RE: More drivel29 Apr 2023 15:59
Agree MIKODX
In the RNS announcing NICE conditional recommendation at the end of March there were two statements worth noting:
1) from Budd.....'As we CONTINUE with commercial roll out and product adoption... ' ie continue, NOT begin!
2) Further guidance on data collection from NICE is expected in the coming months.
The RNS states the data collection will continue for several years (nothing unusual about that) but think many have missed the fact that we are expecting 'further guidance' coming in just a few months time. What further guidance can there be?FULL recommendation or Best Practise? Or both? they're extremely unlikely to change their stance and revoke both the initial recommendation from February or the final recommendation they announced end of March.
Poss news.
There could also be an announcement regarding funding from DEVOTE and something on how sales are progressing thus far.
News on any sales abroad will quickly have investors stepping back on the train imho.
News on FDA pre submission discussions could also land any day and give us a much clearer idea of timings and costs on gaining access to the US market.
News of other NHS Trusts adopting AIHL will help kick start interest and awareness of just what AIHL can do.
There will be confirmation of the CYP2C19 test beginning it's NICE evaluation in August. This is not the EVA process and so might well result in FULL recommendation in October.
In just 6 months time things could, and almost certainly will, look very different for GDR.
Having read and re-read the latest RNSs I'm quietly confident still things will take a turn for the better much sooner than in 4 years. Reassurance from a couple of more balanced and reliable posters here on why/how RF will not want to see GDR struggle or worse go under, have finally got me locked in once more for the future. Yes, the short term may see the sp dip further but I think its' already oversold. Folks like MRay and Bankrupt are not here out of the goodness of their hearts and will try to get people to sell. Been mulling this over and over for the last 4 weeks since the RNS and having finally calmed down I'm happy with my decision to leave my holding as is and, if anything, will put more in if the sp drops further. There could be positive comms on several matters at any time AND we will almost certainly witness a similar spike to the AIHL Jan/Feb/March surge once the CYP2C19 test begins its NICE evaluation.
GLA Sorry if I flip flop at times but circs with any stock change and can change at a moments notice so I don't think it's sensible to make your investing decision and then just stick to it blindly, ignoring all the indicators that point to whether or not you've made a good/bad choice with your money.
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