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I found this information of great benefit to understand the de novo process better than I otherwise would of.

While it’s case specific I think it’s true to say that in vitro products would have a higher urgency within the approval process and in line with Trump and now Biden’s policy to reduce the red tape and speed up cancer related processes if anything it goes to show the Q2 approval, even with a delay is more likely than not.

Thanks Dibs.

Imo, a rising share price in anticipation is highly probable and as we can see is currently taking place. We have seen the likes of STX and POLX rise in anticipation of approvals and an important consideration here is the shear size of the $130b liquid biopsy market opportunity. In my opinion a share price leading up to approval of 100/150P is highly probable and for the company who are obviously in pursuit of a Nasdaq listing will do everything it can to re-rate the market cap in anticipation of this listing so as to minimize future dilution.

Very exciting times.

My final point on the subject in response to likelihood of FDA approval and will the share price go up if they don’t get approval, REALLY, Common!?!

Nothing is ever guaranteed but AGL have taken various steps over the last several years to increase the probability of success. In addition to many peer reviewed papers and leading cancer centers throughout the world using Parsortix to study future improvements in cancer diagnostics/treatments. AGL have also carried out a Q submission so as to address a majority of the forthcoming questions up front so as to minimize any significant delay.

Following submission of the FDA application on the 25th September and confirmation that it was accepted on the 20th October. Subject to the De novo 150 day targeted response that will be haunted subject to further questions, AGL have done all they can to derisk the process and in my opinion stand a very high chance of approval, thus the reason for my investment as a shareholder.

Not only will AGL see a significant increase in its revenue through ongoing cancer trials using it as an alternative or in addition to cellsearch, it is extremely telling that Madeline Repollet joined ANGLE in 2020 as the Head of Clinical Laboratories. This is extremely telling as she co-developed cellsearch, make of that what you will.

GL.

RD - just to put into perspective the potential upside for the likes of Abbott and it’s HER2 diagnostic tool. With a current cost of $350/400, to use AGL’s tool as a companion they expect to achieve $3.5k to $4k per patient, a ten times uplift to the current target revenue profile of Abbott for this test. This will require a further study and will form part of an upcoming deal between both parties which is also likely to command some sort of upfront payment.

With the likes of Abbott seeing a threat to some of its future revenue lines from the likes of Guardant health, Abbott and many of its competitors have no choice but to act to retain its current commanding position. This is probably why Abbott asked for exclusivity, but that will come at a considerable cost.

Detection of high risk groups and therapy selections represent an $8b annual revenue current focus. Medium term they will access treatment and remission treatment in a $75b annual revenue target segment. We then have the long term target of early screening for cancer worth an additional $50b. As most will know, this will be progressively targeted and will rely on the normal post approval FDA ramp up to significant revenues as a market share.

To put this into perspective Grail is to be bought for $8b and has no revenue and we have many other examples such as Burning rock biotech worth over $3b with Q3 revenue of only $18m.

I have to remind myself of the fact that the likes of PWC foresee a buoyant diagnostic sector ripe for deals and takeovers. We will have many companies looking to replace Covid diagnostics revenue that will start to dwindle over time, with significant cash reserves available to replace it with a hot diagnostic like liquid biopsy.

https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-quarterly-deals-insights.html

As a companion diagnostic and currently in dialogue with several potential partners, we have a bottleneck of news that will help rerate the share price over time. To consider a valuation anywhere near close to its multi billion dollar peers is hard to comprehend, but with a Nasdaq listing in the pipeline, you better start believing.

Many are referring to the broker note of 150p, but as I read the post it infers that this is after FDA approval, when in fact the 150p target is as of now with no further developments expected that would otherwise serve to increase that target further.

- FDA approval
- Partnerships
- Etc

This has an awful long way to run yet and still presents absolute value imo. You can spend an awful long time researching this and the story just seems to get better.

Naturally this increasing share price will attract traders that you can see a mile off, but they will have no impact on the ultimate story and share price projection as I see it.

Lol, my bad ‘nasdaq’

It was telling when he said that AGL was CURRENTLY listed on aim with emphasis on currently, an RNS stating an intention to list on aim is inevitable.

They are also in several discussions with collab partners which was also very telling and for me two of the key highlights of yesterday’s presentation.

also interesting to note that from 16:00 yesterday the views on YouTube have gone from 140 to 390, 60 of which were clocked from midnight to now. It’s definitely gaining US traction Imo

A combination of Jupiter exiting and respective UK based funds not being appropriately positioned/targeted to appropriately value emerging biotech/diagnostic/Pharma companies has presented us with a fantastic opportunity.

Just look at SLN market cap and what happened to a hot sector and pending Nasdaq listing and they are nowhere near FDA approval.

Nasdaq listing is quite obviously more of an immediate focus given the favorable market conditions.

With today’s presentation having a larger emphasis on US investors and our two largest investors also coming from the US, you can see how these forums in addition to next weeks Proactive one2one webcast is aimed at increasing shareholder awareness and thus valuation. We might also get an RNS in the near term to further assist with the rerating. We have a serious bottleneck of news building.

When guardant health sees its market cap eclipse $15b dollars today following a broker target some 33% higher than today’s current price. We know that the likes of Abbot and Merck are having to act so as to preserve market share from the threat of an emerging company like $GH.

Like you have pointed out, at £117m market cap, given the $130b annual market potential and when comparing to its peers or other relevant companies that have been taken over for $2.5b+ over the last few years, the potential for a rerate is imminent in my view.

This may explain the late movement in the share price on Thursday, it’s very interesting to see the key advantages of Parsortix over cell search and that it’s several years ahead of its competition which is yet to enter human trials.

I found of particular interest cell sizes dependent on cancer type (breast, prostate), and the benefit of carrying out the study using a more suitable size cassette to allow for the larger CTC size.

It’s just another massive tick in the box, with a new enhanced Parsortix system to be revealed and and in vitro de novo applications taking an average of 215 days from application during 2018/19, things are getting very exciting.

Agl daily increases are going very much under the radar. So many strong performing stocks recently, especially in the resource/renewable/Bitcoin sectors causing the market to look elsewhere, oblivious to the potential here.

It will take a significant one day move for this to be the case and to initiate new investors to dig a little deeper into the sheer scale of opportunity ahead that will give this the rerating it deserves.

Looked more like a PI dumping to chase a new target with the proceeds. We still have good demand for stock

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joinchat/
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Might work - delete gaps

t.me/
joinchat/
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Might work - delete gaps

Also gaining significant traction on the telegram group with over 200 members and lots of good discussion.

Very excited for this year!

After 21 years of investing (started when I was 13) have I ever discovered a company with such potential upside.

I have always been very aware of AGL and watched the stock price ebb and flow and I now hope to have got involved at what appears to be the business end of proceedings.

I have considered share price behavior prior to FDA approval for companies such as Polx and Stx, looking at market cap compared to the size of the target market that they are to tackle in the event of approval ($2/4b). But when I compare the respective target market and competition against Agl’s $130b target market and its multiple routes/lines to revenue generation the mind boggles.

I only have to look to Agl’s peers and M&A within the industry to realize the true potential here, and for me I will now sit on my hands and watch this company turn into a multi-billion pound company. Not only am I expecting this to list on the Nasdaq but become a FTSE 100 company in time.

Between now and the 25th February, going into mid year I expect the Euphoria around the potential to reach new highs, with a bottleneck of news building on multiple fronts. 100/200p prior to approval given the time the company took to minimize risk going into approval, is by no means unrealistic. If it wasn’t for the relative small pool of investors this side of the pond, if this was listed on Nasdaq, I’m prettying sure the share price would already be many multiples of today’s price.

Happy new year.

All these 47p trades are buys, they are flooding in. Now only a matter of time before it goes on another leg up imo!

I believe it’s a possibility given the potential vulnerability of the project and share structure. Having said that it’s only a possibility and the company to date hasn’t communicated the project as if it’s a short term horizon to exit.

Valuation remains compelling regardless in the medium term.

Why?