Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Gene-sequencing company Illumina acquired cancer-testing group Grail for $8bn, we are now working with Illumina.
ANGLE is engaging with Illumina, leading KOLs and oncologists to seek their input and consideration of the benefits of the combined ctDNA / CTC-DNA approach giving a new and unique insight into cancer clonal evolution. The early stage responses have been encouraging.
Illumina Bid for multiples of current sp.
#AGL - Research Note just out from Logica2me Investments. They only just went and said STRONG BUY and target of 156p
"Logica is an investment advisory firm that relies on rigorous research & education to build thoughtful, resilient strategies that achieve well-defined objectives.
Our highly disciplined investment management services focus on volatility trading and asymmetric payoffs. Logica has developed and refined cutting-edge and differentiated proprietary trading strategies to generate alpha from Long Convexity/Volatility.
I know who I am listening to.
Hold onto these golden tickets. Presentation on Thursday could reveal more market breaking news or before. Market does not grasp how good the last rns was. This is going to be alot higher come end of 2024.
Listen closely to 2m52s - “from our point of view screening or quantifying a larger number of MUTATIONs would be a more ACCURATE approach than only quantifying specific hotspots”
https://youtu.be/gWbK4WxyMz0?si=ww0i3h-uB61ovse_
-
Take the above and realise it only applies to ctDNA (dead cells).
-
Why did the share price go ballistic? BECAUSE Widely accepted actionable DNA variants (cancer MUTATIONs) were IDENTIFIED in CTCs that were NOT PRESENT in the ctDNA from the SAME BLOOD DRAW in 70% of breast cancer patient samples, 70% of lung cancer patient samples and 60% of ovarian cancer patient samples. KEY POINT - if screening/quantifying MUTATIONs is to provide a more ACCURATE APPROACH - then AGL just knocked the ball out the park!
-
I think @Miavoce likes to throw numbers around - so here’s something to play with. Two (2) trials are mentioned in the above vid - NADIM II and ADAURA. In the context of patient monitoring (cassette sales) maybe these are potential timelines?
•Before treatment
•After treatment
•Every 3 months during the 1st year
•Every 4 months during the 2nd year
•Every 6 months thereafter
-
NADIM II Trial:
https://www.nejm.org/doi/full/10.1056/NEJMoa2215530
ADAURA Trial:
https://www.nejm.org/doi/full/10.1056/NEJMoa2304594
-
Why post the trials?
NOTE - Key Market Players in trial Funding.
NADIM II - Funded by Bristol Myers Squibb and others
ADAURA - Funded by AstraZeneca.
-
Will Key Market Players be interested in AGLs clinical study results? Can’t be ignored IMO.
-
ATB
Q&A parsortix is not designed for diagnosis but precision care. Very positive. Form 26min
https://www.youtube.com/live/mSPWNtC1OwY?si=Lldyiw5OpgBHw1g9
Angles FDA clearance relates specifically to MBC. However, future applications for example Ovarian, Lung or Prostate would most likely take the 510k application route. This being much quicker & considerably less expensive.
In addition the commercial aspect of wider use was addressed in answer to a question during the last Investor meet Company presentation with Q&A @ 36:00
Https://www.youtube.com/watch?v=JEGA5EKP9h0
From another bb. Shows how transformational the news was.
Last sentence emphasised in bold to highlight what a few are not quite grasping , or choosing not too…….
“Another huge mover was Angle plc (up 145 per cent), which has developed a technology that draws a liquid biopsy that essentially tests for cancer by identifying microscopic circulating tumour cells.
The company's latest innovation involves the expansion of its Parsortix system, which now includes DNA molecular analysis.
This advancement allows for the detailed examination of both circulating tumour cells (CTCs) and fragments of DNA released by dying cells (ctDNA) from a single blood sample.
In a recent study involving 47 patients with breast, lung, prostate and ovarian cancers, ANGLE's technology successfully identified key DNA mutations in CTCs that were not detected in ctDNA.
This finding is particularly significant as it includes mutations that are targeted by FDA-approved cancer drugs, yet were missed by traditional ctDNA analysis”
https://www.thisismoney.co.uk/money/markets/article-12930315/SMALL-CAP-MOVERS-C4X-Discovery-cashes-deal-pharma-giant.html
Mr K.
Quibble til the cows come home - I remain focussed on the ultimate goal here - PRECISION MEDICINE!
-
Collaborative/partnership working is the future for AGL. To build something - it’s done brick by brick.
-
The words - Genomics, Transcriptomics, and Proteomics were thrown at us by AN in the EISAI RNS.
-
•GENOMICs is the large-scale study of all of the DNA that makes up a given organism or system.
•TRANSCRIPTOMICs is the study of the complete set of RNA produced by the genome of a given organism or population of cells.
•PROTEOMICs is the large-scale study of a set of proteins that are produced and/or modified in a given organism or system.
•From the RNS “The use of CTC biomarkers in clinical trials is a RAPIDLY GROWING FIELD“
-
The introduction of next generation sequencing (NGS) for DNA sequencing has SIGNIFICANTLY ACCELERATED the study of GENOMICs, allowing for many discoveries that are ADVANCING science and human health. This is particularly true with the ADVENT of PRECISION MEDICINE.
-
I previously highlighted the increased investment coming to the sector and government support. The NHS quote “Our vision is that the power of genomics in predicting, preventing and diagnosing disease, and targeting treatment is accessible to all as part of routine care in the NHS”.
“Our ambition over the NEXT FIVE YEARs is to ACCELERATE embedding the USE of GENOMIC MEDICINE across the NHS, providing a world leading, equitable service to populations and individuals”.
https://www.england.nhs.uk/wp-content/uploads/2022/10/B1627-Accelerating-Genomic-Medicine-October-2022.pdf
-
Do some still question AGLs ability to add value to this market? Think:
•Drug development
•Drug trails on patients
•Patients Monitoring (before and after drug approval).
-
Tie yesterday’s RNS with all the above and it all makes sense. Dr Karen Miller nailed it “We are particularly excited about finding such high levels of ADDITIONAL VARIENTs in the CTCs that are NOT present in ctDNA, as this provides potentially additional information for the clinicians on which to BASE their TREATMENT OPTIONs."
-
I also liked point number five (5). As well as the unique insight provided by DNA analysis of the CTCs harvested by the Parsortix system, the CTC sample offers the potential to EXTEND the ANALYSIS from DNA to RNA, protein, and morphological analysis of CTCs and CTC clusters, all of which together make the intact living cancer cell (CTC) the best sample for repeat non-invasive testing to DRIVE PERSONALISED CARE for cancer patients.
-
I am pleased to see long standing/knowledgeable AGL holders stand firm on a BB that has once again become saturated with garbage.
$100 Billion Liquid Biopsy Market in the US alone.
“Parsortix system is the ONLY liquid Biopsy solution with FDA product clearance for harvesting intact cancer cells from patient blood for analysis”
Now have a re-think on value here.
Fir those not seen...
From another bb. Shows how transformational the news was.
Last sentence emphasised in bold to highlight what a few are not quite grasping , or choosing not too…….
“Another huge mover was Angle plc (up 145 per cent), which has developed a technology that draws a liquid biopsy that essentially tests for cancer by identifying microscopic circulating tumour cells.
The company's latest innovation involves the expansion of its Parsortix system, which now includes DNA molecular analysis.
This advancement allows for the detailed examination of both circulating tumour cells (CTCs) and fragments of DNA released by dying cells (ctDNA) from a single blood sample.
In a recent study involving 47 patients with breast, lung, prostate and ovarian cancers, ANGLE's technology successfully identified key DNA mutations in CTCs that were not detected in ctDNA.
This finding is particularly significant as it includes mutations that are targeted by FDA-approved cancer drugs, yet were missed by traditional ctDNA analysis”
https://www.thisismoney.co.uk/money/markets/article-12930315/SMALL-CAP-MOVERS-C4X-Discovery-cashes-deal-pharma-giant.html
Mr K.
From another bb. Shows how transformational the news was.
Last sentence emphasised in bold to highlight what a few are not quite grasping , or choosing not too…….
“Another huge mover was Angle plc (up 145 per cent), which has developed a technology that draws a liquid biopsy that essentially tests for cancer by identifying microscopic circulating tumour cells.
The company's latest innovation involves the expansion of its Parsortix system, which now includes DNA molecular analysis.
This advancement allows for the detailed examination of both circulating tumour cells (CTCs) and fragments of DNA released by dying cells (ctDNA) from a single blood sample.
In a recent study involving 47 patients with breast, lung, prostate and ovarian cancers, ANGLE's technology successfully identified key DNA mutations in CTCs that were not detected in ctDNA.
This finding is particularly significant as it includes mutations that are targeted by FDA-approved cancer drugs, yet were missed by traditional ctDNA analysis”
https://www.thisismoney.co.uk/money/markets/article-12930315/SMALL-CAP-MOVERS-C4X-Discovery-cashes-deal-pharma-giant.html
Mr K.
Now have a re-think on value here.Big Pharma can not ignore this...
Amazing results. Shows power of Parsortix.
"Actionable variants identified in our patient cohort in the CTCs that were not present in the ctDNA included variants targeted by widely used drugs from many large pharma companies, for example:
-- PIK3CA (E545K): Alpelisib (Piqray(R) ) marketed by Novartis
-- EGFR (T790M): Tagrisso (Osimertinib(R) ) marketed by Astra Zeneca
-- ESR1 (K303R): Elacestrant (Oserdu(R) ) marketed by Menarini
-- MTOR (T1977K): Everolimus (Afinitor(R) ) marketed by Novartis
-- ERBB2 (R678Q): Trastuzumab, Pertuzumab, Neratinib, Afatinib marketed respectively by Astra Zeneca, Roche Genentech, Puma Biotechnology, and Boehringer Ingelheim
$100 Billion Liquid Biopsy Market in the US alone.
“Parsortix system is the ONLY liquid Biopsy solution with FDA product clearance for harvesting intact cancer cells from patient blood for analysis”
Now have a re-think on value here.