Good signs ...., page-1141

Redefining the Surgical Lens- Microscope: Optiscan Imaging and the Era of Live Digital Pathology.



Not Just the Tech—It’s the Traction

What’s turning heads now is not just the tech—it’s the traction, especially the collaboration with the prestigious US medical group, the Mayo Clinic. In mid-2024, Optiscan signed a Know-How Agreement with Mayo, kicking off a co-development project focused on robotic-assisted breast cancer surgery.

Fast-forward to 2025, and the milestones are already stacking up. Together, Optiscan and Mayo have built and tested prototypes that integrate Optiscan’s imaging system directly into robotic surgery platforms. This includes real-time, high-resolution imaging within the surgical field, validated through compatibility tests and preclinical studies.


A Glimpse Through the Lens: - A Surgical Microscope with an Edge.

Optiscan Imaging is not just developing next-gen medical imaging tools—it’s laying the groundwork for a globally scalable digital health platform (Figure 1). From world-first imaging precision to real-time surgical guidance, the company’s unique positioning spans multiple high-growth markets. For us, retail layman investors, a super-surgical microscope?





The Market Opportunity – Scaling Across Verticals

Optiscan isn’t limiting itself to clinical use. The company has its sights set on five major verticals: Clinical, Veterinary, Life Sciences, AI, and Robotics.

Its expanding product suite includes (Figure 2):

• InVue™ – Focused on surgical applications
• InForm™ – For digital pathology
• InVivage® – Specialised for oral diagnostics
• ViewnVivo® – A life sciences tool gaining traction in the US, EU, and China

Together, these products are targeting segments worth:

• $10 trillion in global clinical care
• $144 billion in life sciences
• $20.9 billion in AI-powered diagnostics

This is not a company chasing niche opportunities. This is a platform approach with global scalability.



Real Momentum, Not Just Hype

While the vision is big, the delivery is what matters—and Optiscan is delivering.

In just 12 months:

• It has hit all key milestones in its Mayo Clinic collaboration

• Built and tested robotic-integrated prototypes

• Progressed multiple devices along the regulatory pathway for launches starting in 2026

• Initiated AI and telepathology development with partners like Prolucid and Monash University

Financially, the company is on solid ground:

• FY24 income was up ~33% to $3.53M

• FY25 is projected to grow further by ~20% to $4.2M (Figure 3)

• Cash reserves stood at $11.2M in FY24 and $7.1M as of February 2025





Support from CRC-P grants, R&D tax incentives, and growing product revenue gives Optiscan the fuel it needs to scale. It's not often you see an early-stage company showing this level of momentum, especially with multiple products on track for commercialisation over the next 36 months.





A Platform Built for the Future

This isn’t just a “better microscope.” It’s a horizontally and vertically integrated digital health solution—combining live imaging, AI diagnostics, robotic compatibility, and remote access via telepathology.

Imagine a future where:

• Surgeons don’t just remove tumours—they verify margins in real time
• Pathologists can diagnose from anywhere in the world with live streaming
• Robotic systems aren’t just automated—they’re visual and intelligent
• And AI interprets microscopic images on the fly, providing decision support in surgery

Optiscan is building that future.

Concluding Comments from Samso

From a Melbourne-based operation to a global health tech innovator, the company is ticking off milestones across sectors and geographies. The recent update on its collaboration with the Mayo Clinic signals more than just good progress—it signals proof of scalability. The agreement is what investors like to see. To my simple interpretation, Optiscan is an instrument enabler, and the technology may be its value proposition in what would be a very competitive industry.

As the company edges closer to key product launches across oral, veterinary, and surgical applications, the investment thesis strengthens. We’re not looking at a single-device company. We’re witnessing the growth of a digital health ecosystem, underpinned by a unique imaging technology, global partnerships, and recurring revenue potential.

The speed at which they deploy will be critical. When you break the business down to simple business 101, it is as simple as simply getting your products out to market as fast as possible and getting your customers to be dependent on your services and IP so that it is uneconomical to change.

With $11.2 million in cash at FY24 and a FY25 income forecast pushing beyond $4 million, Optiscan looks like they have the resources to get things happening. As always, investors should do their own research, but this is one microscope that may just reveal more than meets the eye.

Definitely a worthy candidate to keep an eye on. Has a decent market capitalisation at just over AUD $96M, but if they get the revenues in, this will be multiples more, one would hope.

Happy investing. And remember, always DYOR.