Share Name Share Symbol Market Type Share ISIN Share Description
Oncimmune Holdings Plc LSE:ONC London Ordinary Share GB00BYQ94H38 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.90 -4.47% 62.00 61.00 63.20 62.80 62.00 62.80 54,764 13:48:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 0.5 -9.8 -13.4 - 43

Oncimmune Share Discussion Threads

Showing 26 to 48 of 275 messages
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Accounts now out

They MUST get their finger out and VERY VERY significantly grow revenue or significant risk (imo) of becoming a cheap Chinese takeaway - That is if (and it certaly appears from management speak) that they have a disruptive cancer diagnostic technology -

Revenue for the year was £240k (2017: £215k)

· Operating expenses before share based charges and exceptional items were £5.56m (2017: £4.88m)

· Loss before tax of £6.34m (2017: £5.32m)

· Net loss for the year was £6.34m (2017: £5.02m)

· R&D costs for the year were £1.08m of which £281k has been capitalised (2017: £1,025k of which £415k has been capitalised)

· Strong cash balance at the period end of £12.95m (2017: £5.1m)

Agreed. Unfortunately issuing this RNS in late afternoon doesn't do much for visibility!
Decent trial results especially as it says it will directly help drive further sales.
Very positive looking business update!!
Reads like a profit warning to me
the stigologist
Yes was surprised it opened so low...
Strangely below the radar today, especially given the premium subscription price of £1.56 for the new shares.
the stigologist
A welcome surprise
No new news - Looks as though may be causing share price retreat - or could there be some bad news leaking ? Do not hold but watching as an area where good diagnostics needed but not sure if this coy has them - If not - or there are better nmore efficient technologies available could be toast - Knowledge ??
I wouldn't be a holder currently but the key value metric here would be adoption of the early CDT test in one or more national screening programs, following on from the large 12,000 patient NHS trial currently running - which somehow fails to get a mention in your report.

It's also a concern that they haven't yet announced the improved version of the lung test originally due in q1 AFAIK. Also of great interest ould be the performance of the second generation tests due 'soon', a flexible concept as far as ONC, and many small bios go.

I think their original US distributor went into chapter 11 last year which is supposed to account for the fall in sales.

I don’t feel comfortable investing in this company because of their previous commercial failure with lung cancer detection kit.
The money raised since 2012 to support operations total £25m, while sales amount to £5m.
Since listing it raised £17.5m, and they have £6.5m in the bank. The level of cash burn is high.
For the full detail analysis, click

Wed, 18th Oct 2017 07:00
RNS Number : 8772T
Oncimmune Holdings PLC
18 October 2017

18 October 2017

Oncimmune Holdings plc

("Oncimmune" or the "Company")

Distribution Agreement Signed for EarlyCDT®-Lung Kit for Poland

Agreement for screening and indeterminate pulmonary nodule applications with minimum sales commitment of approximately £900,000

Nottingham, UK - 18 October 2017: Oncimmune Holdings plc (AIM: ONC.L), a leading early cancer detection company developing and commercialising its proprietary EarlyCDT® platform technology, today announces it has signed an exclusive agreement for distribution of its EarlyCDT®-Lung test in Poland with SmartGene, a Polish In Vitro Diagnostic (IVD) distribution company with almost 20 years of experience in laboratory and molecular diagnostics & life sciences.

The agreement allows for the sale of the CE marked EarlyCDT®-Lung kit as a screening test and for the risk assessment of indeterminate pulmonary nodules. The agreement is for an initial term of three years and includes minimum sales commitments of £900,000 over the term of the contract. First sales are expected to commence in early 2018.

Poland is a key European market for EarlyCDT®-Lung, as the country has the highest incidence of lung cancer on the European continent with over 10 million smokers. There are also over one million CT scans performed each year, creating a significant need for risk assessment of indeterminate pulmonary nodules.

Geoffrey Hamilton-Fairley, CEO of Oncimmune, commented: "This distribution agreement, is our fourth in Europe and brings the total minimum sales commitments to £1.4m. We anticipate the signing of a number of further agreements in Europe, and beyond, in the coming months as we continue to deliver on our strategy of generating revenues from our platform technology through multiple products, regions and partners."


More Good News. Everything on-track. All sounds very optomistic


A very important step in the commercialization process. If CDT Early Lung gets taken up by the NHS, and other countries (esp China) into a screening programme then the potential is massive

I like this company, but there is some fairly formidable up and coming competition, no-one else can use the antibody approach commercially for a couple more years as ONC have a blanket patent on it, but other methods yeild very good results. That is why the figures for the improved test (and also the next generation tests where they use a baseline reading from the patient before they are ill to improve accuracy) are very important.

Remember sales of CDT Early lung to date over several years have yielded only modest revenues, though that will change if they get incorportated into a national program.


The above presntation is well worth looking at, a concise summary of the current situation with expected Newsflow.

The pipeline of potential products is staggering!

The shares here are very illiquid. There should be news of their improved CDT Early Lung test (what you might call the mk2 version) any day. These figures were originally expected in q1.
Interesting. I tried to buy 7500 shares yesterday, the most HL would let me have was 1000, and the offer went up immediately afterwards!

Are we expecting any news imminently?

By far the biggest target market for this new low cost kit version of their CDT lung cancer test is China, with a huge unmet need. Must be 30x or more larger than the South Korea market. I imagine there will be a deal there this year.



Looks like brighter future now.

Start of something big?

This relatively unknown stock is potentially interesting because the 12,000 patient NHS Lung Cancer early detection trial in Scotland, which is using its EARLY-CDT test, has allowed it to develop a hugely improved 2nd generation, personalised version of the test, that is claimed to be >99% accurate and should complete validation this year.

Before that (Q1) they are launching a much improved (non personalised) version of the original test still being used in the trial (The original test has been around a few years now and is overdue for replacement), and a kit version aimed at the worlds biggest lung cancer market ie China and the Far East.

With China and the US both adopting a national lung cancer screening program using the very inefficient (ie lots of false positives needing pointless biopsies) LDCT (Low Dose CT Scan) methodology (and many other countries looking at doing the same), a cheap test which cuts out >99% of the CT scans ($1200 a time in the US) and at the same time significantly boosts detection/reduces risky biopsies (lung cancer biospsies are high risk with an 18% chance of complications and expensive as well) might come in handy.

The potential savings are enormous, 90% of the total screening cost or more, running into hundreds of millions.

China has about 350 million smokers, so the high risk group (best screening candidates) will be around a fifth of that, say 70 million, at just £10 a time margin that would obviously be an attractive market, not to mention (more importantly) the number of lives saved or extra years of live obtained. They are a long way from that at the moment though.

The Equivalent figures for the US are 45 million smokers and 9 million in the high risk group, with the UK at 9.6 and 1.8 million. So adoption in just the the UK, as a follow on from the NHS trial, on a £25 margin would bring in £40 million.

They also have Ovarian and Liver cancer tests launching this year, these too should end up as >99% accurate personalised versions (and hence in the case of Ovarian be suitable for general (older women) population screening in the US/Europe), although the 1st gen launch versions will not meet these figures. Oncimmune aim to do the same for Breast, Colon, Prostate etc, but really should just be valued on what will be launched or validated this year imo.

Worth putting on the watch list anyway, to keep track of developments.

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