Member Info for VincentVega

Yes 2.58.

Fat fingers.

VV

I bought a tad over 200k yesterday at 2.85. So same offer as yesterday.

AS would never commit to answering the question of a fundraise by confirming one is not required. In most if not all of his interviews he’s reserved the option of a fundraise over and above the receipt of forward royalties. He, if anybody would know that there will be a need for further funding to progress the NHS deal and or the reinvigoration of China.

Whether that’s through a FL type deal or a more traditional fundraise, I’m of the expectation that additional funding will be required in the not too distant.

VV

Further to my previous post, it looks like they may have been filling buy orders.

Nice to see a UT. Makes it feel like a ‘grown up’ share.😀

Unless another sell is being worked.

FL has a lot more shares than all of the large sells over the last couple of weeks, combined.

I can’t speak for anybody but myself, but I did state quite a few weeks ago, that FL selling down some of his holding to realise some gains wouldn’t worry me in the slightest, and it still doesn’t. Neither does the profit he has pocketed. He’s ponied up for development work on the NHS and that’ll do for me.

As well as the disconnect between current valuation and potential future valuations, this gave me more confidence for the future…

The November 2025 LoI with the leading NHS-linked diagnostic services provider established a formal validation pathway.

Under the terms, the partner — unnamed for commercial reasons but believed by some informed investors to be a major UK reference laboratory group with existing NHS Foundation Trust contracts — will immediately carry out a validation exercise with Professor Coverley’s involvement.

Success criteria, if met, will lead to negotiation of a full Partnership Agreement in which the provider may become the exclusive UK supplier of the CIZ1B test.

The regulatory pathway in the UK is UKCA/CE marking and potentially HIE (Healthcare In-vitro diagnostic Exemption) routes.

The UK’s Health Research Authority clinical trial reforms that came into force in April 2026 — the biggest such reforms in over 20 years — may create accelerated pathways for diagnostic tools that have already been validated internationally, particularly where equivalent data can be leveraged rather than requiring entirely new UK-specific safety datasets.

The political alignment could not be stronger. The UK government’s NHS cancer plan explicitly targets diagnosing 75% of cancers at Stage 1 or 2 by 2028, with an ambition to save 55,000 additional lives per year.

There is currently no blood-based biomarker test for lung cancer anywhere in the NHS. The CIZ1B test, if validated and approved, would be the only such tool available to NHS clinicians — a unique proposition.

The scale of the NHS as a single procurement entity means that a successful UK partnership could generate serious volume extremely quickly in a way that’s simply not possible elsewhere.

“ It’s AIM”

Except, it isn’t.

VV

Liamsec Another muppet for the bin.

I forgot to add 1 important caveat.

It’s the responsibility of the person or organisation that executed the trade(s) to inform Ciz. Only then can Ciz publish the TR1.

Unless things have changed in the last few years a buy or sell above NMS (normal market size) can be delayed from a reporting pov by up to 3 business days.

If that is still the case, then good luck with trying to establish wether it’s a buy or sell.

If this was a new buyer accumulation, the buyer would have to report it as it breaks the 3% threshold. If this is a sell however and it moves an existing holder that previously held 3% and above, down by 1% or more, then this would have to be reported to the Company and thereby also triggering a TR1.

It will be interesting see if there is a TR1 from a new buyer or one from an existing holder.

Hi Greend100,

I consider the reimbursement codes from both Medicaid and Medicare are a ‘must have’ if we are to gain the sort of traction across the US that our US partners need in order to generate the revenues to even cover the guaranteed royalty payments.

Without them, Ciz Bio would essentially be cutting out the lions share of the market.

If memory serves, it took OBD 3mths from date of application to receive their codes for the Epi switch prostrate test.

The above isn’t of course a barrier for private payments of the test in the meantime.

VV

Thanks for the reply C1p2D.

I’ll need to factor that into my expectations.

I’d hazard that we could hear news regarding the LOI partner at least before year end.

Then again this is Ciz.

Ciz isn’t AIM listed.

VV

Great news today, but I’m waiting for the next milestone for the US, which should really be a shoe-in…reimbursement codes.

However, the biggest milestone for me can’t be too far into the future. The conversion of the LOI into a binding contract is key for the UK and subsequent rollout across Europe. That news should automatically supplant the lack of PR that the Company has failed to take advantage of thus far.

It would (and should) be front page news on legacy and online media and this would occur without our PR dept (do we actually have one) having to lift a finger.

I have been most envious of other lesser developed tests being featured on the BBC and Sky News in the past few years.

Today’s news has been a long time coming but it’s just the start for me.

I wasn’t able to watch the sp shenanigans as I was busy all day. But I’m not too surprised that we didn’t hit the multi-bag forecasts that others have projected. That will come through further rollouts along with evidence of revenue realisation.

Still a way to go.

PS. Thanks to neilin for prompting me to dig a little deeper and if my research confirms my conclusions, then Europe could follow quickly on the back of the UK if the LOI partner is who I think it is.

I think the best is yet to come.

VV

It’s been a long road, but congratulations to all that showed patience.

VV

Good to hear from you neilin and thank you for your analysis.

Thanks for the update Hogbog.

Cue the usual ramper(s) that claim to sell out at price z but sell out from under you at y.

They’ve been easy to spot so far.

Good luck all LTH’s and newbies alike.

VV

Although I think that one of his colleagues hosted that one.

I’m currently travelling, so if anyone has the time I suppose a quick google of “ the Sunday roast Cizzle biotechnology” might garner some results.

VV

Charles Archer, amongst other things, is one of a handful of analysts that host The Sunday Roast. My fellow long term holders will remember AS appearing on this show via telephone (aka podcast) many moons ago. From memory, the last one was circa 2023.

Hope this helps.

@uncle, what’s your source?

VV