Oxford Biodynamics Share Discussion Threads

[nick2412] 17/1/2024 08:00

They are in talks with potential partners for licensing deals for canine cancer and colorectal cancer a source of non-dilutive funding as they state with the prospect of significant upfront payments. Unfortunately, it looks like the 770 tests relate to all tests completed as opposed to those that were done post-financial year-end. It's confusing as they have included that figure in the post-results section but it applies to all tests including those done prior to year-end.

15m colonoscopy tests with accompanying biopsies are done in the U.S. alone. If the colorectal test is as accurate as the PSE test it is another potential big seller as an alternative or pre-procedure to see if a colonoscopy test is required or likely to be unnecessary. I could see the canine cancer test selling well. But they do need partners as they just don't have the sales and marketing resources internally.

The CiRT test is 90% profitable from a $2200 average selling price* (*figures from the CEO in last year's webinar.

The CEO envisaged the PSE test will sell at $500 per test with a $200 profit for OBD. I don't know how the pricing model works in the U.S. but they start at $1,000 per test then the pricing settles down. I'd envisage they will also license out the PSE test. it's clear they need to license and achieve decent upfront payments which is what they are doing with four commercially viable tests.

[wooster4] 17/1/2024 07:57

i took that as meaning 770 since the year end - could be wrong though

[kingalf] 17/1/2024 07:56

Surly this statement is what will push these higher

Confidential discussions commenced with third parties regarding monetizing OBD's two most advanced pipeline assets: EpiSwitch® NST (No Stool Test) for colorectal/bowel cancer and EpiSwitch® SCB (Specific for Canine Blood) blood test for detection of multiple types of canine cancer

[hatfullofsky] 17/1/2024 07:56

Wooster - how do you get to 200 CIRT tests per month ?

30/09/23 - 516
16/01/24 - 770

254 tests since 30/09/23 = 72 tests per month maximum

[stevehuges] 17/1/2024 07:30

Don't forget the pse tests only got there code a few days ago. They have to send out blood collection kits ! This should come good . Presentation this afternoon

[wooster4] 17/1/2024 07:27

So now doing over 200 cirt tests a month - sounds pretty decent

[bones698] 17/1/2024 07:06

Cash position perilous again . Revenues slow to pick up as is usually the cash with small cap pharma companies unfortunately .
Maybe the talks yield a cash upfront boost otherwise finding will be coming very soon indeed like months .
Episwitch looks good but funding will be needed again and as far as the share price goes that's not likely to be good

[hatfullofsky] 16/1/2024 21:02

Hopefully a good update tomorrow

[thehitman1] 15/1/2024 20:55

Funding at 15p.

[thehitman1] 15/1/2024 16:37

Pump and dump

[sav1965] 14/1/2024 12:07

Or, alternatively, you could take rime to investigate before spouting nonsense.

[smithie6] 13/1/2024 19:41

So....is the OBD test simply a DNA/genome test

...& not a prostate test AT ALL, despite the hype.

& many companies are able to do DNA/genome tests

So, OBD has no moat keeping out competition & protecting it's % margin. And OBD does not make or offer a prostate cancer test, despite the hype/P.R.

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Can anyone justify/explain how/why I am wrong ?

[dudishes] 11/1/2024 17:31

Thanks W.

JIT Friday, cost me 2pts! However, correct decision.

US of A obviously very keen.

[hsdeo1] 11/1/2024 09:14

Notice of Results and Investor Webinar

21 December 2023 - Oxford BioDynamics Plc (AIM: OBD, the Company), a biotechnology company developing precision medicine tests based on the EpiSwitch(R) 3D genomics platform expects to announce its results for the year ended 30 September 2023 on Wednesday 17 January 2024.

[waldron] 11/1/2024 08:58

WOW A NICE JUMP AS 16th JANUARY APPROACED

[applepieinthesky] 11/1/2024 06:28

Needs to keep riding before the results but maybe something is brewing behind the scenes

[hatfullofsky] 10/1/2024 16:48

Nice rise today, results due next week. Hopefully some good sales growth and an update on the prostate test plans.

[jambam] 10/1/2024 14:04

Hitman you really are a thickie aren't you

[babbler] 10/1/2024 13:52

Rns last year. People forget. Means they now have good revenue coming in

[rajraj b] 10/1/2024 13:47

Where did you hear/read this please?

[rajraj b] 10/1/2024 13:38

Looks like something is up.

[thehitman1] 10/1/2024 12:44

Watch the pumpers dump

[thehitman1] 10/1/2024 12:43

Pump and dump