Member Info for johnlaycock

Top up...here comes the rebound!

Way oversold. This will turn very quickly once we have commercial news.

I interpret the radio silence as good news - if they were not planning to honour their December milestone commitment, would they not have had to RNS that? Given the calibre of the team, these are very serious people and not the sort of people who do this for lifestyle reasons. Patience is needed, they will deliver but when you are dealing with organisations such as NATO and the MOD, things dont always happen as fast as you want and you have periods when you cant announce very sensitive stuff to the public etc.

I am surprised that the whitespace funding announcement roday didnt have any impact on DH share price .

This feels like we are due some positive updates very soon. DDAD announcements have not been made yet by MOD.

Great to get confirmation . This is worth 800k to the business over the next 18 months. What we really need now is confirmation that the lights will still be on in January. Not sure what the delay is signing the loan with DN.

The DDAD is an open framework meaning if they dont get it on it initially, they can be admitted at some point in the future.

No problems trading on Lloyds.

Does anyone know if tomorrow is the day when ddad framework announcements will be made? I seem to remember reading 25th Nov was the date but not 100% sure. Thanks

No basis what so ever. We are about to enter a period of rich commercial updates starting with DDAD framework announcements on Tuesday.

Thanks MJ14. Really helpful and seems just what DH is all about. Interesting the video says contract go live end 2025 which just happens to be the same timeframe DH have consistently mentioned as when their commercial journey starts.

Company announcements happening now in Australia from 830pm UK time.

Negotiations of the loan are complicated. On the one hand, given the company is running on fumes, they are in no position to dictate the terms but on the other, if they don't accept the terms, DN will lose everything anyway.

Sad news indeed, wishing James a swift recovery. I don't suspect we will ever know the full story of his exit from the company.

I've personally and very reluctantly concluded that there is no short term gain for hanging on here so have sold up and expect / hope to recover my losses in ALRT which should explode this week and over the next month. I will come back to GDR hopefully at some point in the medium term if they survive and ahead of any FDA application / news of national commissioning from next April. I cant see any short term improvement here compared with other opportunities. All very sad but this is purely down to poor leadership.

...in Norwich. Positive the roll out continues.

https://bepartofresearch.nihr.ac.uk/trial-details/trial-detail?trialId=56066

No Roger - I am most certainly not a plant, just a private investor like you are now I believe - perhaps the difference is that I actively try and undertake research on the company as opposed to spinning endless (and baseless) conspiracy theories. To recap, I was badgering NICE from early June about when the implementation guidance would be published and they confirmed that 15th Aug would be the deadline for stakeholder feedback on the draft guidance - they then hoped the final guide would be then published 'shortly' afterwards'. I contacted them around the 12th August to see if this was still on track and it was at that point they shared with me a text provided by NHSE to use reactively when they received queries about the NHSE pilot for CYP2C19 testing. It was this text I shared which mentioned that in this current financial year it has not been possible to identify the necessary recurrent headroom in revenue budgets to support the funding of LAB based testing (but this position is being kept under active review). NICE also confirmed that they hoped to update the website with the implementation guide / pilot recommendations in mid/late Sept - whether this timescale can be described as 'shortly from the 15th August closing date for stakeholder feedback is questionable but this is NICE/NHSE we are talking about and timescales are usually longer than everyone hopes.

I dont think there is any doubt that the recommendations will be be positive for supporting the company's rapid test but the big question will be is around funding in this financial year. If it is not forthcoming, the hope must be direct sales like at Peterborough City Hospital Acute Stroke Centre before national commissioning takes place.

Roger. For the record, I just passed on an agreed NHSE update from NICE on the pilot/ implementation plan and the price at the time was 0.85p. It went higher than that earlier today fyi.

Https://www.linkedin.com/posts/nhs-greater-glasgow-and-clyde_a-new-genetic-test-that-reduces-the-risk-activity-7363915735812739073-Kke9?utm_source=share&utm_medium=member_android&rcm=ACoAAAAMhbsB_NgSe9dupPlFVCvI337zRJ75xs8

Thanks Busicat. Yes I am a holder so don't apologise for doing my own research on significant factors that impact the company. I can see some benefits to the company from the post I shared yesterday in terms of getting in with trusts who were expecting lab funding. Can't see if the costs are on par why you would use a lab test over a PCT. So over to you Genedrive sales team.

Anyone who still doubts what I posted direct from NICE, why don't you contact the team directly yourselves?