The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I also wonder what the benefits or limitations might be of choosing NGS to process these samples. It is clear that after using its own in house molecular system that Angle have to get this right so that the results are beyond dispute
From today's RNS:
Harvested CTCs also have the added advantage in that they can undergo RNA, protein, and morphological analysis, thus combining genotype with phenotype to give a comprehensive biomarker profile. These recent advances in molecular oncology, combined with broad phenotyping including protein expression and analysis of methylation patterns are driving the implementation of precision oncology, with the aim of improving patient care.
AN mentioned in the recent proactive one2one that Angle were looking at the stored samples for prostate and ovarian being tested by third party systems. He mentioned NGS in the same breath so I am wondering if either Illumina or Thermo Fisher will be chosen as the third party platform as both dominate NGS and can be used for molecular analysis. Presumably there would be a cost attached to using either system if Angle do not have them readily installed?
Following on re AvidiMab. If I company were taking a look at it re: suitability at what stage of work would we expect an RNS? Is it possible that some preclinical testing would not require disclosure to the market?
TGTD
To clarify your point; which I take to indicate an excellent route to market…
An accredited lab can use a Parsortix device using a test that they develop and validate. So Angle sell a device and most likely more than one so that the amount of tests carried out are meaningful £🤩$👍€. And they would of course need consumables at £300 a pop.
Oh you tamper you 😅
Well Angle could be accused of diving into many a rabbit hole but this one could lead to wonderland?!
Thanks Thompi for the link. Personally I think it is right on the money and seems to be where Angle are headed.
Look at OBD, POLX, RENE, ANGLE. All need to commercialise! They all have outstanding tests/device but they have to match these to the needs of customers, end users, and patients. No point having a test if it is not useable! So I am afraid that anybody complaining that FDA did not equal instant sales was either unaware of the reality of getting product's, test or devices to market. The common denominator is lack of awareness, knowledge and experience and I am afraid that is the responsibility solely of the investor. So there really is no point blaming the companies...
Truth hurts I am afraid but many will learn for next time.
I would say why quit now when the hard work is pretty much done?
The FDA was indeed a highlight, however looking at the Proactive One2One presentation things have moved on to bring the Parsortix device closer to the end user. We all have an opinion on how close that is, and knowing SK as we do I'd say he would be objective in his analysis as always. I am pretty sure he recognises what has appeared to be a baron period for Angle over the last 18 months was in fact a preparatory period in which the seeds have been sown. Now all we need to do is reap the harvest.
Thinking about a point I made earlier. Checkpoint inhibitors are not suitable or effective for all patients. But, if iSCIB1+ does what is expected then a whole lot more people (than SCIB1 40%) will get the benefit. Now just for perspective this am I have watched a presentation by a CTC capture company and read an RNS on a checkpoint inhibitor test company who would argue that 1. each patients cancer is different 2. each patient is different and 3. each patients tolerance to different drugs is different. In fact these critical questions apply across the board. Fascinating then to see how the SCOPE trial fairs with these three question! In its SCIB1 guise it was indeed, encouraging, promising and exceptional it appears ratcliifewriter. Hopeful for iSCIB1+ but we cannot really hope for 85% ORR can we? Although I have everything crossed!
Jolly,
LTIP triggered at 25.75...
I reckon staff and execs will go for 45p to maximise
Don't forget the delayed action 3 years
Why wouldn't Angle just go for it around 50p? Then they can raise. Far less dilutitive at those levels so not in the slightest concerned old bean!
Sorry Thompi I misunderstood. I was talking about fairly immediate share price movement. I think all four companies will not be receiving a bid until they are further de-risked. I don't see a buy out for any of them for at least 12 to 18 months. My point is that anybody investing could see a good return on investment as the shares in issue are very reasonable and the prospects are good, and these companies have head room to raise.
I would of course encourage anyone reading this to do their own research and make their own decisions