Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Just look at its peers that are only able to analyze ctDNA. Now look at RNA and protein opening up a $140b opportunity between peers and the relative forthcoming FDA approval that allows access to this large Pharma industry.
Something needs to catch up to a sensible valuation and it’s only likely to be AGL given its current and upcoming commercial progress.
Sounds like a pump but do your solid research which would take a minimum of a week and the potential is huge.
Yea
Think of the loss of earnings that could have been in place during the creation of an alternative alone.
The liquid biopsy sector is full of the big boys given the market opportunities ahead.
Which ever way you look at it, AGL are a sitting duck
I would say that given possible patent infringement, length of time to prove the concept whilst losing market share to the first mover, having the infrastructure in place and key opinion leading papers. It would be far easier to just buy out AGL.
That’s quite a detailed response and I appreciate your time. I would perhaps agree that TA and more specifically RSI can work well in some specific cases, but not necessarily all.
For me and I think you noted with your longer term view on the stock, that perhaps this is not for trading given the upcoming newsflow. In the same way that we would know if an oil well has been spud and that we can expect a result, we do not know what that result could be. In the same way we don’t know what the FDA result will be and/or what new corporate activity we can expect and when. Therefore the requirement to take that longer term view and consider the probability of success, as you would the Cos of a well is what delivers alternative returns depending on your investment strategy.
This is a market of opinions and each to their own, your approach with RSI works well for you. For me, unless your a cultured/experienced investor, over trading can kill your returns. GL to those that try to time this one with any degree of success.
Wyn, I assume the RSI is not the only indicator you use?
RSI from 38p to 96p was overbought at 49p on the last run so you would of missed out on significant gains had you of only used this indicator.
No indicator for fundamentals, so when using TA what else do you use to not miss out? I like the fact that the traders are here as they provide liquidity, so this is purely a TA question.
No GL your just chatting s*it
That’s very interesting to know, they are buying percentages of the business. Should be interesting to see a holding RNS.
Last participated in a significant trade on the 20th January and declared as Morgan Stanley on the 26th January.
Of particular interest is the considerable and growing American institutional shareholder base. Also present in February, Stifel investment bank bought just about all you could throw at it, off the book.
If anything the most recent contract was not about the monetary value but the external validation of the Pharma services business and its ability to grow a sustainable market share in a multi billion revenue market. This could be achieved via multiple channels such as PD-L1 or the Ovarian cancer assay in time, all outside of FDA approval requirements, this is NOT a binary bet as previously considered by most.
Valuation and the metrics behind the approval process are often misunderstood by the UK market thus why the massive discrepancy in valuation between the UK and US. This third party validation now blows open the doors to a Nasdaq listing. This could come pre or post FDA and the company will want to maximize the market valuation prior to this to reduce future dilution.
Looking at what happened to the share price performance of MXCT, I expect similar here.
I understand the need to consider the RSI and it’s very evident that like before traders will come and go, but many have admitted it would of paid to just sit on their hands.
So much more to the story and the AGL telegram is a great platform to discuss in detail and for all to learn, myself included.
P25, massive point to make and something that really emphasizes the shear scale of potential, on a global scale that figure obviously increases further.
Then taken into consideration the multiple tests available:
- Enumeration of epithelial and mesenchymal CTC
- PD-L1 analysis of CTC
- Multiplex gene expression profiling of CTC
And then the custom CTC assays such as HER which will offer a major inflection point alongside the likes of Abbott following FDA.
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Commercial progress and the first of many no doubt. We have a significant revenue generating opportunity here. Fantastic.
I found the webcast that followed the last prelims extremely useful and one of the best webcasts I have listened to by the company to date. Of particular use was the analyst Q&A at the end which contained some really important questions, primarily the commercial questions that would assist valuation.
If they were aware of the outcome at this point the market would of bent their arm into a price sensitive RNS at this point, it either flows or it doesn’t, and if it doesn’t then that would of been reported in conjunction with today’s RNS. To what rate is the average flow, now that can be stringed out in accordance with their 2 week testing plan which was communicated to the market last year.
Still looking good imo, especially when all these specialists cost money.
Serious bottleneck of news building for 2021
FDA application submission ?
Global launch of labs ?
AIR submission
PD-L1 assay
Pharma services contract(s)
Sample to answer upgrade
Ovarian Cancer results
FDA approval
Collaboration(s)
Clear lab Validation
Ovarian Assay
Nasdaq listing
Just wait for the crowd to arrive. Sleeping giant.
Communication from the company to date implies UK lab is on track for Q1 as per previous guidance. US lab Q2.
It would be transformational and a further endorsement of the mind blowing potential of this company. Other companies name checked and worth keeping an eye on in addition to the Abbott HER2 partnership would be:
‘The investigation of PDL1 is a key target for leading immunotherapy drugs such as Pembrolizumab (also known as Keytruda from Merck), Nivolumab (also known as Opdivo from BMS), Durvalumab (also known as Imfinzi from AstraZeneca) and Atezolizumab (also known as Tecentriq from Roche). As of September 2019, there were 2,975 active drug trials targeting PDL1 (and the receptor to which it binds, PD1), planning to recruit over 500,000 patients. Thus, there is a need for an effective biomarker strategy to identify responding patients (Source: https://www.nature.com/articles/d41573-019-00182-w), which we believe the Parsortix system is now capable of meeting.’
Anyone of which would confirm the corporate adoption of Parsortix as a major player.
https://oncologypro.esmo.org/meeting-resources/european-lung-cancer-virtual-congress-2021/studying-tumour-heterogeneity-of-primary-non-small-cell-lung-cancer-in-humans-and-mice-pdx
As an extension to the link you kindly provided it is clear to see that this is related to the following RNS:
https://uk.advfn.com/stock-market/london/angle-AGL/share-news/Angle-PLC-LUNG-CANCER-STUDY-USES-ANGLES-PARSORTIX/79684162
Interestingly as Astrazeneca, referred to as a leading customer in the RNS makes reference to the the inclusion of ctDNA, it is reasonable to assume that in addition to Parsortix being the only CTC platform being used in this study that an ongoing partnership between AZN and Guardant Health could be the other system for the purpose of ctDNA:
https://www.globenewswire.com/news-release/2018/12/13/1666887/0/en/Guardant-Health-Partners-with-AstraZeneca-to-Develop-Blood-Based-Companion-Diagnostic-Tests-for-Tagrisso-and-Imfinzi.html
Under the terms of this deal GH went on to see a material move in its share price rising from $35 to $97 at its peak and we can all see what has happened since. Not bad for a multi billion dollar company which is unable to offer protein and RNA analysis like AGL, but the exact reason why Parsortix is a useful companion for these major companies.
We then consider AGL latest RNS concerning AZN:
https://uk.advfn.com/stock-market/london/angle-AGL/share-news/Angle-PLC-Parsortix-Dynamic-assessment-of-patient/84266695
And more specifically AZN's drug Tagrisso which is otherwise a culmination and report on all of the above. What this e-poster and coverage will promise to do is further enhance the Parsortix reputation and help build important new business relationships.
In my opinion a deal similar to that of Guardant Health deal in 2018 is more than possible and is perhaps the large Pharma contract that AN recently referred to being announced shortly in a recent presentation.
This isn’t aimed at anyone in particular.
For those that have taken the time to contact the company you would know that current balance sheet takes them to mid 2022 with ability to extend this by reducing discretionary spend. Any doubts, it’s worth contacting company as some will try to use this to their advantage short term to try to manipulate stock.
It is my opinion that next raise will coincide with Nasdaq listing which in turn is dependent on to
I think of FDA decision. This will reduce any dilution but also allow access to deep pool funding.
https://twitter.com/colebrooke1/status/1372093754665009153?s=21
Expecting a continuation of a very strong move.