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INBS

INTELLIGENT BIO SOLUTIONS INC.

INTELLIGENT BIO SOLUTIONS INC. Q2 FY2022 earnings call

February 10, 2022 · fiscal period ended 2021-12

EPS · actual vs est

$-4.60 / $-3.20Miss -43.7%

Revenue · actual vs est

$177,791 / $300,000Miss -40.7%
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Summary

Generated 2022-02-10

Management highlights

Clinical Advancements

  • In December, licensee LSBD filed for FDA breakthrough device designation for saliva glucose biosensor, but needed further data generation.
  • Submitted clinical trial protocol to Mills Peninsula Medical Center in California for a 40-subject study to explore salivary vs. plasma glucose relationship, expected to complete by July 2022.

Manufacturing Advancements

  • Received $4.7M Australian government grant for biosensor manufacturing facility, sourcing equipment starting in April 2022.
  • Discussing with University of Newcastle for location, build-out, and commissioning of the facility.
  • Evaluating expressions of interest for further Australian government funding under medical research commercialization initiative.
View in transcript ↓

Guidance

Cash Runway

  • As of Dec 31, 2021, cash, cash equivalents, and marketable securities totaled ~$11.19M, sufficient to cover expenses and capital requirements into the first half of 2023.
View in transcript ↓

Risks

Risks

  • Forward-looking statements involve risks like developing/commercializing diagnostics, partnerships, regulatory approvals. Known and unknown risks in public filings with SEC.
View in transcript ↓

Q&A highlights

Q: Any progress on partner identification for Chinese markets?

A: Short list discussions are commencing, not yet conclusive.

Q: Update on COVID progress with Wyss Institute?

A: Progress is excellent, expecting further announcements within the next quarter, but no current update.

Q: Glucose sensor trial timeline and next steps?

A: Study expected to complete in July 2022, results will lead to further submissions to FDA.

Q: Update on pre-submission package to FDA?

A: Waiting for FDA response, no further progress yet as FDA was busy with COVID.

Q: Partnership with University of Newcastle for manufacturing facility?

A: Sourcing equipment to be installed on Newcastle's premises to expedite commercialization and development.

Q: Timing of development and regulatory expenses?

A: Expenditure is clumpy based on milestones, difficult to average, will update as R&D milestones are delivered.

View in transcript ↓

Key numbers

Reported versus consensus

Earnings calendar feed

MetricReportedConsensusDeltaPrior year
EPS$-4.60$-3.20-43.7%
Revenue$177,791$300,000-40.7%

Transcript

February 10, 2022

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