Member Info for GIVMESUNSHINE

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Agree fully - Cash of £5.2 million as of 30Sept and no mention of current cash levels is a big concern given the lack of sales growth and increasing headcount new and labs to run .. Dont have to be a genius to now work out current cash levels and they will be closer to £2 million than 3.. OBD needs demonstrate funding for next 12-18 minimum , simply cant keep burning through SH money.. I think that the logic for the partnerships.. however Still and CIRT and PSE to fund for some time yet .. I hope that they agree partnership with upfront cash ,, but dont like to cling on to that as our only hope given the only have a couple of months to complete such a deal... I'm sure vuples etc would do one last fund raise, but paitence must be wearing thin and at what price ?

Dibs - Yes it does irk a bit... Company is doing so much well, but 97 test in June (announced just before a placing) .. Lets see, I fully understand that there many challeges and they have acheved alot, but if the buisness whats to keeps launch products before the first is making meaningful revenue then Shareholder wont get to see that value ,, its a business at the end of the day and £16 million rasied in the last 14 months will be now gone by April latest IMO .. So if those numbers are correct its not good enough. However Im looking forward to the presentation, I did free up a pile of cash to add , was holding back for the results irrespective of SP, but wont be throw anymore in unless we have clarifty on the finacial position going forwards.

Its not a wild guess if you can read :)

Dug - Also to note - OBD have always presented sales amounts as "since launch"

Dug -Total 432 as of end of June23 So 516 looks too low.. but it we take it at face value 254 test since year end - about 85 a month . Lets see whats in the presentation .. I think the use of the words "lower" and "continued post year end" make the 220 a month highly unlikely IMO .. lets hope so

Agree - its all part of the ride - its important to look forwards - I will be putting some questions together for the webinar..As im sure many on here will

Hi Dug

-Yes, was loooking for a smaller growth to about 160-200 test permonth - anywhere is that reigon and would be happy .. main reason would be that it demostrated the strategy is working, even though funding would be required, no problem .. we reached 97 test in June23 - to me the statent clearly says the says since june on a monthly basis have been lowever per month - so no groth , in fact a drop.... Not sure this was "as expected" as statement in the last webinar.. Hence my primary thought are on the short to mid term funding.. Maybe Partners.. But its a bit squeaky if the above is correct ..Im sure OBDprojects will be do well .. balance sheet needs something urgent if my interpretation numbers from the results are correct

Dug - OK , I get that - but the clarifying statement is at odds - at they dont say 780 test since year end - they say total to date,.

There is no way this statemnt can equal 200 + test a month ?

"as we expected and saw LOWER orders through the summer months. Post-year end, in the final quarter of the calendar year, ORDERS PER DAY HAVE REMAINED AT SIMILAR LEVELS TO THE SUMMER.

Was all about Cirt for me - that will pay the bills, but with circa 50-60 tests per month the burn is too high .. Partners or funding needed

Island - not spreading fear - been here a while. its quite clear in that statement

Morning Dug I think you are wrong (hopefully not) read carefully.. that is CIRT Total to date - averaging about 70 a month.. which is killer for cashflow

After particularly strong growth into June 2023, we expected and saw lower orders through the summer months. Post-year end, in the final quarter of the calendar year, orders per day have remained at similar levels to the summe

launched in February 2022, EpiSwitch(R) CiRT is OBD's flagship product, a first-of-its-kind predictive test of a patient's likely response to immune checkpoint inhibitors (ICIs), which work to stimulate a patient's immune system to find and fight cancer. 516 CiRT tests were ordered in the year to 30 September 2023, by a total of 57 doctors (FY22: 79 tests, ordered by 7 doctors). Up to the date of this report, a total of 770 CiRT tests have now been ordered.

Morning - Not that pleased with this morings update - Key short term issue being that Cirt Sales have remained stagnet / lower than the June 23 level - Lots of words etc, but at the end of the day they are goibf to need funding or pull a deal out of thier hat for the other tests. for me it all held on the promising groeth of CIRT and that has been missed for now, will not be selling, but certainly wont add until funding is now resolved.

Lots of AIM Punters money in at the moment, Im ignoring any SP movement. looking forwards to digesting tomorrow update

Hoping for a good detailed update tomorrow, we roughtly know what the headline financial numbers will be, on the face of it not that high due to to scale up only getting motoring in May June , the delayed invoicing and no allowance in receivables.

However Cirt numbers as of Dec will be very important - hoping for 160 -200 tests a month by Dec23 which would put income for 24 pushing toward $5-6million without any further growth.

Update on Number of doctors, Plans for BUPA, Reimbursment rate, UK Lab progress, Inital feedback on PSE I dont expect any numbers as yet.

Key for me is that the growth plan is moving forwards wekk on CIRT - 160 Month would be good , but there is potential for more.. resourse's are the only thing holding the growth back

Dug - I was taking about the placing 5months ago - vulpes bought 9 million in the placing @11p - offloaded less than 3% of his holding after a 4bagger .. I'm 100% with you on this one .. just PI looking to blame someone for thier trading mistakes IMO

Morning Dug - not wishing to pick holes - but your post is ironically factually incorrect :0) - SD (Vulpes) bought another 9 million @11p in the placing - However this does reinforce your point even more , he's increased his holding by net 8 million ish over the last 6 months

No offence intended - Just not sure why you want him to go though.. Its good for him to have the power to look after his investment by insisting on being on the BOD.. At least it gives some level of governance that its not being run as a lifestyle company like of AIM BIOs..I feel alot more comfortable with a signiicant shareholder on the board myself

404x - you have to bear in mind the SD's fund had been buying into obd since the 160's - hes significantly more commited ad paitent with OBD than anyone on here. If you look, over the years he has averaged down buying more all the way down to the 11p placing - Give that he 3-4 bagged of the last placing I think risk management and the PSE blast off allowed him to de leverage a very small amount on the volume..hardly selling out and running for the hills - just ocmmon sense IMO

Hi Krull - I think we have enough on our plate for now with Cirt and PSE.. However its good that we have alot of sunk costs with the labs -should cost much less to lauch new tests as capacity already there

Hi Nick.

Agree , The Oncologists on board was at 30 end of May and 47 End of July.. No update since other than social posts. as a rule of thumb established doctors were averaging 2-3 tests a month, so to get to 200 tests guessing about anonth 30-40 would be needed to get to 200 a month .. However theres not much data to go on . and word of mounth could start to coming into play .. I dont think BUPA will have any notable impact as yet, but never know

5085 - Nice find - How do you dig this stuff up ?

Nick /Dug - Agree I think a huge driver for Cirt is also the fact that it can contracdict established methods to highlight the there is a high chance of sucess, giving a chance to people that may well have been denied ICI using current methods.. That makes it a very poweverful tool to be deployed within all that is current avaiable to the oncologyst and insurers not about saving money as such , but using it effectively.. The quick time for results is also of huge importance.

Nick - the 50 number of doctors is way out of date and will almost certainly risen, nothing updated since end of july. - all we know for sure is that the comapny has held at least 3 more clinical advisory sessions on the west coast (Linkdin) but could be many more.