Member Info for PlantPower

Reckon 15k & 13k vol executed circa 8.30 just printed might have been reason for earlier ‘NT’, as MM’s needed to fill,

If so, shows how little stock about.....

....when news lands........join the dots!

PP

Struggling for stock or order filling.....we will see.

2x25k vol delayed trades printed - last of seller??

PP

Not sure BigAl...dropped off now, can’t be bad anyhow?!?

Now 6p spread

97-103

Agreed badmashy - 5p spread right now.

96-101

Random £1.27 popped up for small amount in ask...

£1 PAID!!

Now - needs to stick..

99p.....£1???

98p paid

97p paid..

Sure is with this beast in play:

https://youtu.be/KcmZ6OYGIjo

PP

CEO’s live & die by their strategic planning / execution - I think some may be proved to have judged DB far too early and the overarching ark of history will provide a better point of judgement.

One for another day as plenty of work / execution required still....but next 4 weeks will be interesting for GDR & all SH’s alike.

PP

DIVOC/GDR/BC - if I was building a high throughput Covid testing lab primarily using GDR beads, why wouldn’t I buy / invest / license the machines which (presuming collab successful) can churn out the tests like Henry Ford’s assembly/production line....?

PP

More from May RNS:

“ Pending the advancement of understanding of COVID-19 and treatment options for patients with more severe forms of the disease, detection of active disease in populations is likely to remain a key part of disease control policies. Further, the Directors believe that until therapeutic breakthroughs, and/or vaccines are approved and widely available, diagnostic testing and contact tracing are likely to remain critical elements of monitoring and controlling the spread of COVID-19.

The COVID-19 diagnostic market is highly fragmented with many companies marketing molecular, serology and antibody tests of varying speeds, requirements and accuracy. The US Food and Drug Administration (FDA) has granted Emergency Use authorization (EUA) to over 50 COVID-19 diagnostic tests of which three are approved for use in patient care settings. The Directors believe the demand for diagnostic testing currently far exceeds supply.

Tests to determine the presence of the virus can firstly be divided into those that can only be performed on a specific instrument (closed platform) and those that can be performed on multiple instruments (open platform), and secondly into laboratory based tests and tests that can be used at the point-of-care. Many "tests" are sold as a package of raw ingredients requiring the lab to assemble and verify.

Whilst first to market opportunities are significant, the Directors believe that the underlying qualities and reliability of a test are also of significant importance. The Directors believe that distributors and end-users are looking for a clinically validated product that is stable and able to use used across the globe and that any assay should be flexible and able to be run on open platforms, easy to use and have internal controls and quality assurance.

genedrive's SARS-CoV-2 tests

genedrive is developing the Genedrive(R) 96-SARS-CoV-2, which is an open platform laboratory based test. The Genedrive(R) 96-SARS-CoV-2 is a one-step "ready to go" polymerase chain reaction (RT-PCR) test. It is a high volume laboratory assay compatible with multiple third party platforms and is expected to be able to perform 96 tests in under two hours. The Genedrive 96 SARS-CoV2-test is a final format test, meaning that it only requires the addition of patient sample, and no other user preparation is required. The test can be transported globally without the need for refrigeration, which will support global product distribution and use in a variety of different environments. Other open platform laboratory based tests include the Novacyt COVID19 test and the Altona RealStar SARS-CoV-2 RT-PCR Kit.”

Hey Grim - agreed, the whole BC link up is to improve the process, not just the test, the holistic process in labs and lack of automated solution is the hindrance to ramping up testing (akin to evolution of many other manufacturing processes). This is where it appears DB & BOD directors focus has been, and whilst approval delays frustrating, it’s the right (IMHO - time will ultimately tell) strategic positioning.

GDR product ticks all the boxes for enabling manufacturing to meet increasing demand, just needed the big strategic partnership, which will hopefully prove successful post proof of concept, to then rollout “high throughput laboratory test”. Per post last night, clues were there in RNS’s - just look back as far as 5th May placing RNS (well worth a read (or re-read) for amount of detail included):

“As announced on 25 March 2020, following the rapid global shift of healthcare emphasis towards testing and treatment of COVID-19, the Company refocused a significant part of its core resources towards development of two SARS-CoV-2 tests to detect people with active COVID-19 infections. The first test, which is circa three weeks from market, is a high throughput laboratory test and the second test, expected to be launched circa December 2020, is a point-of-care test that would run on a Genedrive(R) instrument. The Directors believe that the Company's skill set is also relevant for developing high throughput laboratory based tests and that the Company will be able to leverage its strong development, manufacturing and commercial relationships in its SARS-CoV-2 tests. The Company is expecting to make use of its existing distributor relationships as well as new distributors and some direct sales in accessing the markets for SARs-COV-2 testing.“

Per my earlier post earlier alluding to use of our assays in current BC lab testing (and foot already in the door with NHS, per last week PHE award), we may also be able to replace / enhance existing testing deployed under danaher umbrella - depending how collegiate these partnerships become (or, whisper it, if bought out).

pp

This is where Beckman Coulter should aid contact/network wise going forwards.....

PP

“The World Health Organization has reported that the number of confirmed global coronavirus cases has increased by more than 294,000 in 24 hours - the highest figure so far.

More than 21 million people are known to have been infected with the virus globally, according to the Johns Hopkins University.

More than 771,000 people have lost their lives.

The highest death toll is far the United States at almost 170,000, out of more than 5 million cases.”

Might have answered my own daft question - I saw they were beads, but multiple & diff reagents required...so our major USP of ‘ready made’ beads is the differentiator...

PP

Interesting to see Cepheid (owned by Danaher) awarded 2 x £165k contracts last week by NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST for:

GeneXpert XVI Laptop - 8 modules and XPRSARS-COV2-CE-10 XPERT SARS — COV2 Assays testing kits

http://bidstats.uk/tenders/?q=cepheid#733085695-732889105-16

Could this open door for GDR post successful collaboration proof of concept to ramp up automation with GDR assays???

What’s diff between their assays and ours? Ambient temp storage / 96 plate well?? Clearly GDR must be better hence collab:

https://www.fda.gov/media/136314/download

PP