The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Code 1 printed for the believers. Rns due most probably TR1 on seller
I don't think it will be long before they get more contracts from both them AND other massive Plc's in the World. People should not forget that Angle Plc can do business with almost any Company anywhere in the entire WORLD. The World is a big place is it not! As I have said the RNS of 4th Jan "Combined DNA Next Generation Sequencing of CTCs and ctDNA from the same blood sample" I think is going to make Angle Millions. In demonstrating circulating tumour cells (CTC's) when analysed give additional, valuable information over and above that routinely obtained via the standard CtDNA analysis HAS GOT TO GET MORE CONTRACTS. We now know standard CtDNA analysis offered by the likes of Illumina and Thermo Fisher do NOT obtain all the information available about the cancer's status. This makes "Combined DNA Next Generation Sequencing of CTCs and ctDNA from the same blood sample" simply a MUST HAVE................ and Angle offer this service ALREADY. This is going to be TRANSFORMATIONAL for Angle IMHO. Any Company starting a cancer drug trial involving ANY CANCER that has metastasized WILL WANT THIS ADDITIONL INFORMATION. A COMPLETE *****NO BRAINER*****.
I suspect Angle will get overwhelmed with orders........... really.
All IMHO.
Lol. Derampers trying their best to get this down.
From the latest AZ Results........
They're doing a lot of work and research into breast cancer.....AGL's domain.
'US approvals for Tagrisso with the addition of chemotherapy for EGFRm NSCLC (FLAURA2), Enhertu in HER2-positive solid tumours (DESTINY-PanTumor02, DESTINY-Lung01, DESTINY-CRC02) and Ultomiris for NMOSD. US and EU approval for Voydeya as an add-on therapy to Ultomiris or Soliris for PNH with EVH (ALPHA). Japan approval for Truqap plus Faslodex in unresectable or recurrent PIK3CA-, AKT1-, or PTEN-altered HR-positive, HER2-negative breast cancer (CAPItello-291).
‒ Datopotamab deruxtecan BLAs accepted in the US for non-squamous NSCLC (TROPION-Lung01) and HR-positive, HER2-negative breast cancer (TROPION-Breast01)
AZ have not asked for this assay to be developed for no reason. Once it is developed we should then quickly see further contract(s) in relation to the use of the assay in one or more trials - this is where the contract value becomes £1milllion+. We should also see the same following the development of the assay for Eisai. Note also that these assays can also be used in contracts with other pharma.
We only need a handful of Phase 2 trials to be signed up to see a major uplift in the lab services revenue in 2025 (could easily exceed £6-8m) and this should multiply again in 2026 as other pharma follow suit. Add on the growing product sales, HER2 with Bioview etc and it is easy to see that we are beginning the hockey stick revenue growth (which will lead to re-rating of the stock).
I don't like agreeing with resident pessimist TGTD but the size of the contract is paltry when AZ have cash to burn and might easily have been more generous/encouraging. It hardly pays for the RNS service. Despite the good news I sense AN is floundering, so I sold half current holding at 16 at a £6K loss yesterday. I'm grateful to Angle and Newland's hype for the my new pied à terre, but am not putting more money in until he gets a contract of decent value.
Bit of an aside but if the granting of the patent was deemed price sensitive ie released through an RNS, how was he able to confirm the US one on the interview?
Mms taking shares on the cheap and selling at premium
The significance of the announcement on 4th Jan simply *****will NOT be ignored***** by the industry.
Let's assume your Company wants to carry out a drug trial using your Companies new promising cancer drug.
The drug is for use sometimes after the cancer has spread (metastasized). That means circulating tumour cells (CTC's) are present in the blood. Angles's Parsortix machine can "catch" these cells intact and indeed 99% of the time are STILL ALIVE for analysis. Angle Plc's RNS of 4th Jan has found that when comparing the CtDna results (of DNA fragments in blood) to exactly the same analysis of ***circulating tumour cells (CTC's)*** there are remarkable unexpected differences giving further clues as to the status of the cancer during treatment. Do you:-
A) Want to obtain this information during your very expensive drug trial to find out this information.
B) Ignore this additional expense to get the additional information and pray it is not that important because if it is your Company will have lost the opportunity and indeed you might get sacked for being totally incompetent.
https://www.lse.co.uk/rns/AGL/breakthrough-clinical-results-b0km788ah9aflqm.html
All IMHO.
AstraZeneca deal is just the beginning, 2024 will be good year for Angle.
Target price increased shows significance of the deal
IMHO
Wakeyinvestor - The US patent was confirmed in the Proactive interview.
About to go positive I fear!
15p/16p now.
LOL!!!!
Nice buys coming in now after the initial sell off from traders closing their positions
To me there are 3 things that are really important here. First and second we know they are talking to both Eisai In. (a top 100 Japanese Company AND now Astrazeneca (Top 100 UK Plc). Then to me the announcement of 4th January. Why? Because ANY Company doing a drug trial involving a metastasized cancer SIMPLY MUST AS THAT RNS says carry out "Combined DNA Next Generation Sequencing of CTCs and ctDNA from the same blood sample". See:-
https://www.lse.co.uk/rns/AGL/breakthrough-clinical-results-b0km788ah9aflqm.html
Failure to do an analysis on both the CtDNA and CTC's (Circulating tumour cells) after AGL's RNS explaining the additional important information they found is NOT AN OPTION. It would be a complete *****dereliction of duty!*****
When the first contract lands for this service the £1.60 spike on FDA approval might again be reached!!!!
All IMHO.
MMs making buys below mid price
Do dummy sells and buys
always DYOR
TwoGoodToDie, lol, I want to buy some cheap shares too and also missed out before yesterday’s news. I initially thought £150,000 over 6 months was feeble but the Proactive interview with Andrew Newland provided context and reminded us of 3 other RNSs of great news in 2024 so far. While a SP target of 70p is probably presently unrealistic due to the state of the AIM market it seems this share’s SP has been at or around the bottom of its range, until yesterday that is. I expect it to rise into the 20’s especially when the US patent position is confirmed alongside the EU patent.
Another will probably be along shortly…
Brokers rating 70. Follow the money
Another day traders opportunity..'pump and dump'...AZ has thousands of suppliers the deal was tiny only £150k and won't last long!
Should be well above the current sp
Broker sp target 70p which is sensible
30p target for end of week
Always DYOR
Not Investment Advice
Barno61
"A solid broker rating of 70p which sounds sensible and achievable.".
==============================
I have hardly ever called a brokers "sp target" low.
IMHO 70p now is, ebnen with the sp @ 15.5p.
Illumina, or Thermo Fisher, or another Company *** IN THE ENTIRE WORLD *** is going to realise they need live, intact circulating tumour cells to test............................................ as have EISAI INC. (top 100 Japanese Co. and now AstraZeneca) then IMHO that is LOW. The Parsortix device delivers (99% of the time) "Live" intact circulating tumour cells to test.........................................SIMPLES!!!
And the sp is not even back to 18p. BEYOND ridiculous IMHO!!!!!!!!
All IMHO.
A solid broker rating of 70p which sounds sensible and achievable.
Buy printed 434425. For £67.83k
24-Apr-24 16:32:43 15.61439 434,425 67.83k
Buy printed 434425. For £67.83
24-Apr-24 16:32:43 15.61439 434,425 67.83k