Member Info for Muck165

Right, ABDX have now updated the Significant Shareholders on their site.

https://www.abingdonhealth.com/investors/aim-rule-26/

I’ve checked my records and none of the major shareholders have reduced their holdings since Jan, or indeed since July last year. That’s good news!

The one anomaly is they say the information was updated on 1 July.

i noticed that the increase in lyme disease hit mainstream tv news today. here’s an online article about it

https://www.bbc.com/future/article/20240802-climate-change-is-increasing-the-risk-of-lyme-disease#:~:text=according%20to%20a%202022%20british,central%20europe%20and%20western%20europe.

it all caused me to remember that back in may 2022 we entered into a collaboration with bimelix, a global leader in lyme research, to develop a lyme lft. the announcement said we’d been working on it with them for 12 months before signing the collaboration agreement, so all in that’s 3 years 2 months. we haven’t heard a peep about this since but, assuming we are still working on it, there appears to be a ready and increasing market.

https://*********************/newsfeed/article/abingdon-health-plc-strategic-collaboration-with-bimelix-ab-1409148

just another thing to show the variety of projects we’re involved in (assuming we still are).

Just to close this off, Chris Yates has now replied to me directly to confirm that "The Register is being updated this week".

I'm assuming there have been changes - if not, they'd just change the disclosure date. Will be interesting to see what they are.

Interesting post from Edwin Lindsay today about what it takes to grow a life science business in the US and China , the two biggest world markets.

Seems pretty obvious to me that his expertise in this area was likely a prime driver for ABDX in making the acquisition. He knows how to do it, has experience of doing it, and has the connections to enable it.

And lets face it, that expertise won't just benefit ABDX - it will benefit any ABDX CDMO customer looking to access global markets.

https://www.linkedin.com/posts/edwin-lindsay-5a1980_growing-your-life-sciences-business-in-the-activity-7225849910514847744-GzRY?utm_source=share&utm_medium=member_desktop

https://go.pardot.santander.co.uk/GrowingYourLifeSciencesBusinessInTheUsAndChina

I came across this, which is the most comprehensive presentation I’ve seen about Septiloop. It’s a year old and in Spanish, although the slides are still in English and you can change the settings to give you English subtitles.

https://www.youtube.com/watch?v=QuGghTKOcf8

Most interesting bit starts about 25 mins in and lasts about 10 mins.

It’s clear from this that the original intention was to get CE mark and roll out in Spain/France first, where they already have distributors lined up. As it is, they got UKCA and have had to pivot to the U.K. first - there is a later video where the CEO bemoans all the regulatory bureaucracy which caused this, but I can’t find it at the mo.

As per the RNS;

"The Retail Offer announcement will be made after admission of the Consideration Shares and will contain further information on how interested parties can participate in the Retail Offer."

The Consideration Shares can't be admitted to the market until after the GM on 12/8, so I'm not expecting to hear details of the retail offer until after that. Interesting though that any announcement about the retail offer is going coincide pretty closely with the Next Gen Summit....

Sorry, but I don't see how this can be of any benefit to Vast Baita, if indeed it is our mine that the article is referring to.

I believe I am right in saying that the head licence at Baita actually belongs to Baita SA, a state owned company with rights to extract and process dolomite.

That being the case, then I don't know what, if anything, to make of this article posted yesterday confirming that the Rom gov't is granting Baita SA 11.6m Lei it would seem so that mining of dolomite, having ttopped in 2022, can be recommended.

https://www.rador.ro/2024/08/01/mina-de-dolomita-de-la-baita-judetul-bihor-primeste-de-la-guvern-aproximativ-116-milioane-de-lei/

I'm undoubtedly wrong Lucksin and "there is nothing to see here". Oddities, particularly a combination f them, just make my nose twitch is all, although that often sends me down blind alleys! As I said, just posted in the interests of sharing.

No problem re the GDR stuff - came across it, thought it might be of interest, so posted it. If it was useful then great. Didn't invest because the NICE recommendation was clearly signposted and, I thought, priced in. Equally, they've now got to get on and sell, and it will be the extent of any contracts that will drive the SP upwards. That wont be an overnight thing as some over there appear to have hoped, albeit I think it will happen in time.

It is nice to see at least some buying action at decent levels.

In the interests of sharing, on 12/7 I wrote to ABDX to ask if they would be making Mark Jones Next Gen DX summit presentation available to shareholders. I chased them on 16/7, and also gave them a little nudge to say that the significant shareholders listed on their site needed to be updated as per AIM Rule 26. They replied the same day to say the presentation would be posted on their site in August, but they made no other comment. On 17/8 I wrote to thank them for their reply and again asked for the AIM 26 info to be updated. Absent any reply, I chased them again on 24/7 and then again on Tuesday, both times reminding them they are in breach of AIM rules. Still no reply, and the site still hasn't been updated.

Equally, the confirmation statement due at Companies House for Eco-Flo was due on 15/7, but hasn't been done. That's a statement to confirm whether or not there have been any changes to the company, including shareholders, over the last 12 months.

Now, usually ABDX are all over stuff like this, and typically reply promptly.

I certainly don't think there is anything nefarious going on, or anything to worry about, and it may just be that shareholdings have changed as a result of the raise and they need shares to be issued and admitted to the market. But equally I do wonder if something else (positive) is going on behind the scenes, particularly when we are starting to see more chunky buys at prices above 9.75p, even if only a few.

As I say, I'm posting this just in the interests of sharing and it may all mean absolutely nothing at all. It could just as easily be that the person who normally deals with investor queries is on holiday!!

Not invested here so excuse my ignorance, but it just seems to me that the POC test can only be a viable alternative to lab tests if it is actually available in the hospitals, which surely means it will have to be bought. If it is not, then what is the point of all these NICE recommendations?

Wishing all investors here the best of luck.

Just another snippet of interest

https://www.linkedin.com/posts/johnhmcdermott_manchester-leads-implementation-of-lifesaving-ugcPost-7224366408464240641-jU3r?utm_source=share&utm_medium=member_desktop

"Following release of the NICE - National Institute for Health and Care Excellence guidance this morning, our team at the NHS North West Genomic Medicine Service Alliance are already working with colleagues around the country to support implementation efforts, exploring optimal models of service delivery. "

Not invested here, but I came across this. Thought it might be of interest (apologies if already posted).

https://mft.nhs.uk/2024/07/31/manchester-leads-implementation-of-lifesaving-genetic-bedside-stroke-test/

And just for info

https://www.linkedin.com/posts/upfrontdiagnostics_upfront-update-been-part-of-the-activity-7223603011145592833-R7DF?utm_source=share&utm_medium=member_desktop

A small thing, but the MRHA annual report confirmed it had 81 applications for the IDAP scheme.

Only 8 were selected. 2 of those are our clients (52 North, and Upfront). We’ve already transferred the Upfront test (which is actually 2 LFT’s) into manufacturing.

The whole point of the scheme is to get products targeting an unmet need rapidly into the NHS. Call it the U.K. equivalent of the FDA fast track process.

Many here will have seen the GDR rise over recent weeks, culminating in the NICE recommendation today that a GDR product be a preferred NHS POC test.

Very good chance, I think, that one or both of our clients products will get the same. And that’s just in the U.K.

Just saying…..

Page 22

https://assets.publishing.service.gov.uk/media/66a8ed880808eaf43b50d9df/MHRA_Annual_Report_2024_low_res.pdf

https://www.gov.uk/government/publications/the-innovative-devices-access-pathway-idap/the-innovative-devices-access-pathway-idap-pilot-phase

Have to admit though, a couple of those reviews are mine. And you know what, the tests worked perfectly - I wasn’t pregnant.

They do look good. If you just search for Boots pregnancy tests and then filter for top rated, we come second from 18.

Just an aside on this, but I noticed this was posted today

https://tinhte.vn/thread/salistick-que-thu-thai-dau-tien-tren-the-gioi-lay-mau-bang-nuoc-bot-thay-vi-nuoc-tieu.3812025/

Its a piece written on a Vietnamese social media network that has about 2m active participants, and isn't actually all that interesting.

What might be interesting is the packaging in the image, which as you will see is labelled in Vietnamese. Now, I suppose there might have been some jiggory pokery with the image, but alternatively it may now be that Salistick is available in Vietnam.

And watched 550,000 times.

Ok - and the post has been liked over 15,000 times and reposted/shared 819 times.