Member Info for tomhuk2000

Chief Commercial Officer Brett Swansiger on:

“Journey of a DDR

Patient Sample: De-risking Preclinical and

Clinical Research”

Details:

• Advanced CTC isolation with Parsortix® FDA-

510k cleared capture technology

• Integration of CTCs with known DDR biomarker assays

• Provide strategies to minimize risks in the development of targeted DDR therapies

• Explore future approaches to evaluate DDR inhibitors based upon responses guided by

Parsortix enriched CTs

https://ddr-inhibitors-summit.com/speaker/brett-swansiger/

List of other notable Companies/Attendees: including Astra Zeneca, Novartis, Pfizer, Merck etc:

https://ddr-inhibitors-summit.com/program/speakers/

Thanks SandyR do you have a link to the TG board? Feel free to DM me.

One of us “rampers” is still here at least. I haven’t posted for the past 48 hours as I was criticised for posting the schedule of upcoming AGL events twice in one week (even though there was a new event updated on the website).

Four positive RNS’s this month and another 3 last month. We can’t have one every day sadly. Good luck to those that are invested and have a little patience.

All very positive.

“The Parsortix system is identified as the optimal technology for this purpose as, with Parsortix label-free microfluidic isolation, all phenotypes of CTCs can be harvested intact and undamaged providing easily accessible samples for molecular analysis with low white blood cell background.”

ANGLE Chief Scientific Officer, Karen Miller, commented:

"As the revolution in 'omics' data evolves, the importance of CTCs to extract genomic and phenotypic profiling information is becoming increasingly evident, providing valuable and potentially actionable data that, subject to further study, may be used to guide patient management decisions in a way that is not possible using only ctDNA."

https://www.londonstockexchange.com/news-article/AGL/potential-utility-in-precision-oncology/16297623

Thanks SandyR.

So, upcoming (confirmed) near term events:

- Next-Gen Immuno-Oncology Conference 7th - 8th March 2024 - London

- 8th Liquid Biopsy for Precision Oncology Summit February 28 - March 1, 2024 - San Diego

- 7th DDR Inhibitors Summit January 30 - February 1, 2024 - Boston

- AJ Bell & Shares Magazine Investor Event 6th February - London

Thanks SandyR, much appreciated.

Apologies Jane passions ride a little high when you're an actual investor.

Useful news:

- Boston DDR Inhibitor Summit 30th January

- AJ Bell & @SHARESmag Investor Event 6th February

- Ovarian & Prostate Study Results TBA

Also very likely:

AACR ANNUAL MEETING 2024

(American Association for Cancer Research)

April 5th - 10th 2024

Advances in technologies: "New Liquid Biopsy Technologies for Detection and Characterization of Cancer"

One last thing Bantham

I was posting on here when I came across news that is relevant (DDR symposium at the end of the month, useful diary dates etc). I have had to post on here every day as I have had to respond to the misinformation offered up by certain users that simply isn't true.

And to align yourself with Twogood in your last post... Well that says it all. Continual moronic posts that have zero credibility or fact. If that's the company you keep Bantham you have gone down even further in my estimations.

Bantham,

As you know. None of this is my own words as I have directly referenced the presentation. (But you know that) That is the hypothesis quoted by Newland in the Presentation (as you know), I used this as an example to answer Sangi's question of "why would a mid-large pharma/diagnostic company buy AGL?" (as you know)

And I stand by that... Further down the line if a large company (or if Eisai rolled this out across a high proportion of their studies) employed Angle's service offering re testing ($1000 to $5000 per test) across a large cohort of participants throughout their oncology study base and were paying AGL a fair bit of money, then yes why wouldn't that company cut out the middleman and buy it up. Simple cost effective M&A that will save the buyer money and generate them some more.

This is of course AGL's plan to have a product selling arm and a service provision arm. And as they stated in the presentation a Buyout at the right price would be hard to turn down. (But you know all this of course and twisted my words as a personal at me and a dig at AGL)

Just like Banthams’s post to me when the price was 11p:

“RE: Ref Jefferies 12 Dec 2023 22:43

Tomhuk - just got back from a nice dinner.

if Griffiths said that then IMO you should sell all your shares immediately.

I suggest if there’s one post you remember next year it’s this one.”

Oh wise sage Bantham, you’ll forgive me if I utterly disregard your investment advice. 😂

As ever Bantham your powers of deduction have lead you to the wrong answer (but that could be due to your one sided agenda re AGL rather than your intelligence).

As you and others will read, my point was NE stated in the presentation that the price per test was $1000-$5000 for the service arm of their business and an approximate 3-5 tests per participant.

And that using those figures at least we can now extract a ball park estimate for revenues for future contracts if we know how many participants the service is exposed to.

Simple, but of course you knew that already.

Link to article I posted yesterday re Pharmaceutical and Diagnostic takeovers of smaller diagnostic setups (like AGL)

and before I get accused of regurgitating a previous link I posted yesterday, even the most cursory of Internet searches will reveal many many instances of this kind of M&A activity.

https://www.360dx.com/business-news/diagnostics-ma-deals-skyrocket-2021-companies-have-covid-19-cash-burn

Despite the example I sent you in the article yesterday of Roche buying a diagnostic company Sangi lol

But let’s go with what you’re saying. Ok, what about a large/major pharmaceutical company with a decent diagnostic arm to their business, or a much larger diagnostic company buying Angle. Happier?

Hi Sangi,

It appears your post has been deleted. But I am referencing the one about "AGL only having the capacity to harvest CTC and it being prohibitive for companies to bother with as there's no facility to "do" anything with said cells once harvested."

Your comments only take into account the product arm of AGL and refers to Parsortix standalone sales. But the Services arm of AGL covers your concerns.

If you would care to watch the presentation from 12:30 onwards it covers this topic. The Portrait+ Antibody Staining Kit (Launched in November at San Diego Breast Cancer Symposium) remedies this and allows pharma companies to assess the CTC's captured downstream.

Also with regards to HER2 they are of course developing a HER2 assay kit for this purpose too, in partnership with Bioview (of which they are earning £1.2m during the development stage)

So it would seem that AGL have previously shared your concerns Sangi and have been working to remedy these issues to make it more commercially viable... And this is why I invested heavily in November.

Link to Presentation: https://www.proactiveinvestors.co.uk/companies/news/1038642/angle-plc-present-at-the-proactive-one2one-investor-conference-january-11th-1038642.html

Yes I believe so. I can vouch for this as an industry man. These things take time.

Sangi,

If you read my post, the emphasis was on the fact we now have some ball park costings to work with due to the quoted “per test” price plan quoted in the presentation. (Some on here have been critical of not enough detail on potential revenue, so I assumed this would help)

So moving forward we can estimate revenues based on participant numbers.

Only trying to be helpful here and haven’t posted anything that wasn’t a direct quote from the CEO.

Sangi, if you don’t want to grow up old and lonely try not to take that arrogant tone with people. It’s not a nice trait.

These aren’t my numbers.

Watch the presentation. I’m basing it on the figures Newland quoted (also referenced on the pdf slide).

PDF and Presentation link:

https://angleplc.com/wp-content/uploads/2024/01/ANGLE-Presentation-Proactive-Investors-11jan24.pdf

https://www.proactiveinvestors.co.uk/companies/news/1038642/angle-plc-present-at-the-proactive-one2one-investor-conference-january-11th-1038642.html

It’s very useful to have some detail re the potential rollout revenues if the Eisai pilot study is a success.

It certainly allows us to extrapolate ball park estimates for future contract wins.

According to Newland Parsortix adoption would involve 3 tests minimum per participant (pre treatment/study - During - Post study (potentially more post study tests too)

He also gives us the price bracket (for Eisai) at $1000 to $5000 per test (closer to $5000 he said for Eisai)

So moving forward we can estimate revenues within this range based on participant exposure for each contract win study and total company study participants (Eisai 60,000 oncology participants Approx) etc.

Looks like a good earner to me.

“ Great to get more detail from #AGL CEO Andrew Newland on the new Eisai Pilot Study, in particular some revenue estimates to work on

If the study is a success each test will be bring in between $1000- $5000

CEO Newland: “With Eisai it’ll be closer to $5000”

https://x.com/redditdeluxe/status/1747890730570244211?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Https://x.com/redditdeluxe/status/1747890730570244211?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

I've said all I have to say on revenues and why I am invested so I'll sit this one out. One positive though Sangi. Those last two messages were the first that weren't either condescending or mildly abusive from you for a while. So every cloud!