Member Info for Diversified

FDA is certainly not a profit taking event as large corporate partnerships then open up, if they haven’t already. Will be buying every time I can afford to until market cap reaches something approaching a reasonable valuation compared to its peers. This is certainly not this side of £1b and will follow the Nasdaq listing.

Can you imagine what national coverage would do to this.

Less than 120 seconds, now that is hard to ignore, especially taking the current market cap into consideration.

I am lost, what’s down 2P?

Looking at L2 and the book is strengthening

“The project...has reached a stage where manufacture of the new vaccine has begun.”

This will have a use by date that for me further signifies imminent trials.

With current demand for stock at this level I wouldn’t be surprised to see an RNS tomorrow

Already had a speeding ticket, this is open sky

Willingness to take significant stock in one trade, something that hasn’t been the case for most of the day, I have been doing some dummy sells from this morning to test the market.

Fair number of my trades have not been reported from both today and yesterday, from what I have seen and certainly not in real time. I can only assume the same applies on the sell side. But what we do know is that when this shifts it shifts quickly with no explanation that we can ordinarily see in real time, making the above explanation a plausible reason.

Book has just got very strong, expect a strong mover, imminently

With twitter account now making direct reference to Covid test, they seem to be posturing in anticipation of announcement, something they surely wouldn’t do if the results were not looking encouraging.

https://twitter.com/paraytec1/status/1362376316536819720?s=21

Would be one hell of a bullish reversal if it could go blue form here. It’s track record recently suggests that this isn’t an impossible outcome.

Tom - that can only be your decision, trying to judge this from a technical standpoint is impossible imo. Many have tried and failed as it is in a particularly strong uptrend.

P25- it would be interesting to see AGL subject to a tender offer ‘strategic investment’, like foundation medicine was with Roche before the full takeover. To provide the funds required to target many of the other cancer targets in conjunction with Abbott. This would then also allow AGL to continue to make additional partnerships and keep long term investors in the game.

Pretty confident we will see something from Abbot this year, and others.

I think at a time of consolidation, knowing how quickly the market can flip on this one, now is as good a time as any to consider the next 6 months and our AGL investment:

1) FDA De Novo - 150 days from application on the 25th September is up on Monday the 21st Feb. In the event we don’t receive an interactive question reducing delay (Q submission), we would receive a written question which would be subject to a maximum reply period of 180 days and therefore the latest decision date of August.

https://www.fda.gov/medical-devices/premarket-submissions/de-novo-classification-request

2) Labs - Opening in the Uk as of the end of this month beginning of next and in the US at the end of this quarter.

3) Large Pharma contract ‘shortly’ - likely prior to opening of labs and it has been widely touted in the presentations to date as PD-L1. Further news on the PD-L1 assay as a result.

4) Sample to answer - following significant investment will be subject to an RNS and possibly at 501k Fda submission

5) Ovarian Cancer - subject to a 95% sensitivity when competition is only 25% opening a $2b market with the results due Q2 and an assay in place by year end

6) Nasdaq listing - most likely post FDA and will create a re rating similar to that of MXCT

7) Partnerships - need I say more

With a very busy 6 months of key corporate objectives likely to drive the valuation of the company forward it comes as no surprise that AGL has rerated from a low base (Jupiter).

For me, every drop presents an opportunity. GL

I think at a time of consolidation, knowing how quickly the market can flip on this one, now is as good a time as any to consider the next 6 months and our AGL investment:

1) FDA De Novo - 150 days from application on the 25th September is up on Monday the 21st Feb. In the event we don’t receive an interactive question reducing delay (Q submission), we would receive a written question which would be subject to a maximum reply period of 180 days and therefore the latest decision date of August.

https://www.fda.gov/medical-devices/premarket-submissions/de-novo-classification-request

2) Labs - Opening in the Uk as of the end of this month beginning of next and in the US at the end of this quarter.

3) Large Pharma contract ‘shortly’ - likely prior to opening of labs and it has been widely touted in the presentations to date as PD-L1. Further news on the PD-L1 assay as a result.

4) Sample to answer - following significant investment will be subject to an RNS and possibly at 501k Fda submission

5) Ovarian Cancer - subject to a 95% sensitivity when competition is only 25% opening a $2b market with the results due Q2 and an assay in place by year end

6) Nasdaq listing - most likely post FDA and will create a re rating similar to that of MXCT

7) Partnerships - need I say more

With a very busy 6 months of key corporate objectives likely to drive the valuation of the company forward it comes as no surprise that AGL has rerated from a low base (Jupiter).

For me, every drop presents an opportunity. GL

I believe this project has the third lowest breakeven cost and this isn’t going to public vote?

Yes it will affect short term sentiment but they have to get permission and build the mine first.

Just re read that lol. ‘Translating from Spanish forums’.

I have spent considerable time over Thursday and Friday monitoring the performance of BKY in Madrid and actively on their forums.

I found it strange that over the course of the Wednesday to Friday that the volume represented a churn of over 20% of the share register. Yet their was no real direct read across in volume here. To mention that the share price has also risen 20% in that time.

I found that the increase in activity has been driven by the minutes from Wednesdays meeting by the Spanish nuclear safety council that confirmed that construction authorization was discussed and that it was suggested by what I could understand by translating into from the Spanish forums that a further meeting took place this Friday and that we could expect to hear the outcome no later than Friday the 19th Feb.

Definitely activity that hasn’t been picked up by Uk market or Asx.

20% of the total share register has exchanged hands in 2 days in Spain.