The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Hello.
Big rise for IAG, no news I can find????
One of these Molecular analysis Co's has simply got to offer this soon, even as an optional extra. It could save lives don't forget. DNA sequencing CtDNA does NOT give the full picture as to what actionable DNA varients there are in a patient. See Angle's RNS's dated 4th Jan and 22nd Jan..
First of all I find it difficult to believe a Company like Illumina, valued on NASDAQ at over $5 BILLION was unaware that analysing (DNA sequencing) circulating tumour cells (cct's), can give IMPORTANT additional information over and above the standard CtDNA analysis they offer. Surely the knew already? Note they do not seem to have a product to catch cct's as Angle and a few other co's do. Hmm. It's safe to say they do now as of 4th January, see Angles RNS announcement in which they actually used an Illumina product to get the results. Also they mention they were talking to Illumina (and others) about the results. I suspect Illumina and other Molecular analysis Co's will soon be asked some awkward questions as to why they either did not know, or why they have suppressed it...............................
I know one thing. If I had cancer that had spread and found out my clinician could have got more information but some large Co's could have helped but they were more concerned about profit I would not be happy.
All IMHO.
One of these Molecular analysis Co's has simply got to offer this soon, even as an optional extra. It could save lives don't forget. DNA sequencing CtDNA does NOT give the full picture as to what actionable DNA varients there are in a patient. See Angle's RNS's dated 4th Jan and 22nd Jan.
First of all I find it difficult to believe a Company like Illumina, valued on NASDAQ at over $5 BILLION was unaware that analysing (DNA sequencing) circulating tumour cells (cct's), can give IMPORTANT additional information over and above the standard CtDNA analysis they offer. Surely the knew already? Note they do not seem to have a product to catch cct's as Angle and a few other co's do. Hmm. It's safe to say they do now as of 4th January, see Angles RNS announcement in which they actually used an Illumina product to get the results. Also they mention they were talking to Illumina (and others) about the results. I suspect Illumina and other Molecular analysis Co's will soon be asked some awkward questions as to why they either did not know, or why they have suppressed it...............................
I know one thing. If I had cancer that had spread and found out my clinician could have got more information but some large Co's could have helped but they were more concerned about profit I would not be happy.
All IMHO.
Surprised if Oil Co's with wells in Alaska are interested. Clearly if 88E do get a decent flow result the value of their prospect acreage woud be hundreds of millions IMHO.
All IMHO.
or is someone taking the ****? lol!
LOL!
LOL!
LOL!
You say:
"Because for $250,000 they have nothing to lose. They havent made any commitment beyond one pilot study. Newland of course positioned this completely differently, trailing some huge deal with a major international pharma...its one bloody pilot study Andrew!".
===================================
Fevertreeman.
Clearly you have an axe to grind with Angle Plc. A top 100 Japanese Co. evaluating a drug that has a budget of $2 billion................. pull the other one!! LOL!!
When they got the FDA approval for using their Parsortix machine with breast cancer to catch circulating tumour cells from a standard blood sample for testing (e.g for HER-2 status) they envisaged the machines selling very well and clearly that did not happen. That was a huge disappointment and the reason the sp fell from £1.60 at it's peak to under 10p in December 2023. I believe one of the main reasons was the Co's Angle expected to buy the machines needed to invest in developing their ***own assays*** in order to actually carry out the tests on the cct's. This further cost along with the cost of the machines combined with changing from how they were used to getting the cct's (even if not as good as Parsortix) was a huge drag on sales. But Angle have since changed their business model. The bottom line is they do have a patented remarkable machine that can filter out LIVE circulating tumour cells (cct's) from a standard blood sample. 99% of there cells are LIVE (other methods often kill the cells) so it is simply not possible to get a better cct to test. Not possible. They have now developed their own assays (that they offer to sell with the machines) and they are using them to offer their own labs services to the World, demonstrating how the machines can be used. As far as potential markets go the one Eisai Inc. contract (involving just one of their cancer drug trials) could end up multi million if the trial progresses to stage 4. Just the ability to monitor the HER-2 status of a persons cancer before, during and after treatment is simply worth a fortune>>>>>>>>>>>>>>>
Regarding JUST HER-2:-
"3. HER2 Overexpression in Cancers
Most of the studies on HER2 have been carried out in breast cancer, after it was found to induce mammary carcinogenesis in vitro [14] and in vivo [15]. Amplification or overexpression of the HER2 gene occurs in approximately 15–30% of breast cancers [16]. With increasing understanding of HER2 biology, it has now been recognized that HER2 overexpression occurs in other forms of cancers also such as stomach, ovary, uterine serous endometrial carcinoma, colon, bladder, lung, uterine cervix, head and neck, and esophagus [17, 18]. Apart from its role in development of various cancers, it has also been intensely evaluated as a therapeutic target.
Basically Angle Plc could make a decent profit just from cancer drug trials for metastasized Breast cancer alone, which is a tiny, tiny fraction of the overall market IMHO.
All IMHO.
To monitor the patients HER-2 status in phase 2 of their antibody-drug conjugate, BB-1701 drug trial?
See RNS dated 2nd Jan 2024.
*******THIS IS THE QUESTION******* potential investors in Angle should ask themselves:-
https://en.wikipedia.org/wiki/Eisai_(company)
https://www.eisai.com/news/2023/news202330.html
To monitor the patients HER-2 status in phase 2 of their antibody-drug conjugate, BB-1701 drug trial?
See RNS dated 2nd Jan 2024.
*******THIS IS THE QUESTION******* potential investors in Angle should ask themselves:-
https://en.wikipedia.org/wiki/Eisai_(company)
Plus we know that just ONE contract could be worth millions to Angle.
Most likely and extremely significant news going forward:-
1. Other contracts along the lines of the one Eisia Inc, the top 100 Plc in Japan (see RNS dated 2nd Jan 2024). Employing ANGLE to use their HER2 assay to monitor a patients HER2 status during cancer treatment trials. Even the one with Eisia Inc might end up £ multi-million if the trial progresses to stage 2 and 3. Angle offer this service WORLD WIDE.............
2. A contract with ANY of the huge Molecular Analysis Companies that already offer cancer treatment guidance by analysing dead fragmants of cancer that can be found in a patients blood plasma (so from a standard blood sample).
Angle's Parsortix machine can catch circulating tumour cells (cct's) from the ***same standard blood sample***. Angle have discovered that analysing a patients cct's as well as the dead fragmants of cells found in the blood plasma gives ADDITIONAL important information about a persons cancer (see RNS dated 4th Jan).
- Existing Molecular Analysis Co's could offer Angle's Parsortix machine as an "extra-over" so the clinician can get the "full picture" for advising the best treatment moving forward.
- The Parsortix machine could be re-badged to show for instance "Illumina".............
- Any deal might commit Angle to NOT offer the machine to other Molecular Analysis Co's making their offerings inferior. The additional information simply does not exist in dead cancer fragments............................................
- Could be transformational for angle.
- Could simply be a buy out of Angle to offer the "Full picture" and to corner the market. Angle's tech could be incorporated in future machines the client offer making it a one process machine that gets 100% on the information available, the "Full Picture".
All IMHO.
The bad news about Boeing planes continues........
https://www.reuters.com/world/asia-pacific/24-injured-after-technical-problem-latam-sydney-auckland-flight-nz-herald-2024-03-11/
Instead of the other childish rubbish we get on here so often.
Digger01. I think you are right. The prostate trial is overdue for an update.
Anyway, it seems to me Angle's sales people should be targeting Companies carrying out cancer trials similar to Eisia Inc, the top 100 Plc in Japan (see RNS dated 2nd Jan 2024). The announement says "ANGLE has developed a quantitative HER2 assay to enable accurate stratification of patient populations throughout the treatment pathway given HER2 status can change over time.". From what I have seen in their announcements any assay Angle develop they can sell to other Co's. Roll on the next customers......................................
To me at least the, so far lack of orders can only be explained in so many ways. It's only been 3 months since Eisia Inc, the top 100 Plc in Japan backed Angle in the form of an order for the monitorng of HER2 status during a cancer drug trial. I suspect the decision makers in most larger Co's are terrified of making a mistake. Do they wait for anaother major to make the decision?? If so they now have it from Eisia Inc. The Japanese and USA Co's have a reputation for making the big decisions and indeed for doing same for buyouts. It seems to me Angle will get bought out....... by a Japanese of USA Co........... as no one else has the balls............ or intelligence!
All IMHO.
I agree that Angle need a big pickup in orders over the next 6 months. The order from Eisia Inc, the top 100 Plc in Japan confirmed in the RNS of 2nd Jan gives the market confidence. Clearly Eisia have realised the ONLY way to monitor the HER2 status of the circulating tumour cells (which have come off a breast cancer tumour) is to employ Angle's lab to use the Parsortix machine to catch the circulating tumor cells (cct's) and test them. This one order for phase 1 of this drug trial could turn into multi-million pound orders for the following phases. So in a nut-shell Angle would only need another half dozen similar orders whereby the drug trial progresses to phase 2. Each one could be multi million. World wide how many cancer drug trials involving JUST Breast cancer that has spread are there? A few hundred? A few thousand? More? These drug trials, as I understand it, need to monitor the HER2 status of the breast cancer before, during and after treatment as it is strongly suspected that IF the HER2 status of the cancer changes during treatment (can do, they don't know why) the treatment's effect can be compromised. Especially for Immunotherapy drugs.
All IMHO.
There are thousands of drug trials taking place in the World that are trying to treat cancer that has already spread. If it has already spread then there will be circulating tumour cells (cct's) in the patients blood stream. Angle's parsortix machine can catch these cells from a standard blood sample which can be done anytime as long as the patient can give the blood. These cells originate from the tumour and so when analysed give similar information. Thus no surgery is needed to obtain a cancer biopsy sample for analysys, if this is even possible. Angle have demonstrated that the analysis of these cells can give information over and above the information already available by analysing the dead DNA fragmants in the blood plasma.
So if you are a big Co. that intends to go through all the huge expense of a cancer drug trial to obtain ***as much information as possible*** about your cancer treatment YOU WOULD WANT TO GET THE INFORMATION ANGLE'S PARSORTIX SYSTEM WOULD GIVE YOU as well, would you not?????
All IMHO.
For cancer ***that has already spread*** needs to either:-
1. Employ Angle Plc' lab services to monitor the treatments effect. Angle would only need a standard blood sample to be sent to them for each test. The monitoring could be before the treatment, during the treatment and for the weeks and months after the treatment if necessary. Angle's machine only needs a blood sample. Angle can then use their patented Parsortix machine to catch the circulating LIVE cancer cells (which come off the tumour and circulate into a patients blood) to perform whatever test the client needs. This negates extremely expensive surgery to remove a physical tumour specimen for examination, something that is often impossible due to where the cancer is of how well the patient is.
2. Buy Angle's Parsortix machine and use ther own labs to do the same as above.
This is why Eisai Inc. have contracted Angle (as per RNS 2nd Jan) as follows:-
"ANGLE plc (AIM:AGL OTCQX:ANPCY), a world-leading liquid biopsy company with innovative circulating tumour cell (CTC) diagnostic solutions for use in research, drug development and clinical oncology, is delighted to announce that it has signed a contract with the global pharmaceutical company, Eisai Inc. ("Eisai").
Under the agreement, in a pilot study worth US $250,000 to ANGLE, ANGLE will provide CTC analysis with its Portrait HER2 assay to assess breast cancer patients' HER2 (human epidermal growth factor receptor 2) status in a Phase II study of the HER2 targeting antibody-drug conjugate (ADC) BB-1701. Success in the pilot study offers the potential for multiple large scale follow-up studies.
ANGLE's Portrait HER2 assay enables quantitative assessment of both HER2 protein expression (via IF) and HER2/neu gene amplification (via FISH) to identify patients who could benefit from anti-HER2 ADC treatment. HER2-low breast cancer accounts for 55% of all breast cancer cases with analysts predicting that the global HER2+ breast cancer ADC market will reach US $3.3 billion per annum by 2030. Because of market expansion into HER2-low patients, ANGLE has developed a quantitative HER2 assay to enable accurate stratification of patient populations throughout the treatment pathway given HER2 status can change over time. ".
Just the first of many IMHO. How else can they get the information!!!
It's a "no-brainer"!
All IMHO.
The bad news for Boeing just continues. How on earth can a massive wheel fall off a plane? The wheel trashes a couple of cars in the Airport car park. Lucky no-one was killed or seriously injured. Appauling.
https://www.bbc.co.uk/news/av/world-us-canada-68508958
Fevertreeman.
I believe you will shortly be proved wrong.