Member Info for johnlaycock

Let's see Crooty come Friday night who is right!

A joint venture for instance with the partner funding the application process with in return a share in future profits.

There are other funding options not involving a share dilution re FDA...

I think we will definitely have some news this week...FDA, specialist commissioning update, further take up, NICE update etc etc. Take your pick!

Let's very much hope they have sold a lot and we will hear soon. Toby Foster is a big catch to have selling so let's hope he has justified his fee!

Roger, you were telling us last week you had bought more shares....now a few days later its all doom and gloom. Seems a rather odd way of investing!

The company had no direction under David Budd, we now have someone who understands what it takes to commercialise world leading products.

All very quiet at the moment - I assume loads is being achieved in the background, which we should hopefully hear back on soon. I am genuinely surprised we have not heard on the FDA route / partners, perhaps there is a bit more to it then James alluded to in the November presentation??

Excellent summary Eureka01 - as you say lots of positive updates imminent. Timescales are always notoriously difficult to predict in the medical world especially when you are relying on regulators etc. I would also be keen to hear how the Manchester roll out of CYP2C19 and also whether there has been any international interest (research only) for it. Specialist commissioning for MT-RNR1 should be soon too, which is a big game changer. Hold firm!

I got the 327k figure from the presentation which clearly some people haven't listened to!

Guy, we don't know that but we do know it is growing from AIHL sales every month.

Slacker...monthly burn is 327k.

For the company to announce the expected news flow, they are of course relying on others (NICE, the NHS etc) to keep to timescales so much of what and when they can announce is not in their control in terms of keeping to deadlines.

I have re listened to the November investor presentation and I can't find anywhere where James said there would be news in January as opposed to 'early next year'. He did mention December and he delivered on those two news items (Brighton and international sales) so in my book he hasn't under delivered anything. There is a considerable news flow expected soon but I think to suggest he hasn't delivered in January is misleading if you listen carefully to his exact words in the presentation.

Why would the start of a pre known consultation impact the SP?

....of the start of positive news flow / sp turnaround??

RF dumping

Also news due at some point on specialist commissioning which James Cheek said he was 100% sure would happen.

Been a large spread all afternoon. Not sure what that means. But for the last trade it would have finished at 7p.

Garonne. Think that's a bit harsh, he mentioned various news flow items early in 2024, which of course we are still in. He promised news in December, which he delivered on.