Member Info for Bermudashorts

write-up

.......and good write-ip "The shares are 17�p and deserve to be far higher." http://www.dailymail.co.uk/money/investing/article-5096249/MIDAS-TIPS-Amryt-Pharma-s-remedies-save-lives.html

Yes, really good to see the Chairman buying and a decent amount rather than the token 5k or 10k that you so often see.

yep "The Company's unaudited trading performance in the year to 31 October 2017 has been significantly ahead of the same period in 2016 and is broadly in line with expectations with the result for the year expected to be more than double the same period last year." Good stuff.

'

Distribution agreement signed with Saudi pharma for Lojuxta and AP101. I believe the cost of treatment with Lojuxta runs at about �200k per annum and the Company estimates that there are approx. 150 patients with HoFH in Saudi Arabia. Of course there will be royalties to pay, but there is potential for significant revenue from this agreement. https://investegate.co.uk/amryt-pharma-plc--amyt-/rns/distribution-agreement-signed-in-saudi-arabia/201711130700032393W/

Interesting press release from M D Anderson today (link below). "A study revealing a connection between circulating tumor cells (CTCs) and relapse in stage IV melanoma patients points to liquid biopsy as a potential predictor of patients at high risk for disease progression" I have no idea whether they used Parsortix for this particular study, although they certainly have in the past. Also of course, they will be Angle's lead study centre for the forthcoming breast cancer clinical trial. It's actually not really important whether they used Parsortix or not, the fact that they have found a correlation between presence of CTC's and the chances melanoma relapse is significant. At the moment, there is no standard of care adjuvant treatment for melanoma - choice consists of Interferon (very marginal efficacy and side effects) and Yervoy, a checkpoint inhibitor costing over $120,000 for a course of treatment and again with sometimes severe side effects. It's a tough decision for a doctor whether or not to treat and if so with what. The decision would no doubt be so much easier with a reliable method of predicting the patients most likely to relapse. https://www.mdanderson.org/newsroom/2017/11/circulating-tumor-cells-associated-with-relapse-in-late-stage-melanoma-patients.html

Yes, exactly what was needed:- 1) A completely clean start with over �13.6m cash sitting in the bank and no liabilities whatsoever. Sufficient cash to fully fund the forthcoming Porcupine Inhibitor trial and take the Company into 2019. 2) A safe pair of hands, Iain Ross taking the helm and an experienced CFO, Dominic Jackson brought in as well as non-exec director, Peter Presland, also with a finance background who will chair Audit Committee 3) CEO, Neil Murray and both previous members of Audit Committee, Norman Molyneux and David Lawrence have now departed. 4) Headcount reduced to much more reasonable levels - 38. Back in 2015 it was around 150! Unsustainable for a pre-revenue biotech. 5) Great news that RXC004 is all ready to go and phase I/II will commence Q1 2018, also good to see short timelines to initial results in H2 2018. 6) Big disappointment to see closure of antibiotic research unit and termination of CARB-X grant. Expect to see some value in selling off of IP within that unit. Finally, absolutely astonishing that Liverpool Council refused to accept full repayment of the loan (plus interest) and refused to meet Iain Ross to resolve the matter. The whole episode makes for very sorry reading which reflects very poorly on both previous BOD and Liverpool Council. The Company have the chance for a fresh, clean start and let's hope they can now capitalise on the pipeline.

A total of 4 TR1's now with notifications of major holdings - either existing funds significantly increasing their position or new institutions buying in. These 4 RNS's alone account for over 20% of the Company, a real sign of confidence - good stuff.

Thank goodness. Statement and letter from the Company regarding ongoing strategy will be key now.

"LONDON (Alliance News) - Dermot Keane has become has the second largest shareholder in Angle PLC after taking a 7.29% stake last Thursday. " "The transaction came days after Angle said researchers at the Centre for Women's Health in Tuebingen, Germany, had reported a successful establishment of a protocol for detecting cancer cells using the company's Parsortix system." https://www.morningstar.co.uk/uk/news/AN_1509630695766799700/angles-new-major-shareholder-takes-stake-to-leapfrog-founder-newland-(alliss).aspx

Thanks very much for taking the time and trouble to post. Excellent and comprehensive feedback and much appreciated. Do you post on ADVFN and if so have you copied your post over there?

Article published today by Labiotech "Detecting Cancer Early: A Review of Liquid Biopsies" Good coverage for AGL. https://labiotech.eu/liquid-biopsies-cancer-detection-review/

Would be interested in how many players in the field you came up with. As far as I'm aware, there are very few companies developing microfluidic CTC liquid biopsies that don't use antibodies for enrichment. In fact, I believe that the Parsortix system will be the first ever epitope-independent CTC liquid biopsy to secure FDA approval (if successful with breast cancer trials). I can understand that if you have been invested for years, it must have been a long and frustrating journey but I would argue that there has already been a definite move towards commercialisation. The Qiagen deal is a significant and major step IMO. https://www.mddionline.com/qiagen-partners-cell-diagnostics-company

Not sure what your issue is with my 8.29 - it's the best possible news you could get at this stage.

https://investegate.co.uk/redx-pharma-plc--redx-/rns/update-on-application-to-the-high-court/201710270800028071U/ Excellent news.

Yep, big day for Redx today. Hopefully case won't be adjourned and Redx will shortly resume trading.

Interview with Andrew Mackie here:- https://www.goinpharma.com/en/new-antibiotic-therapies-what-future/ Link to more detailed presentation of Peprostat clinical trial results here:- http://www.ergomedplc.com/investor-relations/reports-presentations/

Nice write up here from Labiotech https://labiotech.eu/ergomed-peprostat-surgery/

It's not a stage, it's an ongoing process that hopefully will continue long after Angle have FDA approval and the sales are pouring in. Although it's astonishing that the Parsortix system can capture that whole, live, undamaged one in a billion tumour cell from the bloodstream (now also bone marrow), that alone won't guarantee earnings. The key to success here is what clinicians and researchers can do with that cell. The information it provides has to be relatively easy to obtain and useful. The more uses it has the more sales Angle will make. The research being carried out by these top academics is helping to define the market for Angle, working at the cutting edge of science to establish clinical uses for CTC's.