Member Info for Diversified

Thanks for link. To many are treating this, and holding this back on the basis of thinking it’s all about the FDA decision.

It’s game on now. Undervalued at these levels.

In anticipation of higher future prices. Analysts present on the webcast would find it hard to not be excited by companies prospects.

P25, the trades at 103.5p were all buys were they not? My dummy sells at the time weren’t at 103.5p, those purchases contributed towards the bounce.

Exactly P - like many other companies in the US, AGL are able to establish a significant revenue base without an FDA approval. Only that FDA would double the market opportunity and accelerate partner discussions across a broader range of cancer targets.

Only thing to do now is sit on my hands and add when I can afford to as this is one hell of a company in the making backed up with solid fundamentals.

If Stifel are presenting a market opportunity to buy at lower prices, let them crack on as it won’t last forever, and in the meantime allows for a lower/higher average.

As expected this was a fantastic presentation which only goes on to highlight the companies belief that they can one day compete with the multibillion valuation of its peers. My opinion is that this is a lot closer than the UK market is currently giving it credit for.

With a magnitude of talks taking place across the board for both new Pharma contracts and collaboration partnerships, this is only going in one direction.

RSI has cooled off. This very much had the feel of a margin call, why else would you dump stock so aggressively on the prelims when such great info is coming out and webcast adds more color.

My strategy for 2021 and AGL is now to hold 100% of my position through the FDA decision. I feel that with the Pharma services and future Clea lab assays such as the Ovarian test opening up, that I can comfortably hold this stock through this pivotal decision. In my opinion the present price/market cap would be more than justified by positive verification results from the Ovarian study, as it opens up another billion dollar plus opportunity.

To see continued success with the Pharma Sevices division, securing further contracts only adds to the now derisked proposition.

I would argue that in 12 months from now, even if the FDA decision goes against us, it would be reasonable to assume that all other things considered, the share price would be at least equal to what it is today. Unless of course you see no future in the Ovarian and PD-L1 market opportunities.

To then see the assumed and likely fda approval, well effectively I believe you can currently hold that upside for free depending on your investment time horizon.

This is not a boom or bust stock anymore, thus the re-rating and likely continued move higher over time.

Something can be said for a continued accumulation of stock without a TR1, but in general I think it’s more likely that this has the attention of a growing number of high net worth individuals.

It’s impossible to ignore the multiple multi billion dollar opportunities that are opening up.

This won’t require FDA approval, this is the verification study prior to distribution within the CLR lab. With the lab being validated by year end in conjunction with this ready for immediate distribution.

$2b market then dominated with AGL’s 95%+ sensitivity assay when nearest competition is 25/30%. Game changer.

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.