LUCD Lucid Diagnostics Inc

$LUCD Screening paradigm without Esoguard: 1) If you meet AGA criteria for high risk, you get an upper endoscopy. Screening paradigm proposed at the CAC (and I assume what will be delineated shortly in the new AGA guidance): 1) If you meet AGA criteria for high risk (ALREADY written into the foundational LCD) --> Esoguard. Roughly 70%-90% chance it's negative and you're done. 2) 10-30% who test positive need an endoscopy, a test they are already supposed to get under existing guidelines. With this paradigm, the yield of endoscopy is significantly enriched, the majority of patients are spared the more invasive test, and many who otherwise would not get screened at all are getting screened. There is absolutely no trade off. September is going to be our month. I can feel it in my bones.

$LUCD AI believes esoguard could save 2,000–4,000 lives per year, with ~3,000/year being a defensible midpoint. The speed and ineptitude of our government is indirectly killing thousands.

$LUCD Nothing will move forward until the third installment of the American Gastroenterological Association (AGA) clinical practice guideline series on Barrett's Esophagus which is expected to be published in 2026 and will focus specifically on screening strategies. While the test has a fantastic negative predictive value, critics and some medical societies have pointed to the positive predictive value (PPV), which has hovered around 30 percent in some screening populations. There is only one question that needs to be deliberated which is the ultimate cost-benefit question which remains though as follows: for every 10 positive EsoGuard results, do the cost, patient anxiety, and possible risks associated with those 7 unnecessary EGDs outweigh the 3 patients whose likely otherwise fatal cancer was caught early? If panel decides yes , medicate will be granted. If not , company will likely going private.

$LUCD F it. Bought another 2k shares when it dipped to 93 cents. At this point I’m all in. I either win big or not at all.

$LUCD If we do get the LCD tonight, just remember that nobody knows about this stock. In my humble opinion, the post-LCD appreciation will not be a day or two, it will be many months, with plenty of ups and downs. My last 2 biotech positions, I sold way, way too soon because I had been holding for years with nothing but dilution happening (hmm sound familiar?) I left so much $ on the table. With this one, I am not repeating that mistake! What do the kids say? Diamond hands

$LUCD “7 unnecessary EGDs…” I can appreciate the simple DD done, however, PPV among MOST standard of care screenings are anywhere between 4% - 40%. LDCT for Lung Cancer: 3-20% Prostate (PSA): 18-30% Cervical (Pap): 20-28% Breast (Mammogram): 3-10% By criticizing a PPV in the mid 30% range for a highly targeted population who meet appropriate risk factors (designated by professional society guidelines) using EsoGuard is naive and uneducated. All of those tests are the “Gold Standard” yet most have LESSER PPVs. Try again.

$LUCD Jeez, at some point don't they bring in regulatory counsel to compel a response. It would be one thing to raise actual cost/value concerns, but to just sit on it and make it the longest diagnostic delibertion ever is just improper.

$LUCD in what ways does this not work out? Great CAC, they hit the metrics needed, etc. how do we still get screwed here? I’m losing a lot of confidence due to these BS govt. entities that hold our future in their inefficient hands.

$LUCD last thing and then I'll shut up for a while. Here is the time CAC to transcript time for recent LCDs. For us, CAC to transcript was 124 days. It's likely a factor.

$LUCD Crazy … I was able to sell 30k pre-mkt at .93+ without any effect; yet … .89? 🤷‍♀️ I’ll be adding them back under .90 it appears.

$LUCD Fwiw … holidays shortened week next week and Labor Day is a slow time. I’m not really holding my breath for next week, but I am adding a few shares. 🤷‍♀️

$LUCD Ouch! Looks like its back to the 80's. What a regulatory debacle. Need a more skilled leadership team to turn the wheels of bureaucracy.

$LUCD At this point with management seemingly checked out, I would not be surprised to see us dip to all time lows. At least they see where silence on all fronts will get you.

$LUCD this is exciting because we are about to pass the 1 year mark since the CAC meeting.. generally speaking that’s the amount of time these take but it could go to 13 or 14 months.. wouldn’t be a good sign imo

$LUCD I think we’ll see more anticipation if/when it’s imminent. Seems like someone always knows; so I don’t think tomorrow’s the day. But, on the bright side; there seems to be buyers lurking on weakness 👍🏻🙏

$LUCD Keep you powder dry. My experience is once it goes this low it drops much further.

$LUCD the ceo based his guidance on stock analysts C'mon man ... that's wild to tell your investors the draft LCD was imminent

$LUCD Claude states a draft is a “probably, yes”, but will be narrowly scoped and hamper the TAM significantly “The argument against is specific to Medicare’s demographics. Barrett’s screening is about preventing a cancer that takes years to develop. The value of finding non-dysplastic Barrett’s in a 78-year-old with ten other problems is close to zero, and the downstream cost of surveillance endoscopies every three to five years is not. Most of the clinical benefit sits in patients aged 50 to 65, which is disproportionately the commercial population, not the Medicare one. Lucid’s whole strategy is pointed at the payer whose beneficiaries benefit least.” Not trying to be a bearish, but it’s a possibility. That would mean they need significant adoption with commercial payors. It could take time even with an LCD. However, an LCD is a huge milestone

$LUCD how low will they let the cash balance go before they do another offering? $19.7M left in the atm. Maybe the stock is dropping because they are using the atm?

$LUCD really stressful to be 1 year tomorrow since the CaC meeting.. lcd draft should be out by EOD tomorrow and likely won’t happen… probably have to wait a few more months