The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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I would expect to see at least another couple of lab contract announcements before mid year.
As far as the lab services business goes it is becoming clear that there are 2 pipelines.
Pipeline 1 : Pharma engages Angle to develop an assay (£150-£250K) -> pharma uses assay in P1/P2 trial (£0.5-£1m)->pharma uses assay in P3 trial (£2-£3m)->pharma uses assay in companion diagnostic (£multi million per annum)
Pipeline 2 : Same as above but skips the assay development step i.e. the pharma uses an assay already developed by Angle.
What matters now is the number of contracts at the start of this pipeline as this will give good visibility into likely future revenue as each project moves through the stages of the pipeline. In the forthcoming results the number for last year are largely irrelevant - what really matters is the insight provided into the growth of the above pipelines and outlook statement. I would hope that by now Angle are able to establish a more accurate view of how many of their 'prospects' will turn into customers.
ANGLE plc
LON: AGL
OverviewFinancialsCompare
13.87 GBX −1.63 (10.54%)today
25 Apr, 16:30 BST • Disclaimer
POP..POP..POP!
No I mean Bye Bye..
Bantham.
EC - i have a bad feeling about this…..
============================
The idea is you buy LOW and then sell HIGH.
It seems to me the sp is low now...............
LOL!
EC - i have a bad feeling about this…..
Bantham.
Very negative you are.
Just bought 10k @ 14.295p.
We know they are having business dealings with both Astrazenica and Eisai Inc.
And they talk to Illumina and Thermo Fisher regularly.
More contracts to come............. it's obvious!
The Force is not so strong with Newland anymore.
IMHO this contract was much more significant than Eisai ( even if for a paltry £150k ).
But the spike was unexciting and the fall back rapid.
Credibility and belief have been lost.
Not a pretty outlook.
Ceo is on Bloomberg
No need to sell very cheap will double ....great time to top up
Watch out for big buys out of hours. Many peeps have sold out on. Loss.
Buyers coming out of the woodwork now..................
Up and down like a yo-yo.
Just make sure you can hold for a while when you buy, just in case! LOL!
No-one knows for sure until the results are out.
The Parsortix machine costs as I understand it $60,000 to $70,000 depending on what model. That is quite a wad.
On 4th Jan Angle announced the "Breakthrough clinical results".
This revelation was this "Combined DNA Next Generation Sequencing of CTCs and ctDNA from the same blood sample highlights potential for the Parsortix system to identify key variants (DNA mutations) ****missed by other approaches**** to help guide treatment decisions". That means it would be in Illumina and Thermo Fishers interests to promote catching and analysing circulating tumour cells. Catching CTC's is what the Parsortix machine does.
So sales of said machines could be a lot better than people think.
Potentially there could be a deal with Illumina, or Thermo fisher to sell the Parsortix machine along side their kit.
Or the machine could be re-badged "Illumina" for instance and sold as an add on.
https://www.lse.co.uk/rns/AGL/breakthrough-clinical-results-b0km788ah9aflqm.html
Loads of possibilities here.
All IMHO.
This is due for a major bounce up and very cheap alot of people see the potential
EC, ADW was not saying he couldn't see the potential (read the post again), but that it was a race against time - hence the need for bigger contracts soon. The alternative is a deeply dilutive raise at around 10p.
Have a look at STG also worth a look big contract win today. I see AGL moving up 20.00+ over the next week
Coming days and next week great time to be in
Any takers?
Adw198.
"Love how EC has dumped some of his but continue to spam us".
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So I sold some @ 17p a share, so what! I was in too deep.
As for spamming. I've only been posting here. The likes of TwoGood2Die post on more than 1 site.
Also, I usually refer to the official RNS's. I don't just post complete rubbish and lies like some do on here.
If you can't see that most if not all the large pharma Co's conducting cancer drug trials involving metastasized cancers are highly likely to want this "Combined DNA Next Generation Sequencing of CTCs and ctDNA from the same blood sample" then I feel sorry for you. Anything that can be measurably affected as a result of a cancer treatment obviously needs measuring. It goes without saying. Totally and utterly obvious!
All IMHO.
@researcher1
That’s a very honest and fair appraisal and one I share.
The major problem we faced on Tuesday is still there now - which is a cash runway until only Q2 25 and uncertainty over whether this years trebling of income (on which that’s based) will come in. I’m expecting poor annual results and managed to get rid of half of mine at 16p yday for a fair result. Hoping for 1 more spike before results to cash out tie rest - was hoping for the US patent RNS to help with that.
Love how EC has dumped some of his but continue to spam us telling us how great the future is with no analysis of why they aren’t announcing material£ contracts. If this had a 2 year runway I’d be all in but alas it remains a race against time.
The information when a cancer has metastasized (spread). What proof do we have that CTC's need to be examined?
1. Eisai Inc. RNS dated 2nd Jan 2024.
https://www.lse.co.uk/rns/AGL/contract-announcement-with-eisai-inc-49aplx5us0gzg6h.html
2. Astrazeneca announcement dated 24th April 2024.
https://www.lse.co.uk/rns/AGL/new-commercial-agreement-with-astrazeneca-edeymgqdtcshqde.html
3. Angle Plc announcement dated 4th Jan 2024 "Breakthrough clinical results".
https://www.lse.co.uk/rns/AGL/breakthrough-clinical-results-b0km788ah9aflqm.html
Waiting the takeover bid!
All IMHO.
Astra Zeneca are now the UK s largest co many as of today.
This is great news for all Parma companies especially Angle
Code 1 printed for the believers. Rns due most probably TR1 on seller