Member Info for Phantom25

Easiest most flexible tax avoidance if you have filled your ISA is a spread bet

T20. sort of trade now pay later arrangement. 20 days credit

Tom do not worry AN will not sell AGL off cheap. He's already fought off a buy out attempt many years ago. Braveheart attempted to rally support from large investors, but it failed AN was stubborn. It may have even been before Parsortix was to be used for CTC capture. Parsortix original design use was for collecting fetal cells in mothers blood, nothing to do with cancer. Rumor has it he rejected £2.50

Exactly Miavoce, what is it only 1 in 4 with the correct status? So 75% of a 100k treatment is wanted at present

Think I've talked myself into buying more tomorrow, but I shouldn't, got too many as it is

That is the next stage down the line the Pathology lab and we want a piece of that also

Another point to consider when talking about the US, is that it is private health insurers that are footing the bill for biopsies. They will demand a £150 Parsortix blood test instead of a multi thousand dollar surgical biopsy. This is what FDA approval is all about, it will certify Parsortix is an unarguable alternative

Lets use an example, years ago my father found a lump on his neck. He saw GP got referred to a specialist, had a second appointment that required an operating room a surgeon a local anaesthetic, clean up afterwards of equipment etc. Al that could be replaced with blood test at either the GP or specialist. It is going to save a fortune

That would make for an interesting queue at a nightclub door

I don't think FDA is approving as a screening device. I am assuming Parsortix will be used along side a scan if you suspect a tumor. I think it is about an hour to run a test including clean up

I have no idea how quickly sales will escalate, need an industry expert to comment. The machine costs peanuts, but the labs will have to adjust to the new technology and I just don't know how long that will take.

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If you want to estimate potential income, start with assuming 1 machine with reasonable use for one shift could earn £1000 profit per day. So know guess how many machines around the world will be in use. US and Europe carry out about 10M surgical biopsies a year for breast, gastro and prostrate cancer alone

The recent SP rise is not driven by any fundamental value, it is purely sentimental.
If you had to value the company as it stands now, it has virtually zero sales, burns money on salaries and rent, does not have any labs providing income and has no cash or assets apart from one. The Parsortix IP. I wouldn't know where to start to put a value on that, but if you think that a big Pharma would pay £200M for it, that still justifys a SP of £1

You use PE ratio to calculate SP, although there are some assumptions, like sustained income going forward. A reasonable PE ration for the industry is about 20. So if labs put company in profit by 20M. Mkt Cap = PE ratio × profit = 20 × 20M ...Mkt cap = 400M. = £2 per share

I had a vaccine yesterday at a site vaccinating about 1/minute. There was strict distancing, strict mask wearing, constant wiping of hard surfaces and all doors windows open. It was obviouse they knew positive people where walking in.

In other words, if the labs put the company in profit by 10M/year the current SP is about right

What I'm suggesting is that IF AN gives an estimate of income from the labs, that would support the SP now. The FDA risk is eliminated. I'm not saying that is going to be the case, just athought.

If we get news that suggests the 2 labs would support the current SP, we are on to a winner, FDA or no FDA

Don't think it is a problem, they already know they are vaccinating inflected people. Why would you waste 3mln tests per week