Thanks, Quiltman.I was unable to watch the webinar on Friday....

Thanks, Quiltman.

I was unable to watch the webinar on Friday. Have now done so and thought I'd add some comments around certain aspects. I'll just deal with the Q&A segment as it is the most relevant to the various discussions on this thread.

NASDAQ:

Asked if he could provide any colour, Craig said he wasn't legally allowed to say anything, then went on to say:

'The future is bright. From a capital perspective we're focused on getting enough capital to take us through to profitability and beyond without having to do anymore CR's for, let's say, the next 24 months. And to take us to the point where we have significantly moved the business so much from a product, marketing and revenue perspective that the company as we know it today would be night and day to what it will be at that time.'

We are modelling revenues from H2 CY '23 going into December. We are not going to miss out on the opportunity just because we are underfunding.'

FDA:

We work collaboratively with the FDA so that everything is consistent with the clearance we are seeking. Marketing for Pulse will ultimately depend on what clearance we get from FDA - if we get an Rx Clearance, which is a Prescribed Medical Device, or whether we have full clearance Over The Counter for the device.

Later on, he added:

'We are still targeting H1 CY '23 for CONNEQT Pulse. You can always get staged approvals for these things and keep going back and getting multiple clearances as you build, but no, we are all in.

We have done this four times before from the Atcor XCel which is the predicate for all the devices that followed. The most recent being the Atcor Oscar2 which is the predicate device for the CONNEQT Pulse which is what we validated against and is already cleared by the FDA. (He actually said Xcel again, but think he meant Oscar2 as it is the latest iteration of the SphygmoCor technology.)

There is no need to do anything less than what we are doing with the FDA.

CLINICHAIN CONTRACT:

This is a first-time contract with them, one of many to come, we are extremely confident. Potentially A$10M with extensions currently under negotiation.

We have multiple in-bound opportunities as a result of the Clinichain trial, as well as exposure specifically from CES.

And yes, the current pipeline is A$7M up from A$6M, excluding Clinichain.

SUMMARY:

CC Talking about himself and Niall Cairns:

'We are in there. We put in our capital. We're the largest shareholders. We don't think it's going to happen, we're not putting our money in because we think it's going to happen. We know it's going to happen. That's how we live, build and run the business, otherwise we'd be doing something else. This is it for us.'

Niall Cairns:

The big thing with CES is significantly raised awareness right across the board. What Craig and everyone else is finding is there is a lot of in-bound interest from serious industry partners, launch partners, strategic partners which means we're in the conversation when things are getting done.

So it's a huge step up from a little Australian company. So just those things put us in a really good position to go forward and continue executing on the opportunity we have.

CRAIG on CES

The media around the show, it's really the first time we've seen us packaged with *Withings, * ValenCell, Phillips, they're mentioning CONNEQT in the same vein with all those companies in these articles. So that's just fantastic see in terms of brand recognition

We engaged with *IQVIA at the show. IQVIA is the largest CRO. They are basically a one-stop shop for, you know, a Pfizer to go to when they want to run a pharmaceutical trial. Two days later, Toni Hofhine, President Atcor, called and said, 'You won't believe what just happened. IQVIA just cold-called saying, What are we going to do together?'

'We are definitely looking at licensing our technology to businesses that are non-competitive to us - treadmills, notebooks, gaming devices, literally anything that has what we call a touchpoint, we have an active business development around. What we were able to show with our sensor development was e can get an equivalent finger-based reading that we could get through our traditional devices. So whether it's a finger login ID on a laptop or a gaming device with your thumbs, it shows heart rate to your gaming competitors in a stadium environment. So anything really where there's a touchpoint we feel like we can integrate our technology. So it's a big thing for us.

'Ideally, I'd like to do a deal with someone like Lenovo computer manufacturer to do a touchpoint ID that would give health analytics when you logged into your computer in the morning, which would a be a pretty cool differentiator for a company like that.'

Funny he didn't mention phones....

Anway, as with all the webinars there's a lot to unpack. Hope others who didn't get to see the webinar find this useful.

https://www.iqvia.com/about-us

* https://www.withings.com/nz/en/

* https://valencell.com/