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ANGLE plc
LON: AGL
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13.87 GBX −1.63 (10.54%)today
25 Apr, 16:30 BST • Disclaimer
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.
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.
Adw198.
"Love how EC has dumped some of his but continue to spam us".
===================================
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.
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.
Wakeyinvestor - The US patent was confirmed in the Proactive interview.
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 day traders opportunity..'pump and dump'...AZ has thousands of suppliers the deal was tiny only £150k and won't last long!