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Jeff Ackerman Puts (INBS) On Immediate Watch This Morning
—Thursday, December 18, 2025
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Before You Do Anything Else | Pull Up (INBS) Early This Morning—Here's Why Dear Reader, Sometimes the most interesting developments don't come from household names—but from smaller companies quietly solving real-world problems in smarter ways. When a new approach begins to gain traction, early signs often show up long before the broader crowd is paying attention. That's exactly the kind of situation we're looking at tonight. Intelligent Bio Solutions Inc. (Nasdaq: INBS) is a medical technology company focused on a faster, simpler way to screen for dru-g use. Instead of urine or saliva tests, its system uses a fingerprint and a small amount of sweat to deliver results in under 10 minutes—without invasive procedures or specialized facilities. In December 2025, the company completed a 1-for-10 reverse split, leaving it with a razor-thin float, with fewer than 900K shares listed as available to the public. When companies have small floats like this, the potential exists for big swings if demand begins to shift. And that's just one of the reasons why (INBS) is topping our watchlist this morning—Thursday, December 18, 2025. As the business continues to expand commercially, that structure can magnify the impact of new developments. The company is also showing clear signs of progress. For Q1 FY2026, the company recently announced record revenue levels, marking the third straight quarter of growth. Margins strengthened, and recurring sales from consumable testing cartridges now make up more than half of total revenue. Today, (INBS) serves over 480 active customers across 27 countries, with more than 1,700 testing readers already in the field. Several key developments are now lining up. These include progress toward FDA 510(k) clearance in the U.S., rapid international customer growth, the launch of a new continuous monitoring patch, and improving efficiency as recurring consumable sales increase. The global dr-ug screening market is expanding rapidly, projected to grow roughly 270%—from about $10.55B in 2025 to nearly $39.32B by 2034. 
Within this growing landscape, (INBS) differentiates itself through faster results, simpler deployment, and lower overall testing costs compared to traditional methods. As key regulatory and commercial milestones draw closer, the company's unusually small share structure adds an extra layer of focus on what unfolds next. Company Overview
Founded in 2016, Intelligent Bio Solutions develops non-invasive dr-ug testing through proprietary fingerprint sweat analysis. The idea behind the company's approach is simple: make dr-ug screening faster, easier, and less intrusive than traditional methods. Instead of relying on samples that require special handling or long wait times, the company designed a system that fits seamlessly into real-world settings. How the Technology Works
(INBS)'s core testing system uses a fingerprint to screen for recent dr-ug use. Instead of providing a urine or saliva sample, a person simply places a fingertip on a small cartridge for about five seconds. That cartridge is then inserted into a handheld reader, which delivers results in under 10 minutes. 
The system is designed to identify recent use of substances such as opiates, cocaine, methamphetamine, cannabis, and benzodiazepines. Because it analyzes sweat from the fingerprint, it focuses on recent activity—typically within the past 16 to 24 hours—rather than detecting older history. Why It's Different from Traditional Tests
Compared with urine or saliva testing, this approach is faster, simpler, and easier to deploy. Results are available in minutes instead of hours, the process is non-invasive, and testing can be done on-site without the need for specialized facilities. On an annual basis, the overall cost is also lower than many traditional testing methods. SmarTest® Continuous Monitoring Patch
In addition to fingerprint testing, the company has introduced the SmarTest® Patch, a wearable device designed for longer-term monitoring. The patch collects sweat over a 7 to 10 day period and can detect substances such as fentanyl, cocaine, and opiates. This product was launched in Q1 FY2026 and opens the door to use cases that require ongoing observation rather than one-time screening. 
Record Quarter Marks Third Straight Period of Growth
(INBS) delivered its strongest quarter to date in Q1 FY2026, reporting record revenue of $1.11M. This marked the company's third straight quarter of growth, with revenue rising 32% from the prior quarter and 28% compared to the same period last year. A growing share of sales is now coming from recurring consumable testing cartridges, which accounted for nearly 58% of total revenue—up from just over 51% a year earlier. As this mix shifts toward repeat purchases, overall margins have continued to improve. The company's customer base is also expanding quickly. (INBS) now serves 492 active customers across more than 24 countries, adding 33 new accounts in the quarter alone. More than 1,700 testing readers are currently deployed, supporting ongoing cartridge usage. Management noted that cartridge sales rose 43% year over year, while reader sales increased 23%. This progress is being reinforced by real-world adoption. Recent deployments include a UK industrial provider with 4,400 staff members and a multi-site London transportation operator. Each new reader placed in the field expands the installed base and supports recurring, higher-margin consumable sales, which now represent the majority of company revenue. Customer Base and Target Markets
Current Deployment (480+ Active Accounts): Safety-critical industries including construction, manufacturing, transportation/logistics, mining, maritime, electrical/electronic manufacturing, dr-ug treatment organizations, corrections facilities, government administration. Geographic Distribution: UK (strongest growth market), Europe, Middle East, Asia Pacific. Currently operates primarily outside the U.S. under Forensic Use Only designation domestically. Target Expansion Markets:
- Government: Border security, customs, defense, state agencies, emergency responders
- Law Enforcement/Corrections: Roadside testing, probation/parole monitoring, court-mandated programs
- Workplace: Expanding beyond current safety-critical focus into broader corporate testing
U.S. Market Potential: Over 70% of those abusing dru-gs in the U.S. are employed. Dru-g test positivity post-accident has climbed over the past five years. Global dr-ug screening market value is expected to top $39B within the next decade. FDA 510(k) Clearance: Gateway to U.S. Market
(INBS) advancing toward FDA 510(k) clearance in H2 2026—unlocking the massive U.S. workplace dr-ug testing market. Progress (September 2025 Update): Initial 510(k) submitted December 2024. FDA engaged with 70+ item Additional Information requests (standard process). Company submitted responses in August 2025. Proactively initiating additional clinical studies (complete H1 2026). FDA clearance on track for H2 2026.
Over 70% of U.S. substance abusers are employed. dr-ug test positivity post-accident rising. INBS's superior technology (faster, cheaper, non-invasive, recent impairment focus) positioned to capture market share from legacy urine/saliva once approved. Strategic Advantage: Unlike competitors with unproven technology, INBS brings 1,700+ deployed readers and 480+ customer relationships demonstrating real-world validation. FDA clearance could convert international success into an immediate U.S. market. Major Upcoming Potential Catalysts
- FDA 510(k) Clearance (H2 2026): Unlocks massive U.S. workplace market. 1,700+ international readers prove technology—FDA clearance converts global success into a domestic opp.
- Customer Acceleration: Added 33 accounts Q1 (50% YoY growth). Network effects from early adopters drive accelerating additions.
- Margin Expansion: Consumable mix 57.6% (up from 51.1%) with higher margins. Gross margins expanding toward 50%+ with a clear pro-fit-ability pathway.
- SmarTest Patch: Continuous 7-10 day monitoring opens new markets—probation/parole, rehabilitation, clinical trials, workplace monitoring.
- Distribution Expansion: SMARTOX partnership plus 18 distributors create global infrastructure. Geographic expansion (Middle East, Asia Pacific) accelerating with minimal capital.
- Enterprise Deployments: 4,400-staff UK provider and 14-site London transport validate large-scale capability—opening Fortune 500 pipeline post-FDA.
7 Reasons Why (INBS) Is Topping Our Watchlist This Morning
—Thursday, December 18, 2025
1. Tiny Float: with fewer than 900K shares available, (INBS)'s small float could see the potential for big moves if demand begins to shift. 2. Real Adoption: the platform behind (INBS) is already in use by more than 480 customers across 27 countries, showing real-world uptake rather than concept-stage testing. 3. Repeat Revenue: more than half of total sales at (INBS) now come from recurring consumable cartridges, supporting consistency as the installed base grows. 4. Record Results: recent quarterly updates from (INBS) show three consecutive periods of growth, including a record $1.11M quarter with improving efficiency. 5. Regulatory Progress: momentum toward FDA 510(k) clearance places (INBS) on a clearly defined timeline that could expand its reach into the U.S. workplace setting. 6. New Products: the launch of the SmarTest® monitoring patch adds a second use case for (INBS), extending its technology beyond single-point screening. 7. Large Backdrop: the global screening industry is projected to expand significantly over the next decade, creating a broad environment in which (INBS) is already operating at scale. Pull Up (INBS) While It's Still Early…
When you step back and look at the full picture, (INBS) checks several boxes that tend to draw serious attention. It combines a razor-thin float with growing real-world adoption, a rising base of repeat cartridge sales, and three straight quarters of improving results. Add in clear progress toward FDA 510(k) clearance, a newly launched monitoring product, and exposure to a rapidly expanding global screening industry, and it becomes clear why this name continues to stand out. We have all eyes on (INBS) this morning. Take a look at (INBS) while it's still early. Also, keep a lookout for my next update, it could be here within the next 60-90 minutes. Sincerely, Jeff Ackerman
Managing Editor
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