Member Info for Swissydog

Interesting @Dai and I will be keeping close eye over the next few weeks on QED. still think there could be a sub 1p buy in!

I have had the same thoughts myself @dusterinmong and getting evidence of revenue streams quickly would help the negotiations in our favour further down the line. I mean if you were one of the big US Pharma companies watching Geni with a series of first in class products having already done all of the field work and research that can operate with potentially huge cash flows and low overheads attack one of the largest potential patient markets in the world and you wanted that business badly when would you make a bid. Sometime shortly after approval is secured and before they get so big that you need to make one huge offer above existing sp. This would also give the right company direct access to patients requiring therapeutic drugs to deal with patient situations and increase that therapeutic drugs exposure to the market. All speculation I know but stranger things happen.

A little gem indeed @dusterinmong with lots going on in the next few weeks.

LipidinCode was launched in the US with an addressable market of $1.8Bn and with a serviceable market for us of $240m.

We have CLFS pricing of $1198 / average which allows us to be very competitive in our pricing to take the largest market share possible. Geni are pushing expansion into tier 2 targets now with a very good conversion rates with the sales force strategy.

Regards Cardioincode the American Heart Association AHA/ACC are now considering guideline changes for PRS to stratify patients at high genetic risk using polygenic assessment testing.. The addressable market for this being $10.5Bn and our serviceable market for CIC of $4.5Bn. During the ongoing consultant experience programme Geni have been seeing growth of 20-30 accounts per Quarter and see this continuing into 2024-2025. The Clinical Lab Fee Schedule for CIC Score is at $760 / test. About half of Physicians would order CIC if covered by insurance for those in the low to intermediate risk categories. Therefore if my calculations are correct this could equate to 8.8m prescriptions @ $760/test = $6.46Bn potential.

Geni are also set for preliminary US introductions of ThromboinCode in Q2 2024 and SUDDinCode Q3 2024 and similarly into the UK NHS.

Expansions are predicted into other AHSN regions within the NHS for LipidinCode after success in the NE AHSN. Talks are already progressing in the West Midlands and Barts London. I expect that patient numbers within these regions will be higher than existing NE region where revenues are approx £40-50,000 / month are being achieved.

Revenues from Germany for LipidinCode should start to show in the next financials as will other expansions in Europe.

Mr. Matthew Walls stated that Genincode now has a strategy for rapid revenue growth over the medium term and we should see this leading to breakeven position by mid 2025 and profit driven from then on.

So exciting yes and undervalued, well we all make our own minds up but with FDA approval expected shortly then I certainly want to be holding GeninCode. DYOR and GLA Swissy.

If there aren't any delays with further information requests by FDA then the 150 days timeline from submission of De Novo should be between now and the end of April. I still think that we could get an RNS regards one or two more NHS regions signing up for Lipidincode during the wait if we are lucky. They were in talks with the West Midlands and one of the London regions both of which should have bigger patient numbers than the North East region which is already using it. That would've us a poke in the right direction.

Tro did you take any more Geni profit out yesterday or are you happy holding for now?

Yes wish I had the nerve to sell all I had @7p yesterday and bought back in today as I would of considerably increased my holding and averaged down at the same time. Trouble is an RNS the next day and I would be crying into my cornflakes. I'm happy holding as I still believe in becoming a Geni Jedi Master lol!

@Dai, sorry I was out and missed the QED Investor Meet online but it appears a few more imminent timescales were suggested regards fuel agreements so there may be a buy in opportunity if news flow even hits a slight delay after the open offer is completed.

NB, this is not investment advice and share prices can fluctuate up and down and you might not get all of the original sum you invested back. Oh but you know that being in HE1 once upon a time as do we all ( apart from Tro who is the master!)

Anyway I just thought that it might be a pleasant way to spend and sunny afternoon and £10k. All the best Swissy lol!

Dai you said you missed the boat with Geni but down 8% today and the difference in buys to sells is only 113000 shares. Now you said you could only buy 160K last week when you did a dummy purchase. So I was thinking that if you actually did the purchase for real today then you could perhaps reverse the trend.......just saying, you would do that for your mates wouldn't you LOL!

This was an old post by Diversified on 10th Sept 2021 @ 18.52 Page 19 on this BB.

'@Stifel initiate coverage for @GenIncode with a BUY rating - "With US launch planned for 2022 and potential for sales to reach $225m by 2028E, we see significant upside to the shares." Target price 175p #GENI.

Now we know that the timelines have altered overtime but we should be getting close to launch with good news soon. Yes we have had dilution since this post and the sp at the time was higher but it does indicate a very early indication of potential expected sales going forward ( although historic indications). I'm just glad that I found the broker target price that I wrote about earlier this week and I'm not going mad!!!! no comments on that please. Just use the info as historical BB interest as Geni have moved on since. DYOR and GLA Swissy.

5% this keeps jumping up in 20% but I'm not complaining.

The highest I got quoted to sell this morning was 7.077p but pulling back now with a little profit taking which is acceptable. I can't wait for the big news to arrive!

7.077p just now so perhapsZak got this one right?

6.1p sell now so you could be right Zak!

6.1p sell, climbing nicely!

Just got offered 5.775p to sell but holding onto my golden tickets thank you!

Morning Troajan, just did a dummy sell on Geni and got offered 5.775p so it is creeping upon the background.

Zak's 8.1p Geni short term prediction! We want more than that Tro.....don't we?

Typing error £24M MCAP

I think it is also worth noting that the CLIA Lab licence was granted before the last raise took place and took the sp back then to approx £24M and so with dilution from last raise it would appear that the sp has a chance of flying to 13.56p on good news from FDA just to match that previous MCAP.

I personally am hoping for more than this and it would be great to hear positive news on Lipidincode being adopted into the West Midlands and London NHS regions that were in talks and presentations during the last investor meet presentation.

Lets see what tomorrow brings, GLA Swissy