RE: This has 20-30p+ all over it. NHS, ROCHE, FDA + UK, US, EU, UAE.18 Jun 2025 14:36
Hi Eureka,
This explains the differences much better than I can...
CYP2C19 Genotyping – Expected National Commissioning
NHS England is expected to commission CYP2C19 genotype testing nationally for stroke/TIA patients via the National Genomic Test Directory this Summer, which will likely set a uniform turnaround-time target (≤ 24 hours). Hospitals unable to meet this through central labs will adopt Genedrive’s rapid point-of-care (POC) test. The market value for CYP2C19 testing across the UK is around £8.5m per year. Genedrive’s share—primarily driven by hyper-acute stroke units requiring same-day results—is realistically estimated at about 40–50% of this total (£3–4 million annually). Implementation will be phased but likely rapid, with most units adopting by mid-2026.
MT-RNR1 (AIHL) Genotyping – Specialised Commissioning Effort
For the MT-RNR1 neonatal hearing-loss test, Genedrive’s CEO, James Cheek, was advocating for "specialised commissioning." This route differs from standard national commissioning; it’s specifically for rare or specialist conditions managed centrally by NHS England’s Specialised Commissioning group. The MT-RNR1 test addresses aminoglycoside-induced hearing loss, a niche but clinically critical area, making it suitable for such specialised commissioning. Securing this status would guarantee dedicated funding and faster, coordinated national rollout. Without specialised commissioning, the uptake is slower, regionally varied, and funded through local budgets or innovation grants rather than centralised NHS budgets.
...
Funding route
CYP2C19: Routine Genomic Medicine Service tariff (per test).
MT-RNR1: Central specialised-service block budget (per unit).
Decision stage
CYP2C19:In final clearance; toolkit expected late-summer 2025.
MT-RNR1: Still in evidence-generation; business case being drafted.
Commercial certainty
CYP2C19: High — tariff guarantees payment; hospitals adopt as soon as KPI threatened.
MT-RNR1: Medium/low — depends on NHSE agreeing a new specialised service and earmarking funds.
Addressable revenue by 2026
CYP2C19: £3–4 m p.a. cartridges (40–50 % share) + £0.3 m analysers.
MT-RNR1: £6–8 m p.a. cartridges if fully adopted, but earliest widespread income 2027+