Member Info for Karlvonwise

I have concerns .

Elaborate even more? do you really want me to Elaborate?

Happy to. Though I notice you’ve quickly shifted your position from 'you're panicking' to 'I'm just quoting the broker' because your first angle failed.

​The company officially guided to an H2 2026 cash runway back in July last year and confirmed it again in February. It's an AIM junior scaling a commercial rollout in the US—of course it will need growth capital eventually. That's the standard business model, not a mystery.

​Turning a known, 10-month-old financial timeline into a dramatic 'but...' on the exact day they publish world-class, peer-reviewed clinical validation proving the tech outperforms conventional tools is standard forum gymnastics.

​Quite frankly, you are embarrassing yourself by changing your story just to keep a negative spin alive. I'm perfectly relaxed and focused on the massive 32% Q1 volume growth. Each to their own!

Best wishes Karlvonwise

@oogleflugal ....Elaborate? Happy to. I'm not panicking at all—I'm actually quite relaxed watching people try to turn 'broker says no immediate need for a cash raise' and 'peer-reviewed study proves tech works' into a negative story. If having a solid cash runway and world-class clinical validation is what passes for a crisis around here, please pass me some more of these 0.40p distressed shares before the final audit lands. Much appreciated!

Best wishes Karlvonwise x

Yesterday’s RNS correction must have been a typo in the headline. They accidentally wrote 'Risk Assessment' when they clearly meant to write: 'oogleflugal is panicking because his sub-0.40p entry window is closing.' Top marks for the desperate effort, though.

Kindest regards Karlvonwise

Subject: RE: Karlvonwise.

SB, you are fundamentally confusing tech licensing with clinical adoption.

The $750k milestone was a commercial trigger under the TF contract, not just a passive upfront fee—it proves operational advancement.

More importantly, you are conflating Medicare pricing with hospital procurement. Getting a Medicare reimbursement rate set at $2,650 is a regulatory step, but it does not force a US hospital's internal medical board to adopt the test. US transplant clinicians explicitly require data to be published in peer-reviewed journals like Kidney360 before they update their clinical protocols and start ordering tests at volume.

Thermo Fisher locked in the global license early because they saw the value, but today's peer review is what gives their sales force the exact ammunition needed to drive commercial adoption.

We can agree to disagree, but the data is right there in black and white. GLA.

Best Wishes

Karlvonwise

Attention For Silverblade:

Subject: RE: Karlvonwise - I'm ok on the RNS history thanks.

​SB, you've completely missed how US clinical procurement works.

​First, the claim of "not a single dollar" is flat wrong—the financial reports literally show $750k in Thermo Fisher licensing revenues rolling in as commercial milestones are reached.

​Second, you tell me not to mention the peer review because you know it's the exact answer to your question. Thermo Fisher built out the lab infrastructure and transferred the tech, but their sales reps cannot get a premium diagnostic test onto a US hospital's formulary or secure insurance reimbursement without a peer-reviewed publication.

​Today's Kidney360 publication is the literal keys to the castle. It gives them the legal data to aggressively market the product and unlock those royalty streams. Today isn't the end of the story—it's the actual commercial starting gun.

​Can you please try to support your arguments better in the future? This is the second or third time you’ve been caught completely out of date on the basic facts.

Best wishes

Karlvonwise

Subject: RE: Positive news for PRTA / but remember

​Thanks for the input, Silverblade, but your timeline is a bit out of date here.

​Thermo Fisher didn't just license the technology; they formally and commercially launched the One Lambda PTRA Assay via their CLIA facility in Indiana back on July 31, 2024. The product has been active in the market for nearly two years.

​Today’s RNS isn't about waiting for a future launch date—it is the official, peer-reviewed clinical data publication that Thermo Fisher's sales force needs right now to aggressively ramp up their commercial volumes.

​Always worth checking the RNS history before looking backward.

Kind regards

Karlvonwise

Subject: Re: May Audit Expectations – What to look out for

​Good question on the upcoming May audit. Based on the current trajectory and what needs validating, here is a breakdown of what the statement is likely to focus on and confirm:

​Verified Financials & Liquidity: Expect absolute confirmation of the cash sitting in the accounts as of the period end, alongside a clear reconciliation of payables, receivables, and money yet to be collected.

​Sales Performance & Velocity: While the audit looks at the trailing data, the focus will inevitably shift to how past sales bridge into our current momentum. The Q1 trading update already proved an explosion in sales velocity, with Tutivia : volumes up 32% quarter-on-quarter.

​Enhanced Cash Runway: The cash runway is fundamentally enhanced by this commercial traction. With a cleaner cash collection cycle via Medicare/Medicaid and a reported $1.6m in receivables, the commercial engine is starting to outpace the historic cash burn.

​Objective View of the Business Model: Ultimately, this audit should provide a grounded, objective look at the broader business model. The 32% growth shows the platform is scaling rapidly, proving the commercial model is highly successful.

​Looking forward to the RNS. It should provide a very solid foundation ahead of the AGM next month.

All the best for all shareholders and beware of tree shakes [ there be plenty of those and stop worrying about placements]

Karlvonwise

Here it goes 0.47.5 to buy and this will fly !

All the best to all share holders

Karlvonwise

Morning all,

​Yesterday's intraday noise and retail churning don't matter now. This morning's 07:00 RNS shifts the entire landscape from speculative "potential" to verified commercial execution.

​A few critical takeaways that show why this is a massive win for the company:

​Peer-Reviewed Validation (The Gold Standard)

The formal publication of the PTRA study in Kidney360 (American Society of Nephrology) is the ultimate clinical green light. In medical diagnostics, you can't scale without peer-reviewed data. The study explicitly proves that PTRA outperforms conventional risk tools in predicting Early Acute Rejection. This is the exact data hospital procurement teams require before changing their clinical protocols.

Its a bit early to talk about placing, very surprised if yhis takes place due to thd recent recruitment.

Best wishes

Karlvonwise

@Mikemine relax , all the person is trying to do is manipulate or trick the algorithms ( either/or) .

Just adjust your seat belt and take comfort to the risk you have taken ,which you have mitigated with thd following facts :

*UBS is buying a lot of shares on behalf of someone .

*Sales are rocketing

*Money coming in

*high selective recruitment.

Kindest regards

Karlvonwise

Very active on the shares , but still buys being listed as sells.

Everything above 0.43 is a buy

Best wishes

Karlvonwise

Hi Silverblade, appreciate the detailed breakdown. It’s always good to have a realist perspective to balance out the noise.

​I suspect you might be framing this from a 'worst-case' logistics view, which is fair for AIM, but there are a few variables that might steer us toward a smoother H2:

​The Revenue Engine: While the H1 loss projection makes sense on paper, the 32% volume growth reported in the trading update suggests the commercial engine is accelerating rather than idling. If that momentum carries into Q2, the 'bleed' might be significantly lower than a flat extrapolation suggests.

​The Receivables Buffer: That $1.6m in receivables is a significant non-dilutive reserve. Combined with the potential $1m Thermo milestone you mentioned, it provides a decent defensive line that could push the 'need' for capital much further back than Q3.

​The Whale Factor: The movement of 118 million shares (7.8%) into strong hands via UBS is hard to ignore. It feels like institutional positioning in anticipation of the commercial 're-rating' once the Audit confirms the runway.

​I’m personally holding firm until the May 31st Audit drops. If the numbers are 'Sterling,' we might find the company has a lot more fuel in the tank than the market currently credits them for.

​Good to have the debate—best of luck!

Karlvonwise

Fair points, Silverblade. It’s definitely been a long road for us holders. However, I’m leaning slightly more optimistic on the cash front. With the $1.6m in receivables and the recent $0.8m milestone from Thermo Fisher, the H2 2026 runway feels a bit more secure than usual for an AIM junior.

​Also, that 32% volume growth in Q1 is hard to ignore—especially with someone of Keith Gilliard's caliber now steering the ship. If the Audit confirms these trends by the end of May, the market might finally have to look past the 'placing' fears. GLA!

All the best Karlvonwise

@saxman303 its all a gamble and the only one who knows for sure in the CFO .

But as stated in my last post, I believe looking at the strong recruitment and the sales already , I believe it be unlikely

Kind regards

Karlvonwise

@Silverblade - Suggesting UBS is ‘messing about’ ignores how a major investment bank actually functions. They are in strict compliance with their duties as a broker/custodian. The interesting point here isn't the notification itself—it’s the fact that when they declared they no longer held that 7.8% position, those 118 million shares didn't hit the open market. If they had, we’d be looking at a crater, not a steady 0.45p bid. It’s clear that 'Whales' are hoovering up the supply behind the scenes and moving shares into strong hands ahead of the audit. While some are spooked by 1m or 2.5m trades, the real money is moving in silence

Kindest regards

Karlvonwise x

@Saxsman- Announcing a placing at the end of this month seems a bit premature. With 32% volume growth already in the bag for Q1 and a heavy hitter like Keith Gilliard just joining to lead the US push, the momentum is clearly with the sales team. They've already guided to a runway into late 2026—doing a raise now would be a strange move when the growth is just starting to accelerate.

Kindest regards

Karlvonwise x

@2Phones-It looks like he was a bit of a cheeky chap then—Q1 has long since passed and the only 'placing' we've seen is Keith Gilliard placing himself in the sales director's chair!

Best wishes Karlvonwise x

However in this case the 2.5 million shares in believe is actually sell .

Interesting it did not drop the share price