Member Info for Jace86

Morning 👋 - yes happy to be wrong. This share is on my radar...

Wait patiently and let them.

$100 mil would be disappointing.

If the numbers are a relatively small in terms of market share for testing this barely scratches annual revs.

For biotech you need to look at revs x 10.

I wouldn't accept anything less and would encourage a vote against if this ever happened.

It's a dump. The price at the timestamp and then how the prices for both buys and sell went down afterwards indicate this.

Depends on where your target is Deft. Been here too for a long time. Lofty target because of the potential volumes in territories where we are looking to have a slice of the market.

The question would always be price.

I'll keep saying quids. Multiple. Not pennies.

But I believe even without M&A they still stand to earn off this as and when it goes live. Lots of parties involved all stand to do well from this.

It would appear we have a party or parties accumulating looking at the last few sessions.

Of Fluechem ltd.

We assume known to Fraser Lang that often likes the posts on LinkedIn.

The deal in China is funded by Bosch and Sinopharm... I feel confident on that one.

As always, my advice is set your goals. Where you see the market for diagnostics and where we fit off assumed numbers that you can derive from the potential market place we are entering.

This is why my numbers are high and I don't think in pennies. A very small slice of the market is worth hundreds of millions per year in revenues.

Everyone will have a different timescale too. Personally I don't think years from when the first trial is done. I believe governments need to be seen to be upping their game, especially as there appears to be an upwards trend of cancer diagnosis from recent years. We can see this in the US with the potential mandating of tests in two states. Others may follow or insurers may incentivise etc.

For obvious reasons we are not told when trials commence.

The trial will be retrospective and fairly small. It's not like bringing a drug to market.

What's probably more important and I'd expect a work in progress is finalising procedures for use along with outlining limitations etc (the usual legal stuff).

Remember, we are using a accredited laboratory as a partner in Corepath. This helps speed things up.

The drawdown is inevitable. If I was a large party, I'd try and twist E3s hands to take it off them...

Yeah there's no chance CC 😂.

I'm sure there are a few of us here for the endgame.

I'm sure those with options will be too...

Absolutely, stop thinking in pennies.

Absolutely, stop thinking in pennies.

I can only guess specificity was as equally horrific?

I keep telling people to do the numbers.

Exactly this demonstrates it.

Even not having 100% market penetration. The numbers are huge.

Too big to ignore.

Good posts Greend 👏

By that I mean for the Jess machine...

Given what they also do, it's an assumption on my part if they get more involved by way of reagent manufacturing etc

Bio-Techne are incentivised to make money from our test anyhow once it gets going.

It's then the portfolio after that in research...

I'd hope that if anyone approaches, we say no to offers in pennies.

Potential revenues for NY and Cali for example who are legislating testing/screening alone would be big. In bio buyouts for firms with revs is not the usual annual cost but a look at projections for ten years.

So then it's all the other US states, insurance, and here in the UK with the NHS and still so far no reason to suspect China won't go ahead too.

We all have our own targets, yes mine is enormous but I've been here for so long I'll happily hold.

Exosomes can be used to carry cellular messages or even corrective expressions to communicate with certain cells or expressions.

In short, exosome therapy can be used to help the body remember how to fight cancer. For most cancers, we get disease because the body forgets how to recognise it as a foreign protein.