Member Info for Threeskins

'To be brutally honest , the indications are that re testing the Co. was outmanoeuvred on most parameters- realisation of a potential open-goal market, speed to market, collaborations, pricing, rapid expansion of test numbers etc etc.'

Natdan -spot on, this has been a feeding frenzy and I just dont think YGEN were in really in the game and could offer a service that was competitive enough for the big deals due to their limited size. Having said that imagine if we hadnt got involved at all.

50K gone , you probably took 32k Twix lol

clearly the market aren't impressed, absolutely no change. I think as soon as break even comes around for me then I'm out until there is some consistent momentum in this stock. I just dont feel it the moment but fundamentally I do think it can be a great business although my faith in their ability to self promote and LR has been seriously challenged.

God it's like Ground Hog day. Back to bed.

I'm sure I've just seen a flying pig.

Good luck all.

If YGEN dont go up soon I think I will be losing my house or my wife. Mmmmm..............

Bakky I agree entirely its not all about Covid, but given its been a once in a lifetime pandemic and there is certainly decent money to be made a temporary reallocation of resource might be the best move 'make hay' and all that. Who knows they might have one this internally already.

Do we know how many thermal cyclers YGEN have? It would be interesting to know what their limiting factor for further scale up (ie, >20K) actually is? Acquiring additional machines may in itself have been a challenge, demand has been enormous with the Govt sequestered many machines.

IMO 20k/month isn't a huge number of tests and I have to admit I was quite alarmed when they made the announcement that this was their target as I had assumed that they were 'bigger 'than this.
My quick calculation, that equates to ~52 plates, I don't know how long the cycle run time of the C19 amplification is, but assuming it is between 30-90min then over a 24hr period a single PCR machine with accompanying automation could theoretically run about 16 plates. Over a month that would equate to ~480 plates (= ~185K tests/month). Obviously this would involve a single machine working flat out 7days/week and we all know in reality its doesn't (and clearly isnt) working like that because there is the human factor (head count, working hours etc) involved and nobody will be working like this (unless of course they are in Chinese testing lab). However the point I am making is that with more machines the burden on machine and man is less but the big numbers can still be met. So I wonder what is the testing infrastructure at YGEN and what has held them back?

I'd like to say I that I am looking forward to the 17th, it would be the perfect tonic before Xmas to finally have some meat on the bones and positive SP movement after the developments this year, but unfortunately I am slightly nervous.
I just hope we aren't all left scratching our heads, feeling completely underwhelmed and wondering where it all went wrong.

Bang on Twix.

Merger?

This just entered my work email, wonder if YGEN get a mention, I suspect not.

https://xtalks.com/webinars/test-better-using-evidence-based-nipt-innovations-to-streamline-prenatal-care/

agree complete bull**** positions but nice if you can get them.

Cooper, are you a member of the flat earth society or the anti-Darwin group? Your comments about vaccine development suggest you might be. BTW 1% of the world population is still a lot of people.
This share is like death by a thousands cuts. Not sure what is going ? It hasnt gained anything over the past year when dozens of biotech have gained from Covid and now that there is light at the end of the tunnel (ermm because of the array of new vaccines) the established stocks are now expected to regain some lost ground over the next 3 or 4 months. What are the odds that YGEN doesn't move in this next cycle as well.

Sorcerer I agree and with hindsight thank goodness there has been additional revenue above the core business. The Covid screening numbers are very low and this is really disappointing. I hadn't really appreciated how small YGEN actually is but there struggle to hit decent numbers says it all. In comparison to a lot of other CROs. 10,000 month (333 tests/day) is 1x PCR plate in a 384 well format, in conventional screening terms this is nothing, I would think a top academic lab or University Hospital could run 1 plate a day. A decent CRO outfit will full automation at all stages of the pipeline (sample processing through screening and subsequent bioinformatics analysis) will be running dozen of 383 well plates per day.
I have thought for some time that unless we get out act together soon the wheels will have come off the PCR bandwagon before we even get started. I hope they hot the 20K soon because this gravy boat running out.

Completely anti climax as I am now starting to expect since locked into this stock.

Bakky I hadnt realised it was still visible will take a look. Thanks

bakky, I agree but the question I keep asking myself is why? Are we all just viewing this through rose tinted glasses ? I dont honestly know why this SP hasn't moved over the last 6 months given all the positive news flow. I dont believe its due to selling, the volumes and monetary values are small and I'm not convinced it is a result of bad publicity. Its difficult to beat the market and they will know exactly who and what YGEN do, the real question is why they dont rate it.

what was the bottom line in yesterdays webinar, are we the last turkey in the shop window at Xmas or going to rise like a phoenix from the covid ashes?

exactly, staff motivation is not a factor. the share save schemes are not short term share profit schemes they are long term 3-5 savings. In a worse case scenario you get your money so its effectively a way of saving money.