Member Info for Thompi

Steve, please don’t bring your gripes from the THG board on here. A) I’m not interested, B) Moni is a LTH in this company, C) it’s a bit of a **** thing to do.

James, I think in Mulder’s case all three apply - he definitely has an ulterior motive, is a bit strange and needs to get out more. Bless him.

Thanks Bojo, for a really nice and constructive post. Cheers mate, it genuinely is just what I needed. Thanks again and good luck with AGL and hope Scancell keeps going well for you.

Beginning to feel a bit disillusioned to tbh. Every single top up in the red and over 50% down overall. To make matters worse I can see us drifting back into the forties.

I compared the prelim results presentation slides (28/4/22) to the interim results presentation slides (29/9/22). We have actually lost a pharma customer - the total has gone down from 5 to 4 customers. In terms of commercialisation we have added no new customers and had no repeat orders between the two results dates.

April Presentation (page 8)
– five customers on-boarded, repeat business with two early customers
– discussions with multiple other potential customers in progress

September Presentation (page 9)
– four customers secured to date, repeat business with two early customers
– numerous others in discussion

The reduction in customers was queried with Andrew Holder and he replied -
“One small project has been placed on hold, prior to starting the work, whilst the customer reviews their internal budgets. We expect this to resume in due course.
As we have previously communicated, we have multiple discussions ongoing with potential pharma services customers and that activity has increased since FDA clearance.” (20th June 2022)

Unfortunately it would appear that the customer hasn’t resumed the work and despite the other “multiple potential customers” referred to in April we have not signed up a single new one.

Yes we have had our first distribution agreement, but where is the progress with Pharma customers? Yes AGL are in discussions with twenty potential customers, but look back further to September 2021 and the statement was a similar “Discussions with multiple potential customers initiated”.

I have backed my conviction with AGL with a chunky investment. I am not trying to have a cheap pop at the company. But I am getting concerned. I would hate to crystallise a substantial loss and I think a lot of things are going on behind the scenes, but if it doesn’t translate soon into commercialise progress I will consider reducing my holding. I don’t want to risk losing more money.

I have tried to attach the presentation slides for reference.

https://angleplc.com/wp-content/uploads/ANGLE-31DEC21-Prelims-Presentation-28Apr22.pdf

https://angleplc.com/wp-content/uploads/ANGLE-2022-Interims-Presentation-29sep22.pdf

Evening Lordbling, maybe worth you having a look through the results presentation slides. If you haven’t seen the full presentation it’s definitely worth listening to, there is a lot of detail in it.
Sorry about the short response, I’m a bit stuck for time. Can get back to you tomorrow if you want more info.

https://angleplc.com/wp-content/uploads/ANGLE-2022-Interims-Presentation-29sep22.pdf

A lot more trades today - 67, compared, for example, to yesterday where there was only 19. Most days it seems to be in the mid twenties. We just seem to be treading water at the moment with the SP stuck in the fifties awaiting a catalyst.

Well called AgentB, thank you.

https://www.thisismoney.co.uk/money/investing/article-11471939/MIDAS-SHARE-TIPS-life-sciences-start-wealth-booster.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html&_ga=2.261764557.1739495891.1669545659-1809660832.1607947364

Courtesy of Arthur on ADVFN, it is a Midas share tip for CLS.

https://twitter.com/tima441/status/1383344733368422400?s=61&t=1c-F5JRDrHap8ftNQkYJ2Q

You could also try the above. The link is in Tim’s tweet. You have to be careful on LSE about putting direct links on. They suspended me on a previous occasion.

Thanks GG1111, it’s good to see both POLB & Imutex mentioned in the list of “Leading seasonal influenza companies”.

(I wonder how the “monetisation” of Imutex is progressing)

If the IPO is successful, they seem keen to deploy the capital relatively quickly.

“The Company intends that the Net Issue Proceeds will be invested as quickly as practicable following Initial Admission. The Investment Manager estimates that the Net Issue Proceeds should be substantially invested or contractually committed within six months of Initial Admission.” (Source - Prospectus)

A discerning poster then noticed that there were differences between the distribution agreement map in the results presentation to the one shown in the Jefferies presentation. There were more areas coloured blue in the Jefferies slide, which appears to denote that more distributor agreements may be in place. He has emailed AGL for clarification.

I use all three boards - ADVFN, LSE & Telegram, there is a lot of good information on them. If you are not on Telegram I would recommend giving it a go. I doesn’t have the advantage of title threads but is very flexible for posting screenshots and other information. It also can alert you to new posts and is a nice friendly board.

Just following on from what Bojo has said, I think the Telegram posts we are referring to are as follows.

“The presentation slides for the Jefferies London Healthcare Conference 15th-17th November 2022 have been put on AGL’s website.

There is a lot of overlap with the results presentation slides. However, slide No.9 is new, which is about the poster presented at the ISLB Congress in October.

There is also an Additional Information section, which some people may have seen before, but if you haven’t it’s interesting to have a flick through”.

https://angleplc.com/wp-content/uploads/ANGLE-Presentation-Jefferies-London-Healthcare-Conference-Nov-22.pdf

Yes Robbo, I’m assuming it was this one that you are referring to “ information suggests cohort, sadly, had to have an addition and is still ongoing.”

Keep on going Wyn, don’t be bullied off the board. There is nothing wrong with adding a bit of balance.

Of course I want AVA6000 to succeed, it would be fantastic and a pivotal moment in cancer treatment. I am very optimistic. Would I put all my cash into AVCT, take out a loan, put the house on it? No, because it’s not a dead cert. I don’t have such a confirmation bias that I dismiss every other view with insults and abuse.

Interesting what the IC article said about the spin-off valuations, saying that although they are difficult to value “FinnCap have given it a stab, valuing them at £60mn, or almost the same as hVIVO’s entire market capitalisation.”

But it does beg the question, what was CF thinking of when we he said that DIM would be monetised by Christmas 2020 and then in the New Year and then Spring……

I re-listened to a Shares interview on the 16th December 2020 where CF acknowledged it wouldn’t happen by Christmas that year but said it was imminent. This is some of what he said -

“I think people are getting impatient waiting on an answer on wearables. So bear with us. We're not far away. We have a lot of wearable companies now because we do have the world's largest database of infectious disease progression data. I'd be surprised if we are not announcing a number of deals in that space. And that's a number of deals, because your new arrivals, your smartwatch, wants to tell you what's wrong with you. We've got the data, we've been infecting people for 15 years…….. I would imagine we'll have a number of wearable deals in quick succession as we get into the new year.”

Those of us who watched CF’s presentations in 2020 will remember CF and his “beep, beep, beep” description of a smart device notifying the wearer of flu, COVID etc.

I appreciate that now the market is very unconducive to getting IPOs off the ground. But Jeez CF you didn’t half spin us some blarney over the last two years.

Apologies Waynesmith. It has got out of hand today, which I have also contributed to.

Thanks Bermuda, you are absolutely correct. I have just found the poster in AGL’s library.
https://angleplc.com/wp-content/uploads/Morphological-Characteristics-of-Malignancy-in-Circulating-Tumor-Cells-09Sep22.pdf

AGL have put an article, albeit a fairly brief one, in November’s edition of the American Journal of Clinical Pathology that mentions their Onc-ADaPT clinical laboratories.

https://academic.oup.com/ajcp/article/158/Supplement_1/S50/6814848

Hope the link works ok.

Bojo, I will select the drug development category - specifically the enrolment/selection of patients for drug trials.

I’m paraphrasing from an emailed reply from AN to a query from Tim on the Telegram board. AN confirmed that analysis of a blood sample by Parsortix could assist in patient selection for drug trials. It could give up to date information and identity suitable patients as well as eliminating unsuitable ones, without the need for an invasive biopsy, thus “allowing smaller and more cost effective trials…”

The context of Tim’s question to AN was a recent article published in Fiercebiotech about a company having to suspend their trial because of the lack of suitable participants. “After a fruitless search for patients with a specific type of prostate cancer, Janssen is suspending a phase 1 clinical trial that was being conducted with ESSA Pharma’s experimental small-molecule inhibitor.”