Optiscan Imaging (OIL) Investor Presentation summary

Business overview and technology

• Global medical technology company specializing in digital pathology and precision surgery, with a focus on real-time, non-invasive, point-of-care microscopic imaging and biopsy-free, live single-cell imaging.

• Patent-protected technology enables high-resolution digital pathology images through tissue contact, offering sub-cellular resolution and immediate clinical feedback.

• Unique single-fibre imaging system provides sub-micron optical resolution, Z-stack capability, and 3D imaging, outperforming bundled fibre competitors.

• Product range spans oral, cervical, surgical, pathology, GI, and veterinary applications, with integration into telepathology, AI diagnostics, and robotics.

• InVue, a next-generation imaging device, expands the portfolio into precision surgery, enabling immediate pathology insights during operations.

Market opportunity and growth strategy

• Addressable market includes medical research, pharmaceuticals, oncology, pathology, and GI diseases, with a focus on high-growth digital health segments.

• Current focus areas cover nearly 30% of US cancer cases and $160bn in healthcare spend.

• Global digital health market projected to reach $946bn by 2030, with significant growth in AI healthcare and robotic surgery markets.

• Strategic growth phases include core platform development, digital health solutions leadership, and expansion into a full suite of digital health products.

• Collaboration with Mayo Clinic to develop robot-compatible endomicroscopic imaging, initially targeting robotic-assisted breast cancer surgery.

Financials and corporate structure

• Market capitalization of $175.42M, share price at $0.225, and 835.3M shares on issue as of June 2024.

• Cash and term deposits of $12.2M, current assets of $15.3M, and working capital of $14.1M as of March 2024; company is debt-free and funds growth through equity and grants.

• Capital allocation prioritizes R&D, production, operations, and marketing.

• Leadership team includes experienced executives and board members with expertise in medical technology and business development.