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Davey50.
Whoever sold the 450,000 will regret it I think.
The Bioview / Angle partnership to market a system that will enable medics to find out the HER2 status of a persons cancer from a simple standard blood test CANNOT BE IGNORED! This information is key to selecting the patients that the Immunotherapy drug targeting HER2 positive patients will work on! Massive savings finding out which ones it will NOT work on of course....... Just a matter of time before we get the RNS to confirm the product launch, or to confirm the other pharma partner they may do a deal with.......... Massive potential for AGL............... MASSIVE!
All IMHO.
Bar none once launched as far as I am aware. It took 6 years for AGL to get their FDA authorisation............
Two very recent examples involving Astrazeneca where HER2 status is key:-
https://www.lse.co.uk/rns/AZN/fda-accepts-dato-dxd-bla-for-breast-cancer-6gb18korpqpp8bb.html
https://www.lse.co.uk/rns/AZN/enhertu-approved-in-us-for-her2-solid-tumours-d992ucbs0xpl3ik.html
All IMHOl
Highly likely to be a massive winner once launched. We had an update Monday:
https://www.lse.co.uk/rns/AGL/parsortix-her2-assay-showcased-at-aacr-2024-4k393y7ivsvtwno.html
Don't forget Bioview invested £1.2 million of their own cash to develop this which would leverage BOTH Companies FDA accreditation which means the machines are allowed to be used in the USA. The ONLY one ????????????
Immunotherapy targeting a cancers HER2 status is all over the news of late.
Two very recent examples involving Astrazeneca:-
https://www.lse.co.uk/rns/AZN/fda-accepts-dato-dxd-bla-for-breast-cancer-6gb18korpqpp8bb.html
https://www.lse.co.uk/rns/AZN/enhertu-approved-in-us-for-her2-solid-tumours-d992ucbs0xpl3ik.html
All IMHO.
Highly likely to be a massive winner once launched. We had an update just last Monday:
https://www.lse.co.uk/rns/AGL/parsortix-her2-assay-showcased-at-aacr-2024-4k393y7ivsvtwno.html
Don't forget Bioview invested £1.2 million of their own cash to develop this which would leverage BOTH Companies FDA accreditation which maens the machines are allowed to be used in the USA................
All IMHO.
Nice!
Bantham.
So that says - full approval in the US for Breast cancer. No restrictions. Good.
And it says use for all other cancers restricted to drug trials.
Is that correct?
----------------------------------------------------
I believe that is correct. Just the Breast cancer side alone could swamp Angle Plc.
Basically the potential size of the market is quite incredible.
miavoce and TwoGood2Die were arguing over additional potential market from other services labs.
miavoce posted this:-
"Wrong TGTD. CLIA labs do not need FDA approval to use parsortix for testing any cancer types. As long as the labs have validated the tests that they are offering then there is nothing stopping them from offering the test. This is why Angle are developing the Ovarian and Prostate tests (clearly there would be no point them doing this if lack of FDA approval would prevent the tests being carried out by labs).".
I think other Pharma Services Co's who have the CLIA accreditation can offer tests on circulating tumour cells that ***happened to have been obtained*** using the Parsortix machine ***"as long as the labs have validated the tests that they are offering"*** as miavoce said. So I believe there is additional market here too.
All IMHO.
Therefore is can be used anywhere in the USA to catch Circulating Tumour Cells (CTC's) from people who have metastasized Breast Cancer. Also as American FDA approval is the "gold standard" most other countries will approve it's use too. These CTC's can then be tested to find out for example the cancers current HER2 status, before (if necessary) , during and after treatment. As we know a cancers HER2 status can change over time. The point here is that some modern drugs can target cancers that are HER2 positive (they lock on and deliver poison to the cell). So a tissue biopsy from the original surgically removed lump might be HER2 positive. Then the person may well be given a treatment that targets HER2 cancer cells. All well and good. If however the cancer changes to HER2 negative during treatment then the drug that targets HER2 won't lock on and so the drug won't work. If the change to HER2 negative is known then the treatment can of course be changed. The breast cancer market alone is enormous.
Then there is the massive World wide drug trials market. Parsortix can be used in this scenario for any cancer, not just Breast. In the following video it says Eisai Inc. (top 100 Co. in Japan) have 80 active cancer trials with 60,000 participants. That is just one Japanese Company.............. See 14 mins 45 secs in to this video:-
https://www.youtube.com/watch?v=cnQ6M05BiBY
https://www.youtube.com/watch?v=ZqaWMUx7GhE
All IMHO.
Bantham.
Have a look for your answers here:-
https://www.youtube.com/watch?v=cnQ6M05BiBY
The time says 09:38:16. Could be earlier today or another day.
No way to tell if was buy or sell.
Would have more than to date. I strongly suspect Mr Newland want's "top dollar" for any deal. This is based on the Parsortix machine being probably the best way to catch a circulating cancer cell for assay tests etc. Also as I understand it 99% of the captured cells are alive and intact, you could hardly get a better sample to test. Also Angle are a relatively small Company so could easily get overwhelmed with orders (perish the thought!). One of the good things about the Bioview contract is obviously both Bioview and Angle want to find a big partner so both sales teams will be busy and Mr Newland will be closely working with the directors of Bioview on any deal.
You only have to look at the last few Astrazeneca annoucements to see the industry desperately needs a way to find our if a cancer is HER2 positive, HER2 low, or HER2 negative before, during and after treatment. At the moment after the initial biopsy it's anyone's guess whether a cancer will remain HER2 positive during treatment. If not, as I understand it, the treatment simply won't work and no-one would know for weeks/months.
All IMHO.
It doesn't get much more corrupt than aim. Nearly all buys and down 10%. Unbelievable.
===========================
Very large trades are often not shown for up to 10 days but those trades will of course affect the bid price.
They will appear later same day or up to I think 10 days later "out of the blue". Often after the market has closed.
So if the bid price drops a large sell may have hapened but you won't see it yet.
Same if the bid price suddenly goes up unexpectedly. A large buy may have gone through but again you won't see it yet.
Also the only price you can be sure of is the bid price shown. You should always be offered at least the bid price shown for your shares.
?????????????
Dare I mention.
Status of patients cancers during cancer trials let alone anything else. Obviously drugs that target HER2 positive cancers need to be given to people with HER2 positive cancer! Then the cancer's status needs to bo monitored during treatment to see if it's status changes to for example HER2 negative, in which case the treatment could be changed.
Two possibilities just from Astrazeneca in just the last few days!!!!!!!!!!!!!:-
https://www.lse.co.uk/rns/AZN/fda-accepts-dato-dxd-bla-for-breast-cancer-6gb18korpqpp8bb.html
https://www.lse.co.uk/rns/AZN/enhertu-approved-in-us-for-her2-solid-tumours-d992ucbs0xpl3ik.html
All IMHO.
- So gained 26.67% over Mon and Tues.
Now down 11.1%.
26.67 - 11.1 = Up 15.57%. Should not complain!
Another snippet from the original RNS:-
"It is recognised that breast cancer can be highly heterogeneous and that HER2 status can change over time. In addition, results from a recent high impact study have revealed that patients categorised with HER2-low breast cancer (and defined as immunohistochemistry (IHC) score 1+ and 2+ and HER2-negative by FISH), can in fact, benefit from new HER2 targeted antibody-drug conjugates, where typical HER2 targeted drugs have previously been reserved for HER2-positive (HER2 IHC 3+ and/or HER2 FISH positive) breast cancer patients. This new understanding is driving the adoption of HER2-low targeted drugs such as ENHERTU(R) marketed by Daiichi-Sankyo and *****AstraZeneca*****.
This changing market dynamic has provided ANGLE and BioView with a major commercial opportunity to develop a quantitative CTC-based HER2 assay, to assess HER2 protein expression and/or gene amplification levels by analysing fluorescence intensities. This would be the only product-based solution on the market for this purpose ****leveraging both companies' previous FDA product clearances*****. Unlike current standard of care tests developed for use on FFPE tissue, a CTC HER2 assay could be used for longitudinal monitoring of HER2 status throughout disease progression, thereby ensuring the patient is targeted for the most appropriate treatment at every stage. ".
For quantitative HER2 analysis based on CTCs, ANGLE and BioView have agreed to allow for the inclusion of third parties in this project and its funding as we move into the commercialisation stage after the initial development work is complete. The parties are continuing to discuss strategic routes to market with potential corporate partners. ".
The RNS on Monday basically confirmed the "initial development work is complete.".
So Angle and Bioview are open to another partner joining them.
I think this further explains the sp rise on Monday and Tuesday.
Clearly the market thinks this partnership could pay massive dividends.
If ANY Company in the World does a deal with Angle and Bioview it will be transformational for them both IMHO.
All IMHO.
It will be interesting to see what happens after about 1pm when the USA players get involved. Yesterday the sp took off.
In fact give it 2 hrs?
LWHL.
Thank you for your input.