Thimble Dx

Thimble Dx

The Theranos idea, done honestly.

Theranos promised hundreds of tests from a drop of blood and never had them. We traced exactly why, scored 69 companies that have built pieces of the idea since, and designed a station that only claims what it can prove.

Concept stage Not a medical device · Figures are targets, not results

Thimble system overviewA capillary sample is split at collection into EDTA and lithium-heparin microtubes, run on four bays of the Thimble Station in about 15 minutes, with results and QC sent to the Thimble Cloud and long-tail tests sent to the hub laboratory by courier. patient ~370 µL DRAW KIT first drop wiped EDTA, then heparin EDTA ~120 µL Li-heparin ~250 µL SST hub only THIMBLE STATION BAY 1 HEME CARD imaging CBC (19) + HbA1c 20 µL EDTA · ~5 min BAY 2 CHEM DISC centrifugal photometry, 25 assays 100 µL heparin · ~12 min BAY 3 IMMUNO PACK time-resolved fluorescence 15 µL per strip · 10-15 min BAY 4 EC CARD (OPTION) Na K Cl iCa Glu Lac Crea BUN Hct 65 µL heparin · ~2 min pre-analytics: fill · sample age · clots · hemolysis / lipemia / icterus SST tube by courier to the hub, same day THIMBLE CLOUD fleet QC + lockout patient-based QC director review HL7 v2 / FHIR R4 patient app audit trail HUB LAB CAP-accredited high complexity same-day courier ApoB, Lp(a), hormones B12, folate, PTH serology, drug levels data lock
One draw, split at collection, four proven methods, about 15 minutes. A design, not yet a device.

The short version

Every part has been done.
Never all at once.

Theranos promised six things: a few drops, many tests, minutes, a pharmacy counter, a posted price and lab-grade accuracy. Each has been achieved by someone. Nobody has put all six in one box.

69companies and products scored against the 2013 promise
6parts of the promise, each achieved by someone
0that achieve all six in one device
$2.7B+raised by five testing ventures that failed or shut down

From first principles

Start with how blood tests actually work.

Six facts decide what any blood-testing device can do. Theranos ignored them. The Station is built on them.

01

Every test needs its own reaction.

A number comes from chemistry: an enzyme, an antibody or an electrode that responds to one substance. Software turns that signal into a result, and it can read as many signals as you like. It cannot create a signal the chemistry never made.

One drop, many tests
Reaction one per test Detector light, current Software signal to number
02

Every reaction needs its own share.

A drop is about 30 µL. A lab tube holds a few thousand. Hundreds of tests from one drop was arithmetic that never worked.

1 drop ~4,000 µL 1 lab tube ~30 µL
03

Some tests need a different tube.

Cell counts need one additive; chemistry needs another that would ruin them. So the blood is split the moment it is drawn.

cellschemistryspecialty
04

Precision comes from counting.

Count 100 cells and you are off by about 10 percent. Count 7,000 and it is about 1. A camera counts thousands in seconds.

10%3%1.2% 1001,0007,000 cells
05

Squeezing breaks cells.

A squeezed finger bursts red cells, which spill potassium and fake a dangerous result. The Station measures that damage in every sample and will not report a number it cannot trust.

K+
06

Trust is a number.

Every US lab test has a legal limit on how wrong it may be. The Station publishes its own error against that limit. Theranos hid its.

±0.3 mmol/L: the most a potassium result may be off and still pass
So

Split the draw. Run small reactions in parallel. Check every sample. Send the rest to a lab. Publish the data.

That is the whole design: about 40 tests and a full blood count from about 170 µL, using four methods that are already cleared in other products.

How it works

Four proven methods. One counter-top station.

Each bay does one kind of measurement that another company has already proven. Together they cover the tests most people actually get.

Heme Card

A camera counts and classifies your blood cells, the full blood count with the white-cell breakdown, and reads your three-month blood sugar.

20 µL · about 5 min · CBC + HbA1c

Chem Disc

Spins the blood to separate plasma, then reads color changes in 24 tiny wells: kidney, liver, salts, sugar and cholesterol.

100 µL · about 12 min · 25 tests

Immuno Pack

Antibodies that glow find hormones and proteins: thyroid, iron stores, inflammation, vitamin D, PSA, pregnancy, heart markers.

15 µL each · 10 to 15 min · 12 tests

EC Card

Tiny electrodes, like a pH meter, measure salts, calcium and lactate in about two minutes. An option for urgent care.

65 µL · about 2 min · 9 tests

Everything else goes to a real lab, the same day.

Hormones, B12, ApoB, serology and drug levels travel in a third tube to the hub laboratory by courier.

See the full design

One visit

About fifteen minutes, start to finish.

  1. Minute 0CollectA painless upper-arm collector or a fingertip draw by trained staff fills two small tubes.
  2. Minute 4LoadEach card or disc takes its own measured share. No pipettes, no robot arm.
  3. Minute 5 to 15MeasureAll bays run at once. The Station checks every sample for damage before it reports.
  4. Minute 15ReviewThe pharmacist reviews the results with you. Anything flagged goes to the hub lab.

Has anyone done this?

Yes, in pieces. Never the whole thing.

The closest successes

Yes, in pieces.

Babson and BD run 68 tests from fingertip blood collected in Austin pharmacies, in a central lab. Truvian's FDA-cleared benchtop runs chemistry, immunoassays and blood counts in minutes, from a vein. Small devices from Abbott, Roche and others have run a few tests in minutes for 30 years.

The gap

Never all at once.

Of the 69 companies and products we scored, none delivers a broad menu from a few capillary drops, in minutes, at a pharmacy counter, at a posted price, with published accuracy.

The graveyard

Many tried and failed.

Theranos, LumiraDx, Cue, Forward and Sight Diagnostics raised more than $2.7 billion between them. Most died of economics, not physics.

Who achieved which part of the 2013 vision
  • Full
  • Partial
  • None
  • Thimble target, not yet built
ADropBMenuCMinutesDRetailEPriceFAccuracyTheranos (2013 claims)Theranos (2013 claims) · Drop: partial◐Theranos (2013 claims) · Menu: none○Theranos (2013 claims) · Minutes: none○Theranos (2013 claims) · Retail: partial◐Theranos (2013 claims) · Price: full●Theranos (2013 claims) · Accuracy: none○Truvian TruVerusTruvian TruVerus · Drop: none○Truvian TruVerus · Menu: full●Truvian TruVerus · Minutes: full●Truvian TruVerus · Retail: partial◐Truvian TruVerus · Price: partial◐Truvian TruVerus · Accuracy: full●Babson + BD MiniDrawBabson + BD MiniDraw · Drop: full●Babson + BD MiniDraw · Menu: full●Babson + BD MiniDraw · Minutes: partial◐Babson + BD MiniDraw · Retail: full●Babson + BD MiniDraw · Price: full●Babson + BD MiniDraw · Accuracy: full●biosurfit spinitbiosurfit spinit · Drop: full●biosurfit spinit · Menu: partial◐biosurfit spinit · Minutes: full●biosurfit spinit · Retail: partial◐biosurfit spinit · Price: partial◐biosurfit spinit · Accuracy: partial◐Abbott i-STATAbbott i-STAT · Drop: partial◐Abbott i-STAT · Menu: partial◐Abbott i-STAT · Minutes: full●Abbott i-STAT · Retail: partial◐Abbott i-STAT · Price: partial◐Abbott i-STAT · Accuracy: full●Abbott Piccolo XpressAbbott Piccolo Xpress · Drop: partial◐Abbott Piccolo Xpress · Menu: partial◐Abbott Piccolo Xpress · Minutes: full●Abbott Piccolo Xpress · Retail: full●Abbott Piccolo Xpress · Price: partial◐Abbott Piccolo Xpress · Accuracy: full●Roche cobas b 101Roche cobas b 101 · Drop: full●Roche cobas b 101 · Menu: partial◐Roche cobas b 101 · Minutes: full●Roche cobas b 101 · Retail: full●Roche cobas b 101 · Price: partial◐Roche cobas b 101 · Accuracy: full●Genalyte MaverickGenalyte Maverick · Drop: partial◐Genalyte Maverick · Menu: partial◐Genalyte Maverick · Minutes: full●Genalyte Maverick · Retail: partial◐Genalyte Maverick · Price: partial◐Genalyte Maverick · Accuracy: partial◐Boditech ichromaBoditech ichroma · Drop: full●Boditech ichroma · Menu: partial◐Boditech ichroma · Minutes: full●Boditech ichroma · Retail: partial◐Boditech ichroma · Price: partial◐Boditech ichroma · Accuracy: partial◐Sight Diagnostics OLOSight Diagnostics OLO · Drop: full●Sight Diagnostics OLO · Menu: partial◐Sight Diagnostics OLO · Minutes: full●Sight Diagnostics OLO · Retail: partial◐Sight Diagnostics OLO · Price: partial◐Sight Diagnostics OLO · Accuracy: full●PixCell HemoScreenPixCell HemoScreen · Drop: full●PixCell HemoScreen · Menu: partial◐PixCell HemoScreen · Minutes: full●PixCell HemoScreen · Retail: partial◐PixCell HemoScreen · Price: partial◐PixCell HemoScreen · Accuracy: full●Function HealthFunction Health · Drop: none○Function Health · Menu: full●Function Health · Minutes: none○Function Health · Retail: full●Function Health · Price: full●Function Health · Accuracy: full●Thimble Station (target)Thimble Station (target) · Drop: target, not yet built●Thimble Station (target) · Menu: target, not yet built●Thimble Station (target) · Minutes: target, not yet built●Thimble Station (target) · Retail: target, not yet built●Thimble Station (target) · Price: target, not yet built●Thimble Station (target) · Accuracy: target, not yet built●

Scoring rules are in section 1. The full 69-entry scorecard is in section 15.

Show the data as a table
EntryDropMenuMinutesRetailPriceAccuracy
Theranos (2013 claims)partialnonenonepartialfullnone
Truvian TruVerusnonefullfullpartialpartialfull
Babson + BD MiniDrawfullfullpartialfullfullfull
biosurfit spinitfullpartialfullpartialpartialpartial
Abbott i-STATpartialpartialfullpartialpartialfull
Abbott Piccolo Xpresspartialpartialfullfullpartialfull
Roche cobas b 101fullpartialfullfullpartialfull
Genalyte Maverickpartialpartialfullpartialpartialpartial
Boditech ichromafullpartialfullpartialpartialpartial
Sight Diagnostics OLOfullpartialfullpartialpartialfull
PixCell HemoScreenfullpartialfullpartialpartialfull
Function Healthnonefullnonefullfullfull
Thimble Station (target)targettargettargettargettargettarget

Why this could work where others failed

Built against each failure.

Not guaranteed. Unproven until a working instrument meets the legal accuracy limits on fingertip blood.

Company
What happened
What the Station does instead
Theranos
One secret machine for 200-plus tests, then fraud to hide that it ran about 12.
Four proven methods, a menu limited to what passes, and data published before any claim.
LumiraDx
A broad finger-prick platform carried by COVID demand. Raised more than $779 million, then sold off.
Routine everyday tests from day one, lab revenue from 2028, money released in stages.
Sight Diagnostics
A cleared finger-prick blood count that never got the waiver needed for US pharmacies; all staff were laid off in 2026.
The blood count comes bundled with chemistry and immunoassays, starting in urgent care.
Cue Health
One product tied to one pandemic; regulators found unauthorized changes.
A broad routine menu and strict change control from the first hire.
Forward, Walmart Health
The numbers per site did not work.
A placed Station pays for itself in about three months at eight patients a day.

Two numbers decide it: accuracy on fingertip blood for a few hard tests (potassium, CO2, platelets), and patients per Station per day. The plan tests both before raising large money.

Honesty, built in

The opposite of Theranos, in writing.

Ten rules go into the company's bylaws and every investor agreement. Six of them:

Publish before promoting.Every claim backed by public data first.
A lab director who can say stop.Named, board-certified, reporting to an independent quality committee.
Lab experts on the board.At least two, with authority over quality.
Protected whistleblowers.An anonymous channel and no gag on reporting to regulators.
No demo modes.Investors bring blinded samples; the Station runs production software.
Status on every result.Each report says exactly what is cleared and what is not.

The plan

Raised in stages. Released by data.

Stations are placed in urgent care clinics and pharmacies and paid for by the test supplies they use. Our own lab proves the system first.

$0.75MPre-seed, 2027Bench versions of each method, first engineers.
$10MSeed, 2027One integrated working Station, tested against a reference lab.
$40MSeries A, 2028Our own accredited lab, the fingertip study, first FDA filings.
$80MSeries B, 2030Manufacturing and rollout: 400 Stations by 2031.
Projected revenue and operating expenses (base case)
  • Revenue
  • Operating expenses
$0M$20M$40M$60M$80M2027 Revenue: $0.0M2027 Operating expenses: $3.5M20272028 Revenue: $0.1M2028 Operating expenses: $8.5M20282029 Revenue: $1.7M2029 Operating expenses: $16.0M20292030 Revenue: $5.6M2030 Operating expenses: $21.5M20302031 Revenue: $17.7M2031 Operating expenses: $27.5M2031$17.7M2032 Revenue: $41.7M2032 Operating expenses: $32.0M20322033 Revenue: $73.8M2033 Operating expenses: $36.0M2033$73.8M$36.0MEBITDA positive

Projections, not results. Base case: 8 patients per Station per day. Generated from site/model.py.

Show the data as a table
YearRevenue ($M)Operating expenses ($M)EBITDA ($M)Stations at year end
20270.03.5-3.50
20280.18.5-8.50
20291.716.0-15.20
20305.621.5-18.860
203117.727.5-17.4400
203241.732.0-6.6900
203373.836.011.11,600