Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
@OaW it's 15 days (I'm going to assume working days) after the lab results are submitted to DCGI, not after the application is made. We know they had applied by 12 June presentation but who knows when before/after that the actual results were submitted...
If we assumed they'd been submitted on 12 June then 15 days is up tomorrow. I'm hedging my bets that it was around that time so the approval should, I hope, come through next week. Whether that can translate immediately into orders/sales remains to be seen
@lb28 whilst it's frustrating for some not to have had any updates since the presentation a few weeks back, I'd much rather the next RNS is solid - I can't stand all this wishy washy rampy nonsense I've read in some RNSs from other companies. Be ballsy yes, but only if you can back it up with evidence.
I honestly don't see the point in issuing RNSs without just cause i.e. just to say something for the sake of it. It might boost the sp temporarily, but that's all it is, temporary. We want belting figures from GDR now and if that took another week I wouldn't be bothered - other than I'd like to top slice at £4 sooner rather than later ;-)
@technick tell me about it, 'Approval for sale in India'.. ! ... (subject to T&Cs)
I assume they've had to because I don't think potential sales in India were expected and people could've found them on a list, but still.
@JHFH that was published on 13 Jan 2020 by Pfizer and I assume is what prompted this RNS on 15 Jan by HEMO https://www.lse.co.uk/rns/HEMO/hemos-car-t-cells-effective-against-aml-in-vitro-scfjdxpqlgxz76t.html
Was there speculation about Pfizer back then too? Sorry not been here as long as that. Seems strange to not have been noted as Pfizer all along given that obvious connection...
@flying if you think it's worth it, but I'd recommend posing it as a suggestion to lockdown the website a bit - it just looks bad if anyone can post on there and pretend to be whoever they want. I was more bringing it up before someone rampy jumped on it as fact, to be clear I think it's bs.
@saint no, they've enabled it so that anyone can write on there with comments - just providing a name and email (not published) - it's probably functionality they should remove or at least limit tbh.
So as I was suggesting, I would say it's definitely someone just messing around.
Anyone else feel like someone's taking the p1ss... a comment made on the 'News' page https://www.divoc.health/news:
"JOHN RYLANDS
29/6/2020 05:22:23 pm
Best of luck, Kanav, with the roll-out!
Vital project at such a critical time."
@islandgirl not sure if you're trying to suggest @saint's Twitter images aren't real (?) but just in case then this is the original Linkedin post which I posted on here yesterday
https://www.linkedin.com/posts/david-budd-28a25612_people-suggesting-the-us-is-entering-a-second-activity-6683494481209171968-2JT_
@clark the suggestion is a pilot scheme whereby passengers can volunteer to have a test on their arrival back in the UK - they would then continue to their quarantine location and await results which would then deem their fate.
Your previous suggestion was using offsite airport hangers with thousands of testing machines through which every passenger would have to go and their tests be turned around in time for them to board (or not) the plane - that is most certainly a logistical ball ache and one that imo would still never happen. I'm pretty sure we discussed the legal nightmare resulting from a family being prevented from boarding the plane due to a positive result and ruining their holiday, only to later find out it was a false positive.
Only voluntarily testing when they return to the UK reduces the pressure of the otherwise high throughput onsite labs required - swab samples are taken and then sent away for testing - and the fact the passengers leave to their quarantine location reduces the pressure on result turnaround times...
@marve NCYT may have something buried away but my point was more that there's nothing extra near term at the scale of GDR's AIHL and HCV tests. Medium term investors will want to know that if the test revenue burns out in say 6 months that there'll be something else to pick up the slack and imo there is, the AIHL could support a £150M-200M on its own once at full speed
@marve I think that's a key point, NCYT doesn't really have anything to support the sp once Covid goes away (who knows when) so I think that's probably stunting any further rise. Whereas GDR have huge tests coming online this year and these alone, once revenue generators, support an mcap well north of here
@technick It's a list of regulated companies, I assume we're on there as a result of the DoD contract, but may be wrong..?
I check this URL for EUA approval https://www.fda.gov/medical-devices/coronavirus-disease-2019-covid-19-emergency-use-authorizations-medical-devices/vitro-diagnostics-euas