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It really can not be classed as a vaccine. Pfizer and also government officials have been clear to point out that they don't know if the inoculation has prevented disease or simply suppressed symptoms. This tells us that patients were not routinely tested and only patients with symptoms were tested for COVID19. Why is this important? Because there is no way of knowing from the data if people who received the medication still had the virus but didn't present symptoms. They don't know if vaccinated people will still continue to pass on the disease. Or if suppression of one genotype simply allows another that the treatment doesn't suppress then becomes dominant.
This at best is a therapy, at worse simply changes the distribution of genotypes and requires constant treatment with different versions of the drug.
The normal ethics of the trials have been cast aside. Why were patients not regularly tested to prove they were truly immune and not simply reduced symptoms, and why was there no genotyping of the patients that did have the disease to see if there had been positive selective pressure on specific genotypes.
This was rushed, and putting cynicism to one side, we may be creating the perfect storm.
Great steps forward and delivery into the NHS provides £3m per annum since this test will form part of best practise. What a great result for LTHs. What sales outside of the U.K.? Potential £100m per annum and the quality of the data from the NHS work should support strong take up. Acquisition anyone?!
Those that know know that LFD are not as sensitive for infectious disease diagnostics. You need a way of amplifying the signal like you have in qPCR. qPCR can amplify from a single copy if the RNA, potentially a single viral particle. LFD have a limit of detection of between 1,000 and 100,000 viral particles - it simply can't compete. LAMP sits in between the two. It may be sensitive enough but a lot depends on getting sufficient target from the sample into the test...
Come on Genedrive, your time to shine
LB, he has another agenda, he may be a disgruntled employee, someone with a vested interest in seeing GDR do poorly, there is no reason why he should constantly post his negative diatribe on a business he has no interest in. It's one thing having an opinion about performance, but generally you offer a reasoned way in which things could be done better. As I say I suspect a disgruntled employee or a simple narcissist
The cost saving to the NHS are significant. £3m in tests saves £9m in implants and 180 infants going deaf each year - quality of life improved significantly. In the US they estimate $1m is savings for each infant over the lifetime of that individual.
It has, I believe it's £35 per test from memory but that may be incorrect. They are partnering for sales and distribution, again the Information is all out there. The UK market was worth £3m per annum on 90k infants that are given genetamycin for the first time. World wide UK is about 3% suggesting a £100m market potential. FDA has to be next steps if it's not already underway, I suspect it is...
I agree longterm, frustratingly I think GDR has had to bootstrap and UK investors don't understand the true level of investment needed hence companies like GDR who develop great products, never have the real backing. In the US this would have raised £100m and be worth £1Bn like Cepheid, now owned by Danaher. My gut is that DB understands the need to be part of a bigger entity otherwise GDR will just drift into obscurity. Whether its Novacyt, Danaher or one of Danaher companies, I think GDR will be sold in the coming months.
I'd be happy if that was done with a suitable valuation.
Long term, not necessity true, NCYT are in the same market and know what GDR have to offer, it widens their offer into POC and also provides Cytiva manufacture... they know how to sell and they know what regulatory bodies involve...
NCTY could significantly ratchet their value buy acquiring GDR, it provides long term value beyond covid and underpins their attractiveness to a large acquirer... I see some milage in this speculation, perhaps price movement over the coming days will indicate something
Honey, having just thought through the likely repercussions and motives I see the following. NCYT could buy GDR for say £150m, small fry for Danaher and likely below their radar to be frank. But, as a combined entity, NCTY, who through the acquisition of GDR then have a beaded format production with Cyctiva, could be a sizeable acquisition that Danaher would be interested in... That to me joins some interesting dots!