Member Info for Inphobe

No thanks. I think he's doing a great job and that some PIs have little understanding of the business, investing, or timescales, and can't cope with not having their toys right now. JMO

Not a bad sign as the markets are red and gory pretty much everywhere else today

Before flaming DB, possible this is because this stage couldn't be done before approval? Someone posted this on twitter, anyone have a better idea of Indian process? May be that what he's doing is just the last stages, but hard to tell with limited info? Just speculating

https://www.emergobyul.com/resources/india-process-chart#main-content

Yeah pretty gory as this says Daniel https://www.lse.co.uk/news/london-open-stocks-slump-after-unexpected-rise-in-us-inflation-26xekpre828e78x.html

Indices Value Chg %
FTSE 100 6,860.47 -144.16 -2.06%
FTSE 250 21,821.59 -286.25 -1.29%
FTSE 350 3,928.91 -76.81 -1.92%
FTSE All-Share 3,894.22 -92.60 -2.32%
FTSE Small Cap 7,031.07 -69.31 -0.98%

Across the market's today. FTSE down quite a bit. Almost all my watchlists down. Hey ho. Nothing unique to GDR. Keep calm & hold :)

Good spot Invest4theLT, good to see

Interesting trade numbers there...

Many of us have always been positive about the med-long term despite sp movement. No problem with maestro coming round to it either. Your glass sounds consistently half empty guy? If that's your view then I guess you'll do what you must, but it ain't mine.

Good post rbr08. This

Yeah, don't think it's a difficult hold here. Possibility of more interest now and a bit more rise following BCN is strong imo, but either way remaining in for longer term news

Yeah, agreed maestro! ;), the New Mexico study was an interesting read, GDR achieved 100% sensitivity 100% specificity (again) in a study designed (as far as I could make out) to simulate a limited reagant supply situation. Noted that it beat out the comparison assay by another manufacturer.

Yeah deerhunter, had another look at the BC site and the training videos up there etc has helped put my patient hat back on - reminded me just how much work not only GDR but also Cytiva and BC have put into getting to this stage. There's a lot of work behind where we are at now so let's hope to see good outcomes announced soon

of decent end of day buys there considering the usual level of activity here

Late trade there

Yep, they haven't announced any 'new' in the last 2 weeks as far as I can see. Could be a quiet moment, could be a slew coming next week. Mysterious b'ers

Yeah, dodgy LSE display seems to be frequent

Again just musing (it's late, and it'll sound like a ramp, so apologies), but I wouldn't be surprised if increased interest here after BCN's news may drive a bit more of a rerate. MC currently sitting at 28m, don't think it's far fetched to say that might be recalibrated towards high 30m's maybe 40m, i.e SP getting towards 20p (if my calc correct).

If it doesn't happen no worries, actually I might be pleased as i'd like to add more and hold for further developments!

Yeah, I do wonder if there may be political questions around large Chinese stake in this German site (just musing)

Don't know that yet Dave re BC EU or BC/Divoc India sales, we won't hear till after so can't say not selling as such, just that we don't know yet, fair? Other products PHE would have thought will get AIHL sales (unique), UNICEF would again have thought as they've agreed the LTA for the HCV at an anticipated min value. Just to note

Yeah stephen11, ZNWD's up 16.5% on the back of that one too (BCN have a 44% stake)