Member Info for researcher1

I'm liking the more upbeat recommendations - superiority is clear, especially in morphology - and the phrase "might be integrated...in the near future" is prescient.

Thompi, you did mess up a little with your initial buy, but TBF I was still buying up to 130, albeit small quantities, and like you I've been adding where I can on the way down. For me 125 is 'par' at the moment - witness AN persuading someone to take all his 1M shares at that price, so happy to buy until we get back there, then wait for global domination :-)

intriguing discussion/ speculation on this thread. I feel FDA was priced in at 140 (though it is worth far more in the medium term), but the raise at 116 and the AN option sale at 125 has dented enthusiasm a little, perhaps understandably. I'm hoping a couple more contracts come through before the FDA to solidify that 125 base (that AN has such ease selling into). FDA news will be heavily bought into in the US - I'm expecting an initial 150 then considerable Buy/sell jostling for a day or two, before it moves steadily up to hit £2. Hopefully that will provide a base to move to £4 by 2023 (AN's performance options) - and who knows beyond that. Sicilian Kan has the numbers - if Angle dominate the space then the SP gets eye-watering. There will also be the threat/temptation of buyouts around the £8 mark IMO. What fantastic, innovative technology to be a part of though!

seems a bargain again now - with their IP, patents, permissions and contracts surely Eden are a takeover target? - a large company would scale up, promote and sell Mevalone etc on a truly global scale - to the benefit of all mankind...and themselves...

the 900s were sells, countered by some big buys. Not really significant - the big moves lie in wait ....

don't ask me pet - someone has a plan. Mine is just to sit on my (trading) hands for a few years. Each to their own....

that's one weird trading pattern today - most often a good sign - strategies in play, rather than gut feeling....

hmm, I thought it was 20,000 tests Phant - but either way you are correct, I'm seriously underestimating....

hard to find anything bad in there - obviously a successful detection rate would unlock large repeat revenues, so the better outcome.

well, as you know, I thought they would wait until Monday when AH returns from leave. Not complaining though. Modest contract but with much bigger future potential. A rough calculation suggests each clinic could earn £4M pa at capacity, so we are about a sixth of the way there, within 3 months of opening. FDA will turbo boost contracts and direct sales, but I would also like to hear plans for the next clinic.

absolutely Bojo, but he doesn't want to be on a beach when it drops, and, the ones he will know are coming are the clinic contracts.....

I had a 'I'm on leave' message from Andrew Holder (IR) today - returning August 2nd. Makes me think this August will be very different from the standard sleepy month....

PJT I agree - eye-watering potential here

it does explain some of it Leem, but if revenue had hit expectations, the SP would be around 80p, meaning it should be around 70p with a 13% miss. It looks excellent value now.

bought £10K first thing - news is good despite the revenue fall, and if negotiations come good that could easily double the SP.

as Tom says - 50% profit down the drain if the FDA approval drops (or a big contract in the clinics). LTH are so much in the blue they can afford to sit tight ... However, FDA would only be the beginning, so there is an argument to buy on news...

by "update" do you mean FDA response? - that could come anytime now - my bet is late August, but who really knows? As to clinical contract updates, equally, any time soon, most likely September but others will be being signed already, probably too small to mention yet...

that will be useful elrico - holders appear spooked by what appears to be an unnecessary delay in releasing conclusions and plans as a result of the trial...not to mention global issues....

great posts Malachi and Tom - very much agree that Angle's highly focussed approach is the way not to spread unnecessary anxiety, or to deploy treatments unnecessarily, and to fine-tune curative regimes.

yuyus, each FDA application will be specific to each type of cancer - it's how they work - but the good news is that successive submissions can be much briefer than the De Novo, take less time, and cost much less (£500K), as there is already proof of concept.