Member Info for Malachi

Difficult to know how long, as the FDA are very picky. This is sensible given the litigious nature of Americans. AGL have taken on several US cancer specialists who will no doubt be lobbying the FDA in return for their fat retainers. This is what the RNS 25th July said: ANGLE is seeking to become the first company authorised in the United States to harvest cancer cells from patient blood. Securing FDA approval requires extensive, detailed work to meet the requirements of the FDA's necessarily thorough and comprehensive review. Dialogue continues to be positive and ANGLE is committing substantial management resource to the process. To support this, ANGLE has taken on additional external support from a number of leading experts with a track record of successful FDA authorisations for similar diagnostic systems. Whilst some additional studies are still required, we remain positive about the prospect of achieving FDA authorisation and believe that once achieved, this will give the Company a further major advantage in the market. Sometime 2016 is my uneducated guess.

These so called metrics in the RNS sound very flaky to me. Unconvincing.

FDA approval will be the game changer. This can be a very slow process.

We are in an information free zone here. Is it not time for the BoD carer to give PIs a tiny clue - in plain language - what the commercial prospects are for the technology they have bought into?

There is a report in today's Times p22, of work done by researchers at Cambridge using 'liquid biopsy' ie blood to track the porgress of a breast tumour as it spread through an unfortunate lady, including identification of a brain metastasis before it was large enough to be picked up on a CT scan. I assumed that this is the Parasortix system, but then wondered if any one else is producing a symilar system - ie competition for Angle. I have not heard of any competition; has anyone else any info? If this is indeed Parasortix, then it is shown once again to be an incredibly valuable research and clinical tool. If this was Parasortix I am surprised there was not an RNS to go with this important Cambridge announcement.

If / when FDA approval is obtained, this will fly. It will not be a long haul once it happens.

If they are not getting all their supplies from Korean mills, why should they sell all the zinc concentrate back to the Koreans at less than the true cost? Surely they could make high grade Zno2 from the 48,ooo tons imported and flog it at a higher price.

Does AGL have any known competitors in the field of liquid biopsy (ie blood) for the early detection of primary / metatstic tumours? If AGL is alone out there, with well protected IP, this is a huge winner.

As i said in a previous post, the science behind Cronin is incomprehensible to me. More to the point is whether the science will ever be commercially important, and in what time frame. OXA - as it was - showed that it was clever at making one surface stick to another, but the commercial applications did not seem to materialise. Can we be more confident that this complete change of direction will do any better ? Looks as though i will have to sit this out for a few more years.

Incomprehensible

This also happened in mid April, and after a wobble SP remained significantly higher than previously. No clue as to why it happened then, or why now. A very sleepy company.

The Today program will be getting a bit of a reputation for duff items. A week or two back it was the gusher under Gatwick, now this non starter. Parasortix is in a different league, hence 2 well received abstacts at the American Cancer meeting 2 weeks ago.

Price doubles in 5 days and todays volume 3.3 milllion. This seems to be a tad more than random volatility Someone surely has an inkling of what is happening? Should n't OXA make an announcement saying they do not know why there is this activity if they have no knowledge of anything that might explain it?

This is powerful. The ability to be able to isolate a single cancer cell from peripheral blood (even in an artifical set up as described here) is presumably applicable to other tumours. It widens the scope of application of the Parasortix process, An abstract is usually followed by a peer reviewed publication, and the author has previously published in the New England J so this abstract is likely to be followed by publication in a journal with a high impact factor. Can only be good for the sp, although getting FDA approval may take time.

I thought the date of Final / interim Results was normally announced well in advance. To be told they did not know perhaps meant you got through to the office cleaner. Worrying, though.

SPA: SFA for shareholders

Unlovely and unloved.