Member Info for technick

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

just done the same BigAl

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

we do dream we do

we do dream

It has been dream, it has been

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...

Allah, they are not true poc, they are small lab units

Those that know know that there's a lot of things that the CEO has indicated is coming

Thanks Dave, will be interesting. I suspect some unreported until tomorrow too.

Still on little volume, curious

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.

think it was someone on here just said they'd heard a rumour, probably the same rumour your guys circled back to you!

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!

You have to take todays value as a starting point. Realistically if someone was to offer £100m-£150m then DB would have to consider it as a significant multiple on todays MC and I suspect shareholders would vote for it too....

Market cap of around £100m+ would be a fair price with approvals in place

From what DB said the reason for the delay is the fact that GDR tried to do too much so that the regulatory bodies wanted everything to go into one application... so when saliva was added to swab as a sample type it simply delayed the approval... it will all come good but I can't help think we will be sold sooner rather than later now, better be a good price!