Member Info for Safy

@KD82

Yeah sorry i just dont like to ramp, losing 200 could be like losing 200k for some if it doesnt spike or spikes for a moment and straight down. A regular guy might just be trading furlough cash for a better life for his kids and he gets spiked by rampers. So i try my best to exercise caution.

We had Kenbob who was 500 down and had a meltdown. I enjoyed his tips and he was always on point. Its often the case that when you tip a share and dont buy in, it goes up, and when you buy in, more often it goes down.

Anyway back to topic, it seems ODX is a week ahead of us?? if yes then adjust my timelines minus 1 week and instead of my Friday earliest dates replace it with Monday. I think the company gets notified on Monday and they update the website on Tuesday. And also expect a 5pm RNS on Monday or Tuesday 7am.

@KD82

Its a risk right and im not giving buying advice, just pointed out that IF the letter of the law is applied that we go up on approvals, then those could be the approval dates, or weeks. We went 40% up on the WHO last time. I dont think it'll be 40% this time, but even a 10% spike is still 10%.

If someone will share the ODX timeline with us, i think they are 1-2 weeks ahead of us, which means we can see what happens there first.

L2 on ADVFN is wrong

All the 89's are buys but showing as sells
the 88 and 87 are sells

91 paid

nope its 91 now with SHOC
Peel at 93

Ethio / ST - Please use my logic to figure out the ODX Mologic date for approval and let me know so i can top up prior for a trade.

I don't control the timeline, this is based on a real case scenario which is from June.

I've spent a good few hours getting the information I have provided this evening together, if any of you folks find it useful then please can you donate 50p to 1 pound to a charity or buy something cheap from the supermarket and put it in the food bank section. I dont have the time to keep doing this, nor do i enjoy it. Some people or rather quite a few of us took the bait laid by the rampers and im just trying to help myself and others out.

Lastly we all know the score, I cant dictate whether we get WHO, but if FDA comes before the date, then its hard to believe WHO wont come. It might be the easiest few quid anyone makes on here if they time a top up correctly. Its not ramp, i'm just following the logic.

Our case study is Smart Detect SARS-CoV-2 rRT-PCR Kit by InBios International, Inc.

9th June it was awaiting submission - https://www.who.int/diagnostics_laboratory/200609_eul_covid19_ivd_update.pdf?ua=1

16th June it went to in Process - https://www.who.int/diagnostics_laboratory/200616_eul_covid19_ivd_update.pdf?ua=1

23rd June it stayed In Process - https://www.who.int/diagnostics_laboratory/200623_eul_covid19_ivd_update.pdf?ua=1

30th June it stayed In Process - https://www.who.int/diagnostics_laboratory/200630_eul_covid19_ivd_update.pdf?ua=1

7th July - It went to information requested from
manufacturer - https://www.who.int/diagnostics_laboratory/200707_eul_covid19_ivd_update.pdf?ua=1

14th July Assumed Complete (Diamond Symbol) - https://www.who.int/diagnostics_laboratory/200714_eul_covid19_ivd_update.pdf?ua=1

I checked for thermo fisher PCR test as i recognised the company on WHO who also have that diamond symbol and they come up in the WHO site so im assuming it means approved - https://www.who.int/docs/default-source/coronaviruse/diagnostics--technical-faqs-for-website.pdf

All things considered it takes 6 weeks to complete from the last awaiting submission to first moving to In Process. The site is updated every Tuesday. The site may also be running a few days behind. If they dont need to request information from us then 25th August for WHO but i suspect we would know a few days early so maybe 21st, if they need to request information from us, assuming GDR send it in asap and its not an issue with the test, it could be 28th to 1st Sept.

thanks Grim, i remembered seeing one test, i assumed wrongly as the AIHL is next to market.

Thanks Clark / Ethio

So weve definitely changed status. If someone has the time and links to historical updates perhaps they can work out how long it takes to move from in process to the next status?

I've looked on the internet archive but that page wasnt being hit enough to get an archive.

sorry ST - i didnt know about a WHO covid fund.

Perhaps its one to ask GDR, do you have a link to it?

ST

I dont think WHO matters to GHIF for Covid, what does matter is that hearing test.

They have already done their Covid funding, look on their site.

However we are against the AIHL test on GHIF. I genuinely think if GDR play that one right its got huge potential from this SP, not the 200's.

Its the first of its kind and can stop permanent hearing loss. Which country in the world would not want that? thats what GHIF want to show on their website. Their money saved X peoples hearing, they are not interested in how many Covid tests they had a hand in.

@ST

If i knew what was going on with this share i wouldnt have bought in when i did. Or at least i'd had sold out ages ago and bought back in at 65p.

I genuinely dont know what the order is, WHO could well be symbolic? could they promote you in poor countries? ive no idea,

But one thing that is pretty much nailed on is there has to be some news... cant have all these things in the pipeline and nothing coming of it. I set myself a deadline of waiting till month end and then if nothing just get out, but all the Beckman RNS has done is made me it complicated as arguably thats worth more than any approval - i think!!

This does not constitute buying advice, i am not ramping this share. Most of this information has been discussed with the board already. Its good to have it in one place.

Lots of news flow over the next 5-6 weeks.

FDA
ICMR
WHO
1m order following FDA or ICMR
Beckman Lab
God knows what else.

5 bits of news over a 6 week window? But i suspect it could all be at the middle or tail end of the month.

Questions posed to GDR / Walbrook and the answers I received. I have no time to type set it. I've summarised the answers as best as i could.

ICMR application is still in progress, GDR are navigating the process and accept its taking longer than hoped. Company remains confident they will get ICMR approval. My own assumption here is that if there is feedback from ICMR, once resubmitted GDR don’t move you to the top of the queue. They go to the back on the queue? I don’t think I can confirm that with ICMR though.

Divoc lab, which test will they use? The lab will use GDR test assuming GDR get ICMR approval.

FDA - when did we apply? Same time as the other approvals, give or take a week.

Do Backman Coulter have their own Covid test? No they don’t.

What is the Beckman Coulter lab set up, these are not PCR machines, these are robots doing the testing job. Not a small manual operation. The set up is similar to what the NHS use in their Lighthouse labs where the NHS use Thermo Fisher kit. This is a large scale operation. I should have asked if this set up is a like for like with an NHS Lighthouse lab in terms of size and scale?

POC test timeline, could it be bought forward in light of DNA nudge? That is market sensitive information and they cannot answer.

Suggestion given to GDR to break up the RNS updates in future, example cited trading update RNS, I wrote it should/could have easily been two RNS updates. GDR appreciate feedback, they also understand wider market dynamics in terms of updates. GDR don’t like to overstate what is going on. They appreciate feedback and will notify share holders when there are market sensitive updates to be made. I would prefer an AVCT style news feed but it is what it is. At least they know now and im hoping others have said the same too.

Could the Beckman lab be replicated in other locations in and out of the country? Yes

Is there a risk that all this could be too little too late, Testing is being recognised and ramped up in countries all over the world. Labs are competing with each other on reagents and test consumables in the way they were states were competing for PPE (Got this from US News source). The partnership with Beckman mitigates this risk. There are time delays in many states in the US (not all) where the demand for reagents etc means tests are harder to come by for many people. I cannot confirm this, im not from America.

Beckman Lab – anything else? It’s a unique partnership in a sense that they have all the testing kit / solutions under one roof. They produce the reagents, they make and support the robots, Cytiva is owned by the parent company.

Sales reference - Beckman partnership can and will be used in sales pitches.

WHO - As FDA, they dont control the timeline, but it seems we may have changed application status.

Not when I’ve read the same line since the SP was in the 200’s and ended up being 65p. I got suckered in like lots of others.

Sorry but I won’t apologise for that.

Big bench give it a rest mate - ****ing wrong every single time for the last few months.

This is a step in the right direction if it’s changed status. I normally don’t pay attention to this so I can’t say for certain it has. But I think it may have.

For anyone new reading this it’s not news any day for WHO, there is potentially 3 updates next. Only 1 of 3 would be complete, the other two are more information. Last updated on 28 July.

https://www.who.int/diagnostics_laboratory/200804_eul_covid19_ivd_update.pdf?ua=1

Have we moved from awaiting submission to in process?

PP i can see what your looking at

But the 84.30 are buys not sells imo, just printed wrongly as i explained yday

Placing price in line with current SP. Good on them for doing that.