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Am I reading too much into this ? The CLIA Accreditation RNS is coming tmoro alongside Langs £250k Loan Note conversion RNS. Not withstanding the fact he has another £150k Loan Notes convertible by next May 2027 ?

So what are we saying on this ? If no RNS by TUE or WED latest that Lang forgoes the £250k and Ciz simply pay him back interest free ? Probably from the improved Ciz Bio guarantee ??

Upon 23 Feb Ciz Bio were in Final Stages of “The Process”.

“The Company's North American licencing partner Cizzle Bio Inc ("BIO") is now in the final stages of the Clinical Laboratory Improvement Amendments ("CLIA") accreditation process and expect to submit an application for approval in Q2”.

This does conflict with Bermondsey AI offer but that was from 2021. I do believe his CLIA accreditation is a bit like GCSC Coursework back in the day. You go into the exam knowing you are 60% signed off as Work done.

They are in the “Final Stages”. I really don’t think they have to wait 12 weeks from Submission. It will be almost immediate as the RNS states so let’s say within 7 days.

I’d be hopeful of RNS in April.

The AI I fancy you’ve read Bermondsey is from 4 Aug 2021.

I maintain that CLIA Accreditation is on site at OMNI (A bit like having car in for MOT). Everything is there on site. So the Feb RNS means we are now within that 4-12 week window. Just my opinion but I believe any delay will be because they want to align News release Timelines and get their ducks in a line / rather than sweating on CLIA Timeline.

Achieve CLIA. Get the Codes. Start Distribution. News flow on early stage outcomes. New Markets into Europe and beyond.

This time next week Roderney.

First of all I’d like to say that Techtonic is being an excellent composer of this little orchestra. Great work. Good on Bermondsey who has proven his honesty.

CLIA is not my mental hurdle. You don’t announce it in recent RNS for Q2 and put yourself at any Risk for missing that Timeline. So 99% done.

For me the Big one is News on the CPT Codes for Medicaid and Medicare and I am hopeful of these esp due to recent expansion in Payment commitment.

It doesn’t take a Rocket Scientist to predict that CLIA will occur Q2. My source is my brain upon reading the most recent RNS. Neither Bermondsey or Hogbog “Sources” or “Sauces” conflict with this. CLIA has to occur or the SP will be zero. But for me it’s 99% in our favour. And that is not wishful thinking / although you could say that it is.

Don’t think so. Not do think so.

This absolutely Will NOT be double digits next few weeks. The CLIA is a formality so that being the case the SP would be double digits now.

The Risks re future ability to Self Fund into New Markets and to evaluate exactly what the Test delivers (This will take 3 years) re varied ethnicities and how best it fits in to the Cancer Care pathway need crossing first.

Hope I’m wrong of course but I do think so.

Upon CLIA confirmation I’d hope for 3.5p but we shall see. Double digits No way. We do not yet understand how the Test will perform and fit in to desired outcomes.

LB Your Assessment highlights that the Price Bio receive per Test is Pivotal. Ie : Too low and they may not be able to cope with demand. To high and they may not get required Market penetration.

I would have thought there be a smoothing out of Unit Cost per Test received depending on Size and scope of orders. So I don’t think they will ever Sell at 1 specific price per Test. Bwdik ?

Excellent work LB. I will re read later today. Thank you.

Looks like AI has been reading our Chat boards lol.

Also. No way are the USA going to stomach them paying $295 while China get $100 deal. Also / China is pie in the sky until USA gain all the feedback re outcomes of Test practicality.

AI opinion

Based on discussions from Cizzle Biotechnology investors and related market news, there are indications that the company is aiming for a lower-end price point of approximately $100 per test to compete effectively in the market.

Here are the key points regarding Cizzle Biotech’s test pricing:

Target Pricing: While some estimates suggested higher margins (up to $295/test), discussions indicate a strategic focus on a lower-end price of roughly $100 per test to ensure high adoption rates.

Regional Variation: It has been suggested that pricing could vary by market, with a $100 range considered for China, while US prices might be higher ($280 range).

Commercialization Goal: Cizzle is partnering with Cizzle Bio Inc. and other firms to launch their CIZ1B early lung cancer blood test, targeting high-volume testing to lower costs.

Recent Developments: Cizzle has secured deals involving minimum guaranteed royalty payments, including a recent deal for $3.5m over seven years following a 2031 extension, indicating progress toward commercialization in the US.

These discussions and estimates are generally derived from investor forums and early-stage licensing negotiations, with final commercial prices subject to change upon official market launch.

The Bio Website from Thin Shins does say $295. I still think that is on the high and unrealistic side. They need Hospitals to buy en mass. Low cost is the only way.

Let us remember and understand that it won’t be 1 Test per patient will it ? If a patient Tests Positive then that Patient will need multiple follow up Tests to get the all clear.

USA 350m and Canada 40m combined population 400m is Tip of the Iceberg.

Hi Xer58. Yes 10% of $100 to $160. No way are we getting 10% of $295 and yes that was touted before by Ciz but I do remember years after that Ciz climbed down from that. They want the Test cheap to buy so that they can get it out there en mass.

I think the $300 a Test was based on that being competitive when compared to the $1000 Galleria Test which is on the Market but basically gives off false positives and designed for individuals and not hospital setting ie Regulated.

LB. No way are they getting $300 a Test lol. That’s just printing money. Thank you for your input. I’d stick to $100 $120 $160. Absolute No way are they getting anywhere near $200. I remember at the time having my Wings clipped when I heard the lower end of the scale / because Ciz had previously spun the yarn that $250 $300 a Test but that is pie in the sky.

For me their goal above all else is to get the Test out there. To do this you must pitch your price on the cheaper end. Once it’s out there Bio can sit back arms behind head and say they got the job done. At the end of the day USA were the ones to get this moving and thus they should benefit from cheaper unit price. Makes sense to me.

To LB. Some Tout on here $295 per Test but that is at the Highest margin. From memory I read between the lines on an RNS or Directors Talk that Ciz and Bio had their heart set on lower end at $100 per Test. I do believe their mindset is to get the Test out their on the low end cost side and for obvs reasons (To blow the competition away whilst delivering on Best in Class Cancer care delivery - It’s the only way imo).

Counting Cards.

A worthwhile discussion on here would be to collectively offer our own opinion on what True Value is.

We are obvs not at True Value today.

However 3 key barriers must be removed to realise whatever True Value is.

1 / Establish and embed a Clear Route to Market. Await CLIA.

2 / Confirm Product is unique re outcome = Best in Class and Robust amongst all ethnicities.

3 / Remove the need to Issue New Shares. For this we need to Generate enough Revenue self fund / support future development and growth in New Markets.