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Paul Prescott Announces Full Coverage On (INBS) Starting
This Morning —Wednesday, December 31, 2025
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Take A Look At (INBS) While It's Still Early… December 31, 2025
News Flash | (INBS) Showcases An Approx. 30% Move On Major Announcement Dear Reader, A major announcement just hit the wire from (INBS) —and it's already starting to ripple through the tape. After trending in the $4.03 range yesterday, (INBS) just tapped $5.26, marking an approximate 30% move in less than a day. That kind of reaction tends to show up when a headline lands that changes how people view what could come next. This morning, (INBS) announced a new manufacturing partnership designed to dramatically reduce production costs, strengthen global supply resilience, and potentially lift margins by a meaningful amount as the company prepares for its planned U.S. market entry in 2026. See full story here.
If you missed my earlier coverage, keep reading to quickly get up to speed and see why we're so excited to be highlighting (INBS) today. ===== Some names don't need noise to get noticed; they start to stand out when the fundamentals and timing begin to align. The clues usually show up in the details—commercial traction, fresh headlines, and a setup that can move fast once attention arrives. That's the kind of situation we're watching tonight. That's why (INBS) just hit our radar heading into the final day of 2025. 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. Earlier this month, 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 the float is that low, it doesn't take much to create a high-potential situation. And that's just one of the reasons why (INBS) is topping our watchlist this morning—Wednesday, December 31, 2025.
And we're not the only ones taking a closer look. In a report published today, December 30, Ladenburg Thalmann analyst Jeffrey S. Cohen maintains a $12.00 target, suggesting over 170% upside potential from recent levels. 
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. New Strategic Partnership Expands Wearable Health Monitoring Reach
On December 18, 2025, (INBS) announced a non-exclusive strategic partnership with Vlepis, an Australian medical and wellbeing technology company specializing in advanced sensing and wearable patch technologies. The collaboration is designed to support joint research and development efforts, expand distribution capabilities, and leverage regulatory expertise to accelerate international adoption of non-invasive testing and monitoring solutions. Vlepis' wearable technologies and software platforms complement INBS' existing portfolio, which includes its fingerprint-based screening system and the SmarTest® monitoring patch. The partnership gives INBS the ability to evaluate connected wearable devices, cloud-based platforms, and mobile health applications that could extend its product ecosystem beyond traditional screening environments. This collaboration also positions INBS to participate in the rapidly expanding wearable medical devices market, valued at approximately $42.7B in 2024 and projected to grow at an annual rate exceeding 25% through 2030—supporting a broader push into business-to-business, business-to-consumer, and consumer health monitoring settings. Alongside this partnership, other developments remain in focus, including progress toward FDA 510(k) clearance in the U.S., continued international customer growth, the rollout of a continuous monitoring patch, and improving efficiency as recurring consumable sales increase. At the same time, 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, co-ca-ine, me-thamp-heta-mine, can-nab-is, and ben-zo-di-azep-ines. 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 fen-tan-yl, co-ca-ine, 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. 
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). The 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 Factors Putting (INBS) On The Top Of This Morning's Watchlist
—Wednesday, December 31, 2025. 1. Big Market Tailwinds: with the global screening industry projected to grow roughly 270% from $10.55B in 2025 to $39.32B by 2034, (INBS) is operating inside a rapidly expanding landscape. 2. Tiny Float: with fewer than 900K shares listed as available to the public, (INBS)'s small float could witness the potential for big moves if demand begins to shift. 3. Analyst Coverage: following a December 30 report highlighting a $12 target that suggests over 170% upside potential, (INBS) has added third-party attention to an already developing story. 4. Real Adoption: with well over 480 active customers across 27 countries, (INBS) is already showing real-world usage rather than early-stage testing. 5. Recurring Sales: with consumable cartridges now making up more than half of total revenue, (INBS) is seeing repeat activity tied to its installed base. 6. Record Quarter: after reporting $1.11M in Q1 FY2026 revenue and three straight periods of growth, (INBS) is showing measurable commercial progress. 7. Recent Expansion: after announcing a strategic partnership with Vlepis, (INBS) is positioning its platform for consumer health monitoring alongside commercial screening. Take A Look At (INBS) While It's Still Early…
When you step back and look at the full picture, (INBS) checks several boxes that tend to pull serious attention. The share structure is razor-thin, recent analyst coverage has added a new layer of visibility, and real-world adoption is already in place across hundreds of customers internationally. Add in a rising base of repeat cartridge sales, a record quarter that marked three straight periods of growth, and a fresh push into wearable health monitoring—and it's easy to see why this story is building momentum heading into year-end. With global screening demand projected to expand sharply over the next decade, (INBS) is operating in a landscape that's getting bigger—and moving faster. We're locked in on (INBS) this morning. Take a quick look at (INBS) while it's still early. My next update could be hitting any moment, keep an eye out for it. Sincerely, Paul Prescott
Co-Founder & Managing Editor
Street Ideas Newsletter | 
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