CELLBXHEALTH PLC - Investor Presentation and Q&A
Description
CellBxHealth PLC’s (AIM:CLBX) latest investor update outlines a strengthened growth strategy focused on accelerating commercialization of its Parsortix liquid biopsy platform and expanding its recurring-revenue “razor–razor blade” model. Management highlighted the significant clinical demand for circulating tumour cell (CTC) analysis as a complementary tool to ctDNA, addressing high tissue and liquid biopsy failure rates across oncology. Backed by a newly raised £6.8m and a major operational restructuring to reduce cash burn and lift margins above 70%, the company is targeting revenue growth to £8m+ in the medium term and EBITDA break-even by late 2028. A qualified sales pipeline of £12.6m - £4.5m of which is viewed as highly confident - supports this trajectory. Strategic partnerships with leading diagnostics and biopharma players, including Myriad Genetics and Roche Tissue Diagnostics, aim to integrate CTC workflows into large-scale clinical testing and drug-development programs, opening access to high-volume markets such as reflex testing for failed ctDNA assays. With a sharply reduced headcount, outsourced manufacturing, and a shift toward high-value laboratory-developed tests and CRO channels, CellBX Health positions itself as a leaner, commercially driven company ready to scale platform adoption. The investor presentation emphasizes a focused growth strategy, strengthened order book visibility, and a path toward sustainable financial performance as the liquid biopsy market continues to expand.



