The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I was at the presentation and had the opportunity to discuss afterwards with the Angle representatives. Also discussed in front of a few people on this BB , you know who you are and was nice to meet in person. I believe they are extremely professional. My take, is that the company are doing really well on both the commercial and developmental sides of business. Total raised through shareholders has been about Β£130 million and shares in issue 260 million, therefore break even currently as a SP would be 50p π€. Clearly we are way below this value currently, but I see massive upside in coming year. The biopharmaceutical market are aware of progress and starting to take note, i.e. EISAI (60K patients in CTs), lots of others will be coming on board, these negotiations take time.
When will the company be cash break even ? Anticipated for end of next year. Hopefully not require and additional funding, milestone type payments will be generated over next 18 months i.e. downstream analysis, product sales are 'on-track', the much higher prices sales such as bio detect solutions will drive ahead going forward and prices are in the $3 to $5K region per test. CRO's will provide the analysis for Parsortix when the testing accelerates and conduct analysis on behalf of big pharma clinical trials. Angle labs would act as a 'accelerator and demonstrator' function, training the CRO labs to conduct assays in large volumes around the globe, with AGL selling the kits !!!
My take is that eventually, some monster Pharma will decide to take us over at multiples of the share price and they will control the narrative. I hope not, but my gut instinct is that its more than likely 'inevitable'.
I will continue to drip feed monies into this company, as I expect a significant return, as do a lot of the larger institutional investors who have supported the company to date.
I wish you all well.
Thank you to all the informed posters on this board. I think there is real potential here based on my basic research and I have taken a position today.
I am going to hold my shares here until at least the end of 24 and then see what the position is. Wishing all hold as well. Take care and good health π
I was at the presentation and had the opportunity to discuss afterwards with the Angle representatives. Also discussed in front of a few people on this BB , you know who you are and was nice to meet in person. I believe they are extremely professional. My take, is that the company are doing really well on both the commercial and developmental sides of business. Total raised through shareholders has been about Β£130 million and shares in issue 260 million, therefore break even currently as a SP would be 50p π€. Clearly we are way below this value currently, but I see massive upside in coming year. The biopharmaceutical market are aware of progress and starting to take note, i.e. EISAI (60K patients in CTs), lots of others will be coming on board, these negotiations take time.
When will the company be cash break even ? Anticipated for end of next year. Hopefully not require and additional funding, milestone type payments will be generated over next 18 months i.e. downstream analysis, product sales are 'on-track', the much higher prices sales such as bio detect solutions will drive ahead going forward and prices are in the $3 to $5K region per test. CRO's will provide the analysis for Parsortix when the testing accelerates and conduct analysis on behalf of big pharma clinical trials. Angle labs would act as a 'accelerator and demonstrator' function, training the CRO labs to conduct assays in large volumes around the globe, with AGL selling the kits !!!
My take is that eventually, some monster Pharma will decide to take us over at multiples of the share price and they will control the narrative. I hope not, but my gut instinct is that its more than likely 'inevitable'.
I will continue to drip feed monies into this company, as I expect a significant return, as do a lot of the larger institutional investors who have supported the company to date.
I wish you all well.
I was expecting strong growth in last months for CIRT, but average per month in last quarter was 84/month !!!!!
I anticipate a fund raise ....again and disappointed with growth. I will hold and see next steps..............
Some trades now LSE !!
Like a fool, I picked up another 50K shares. I must believe they are eventually going to fly. Taken from AZ shares I sold. However, these I will sell again when we hit 16p and will have as a trading pot, buying the dips and selling each time when in profit. The rest I will just wait for the gold at end of rainbow !!! π€π€π
Wishing all good health.
Have meetings all day, but at last evenings meeting. No placing expected due to expectation of sufficient revenue generation in next 12 months. Science driven and I am a long term holder. This will go past Β£1 before end of 24 !!
Have a great day all.
Global Frontier Investments today show a TR-1, expect a number of these over coming weeks. The RNS on 4th will filter through...................words such as 'transformational' and 'revolutionise' are not your average phrases !!!!!!!
ANGLE believes that molecular profiling of CTC-DNA alongside ctDNA from the same patient blood sample has the potential to revolutionise the way that cancer is treated. Ultimately, such combined profiling may enable oncologists through routine repeat blood tests to track the clonal evolution of the patient's cancer, informing on treatment decisions, monitoring response to treatment, highlighting drug resistance mechanisms, and signalling disease progression. This will serve to improve patient outcomes and to focus healthcare expenditure by supporting the best therapy choices and maximising the likelihood that treatment will be successful.
ANGLE will start using the clinical results announced today to support the offer of sample-to-answer DNA molecular solutions to pharma services customers using the combined CTC-DNA and ctDNA analysis.
AN : "Today's breakthrough is the critical next step post the FDA clearance to show in a sample-to-answer format the potential clinical value of NGS molecular analysis on a repeat basis of living cancer cells harvested from patient blood samples. ANGLE is committed to delivering transformational benefits to cancer patients through a simple blood test. This is a major step in this process and I am enormously proud of the ANGLE team in achieving this."
Yup, this will move at lightning speed when it rises. This morning after initial drop jumped over 7p in 40 minutes.
Brace yourself for later. Next week will be spectacular rise. Some clever folks are hoovering up !!!
Some monster buys totalling over a million shares on the bell at full ask of 31p.
Someone better prepare the rocket with fuel β½οΈ as tomorrow this is going skyrocketing after lots of FUD ππππ. The great thing about the rise today was the steady progression throughout the day.
This has so much potential.
Now I know why they were offering me above asking price at the 2.00pm. Crafty MMs. This is going to 35-50p by tomorrow evening and after next weeks briefing >>>> who knows π
SYN00GOLD
Posts: 2,297
Price: 26.25
Strong Buy
RE: SCREAMING BUY. = Placing @ 80p a share July 2022. 23.75 now!!!Today 14:06
MMs are DESPERATEY scrambling for shares to trade !!!!!
I can sell 150K shares in one trade at 27.5p now..........................
I'll sell a few at 35p !!! ππππ
MMs are DESPERATEY scrambling for shares to trade !!!!!
I can sell 150K shares in one trade at 27.5p now..........................
I'll sell a few at 35p !!! ππππ