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LungLife AI Secures Exclusive US Distribution Deal for LungLB® Test

Why we think this is good

The exclusive license and distribution agreement with Circulogene Theranostics for the LungLB® test in the US represents a significant opportunity for LungLife AI. The agreement includes upfront payments, ongoing royalties, and a potential asset purchase option, providing a clear revenue timeline and reducing funding risk. While there are some execution risks around obtaining the required consents, the partnership with a US diagnostics company and the multi-year revenue visibility are positive factors.

Key Points

  • Exclusive license and distribution agreement with Circulogene Theranostics for LungLB® test in the US
  • Upfront payment of $375,000, further $375,000 upon completion, and ongoing royalties of 20% (reducing to 15%) of net revenue
  • Circulogene has option to acquire licensed IP, equipment, and licenses for $6.2 million
  • Agreement subject to obtaining required consents, including shareholder approval

Summary

The diagnostics company has secured an exclusive US distribution deal for its LungLB® test, providing upfront payments, ongoing royalties, and a potential asset purchase option.

LungLife AI has entered into an exclusive license and distribution agreement with Circulogene Theranostics for the commercial distribution of its LungLB® test in the US. The agreement includes an upfront payment of $375,000, a further $375,000 upon completion, and ongoing royalty payments of 20% of net revenue for the first year, reducing to 15% thereafter. Circulogene also has an option to acquire the licensed IP, equipment, and licenses for $6.2 million. While the agreement is subject to obtaining required consents, including shareholder approval, the partnership with a US diagnostics company and the multi-year revenue visibility are positive factors.

Key Dates

31 August 2025
Circulogene to be able to provide the LungLB® test from its own laboratory
Late Q3 2025
Deadline for Circulogene to exercise asset purchase option
CONTRACT WIN