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Not to hand - Google - you tube Oxfordbiodymanics and it will come straight up.. 35 mins in is Sachs’s comment on the trial , the whole thing is worth a listen - defo some lessons learned from the last one which was awkward at best ..Past history teaches you to ignore some of Jon’s “Wow Guys” but despite this I think he’s very competent and the credit will come (I hope)

BTW if anyone hasn't listened to the presentation - Worth a recap on the explanation on the trial from Sacha - clear , no- nonsense and encouraging concluding sentence

Thanks Dusty 😍

Pension - I think the CIRRP is quite a big deal myself - something the company has been trying to achieve for many years. Its not a "trial" as such it appears a PPP funded Implementation Trial, Looking at the the processes, financial benefits , and patient outcomes. The product is already there - I'm trying to digest these paragraph below.

SP wise - If they dont get it , then may drop a bit, but there nothing really and baked in, dropped on results day and volume been nothing since, I think it could boost the SP significantly, but that will depend on the detail, it could get quite a lot of coverage , Trumpeting - we've seen shares go ballistic on NHS news, or do nothing.. I'm not thinking about that until its won..

The proposal to CIRRP is a public/private partnership which will involve clinicians and academics from the Universities of Oxford and Birmingham, Imperial Healthcare NHS Trust, Norfolk and Norwich Universities NHS Trust, and OBD, to build on the successful translation to clinical practice of a proven predictive tool for response to immune checkpoint inhibitors (ICI) provided by OBD.

In the proposal to the UK government, a successful Cancer Immunotherapy Response Research platform (CIRRP) outcome will accurately predict a patient’s clinical response to current ICIs to inform clinical treatment decisions, focus on optimization of NHS resources, be applicable to and scalable across many cancers, be flexible and adapt to new ICIs, identify new immunological targets and treatment regimes, account for comorbidities and provide insights into mechanisms of response.

If the proposal is accepted, the consortium will:

Establish the CIRRP platform within an existing OBD ISO15189/UKAS accredited clinical laboratory to offer UK-based EpiSwitch CiRT and HiRT clinical screening on at least 350 patients - in prostate, colorectal, breast, ovarian and lung cancers, initially at the NHS trusts within the consortium, and then across NHS networks across the UK, using an established transparent cost per patient sample model.

Create real-world impact data within NHS clinical practice for prediction of ICI response and prognosis of Hyperprogressive disease (HPD). The initial focus will be NHS patients considered for or currently receiving anti-PD-1 or anti-PD-L1 ICI treatment for prostate, colorectal, breast, ovarian and lung cancers. Understanding the distinct Objective Response Rate to ICIs means precise understanding of rates of response/non-response to treatment, immune-related adverse events (irAEs) or HPD becomes critical.

Advance the understanding of genetic, metabolomic and epigenetic mechanisms behind clinical outcomes, acquired resistance and remission. The world-class expertise of the research team will be guided through the multiomic complexity of genomes by focusing on the functional genomic footprints of networks of 3D EpiSwitch biomarkers strongly associated with clinical outcomes

While its Quiet - A little light reading on the benefits and drawbacks of a POS , which OBD are now starting to execute within the US healthcare networks

Prescribed observation study

A prescribed observation study is a type of observational study where the researcher observes the participants without intervening or manipulating their behavior. The study is designed to answer a research question based on what the researcher observes, without any forced change to the participants’ circumstances.

Types of Prescribed Observation Studies

There are several types of prescribed observation studies, including:

Case reports and case series: A detailed description of one or more cases of a particular disease or condition.

Ecological studies: The study of the relationship between environmental factors and health outcomes.

Cross-sectional studies: A snapshot of a population at a specific point in time, examining the relationship between variables.

Case-control studies: A comparison of individuals with a particular disease or condition (cases) to those without the disease or condition (controls).

Cohort studies: A study of a group of individuals over time, examining the relationship between variables and health outcomes.

Advantages of Prescribed Observation Studies

Prescribed observation studies have several advantages, including:

Less expensive: These studies are often less expensive than randomized controlled trials.

Long-term follow-up: Prescribed observation studies can provide long-term follow-up data, which is not always possible with randomized controlled trials.

Descriptive data: These studies provide critical descriptive data and information on long-term efficacy and safety.

Limitations of Prescribed Observation Studies

While prescribed observation studies have many advantages, they also have some limitations, including:

Confounding variables: It can be difficult to control for confounding variables, which can affect the results of the study.

Bias: There is a risk of bias in the selection of participants and the collection of data.

Lack of control: The researcher has no control over the participants’ behaviour or environment, which can affect the results of the study.

Conclusion

In conclusion, prescribed observation studies are a type of observational study where the researcher observes the participants without intervening or manipulating their behaviour. These studies have several advantages, including being less expensive and providing long-term follow-up data. However, they also have some limitations, including confounding variables and bias.

I'm 100% chilled about CIRRP - the starting point of the OBD proposal is in excess of the CIRRP stated goal. With top class partners, a developed product, 750+ real world case studies, and there insn't anything about that isnt years off from being in practice..would love to know who the other contender is, googled it to death - but nothing out there

Hi Dusty

Volumes have been very low, but do agree, bid has been very strong against a back drop of little buying. Its boring but happy to sit around twiddling my thumbs for now 😊

Morning, Agree - The volume on this is 99% PI, about 40%+ is over 3% long term holder, but we also appear to have smaller funds also. none of these appear to have moved holding at all, apart from SD in the 30s. We saw from the PSE news that any large moves on PI buying or PI selling... I personally think that there are just not many PI's intersted at the moment, its hard to tell what impact CIRRP will have on the SP- The PSE news was in itself not that much of a big deal, but put a rocket under the SP.. Cirrp with a full NHS funded trial is pretty significant IMO. wont have to wait long to find out if they get awarded. GLA

Kong

You mistake my posts as speculation over facts

All I'm doing is highlighting info from RnS and presentation.I haven't made this stuff up - whether is continues or falters is up for debate

Cirt is currently processing 4.25 a day June (so far )

PSE - Avwraging 3.25 a day over q2 (not linear, started Q2 @ about 40 per month )

So what's up for discussion is the relevance of these, taking into account the good recent news , but with a strong Hangover from lessons learned .we can all speculate on that till the cows come home ...I personally think the information within the recent RNS / trials / presentation can only add to those numbers, but may be wrong - happy to debate .. just can't deal with binary 1500 or bust, fundraise next month cr"p .

Evening

Dusty - why do you bother ? You have to understand the baseline you are dealing with on here

Kong - you can't work out a basic piece of maths

To put it in kong speak

Jon has £5.25 he's a naughty boy buying lollipops for his girlfriend and on day 6 only has £1.20 left - how much has spent ?

There are seven year kids who are deemed "special" if they can't work that out after 5 times of explaining 🤣 .. and im being kind

I agree with the negatives on this around the last results - the lack of update on Cirt for six month prior and the scwirmy presentation ..I don't think I've ever called the SP, and always stated we would need funding, but as King pointed out - to do it 9p with 1 million in the back is purely down to poor investor relations and naivety at best from the FD .. so that's my main concern .. thing happen and don't go to plan , that's all fair enough and that's what I'm focusing on I think operationally the NHS trial (if) and US networks for Cirt are massive steps forwards, and the foundations are being laid well for PSE.

Another thing - SD insider spelling (after a 4 bagger) easy to through stones on your own mistakes - remember he's been a buyer all the way down from much much higher - was he insider buying at a loss all the way down to august 2023 low ?

404

Apologies - I didn't mean to offend - just pointing out that we are a partner along with others and not the ones who will be awarded the grant, but it should be very useful. I've never called the SPnand was always cautious up to the results on expectations of numbers upto the results - but I do admit the I was looking for 180 + Cirt to keep us going with a bit of momentum - not 500!, but that didnt happen and we all voted with our feet.. I've bought a lot back and nearly doubled down at the very recent lows .. that's my choice .. and tbh I keeping a very close eye on it and making sure I understand everything as best I can. I'm far from a bull at the moment, but value wise this seems to be the correct time for me as do belive in the tech and too a large extent on OBD strategy..

404 - I think it's a big assumption to put near £9 million in the pockets of OBD - The trial is nothing without OBD - by the looks of it CPP funding method is going to be cost based where OBD charge for Project time, recourses , equipments overheads spent on the project etc, plus a commercial cost for performing the tests. It should bring in much needed income - OBD brought in about £1.2 miilion in cash terms in H1 - only 0.3 was sales - the rest came from PACT and tax credits, so even on a 1/3 resource share basis it will be very useful, and looks like it's will be mobiliesed pretty quickly

God Knows, it should IMO as it's more about confidence in the product and it will be a big step forwards in penetrating the NHS and more importantly building NICE business case. However I think financially the inclusion of the Cirt and US network level is bigger for OND short term

Morning Dusty

The CIRRP trail is a big step for OBD, you mention below it gets OBD into NHS at trust level and builds mores to the real world evidence files, similarly with the US Hospital Networks now signing up for the observational study for Cirt - two very big steps forward. The NHS trail is 4 years, but that's not where this starts and ends, It does look like the original brief for the trial is somewhat behind the OBD tech curve. Not a done deal yet, but hardly years away - Project need to be ready to start in 4 weeks time ..so we should have to wait long for a decision ..

Apologies - Made no sense

My point was - the buy that I made on monday in the mid 5s was based on reading the results in detail and 3 potential SP drivers over the next 3 months.

1st CIRRP - timescale 1 month

2nd Cirt onbaording in US Healthcare Hospital Ntworks 1 complete - Tick - 3in prossess, 4+ in discussion

3rd SCB - in trial with vets, as I posted before the results , suspects this would be a requirement from any partner and that was confirmed verbally in the presentation (which should be ingored is suppose)

Any of these 3 will be a big catalist for the SP IMO, my view is that 1,2 are heavily odds on to updated over this Qtr, No 3 is doubtful but possible..

Coupled with that , i think the negative news in terms sales / reveune hit the bottom

just my logic - but hey ho

Morning I would look at it as the speculative punt you took on CIRRP was on results day (you just didint know it 😂)

That and the CiRT in the US network over the coming moths look a low risk play after the shares have been battered, then youve got the 10-1 shots of an agreement with the Vets for scobby snaks.

One thing I have taken away - is the "Operationally" OBD JB - has done everything they said they will - on time /early , yes Cirt has hit some isssue, but a plan was put in place and six months later, those are actioned and under way. PSE test developent , Labs, Medicare code approval in 3 months (never seen that)etc - these have been done in rapid time - In fact I dont thing ive ever seen a BIO do all that so quickly - ever. But thats expensive

Also as you mention the US and hopefully NHS trial have OBD involved at the top of the food chain in a medical and financial sense. It's a step change from individual senior consultant level.. back to work

I'm not adding at the moment - TBH yesterdays news was just PR on something that was already in the public domain from results day, the big risk for the here isn't being profitable, but not showing any positive growth over the next 3-6 month.. I personally think there will be a lot move on now.. getting Cirt in at US Health Network level has been the stated goal for 3 years - and they now have the first directly involved with 3 more on oboarding .. these are big developments, that even though the SP is down deserve acknowledgment

Morning - Thats true Dusty

We have some people who got burnt with this and sold a[out and are rightly p#ssed off, but you have to look in the mirror a bit - One RNS about PSE sent this flying - 90% of buyers knew nothing about Cirt and bought into an AIM rocket - Infact When the growth in sales was announced before PSE announcement it didnt move a jot from 10p. Even after the awful placing - pound for pound this is in much better shape and value for MKT Cap than when at 36-50p.. but there a bl,,dy good reason for that Trust in what the CEO says and being accountable.

With reargds to the CIRRP, final interview today or tommorow - project start 1st August, so im guessing mid july at the latest for news on this one - Ill be a gutted if they dont get it - it looks the perfect fit

Part Two

and OBD, to build on the successful translation to clinical practice of a proven predictive tool for response to immune checkpoint inhibitors (ICI) provided by OBD.

In the proposal to the UK government, a successful Cancer Immunotherapy Response Research platform (CIRRP) outcome will accurately predict a patient’s clinical response to current ICIs to inform clinical treatment decisions, focus on optimization of NHS resources, be applicable to and scalable across many cancers, be flexible and adapt to new ICIs, identify new immunological targets and treatment regimes, account for comorbidities and provide insights into mechanisms of response.

If the proposal is accepted, the consortium will:

Establish the CIRRP platform within an existing OBD ISO15189/UKAS accredited clinical laboratory to offer UK-based EpiSwitch CiRT and HiRT clinical screening on at least 350 patients - in prostate, colorectal, breast, ovarian and lung cancers, initially at the NHS trusts within the consortium, and then across NHS networks across the UK, using an established transparent cost per patient sample model.

Create real-world impact data within NHS clinical practice for prediction of ICI response and prognosis of Hyperprogressive disease (HPD). The initial focus will be NHS patients considered for or currently receiving anti-PD-1 or anti-PD-L1 ICI treatment for prostate, colorectal, breast, ovarian and lung cancers. Understanding the distinct Objective Response Rate to ICIs means precise understanding of rates of response/non-response to treatment, immune-related adverse events (irAEs) or HPD becomes critical.

Advance the understanding of genetic, metabolomic and epigenetic mechanisms behind clinical outcomes, acquired resistance and remission. The world-class expertise of the research team will be guided through the multiomic complexity of genomes by focusing on the functional genomic footprints of networks of 3D EpiSwitch biomarkers strongly associated with clinical outcomes of ICI treatments.