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Circulating tumour cells which is needed to get the "full picture" when they don't even have a way of catching LIVE intact circulating tumour cells to test in the first place! They only offer CtDNA analysis of the general blood which can miss actionable DNA which light show up in the CTC's! To get the full picture BOTH the CTC's and the CtDNA in the blood need to be analysed.
THEY HAVE A MAJOR PROBLEM, DON'T THEY!
They need to do a deal with Angle Plc I believe!
All IMHO.
(circulating tumour cells) to the systems they sell at the moment for the DNA analysis of the general blood. Analysing the general blood can miss actionable DNA that is sometimes found in the CTC's. These systems are now starting to be used ***by the NHS*** in the UK.........................................!!!
In this article the author says "Lucci foresees that ctDNA and circulating tumor cells will be used in combination to offer the best picture of what’s happening with a cancer inside a patient.". Angle have made the same comments. See Angle Plc's RNS's dated 4th and 20th Jan.
https://www.mdanderson.org/cancerwise/liquid-biopsies--understanding-ctdna-and-circulating-tumor-cells.h00-159463212.html
To do this they need a way of capturing the CTC's. They need to be uncontaminated by the very process that catches them. When caught using Angle's Parsortix system 99% of the cancer cells are alive and intact, ideal for testing. So, to offer a system that gives the full picture they could:-
1. Do a deal with Angle Plc and offer the Parsortix machine alongside the one they sell so it catches the CTC's.
2. Re-badge the Parsortix machine so it looks like it is their tech and do the same.
3. Re-design their machine to incorporate the Parsortix tech so one machine gives the full picture. This would use the Parsortix cassette which needs to be replaced after every test thus vastly increasing revenue.
There you have it.
IMHO Angle Plc are "sitting on a gold mine". The first DNA analysis Co. that offer this "full picture" process will one step ahead of the competition.
All IMHO.
Researcher1.
EC, Newland hasn't even managed to finance the new version of P. they mooted 2 years ago! I fear AGL are toast unless he leaves.".
======================
researcher1, the UK's NHS is now starting to use liquid biopsies as we have recently found out.
In the article below the author says "Lucci foresees that ctDNA and circulating tumour cells will be used in combination to offer the best picture of what’s happening with a cancer inside a patient.". I have read the same sort of thing elsewhere. So the likes of Illiumina, Thermo Fisher, Roche etc.... have a problem don't they? They need the addition of being able to catch and analyse circulating tumour cells in addition the general blood ctdna they already offer. The race is on? The first of them that offer this will be one step ahead of the competition. Note the cancerous cells Parsortix catches are 99% alive and intact, ideal for analysis! I would not be surprised if Angle are already discussing some sort of deal. Note the RNS of 4th Jan did say they were talking to Illumina.
https://www.mdanderson.org/cancerwise/liquid-biopsies--understanding-ctdna-and-circulating-tumor-cells.h00-159463212.html
All IMHO.
See below for link.
An excellent article that includes this:-
"Lucci foresees that ctDNA and circulating tumor cells will be used in combination to offer the best picture of what’s happening with a cancer inside a patient.".
The same conclusion as many others...............
Hello Illumina, Thermo Fisher, Roche etc.... Want to use Angle's tech in your next machine for DNA analysis?
You really need the ability to catch LIVE and intact Circulating Tumour cells to test to make your offering complete, don't you. I mean, that seems to be what the experts are saying!!!!!!! Without this ability important information could be missed. See:-
https://www.mdanderson.org/cancerwise/liquid-biopsies--understanding-ctdna-and-circulating-tumor-cells.h00-159463212.html
All IMHO.
Turnover? £5,000,000 is $6,320,125 at todays rates.
$6,320,125 / $40,000 = 158 machines.
Say 4 tests a day.
4 x $300 - $1200.
$1200 x 5 - $6,000 a week for the cassettes.
$6,000 x 4 = $24,000 a month.
$24,000 x 12 = $288,000 per year.
Interesting.
The cassettes around $300 each (1 needed per test). Just googled "breast cancer cases in USA" and it says about 240,000 new cases every year so that gives some idea of the potential market. Specifically anyone with metastasized breast cancer can have their cancer analysed from a simple blood test using the Parsortix machine to catch the live cancerous cells in their blood stream. They can then be subject to various tests including the HER2 status. Of course then we have the rest of the World to add to that potential market as it's highly likely machines cleared by the USA's FDA can be used in almost any Country, it being the "gold standard". Basically the whole World is Angle's market it seems.
I wonder how sales are going? I suppose if you fork out $40,000 on a machine you will have every intention of going a lot of tests! At $300 a time that soon adds up.
All IMHO.
TwoGood2Die.
EC.
So why doesn't Newland apply for FDA approval for Parsortix 'testing' covering all major cancer groups?
==================================
Parsortix is FDA approved in the USA for catching breast cancer circulating tumour cells (CTC's) that can then be analysed to see whether they are HER2 positive, HER2 low, or HER2 negative. Also other tests to see how the treatment is going etc.. etc... The Breast cancer market is the USA a massive on it's own. It will be interesting to see how sales of the machine are going in the results. I think they are around $40,000 each and each time a test is done a cassette is needed which are around $300 each. I believe as it is approved in USA most other Countries in the World would allow it's use (FDA approval being the "gold standard").
Mr Newland envisages coming to an arrangement with Companies like EISAI INC., one of the top 100 companies in Japan that we already have a small contract with. EISAI INC. are testing their cancer drug. The persons HER2 status gives a good sign whether the drug will work OR NOT. So if the drug passes for use parsortix might need to at the cancer clinic so the most suitable people are given it. It's all in the presentation:-
https://www.youtube.com/watch?v=cnQ6M05BiBY
All IMHO.
It was because Angle discovered DNA testing circulating tumour cells (CTC's that their Parsortix machine can catch live and intact) can sometimes show actionable DNA is present even though the usual method of testing fragments of DNA in the general blood missed them. Actionable DNA being DNA that modern drugs can target for better treatment. So if the CTC's are not tested as well then drugs that target these cancerous cells will obviously not be used. Possibly life saving information.
All IMHO.
By modern drugs the Circulating tumour cells (CTC's) as well as the fragments of dead cancer cells in the general blood BOTH need to be tested. End of. Angle's Parsortix system can catch the CTC's alive and intact. Ideal for testing. The various Companies throughout the World that already offer the general DNA testing of blood obviously need to add this to their offering. Maybe it will be for the high end clients initially due to the increased cost. It is only a matter of time before these Molecular analysis Companies start to add this ability. Then they will be one step ahead of the competition being able to say their system can also check the circulating tumour cells which sometimes show the cancer has actionable DNA when the dead cell fragments in the general blood DO NOT!
All IMHO.
Here's the link:-
https://www.proactiveinvestors.co.uk/companies/news/1043762/angle-shares-up-as-nhs-move-reveals-potential-of-liquid-biopsy-systems-1043762.html
"It emerged on Friday that lung cancer sufferers will be offered a pioneering blood test that will potentially fast-track them to targeted therapies that can be less harsh than traditional treatments.". "A further 10,000 patients with suspected lung cancer will be offered it across 80 NHS Trusts in England over the next year.".
As I understand it this is Illumina's what you might call general DNA blood test. This looks for dead cancer cell fragments hoping that the persons cancer is of a type that exhibits certain biosigns that can be targeted by modern drugs. However Angle has demonstrated (RNS's dated 4th and 20th Jan) that unless the circulating tumour cells are also tested these signs MIGHT BE MISSED!!!. Angle found targetable biosigns in some circulating tumour cells THAT WERE NOT FOUND IN THE GENERAL BOOD ANALYSIS!!!! If they do not also test the CTC's then this vital information might be missed.
The biggest multi billion dollar Companies like Illumina, Thermo Fisher and Roche must be aware of this by now. Angle's Parsortix machine can catch Circulating tumour cells (CCT's) from the same blood sample as the general test referred to above. With Angle's system 99% of the cells are live and undamaged, ideal for testing.
All IMHO.
For lung cancer is ****JUST THE START****. There are massive SAVINGS to be had using this tech because the only other way to obtain cancerous cells to test is to cut them out, normally involving surgery!! The NHS is using Illumina's platform which Angle also uses. "A further 10,000 patients with suspected lung cancer will be offered it across 80 NHS Trusts in England over the next year." The only way to get 100% of the available information is to ALSO ANALYSE THE CIRCULATING TUMOUR CELLS at the same. This is where Angle's parsortix machine can help as it can catch these cells, 99% of which are live and undamaged. If the NHS add this ability which seems to be the ONLY WAY they can check all the anailabe DNA then Angle's sp will be in the stratosphere. Also of course the UK's King and now the Princess of Wales is drawing attention to the fight against cancer.
https://www.bbc.co.uk/news/health-68624334
https://www.bbc.co.uk/news/uk-wales-65377533
All IMHO
The NHS is creating it's own Circulating Tumour Biomarker Network which has tested 2000 and will test another 10,000 who have lung cancer. It's when they then start using liquid biopsies for Breast, Bladder, Colorectal, Kidney, blood, liver, pancreatic, prostrate, thyroid and the other 90 or so types you should really start to worry. LOL! What with the King and the Princess of Wales drawing attention to cancer as well. The Americans will no doubt be investiong more in Co's that are to do with fighting cancer. All in all I think you are going to have a bad day tomorrow with your AGL short position. You know that, don't you as you have been posting over the weekend.............
https://www.england.nhs.uk/blog/nhs-genomic-networks-of-excellence-a-transformative-new-approach-to-healthcare-challenges-in-the-nhs/
Al IMHO.
"The Circulating Tumour Biomarker Network is the truest testament to this. It is being setup to provide to expedite the introduction of ctDNA and ****other liquid biopsy tests**** into NHS cancer care. Liquid biopsy is a genomic blood test that can detect tumours in the body, reducing the need for an invasive biopsy. The test can shorten diagnosis times, with some patients starting the appropriate treatment for cancer much earlier in the pathway compared with a tissue biopsy."
https://www.england.nhs.uk/blog/nhs-genomic-networks-of-excellence-a-transformative-new-approach-to-healthcare-challenges-in-the-nhs/
Things are really starting to move!!!
For lung cancer is ****JUST THE START****. There are massive SAVINGS to be had using this tech because the only other way to obtain cancerous cells to test is to cut them out, normally involving surgery!! The NHS is using Illumina's platform which Angle also uses. "A further 10,000 patients with suspected lung cancer will be offered it across 80 NHS Trusts in England over the next year." The only way to get 100% of the available information is to ALSO ANALYSE THE CIRCULATING TUMOUR CELLS at the same. This is where Angle's parsortix machine can help as it can catch these cells, 99% of which are live and undamaged. If the NHS add this ability which seems to be the ONLY WAY they can check all the anailabe DNA then Angle's sp will be in the stratosphere. Also of course the UK's King and now the Princess of Wales is drawing attention to the fight against cancer.
https://www.bbc.co.uk/news/health-68624334
https://www.bbc.co.uk/news/uk-wales-65377533
All IMHO.
Moab.
Angle have FDA approval for their Parsortix machine to be used to catch breast cancer circulating tumour cells that might be found in a blood sample from a person who has breast cancer. This breast cancer market in itself is huge as we know. This also means the machine is not approved in the USA for catching other types of cancer tumour cells, which seems extremely odd to me but I assume there is some good reason why. I do however find that hard to understand as the Parsortix machine has been used to catch various types of cancer cells, there is loads of documantation to prove this. FDA approval is USA only. It seems to me then at minimum the Parsortix machine can be used in the USA to catch breast cancer cells, analyse them using Illumina, Thermo Fisher, or any other Co's kit, to see if they have actionable DNA. The clinician presumably would take this into consideration when advising what treatment. Actionable DNA can be specifically targeted by some modern drugs as we know.
As far as the rest of the world goes what is the situation? I suppose in most if not all countries the bar to allow your machine to be used will be a lot lower than the USA. Clearly in Wales they are already using Illumina kit to help decision making as this BBC article shows for lung cancer.
https://www.bbc.co.uk/news/health-68624334
https://www.bbc.co.uk/news/uk-wales-65377533
All IMHO.
This is very recent news, Angle RNS was only 4th Jan this year.
So if the likes on Illumina, Thermo Fisher, Roche etc.... want to do a complete check to see if the cancer in question has DNA that it is aleady known can be targeted with modern drugs they will have to ALSO ANALYSE THE circulating tumour cells!!
Simples!!!!
All IMHO.
Present when DNA analysis is done on a persons general blood ONLY. Like the Ilumina test used to guide the treatment in this BBC article using blood only:-
https://www.bbc.co.uk/news/health-68624334
https://www.bbc.co.uk/news/uk-wales-65377533
So a cancer that contains DNA a modern drug might target for treatment ****could be MISSED**** and the treatment NOT USED. The only way to get the "FULL PICTURE", from metastasized cancer is to test the CTC's at the same time as the general blood sample. Angle's Parsortix machine is the best way to collect the CTC's for the analysis because unlike some methods 99% of them are alive and intact.......................
All IMHO.
In the WORLD (195 Countres) are NOT considering adding the analysis of circulating tumour cells to their existing DNA analysis of blood. This simply does NOT compute. Angle Plc have shown that NOT analysing circulating tumour cells as well as the general blood (currently the norm) *******RISKS MISSING******* finding DNA that can be targeted by readily available treatments!
FFS!!!!!!!!!!!!!!
All IMHO.