Member Info for EmeraldCarrots

Down 5.3% now, not as bad as 7% earlier. This has got to go blue, surely. maybe some big holder ditched a load because of the Middle East situation. I fancy the drop will turn into a gain later.

This drop seems unjustified, to say the least!

Up massively I suspect.

The only way the sp will see 70p a share in the next 12 months is if there is a bidding war, which seems unlikely at the moment! Sp 8.5p to buy as I type this! I can imagine 15p same day as a new Astra contract announced and up to 25p with a few more large Pharma contracts. Can't see 70p without a bid war.

Https://www.proactiveinvestors.co.uk/companies/news/1056006/angle-technology-sets-the-gold-standard-in-cancer-diagnostics-investment-bank-1056006.html

All IMHO.

More contracts along the lines of the Eisai and Astrazeneca ones and sentiment would change significantly. The last one was 3rd May with Astrazeneca. It is disappointing that Angle have still not yet managed to do similar deals with other massive Pharma Co's. In fact I am extremely surprised, to say the least. One or 2 with "household name" pharmas and the sp would be back to the 15p a share placing price I think. We live in hope!!! I think it will happen.

All IMHO.

InvestAce

".....they are loving it and will even more so when Petrofac dilute @ 5p

Madness to be paying 15p now after todays RNS"

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and if Big Oil Co make an offer out of the blue (now we know the financials are NOT as bad as thought) the shorts will be wiped out. PFC is a sitting duck for a buyout IMHO. B.P, Shell, Total, Exxon Mobil etc..... A relatively small buy for them

It's a hold IMHO.

Company there for the taking. To create another Company like PFC would take decades and hundreds of millions. It's a hold IMHO.

Clearly NOT as bad as feared. The accountants must have done a forensic study of the financials, and there may be light at the end of the tunnel. An agreed bid of what...... 30p a share?? I think the shareholders would take it.

Shareholders, the extent of which is still to be agreed.". No wipeout then?

Quite as bad as most thought. This detailed information shared with one of the Big Oil Co's could trigger a bid?

Why spend money promoting sales of the Parsortix machine when revenues for H1 were just £1m and one single Astrazeneca services order was £550,000! The machine is now well known so concentrating on getting more services contracts like the Eisai and Astrazeneca ones is obvious. The machines ability to catch circulating tumour cells that are 99% alive and intact is key. With those two Pharma Co's on board obviously more will follow. From the RNS:-

"Significant increase in number of prospective customers since completion of successful fundraise in June 2024, with discussions progressing with multiple additional large pharma companies".

It's ridiculous to think that just 4 more Astrazeneca like contracts @ £550,000 in H2 would be more than double the H1 revenue. How crazy is that! Promoting sales of the Parsortix machine should be cut to the minimum and sales of the services side increased. There is a case for putting the price of the machines up substantially in fact. Why not? The machine has unique capabilities. This would make the 260 existing machines more valuable to those, dare I say, lucky enough to have one! Angle developing assays to the Pharma Co's specification, then using the Parsortix machine to get the CTC's and using the assay to test the CTCs for the Pharma Co's is the way to go.

All IMHO.

Obviously selling the Parsortix machines has not gone anywhere near expectations. Therefore, the management have decided to focus much more on providing services to large pharma. There is a demand from Large Pharma to glean information from the circulating tumour cells (that Angles Parsortix machine can catch) as evidenced by the contracts with Eisai and Astrazeneca. These Companies have paid/are paying Angle to develop the assays to test the CTC's for what they have specified about them. With these deals Angle retain ownership of the assays and so can offer them to other Pharma Co's in the future. Just one of the Astrazeneca deals was £550,000 to Angle showing this type of contract is what Angle should be concentrating on. There must be many other Pharma Co's in the World that have something they want to test about the CTC's before, during and after a cancer trial but simply cannot, until now. It is certain Angle will get more of this type of contract.

From the RNS:-

- Business re-shaped and streamlined with major focus on large pharma

- cost savings of c. £8 million by end of 2024 (as previously announced)

- focus on large pharma contracts delivered three relationships with potential to deliver long-term large-scale revenues

- other large pharma relationships under development

Prioritising investment towards growth of the large pharma strategy and reducing investment in the products side is intended to maximise ANGLE's commercial opportunity and is now anticipated to deliver cashflow positive trading in the second half of 2026; and the Company is funded to execute on this plan.

https://www.lse.co.uk/rns/AGL/half-year-report-hicp01finav0mc7.html

All IMHO.

Have a nice weekend.

There is more in depth information towards the end. Inclising the BioView contract is still being worked on.

"BioView

ANGLE continues to progress its collaboration with BioView to develop a CTC HER2 (human epidermal growth factor receptor 2) assay kit for breast cancer using a combination of ANGLE's Parsortix system and BioView's automated microscopy systems and software.

The HER2 assay kit aims to detect and assess the HER2 expression and/or gene amplification in CTCs and is another significant development for the Company. The changing market dynamics of the HER2 breast cancer marketplace, with the introduction of new drugs targeting tumours with low HER2 expression, have provided a major commercial opportunity to develop a quantitative CTC-based HER2 assay kit, to assess HER2 protein expression and/or gene amplification levels by analysing fluorescence intensities. Unlike current standard of care tests developed for use with tissue samples, a CTC HER2 assay kit could be used for longitudinal monitoring of HER2 status throughout disease progression, thereby ensuring the patient receives the most appropriate targeted treatment at every stage.

Given the significant third-party interest in a new assay kit for quantitative HER2 analysis based on CTCs, the agreement allows for the inclusion of third parties in this project and its funding at the commercialisation stage after assay development is complete."

https://www.lse.co.uk/rns/AGL/half-year-report-hicp01finav0mc7.html

From yesterdays half year report:-

"The Company is engaging with Illumina and approaching large pharma to expedite the adoption of this combined molecular profiling approach. This is supported by increasing recognition that a multi-analyte approach will be critical to unlock the full potential of liquid biopsies."

Fevertreeman.

I'm sure you will feel better assuming Angle can get a few more contracts along the lines of the Astrazeneca one. I see no reason why not. Looks like Angle have positioned themselves as the Company to speak to if you need an assay done to look for x in circulating tumour cells. A couple more Astra type contracts and the sp will be back to the 15p ish level. More and we will be on our way to 18p. Got a feeling there will be 2 RNS's close together. I honestly still feel confident the sp will be over 20p by xmass. Newland just has to land the contracts.

All IMHO.

Get real. Both machines are now cleared for use in the U.K's NHS. Then you have the private hospitals in the whole UK, and then you have international sales. There is aleady a huge market. U.S.A and E.U fo follow.

Day says to me the ludicrously low sp has finally got some more major investors interested. I hope!!!! I mean 2 devices cleared for use in the NHS, one of which has already been put forward for FDA clearance........ When the other one then??

All IMHO.

Multiple additional large pharma companies". These large Pharma Co's take forever and a day to make their minds up it seems to me. I remember Newland said he had been talking to Eisai for over a year before they placed their order. That RNS was on 2nd Jan, eight months ago. The RNS about the first Astrazeneca order was on 24/04/2024, so five months ago. About time the next one landed! Hope it's Johnson & Johnson, Merck & Co, Bayer or some such. The Eisai one must have drawn attention to Angle. Eisai is a top 100 Japanese Company with a market cap of $49 billion, yes, billion.

All IMHO.

He's in a predicament with that one. Some poeple would not like him buying at this price. Anyway in yesterdays RNS he wrote this "discussions progressing with multiple additional large pharma companies". I was joking the other day one of them might be Andrex, he may be after some cheaper loo roll for his share holders. LOL! However if he is involved in discussions that might have a material impact on the toilet, sorry, finances he would not be allowed to buy.

All IMHO.