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Also, bear in mind that they’ve already told us that the live sites are providing recurring revenue. So reorders/restocking, although consisting of considerably revenue wouldn’t be RNS’d as they’ve already told us it’s happening. I estimated around £450k should have been received around this summer time from those existing 9 NICUs using RNR1, based on 12 months supply.

I would expect it to rise in the week leading up to the 15th, still too early. People jump in and out, some will be looking for other opportunities in the meantime, they’ll be back I’m sure.

Delayed trades show the actual date of the trade, this one went through today.

I was referring to the small sells before the £10k buy, it’s red so classed as a sell but at 1.37 definitely a buy! :)

Large £10k buy hidden with several small sells.

That was John who received the confirmation for the publication of the implementation guide & toolkit.

Early - mid August aligns with my research. We might see other things happening in preparation for rollout in the meantime. Plus several other news items mentioned before could land. Exciting times…

That's what the slide deck says, he just says "in 2026" so that's not totally clear, whether he means fiscal year or calendar – but the deck says Q1 FY 2026.

The recent (June 27th) Investor forum says:

Pre-CE-IVD focus on Middle-East & Western Europe, progressing to early sales (Q1 FY26).

Q1 FY 2026 is for the 3 month period we're in now, July - September so hopefully news soon regarding this.

Gino said "the conclusion to that should be around about now" referring to the NHS Pilot in the 27th June presentation (20 mins into it). I understand the conclusion has already been decided, and the implementation guide is just in the sign-off process. So I don't think he lied at all.

https://www.youtube.com/watch?v=MrfHKoBtmPM&list=PLYwEw6sSHSLKxB4Dyk7kp81aWYUFuKh-p&index=2&t=33s&ab_channel=ProactiveInvestors

The implementation toolkit (expected mid August) is the formal NHS “go” order: it confirms CYP2C19 testing is routine commissioned, gives the new Genomic Test Directory code and reimbursement route, and sets the ≤24‑hour TAT KPI. From that day, trusts can claim the tariff, so HASUs that can’t meet the KPI with a lab will quickly buy a GDR analyser and start ordering cartridges.

For GDR, this would be the concrete signal that meaningful revenue is imminent and a path to ~£3–4 m annual POC cartridge sales from stroke alone (with upside from cardiology coming later), based on an expected 40-50% of the initial market.

This is my opinion and deduced from research.

Roger, a 3‑5 month gap between a pilot ending and the publication of an NHS implementation guide is normal.

Typical sequence:

1. Data lock & cleaning (4–6 weeks): sites finish case report forms, resolve queries.

2. Health‑economic modelling & drafting (≈4 weeks): costs, pathways, KPIs, commissioning wording.

3. Multi‑layer sign‑off (4–6+ weeks): NHSE Genomics/Diagnostics leads, NICE liaison, clinical reference groups, finance/coding teams.

4. Publication prep (1–2 weeks): web build, comms plan, aligning the Genomic Test Directory addendum and Payment Scheme notice.

Recent genomics roll‑outs (e.g., DPYD chemo testing in 2020, rapid WGS in ICU in 2021) followed almost exactly that cadence: pilot end → toolkit in ~3–5 months. So the current wait for CYP2C19 is very much in line with precedent.

The pilot ended the first week of May so the current mid August expectation for publication sounds spot-on and suggests it's being done as fast as possible.

I'm hopeful we'll hear some of the findings before then though, and quite probably news regarding; further group 2 RNR1 live sites, Scottish rollout details and EU sales.

I think it’s possible we’ll hear something before then, there will be people in the know too and always the potential for a leak.

Hi Roger, here’s what I posted a couple of weeks ago explaining why I changed my timescale…

“…the website originally said something like “Expected publishing date: April 2025” so from that point I was expecting it any day… however, after wondering what’s going on I thoroughly researched the process and found that there is quite a bit of work involved and time between the end of a pilot and when the guide is published.

I worked out that the publish date on the website must have been wrong as it basically was the same as the completion date of the pilot.

July is my best estimate based on research, there are clues online that it’s finished and simply waiting for the necessary sign offs.”

Roger, there hasn’t been a delay, the timeline for this is as expected.

Regarding rollout, HASUs will begin adopting the test immediately after the implementation guide is published. Most are expected to be using the test by Q1 26.

Good news John! Well done!

August was the most likely date for publication according to my research, based on previous NHS pilots and implementation guides. Late July was the more optimistic date I was going for, and September a more pessimistic time frame.

Great to hear it’s on track! Stroke centres will be able to use the reimbursement code immediately on publication and order the test, even before the code is added to the directory.

Expect considerable revenue from CYP2C19 uk rollout beginning shortly. From my calculations they may need an extra £1million towards the end of this year to bridge the gap as I think they’ll be breaking even from around January. It’s possible that Scotland and other sales revenue in the meantime may be just enough to see them through, or perhaps they can just tighten the ship for a couple of months.

I very much doubt there will be any serious dilution at this stage with national commissioning imminent, any day now! …which should multiply the share price by about 5, but let’s see as it’ll depend if the market can see how much of the testing will be POC… seems 40% from my research :)

Might be an initial rise and then a further larger rise early 2026 when I expect most HASUs will be using it. Or a gradual rise fuelled by regular updates on further adoption.

I said nothing of the sort Roger, it's any day now!

Here you go, this is good...

Funded evidence‑generation window (NIHR / Office for Life Sciences PALOH‑UK RWE programme):

Start: 1 November 2024 (project initiation).

Duration funded: Maximum 18 months → runs through April 2026 (approx. to 30 Apr / 1 May 2026) unless the evidence targets are met sooner.

Early submission allowed: The consortium can send the dataset to the NICE EVA Evidence Generation team before the 18‑month limit if requirements are fulfilled.

Funding nuance: Group 1 sites (already using the test) are covered for the first 6 months of the programme; after that they must secure alternative support for ongoing routine testing, while Group 2 sites draw on the award as they come online within the 18‑month window.

The PALOH‑UK evidence‑generation programme is funded for up to 18 months of real‑world data collection starting 1 Nov 2024, and data can be submitted to NICE sooner if targets are met. Some press releases describe it as a “two‑year / 24‑month” study because the overall project calendar (set‑up + phased site activations + analysis & reporting) stretches to roughly two years, and the NIHR registry shows recruitment running into late 2026 as sites are staggered. So the 2‑year figure is a headline duration; the funded evidence window for the core dataset is shorter.

Bottom line: Count on ≤18 months of primary data collection for the evidence NICE needs; the “2‑year” language reflects the broader project lifecycle, not a required wait before NICE can review.

Roger surely you realise the 2 year study is the PALOH-UK study that began last November for evidence generation?