Member Info for stephen11

If we get the Scottish rollout, additional rollout in the UK, and even a sniff of info from the FDA or American partners, we could be at 8p before the end of January.

Typo - Partnership agreement in US and not UK.

AIM has produced some stratospheric individual share performances since the start of January. Unbelievable really! Fair play to the early adopters.

CEL, FINU, TRLS, and IMMS have all risen between a range of 100%-725% in a single day. These shares are really difficult to buy into on the bell of 8am and the mms set a high bar on the opening price when they see a really good RNS, especially those with figure earning potential.

However, anyone who knows this share will realise the potential we have for days like this in the next 3 months.

We know what's to come here:

- Scottish Rollout

- Added UK Sites

- Specialist Commissioning

- FDA News

- Maybe even some form of partnership agreement for the UK

Hold tight! 6-12p is possible here and could happen in a flash.

GLA.

Stephen11.

On HL.

Biggest riser i've seen in a long, long, time.

Showing 492.50% up on L2.

Genuinely pleased for all those early adopters of this share.

I can see 4 to 4.30pm being a real scramble for shares.

Where can this go?

Fair play to those who got in early.

About to touch +300%...unbelievable.

That would get the blood pumping and do the heart good.

It’s happened before for GDR - who knows - Scottish rollout, news on specialist commissioning, word on FDA application - things could change in an instance.

It only takes one RNS as seen with the companies mentioned in the title.

GLA.

Stephen11.

Very high ranking journal - good supportive evidence for specialist commissioning.

Thanks for sharing 😊

Preventing adverse drug reactions can save time spent in hospital for stroke patients, and prevent lifelong hearing loss for premature infants.

These provide clear cost saving and health economic benefits for the NHS.

GDR operates within the rubric of diagnostic tests, to help predict and eliminate adverse drug reactions, specifically for those who have experienced a stroke and infants born prematurely.

The NHS has been promised £1.5 billion by the new Labour government to advance all areas of diagnostic testing.

We hope GDR will benefit in some way from this funding.

GLA.

Stephen11.

It’s really a pity Stocksaint couldn’t afford to average down.

I feel for him and an sorry he lost £50,000 - I sent him a Christmas card, but he never replied - maybe we could organise a whip-round for him?

Balanced and realistic analysis 🧐

I’m not surprised 33% voted against Russ Shaw.

He evaded all the questions asked of him in the investormeetcompany presentation.

When asked a direct question about cash runway (info that he has to hand) he gave a waffly answer.

When an investor expressed concern about the low Sp he more or less said shareholders should be pleased it’s still above placing levels.

The RNS says the board will engage further with shareholders about this - I’m interested to see how this will play out?

Has anyone seen a situation like this before, recently?

GLA.

Stephen11.

We also have the AGM today.

And yes, last directors buy came out via RNS at 12.20 - so still time.

Nice start to the day SP though. It would be lovely 🥰 to hit 3p before news from bonny Scotland 🏴󠁧󠁢󠁳󠁣󠁴󠁿 lands.

GLA.

Stephen11.

E.g., The following comment was in the Stock Watch, financial section of the Daily Mail -

"There was a post-Christmas lift for Genedrive, up 6.6pc, or 0.15p, at 2.43p, as the pharmacogenetic tester revealed good results for its CYP2C19-ID stroke kit. The AIM-listed firm said that in a 202-patient study the point-of-care kit outperformed lab testing in speed, accuracy, and rate of test failure. The kit is recommended for use by the NHS in prescribing clopidogrel for Ischaemic stroke and transient Ischemic attacks, as 30pc of patients have a genetic resistance."

Couple weekend media interest with the possible Friday £49,000 director buy and Monday morning could get very interesting!

GLA.

Stephen11.

---CYP2C19 - ID Kit---

- The world market is worth over £200m per annum

- UK Market £8.5m/ EU £93.5m/ US £67.5m/ RoW £51m

- CE-IVD marking in application process to open the European market

- Some interested parties want to use the CYP2C19 test on a research only basis around Europe

- Stroke incidence on the increase around the UK and predicted to increase by 60% between 2015 and 2035 (due to obesity and ageing population)

- The turnaround time for the labs is 2 days at the earliest - NICE says the test is time critical and must be done much earlier, as stroke patients are at risk off another stroke at this time

---MTRNR-1 AHIL (Antibiotic Induced Hearing Loss) ---

- Approximately 100 thousand UK neo-natal admissions per year (GDRs potential market)

- Market valued at +£100m worldwide

- UK 8.5m/ EU £46m/ US £34m/ RoW £13.75m

- Already has the CE-IVD cert to sell in EU, Europe, and the world

- EVA evidence generation in place to help achieve full NICE accreditation

- Specialist commissioning is scheduled for April 2025 - though GDR are campaigning for this to happen sooner

GLA.

Stephen11

Scotland is likely to adopt first - see below - around £1.1M per year revenue.

From memory the total addressable market for the UK is circa. £8M

I have went through the entire NHS Scotland report with a fine toothcomb and am now more confident than ever about the future of GDR - but don't take my word for it - read the document yourself.

Basically the Genedrive test trumps the Genomadix test on every measure of clinical accuracy and is also much more cost effective than it's closest rival.

The key comparisons:

- The GDR test would produce a cumulative cost saving for NHS Scotland of £18m over 5 years, whilst the Genomadix test would save £17.3%m over 5 years - WIN for GDR

- The GDR test would cost the NHS £1,172,875 in the first year, whilst the Genomadix test would cost £1,457,055. Importantly, the Genomadix test would be £254,180 more expensive in the first year - WIN for GDR

- The clinical indicators on sensitivity and specificity are much superior for GDR than Genomadix - WIN for GDR

- The failure rate for the GDR test is significantly lower, than that of Genomadix - WIN for GDR

So, £1.17m revenue from NHS Scotland alone if they fully adopt the test.

Add NHS England, Scotland, Wales, Northern Ireland - you do the maths!

Add Europe, America, and the rest of the world - get a bigger calculator.

£££££££££££££££££££££

GLA.

Stephen11.

Indeed, a £49,000 purchase is not to be sneezed at. Could well be another director buy - if so we'll find out on Monday morning.

I’m thinking the same Bighammer - the sp could be anything between 5-10p at fundraise time, if not more.

Funding

- Unaudited cash at 21st Nov 2024 = £3m

- Tax Refund due of £700,000

- £3.7 M available with monthly cash burn of £403,000 (all according to the slides)

Cash Runway £3.7m divided by £403,000

= 9 months (may be more if we get commercial traction/specialist commissioning)

This answers the question i raised with the finance director that he dodged out of!

Funded to August 2024 assuming no sales and longer with commercial traction.