Member Info for Lp160606

Yeh lol any movement would be nice at this point. Bit of progression is t too much to ask for

And btw I'm not talking 10s of millions in sales.

But if the product is as good as they are telling us.

Every sample sent should be followed with commercial discussions.

I'm expecting inroads in 4/5 territories.

I agree with Punter here. Approvals wont give us a sustained rise. Maybe spike on open but it is sales now needed.

They need to prove they can commercialize the offering. And soon.

If we do only receive an approval this week with 0 sales I don't think the market will react well.

Need some sort of market penetration.

Makes perfect sense.

If significant orders had been completed by GDR it would of been announced to the market, as it would be deemed price sensitive information.

Too right. Excited to see what they've been up too. Cases per day hit another high on Friday.. australia enforcing another lockdown in Melbourne.. latin America creeping up. It isnt good. I fear the 2nd wave will hit Europe v hard this winter.

Just reading on the Bubonic plague cases in China... 2020.. the year that never was

She only popped out for a pint of milk..

Quality input mr long. Please post more of your insight over the coming weeks

It's now very frustrating.

Touching on their linkedin, they are getting a shed load of interaction fro. Yourgene/novacyt/Sanofi/ODX.

Previously it were sales leads liking their posts from inspiration.. they now have the CEO interacting.

I'm not that fussed about posting but I do always check to see who is interacting.

Read into it what you will.

I believe there is a collaborative diagnostics approved being formed. Potentially forcing out distis but working with competitors to increase margins.

Could be very wrong, either way an update required.

2m in orders and ongoing approvals 1/1

5m+ in orders 3/1

Indian approval and small order book 1/2

Rns will land on the morning of the 10th.

Db likes to push it

Btw just quickly on ODX. They dont own any tests they are just manufacturing them, I believe.

The sales are of mologic test, odx aren't involved in that process.

Correct me if I'm wrong.

The sky one was pitiful. But the one that followed with vox that afternoon he absolutely nailed.

Given the sky one was the main stage, he was nervous.

We will know the answer to that this time next week, I'm sure.

Early July update, fair to say that cut off would be the 10th of the month.

Hopefully gain a very concrete understanding of how the product has been received globally.

Reckon they covered that in sending out 60k tests.

If the sales dont come following that, we got a serious problem.

Lots of 'um', 'you know' in that transcript.

I agree with you upon your 150 prediction on initial sales release. However, you are assuming there is no european 2nd wave this winter.. that's the only way this doesnt hit £2.

Guilty.

My avg about 140 now, was 170. Wont be selling at 200 I assure you.

It's a longer hold then I initially thought. But I do think I'll x3 my stake. But that wont be until October.

LB,

There are other things that could be updated on.

Distribution partners & country approvals for example.

Although I agree, this is an unprecedented opportunity. Arguably the most dynamic market any of us will ever invest.

New research and tests for covid are realeased every week. It is highly competitive.

6 weeks post CE Mark with no firm update fall below my expectations given the time sensitive nature of covid.

I'd just like to see that progress is being made.