Member Info for PlantPower

Thanks for the top up!

PP

Draw a line in the sand - yesterday’s hopes & expectations should be re-baselined today. We are where we are.

Is GDR Investable?

YES

Would I invest again?

YES

This is the start - irrespective if timelines not aligned to what people thought - this is business with heavy dependency on regulators during extraordinary times.

Get aboard the BudExpress - pay your money / make your choice.

DEMAND = Strong
PRODUCT = Strong
Sales = Potential (clue - see above / £1m pending reg approval / doesn’t take a rocket scientist to conclude large upside)

#PeacePlantsPatience

x2

New Genedrive(R) 96 Exporter software

Easy-to-use analysis tool to support high-throughput Coronavirus PCR testing

genedrive plc (LSE: GDR), the near patient molecular diagnostics company, announces that it has developed and now CE marked Genedrive(R) 96 Exporter, a new IVD software module for automated results interpretation of the Genedrive(R) 96 SARS-CoV-2 Kit. genedrive is one of only a handful of companies offering a full laboratory workflow solution for the analysis of extracted COVID-19 RNA Polymerase Chain Reaction ("PCR") samples, including the test reagents, instrument protocols, and automated analysis software.

PP

Highlights
· Revenue for the year to 30 June 2020 in line with expectations at £1.0m (2019: £2.4m)
· Year-end cash of £8.2m (Dec 2019: £3.5m) following an equity fundraise in May 2020
· Balance sheet further strengthened through conversion of the US$8.0m GHIF bond
· Over £1.0m of indicative orders for Genedrive® 96 SARS-CoV-2 kit, pending regulatory approvals
· Further orders for the CoV-2 test are anticipated through a widened network of distributors

PP

It’s good to see the board having a new ‘carcass’ to get stuck into.....might stop the pack turning on each other & bring some harmony back to the savannah ;9)

#PeacePlantsPatience

Classic - initiated by our very own Grimshady (nice and direct).

Did Tom really think he was replying to DB despite ‘Grimshady’ username...faux pas one thinks.

Seems ongoing comms although not feeling the love, but I’m no romantic, so who knows!

Keep chin up all, plenty other opportunities if people losing the faith. I still see positives ahead.

#PeacePlantsProsper

Noted Ghia - apologies if missed, is there a reason for not being listed yet? Any ETA in play?

PP

Repost from yesterday if any further thoughts:

Strengths:
- 1-step pre-mixed testing pellet (not reagent kit)
- Less error prone due to above
- High Vol throughout - time efficient
- Quick turnaround - 100mins for all 1 test pack (96 samples)
- 100% Sensitivity / 98.2% Specificity
- Limit of Detection 0.5 copies per micro litre - V.Low (pickup low level infection)
- Multiple Gene targets
- Freeze dried aiding Global transport / storage (room temp stability - unique to GDR/USP)
- Detective control to identify sample swab error
- Deployed on Open Platform
- Software tool to display results
- Competitively priced - £8-£10 (x96 per tube) / circa 60% GM
- CE Approved
- Manufacturing capability (10k per hour)
- Funded
- GHIF Backing
- Sticky LT shareholder base till circa £2???
- Solid SP platform to build from (gaps filled / placing churn complete?)

Weakness:
- Not 1st to market (need to oust incumbents)
- Expand distribution network (US / S.America / Mexico)

Opportunities:
- WHO Approval
- FDA Approval
- Country Specific Approval (eg India / M.East)
- GLOBAL DEMAND across multiple Govts / industries
- Expand distribution network (US / S.America / Mexico)
- Product expansion (POC)
- 1st Wave continuing Global peak (retrigger in UK - reduction in lockdown)
- 2nd Global Wave

Threats:
- WHO Approval
- FDA Approval
- Country Specific Approval (eg India / M.East)
- Primary Competition - incumbent In market
- Secondary Competition - new entrants
- Vaccine dev / approval
- Software tool to display results (DB stated some teething issues)

Please add....

#PlantPower

Oh Swerves, lighten up chap - as I said, just a bit of wkd fun....

.....what is it with some on this board.

Chill out x

#PeacePlantsProsper

So update from last weeks:

Strengths:
- 1-step pre-mixed testing pellet (not reagent kit)
- Less error prone due to above
- High Vol throughout - time efficient
- Quick turnaround - 100mins for all 1 test pack (96 samples)
- 100% Sensitivity / 98.2% Specificity
- Limit of Detection 0.5 copies per micro litre - V.Low (pickup low level infection)
- Multiple Gene targets
- Freeze dried aiding Global transport / storage (room temp stability - unique to GDR/USP)
- Detective control to identify sample swab error
- Deployed on Open Platform
- Software tool to display results
- Competitively priced - £8-£10 (x96 per tube) / circa 60% GM
- CE Approved
- Manufacturing capability (10k per hour)
- Funded
- GHIF Backing
- Sticky LT shareholder base till circa £2???
- Solid SP platform to build from (gaps filled / placing churn complete?)

Weakness:
- Not 1st to market (need to oust incumbents)
- Expand distribution network (US / S.America / Mexico)

Opportunities:
- WHO Approval
- FDA Approval
- Country Specific Approval (eg India / M.East)
- GLOBAL DEMAND across multiple Govts / industries
- Expand distribution network (US / S.America / Mexico)
- Product expansion (POC)
- 1st Wave continuing Global peak (retrigger in UK - reduction in lockdown)
- 2nd Global Wave

Threats:
- WHO Approval
- FDA Approval
- Country Specific Approval (eg India / M.East)
- Primary Competition - incumbent In market
- Secondary Competition - new entrants
- Vaccine dev / approval
- Software tool to display results (DB stated some teething issues)

Please add....

#PlantPower

Agreed @Blustington - in hindsight, those odds need rebalancing!

I prefer LP160606’s! 50/50 2m orders - kits rather than £’s!?!

PP

Good point LB28 - regarding USA / India sales not possible without approval, so would seem unlikely next week.

Bit of wkd fun - views on who we expect first through door on next few weeks (& odds!)?:

- Africa (no WHO approval required) 10/1
- UK (CE Approved) 20/1
- Europe (CE Approve) 15/1
- India (Approval & Orders in 1 mighty RNS) 30/1
- US (FDA Approval & Orders in 1 mighty RNS) 40/1

Or

- Approvals Only (WHO / US / India) 20/1

PP

I’ll punt for 10th, with last drop in SP monday AM for 1 last small top up (hopefully)....

....although if good RNS Mon, I’m clearly good with that.

PP

.....restrictions may be lifting, but I think it’s safe to say, GDR investors are now firmly locked in. So:

- Strong Product
- Strong Demand
- Sales?? (Clue - see above??)

Hope to fill in the blank this time next week.

Good luck all.

PP

.....all debate should be put to bed (or earlier) one way or the other.

Look forward to moving to next chapter of story / debate (e.g. is reported sales / approvals enough).

Till then - hold tight on the budexpress, nitros at the ready, and/or speeding ticket or downward turbulence, or all 3 ahead.

#PeacePlantsProsper

Are you referring to:

https://mobile.crowdicity.com/testingmethods.crowdicity.com/idea/3237330

PP

......interesting MM’s + PEEL sitting on BID....

PP

......and PEEL may have even sat on the BID for a stint today.....

Well I’ll be damned.

PP

.....execute a trade!

Considering so depressed - took me nearly 30mins to execute a trade......

PP

Lively debate - thought of a few more to add:

Strengths:
- 1-step pre-mixed testing pellet
- 100% accuracy
- Freeze dried aiding transport / storage
- Detective control to identify sample swab error
- Competitively priced
- CE Approved
- Manufacturing capability
- Funded
- GHIF Backing

Weakness:
- Not 1st to market (need to oust incumbents)

Opportunities:
- WHO Approval
- FDA Approval
- GLOBAL DEMAND across multiple Govts / industries
- Expand distribution network
- Product expansion (POC)

Threats:
- WHO Approval
- FDA Approval
- Primary Competition - incumbent In market
- Secondary Competition - new entrants
- Vaccine dev / approval

Please add....any more weaknesses??

PP