Member Info for Invest4theLT

Jay - the other day you posted a link for the neonatal test (MT-RNR1 ID Kit). I don’t think that page was new but this one in the same section is I think:

https://www.genedrive.com/assays/rnr1-assay.php

We're thinking the same thing Sally. I am not sure that the FDA approval will necessarily come very soon but I don't think a delay is a showstopper either. I am pretty sure we can sell to specific labs without it and for all we know BC could be targeting them now. Also, let's not forget that their antigen test doesn't have FDA approval - I can't imagine that's been gathering dust since it's launch last year. I am sure there's money to be made with or without the approval.

Sally - having sold the initial tests to BC we're unlikely to hear anything from BC about those being sold onto clients. I'd like to to think we'd hear something from Genedrive if BC make a sizeable order though. In the meantime, BC keep updating their website with more pages and links to Genedrive's test. This may well mean that conversations are going well with clients and therefore the partnership is something they want to continue with for some time.

Sally - Genedrive weren't included on this page before. Bit by bit BC seem to be integrating Genedrive more and more into their set up. I hope that's leading somewhere...

Looks like another new page:

https://www.beckman.com/reagents/genomic

https://twitter.com/alexthemuss1/status/1392812766096932865?s=21

Only one antigen test approved since December I think - in March. Turned attention to vaccines(?)

No PCR tests approved by WHO since December. Clearly they have other priorities now.

Just a reminder that the last investor presentation referenced sales cycles in the US so it’s not surprising sales are taking some time. But we can sell in the US and BC are actively updating their website and therefore marketing materials. They clearly still believe it will come good. Given the antigen test has been out there 6 months without FDA approval it doesn’t look like that’s a barrier to commercialisation.

The prior update was on 21/04/21.

On the ball today:

https://www.genedrive.com/assays/96-sars-cov2-variants.php

https://www.google.co.uk/amp/s/amp.scroll.in/article/994426/indias-covid-19-testing-is-falling-short-again-how-big-is-the-problem

Interesting that the diagnostics side of BC are still waiting on approval for this:

Beckman Coulter Access SARS-CoV-2 Antigen

Maybe they’re selling loads without approval so GDRs test will do the same.

Re this answer:

‘4) GDR have regular updates and calls with BEC. As discussed on the interim presentation - BEC are not pushing the FDA as they are not party to the application.’

Seems odd that BC are continuing to build out the website pages but are ok for things to continue to plod on without an end in sight to the FDA approval. Would you not have a word?!

Old news but good to see our collaboration mentioned on the Danaher website under the resources section:

https://jobs.danaher.com/global/en/lifesciences-new-hire

Just to confirm on closer inspection these case studies have been added to the BC site this week:

https://www.beckman.com/reagents/genomic/viral-detection/genedrive-96-sars-cov-2/c73254

Good to see they’re actively beefing up their marketing materials.

Not seen these 2 case studies before (LDT and Senegal) but maybe they've been there all along-?:

https://www.beckman.com/reagents/genomic/viral-detection/genedrive-96-sars-cov-2/c73254

The bid side on L2 looks stable and Peel, whilst still on the Ask, aren't being aggressive today.

Peel are still being painful - I doubt it's Calculus or GHIF selling at this price. Could BGF still be involved? They haven't taken us off their website yet. Last few to get rid of?

Peel still sitting on the Ask. Need them to shift.