Member Info for R00st3R

Terribly sorry for the typos. On my phone.

Sorry to hear that mc. You are not the only one with a gaping loss %.... many have already jumped ship and some have not yet cut the cord.

Lots of frustration here with this SP. Freenome doing very well esp since acquisition of non core ONC business. As for ONC now i just could not imagine this business failing to capitalise on their pole position and the largely untapped market. With ONCs margins and new structure leadership and commercial approach etc i would question whether every little thing in this world if this was not the bottom of where this SP sits.

Years ago they made 170k revenue and shares traded at close to 1GBP.

This could have been due to low i terest rates and the pote tially great growth prospects. I expect strong growth guidance from leadership and over time i terest rates will go down too. OnC is already making tons more revenue than 170k.

To all here. Am I naive in wanting to hold for another fiscal at the minimun to seethe pendulum finally swing the other way?

I see this stock being traded down coincidentally in line with wider market movements.

#PCE reading

# GDP data

Is there another reason we are seeing 9%drop today. Or are we just bracing for the number we are about to be exposed to for FY23.

Wait and see. The commercial update from Martin end of November sounded very promising.

Annual report should be released any day now

I want to agree with you on the confidence in new leadership and strategy as well as Presentation well received part. I had topped up as well after watching the interview. Addressable market is enormous and as mentioned hard to predict exact size because the boundaries of the application of ONC ImmunoInsights are ever expanding. Perhaps interest rate developments just coincide with the news coming from ONC. Maybe the combination is doing the trick.....in any case we have a highly motovated leadership that knows Big Pharma and Biotech and have been hired for their ability to scale ONC from single digit mio revenue to multi-digit revenue company.

Commercial focus

Investors in mind

Bleeding edge of Innovation (Luminex and AI....)

Leader in industry

Hardly any comparable comüetition

MSAs with Big Pharma companies

Established Sales Team

Time to crush it!

(Probably another 3-5 year hold..... then i may consider retirement....please!!!)

Nice pop in the SP. Again could be due to the news around interest rates.

My take is that as inflation goes down and Central banks start mulling the decrease in interest rates we will see a natural lift in the market. For ONC specifocally the coming Report will be interesting as there should be a good foundation of revenue stemming from the following 3 partnerships alone: Biodesix, Freenome and Siemens Healthineers, not to speak of all other business we have not been exposed to as much.

I have a feeling that similar to how fast the SP crashed, we may see it go back up again.

Super excited about the prospects.

Great find. The one day i didnt scan the market for news. ^^ have been waiting for this interview for a bit. And absolutely confident that we will see this business realise revenue from all the contracta they have landed to date and new ones they are landing. I am holding tight man!

There seems to have a small relly in a few small caps incl ONC on AIM....could be inflation related with the sharp drop from recent readings (4.6%)

Seems unlikely to be random. Over the last few weeks we have not seen more than 3-4 trades a day. 10 folding that today. Guessing investors know about something

Nice little boost there for the struggling SP. 22% from nearly nothing makes it nearly something. Lets keep going. 22 trades with highest trade at 14k....seems like it doesnt take much to move the needle here.

No doubt they will need to rationalise it all. Reflect the revamped strategy and provide some forward looking statements. We may learn a nice thing or two from commercial successes. Last TU was more than 6months ago...

Just watched the recording. Like you mentioned there seems to be a lot of untapped potential for ImmunoInsights. Slim competition and a big addressable market especially when the Big Pharmas/and Biopharmas etc are seeing value of such antibody profiling services during the CRO cycles. I think that this address to the investors was important to win back some confidence and I thank Martin for delivering the message to the investors that a more predictable growth and revenue is needed an this is being implemented now too. I hope this also means that we can get some guidance in the coming reports on what to expect. You see these days, much of what is being invested is based on future growth. And without any reliable prediction or forecast all this goes out the window. Hence why ONC trades at these levels. Growth is baked in to the current SP at the most conservative level...

Looking forward to the year ahead with this business.

Thanks Doc....I will review the recording too when I get a chance today. It all sounds so promising. Oh how I wish today was my first day to know ONC. What an SP indeed. Similar to yourself I was bought in with Early-CDT, first but around the ECLS study. I think that is why the asset sale was a bit of a punch to the gut. But it seems like we should be on the up soon again.

Has anyone here joined the investor meet yesterday? I was going to but ended up on a flight at the same time. Would be curious to hear what people thought.

I am actually for once super optimistic. Think we must have hit the bottom.

https://www. v o x markets.co.uk/articles/oncimmune-shifts-strategy-to-accelerate-commercial-expansion-871f174/

Sorry....CAPEX reduced due to sale of assets to Biodesix and Freenome whilst longer term revenue secured at least for next couple of years. OPEX I think overall down due tonlower overheads. Not sure how the employee salaries play into this number as many expensive new hires incl execs but also terminated contracts. More sales improves bottom line as more lab capacity used. I feel it is currently heavily under capacity (probably around 20-30%)?

Interesting updates. You can tell that the leadership team is focussing on establishing sales structures that cater for different customer segments but as it looks all gearing to supporting long term partnerships, becoming an essential partner in CRO cycles and generating revenue through existing and new long term MSAs. CAPEX significantly reduced as the upfront lift of establishing a competent sales team in US and UK was done over the last couple of years and with that getting these key account MSA's signed. Hopefully we can see demand picking up and and lab facilities being used at higher capacity.

New strategy means some more from the old guard are leaving and the focus seems clearly on generating long term sustainable revenue and doing more of the above.

I suppose this years number will be a bit skewed again because of the Onc Ltd. Balances being included still. Will be interesting to read in the coming weeks/months.

100%. There is probably a lot of stuff going on in the background.

1. On boarding - getting familiar with ONC business

2. Connecting with existing customers and building relationships

3. Introducing other exec relationships to ONC.

4. Defining sales strategy and building supportive business development and sales execution strategy

5. Establish roadmap for sales, lab capacity, digitalisation etc.

6. Crush it

But you are so right - it's time we hear something. It has been quite a number of mo ths since meaningful trade updates were delivered. Perhaps some information was muddied by the sale of ONC non core assets (Oncimmune Ltd.).

But I will be cup half full today. They are working out a brilliant pitch to the investor group that will have us frothing from the mouth. I do think that Martin brings the credentials both in Corporate Finance and Biopharma . I hope he uses his CF experience not for an immediate takeover case ^^. Like you mentioned though I also think it would be nonsensical at this stage especially after already selling a big chunk of the business for peanuts.

According to the AIM rules companies are obliged to report annual financial within 6 months of the end of the fiscal year. No holding my breath. With CFO gone and new Head of Finance I am sure this could stretch out another month or two.