Member Info for Mikemine

So, if you are right, the CEO actually bought 150,000 shares not 3000 as stated.

$2.90 price paid. can this be right?

What did you think of it Stocky?

https://www.***************************/verici-dx-tutivia-set-to-disrupt-transplant-monitoring-with-real-time-rna-insights-video/4121239049

i just googled "directors talks" and there she was ready to give her interview. i've copied and pasted the link but i don't know what will happen when i post this message.

i think this video is better that the one on vox which i thought was also good. for anybody new to vrci the info here is a must. it shows the journey getting here and just how valuable the tests are. it has been long and complicated road by the sounds of it. a lot of high level thinking has gone in to this.

although the overall market is said to be $900 mn, they are going after $300 mn as being a more accessible portion. it's clear that last year was all about finding the best way to market after having done all sorts of validations. they were delayed by medicare not giving the green light until april but even so they almost reached a demanding sales target. i've no doubt sales will increase this year imho.

as for funding, they flagged last year that they would come back for more money later this year so it shouldn't be a surprise but i expect institutions will be agreeable to providing more money which, as barrington said, will mainly go on boosting the sales and marketing force.

anyone interested in vrci should really take the trouble to find this video. i'm very excited about vrci's future as you might guess so take no notice of me and make your own mind up, it's your money.

I have idea what is happening but on my computer between the www. and/verici all I get are stars so I don't know what site to go to. Between the and interviews it the same. Can you fill in the blanks?

From what Barrington said there are and will be much smaller deals which will not be subject to an RNS. The effect will be cumulative. It all adds up to a company that has found a path to full commercialisation and is actively pursuing it.

One thing I'd forgotten was that they didn't get Medicare's approval until April and medicare pays for 70% of VRCI's revenue. I'm not surprised they missed their target. It looks like they would have easily reached their target if they had Medicare on board from January 1st.

don't know why the link has got stars instead of ********** but i'm sure you can find it.

https://www.**********.com/articles/q-a-with-verici-dx-ceo-sara-barrington-6e98b51

barrington sounds confident and on top of it. lots of stuff in there that will enable us to more deeply understand the business and see where vrci is heading. not much about numbers but the obvious acceptance and use by the clinicians and insurers is evident. it really looks like this is going to be a good year for vrci

https://www.**********.com/articles/q-a-with-verici-dx-ceo-sara-barrington-6e98b51

All decent points SB. Unfortunately VRCI is on AIM and AIM is almost dead in the water. I would venture that AIM is merely capturing the mood of the country which has been negative for some years now. People are so grumpy and lacking a positive disposition compared with what I see in the States, even with the Trump factor. I would venture that if VRCI was on Nasdaq its valuation would be around the $50-60 mn mark as the potential and demonstrated progress would be recognised as very positive by the Market there. Fortunately VRCI is operating in the States otherwise I wouldn't touch it with a bargepole because of how the NHS is run.

You might have guessed that I think the company is well run and punching above its weight in a difficult field. It did get last years fundraiser wrong by announcing it's intention before securing funds but I reckon they've done well otherwise. What's for the future? The next 6 months are crucial but I believe that the "strong" sales increase flagged has a good chance of being achieved so the burn rate will reduce. They gave themselves an ambitious target last year which they nearly achieved and this indicates to me that they have a well thought out business model which includes a viable way of commercialising the product and this gives me some confidence is them performing strongly this year. As for a fund raise, their performance since the last one will give institutions lots of confidence to back them should they need one.

I am not stupid enough to offer a prediction for the SP but, even on AIM, achieving this strong growth can't help but be positive in that direction.

It's all my opinion of course and what do I know?

There's always the possibility of a takeover of course but that's a speculative game in which I am unable, and unwilling, to enter.

Good luck for anybody that wishes to stay in the game.

Fevertreeman, you are clearly angry with VRCI, especially Barrington, so it begs the obvious question "Why are still here and presumably invested in the company?" I'm sure most of us have felt let down and financially hurt by companies and BODs in the past but have taken the hit and moved on. Why haven't you?

Come on FT, give Barrington some credit. She has an accountancy background which would give her a less than gung-ho approach to reporting. They missed a rather ambitious sales target by not much which is good going in my book. For a "modest" report her predictions for 2026 are very confident with "strong" growth and are significant. For a CEO running a tiny company on a shoe string with small workforce, she is doing well I reckon. Additions to staff last year were all geared to sales so i would expect them to have reached an inflection point.

As for the BCBS agreement, what can you say but "Well done". That's going to open more doors for the sales force to walk through. I'd imagine there's a good buzz throughout the company at the moment. They must have worked hard for the last 3-4 years with not much in the way is acceptance to show for it but, starting with Fisher, the ball is rolling. Very positive for 26 iIMHO.

I like Ronald Reagan's "The most frightening 10 words in the English language are "I'm from the Government and I'm here to help you." " Should be given top every new MP as they enter Parliament.

Looks like somebody knows something maybe?

They've set themselves a big revenue target of over £3mn for 2025. Small in world terms but a big % increase for VRCI. Should they be chastised if they do not reach the target or should it be viewed in the context of what they do achieve and what they forecast for this year? Getting close to £3mn would be an achievement in my book as that would point to things being on track for further increases especially as the new sales guys have probably only just got their acts together and their contacts in line. Not sure what to think of the Thermo-Fisher deal and its seemingly lack of traction. Big companies are not nimble nor quick so the jury's out on that one for me. My guess is for an update this month and it will be positive but will not please everybody.

If Tempus gets going, the revenue will spike and so will the SP. Big companies like Tempus are notoriously slow to move but they've had since early September so H1 seems reasonable for them to get going. I urge anyone who has missed the RNS (15th Sept) about the collaboration agreement to read it and do a bit of research on Tempus. Apart from this ramp, I won't offer a prediction target but I do expect to multibag from these levels. Good luck to everybody.

Merry Christmas everybody. Here's hoping for a more prosperous New year.

I wouldn't take any notice of UBS holdings. They've been up and down for months. They'll probably go to zero holdings in the next few days.

So the application for CE Mark is driven by partners not RENX and that is not for the UK market anyway. I don't blame them as it is notoriously difficult to introduce anything in to the UK medial market.