focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I will look into it, thanks
Oh I love that, I need to work towards one of those
Hi P25, How did you find that out? It’s not clear from L2 or am I missing something?
Ability to buy for less then you can sell for right now, once that supply has gone this could rise fast
At 93.1, they are filling a large order still imo. Increasingly bullish sign
Not only is their and otc listing but the accounting period has been changed to suit U.S. reporting schedules. PWC may also be a sign.
They will pull the trigger this year imo
22nd Feb is 150 days
One product company?
Lab services - not subject to FDA approval
Pharma assays - multi billion dollar opportunities
Research based revenue - high single digit
Parsortix cassette - product sales
They all come back to the parsortix cassette but their are opportunities over and above FDA approval.
While FDA is a catalyst to HIGHER revenue, AGL are not a binary bet.
Show me a company that has been sold off on FDA approval with a similar market cap?
100% it’s not without risk, but that why the returns ahead can be so high. Thus risk v reward
Mxct has £30m revenue odd, and is valued at over £700m. Fantastic company valued on forward earnings potential.
My point being that their are liquid biopsy business's worth billions without revenue and/or minimal revue and that £196m market cap doesn’t reflect the forward revenue potential over the next 2/4 years that other companies market caps are factoring in.
Our Nasdaq listing should close this gap, but then I’m just a shareholder who hasn’t banked profits yet and I could still be wrong.
Foundation medicine was taken out for over 2 billion to, just to name one that has been subject to M&A, early stage at point of transaction.
Diagnostic companies are keen to replace Covid revenue with the large profits generated, my opinion, one of those areas will be liquid biopsy.
Well done on your profits moonP.
To add that many would of sold and traded AVCT from 10p and NCYT from 15p to name but a few multi baggers.
While it takes guts to hold onto paper profits, their is nothing wrong in banking a profit.
We are seeing again today, serious 10/15/20/30k chunks being bought at 91/92p. These shareholders will have higher targets than those at 40p, it’s all part of the process.
Exciting times, and let’s hope patience is rewarded
Guardant health - $16b
Exact sciences - $25b
Illumina - $65b
Natera inc - $10b
Labcorp - $22b
This is just a few of our peers market caps, none of which have the capacity or are approaching FDA approval to harvest live ctc cells for RNA and protein expression.
This is a $140b p.a US opportunity only. I won’t list all the near term catalysts today as I posted them yesterday and the vast majority are aware of the near term multi billion dollar opportunities that lie ahead.
FDA approval worth 20/30% from today’s £196m market cap. If that’s the case I sell all my worldly possessions and I’m all in.
If AGL achieve all that it intends to over the next 12 months, this becomes a billion pound plus company imo.
I don’t think the ‘large Pharma contract’ will be to far away. With the UK labs to open in the next few weeks, nothing like marking an official opening date with a contract. I believe the timing of today’s announcement is fitting with the expected rollout.
Press launch audio webcast
For me, still one of the best webcasts in the last 12 months. October interims:
https://webcast.openbriefing.com/angle/
Remember the last webinar with proactive 2 weeks ago, it was reasonable to conclude that no questions had been asked to date.
On the 21st feb, 10 trading days, 150 days is up.
Given the number of peer reviewed papers proving its concept and value, I.e. the leading cancer centers globally, the probability is extremely low.
With the same FDA members evaluating Parsortix from inception 5 years ago, I think they would simply just have to answer further questions. With the primary end point from the clinical trials passed, also set up at the request of the FDA its not I matter of if but when.
Worst case, we have a business in lab services and assays that will soon more than justify today’s market cap alone, and some.
Diagnostics is very different to therapeutics in terms of risk, with all in-vitro applications since 2018 being approved.
Large Pharma Pd-l1 contract next as suggested by last webinar with proactive. That’s the commercial revenue generating RNS we all want it be part of.
No doubt we are at the business end of several years of hard work by the company:
- Lab services contracts
- Assay tests within new UK/US labs
- Sample to answer Parsortix upgrade
- Ovarian Cancer trial and then assay by year end
- FDA De Novo approval
- Several Partnership discussion in train
- Nasdaq listing
- Continued peer review publications
What a year to come, what massive catalysts this company has to look forward to. Then considering the multiple multi billion opportunities that this presents, it comes as no surprise that liquid biopsy companies have raised $5b in the last 2 years, been subject to M&A multi billion activity and its peers are worth upwards of $2b and arguably are less advanced than AGL.
Mind blowing potential, and the RNS’s will open up the eyes of the market.
All for £184m, with a rise from a low base as a result of a Jupiter dump, many will overlook an incredible opportunity. My opinion, the fun hasn’t even started yet.
The most recent estimated market size of $130b annually only accounts for 1/3rd of global opportunity.
Would be happy with 1% of this opportunity, let alone more.
At what point do we think the market will wake up to the idea that Parsortix is not just about FDA approval?
With the lab services soon to open which can generate multi million revenue, then moving onto the assays which have sensitivity and specificity 3x higher than the competitions, or in some instances meeting unmet needs, becoming a business in its own right. After all the assays are billion dollar opportunities.
An RNS should open the markets eyes to the true potential rerating to unfold.