--- title: "𖣂📈 The next evolution: Results season: IMR×Philips=PlugNPlay; time to revisit ONE; Plastic cookie anyone?" description: "HOMODEUS RESEARCH WEEKLY BRIEF · 1 September 2026 Research | Videos | Podcasts | LinkedIn | Follow on X Plastic cookie anyone? Hi, As open as I am to new technologies, one read this week really made me think twice. Plastic pollution is a huge issue; one new proposed solution? We eat it. New Scientist reported this week of a team who have come up with a solution where plastic bottles and agricultural waste can be converted into consumable cookies via genetically engineered yeast. In other news; a" canonical_url: "https://homodeus.one/research/report/the-next-evolution-results-season-imr-philips-plugnplay-time-to-revisit-one-plastic-cookie-anyone-weekly" markdown_url: "https://homodeus.one/api/reports/the-next-evolution-results-season-imr-philips-plugnplay-time-to-revisit-one-plastic-cookie-anyone-weekly.md" access: "full" source: "Homodeus Research" id: "322c936b-8141-4dcb-a71f-9d8cfa94f902" report_type: "weekly" published_date: "2026-09-01" lead_analyst: "Wei Sim" requires_payment: false issuer_paid: false html_access: "free-registration" html_registration_required: true keywords: "weekly,email-campaign" modified_date: "2026-08-31T18:41:24.549Z" --- # 𖣂📈 The next evolution: Results season: IMR×Philips=PlugNPlay; time to revisit ONE; Plastic cookie anyone? Published 2026-09-01 by Wei Sim. HOMODEUS **RESEARCH** WEEKLY BRIEF · 1 September 2026 [Research](https://homodeus.one/research) | [Videos](https://homodeus.one/research/videos) | [Podcasts](https://homodeus.one/research/podcasts) | [LinkedIn](https://www.linkedin.com/company/homodeus-research/) | [Follow on X](https://x.com/homodeus_rsrch) Plastic cookie anyone? *Hi,* *As open as I am to new technologies, one read this week really made me think twice. Plastic pollution is a huge issue; one new proposed solution? We eat it. *[New Scientist](https://www.newscientist.com/article/2585463-plastic-bottles-can-be-turned-into-edible-vanilla-flavour-cookies/)* reported this week of a team who have come up with a solution where plastic bottles and agricultural waste can be converted into consumable cookies via genetically engineered yeast. In other news; are you more of a swiss, smart or retro watch person? For myself I have a smart watch, but also a Casio. They’re cheap, do the job and you never have to charge them! So I was very excited to reda about the F-B100W – a marriage of the two.* | | | | | --- | --- | --- | | A cookie made using waste plastic and plant materials Source: New Scientist | Me & my F-94W | Casio's latest retro take on a smartwatch is the F-B100W Source: Tech Radar | **Idea of the week:* Oneview (ASX:ONE)**** reported 1H26a results last week. What we saw was *[validation of the company’s two-track GTM strategy](https://homodeus.one/research/report/oneview-healthcare-one-ax-quality-over-quantity-company-report)* with both their Baxter partnership funnel as well as new revenue channel from Bedside Hub being quantified. We admit that Oneview has had its challenges. That said, the validation of new opportunities, combined with their *[5× new logo growth since Post COVID](https://homodeus.one/research/report/oneview-healthcare-one-ax-5-new-logo-growth-is-just-the-beginning-initiation-coverage)*, provides us the conviction, that we are now starting to see early signs of inflecting profit growth. We *[initiated coverage on Oneview](https://homodeus.one/research/report/oneview-healthcare-one-ax-5-new-logo-growth-is-just-the-beginning-initiation-coverage)* in July* ***![](https://homodeus.one/api/email/assets/69779e80-a6c5-4cfa-9b9f-08e1c9f65ca2)![](https://homodeus.one/api/email/assets/30b798e2-ecb6-4783-95cc-c866c7a2e78b)*** **WEBINARS** | | | | --- | --- | | Industry Expert Deep Dive: Critical Resources (ASX:CRR) × DC Liquid Cooling Consultant HD View: As with all our industry expert calls, this one is worth watching. Learning about DC cooling technologies. | Alterity Therapeutics (ASX:ATH) | **NEWS THIS WEEK** - Oneview (AX:ONE) 1H26 results: Oneview saw improving trends in key operating and financial metrics in their 1H26 results. In spite of some endpoint losses these were more than offset by higher quality new deployments. Source: [Homodeus research](https://homodeus.one/research/report/oneview-healthcare-one-ax-quality-over-quantity-company-report) HD View: Idea of the week ![](https://homodeus.one/api/email/assets/eab0060c-2fa4-40a6-b189-5888600e7021)![](https://homodeus.one/api/email/assets/470d0fb0-886e-4a33-848d-1416b50f2f18) - 4DMedical (ASX:4DX) released FY26 results. 4DX provided material updates on US commercialisation and EU execution developments. Source: [Homodeus research](https://homodeus.one/research/report/4dmedical-4dx-ax-fy26-continued-execution-on-global-commercialisation-event-note) HD View: Financials were already largely [pre-reported during Q4](https://homodeus.one/research/report/4dmedical-4dx-ax-fy26-continued-execution-on-global-commercialisation-event-note) . 4DX continues to execute on global commercialisation. ![](https://homodeus.one/api/email/assets/99e246b0-18a4-4dcd-993a-0f3d812efa40) - Imricor (ASX:IMR) have announced a new Interventional MR (iMR) lab solution for Philips 1.5T MR. Source: [Homodeus reserach](https://homodeus.one/research/report/imricor-medical-systems-imr-ax-philips-plug-and-play-event-note) HD View: The announcement provides a turnkey solution, lowering frictions to adoption of the new platform. The announcement comes shortly after [Philips declared compatibility with Imricor](https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03118834-3A698355&v=undefined) , illustrating the rapid pace of collaboration between the two companies. | | | | --- | --- | - New Multisociety Expert Consensus Statement Says Safer Technologies are Available Now and Should Become the Standard for Protecting Healthcare Workers: Healthcare professionals performing minimally invasive procedures in fluoroscopy laboratories, often called “cath labs,” should no longer have to accept preventable radiation exposure and orthopedic injuries as part of their jobs, according to an expert consensus statement released today that is endorsed by six leading medical societies. Source: [Heart Rhythm Society](https://www.hrsonline.org/news/call-for-immediate-adoption-enhanced-radiation-protection/) HD View: Imricor (ASX:IMR) is the stated solution to the unnecessary radiation. - Anthropic’s best AI model struggles to attract users as cheaper tools thrive The availability of cheap, open-weight models from China and elsewhere has provided customers with more alternatives to the leading US labs, while there are also signs that Sam Altman’s OpenAI is gaining ground after slipping back for much of 2026. Kharazian said “If you impute previous trends you expect Anthropic to own the market. But because [OpenAI’s newest model] was so good and Fable underperformed, it’s been the reverse,” Source: [FT](https://www.ft.com/content/5ee49718-c258-4f01-aa32-7e5b76ae5245?syn-25a6b1a6=1) HD View: my exact experience hence [turning off my Claude subscription](https://homodeus.one/research/report/the-next-evolution-scx-on-the-asx-a4n-at-overcapacity-4-days-gta-vi-for-2-years-service-weekly) . Open weight models are starting to gain ground which is a tailwind for the likes of SCX.ai (ASX:SCX) ![](https://homodeus.one/api/email/assets/a9429352-8ba7-4e1a-9279-f6a5d7b54792) - Australia’s $150b data centre boom risks becoming an economic mirage: The developer could be offshore (AirTrunk, Stack) or onshore (CDC, NextDC), but the data centre user (the Google/Amazon/Microsofts of the world) is most likely offshore. The customers (the ones watching Netflix) are onshore, but paying for the privilege. Source: [AFR](https://www.afr.com/chanticleer/australia-s-150b-data-centre-boom-risks-becoming-an-economic-mirage-20260824-p60r33) HD View: If you’re for an Aussie DC user investment take a look at SCX (ASX:SCX) - AI start-ups sceptical as government offers leg-up to win big deals. Assistant Technology Minister Andrew Charlton announced the so-called “Buy Australian AI” partnership on Thursday as an industry-led program to provide start-ups access to major banking, insurance and superannuation sector technology buyers through an accelerator program run by start-up group Stone & Chalk. Source: [AFR](https://www.afr.com/technology/ai-start-ups-sceptical-as-government-offers-leg-up-to-win-big-deals-20260827-p60s1h) - RadPartners signs $1b deal to acquire Everlight Radiology. Founded in 2006, Everlight bills itself as the leading international provider of remote reads, serving hospitals and imaging centers across the U.K., Ireland, Australia, New Zealand and South Africa. Everlight steps in as the next best alternative when on-site radiologists are unavailable to read and interpret an imaging report. It was shopped as the world’s largest teleradiology business with more than $70 million in EBITDA. Source: [AFR](https://www.afr.com/street-talk/radpartners-signs-1b-deal-to-acquire-everlight-radiology-20260824-p60qwu) | [AuntMinnnie](https://radiologybusiness.com/topics/healthcare-management/mergers-and-acquisitions/rad-partners-expands-overseas-acquiring-1-worlds-largest-teleradiology-businesses-reported-715m) ![](https://homodeus.one/api/email/assets/53d818e8-9ada-4eec-ad3b-2fec992b58bb) - Nuix (ASX:NXL) announced a major expansion of its Generative AI (Gen AI) capabilities in Nuix Discover, its legal review and eDiscovery solution. Source: [Nuix](https://www.nuix.com/news/nuix-expands-generative-ai-legal-review-debuts-ai-chat-case-data-iltacon) - Why Sovereign Infrastructure Is the Missing Piece of the Agentic AI Conversation. A recent industry survey found that 88% of organisations have experienced confirmed or suspected AI agent security incidents in the last 12 months. Source: [SCX.ai](https://scx.ai/resources/agentic-ai-sovereign-infrastructure-2026) **CALENDAR** | Date \| Time | Time | Event | Company | Details | | --- | --- | --- | --- | --- | | 1st September 2026 | 09:00 AEST | SCX.ai | ASX:SCX | Link | | 3rd September 2026 | 11:00 AEST | Green & Gold Minerals | ASX:GG1 | Link | | 7th September 2026 | 14:00 AEST | Flexiroam | ASX:FRX | Link | **COMPS TABLE** ![](https://homodeus.one/api/email/assets/f527260b-4680-4233-b67c-70962e9b4b1d) **Wei Sim (founder) – **[Book a meeting with me](https://calendar.app.google/TQU7cNMVzPXm35c29) [+61 428 536 756](tel:+61428536756) [wei@homodeus.one](mailto:wei@homodeus.one) [X](https://x.com/Homodeus_Rsrch) | [LinkedIn](https://www.linkedin.com/company/homodeus-research/) | [homodeus.one](https://homodeus.one/) ![](https://homodeus.one/api/email/assets/53a07529-9830-44c9-a0df-d6fed26f2684) ![](https://homodeus.one/api/email/assets/b0ee9842-7043-4c42-ad8a-fa12554dda04) This email is sent by Wei Sim on behalf of **Homodeus One Pty Ltd** (ABN 83 696 272 116), Corporate Authorised Representative (No. 1320577) of **Sharewise Compliance and Administration Pty Ltd** (ABN 11 098 020 734, AFSL 280420). 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