Yourgene Health Share Discussion Threads

[catch007] 09/6/2021 10:46

This years results wont set the heather alight however taking a forward view there is a very good outlook imho.

Core business NIPT/Iona should see substantial growth as world recovers eventually from Covid with major US market push. Partnership supply agreements start producing income. A Framework award on any of the lots awarded would be a huge revenue boost and now 2022 onwards hopefully a new significant revenue stream. Lots of if's & but's however YGEN has opportunities in several markets with scalability.

Naturally I am not happy at the share price stagnation especially as I bought a top up chunk circa 20p. A call off order of any of the frameworks lots would soon rectify matters imho.

[ikeadave] 09/6/2021 10:12

It’s been going on for months, drip drip 100k ...

We know the revenue results for last year were below expectations from the trading update and hence it will hit our break-even chances, that’s all a given so not hidden!

This is really about positioning the business for the next few years and taking as much covid bonus cash in the meantime.

The seller surely must run out of shares soon - it’s been months and months!

[ropey] 09/6/2021 09:54

Wow ! You are correct... lot of sells today :-(Why would you want to sell if the foundations that are being placed are solid !?Or is there something that we don't know !!!

[ikeadave] 09/6/2021 09:15

Just a consistent seller ... when they’re done it should move!

[ropey] 09/6/2021 08:28

It's amazing, so many good news stories for this yet it just stalls. What's holding it back or is it winding up like a spring & then it will ?.... I really hope so !?

[catch007] 09/6/2021 08:21

Another building block for the company and building up the USA footprint. I am always a bit sceptical of promises of multi million revenue claims however if the claim comes to fruition then YGEN will be in an excellent place in coming years.

[ropey] 09/6/2021 07:13

Will this make it go north !?https://www.londonstockexchange.com/news-article/YGEN/multi-year-licence-and-supply-agreement/15009498

[best1467] 09/6/2021 07:12

welcome RNS today slightly watered but the comment regarding Multi Million revenue albeit in years to come .
but welcome news all the same

[bcfc22] 03/6/2021 17:39

you can keep an eye on Boots/MHC online sales on this link.
It's been at 100+ daily sales for 2/3 weeks now. Add on the 507 instore sales where shops have been running out of stock due to high demand then it looks pretty rosy atm.

[bcfc22] 03/6/2021 14:55

I think it's safe to say there is increased volume. Just the MHC/Boots deal must be shifting a fair few a week now? Add in the other outlets and yes, very much increased volume it is.
Need to land one or two of those govt contracts in the next 1-2 months. Nipt sales must be decent with Nipt now in south England, Yorkshire and Humberside courtesy of St George's Hospital SAFE test. USA is expected to start returning some good news soon I hope.
All looking good, and can't understand the selling at these prices.

[best1467] 03/6/2021 13:41

Thanks i missed that interview but it certainly bodes well for the private testing growth with the summer holiday season hopefully an RNS ref increased volume in the next 2/3 months

[bcfc22] 03/6/2021 08:25

LR said it on the last video in April; Listen from minute 5.25

[best1467] 03/6/2021 07:40

Bcfc22 I have not read that information on the 10k daily volume capacity could you confirm the source MTIA

[bcfc22] 02/6/2021 10:44

perhaps they can cut some of the flight and holiday prices. How can they more than double the cost of a flight to Portugal and other 'green' destinations and then moan about a test that costs as low as £20.

[timojelly] 02/6/2021 09:32

hTTps://mol.im/a/9643143, Labs maxed out testing

[bcfc22] 02/6/2021 08:32

some interesting bits c/o mala. Nipt (safe/iona) test gaining traction countrywide..good stuff!


Non-invasive prenatal testing (NIPT) is currently being rolled out across England.


We are pleased to inform patients that from 1st June 2021, non-invasive prenatal testing (NIPT) will be offered within the national screening pathway for Down’s syndrome, Edwards’ syndrome and Patau’s syndrome.


NIPT to be evaluated as a new part of NHS screening pathway for Down’s syndrome, Edwards’ syndrome and Patau’s syndrome

[bcfc22] 28/5/2021 18:37

yes, one of the reasons I expect govt framework orders; inhouse one stop shop! procurement people like that. Apparently nobody else can offer this service out of 170 other suppliers!

CONCLUSION
Yourgene Health have developed a robust database monitoring and
laboratory workflow for viral strain development to complement the
Clarigene SARS-CoV-2 assay. This process allows us to be confident
that so far the performance of the Clarigene assay is not impacted
by any strains circulating at high levels in the population. The design
of the Clarigene assay relies not on amplification of the apparently
highly mutable S gene, but on the relatively more stable N and E
genes. Users can therefore be confident in the ongoing, long-term
ability of the assay to detect emerging SARS-CoV-2 strains

[bcfc22] 24/5/2021 17:21

Lot 3 with only 9 suppliers will surely reward Ygen? I know there are some big boys in there but maybe they can share it around a bit..I mean they can't get all £2.5B to themselves, I hope not anyway!

[bcfc22] 24/5/2021 17:17

Ygen have upped their initial capacity from 10k a month to 10k a day. Some increase that is. If govt work comes in with any sort of volume then I see that 10k being used up, no problem.
We know they used to charge around £50 per test/lab process, so even if we said £25 a test then that's big beans for Ygen.

[billy3] 24/5/2021 17:15

Thanks. Yes I did see all of those.

I think if more people did research before buying instead of just listening to tips and chasing a quick buck, more would buy this share. It looks great value for the long term. Even short term has great upside.

[bcfc22] 24/5/2021 17:11

I think we are on the cusp Billy. Did you notice all the govt tender lots Ygen managed to get on. One of only 3 companies to get into all 4 lots. Take a look on bidstats to see the lots in more detail if you need to.

[bcfc22] 24/5/2021 16:33

there should be plenty of good newsflow coming up here billy3. Just look at the mouth watering govt potential alone.