Member Info for mcleod

This is NHS speak for we know we need to fund it and we will

Just time

On the cusp it feels of wide scale adoption

The detection of gene variants in stroke is particularly key

One good lawyer is required - if a patient has a stroke 30% of them will have another - of those 60%+ have the gene variant making it likely that the second stroke could have been prevented.

One legal case will make the difference here between it being expensive to test vs. too expensive not to

Still cheap

Underpinned by cash balance, a NAV at more than half the current share price and a dividend

Just need some contract growth to get going or a takeover by pharma

Big gains despite Octopus reducing stake - interesting

Another pilot...

Not surprised the directors are buying. Look at the last set of results - pretty positive and they have done acquisitions on top

Managed to double my holding at 5p - but still heavily in the red

I suspect these will recover nicely from here

Looking forwards they have stated run rate is higher than many thought £450k

They have a million pound loan

Suspect price will drift down until some clear sales progress as going to run out of cash

Well i had been positive

just sold my half mill

Always surprised on here how negative some people are - wanting to see a British Med Tech company fail is not good

Invested or not we should want British companies to do well

Worth registering for the Investor Meet thing - you can catch up online if you miss / cant make the actual event

This reads really well

A trade sale is the most likely

There aren’t any legal claims for deafness in the UK

At least not yet

When they start or they do yes the balance will change

In the states they do have claims

Keep coming steadily

Quite large for someone taking a punt

I guess there is a rescue plan and quite sure but new holders haven’t bought just to let this go under

Patience is a virtue as they say

Needs a bit of positive news to support

Otherwise people will get nervous and sell as without something big they run out of cash soon

DN offering a loan is good - but will the "ask" for that be something the BoD can agree to

I cant think of any other examples where there is a specific funding pathway for a test

As such I would suggest the likelihood of a national funding program to be super low

There isnt really any national commissioning in the NHS - a great myth

there is some regional but that is being devolved and the only regional stuff to remain will be for super specialist stuff e.g., transplants

so stroke - dead common = locally commissioned

As such each hospital trust is likely to need to be bitten off 1 by 1

There are other products on the POC market than just GDR

NICE should come out and be crystal clear that if using clopidogrel then testing is mandatory - that is the first step

What follows as to how the testing is done will be the key - labs are a bit slow

NHS England has not been abolished but is being rolled into DoH with maybe some job cuts

The purchase of these devices and their application is down to individual trusts - not to NHSE so will make little difference

Good to see that the Kingdom is leading the way with health technology

Clearly good news for Genedrive - will be interesting to see what the market reaction is as the LinkedIn post came after market close

Presumably an RNS tomorrow first thing

Funding lab testing is not necessarily good for GDR

Lab tests take a bit longer but are cheaper

The key is that currently many units simply dont test at all which is really not acceptable

Nortrust nominess is listed on companies house - not sure previous posters have got the US affilition correct here

Capitalisation is now lower than the cash they will have in the bank post placing and retail offer

Interesting position although clearly there is some cash burn

Wont take much to turn around the share price from here