Member Info for undervaluedtoday

THE BILLION DOLLAR QUESTION:

If ADC drugs eventually scale into populations of 100,000+ patients globally…

Then:

• 10 - 15% missing patients

could mean:

• 10,000 - 15,000 patients sitting behind a diagnostic blind spot.

At roughly:

• 200k $ per patient

That represents:

• potentially $2 to $3 BILLION DOLLARS in therapy revenue.

You think ASTRAZENECA notices gaps like that?

• Of course they do.

-

NOW COMES THE PART THAT MADE ME STOP:

• https://www.londonstockexchange.com/news-article/CLBX/cellbxhealth-presents-proof-of-concept-study/17311665

Read the RNS carefully.

• CLBX demonstrated that Parsortix blood samples could be processed through ROCHE’s EXISTING tissue diagnostic workflow using ROCHE assays for:

• ⁠HER2

• TROP2

• PSMA

Read that again.

• ROCHE assays. On LIVE tumour cells captured from BLOOD.

And ROCHE’s BenchMark ULTRA system already processes:

• over 50 MILLION patient samples per year.

That is NOT some tiny ‘science project’ setup.

• That is INDUSTRIAL- SCALE diagnostic infrastructure.

And the RNS goes even further.

Direct quote:

• CTCs ARE CONSIDERED BETTER BIOMARKERS THAN CtDNA FOR SELECTING PATIENTS FOR ADC TREATMENT PRIMARILY BECAUSE CTCs ALLOW FOR THE DIRECT ANALYSIS OF THE TARGET PROTEIN EXPRESSION ON THE CELL SURFACE

That line matters.

A LOT!

Because now the thesis becomes very simple:

• ASTRAZENECA needs patients identified for ADC drugs.

• ROCHE already dominates huge parts of the companion diagnostic ecosystem used to identify those patients.

• Royal Marsden highlighted a REAL-WORLD gap where ctDNA can fail.

And…

• CLBX has already demonstrated compatibility with ROCHE’s workflow using the EXACT biomarker assays linked to ADC therapy selection.

THE DRUG NEEDS A COMPANION:

This already exists for ASTRAZENECA - is the name of ROCHE:

• The FDA granting Breakthrough Device Designation has the potential to make a TROP2 CDx AI-driven system available sooner, which could aid in identifying patients with NSCLC most likely to benefit from treatment with Daiichi Sankyo and AstraZeneca’s DATROWAY.

• ⁠DATROWAY is a specifically engineered TROP2-directed DXd antibody drug conjugate (ADC) discovered by Daiichi Sankyo and being jointly developed by ASTRAZENECA and Daiichi Sankyo.

• https://www.roche.com/media/releases/med-cor-2025-04-29

-

THE MONEY:

These drugs are NOT cheap.

Typical ADC pricing:

• 150k - 250k $ per patient

Call it:

• 200k $ per patient.

DATROWAY is still EARLY in rollout and already generated roughly:

• 300 MILLION $ in 2025 sales

Forecast:

• approximately $700 MILLION in 2026.

And we already know the commercial blueprint works because ENHERTU from the same ASTRAZENECA/Daiichi Sankyo partnership became a MULTI-BILLION DOLLAR ADC franchise.

-

THE IMPORTANT PART:

• Current liquid biopsy largely revolves around ctDNA.

That means tumour DNA fragments circulating in blood.

Useful?

Absolutely.

• But ctDNA has limitations.

And one limitation matters MASSIVELY for ADC drugs:

ctDNA CANNOT directly measure PROTEIN expression.

• CTCs CAN.

That distinction is EVERYTHING.

Because ADC drugs like DATROWAY and ENHERTU rely on PROTEIN targets like:

• TROP2

• HER2

NO cell = NO protein target.

-

NOW THINK ABOUT THE GAP:

Royal Marsden says:

• 10 - 15% of ctDNA tests are UNINFORMATIVE.

So what happens when:

• tissue is unavailable

AND

• ctDNA fails?

Because the patient still needs profiling.

• And PHARMA still wants that patient identified.

While the ‘FOG OF WAR’ remains for many after what the market did (post 293) - maybe it’s time to move trenches.

Because from where I’m now standing…

… the fog has lifted. And the target is visible.

• Follow my Tracer!

-

You will need an attention span. Big ask, I know.

But I’m going to take you FULL CIRCLE using PUBLIC information and explain why I think the market still doesn’t understand what it’s looking at.

-

HUGE COLLABORATION NEWS:

ASTRAZENECA and ROCHE just announced a major push to expand AI-driven TROP2 biomarker testing across LUNG and BREAST cancer.

• https://sg.finance.yahoo.com/news/astrazeneca-collaborates-roche-diagnostics-asia-054100310.html

Read that carefully.

• ASTRAZENECA + ROCHE

Drug company + diagnostic giant.

Now work backwards and ask yourself WHY this matters.

-

START WITH THE PROBLEM:

Royal Marsden already highlighted it.

• https://www.londonstockexchange.com/news-article/CLBX/research-collaboration-with-the-royal-marsden/17553327

Their study specifically refers to:

• Note LUNG

• 10 - 15% of NSCLC patients whose ctDNA testing is “UNINFORMATIVE.”

Meaning:

• NO actionable mutation found

• NO biomarker result

• potentially NO treatment pathway identified

That is a REAL clinical gap.

-

NOW ASK - WHY WOULD PHARMA CARE?

Simple.

• Because the NEW generation of oncology drugs are TARGET dependent.

For LUNG - Take DATROWAY.

• https://datroway.com

Developed by ASTRAZENECA and Daiichi Sankyo.

• This is a TROP2 ADC drug

Meaning - the patient must express the TROP2 protein target before treatment can begin.

• NO target = NO treatment.

Lets go guys

Buy

CLBX.L

Cellbxhealth PLC

Current price1.6890 1.8510

Quote price 2.3312

Order typeFixed price quote

Quantity3000000

Investment

Commission

£0.00

PTMLevy

£1.50

Consideration

£69,936.00

Total cost £69,937.50

Will fly and launch when our 500k block buyer returns

Amazing volume carried on from Friday next leg up coming shortly as 2p+ bursts

Secured Cash Runway: Financial anxiety has significantly diminished following a successful fundraising and retail offer. The injection provided CelLBxHealth with a £7.3 million cash cushion, ensuring a solid operational runway to advance its commercial platform.Commercial Realignment: Analysts downplayed a minor revenue miss from delayed late-2025 contracts, labeling it irrelevant against a broader operational reset. Furthermore, the broker notes back management's practical shift to temporarily stop its FDA establishment listing for the Parsortix platform. Because most biopharma clients currently utilize the tool for translational research and Assay development, dropping the listing limits unnecessary administrative fees without harming the core pipeline.Valuation Disconnect: Corporate intelligence from Cavendish suggests that the current equity market cap (ranging around ££34m- £400 depending on total share calculation factoring recent issues) fails to capture the long-term scope of operational change currently underway

2.5P-3P attack incoming just hitting radars now - double digits getting close now

CelLBxHealth (formerly ANGLE plc) significantly extended its cash runway to the third quarter of 2027 by securing a major cost-cutting restructure (saving over £6.6 million) and targeting commercial growth from its Parsortix liquid biopsy platform.

Cash Position: The company (AIM: CLBX) held £4.3 million in cash reserves at the end of March 2026.Cost Overhaul: The executive team reduced headcount from 44 to 39 in Q1 and previously cut staff by 60% as part of a move to consolidate facilities and run a leaner diagnostic operation.Revenue Forecasts: CelLBxHealth anticipates FY 2026 revenue of at least £2.1 million (a 50% increase from 2025) backed by contracted revenue and upcoming pharmaceutical/clinical partnerships.Commercial Strategy: Leadership is prioritising instrument sales, clinical trial lab services, and new diagnostic tests

The 37p price target for Cellbxhealth PLC (formerly ANGLE PLC, LSE: CLBX) represents the high-end independent fundamental valuation (modeled by firms like Trinity Delta). It is tied to the long-term potential of their Parsortix technology portfolio once it secures large-scale adoption by major pharmaceutical and diagnostic groups.While the speculative 37p target reflects the company's ultimate underlying value, broker and institutional expectations .

CelLBxHealth plc (AIM: CLBX), formerly ANGLE plc, is a UK-based medical diagnostics/liquid biopsy company specializing in circulating tumor cell (CTC) technologies, primarily its Parsortix system for cancer research, drug development, and clinical applications.

Analyst Price Targets (as of recent data, May 2026)Analyst coverage is limited (small-cap AIM stock), with targets varying by source and number of analysts:Median/Consensus around 4p to 17p:Multiple sources cite a median target of 17.00p (from ~3 analysts), with a high of 30.00p and low of 4.00p. This implies significant upside from recent trading levels (~0.9p–1.75p).

Other reports (e.g., Yahoo Finance, Investing.com) show an average target of 4.00p (from 1 analyst), with +128% upside from ~1.75p levels

Consensus Rating: Generally Strong Buy across available coverage.

Note: Targets differ due to varying analyst assumptions on revenue growth, profitability timelines, and valuation multiples for this pre-profit, high-growth biotech. Recent company updates (e.g., cost cuts and 50%+ revenue growth guidance for FY2026) have influenced forecasts.

Analysts have adjusted targets in response to revenue/EPS revisions and operational changes (e.g., cost discipline, regulatory focus).

Published: 14:00 22 May 2026 BST

https://www.proactiveinvestors.co.uk/companies/news/1092760/small-cap-movers-cancer-tests-battery-wins-and-a-palm-oil-scare-that-creates-an-opportunity-1092760.html

CelLBxHealth PLC (AIM:CLBX, FRA:DWV) is something of a reset story and, after a turbulent few months, it looks like the pieces are starting to fall into place for the med-tech firm, with the shares up 44% this week.

A pioneer in cancer diagnostics, the business has developed a device called Parsortix that can harvest circulating tumour cells, the markers that betray the presence of disease. Its USP is that it relies on a simple blood draw rather than an invasive tumour biopsy. But there are other dimensions to this FDA-approved technology that allow doctors to more fully understand the type of cancer and the personalised treatment options available from an assay.

News flow has been progressively positive, bolstered this week by news the company has secured a collaboration with AdventHealth, one of the largest faith-based health systems in the United States. CellBx will deploy its Parsortix platform in two clinical cancer studies. Chief executive Peter Collins said the collaboration "demonstrates the growing importance of accessible, non-invasive technologies in modern oncology."

22 May 2026

https://www.thisismoney.co.uk/money/markets/article-15840337/SMALL-CAP-MOVERS-Blue-chips-bask-small-caps-sulk.html

CellBx Health is something of a reset story and, after a turbulent few months, it looks like the pieces are starting to fall into place for the med-tech firm, with the shares up 44% this week.

A pioneer in cancer diagnostics, the business has developed a device called Parsortix, which is able to harvest circulating tumour cells, the markers that betray the presence of disease.

Its USP is that it relies on a simple blood draw rather than an invasive tumour biopsy. But there are other dimensions to this FDA-approved technology that allow doctors to more fully understand the type of cancer and the personalised treatment options available from an assay.

News flow has been progressively positive, bolstered this week by news the company has secured a collaboration with AdventHealth, one of the largest faith-based health systems in the United States.

CellBx will deploy its Parsortix platform in two clinical cancer studies. Chief executive Peter Collins said the collaboration 'demonstrates the growing importance of accessible, non-invasive technologies in modern oncology.'

Buy

CLBX.L

Cellbxhealth PLC

Current price1.7390 1.8010

Quote price2.8

Order typeFixed price quote

Quantity5000000

Investment

Commission

£0.00

PTMLevy

£1.50

Consideration

£140,000.00

Total cost £140,001.50

OR PAY A BIG PREMIUM FOR SMALL SIZES

Buy

CLBX.L

Cellbxhealth PLC

Current price1.6990 1.8610

Quote price2.0016

Order typeFixed price quote

Quantity1000000

Investment

Commission

£0.00

PTMLevy

£1.50

Consideration

£20,016.00

Total cost £20,017.50

WATCH 👊☝️💯

Just a little test and they need your stock

Thank you

No brainer imho