Member Info for smudge99

Thought the following extract from the assy tech ad interesting:
Yourgene Health Canada, previously Coastal Genomics, was recently acquired by Yourgene Health and is now entering an exciting period of company growth. Ambitious engineering and business targets have been set for the coming months and years and we are now looking to add key members to our team to help us achieve these goals.
Not sure if it's just the bullish North American job description when compared to the uk equivalent but maybe suggests a ranger expansion of some sort being planned for.

Not sure why but I thought I'd a buy a few at 12.09. Tomorrow I'll put a bet on england to win the World Cup and for it to snow on Christmas day, might have more luck with that. Not sure what the two 50000 thousand share trades relate to but is the 69p sell really the cause of 8% drop? Should have invested it in fruit machines rather than aim, better rate of return! Not sure anyone could counteract the will of the market, whatever its intention is!!!

Apologies if posted before ranger tech in genomic services presentation
https://vimeo.com/778146676

Interesting comments with ref to market capital. A quick scan of the main players and their respective values I could find

Labcorp 21.4b
Quest diagnostics 17.1b
Natera 4.6b
Illumina 34.4b
Qiagen 11.5b

With ygen @16m it seems pretty remote that they'll be able to compete on the same level as these companies without some sort of tie up. The ambry/Konica Minolta valuation is quoted as 278.5b. I think the ambry/ygen nipt offering is the only one KM has maybe they'll show a bit more interest. I'm sure there's a plan. If there is now would be a a good time to share it!!

In lieu of the Dec update I thought I'd see if I could glean if there had been any potential traction from ambry and adl. As the test results appear to be provided securely across the web the labs seem to use an exclusive test result web portal independent from their normal website. No visible numbers yet from similarweb of people accessing the websites Google search/main website has thrown up as the health portal equivalents:

https://www.similarweb.com/website/order.adlhealth.com/#overview

https://www.similarweb.com/website/careportal.ambrygen.com/#overview

Of interest might be the megalab equivalents.

https://www.similarweb.com/website/patient.labcorp.com/#overview

https://www.similarweb.com/website/myquest.questdiagnostics.com/#overview

https://www.similarweb.com/website/my.natera.com/#overview

(natera is just the women's health test portfolio the other two look to be all tests)

If these have 70% of the NA market about 840k nipt tests pa go through these. We'll have to guess what each website visitor equates to for each test used but surely (massive leap of faith) there are a few other tests the megalabs would want to use the ranger tech for too? Now we just need forecast and figures and a few of those millions of visitors!

Thanks GLT. It seems to be a waiting game until they share more. The potential seems unfathomable with the current sp. Just hope I'm not missing something!

As posters have previously mentioned they seem to have dropped information in the slide packs rather than stating it through an rns. Just going back over a few presentations as a refresher and wondered if slide 49 on the cmd presentation had indicated the two likely blue chip sign ups for ranger tech. This slides confirms the competition is illumina, natera, perkin elmer and roche. With no traction on the latter two. With the slide packs saying there are 3-4 megalabs does this indicate that the other two are the likely blue chip sign ups in addition to Labcorp?

What we need is divine intervention from a US gene testing company with an ambivalent approach to profit that has just had a fund raise to help us out:

https://seekingalpha.com/article/4559406-natera-management-stuck-in-a-growth-at-all-cost-mentality

Like for like thinking and all that! Now where has that optimistic guy gone?!

I'd be surprised if any settlement would not include payments beyond the patent expiry but who knows! These labs have been caught out so hopefully not in a strong negotiating position. I just hope the settlements allow labs to use new certified lab flows and hopefully ygens.

I like the statement with ref to the ranger tech and its suitability 'Working with a broad range of partners…' be nice to know who these are and their respective fields of expertise. The presentation looks to be a pitch that ygen is the solution to the problem that the raft of Ravgen US lawsuits have caused. Hopefully we'll have something solid to back this up and I don't mean of the type you flush away (sounds like their have been a few of those in the past) but a great solid RNS.

Thanks Stas, I recall at the time people were calender watching at each preceeding 12month share price drop. Let's hope any Dec update avoids the need to do this! GLA

With reference to the takeover comments is there an AIM Rule that the takeover company can't offer less than the maximum price they have bought any shares for in the last 12 months? I have a vague recollection this was the case during another company's takeover many years ago but i can't find the specific rule so it may no longer be the case. Does anyone with better knowledge know if this is still the case and if it is, and there is a MBO, would they too need to pay the max price in the last 12 months?

I'm not close enough to this company to know if any of the top holders have been added since capital markets day but it would be useful to know if this was the case as there does seem to be more larger holdings than in the ygen shareholder information page. Does anyone know if these investments houses have invested since cmd?

Not sure if this is useful but here's a list of the top 10 holders, similar to the info from the ft link posted a few days ago. Can't see a date of when it was updated but no mention of hsbc which sold their 16m between May and Oct.

https://www.marketscreener.com/quote/stock/YOURGENE-HEALTH-PLC-16860916/company/

Maybe the ygen shareholder page needs an update!

Ahh ok, must have been one of those good idea at the time tests and tie ups and amounted to nothing!

Might have missed this info from the company amongst their 100s of products but were people aware that ygen have linked up with cytox to offer this alzheimers test:

https://www.yourgene-health.com/yourgene-genomic-services/yourgene-genomic-services-genoscore-lab/how-to-get-a-genoscore-lab-test

https://www.genoscore-lab.com/register

https://www.cytoxgroup.com/overview#investment-partners

In Europe Cytox, with its partner Yourgene Health, markets genoSCORE-LAB (www.genoscore-lab.com)

"Ravgen is asking for royalty damages from Quest at the same rate - $100 per test - that it requested and received from the Texas jury in the Labcorp case"
Sounds like these tests will be increased by $100 to cover this royalty. Now could we be lucky for this to work in ygens favour? About time we had some luck!

From the info I could find it looks like qiagen funded a move into citylabs2
https://healthinnovationmanchester.com/news/qiagen-strengthens-uk-footprint-with-move-to-new-manchester-facilities/
Presumably their old premises and ygens new one had some degree of usable infrastructure left (hopefully) to help with the move. It looks like all the labs are in close proximity and wouldn't be surprised if the employees move between these businesses and the uni.

Taken from the 27/7 rns:
Outlook

As we realign our business to focus on post-pandemic growth drivers the strategic pillars for this growth are unchanged: product penetration, geographic expansion, new products and targeted synergistic M&A.
Could a pending acquisition by ygen cause the sp to tank in the short term?

Recently tweeted ygen link for the ranger tech:

https://clpmag.com/disease-states/womens-health/prenatal-testing/fetal-fraction-enrichment-for-nipt/

Thought it interesting that the ygen vice chairman author history quotes the following:

and later became vice president of Personalised Healthcare following its acquisition by QIAGEN.

This old press release provides some more detail:
https://corporate.qiagen.com/newsroom/press-releases/press-release-details/2009/QIAGEN-Acquires-DxS-Ltd--Creating-Leadership-in-Personalized-Healthcare/default.aspx

Does any LTH know if he was employed by qiagen post the dxs Skelton House acquisition? He doesn't appear to have name checked qiagen in his linkedin employment history so seems weird to quote it now. Unless he knows something we don't….