Member Info for Tyke68

Mornington-oz

Can you please share where did you hear the takeover rumour? At the moment most people would snap the buyers hand off if it was true. Not sure about TB as the share price has been 20p+ previously.

We got the EAP approval but that didn’t make much of a difference to the share price. The PRD update next but at a guess that may not move the sp either. Just reading all the comments on here lots of investors have lost faith or trust. The company needs something big to get trust back and the sp moving upwards. Just my thoughts, have a good rest of the long weekend everybody.

Thanks

EAP means real world data which hopefully means quicker approval. PRD update soon. Great news for patients and the team.

Thanks

Max

It looks like nearly 4 years old unfortunately if you read the link.

Thanks anyway for sharing

Cautious

No I will not stop going on about PRVs as it is very relevant. No I am not on the payroll

Zero we already know about, it has all been in previous RNS’s

I will continue to try and be honest with what I post, the good, bad and neutral. Max picked up on something which could have a big impact on the future of the company so I commented on it. Cautious you can block me if you want that is your choice as well.

Thanks, have a good day everyone

Just picking up on something Max noticed. 2 PRD applications can mean 2 PRV’s. So in theory possibly $200m+ which would have to be before end of 2026. Now that would be nice.

We can all dream

Thanks

This was from the mid year update last year, “More than 45 different hospitals and healthcare systems are at varying stages of evaluating our software, with more sites entering the sales pipeline. This step-change in pre-sales activity is approximately a seven-fold increase over previous periods and is due, in large part, to the traction gained from our platform partners including TeraRecon (Eureka) and Bayer (Calantic). These partners have the medical expertise and marketing reach to sell our technologies into large existing installed customer bases and have ample sales and marketing resources to win clients.

It is a relatively easy up-sell for IB's partners' sales teams to activate IB's technology on platforms already being used clinically. The number of sites evaluating our software continues to increase. Thus, we are optimistic about the revenue activity and anticipate a step-change starting in the 2nd half of 2023.”

Where is the step change via easy up sells?

Sales have increased but I would say no where near what we hoped for.

No comment on share price

Stonechecker seems to be non existent now and written off.

Only good news I can see is that we are looking at the global market now not just USA.

I would see very neutral set of results regarding effect on the share price. Hopefully in May we do get some good news.

Oh well, let’s see how TB try to sway shareholders, I expect a few RNSs in the next month just so he can be positive at the AGM.

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Gee

I agree TB has to produce something to quell the dissatisfaction. PRD if it is not just a box ticking confirmation then we have been truly misled. Hopefully results tomorrow or Wednesday

Thanks

Thanks Kane\Max

So we could well use CPT 3 but are we trying to get upto category 1 with a new application. Hopefully more info when we get the results.

Thanks

Ok for a bit of fun, we all need some a laugh after the last few months. Do you think upon annual results will cause the share price to:

A) Surge upwards

B) Stay roughly the same level

C) Drop even further towards 1p or below.

To start with a bit of positivity I will say A) surge towards 3p. My reason being is the science of IB technology and the drug trial.

Anybody else have thoughts and reasons. What could possibly go wrong?

Thanks, fingers crossed

Have a good weekend everybody. Hopefully good news next week.

Thanks

I hope we get a better response to our results compared to Destiny. We seem to have been following a similar trajectory. Hopefully that changes upon good news.

Thanks

Max

Day One received rare paediatric drug designation in June 2021, when they were enrolling for phase 2. That could mean we are at least 3 years behind them. However, hopefully the EAP would shorten that. They still appear to need to complete phase 3. An updated timeline from IB would really help investors understand where we currently stand in my opinion. Hopefully not much longer before we get the annual results. Thanks for finding the information. Here is a link to their RPD result:

https://ir.dayonebio.com/news-releases/news-release-details/day-one-receives-fda-rare-pediatric-disease-designation-day101

Thanks once again

Max

Most interesting I think it was from a phase 2 trial. That would be great if we could do that and fits in with the 2026 deadline.

Watch this space

Thanks

Kane

I totally get people’s frustrations and I have only been invested for a few years. But my reading of the GaM trial is we seem to be being led by the FDA who seem desperate for it to work. All of that is outside the Board’s control. That is KS and MS doing what they are currently doing. I think somebody said after the latest shenanigans that they had spoke to Mike and he said he just gets on with the IB business. That is what we want him and the team to do. Somewhere at all the conferences somebody will eventually say we want that drug and or the image technology. At that point then it will be up to the board to get the best price available. We all know the share bears no correlation to the value of the company. We now have more universities using IB technology for their trials. Again this can only spread the word to other hospitals etc. The only way the board can make serious money is at some point to sell the whole company or IB. We all hoped it would be the PRD and subsequent voucher acting as the catalyst but that hasn’t occurred yet. But we do know that has a deadline of 2026.

Frustrating, annoying etc but IB keep moving forward.

Hopefully we get some indication of the short/medium range future either this week or next.

Thanks

BB

Thinking about this scenario

If it does keep happening which others have suggested as well then maybe we should all be doing the same so as to increase share holding for the same valuation.

I personally will not be doing that because I believe we will get a transformational RNS out of the blue and I don’t want to miss out on that chance. We all have to do what we think is the best for ourselves whilst IB does what is best for the patients.

In IB (and the science) I trust.

Thanks

Max

Hopefully news this week but who knows?

So what do we want to hear:

•PRD approved and the company say what is the next step to getting a the voucher.

•EAP up and running

•Zero been resubmitted

•CPT been resubmitted

•GEHC and Catanic sales far exceed expectations

•Grant from Gates Foundation

•Bayer want to buy the company

•Big pharma wants to co-sponsor the trials

Any of those would be positive

Or is it more likely:

•No sales via GEHC etc

•Current partners haven’t renewed their contracts

•KS lab is looking for a new partner

•New fund raise

•PRD has been rejected

All possible

Or

• No news, just the basic accounts and a few special proposals for the AGM.

•new research by crystal and announcement the company shares should be worth 8p so the board will buy ours back for 2p and say we are making 30% on current sp.

Fingers crossed everybody. We should know in the next week or two the short term direction of the company.

Thanks

So which of the big transaction were actually buys do we reckon?

Have a good weekend everybody

Thanks

Max

Looking at the last week’s trades it does look like 1.57+ are buys and anything around 1.50 are sells. But once again we just don’t know.

Xviolet

If you read the January newsletter (bottom paragraph) we may not have even submitted the revised CPT yet. So I think it may be late this year or early next before we get a code unfortunately. So again we have no idea about revenue.

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Xviolet

Unfortunately we have no idea how many times our products have been used with regards the deals with GEHC and Bayer. Hence nobody knows the income.

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Xviolet

That is the million dollar question we are all waiting for the results to find out. We honestly don’t have a clue.

Thanks