Member Info for Retireby40

Good point Chesh. The clinical trials are tricky as out of our hands really which is why I’m writing off until Q4 and anything sooner a bonus.
Am pumped for PD and expect this Q and maybe news this month.

Good thinking Chesh. One of the large pitches could well be national deployment of PD in China now thst would be something and domino effect too. Imagine the publicity but also imagine the yearly recurring revenues on reagents as well as AI. One can hope!

NU I was aiming that at Muggins.

We’re still undergoing testing. This didn’t help -

Sufficient datasets are anticipated to be complete early in 2021.

Perhaps the above meant initial data (we had 40 tests done) so a fair bit more to do.

I think PD will be news in weeks and I expect BT to take months rather than weeks.

GB and team have delivered £3.6m of MWG orders in Q1 so let’s be fair. £2.4m revenue Q4 and growth continues as per lab space snd recruitment. Let’s all chill but if you’re not comfortable sell. I’m holding as think both MWG and labskin superb tech and I’m sure positive RNSs to follow.

Muggins said MWG sales had plummeted well things are looking good there IMO and Labskin working with 18 of 20 largest cosmetic cos.

NU who knows but I imagine some are selling see the potential here but see more near term potential elsewhere.

I had planned to reduce here to buy more AVCT but delayed and they’ve since doubled. Frustrating but fortunately still have a decent holding there. I suspect some might be jumping elsewhere and may well come back.

The issue is GB setting unrealistic goals. I saw on twitter people asking GB about a Microsaic tweet which was rampy and said news coming very soon and watch this space. Microsaic pumpy tweet 2 weeks ago and looks amateurish and inappropriate. Just an example of why some get on board and jump ship quickly.

Anyway, am expecting we’re not far away from news but the question is can we get out of this range and into the 40s and stay there.

Fair points NU and yeah this is frustrating and for some it’s marmalade manana (that okay Chesh?).

I’ll assess what the news is until end of Q2 and assess from there as have been here 2 years and done well so can’t complain. Oh and where’s the app?!

If it’s a buy it’s worrying the MM is taking it below the mid-price so surely likely a sell which I’d prefer. Someone bored and moving on. Have to have patience but can be tricky when other stocks on watch list move!

Sure most are awaiting the next few RNSs as I think a news rich period en route.

He can’t hold onto material info to suit a talk.

I can’t believe some are selling when news imminent and all the research being published points to our hospital trial results being matched for hone trial or even bettered as it’s administered earlier. If that’s the case I’m sure the US will be looking at the data and we could have EUA sooner than we think.

News imminent and we’re still over 10% below placing price. Insane.

I know many are expecting news on PD testing and roll out in China but I’m also surprised we haven’t had any meaningful update on labskin from there. We know China’s regs are changing and we have a MOU with a monster Innova Pharma so surprised we’ve had silence for over a year. RNS Jan 21st 2020 -

Integumen signs cooperative alliance MOU with Innocare Group, Shanghai, China

Trading update: Unaudited Revenues up 366% to GBP1m,

Integumen's subsidiary Labskin today announces that it has signed a Memorandum of Understanding with Innocare Group. The cooperative alliance has been established to promote innovation and cooperation between research institutions that will assist commercial enterprises in China with routes to regulatory compliance using Labskin and LabskinAI without the need for animal testing for cosmetics and skincare products.

Gerard Brandon, CEO of Integumen, comments:

"Following a very successful year in 2019, Integumen has started 2020 as the "No.#1 Thought Leader on Skin Microbiome and AI". We have a strong global Top 20 cosmetic and skin care client base and with the signing of this MOU with the Innocare Group, a foothold into the fast-growing Chinese market. Our sales, including recurring revenues, look set to continue strong triple digit growth as our order book of existing and new clients expands across three continents."

Charles Xu, President and CEO of Innocare Group, added:

"We are delighted to be collaborating with Labskin and immediately recognise that our combined expertise, technologies and access to R&D in China and Europe will achieve far more and enable faster commercialisation for our respective technologies on both continents."

Considering we have a large presence in Yorkshire I expect we’ll all over them!

We’re one day nearer and hopefully only a few more infected patients within the necessary viral load needed to complete CV then off to the races. Could well land intraday, if they have the data and just waiting on final few most of the RNS should be written. Sure more will quickly follow on manufacturing numbers domestically and new deals overseas including OEMs and or licensing. I’m not risking trading for a few extra shares when it could well land intraday. Once they have the final tests they’ll have to RNS ASAP.

Even if we announce CV and CE tomorrow for instance the ABDX CFO wouldn’t have had a heads up on it so it’s fine.

No it’s an open tender.

Where are ‘we’? That’s a stretch given you’re not invested. Surely you have better things to do with your time? Given Mologic are giving us some of its capacity and the ELISA is 500 times more sensitive than Abcam’s I’m confident. Also Biokit having tested Affimers rigorously have signed a licensing deal. The Affimer platform clearly the way forward for more accurate and cheaper reagents. Exciting times and hopefully AVA6000 in the clinic in a couple of months.

Also it’s good to have a relationship with Abcam given we have other tests in development. Our ELISA was 500 times more sensitive than Abcam’s which again illustrated the Affimer platform.

Some of the reaction on here with talk on here funny. Imagine no RNS landed which is what many expected! This a bonus and I’m sure they’re taking to many other possible partners once CB finalised as the demand will be massive and need OEM or licensing deals.

A gentle reminder that it’s the most sensitive test of its kind anywhere in the world. ABCAM a great partner and this is a
Bonus as I wasn’t expecting LFT news today. Hopefully CV and CE news in the next week or so.

I really hope there’s no RNS until Thursday as it could take a couple of days for HSBC to set up my new ISA. It’s all about getting as many shares bedded as possible (same applies to SNG, will do £10k of each).

Doggy100 no chance Bozo will announce AVCT but will surely talk more broadly about LFTs and identifying those asymptomatic.

Good spot, hants. Nothing surprises me nowadays with the current administration. Bunch of chancers so it wouldn’t surprise me if they’ll change the way the Innova’s test should be administered to suit their immediate goal. Hopefully we’re ready to take over ASAP but it could needlessly further damaging to LFTs credibility.