Member Info for roger65

Hmmm happy to proved wrong Nissan but I don’t think so…. No idea how you calculate today for CTDA given the extended wait others have experienced. Hope you’re right

Bodes well. Thanks Eureka01

CTDA news due first half of May by my reckoning.
News on sales of covid gear in Spain also due soon.
More distribution agreements for Covid gear in EU countries hopefully coming soon.

AIHL roll out to more NHS Trusts hopefully announced soon, along with news of more serious interest from the US and other territories.

We need revenue from NHS Trusts and private health care NICUs and Covid POC equipment in order to fund a submission to the FDA to sell AIHL in the US. One would hope there might be a private sponsor given the life enhancing qualities of the Tests but I have no clue how that side of things works.

The longer we have to wait for news the closer it gets - obviously! This does mean though that traders will be less willing to take the risk of being out when news does land, so I have a feeling we'll have more days like today when the traders are in early and out late. Disappointing to see the BId drop back to 28p after a day of seeing the sp in the blue but that's what to expect for the next week or so imv.

I thought I saw a headline somewhere about a new deadly Covid variant coming out of China. Or did I just imagine that? Ring a bell for anyone else?

So therefore I’m hoping for an after-hours RNS to lock all the traders out of force them to buy back in tomorrow morning. I can dream, can’t I? !

Think we’ll see day traders staying in for longer each day now we’re so close to news but it’s just their way to sell up at the end of each day so…down we go. Think we’ll see exactly the same tomorrow etc until there is some news.

…drops it from 29p to 28p. The mms are having a laugh here! Either that or there’s going to be another larger trade reported later on. Either way it’s typical of AIM. You’re deliberately prevented from really knowing what’s going on or else that might create a level playing field for pis, and we can’t have that, can we?!

Better day but would be happier still if we were in the 30s and further north from the placing price.

Now why on earth would we need one of those now? Volume is fairly low, buys equal to sells. Bit odd. Would a huge order (buy or sell) force that from the mms? Or just cheeky mms trying to cause a stir… Anyway, back to sleep.

Christ, I hope not! I'm expecting CTDA early May so I hope that will at least breathe some life into the sp.

As for a possible takeover, if it were to happen it will be for something reasonable like 85p or maybe £1 per share and that's only if the NHS has started to take up the AIHL machines. No signs of it happening yet. The sales team have been tweeting every few days though so they're clearly really on it and pushing it big time....

Feel gutted with this share. Been here three years and never thought it would end this way but..here we are, years later and STILL no one here can say what it is EUA has to sell, to whom it is selling, for how much or when. Nothing. License updates overdue, JORC updates overdue, DD done and dusted 6 months ago and still nothing from the BOD with anything specific.

If there ever was/is a possible sale they've done an amazing job keeping all the info to themselves. Only got £30k left in here now and sold out mostly when the sp dropped below 10 for the first time after war broke out. Now pretty much written it off. If anything good happens it will be a pleasant and huge surprise. Putin is deranged and will seemingly gladly ruin Russia's economy for decades in the pursuit of some territory that gives Russia a wider corridor down to the Black Sea. No one thought he would go as far as he has thus far so I'm not pinning any tail on this particular donkey. this may be all over by May 9th but I think it's more likely to be 2023 than this year. The US is telling Zelensky to fight it out with the US providing as much military hardware as it can. It will bring Russia to its knees, destroy Ukraine and leave much of the world far poorer. truly dreadful situation all round. No winners.

Utter blx PSG and you know it! Just trying to scare pis now.

Potential is massive. I agree that a takeover is highly unlikely though imho

* certainly NOT for anything like 10x*

Totally agree. It would have happened by now. The only thing that might be feasible is that a pharma is indeed interested but waiting to watch GDR struggle to commercialise and then come in with a low ball offer. With such a low mcap and needing funds to move things forward on several fronts GDR isn’t exactly in a position to bargain. If the sp starts to drop again then I could see a hostile bid being made but certainly north for anything like 10x current value! Cloud cuckoo land. If anyone is looking at GDR then they’ll know what they’re looking for and be ready to swoop in. Personally I hope GDR goes it alone now as I couldn’t see any buyout figure of much more than £50m which would be imho selling us short.

That article is already two and a half weeks old so the tests may already be in use.

I think, if memory serves me right, there were two hospitals within the Manchester Trust that took the AIHL machines (one took 4 machines and the other 2, so 6 in total)& it is the Neonatal units in those that will bring using the tests any time now. More hospitals may have taken machines in the mean time but news on that hasn’t been relayed to share holders. Perhaps the next bit of good publicity is going to be another case of a child’s hearing being saved. AS someone said, more patience is required here and the NHS as a health service is a huge dinosaur and doesn’t move quickly. Budgets and spending have to be approved in each Trust and my guess is this is a monthly occurrence? No idea though in truth.

In terms of the sp we are awaiting a trigger to be pulled. This could be news of the next NHS Trust to adopt the equipment, an individual case or some other private health organisation purchasing the machines. Which ever it is, I hope it comes soon. In 6 months things will hopefully look very different but I’m mindful of the fact GDR need some serious funding to continue developing its next assay for stroke victims, submitting AIHL for approval in the US and the EU, all whilst paying £400k per month to keep the company operating as normal.

Keep saying it but if GDR can announce news regarding revenue from AIHL machines - and maybe even something from the EU for its Covid POC kit (although I’m not so confident on that) - then GDR suddenly becomes a good short term investment as well the obvious massive potential mid to long term.

Username- another witless wonder who simply can’t read more than two or three lines and manage to comprehend what someone is saying. I clearly stated the potential is massive. I’ll leave it at that until you’ve let that sink in.

1DR - are you for real? ‘I think a small amount of patience is required here’! Where have you been for the last two and a half years? Budd himself said the Covid product is too expensive for India & that they won’t look at the UK for now. Thus far they have distribution for 2 out of 27 EU countries and for now at least Covid is not the problem it was. Variants seem to be weakening and we’re learning to live with it so yes, I’d put it in the back pocket until it’s really needed. For now focus on the product that has no competition and a huge market AND is just the first step in a new direction for individual medical care the world over.

As for ‘baying for sales figures’ you will soon change your tune if Budd comes back to the market asking for a fund raise with more dilution. If there are no sales figures in the next three months then a raise is highly likely. Think I’ll keep baying if that’s ok with you.

GDR has massive potential. I have plenty of patience, having bought in when the sp was nearly £1.50, but keep seeing the same weakness holding GDR back. Selling. Plain and simple.

I've said before that the commercialisation of GDR's products is David Budd's Achilles Heel. He was far too slow to take on staff to focus on sales last year and before that. Even though they didn't have the necessary approvals to sell they should have been networking for all they were worth in readiness for when the products could be sold. The situation over India was a huge embarrassment for Budd too. They spent the money on getting approvals to sell there only to then tell the market that GDR's Covid POC kit was far too expensive and so they didn't have a market to sell to! Total shambles but one just has to hope he's learning fast and now that he at least has a couple of sales people working for the company that they know what they're doing. We know nothing about the people he has taken on though. They could have been selling Unilever products before, we have no idea. When trying to sell something you need contacts and ideally pre-existing relationships with companies and individuals who make the key decisions on whether to buy or not. Anyone's guess on whether or not we have these issues sorted or not.

Another worry for me as far as Budd and his sales team are concerned is that since gaining the necessary approvals to sell in the EU back in early December, GDR still only has distribution agreements in place for 2 out 27 EU countries. After 4 months that's not looking so good, no matter what anyone says about Covid and whether or not it is going to be taken seriously again. At the moment none of the new variants appear to be too bad and carry symptoms similar to that of a nasty cold or flu. Basically we can live with it. There will always be vulnerable people who may suffer if they catch it but this has always been the case with the worst flu viruses we get each and every year. The original Covid was of course far more serious and I don't want to sound flippant in any way about it, but we do now have vaccines and boosters to help combat the effects of Covid.

It's starting to look to me as if GDR needs to just focus on AIHL where it currently has no competition and get its name and reputation established as quickly as possible . Forget about the Covid POC kit as clearly no one wants or needs it. If a nasty new variant crops up then we have it up our sleeve but at the moment GDR should be throwing everything at getting AIHL into as many NICUs as it possibly can.

Definitely possible and a Grant-giving body would be ideal rather than a commercial partner ie let's just hope and pray we don't get involved with Beckman again as they proved to be utterly useless before.

It's something different. That said, this is just the tip of the iceberg in terms of how genomic sequencing is going to be able to help people in the future. If GDR can develop more assays to detect targeted genetic mutations then the sky is the limit. My real worry here is that there will be other scientists working along similar lines and if GDR are once again too slow to get their products noticed, purchased and ultimately used across many territories then we could miss the boat again. At the moment the AIHL machine is a world-first, but it certainly won't be the last. GDR need to establish themselves in this arena as quickly as possible to attract funding for the long term future.

I assume they will need EU approvals first though to sell there? That will cost money and take time. They need to get revenue rolling in from the UK first to help secure funding for this, FDA in the US, keeping the running costs of GDR going AND to continue developing the next assay.

The revenue is the all important factor here and the sole reason the sp hasn’t taken off. If Budd shows the market we’re off and sales are under way and set to grow then the likelihood of avoiding another placing will go a long way to providing long term confidence in the business (not the products, as those are unquestionably good) and attract many more investors. Even just retail investors should get the sp back to 70p once we have positive news on the sales front, but with just one ii getting on board I think the sp would reach even dizzier heights.

We need news of sales now. Not in another 3 months time. CTDA in the UK will help a bit too if only to keep the positive news flow going.

Would - help get the ball rolling! Fat fingers.