Dave McCarthy

Looking for value in BioTech. No advise, Do your own due diligence.

[Dave McCarthy @fathlete]

$lucd What is really happening

[Dave McCarthy @fathlete]

@broheim777 Thats IDIOTIC. Ayrton designed $LUCD 2024 Note so that it can not be cured. If LUCD used the ATM during the VA spike Ayrton can claim the EsoGuard IP, PLUS the Bank A/C's and NONE of the LIABILITIES that MUST default on 23 May 2026.

PAVM's note is also with Ayrton and is TOXIC

[Dave McCarthy @fathlete]

$LUCD & $PAVM. LUCD will be in breech of the primary covenant of their Nov. 2024 note, FULL CMS APPROVAL, that CAN NOT BE "CURED" on May 23 2026.

Yesterdays PAVM funding has a Covenant requiring a DRAFT LCD by Feb. 28😵‍💫

They are playing games to steal RETAIL investors cash 🤮

[Dave McCarthy @fathlete]

$PAVM

PUMP incoming. But on May 22 2026 $LUCD will be in breech of the primary covenant of the Nov. 2024 Note & it's designed NOT TO BE "CURED". This financing is to protect the CEO & CFO's salaries that reward them a Top 1% lifestyle for their BOTTOM 1% performance. FACT

[Dave McCarthy @fathlete]

@crypto_biotech $LUCD Except Lishan the CEO said during the Q&A during the 2nd Qtr 2025 Conference call that for the first half of 2025 there was ONLY $2M of tests that would be paid under CMS 12 Month lookback program. So MAYBE $5M for ALL of 2025.

FACT not your fiction.

[Dave McCarthy @fathlete]

$LUCD & $PAVM

Unless you believe that the Nov. 24 Convertible Note Holder will accept MORE risk for LESS return + tie up their $$ for 2 more years then Default is CERTAIN on May 23rd. The Note can NOT BE REPAYED until 2029. IF LUCD had money, (THEY DONT) it would not matter.

[Dave McCarthy @fathlete]

@edon5 $LUCD EXCEPT there is fully diluted, and the MONEY IS ALREADY SPENT, 230M shares outstanding, $PAVM owns 31M, and Institutions, mostly passive stakes for Indexes, own less than 40M. BTW GUARANTEED RESTRUCTURING on May 23 2026.

[Dave McCarthy @fathlete]

@edon5 4/ $PAVM & $LUCD I set up multiple roles in a Counsel to advise me. All Specialist, CMS, MedTech, Investment banking, etc and they argue amongst themselves to arrive at probabilities of what will happen but also find information and connections I didnt know about. Mind blowing

[Dave McCarthy @fathlete]

$LUCD CMS is writing a "Category" LCD, so EsoGuard Cyted Health, & Previse will all be covered. They will crosswalk (blend) the pricing so it will be $1K(ish) not the EsoGuard $1963 per test.

LUCD will get $1K less PURE PROFIT from each test. It becomes a marginal business😵‍💫

[Dave McCarthy @fathlete]

@edon5 3/ $PAVM Feeding John Palumbo's LinkedIn bio into Gemini along with the Novermber 2024 Convertible SEC filing has Gemini convinced that WHEN not IF the 18 month Covenant is breeched on May 22 they will RESTRUCTURE and WIPE OUT retail. That outcome benefits $LUCD MGMT as well

[Dave McCarthy @fathlete]

@Pat_Mizaski But I have been right since $14,000 invested in $LUCD was worth $14,000 and NOT the $1,200 that it is worth today. That's just a FACT

[Dave McCarthy @fathlete]

$LUCD. The transcript of the Sept 4 2025 CAC was published on Jan. 2 2026. LUCD's Nov. 2024 Note primary COVENANT requires CMS approval by May 22 2026. That is IMPOSSIBLE so LUCD DEFAULTs. The NOTE holder appointed a RESTUCTURING expert which the Note terms allow in Sept 2025

[Dave McCarthy @fathlete]

$LUCD BTW there are MANDATORY comment periods etc required so after the transcript comes a DRAFT LCD, another Comment period and ONLY then can EsoGuard get CMS approval. So its IMPOSSIBLE To get CMS approval by May 22 2026.

DEFAULT, RESTUCTURING, Common gets WIPED OUT.

FACTS

[Dave McCarthy @fathlete]

@CParyse86296 Fully diluted there is 230M shares outstanding. Cash only till Q3 26, so MASSIVE DILUTION is certain. Average post CAC timeline for a draft LCD is 9 MONTHS+ (Reconsiderations take LONGER) but Convertible covenant says must get FULL APPROVAL by May 26. So default is certain.

[Dave McCarthy @fathlete]

This study is near term a BIG NEGATIVE for $LUCD

https://t.co/67fOvelGI8

It must goes through the peer review process which pauses the draft LCD until that occurs. So add AT LEAST 5 months so draft LCD is a 2H 2026 POSSIBILITY, but could be Q4 2026

[Dave McCarthy @fathlete]

$LUCD The PUMPERS are DESPERATE & LIE. 🤥🤥

With mandatory comment periods etc it is NOT POSSIBLE to get CMS approval by Feb. 15 let alone "sooner".

LUCD is broke Q3 26 and just filed S3 for $150M which they will do at $1 in Q2 26.

245M shares outstanding TODAY😱😬😭

[BioPharm_the_Magnificent @crypto_biotech]

@BernardBaruch @gerrard1987 @rscruumqb12 @justfactstruth $LUCD now has more institutional investors than Ardelyx did at $1.25 and will also beat Ardelyx to CMS inclusion.
Will likely beat them to $7.
I have a position in both and full confidence in CMS approval by Feb 15. Hopefully much sooner.
I am getting an EsoGuard test next week.

[Dave McCarthy @fathlete]

$LUCD Cyted Health who raised $44M to enter US with EsoGuard competitor, also Previse owned by CSTL which has a strong EXISTING presence with TissueCypher in Esophageal cancer & EXAS with Mayo .

LUCD filed S3 for $150M which they will do at $1 Q2 26

MASSIVE DILUTION ahead🤑🤑

[Dave McCarthy @fathlete]

$LUCD

S3 for $175M but $25M is for Maxim ATM.

LUCD has to raise to fund EsoGuard launch by the latest Q2 26 at they are BROKE Q3 26.

Doing the full $150M is the most sensible option. If they have a slow launch LUCD will trade at 50cents so get $$'s ASAP.

MASSIVE DILUTION