Member Info for GIVMESUNSHINE

5085

Thanks - I have no doubt in that at all that BUPA will be using PSE at some point in the near future. Given the relationship we have with Cirt, PSE must have been on the Agenda within those Cirt discusions and as well have seen BUPA is proud to pioneer with new technology. Just a matter of time IMO

Im not one for trade watching but noticed the volume drop right off over the last two sessions , gut feeling that this will bounce over the next few sessions..However i'm never right, so not worth posting really - Just bored :)

Hi Dug

Its still very early days for PSE.. I think it will take a while to get agreements in place, may start to get news on those over the coming months, thats why steve is onboard..Cant see there being rocket sales of PSE just yet, but all looking good

Agree - but most important thimg right now is to get sales up and stop burning through money.. I'm sure they are fully aware of these trial in significantly more detail than yourself... Teaching to suck eggs a bit , without any knowledge of the commcial and resourse constraints that go with these.. I sure they dont need to be told

Listen to the presentation Dug .. they are already publisihng technical case data from the US CIRT. Its a clearly spelt out strategy and the guy knows his stuff..other may need convincing, but that the way they are going

Cyber - I dont think there is a single oncologist that would do a Cirt and then refuse treatment.. As it stands the current methods cant predict, cyrstal ball and luck of the gods, this is about making informed rational.. At last count accumilative 400 tests, and case studes starting to build waht will be a very big pool of data,..Same with PSE - Itswill go straight into Private Hospitals and when you have enough data that case file will be taken to NICE etc ..Rather than wait cap in hand for 3 years .. BUPA deal is a clear example ... These are not my words . In May's presentation its spelt out very clearly in the Q+A

Real World Data will be trickling through for CiRT, OBD already starting to referece case studies from Cirt - There no better validation than in the Clinic .

Another thing - Steve Arrivo has arrived .. impressive CV and not your usual AIM SVP - couldn't have found a Better Scalp.

NU - Agree, the fact that a company delivered ahead of schedule is a big positive - it literally never happens on the AIM - and getting the Medi Code in 3 months !!!! Come on .. Mega impressive .. other UK bios with diagnostic devices with FDA still waiting nearly pushing 2 years with no joy

Spot on - it's the reason I'm invested, would love an update on CiRT, but me thinks we may have to wait until after Xmas... I really don't think the management are getting credit for what they've achieved in such a short timeline

Well - Dug .. you can now buy back if you wish at profit (wish I sold some of my golden tickets now :0)

Chill -Nothing posted on these boards affect your investment, only your faith in humanity!!!

Uk is obviously a market that OBD would like to have , and the BUPA Deal is by far the biggest OBD have achieved so far .. but it has been stated many many times in presentations etc that they are looking to penetrate the US Market , they are mostly based in the US and me VP on sales is based in the US .. UK IS Small fry .. Whilst the addressable market is only 5 times bigger , the Private Medical sector is 100's of time bigger dwarfing the NHS at least tenfold .. BUPA seal covers over 2 million people for CIrt and that can be done with one signature .. same can be done in the US .. forget NHS it's not worth the effort -(as many a CEO will tell you)

I fully agree - not sure why PSE NHS taking up so much keystrokes ! TBH it's not even up for debate - OBD have made thier strategy very clear in the presentations ..

Agree - by the time this trail completes OBD will already completed much more on its own .. still would be good to be a part of it .. as long as OBD are not expended to Fund it

Hi Dug

At least your being transparent, however I think you are showing the classic errors of a PI - you first starting posing on OBD late Sept after a massive rise and have not had any acceptance of anything even possibly negative IMO we've had two fantastic RNS since you bought it - Now .. worried of paper losses make irrational decisions based on fear and greed .. Buy High - Sell low .. whether that is right or wrong remains to be seen However your 360 based on nothing shows a lot ..IMO , now it's all negative angle .. I'm alway up for a debate as it's alway better to look deep at the negatives .. However you appear unsure of your convictions and now feel the need to justify your losses .. all been there. Good Luck All

Morning

Some good posts , many thanks. For me - I think there is way too much focus on PSE, whilst exciting , In this finacial year its more likely to contribute very little revenue wise.. I'm very focused on Cirt - The company is not cash rich and the success of Cirt this year will dictate the rise or fall of our investment, its of primary importance for a loss making company.. To that end I feel that we are starting to see the OBD strategy unfold (which will be similar for PSE) If you look at the latest presentation OBD are now quoting realy life case studies.. therefore we know that they are getting real life data on the sucess of Cirt (that they can use) This will build up into the 100's very soon ..and form all the data for things like FDA/NICE applications.. There im eagerly awaiting the next update, If CIRt is performing with only modest we are off the the races .. If not the SP will fall as further funding would needed.. TBH that my only concern .. Not funding itself (mo problen getting funding when you are bringing in the bacon), but not so easy when you have no meaningful revenues.. SP will thrive or die on Cirt IMO

Updated end of last week - Nothing really new, just beefed up the tech info a bit and started adding in case studies etc.

https://d1io3yog0oux5.cloudfront.net/_0e5e76377c53bf35676d02844d5ec865/oxfordbiodynamics/db/2553/24445/pdf/Oxford+BioDynamics+Company+Presentation+Nov+08+2023.pdf

My logic is that whist HNS trails etc are good for the long term , they are so slow and nornally expensive for the participants, I would welcome the news with open arms.. and would be great, but the private sector moves quicker , much much quicker and OBD have made thier strategy quite clear.. I dont expect fireworks on PSE within weeks of release, that would be foolish but the seeds have been sown very impressively - Medicare code in 3 months deserves a round of applause as does the BUPA deal

All the Best, I'm focused on pick up of CIrt .. PSE will get deals .. maybe not within the timeframe of LSE BB members but they will - We know they are in ear shot of BUPA (much easier than NHS tp procress common sence and already got a Medicare code in the US, but standard practice of care will take time.. I still dont quite understand how youve deduced they are not involved .. would be great "additional news" but either way not that bothered Cheers

Good post 404x - The Facts havent changed at all , very odd way to investIMO, but each to his own we all have to make our choices and been wrong more times than I'm right TBH. Best of Luck