Member Info for Vascular

Hi Rebarm. All I know is there are only five ICBs in London, and they all worked together on this recent pan London simulation. North central London ICB was one of them. This points to a pan London, joined up working steer going forward. In fact with people today across the UK being so mobile then this new digital way of working will need every person in the land to have a medical record that can be accessed anywhere in the UK….this way if I was under investigation for some thing medical, my scans etc could be sent to Manchester NHS hospital from London to a or private hospital, for consultation where they could be processed faster maybe, and my records updated. GL vas

Sorry,

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://nclhealthandcare.org.uk/wp-content/uploads/2024/11/NCL-Digital-Diagnostics-5-Year-Strategy-2025-30.pdf

A Summary of their Digital Diagnostics 5 Year Plan: 2025-2030 !

Fits in smoothly with FDBKs offerings, and makes me wonder if similar 5 year plans are being created elsewhere .

I am no IT guru, so maybe wrong on this but common sence ( to me) says once the green light for implementation is given for a digital plan to be turned into reality and created ,the funding will need to be allocated etc including the funding, or at e last the first tranche for the solution providers -those who will create the Digital / IT / pathways that would meet each areas needs.....followed by the digital implemented , software and IT to do this before any further progress could be made - So contracts for the digital solution providers would need to be made fairly quickly and contracts secured, before the practical work can begin. Anyone think differently on this as like i say, not sure if its cart before horse or other way around. GL Vas

extension://efaidnbmnnnibpcajpcglclefindmkaj/https://nclhealthandcare.org.uk/wp-content/uploads/2024/11/NCL-Digital-Diagnostics-5-Year-Strategy-2025-30.pdf

13th June 25

"The NHS 10 year health plan will see digital, remote and neighbourhood care take over much of the role of hospitals, said Wes Streeting

Speaking at NHS ConfedExpo he said that the £10bn investment in NHS tech announced in the spending review “won’t be raided"..........

Streeting said that AI would "transform everything" in the NHS"

"The NHS 10 year health plan will see digital, remote and neighbourhood care take over much of the role of hospitals, according to health secretary Wes Streeting. Speaking at the NHS Confed Expo in Manchester on 12 June 2025"

"It is only through the combination of investment and reform that we will succeed in getting the NHS back on its feet and making make it fit for the future.”

"The NHS 10 year health plan is expected to be published in July 2025".

V. Good to hear the determination to digitalize the NHS is still there, and money ring fenced and accordingly the 10 year plan should have digital revolution written all over it ! Or where its needed at least. Sounds like preparing the ground for the 10 tear Plan.

I really feel that if only FDBK could get one significant future looking NHS contract under its belt , that is directly linked to the modernisation and digitalization of the NHS, which surely will have to be now linked into the 10 year NHS plan - then the markets will take notice of FDBK once again, as this time there really does seem to be an almighty push from Labour to digitalise and allow / support productivity gains with existing staff rather than throwing in more money as general investment as has been case historically up until now.

I think that we may have to wait until after the 10 yer plan is published, as form different NHS locality minute meetings this will be what each trust will have to follow ...and they need confirmation first before they implement and move forward IMO.

https://www.digitalhealth.net/2025/06/digital-and-community-to-take-over-from-hospitals-says-streeting/

Hello Lordloads,

Should of read the revenues and gross margins are all in the previous RNSs”. and presentations . Anyone who was here last year until the wheels fell off the M deal went by the $100 retail price , in all calculations and i do not remember anyone contesting this, you will have to scroll back. i think it was from presentations, and and cant be bothered to find it now, sorry. If there any investors still here from last year , they may have it handy for you.

I'm not trying to deceive you!

As far as i am aware the retail price , etc has not been changed or announced recently. But what has been announced is that INC have said that by loosing the M deal and selling direct to the consumer then (as in recent RNS) this

"Increased revenues by selling direct to the customer ".

Increased revenues as opposed to what? Must mean increased revenues as opposed the approx 40% that was stipulated last year sometime ,possibly in a research note . The 40%, equated to approx $40 per gross unit gross to INC, from the approx $100 retail price. with a $10 manufacture cost,

· Greatly increased gross margins attributable direct to the Company.

I am unsure what percentage M would have received per sale , but usually must be at round 30% plus , so $30 , leaving a a large $30 leftover to pay for other costs of supplying product and also to "Greatly increase the Gross margin to INC " as stated from RNS . IMO could be $60 per unit to INC.

The product is still top of range product, made in Switzerland and probably will not be on sold in a Sunday flea market .

· Immediate positive cash flow as payments for orders are received in real time.

This has not changes , IMO as INC originally where going to paid on delivery and that is in one of the Sunday Roast presentations , if you care to scroll back.

If you are correct then this share is over , selling at bottom trade price range, minimal gross and nett profit if at all. However, the company stated that that are now going to.....

" Increased revenues by selling direct to the customer.

· Greatly increased gross margins attributable direct to the Company. "

AS INC have never traded before, they must be alluding to the M deal, IMO, or if i am wrong, which deal are they increasing margins on?

if i was was sceptical , i would just sell now and get my 3p or 4p or whatever pittance the MMs offer that day -but i'm not as sceptical as you yet!

Have a look what quality skin cream, with no science behind it get to sell for world wide, and your find that $100 a unit is not so expensive, but a product with science behind it, and excellent promotion it should command a higher price IMO. Its drugs science with medical results but without the pharma expenses to get it anywhere near humans for sale ...... this could be a very interesting pho pharma play , if the media get behind it along with a pharma price tag, which $100 a unit is cheap in many places. GL

Learnings from the first ever simulation of the neighbourhood health service

https://ppl.org.uk/learnings-from-first-ever-simulation-of-the-neighbourhood-health-service/

Sorry continued

"250 million in NHS contracts, leading the way in Electronic Patient Record (EPR) solutions".

Maybe FDBK can follow this path

The NHS Innovation Accelerator (NIA) has announced their 2025 cohort, comprising 28 outstanding innovators dedicated to enhancing health and social care services. This marks the largest intake in the programme’s history, reflecting the growing commitment to leveraging innovation for better patient and staff experiences.

The 2025 Fellows will officially launched at Digital Health – Rewired, joining a prestigious three-year programme designed to support the scale and impact of their solutions. These innovators follow in the footsteps of past Fellows, including DrDoctor, Patients Know Best, and Nervecentre, which in 2024 secured over £250 million in NHS

https://politicsuk.com/nhs-innovation-accelerator-2025-fellows/

Morning Investor-Bill,

On the face of it things are really looking exciting here at the moment and could get somewhat more exiting when they start getting a few more contracts under their belts. Something will have to give soon, surely. FDBK do seem to be a significant part of the new way of working , and looking well aligned with the 10 year NHS plan. GL Vas

I missed this presentation by Tom, so sorry if already posted but its on the Health Innovation Web site.

I like the company decryption

Country: United Kingdom

Entry year: 2025

Innovation type: Transformational

https://nhsaccelerator.com/innovations/bleepa/

Morning Swanny and all.

If the BODs are a dodgy lot and renege on any promises, or targets they set in their RNSs then we have already lost our money, the investment we mad was dead at the time the money left our banks. Therefore, the past is the past and if as above the future is already cast for us small investors.

On the other hand i continue to give some credit to the BODs in this regard (as what other choices are there other than sell, and go) - so this explains why i continue to use the INCas BODs numbers from the recent RNS that confirmed that Skin&Cell "Maintain control of the (premium) retail selling price of the range.

. Increased revenues by selling direct to the customer.

· Greatly increased gross margins attributable direct to the Company.

· Immediate positive cash flow as payments for orders are received in real time.

I am not sure why LOrdsloads thinks i make these numbers up, the revenues and gross margins are all in the recent RNSs......so i am going by these rightly or wrongly.

The key imo is that even if they sell just 50% in YE26 of projected sales of 100,000 at £ 60 gross per unit = $3 million revenues and healthily in profitable.

If you throw in another distributor sale channel in ROW , particular USA over next few months then this would also contribute sales as well.

At just 50% of target sales at year end will on average be 5,000 per month units sold, at £60 gross = £300,000 revenue , which can be spent manufacturing 30,000 units per month ( at £10 per unit cost) to be resold in market at a £60 gross of £1.8 million return per month gross ( if they get enough partners ROW to promote, and sell product then it could be huge.

On the other hand if its all smoke and mirrors then its already all over.

I could be very wrong about this share, but that's my loss , and if I loose we all loose .

GL VAS

Thanks for clearing this up Barnacle. Interesting and slightly complex .

In the recent trading update they mentioned their pricing in the G- cloud 14 framework is now more in alignment, or something similar , they joined last year , I think.

I post it here just in case not posted before and for reference. The first link is the main application and the second link can be found to the right, top of page regarding pricing document

https://www.applytosupply.digitalmarketplace.service.gov.uk/g-

cloud/services/862218964527401#:~:text=Bleepa%20is%20a%20UKCA%2Dmarked,the%20Medical%20Device%20usability%20requirements.

Pricing document

https://assets.applytosupply.digitalmarketplace.service.gov.uk/g-cloud-14/documents/714922/862218964527401-pricing-document-2024-05-03-1603.pdf

Anyone think this is the current price plan ?

Morning Barnacle and All,

Am I correct that FDBK are now on a different revenue framework which is pay per usage, and not a one off fixed amount per pathway . If so , when and if all the local main players such as

the NHS primary care, secondary care , ICDs , third sector orgs such as legal, cancer Uk, Alzheimer’s, diabetics uk, etc and local authority social services, housing, benefits, disability services etc and others that support people in hospital and at home in the community then the usage / traffic going through the communication channel that glues these services together such as Bleepa then the usage numbers per patient would be v. Large ….as every contact / touch point made in nhs and community service would have to be recorded and possibly Referrals made. Does this sound correct.

I think the green light will be the publication of the ten year plan for NHS, I think everyone is waiting for conformation on the digital transformation in the NHS …..this could be anytime now, as the budget announcements support expansion of digital in NHS. …..it’s looking like a long slog up to now but Tom and team seem to have …..it’s looking like a long slog up to now, but Tom and the team seem to have managed to position the company in the sweet spot at the right time, with apparently the best and only credible solution ,according to the company.

If this finally comes good , then the opportunity must be so much larger than the original target of community IDC s, in fact the new integrated neighbourhoods opportunity would need to include the IDCs along with many other community services and potential pathways, connecting services locally AND connecting services into some kind of national system, so records can be accessed wherever the patient is treated.

Well Done FDBK team.

Very Bold heading in Todays,RNS.

Digital glue !

"Bleepa forming the crucial technology layer to facilitate transition to neighbourhood delivery"

The Integrator: Neighbourhoods brought to life (HSJ, 9 June 2025)

"Few areas of health policy have been untouched by the NHS structural turbulence of recent months, not least “place” and “neighbourhood” working. On the plus side, these parts of the system are at least used to performing without a script.

London, for example, is pushing ahead with its own ambitious plan to explore the practicalities of implementing neighbourhood health across the city.

Last week a “simulation” event trialling the plan for the capital was held. 100 participants acted out nine months of how the model might work in just a day and a half.

In London, the 30-odd boroughs act as “places” within five integrated care boards. For each place, an “integrator” organisation is to be selected.

The borough-level integrators could be trusts, councils, primary care providers, or even a partnership of several. They will host the functions needed to bring separate neighbourhood services and providers together, under the London NH vision.

Would-be integrators were represented in London’s simulation, alongside acutes, community services, primary care, the London Ambulance Service, place leaders, voluntary services and residents representing a wide range of patient groups with complex needs.

The simulation session was encouraging overall. But the growing pains of its first few hours also served as a reminder of what could go amiss in the real world. "

Shame can't access the full report.

https://www.pslhub.org/learn/improving-patient-safety/the-integrator-neighbourhoods-brought-to-life-hsj-9-june-2025-r13244/

Something to think about until we hear news.

Just two months ago we were Informed that "We are thrilled to announce that Feedback Medical CEO Dr Thomas Oakley has been named an NHS Innovation Accelerator (NIA) Fellow at today's launch event in Birmingham".

https://www.linkedin.com/posts/feedback-medical-ltd_nia2025-healthcareinnovation-activity-7308141916259315712-ACpb

In the new £86 Billion Science Funding Review are some interesting items regarding the NHS such as

"Alongside the science and technology boost, the NHS is also expected to receive a significant funding increase – potentially up to £30 billion – within the spending review"......"This involves a significant financial commitment to the National Health Service (NHS), projected to see an increase of approximately £30 billion in funding by 2028 – equivalent to £17 billion in real terms after accounting for inflation. However, this ambitious plan necessitates difficult choices, leading to potential budget reductions in other public sectors like policing and local government."...

"Building on existing Momentum

This announcement builds upon existing government initiatives aimed at strengthening the UK’s science and technology base. The “Innovation Accelerator” program, launched in 2023, already provides targeted funding and support to high-growth potential companies.Though, the scale of the new £86 billion package represents a significant escalation in ambition."

https://www.archynewsy.com/reeves-86bn-science-funding-plan-spending-review-2024/#the-nhs-as-a-central-pillar

Nice read. PPL. “ How we’re using simulation to make neighbourhood working “

“ We’re also testing what it really takes for professionals across different organisations to function as a single team — supported by a shared communication channel that draws on multiple electronic records to build collective awareness and decision-making, regardless of employer. The goal is to create neighbourhood teams that take shared ownership of population health, working not just in parallel but in true collaboration around the people and communities they serve.”

Further blogs at bottom of page.

https://ppl.org.uk/how-were-using-simulation-to-make-neighbourhood-working-real/

Thanks for posting this info Barnacle.

Yes, it would make total sense that all regional ICBs, in fact really ALL ICBs nationally should be linked up, as people move around the country and their health etc info needs to be accessible anywhere they choose to live an again when they move.

If only three out of the five ICBs sign up in London, then it takes us back to square one as far as information sharing about the people they serve is involved. as approx 40% of patients info will not be accessed by other ICBs other than the ICB where they currently live.

I live in London and was born here, lived in about six different parts of London over the years ... a large percentage of the population in London are transient and mobile which is probably the same as the other large city's in UK - so it really makes sense that all ICBs link into whatever system they eventually roll out.

Really good news to hear FDBK confirm again that

"Feedback plc’s clinical communication platform Bleepa is the only UKCA-certified medical-device‑grade app for image sharing and coordination. It’s being utilised as the core collaboration tool and is integrated into new neighbourhood care delivery models—a significant endorsement."

Those last two words on this recent confirmation ..."and coordination", i do not think ( from memory) i have seen before and is again a nod to their now confirmed involvement in the Neighbourhood Health Service design . GL Vas

In light of FDBKs involvement with the Neighbour Hood Health simulation taking place in London - its worth re reading the half year 2025 presentation documents published - in Feb 25.

And significantly FDBK still confirm, only a few months ago that their products are the only one , fit for purpose. V. significant at this time imo

"We believe Bleepa® is the only communication and workflow platform UKCA certified as a medical device for clinical image display(1).

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.walbrookpr.com/docs/librariesprovider48/default-document-library/investors/feedback-plc---half-year-results-2025_investor-presentation.pdf