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VRCI Verici Dx Plc

1.375
0.00 (0.00%)
Verici Dx Investors - VRCI

Verici Dx Investors - VRCI

Share Name Share Symbol Market Stock Type
Verici Dx Plc VRCI London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 1.375 07:30:22
Open Price Low Price High Price Close Price Previous Close
1.375 1.375 1.375 1.375
more quote information »
Industry Sector
HEALTH CARE EQUIPMENT & SERVICES

Top Investor Posts

Top Posts
Posted at 11/6/2025 13:03 by cyberbub
The reality is that Barrington has made a terrible mess of things for the last 2 years. She simply doesn't understand that AIM will always hammer down the share price of pre-profitability companies because the City spivs know they can short into the next placing. She simply didn't raise enough (with a fiod safety margin) to reach profitability before the spivs moved in again. There is zero hope value (apart from short-term ramping), unlike the often huge hope value on the US markets. She made a particularly spectacular mistake a couple of months ago when pre-announcing another placing just a couple of days *before* the critical positive news on Medicare payment approval. FFS! (Smacks own head). The US patent holders and 8% investors must be holding their heads in their hands...

Having said that, there is clearly still value in the company if their sales are growing rapidly as stated. The product fills an important unmet need and saves providers money. The question is simply what price will the placing be at? Or is there any prospect of a premium placing at say 2-3p with a US investor, now that profitability is appearing on the horizon? Or an outright takeover at say 5p by Thermo Fisher? Yes, takeovers at 3-4x market cap are rare but they do happen...

Downside risks include the possibility of delisting due to the hopeless AIM market, and possibly whether Medicare can continue to pay for Tutivia when its funding is due to be decimated (with terrible impacts on millions of Americans) by the orange loon.

Discuss :-)

NAI etc
Posted at 23/3/2025 08:58 by z1co
Volume over the last 5 trading days increased sharply and was around 15 million.

On 14/01/2025 Amati Global Investors Limited had reduced it's holdings to just 5.38% ,
13,061,111 shares.

That must have reduced even further and it's most likely now less than 3%.

Once we get a confirmation that they have finished selling there will sharp rerate of the shares price.
Posted at 15/3/2025 11:04 by cyberbub
Verici is IMO clearly severely undervalued. Mr Market (Mr AIM Spivs Market) must be concerned about (a) whether the delay in Medicare approval means that they will be forced into another placing, (b) whether there is a big holder or smaller PIs selling for tax year losses, (c) the risk of not getting FDA Medicare approval.

Personally I'm not concerned about (b), the tax year is almost over.

(c) I think this is a very very small risk. Tutivia fulfils a proven market,has been proven effective and safe, and is actually being used in hospitals. The approval is just a formality in my view, but I suppose there is a risk of continued delay due to the chaos unleashed on all federal agencies by the fanatics who now run America.

Re. (a), clearly the FDA Medicare delay won't have helped the forecast cashflow. However they are still selling Tutivia privately to transplant centres and we will see the revs in the FY results - unlike many AIM companies it's no longer a pure research company and is making money. They said that they had a cash runway well into 2026, so I would think this is now autumn 2025. So *if* they need to raise money, I see this not taking place for another 3-4 months.

The American shareholders (Mount Sinai) must be shaking their heads in disbelief that AIM is valuing their IP and products which have either no competitors or significantly better performance, the large TAM, the partnership with Fisher, the research advisory group which is packed with global superstars of the transplant field, and the expanding revenues, at well under $10m. If it was listed in the US it would be at 10x today's market cap. Sadly it's not - but that gives risk-tolerant investors an opportunity....

If the undervaluation continues very much longer, I would think the company must become a takeover target by a US buyer? I mean they would be laughing at the cap. Someone could offer 10p tomorrow ($30m, chump change for any significant US healthcare company) and the management would probably feel obliged to recommend it. The instis who first bought in the 9p placing would probably accept a small profit with relief, as would PIs holding from higher up, and obviously anyone buying at today's levels. And no, takeovers at 300-400% premiums are not unheard of.... The Mt Sinai investors hold the IP, but their licence would presumably carry on with any new owners, who would only buy the 92% that Sinai don't own - so no difference for Sinai. It seems like a plausible scenario to me if we stay down here much longer - loads of UK minnows have been snapped up by US sharks in recent months... Maybe Thermo Fisher would be interested...?

NAI
Posted at 06/3/2025 13:41 by cyberbub
The company seems to have promising products, and a global deal with Thermo Fisher is impressive. The main concern here has to be cash levels. They said they have cash runway into 2026 but that will depend on receiving further milestones and a substantial ramp up in sales. The company seems to release very little news to reassure investors about progress, only 2 or 3 RNSes in the last 9 months.
Posted at 18/11/2024 08:10 by bri15
Buyers in early doors,that hasn't happened for a long time, either investors realise bottom been hit or there's been a development behind the scenes so to speak.
Posted at 25/10/2024 21:57 by earwacks
It’s an opportunity if you don’t find a six month delay in revenues from the commerciality of Tutivia a problem. They have enough cash to survive the delay if that’s all it is. The potential to save lives and improve kidney transplant success will also save in care costs. It’s pretty vital they succeed for all sakes not just investors. As Paul Hill pointed out there are many bumps in the road to commerciality for medical innovations. ( read his response to the news on Vox markets). This looks like a lesser bump to me. Maybe not if you have been here pre placings. It very much looked like they had succeeded and hopefully they have. Just going to take a little longer.
Posted at 15/10/2024 12:12 by sirshagalot
Sp dropped way too far ,I have bought some skin in this not a lot .
investors are easy spooked , but at current price levels true risk price ratio i would guess is 5.75p per share.
Please Dyor
Posted at 23/9/2024 20:56 by collywobbler
How interesting that’s what the only other poster on LSE told me to do . I’m so sorry to offend you . Here’s hoping the results are good for us investors ( cough cough ) eh?
Posted at 23/9/2024 20:24 by collywobbler
Well ain’t you two like a pair of buses. I checked that myself but thought it was a bit desperate to remind the thousands of investors frequenting the verici dx advfn bulletin board . Ffs
Posted at 22/7/2024 07:41 by bri15
Good morning my fellow investors, another week ahead of us, let's hope it brings plenty of buys and a nice rise, plus a Tr1 or two would come in very handy 😁

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