I took some notes from the interview as follows:

•  IIQ's tests could become a platform for cancer detection. And this would be "disruptive".
•  The way to market and reach researchers/interested institutions is changing. Now can use AI that searches every journal/phds for exosomes/markers etc. And send direct emails. Old way was to go to conferences.
•  Some sort of merger seems likely. But didn't go into detail
•  Stated there should be 'an uptick in sales from Jun - Dec 2024 for Exosome research isolation tool (Exo-Net). 

I spoke with Strawman after via emails. And we both think David got a bit sidetracked in the IIQ part of the chat.

I think if you are new to IIQ, I don't think David sold it particularly well. Also if you are doing research on IIQ, their website is terrible and does not explain their technology, apporach to market or the scale of the opportunity.

I would suggest it is best to look at some of their recent presentations like:

LINK TO 2023 AGM PRESENTATION

Also the interview with Alan Kohler is a little old now, but gives some good background (note they were called BARD1 previously BD1):

LINK TO INTERVIEW WITH ALAN KOHLER

Things to look out for in the near future with IIQ:

• SubB2M - Overian Cancer results. Preliminary results were amazing. These results will be from bigger sample size. The same SubB2M technology for Breast Cancer had a small decline in its effectiveness when it went from the preliminary results to the larger sample size. But still much better than anything currently on the market. So I am expecting these results to be similar to the results before. There are a bunch of other companies all striving for the same thing...but IIQ seems to be ahead or equal in terms of effectiveness and also more progressed in terms of hitting the market. Also works in an commercial lab...which makes it easier, cheaper and quicker to scale.
• Exosome cancer tests - Not sure when these are coming. But exosomes are the future of medical detection of conditions. And potentially theraputics. So any great results in this area will be massive.
• Exo-Net Revenue Sales - Today there was an annoucement INOVIQ and Promega sign Global EXO-NET Agreement . This is for the sale of the Exo-Net product. This is the best product on the market to isolate exosomes from blood samples. It is also the most scaleable product on the market. I don't expect big sales numbers. But should produce a fairly consistent revenue stream (thinking $200-500k a year). BUT - if one of these researchers, using Exo-Net, develops an exosome test, then IIQ gets a percntage share of that test.
• Capital Raise/Acquisition - Based on the Strawman interview and the 2023 AGM discussion with David Williams, there will be a capital raise soon, and I think it may involve an aquisition and money to commercialise some of the IIQ SubB2M products.
• Change in Management Team - I think there will be a change in the executive management. As IIQ moves into commercialisation, they will bring in a team to lead that type of work.

I'm hoping that 2024 is the year that IIQ can start to get some sales and build market share. I think of IIQ today, like PNV was about 6-8 years ago (not sure of the exact time frame). But it is early days....with a lot of promise. There are a lot of potential competitors....but when i cut through all their marketing BS....IIQ is def in a better position with better technology and more advanced.

Cheers

John (aka Parko)