Carefully Does It
21 Dec 2017
Re: RNS: more allergens added Volume of sales has been low.Hard to judge broad market take on the results as low volume sales have driven the price. We know there have been no high % owner sales or buys - in other words deep pockets are prepared to hold. That's good.
mnbvvvvvvvvvvvcxz
21 Dec 2017
Re: RNS: more allergens added IDH wanted to buy their allergy business. They had £30,000,000 in cash, £15,000,000 would have been a nice price- resulting in lots of development cash a solid balance sheet.IDH already had the distribution rights in many geographic areas so they are talking about relatively little. Unless of course they are really talking about the terms of a merger between two or more parties to create critical mass. Then the protracted discussions might be explained.The hammered share price below the two diluting issues at 23p and 18p says the market does not like it.
Carefully Does It
21 Dec 2017
Re: RNS: more allergens added Perhaps ODX are negotiating for a very beneficial deal. It takes time.IDH do need ODX capabilities.There's more to it than just signatures.
mnbvvvvvvvvvvvcxz
21 Dec 2017
Re: RNS: more allergens added "The untoward pie in the sky IDH allergy deal has been in negotiation for over a year! It's like Billy Bunter's postal order never arrives but always promised".The market is disappointed hence the drop on the news. More allergy tests approved but no deal announced. Surely both together would have been possible instead repeat the grant amount and state that more tests available. When and where will the sales start flowing?
gretel
21 Dec 2017
RNS: more allergens added Quite apart from the good news today re the additional allergens, it's notable that ODX go so far out on a limb to emphasise in public that:"we remain positive that we will conclude commercialisation discussions with Immunodiagnostic Systems in the near future."I'd guess there'll be an announcement in the New Year (Jan/Feb) if all goes smoothly.
mnbvvvvvvvvvvvcxz
18 Dec 2017
Re: Great tip disorder- huh? On what basis? As a long term holder we have been here many times before. The untoward pie in the sky IDH allergy deal has been in negotiation for over a year! It's like Billy Bunter's postal order never arrives but always promised.It will be six months before the "headwinds" effect is known. The interim statement of two months ago gave the impression everything was on track- well it wasn't we live with the consequences.Some real meat in the dish please.
Disorder
18 Dec 2017
Re: Great tip disorder "I think in the 2 weeks of 2018 we will very likely be back to from where we fell."With just shy of a 10% gain today a few more days like this and it will be back to last weeks levels.At that point I think the new guys will start to pick up support from investors and the sp will climb.Lets see...
Disorder
15 Dec 2017
Re: Great tip disorder Hmmmmmm..As already stated..Out with the old and in with the new.New guys always want to get all bad, news out.It then provides them a base from which to build, but also crow about their own success.Great products, very niche though (Again as already stated) but certainly sound foundations.The drop knocked me for six a bit, but akin to PMO who fell like a lead balloon 3 weeks ago, those who braved the storm, saw value where others didn't are already in excess of 50% up..I think in the 2 weeks of 2018 we will very likely be back to from where we fell.It wasnt meant to be this way.!!!!!!
mnbvvvvvvvvvvvcxz
14 Dec 2017
Re: immunodiagnostic holdings reading be... Re the fall in share price to below the offer price. A new CEO airs the dirty washing to establish a low baseline from which to move forward. Read the last IDH report their new man Jaap is chopping and changing the sales and distribution system. Let's hope he gets it rolling fast their problem is a being a niche player with a narrow range of tests. Allergies are a big one for both companies so what's the problem in doing a deal? Is it personalities? David Evans is common to both companies and has considerable experiences brokering deals. I am underwater big time being a long term holder but will be buying more at these prices. If they don't sort matters out a bidder will as a as even a 50% premium at these levels is a gift.
pharmaspecialist
14 Dec 2017
Re: immunodiagnostic holdings reading betwee... Yes I think you may well be right mnbv etc. I think some will say that both Omega and IDS need better strategic thinking and commercial focus and replacing CEOs may achieve this I hope. Developing diagnostic products is a painstaking and slow process by its nature but I think you can argue that Omega needs a leader with a bit more imagination to get things moving.
mnbvvvvvvvvvvvcxz
14 Dec 2017
immunodiagnostic holdings reading between the lines Funny that both MD's have been shifted out or sideways. There comes a time when their ingrained habits fail to adapt to the needs of the market.Take a look at erstwhile partner for automated allergy tests. They are reorganising their sales function under their new CEO Jaap. A year ago IDH wanted to buy the allergy business they had £30mm cash to pay for it. At £13mm it would have been 12-13p per share. Instead someone held back from selling I wonder who? Then this extremely protracted negotiation over selling the 40+ tests ready to go. Remember the critical mass was to be 40 tests Omega have exceed that already but negotiations drag on.IDH it seems are negotiating with several prospective partners does that mean playing one off against another?Both companies need more sales when will it get through to them to get a move on? Getting ISO 13485 is hardly a milestone it's a basic step permission from the regulator's to sell. Good news flow is desparately needed.
gretel
14 Dec 2017
Interim results today Finncap have reduced their target price to 27p (from 30p) after today's less than stellar results and outlook:[link] disappointing, but given the strong core business - which continues to have very good, global growth potential - plus CD4, Allersys, malaria etc I can't see too much downside from the early markdown.Importantly, ODX are now very well funded. But they have to give investors confidence and reasons to buy. Hopefully a deal will IDH will finally emerge, which would be a start.
Maverick
14 Dec 2017
Great tip disorder Got any more? ;-(
mnbvvvvvvvvvvvcxz
14 Dec 2017
where's the beef? Here we go again - underwhelmed.
Disorder
02 Dec 2017
Volumes Much healthier volumes. 
It also helps eradicate the vast great swings we so often see.Much rather see a steady increase instead of the massive rises followed by the even more dramatic falls we see so often on ramped to death stocks like PYC... (You have to feel sorry for those sucked in and now left holding the baby)ODX, on the other hand... Has IP that "Is Needed" is required and benefits people.I have only recently bought back in... I held the stock many many years ago and now is the time I think its due a breakout, and with CE approvals coming thick and fast IMO no better time than now to buy the dream.Another one I have recently bought into is EMH (European Metal Holdings)Battery power is hyped to become the new manner in which electricity is provided, cars are powered etc etc... (I dont actually buy that dream, but I will buy the stocks... )Well, EMH sits on the largest European Lithium deposits... is over 50% off year highs, is financed and has resolved recent spats ....Very lightly traded and due a massive re-rating IMO straight back to from where it fell (Minimum 100% just to get back there)...
