Member Info for KilkennyTed

This was posted 3 months ago. Seems i underestimated the size of the programme. I posted it on x

https://x.com/KilkennyTed/status/1950529004760453151

Last week Andy Russell from BioGrad Education presented our donation of 25 PCR machines to Professor Peter G. Barlow at Edinburgh Napier University.

The programme, run in collaboration with Primerdesign Ltd has seen over 1000 PCR machines placed in universities and research institutes around the UK in the last few weeks, supporting the development of the next generation of scientists and reducing the UK's £1.7bn science skills gap.

Biograd have been donating q16's to various Universities & other research institutes this summer. Novacyt has never bothered to mention this. Did they sell them to Biograd at a hefty discount or just give them away. We're not talking 2 or 3 machines. It was more like 10 or 20 to each institute, the total being 2-300 machines. But we can only guess as it's never been mentioned by the company.

Anyway, they will need some consumables to run these machines. Let's hope that generates some revenue.

https://www.primerdesign.co.uk/news-and-media/primerdesign-partner-with-scientific-laboratory-supplies/

Lyn Rees, CEO of Novacyt, said: “Primerdesign’s reputation for high-quality reagents continues to grow amongst the academic community. Expanding our distribution channels through one of the UK’s most trusted suppliers will enable us to meet this increase in demand. We are confident that SLS’ dedicated local service will deliver improved access and help to increase adoption of our reliable portfolio of qPCR reagents and kits.”

Https://x.com/KilkennyTed/status/1983130370120794158

Yourgene already supply into all 7 NHS GMS. So foot is in door. Just hope they can prize it open for more business.

3LittleBirds

Posted in: HEX

Posts: 1,057

Price: 24.00

No Opinion

RE: Helium offtake agreement benchmarks15 Oct 2025 16:49

Lord- Sorry I don’t mean to be evasive. I’ve sold quite a few already. These things are never certain so I’m keeping some as a hedge. I’m 60-70% sure that we will fall to levels already mentioned.

I’m also wondering if we’ll have another placement to an institution at 20p. This guys need a good price to play.

We also now seem to have a seller.

Time will tell

3LittleBirds

Posted in: HEX

Posts: 1,057

Price: 24.00

No Opinion

RE: Helium offtake agreement benchmarks14 Oct 2025 16:28

This ain’t looking great over the next few days/weeks. I sold a few and will buy back as the tide drifts back to 18p region over next 2 weeks

In his closing comments. Around 37 minutes

Towards the end of the presentation he says " I will be investing "

France is stirring

Novacyt

0.5000

+0.0385

(+8.34%)

Https://novacyt.com/wp-content/uploads/2025/10/NCYT-Re-launch-Investor-Film-October-2025-FINAL.pdf

Link to Powerpoint presentation

https://youtu.be/Jc5kHZVhmr8

Link to video of presentation

On investing.com

Analysts Sentiment

Strong Buy

Price Target

73.5420

Upside

+15,333.79%

What have they been smokin?

Or is Porky the analyst.

From the full year results in April

"We are targeting the launch of four new products in 2025, across Reproductive Health, Precision Medicine and Ranger Technology"

We have had 1 so far. The Lightbench discover. Which is selling like hot cakes. Not.

3 months still to go in 2025 so they need to pull their finger out or they'll miss their target.

From my very limited knowledge i think many NHS trusts already have EPR's & the hospitals within those trusts can access the patients records.

The DHSC want's to introduce an SPR that is shared across the whole NHS.

So in essence the SPR is just an updated and more widely available EPR.

Interim results released on 30th September. No mention of any investor presentation. They literally are doing the bare minimum.

Https://ppl.org.uk/wp-content/uploads/2025/09/The-London-Neighbourhood-Health-simulation-learning-report.pdf

89 page report.

"This dropped the share price by 80% back in 2023"

It only came to light in Jan 2025.

Anyway we move on.

"The sentencing hearing is currently planned to be held on the 11 September 2025 to determine the applicable penalty. A further announcement will be made following the outcome."

Should be an rns in the morning confirming the amount of fine.

Https://nhsaccelerator.com/insights/redesigning-the-breathlessness-pathway-how-queen-victoria-hospital-and-bleepa-are-shaping-nhs-outpatient-reform/

Canada's Drug Agency released a report last month on DPD/DPYD testing. Link below

https://www.cda-amc.ca/dihydropyrimidine-dehydrogenase-deficiency-testing-patients-treated-5-fluorouracil-and-capecitabine

"The survey results suggest that DPYD genotyping is conducted in 5 Canadian provinces, and 2 more are set to start testing later this year. One province indicated that they conduct both DPYD genotyping and DPD phenotyping, as required. The cost of testing ranged from CA$50 to CA$500 and was dependent on the testing platform and required turnaround time."

"Evidence suggests that DPYD testing with subsequent genotype-guide dose adjustments is cost-effective compared to usual care. No evidence was found on the cost-effectiveness of an extended DPYD genetic panel or of DPD phenotyping."

What Does This Mean?

Based on the evidence identified in this report, DPYD genotyping may be clinically valid and cost-effective to improve the safety of fluoropyrimidine use in Canada for patients of European descent.

Clinicians and decision-makers can use the evidence summarized in this review to inform decisions regarding the implementation of DPD deficiency testing.

HeLIX Exploration PLC

27.00

+1.00

(+3.85%)