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(1/8) BOOOOM #GDR thread 
I understand that it has been beaten down but with an Market Cap of 30-35M the opportunity here needs to be explained ...
I understand that it has been beaten down but with an Market Cap of 30-35M the opportunity here needs to be explained ...
(2/8) #GDR has a unique proposition, its one-step PCR means kit is ready from the get-go and no reagents are necessary.
This is huge and cuts a lot of time and resources. And is exactly what Govts (hint hint: UK ÂŁ43BN tender) need due to scarcity of reagent supplies.
This is huge and cuts a lot of time and resources. And is exactly what Govts (hint hint: UK ÂŁ43BN tender) need due to scarcity of reagent supplies.
(3/8) #GDR combined with Multi-Billion dollar Beckman-Coulterâs automation tech allows for rapid pooling and processing of samples at record speed (20 min) 7-900 samples can be processed
Thus, keeping the gold-standard accuracy of PCR with the speed required for mass testing
Thus, keeping the gold-standard accuracy of PCR with the speed required for mass testing
(4/8) #GDR is valued at 30-35M
The market is pricing #GDR to not deliver anything.
Given that Sysmex/Beckman bidded for the ÂŁ43BN tender it is highly likely if they secure it our kits will be sold in the many many millions.
Additionally ...
The market is pricing #GDR to not deliver anything.
Given that Sysmex/Beckman bidded for the ÂŁ43BN tender it is highly likely if they secure it our kits will be sold in the many many millions.
Additionally ...
(5/8) #GDR
Irrespective of the UK, our core opportunity is the US.
Beckman are a diagnostic giant, with decades of infrastructure (in US) at their disposal to assist in the mass rollout of our unique automated pooled PCR offering.
We will easily process 100-250k tests a day
Irrespective of the UK, our core opportunity is the US.
Beckman are a diagnostic giant, with decades of infrastructure (in US) at their disposal to assist in the mass rollout of our unique automated pooled PCR offering.
We will easily process 100-250k tests a day
#GDR (6/8)
We require FDA approval in the US but on the basis of recent approvals it is certain we will gain this within the next 4 weeks
This isnât simply a test kit, as explained above we can process many millions of kits in warp speed.
We require FDA approval in the US but on the basis of recent approvals it is certain we will gain this within the next 4 weeks
This isnât simply a test kit, as explained above we can process many millions of kits in warp speed.
(7/8) #GDR Thus, has an immense opportunity both in the UK and the US.
At such a low mcap the risk is minimal the rewards immense. As we see the pieces of the puzzle come together over the next few months, expect a substantial rerate.
This excludes the POC test opp from 2021
At such a low mcap the risk is minimal the rewards immense. As we see the pieces of the puzzle come together over the next few months, expect a substantial rerate.
This excludes the POC test opp from 2021
(8/8) #GDR as a supplementary note it is great we have vaccines in the pipeline, but we are from the end.
Mass testing remains a central tool due to the uncertainties surrounding these vaccines and their immunity length + Expect testing till 2023 as per ÂŁ43BN UK Govt. Tender
Mass testing remains a central tool due to the uncertainties surrounding these vaccines and their immunity length + Expect testing till 2023 as per ÂŁ43BN UK Govt. Tender
