Member Info for tomhuk2000

Leave me out of this one, I have enough fires to fight on this board.

A quick Google search was all it took to prove you were wrong and yet again trying to manipulate this board with misinformation.

My own research is more extensive hence why I bought heavily here at 11p and am sitting on a tidy profit and looking forward to ANGLE helping my portfolio along whilst improving the cancer research industry.

Anyway, for the good of other users of this board lets cut the bickering.

I just did a quick google search and posted the first article I could find. I could do more extensive research and prove that you're in fact incorrect to a greater degree than I just have Sangi.

Amusing to see your last post criticising the wardrobe choices of the participants of the presentation. Your hands must be sore from clutching at all those straws? This is all getting a little desperate now isn't it?

Hi Sangi,

Always the charmer.

Here's an article you might find useful: https://www.360dx.com/business-news/diagnostics-ma-deals-skyrocket-2021-companies-have-covid-19-cash-burn

And some excerpts:

"Seventy-two mergers and acquisitions occurred in 2021, up from 54 deals in 2020 and topping the most recent high of 58 deals in 2017. Four of those deals each totaled more than $1 billion, excluding Illumina's completed $8 billion acquisition of Grail, which was announced in 2020 but closed in 2021 despite regulatory pushback.

Included in the analysis are deals in the molecular and non-molecular in vitro diagnostic spaces that were announced or completed last year. Only acquisitions of an entire company were included.

"Although many smaller deals totaled less than $50 million, there were four major acquisitions in the diagnostics space: Quidel's recently announced $6 billion acquisition of Ortho Clinical Diagnostics; PerkinElmer's $5.25 billion deal to acquire BioLegend; Roche's acquisition of GenMark for $1.8 billion; and DiaSorin's acquisition of Luminex, also for $1.8 billion."

"In the past few years, Roche has been building out its diagnostic channel, with its acquisitions of Foundation Medicine and Flatiron Health, and the GenMark deal is another feather in its cap. Brennan said Roche's strategy has been to "look for where they don't have good tech yet" and acquire companies that can offer that tech, allowing Roche to introduce the technology through its global distribution channels. In another diagnostic deal, Roche purchased infectious disease molecular test developer TIB Molbiol in 2021 for an undisclosed amount."

"Cancer has thus far been at the forefront of liquid biopsy offerings, but Brennan said that will certainly broaden out in the next five years, expanding beyond oncology to autoimmune disorders and infectious diseases. But cancer testing does continue to be a focus for M&A, with Veracyte buying Decipher Biosciences for $600 million, Laboratory Corporation of America spending up to $575 million to acquire cancer genomics firm Personal Genome Diagnostics, and Hologic purchasing Biotheranostics for $230 million.

As a broader channel, molecular diagnostics companies are the hot ticket item for acquirers. Many of the previously mentioned deals — Roche and GenMark, Roche and TIB Molbiol, and DiaSorin and Luminex — as well as some others, including Hologic's $159 million purchase of Diagenode announced in March and its acquisition of Mobidiag for $759 million, as well as Co-Diagnostics' purchase of Idaho Molecular and Advanced Conceptions for up to $50 million, involved molecular diagnostic companies."

Well, I think if the financials add up a pharmaceutical company of some description will buy them out. And as per the presentation at 31:20 approx the CEO and CFO seem to think a buyout would be a definite possibility.

So, with all due respect Sangi I think I am going to have to lean toward the opinion of industry professionals than some guy on an LSE BB who isn't even invested in the company and obviously has a nefarious agenda.

Anyway, we are probably going to have to agree to disagree on this one Sangi before we ruin this board even further with idle bickering.

Hi Sangi, always a delight.

If a company that you term as "mid to large" like Eisai rolled out the Parsortix system throughout their 60,000+ participant studies (as hypothesised in the presentation) and were paying out $180,000,000 to $900,000,000 ($1000-$5000 per text as quoted in the presentation - I don't want you accusing me of making stuff up). Then why not buy the company for £250,000,000+?

Or if one of your "Major" pharma's took up the parsortix mantle and rolled it out across their much larger cohort for multiples of what Eisai paid then surely that would make financial sense for them.

It's very basic cost-effectiveness and small change for a big pharma.

What a moronic comment TwoGood. Although it’s what we come to expect from you so par for the course.

The whole point of successful M&A activity from the perspective of a large pharmaceutical company is for the large company to see the potential in smaller companies that are loss-making or breakeven so they can pay a more reasonable amount for said company.

They do not want to buy a company that is raking in the cash (in an ideal world) because they will have to pay multiples of what they would when the company had little revenue, but huge potential.

What a waste of time for everyone here who is answering your foolish posts. Time to report, block and move on to discussing the company with more competent individuals. Maybe even some who are actually invested!

Presentation timestamp: 31:21

"If there was a cash offer of multiples of the current SP it would be very difficult to resist."

“One of the key points Newland makes from the #AGL Presentation (see video attached to tweet)

Note: this would be an ideal case scenario but even a fraction of this revenue would rerate the current SP in a Major way.

Example of potential revenue if the Eisai Pilot Study is a success & is implemented at each stage across their 60,000 trial participants:

60,000 x 3 tests per participant = 180,000 @ $1000-$5000 per test = $180m-$900m

Current MCAP £46m”

https://x.com/redditdeluxe/status/1747614419910066423?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

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

I noticed that LSE are taking a firmer approach today, with deleting some of the borderline libellous posts by a certain user.

Oh dear. Looks like he/she has aggravated some other more proactive investors on Twitter:

“ Libellous guff from TwoGoodToDie on @LondonSouthEast #AGL bulletin board.

Incessant misinformation and libellous attacks on the company.

I’ve informed Ian Griffiths CFO of ANGLE and he’s advised me he & his legal team will be looking into any claims. Pull your finger out LSE!”

https://x.com/investori5/status/1747583183040692563?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Hi all,

I emailed Proactive Investors last Friday asking when we would be likely to view the AGL presentation online. I received this reply:

“Thank you for your message. I am told by our editorial team that they are working on the video as we speak. It should be released shortly”

MarketViking,

Totally agree. The running commentary geeing on rises and falls and sweating over each intraday movement isn’t doing anyone any good.

It would seem that despite the positive steps the company are making and have demonstrated in December/January, many require a weekly (or in fact daily) RNS to prove an investment case. Each to their own and good luck to all genuine holders.

I see Sangi is on the charm offensive again… (with emphasis on offensive 😂)

Couple of dates for the diary re AGL

- Boston DDR Inhibitor Summit 30th January

- AJ Bell & Shares Magazine Investor Event 6th February

Hi BOJO

Here’s the slide presentation from last weeks Proactive Event. Slide 9 shows clearly the authorised sales and commercialisation locations worldwide. (Inc USA).

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

By the way Bantham if you can find an element of my last message, that you’ve criticised, that doesn’t directly reference an official RNS, article or presentation then I look forward to hearing it. I’d you’re going to accused me of ramping then please do back it up.

Bantham, if you check my recent and past posts you’ll see if have only referenced RNS’s, articles and links official sourced and relevant to AGL today. You sadly, however, have encouraged me, and others, to ditch our AGL stock due to your prejudices and poor investment decisions in the past. You’ve lost many due to those decisions and I sympathise.

On that note I look forward to AGL shares flourishing in 2024. Good luck with your other investments Bantham.

No worries NikNak. This board is an interesting me!

Let’s hope AGL see’s us right in our investments moving forward 👍🏻

Hi NikNak,

I’ve never said the presentation was a disaster. Quite the opposite. If you look back through my messages, my friend was there and relayed all of the details to me. I have emailed proactive to gee them up into getting the recording uploaded asap. All sounds good to me re AGL

Here’s a brief upside overview for new and prospective investors:

Here’s a thread as to why I’ve invested in #AGL:

Parsortix CTC Timor cell harvesting device has:

- US FDA Approval

- EU CE Mark

- UK UKCA Mark

- 26 granted patents inc USA, China, Europe, Japan, Canada & Australia until 2034

- Rights to market in USA, UK & Europe currently

Financials:

- Debt Free

- Cash in the bank of £15m = over 50% of current MCAP

- Fully funded cash runway until Q2 2025

- 2023 Revenue up 120%

- 2024 Revenue expected to treble (not including any new deals)

- Cost streamlining in place

Directors have skin in the game & bought most recently at 28p to 29.75p (prior to this at 80p)

- Staff share options exercisable at 25.75p

- Portrait+ Kit launched last week at San Antonio Breast Cancer Symposium.

Upcoming Catalysts

- Assay updates

- Molecular study results

- Major pharmaceutical deals (as per recent webinar)

- Due to the diverse service offering, the CEO has stated: “a single deal could be worth 100’s of millions”

- Pilot Study with Eisai

- “Breakthrough” study results

- 120p Berenberg broker forecast

- Pitching at Boston DDR summit and AJ Bell investor event in Feb.

Conclusion:

- Lack of commercial deals has been the main criticism. However, AGL’s working to simplify the service offering for easier commercialisation (new Portrait+ kit & molecular studies etc) Are AGL at a turning point?