Member Info for GIVMESUNSHINE

Morning Dug

Agree, Cirt is potentially huge and will be a big cash cow for OBD IMO, I think this alone is works multiples of the current market cap and BUPA Endorsement underwrights that. These tools are worth more than cures, no drugs/ no 10 year clnincal trials, huge margins etc..and not pie in the sky anymore. Real products

This is key ..

PSA

10 in 20 Men with High or Low PSA get the correct diagnosis

PSE

19 in 20 Men with High or Low PSA get the correct diagnosis

PSA

15 in 20 with high PSA (.4NG) are Negative for cancer after invasive biopsy

PSE

1 in 20 with a positive PSE (.4NG) would be Negative for cancer after invasive biopsy

From the presentation.

Adverse Events Documented from Prostate Biopsy Studies

• 40% of men experience a complication from a prostate biopsy procedure.7

• 9.1% of men ended up visiting an Emergency Department after the procedure.7

• 6.9% of men are hospitalized within 30-days of biopsy. Prostate biopsy is associated

with a significant increased risk of hospitalization, serious infectious and noninfectious complications.8

• Rectal bleeding = 45%9

• Hematospermia = 65.8%10

• Incontinence = 6.7%7

• Erectile dysfunction = 8%-33%11

• Despite antimicrobial prophylaxis, infectious complications are increasing over time

and are the most common reason for hospitalization after biopsy.12

• Biopsy mortality is rare but can occur.13

- 0.1% (6 of every 6000 procedures results in death, within 120 days post biopsy).13

PSE and MRI will give best in class treatment PSE alone give best in class in all but one senario.

I know the advfn / LSE are full of people talking balls about "BIG PHARMA" etc, but I can't believe there isn't some serious big players interested in this product .. it's one of the longest lasting primitive diagnostic issues solved, it's huge ..

With reference to my post on numbers of CiRT - The US has grown with a very small team

The news with BUPA will bring the company close to Breakeven IMO, maybe even protiable.

The Big quess is how many tests per month would BUPA enabled consultant use in both of the use cases in the RNS below ?

Under this new agreement between Bupa and OBD , Bupa health insurance customers who are being considered for immunotherapy with an anti-PD-1/L1 ICI will be offered the CiRT test, ensuring their doctor receives state-of-the-art personalized guidance to inform their treatment plan. The partnership underscores the shared vision of Bupa and OBD to improve the quality of patient care, while sparing many individuals from unwarranted side effects from ICI treatments that are ineffective for them.

The CiRT test will also be available to doctors considering treating Bupa customers with an ICI, where decisions need to be made in the face of potential serious illness and lack of response to treatment.

I think the important point is not to forget CIRT.. It will be the revenue driver for some time a PSE follows its path from start up - PSE is slighlty different though.. as it much earlier in the lifecycle - Almost at GP level .. In one of the webinars its is explained in detail about the issues faced to get the attention of leading consultants - "They've heard it all before" and dont have the time to listen to endless sales pitches

I put this together for my own research

Cirt Achieved an all time high of 19 tests in November 22 Less than a year ago a month after getting the Medicare code, achieving a reimbursement on $2000-$2500 per test since then the following progress has been made in 8 Months

Nov 22 Tests 19 - Monthly Revenue $38k -$46k

DEC 22 Tests 28 - Monthly Revenue $56k -$70k Percentage increase m/m 47%

JAN 23 Tests 31 - Monthly Revenue $62k -$77k Percentage increase m/m 10.7%

FEB 23 Tests 27 - Monthly Revenue $54k -$68k Percentage increase m/m -13%

MAR 23 Tests 40 - Monthly Revenue $80k -$100k Percentage increase m/m 48%

APR 23 Tests 49 - Monthly Revenue $98k -$123k Percentage increase m/m 23%

MAY 23 Tests 57 - Monthly Revenue $114k -$142k Percentage increase m/m 16%

JUN 23 Tests 97 - Monthly Revenue $194k -$242kk Percentage increase m/m 70%

Total Growth in 8 months 410%

Jul Aug Sept still to be updated – What s important is the that the current growth curve is not linear its currenlty exponential

Afternoon

Personally I think we will get an update quite soon FY was up 30 Sept - last update on Cirt was and of August but only up to June figures - and there quite a fast changing situation - as it's stands a final 1/4 of figures to update. Certainly don't expect snoozeville on the news front either .. However investor been spoilt over the last month.. 3 blockbuster RNS in as many weeks leaves you wanting more !!! GLA

I think something has changed with the AT system over the last year - any trade below a level (tiny trades) are done at almost full BID /ASK - BB's are full of rumours and codes etc , but that's a load of rubbish - it's just back office , fat finger and minor execution errors correcting themselves

10% fake spread - real spread is tiny

Morning

Spread is very misleading - not sure those 100k are all sells - could buy a fraction below mid when I checked 30 mins ago

Its very interesting - If tomorrow I came home with a high PSA and after the referral consultant wanted me to have a Biopsy - there is no way I would go ahead without the PSE.. I really wouldnt't - risks and complications from the biopsy can be bad enough..

Yea agree on that front with a biopsy positive is positive 100% but it's a bit hit and miss in finding it in the first place PSE false negative is better the biopsy ? Maybe I'm being too simplistic

Another thing bugging me - am I missing something isn't the PSE test more accurate than a prostate biopsy? About 20% of biopsy's fail to find cancer that it eventually found

Agree it's fascinating stuff .. and the pipeline is incredible.. I think there is a lot to come over the next few months, it's well worth reading back to the 21/22 webinars, you can apprieate the hurdles to overcome to get to this inflection poin (btw was there an Aug/sept 23 webinar ? Got the presentation but can't find the webinar ) the scale here is immense - Cirt alone BUPA deal has not even been taken into account - I find the strategy of attacking insurer before NHS very wise .. depending on the NHS will kill the company - private sector move- nhs is an embarrassment of everything wrong with nationalised industries and being a political football ..private sector will clamour for PSE - why not it save resources and improves patient care .. lots of tie ups to come IMO - looking forwards to the future

Morning Lewis

I don't think that is quite correct, not read it for a while, will go back and get refreshed .. one thing posted by ASND is that they served notice on EDM to participate in LS .. 120 days from 26th July I think ..

Hi d

Agree, patience will be needed - it won't happen overnight, processes need to change and do attitudes and confidence , a lot of stuck in their own ways etc , I know these board are alway full of BIG Pharma take over BS .. but it's a real possibility .. OBD does not have the scale resources and connection to take it worldwide IMO - if it does then your Multi millionaire thought are on the money .. personally take out or massive licensing deal will come before we get to far. One of the big lobbying MD firms .. also have to consider that products like CIrt could hurt Drug company profits ! Crazy world !! I personally would love to see this kind of tech fast tracked with massive support from theUK Gov .. That what they should be doing - investing in growth ..NHS , Nice etc are fast tracking diagnostics like this , so that could come soon IMO .. with BUPA also - the consultant is going to have to check your provider before recommending action, all others follow .. I think ywe will see this sort on thing on BUPA advert.

Very please to be in .. as bit miffed that I didn't buy in on news .. I've been killed on AIM BIO'S it clouded my judgement

Thanks Dug

I'm half in !! Got another 15k on the sidelines.. just

waiting - agree re grants , but can't really factor those in.. I'm ignoring any revenue from PSE for now .. so being as negative as possible to assess the risk.. I think if I assumed absolute worst case no additional rise sales of Cirt and no revenue from PSE -company would be funded till about June 24 ? So there a lot of wriggle room upwards over the thee coming months would be great to get an Update.. when growing fast from such a low baseline 4 months is a long time .. I personally think yesterdays RNS was the best yet GLA

Hi Both

Yes I am aware, However I only starting reseaching after the RNS so forgive me if i'm off the mark on some things

How I see it (forgive the very rough numbers, just rough logic of the potential

Grant is a one off, and last placing was left quite late.. i wouldnt be unusal for cost to have risen post August with the ramp up speed the the PSC test, lab and codes have all been done at lightening speed.. HOWEVER I'm not seeing these as a negative.. I would be better if the Balance Sheet was more robust, but alot of the investment has been frontloaded and done. 97 test in June and near100% growth in - "Clinical Advisory Boards since May 20th:

• 2 Florida • 2 DMV • 1 NYC Doctor engagement: P2P • April - 27 docs; June to date - 47 docs" etc all point to the 97 test being very historic . If you are burning though money with no revune in this market you will get hammered (11p placing) however if you can show revune growth and reducing losses - No problemo.. Only 200 tests per month would bring in rev $5million a year , GP about $3.7 - 400 $7.4 600 etc and your profitable, and going forward very very profitable ..(and this is only a zillionth of the adrressible market. BUPA alone should smash this IMO - fundraise or not OBD is not long an AIM Basket case.. Four months have passed How many Monthly Tests in Sept/Oct?

I dont see herds rushing for the door TBH, there isnt really any point, This will definately be on radars of many, its more about finding the right time to buy.