Member Info for johnlaycock

Roger/Srocksaint.....NICE in individual correspondence has stated that the delay from 10th July to 31st July has been to allow appropriate resources to be put in place to support the phased roll out of the test. These resources are case studies etc. They have also confirmed the earliest date for publication is 31st July.

Exactly Eurkea. The resource they mention in partnership with NHS England is developing case studies for the roll out of the test in a phased or staged way.

The actual cost of lab testing maybe cheaper but what's the cost of the delay in getting the results back in terms of patient outcomes?

Slacker...you say NICE full recommendation will be years away but then there will be a spike on NICE news on July 31!

I (like others) contacted NICE about the reason behind the extension to July 31st and they came back and said this was due to 'developing a resource'. I then asked them what this meant and they replied:

The implementation resources are essential, some implementation advice are using case studies to demonstrate how testing may be rolled out in a phased or staged way. The document will be iterative and updated as and when further information about implementation in this area becomes available.

So read into that what you may!

NICE has said in various comms to individuals who have asked the reason behind the short extension that the 'earliest' the guidance will be published is July 31st so it may well be after this date.

Don't disagree Roger but if they get full NICE approval, their ability to 'sell' , perhaps becomes easier?

The key for me in the RNS was that the company, like the rest of us, found out about the extension via the NICE website I.e they weren't contacted by NICE directly. This for me is positive as if NICE had a issue with full recommendation, they surely would have spoken to the company directly about their concerns?

If Nice were not going to give full approval, the delay would be significantly longer than three weeks.

Professor.....he and colleagues gave a lengthy update a few days ago?

If /when full recommendation is given in July, the NHS is mandated to roll out nationally. That is a game changer and will also promote an avalanche of international interest and sales.

Jimi. You are 100% correct, at the time they said they had explored a number of funding options including a traditional equity raise.

Roger65 has bought back in.

Https://total-market-solutions.com/2024/03/helium-one-global-ltd-by-liberum-analyst-sam-wahab/

Slacker told us last night he is selling up his 20k investment this morning and moving on. Lets see if he keeps to his word!

There is no way they would agree to an extension unless they were confident an offer will be forthcoming.

She defintley said discovery.

Sammy18....your timescale predictions are wildly at odds with the CEX of Noble who talked about 12 months. Not sure who to believe.

Umm that doesn't look good.

Thanks onsolidground. For me the key words he said were at the very end....commercialisation is there, its in view. Very positive statement to make!