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Optiscan Imaging (OIL) investor relations material

Optiscan Imaging Status Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Status Update summary4 Dec, 2025

Transformation and Commercialization Strategy

  • Transitioning from OEM to private label manufacturer to control product destiny and market access.

  • Strategic focus on developing and commercializing proprietary hardware and software for clinical and veterinary applications.

  • Building internal capabilities, upskilling staff, and expanding manufacturing to support regulatory and commercial goals.

  • Partnerships with leading institutions like Mayo Clinic and Australian Clinical Labs to accelerate clinical data collection and regulatory submissions.

  • Cash injections from R&D tax refunds and capital raises support ongoing transformation and clinical programs.

Product and Clinical Development Milestones

  • Launched and progressed multiple devices: InForm (pathology), InView (surgical), InSpecta (veterinary), and telepathology software.

  • Initiated and advanced clinical studies in GI imaging, breast cancer, and head and neck cancer, with key milestones achieved.

  • Veterinary device InSpecta on track for U.S. launch in mid-2026; human devices InView and InForm targeting 2027 launch post-FDA clearance.

  • Telepathology and AI-based software tools in development, with clinical deployment planned after hardware launches.

  • Flexible GI endomicroscope in R&D, aiming for broad compatibility and market access.

Financial and Operational Status

  • Raised AUD 17.75 million in 2023, with about AUD 19 million in cash to fund 18–24 months of operations and clinical programs.

  • At least half of recent capital raise allocated to clinical and regulatory studies, dossier preparation, and certification.

  • Expansion of commercial team, especially in the U.S., to support upcoming product launches and market entry.

  • Revenue model includes hardware sales, SaaS for telepathology and AI, and consumables, targeting ARR of $5–10 million plus $4–8 million from disposables.

GI flexible device: How does open system expand market?
Post-trial funds: What are key investment priorities?
Vet device: How ensure post-clearance compliance?
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Frequently asked questions

Optiscan Imaging Limited is an Australian medical technology company focused on the development and commercialization of innovative imaging systems. The company specializes in real-time, high-resolution confocal endomicroscopes designed for use in clinical settings, particularly for applications in cancer diagnosis and surgical procedures. Optiscan’s imaging technology enables healthcare professionals to view cellular structures and tissues in vivo, supporting more accurate diagnostics and minimally invasive procedures. Optiscan Imaging Limited is headquartered in Melbourne, Australia, and its shares are listed on the ASX.

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