Andrew already saying that it's available to illumina customers |
Divvy darmz filtered after reading the first two of his 20 posts
Can't see bones but I can see he's been desperately trying to talk the company down
I'd advise closing those shorts of yours bones
You've watched it rise 50% from 10p and 100% from 7.5p
You're about to witness a huge stampede to buy shares when the next contract is announced
sent from my iPhone |
Have you got nothing better to do with your life than sit on ADVFN and type paragraphs of rubbish about a company you don't hold shares in?
It's truly pathetic to read.
AGL are making strides forward, the next RNS could easily be a formal partnership with Illumina which includes them taking an equity stake in AGL. If you said to me this time last year that SpaceX would invest in FTC and shares would be up 400% I'd have never believed it. The same thing could happen here. |
We were told not only a week ago the cash position and funded until 2026 |
Given that last year's placing was at 15p, and subcribers then saw their investment almost halve in a matter of months,it was always likely that a recovery to 15p would provoke some selling. But once these frustrated placees are out then we should enjoy a good run up into the 20's. |
The Scientific community will take note once they present, which is a week away. |
Trading has been pretty strange here today. There appears to be no interest in selling below 15p, yet as soon as the share price gets to 15.5p sellers jump in and stop the price rising further. Certainty curious to have churned nearly 11m shares and be flat versus the opening trades of the day. |
Why is it funny Bones?Answer that and don't hide behind a keyboard with an answer. Answer as a real person. Why is it funny?And what point do you get from talking down a share that's doubled since you've talked it down?Reevaluate yourself |
Jelenka and goosed, both very good points. |
waterloo01 - I suspect there's been a bit of conversation about the FDA 510 route to approval for other indications. Much quicker & much less costly. |
Let's get it embedded with their customer before we even mention FDA. BTW most likely Illumina's customers run from certified labs so FDA not required. They can do what they want in their own certified lab. |
Further, not just one cancer but multiple cancers. Now together might AGL and Illumina approach the FDA for a wide use label?
"ANGLE has already reported (RNS announcement dated 4 January 2024) on the successful development of a workflow for the dual analysis of CTC-DNA and ctDNA using the Illumina platform with a third-party assay kit (now under option for exclusive licence by ANGLE). In the forty-seven-patient study across four cancer types (breast, lung, ovarian and prostate), a significant number of patients had clinically relevant mutations found in their CTCs that were not present in ctDNA from the same blood draw. This data further validates these findings." |
Lmao. Still waiting for afternoon rocket here guys ,what happened ? Oh wait the market knows a fund raise is likely very soon and that today's news is likely to take years before it makes any money for agl . Funny watching the desperate rampathon from long term suffering holders desperate to claw back years of losses here . |
"Over the last six months, ANGLE has overcome technical issues to successfully use Illumina assays, coupled with their next generation sequencing (NGS) platform, to provide a complete solution for the dual analysis of CTCs and ctDNA."
I've been adding again today at 15p. Just re-read RNS and they have obviously been working for sometime to make the machines compatible. You don't do that without a collaboration agreement. For Illumina to come out at such a prestigious conference, promoting the clear benefits of using both together, over it's own offering, is telling you that if well received, which it will be, going forward we will be offering this combined approach alongside the most established liquid biopsy in use today. Both have FDA so already both ahead of the game.
This will catapult parsortix into much wider use and £££ to AGL. |
 I think from the Companies comments that they are very keen to work with Illumina and supply their customers with Parsortix. Worth doing hypothetical sums on that.
Let's say only 20% of the 23,000 customers agree to it and let's say we provide the machines free( not likely but...)
If those customers use 1 slide per day then that's 4,600 slides every day or on a five day week 23,000 per week @ say £80 each = £1.84m per week to AGL!! x 52 weeks =£95m per annum to Angle with just 20% take up via one relationship with one customer that itself opens a massive existing customer network.
Then look at Astra Zeneca relationship on top and I'd say well done we don't need any more at the moment.
It's a snowball rolling downhill scenario and we have started rolling in my opinion.
So the doom merchants, the axe to grind merchants and the plain sick posters can put that in their pipe and smoke it because it's coming, some of us have been here along time and we said it will be okay, well now you all know it WILL be okay.
Yes share price will spike up and settle but ultimately it will move north eastwards. |
Are they a $20bn Market Cap company? |
 I notice 2024 revenue for ILLUMINA came in at $4.3BILLION https://investor.illumina.com/news/press-release-details/2025/Illumina-Announces-Preliminary-Unaudited-Financial-Results-for-Fourth-Quarter-and-Fiscal-Year-2024-and-Provides-Preliminary-Outlook-for-Fiscal-Year-2025/default.aspxI also notice from a recent 'earnings presentation' - sequencing "CONSUMABLES" is approx. 69% of revenue. https://investor.illumina.com/news/press-release-details/2025/Illumina-Announces-Preliminary-Unaudited-Financial-Results-for-Fourth-Quarter-and-Fiscal-Year-2024-and-Provides-Preliminary-Outlook-for-Fiscal-Year-2025/default.aspxI make 69% of revenues 'approx' $3BILLION in sequencing "CONSUMABLES" - my point? NGS INSTRUMENTS - are one-time purchase and lower-margin. REAGENTS/ASSAYS are recurring, 'high-margin' revenue. So.... the "ASSAY MARKET" is where ILLUMINA makes its 'real money'-ASSUMING (being CONSERVATIVE): Assumption 1 - let's say 'one-third' is dedicated to "CONSUMABLES" in the oncology/cancer space - I make that a $1BILLION market. Assumption 2 - A "DUAL" CTC + ctDNA approach could expand this market by at least 25% - creating a $1.25BILLION "MARKET OPPORTUNITY". If not 'much' MORE.-AGL PLAYING CHESS?Very interesting this - AGL showcasing successful results using ILLUMINAs "OWN" assay - maybe a signal to ILLUMINA that AGL are 'not locked into' NuProbe? NUPROBEs panel (6,500 mutations across 61 genes) is a "PAN-CANCER" panel designed for 'broader' applications. ILLUMINAs 79-gene lung cancer panel is a more "SPECIFIC TARGETED" panel for lung cancer mutations. https://www.londonstockexchange.com/news-article/AGL/exclusive-agreement-for-dna-ngs-panel/16677437-IS the MESSAGE - "WITH or WITHOUT YOU?"Message to ILLUMINA - AGL can "EITHER" integrate within 'your' ecosystem or bring in an 'alternative' - NuPROBE - which "COULD" 'sideline' ILLUMINA from assay revenues "COMPLETELY"!!! Even "IF" AGL + NuPROBE went it 'alone' capturing just 25% of this emerging CTC-driven market segment - I see a $300MILLION OPPORTUNITY. What if they capture higher - 50%? Or even the 100%? The "PROBLEM" - sure ILLUMINA still sells sequencers, "LOSING ASSAY CONTROL" means losing high-margin, recurring revenue - which is their "MOST PROFITABLE" segment.Ponder that one!-RISK v REWARD? We 'know' LARGE PHARMA spend BILLONS annually on biomarker-driven 'clinical trials'."IF" CTC + ctDNA "DUAL" analysis becomes the 'new' GOLD STANDARD - pharma "WILL" adopt it rapidly.So..."IF" AGL+NuPROBE becomes the dominant CTC assay provider, ILLUMINA "LOSE CONTROL" of the assay pipeline for these 'trials'.-IGNORE AGL at your PERIL?By ILLUMINA "IGNORING" AGL+NuPROBE it 'could' be their multi-BILLION DOLLAR mistake. In my opinion - AGL is playing strategically and I 'think' the message is clear:"If you DON'T work with us, we'll carve our own path - and PHARMA will DEMAND it."https://www.londonstockexchange.com/news-article/AGL/analysis-of-ctc-dna-and-ctdna-using-illumina-assay/16873903-ATB |
Nigel,
As and when the facts change, one has to change with them.
Will reasses post the webinar.
Re Phar - are we ever going to get any movement on block 125, it really is getting ridiculous. |
Blimey yas. That was vaguely positive:) |
"Illumina has dedicated a webinar to ANGLE’s research on February 6, and the companies plan to collaborate further to refine liquid biopsy techniques." Not so easy to ignore. |
BC,
Agreed - had AN raised far more when the price was hovering well over 100p and curtailed unnecessary expenditure then he could have avoided the highly dilutive subsequent placings at much lower levels. That is water under the bridge and looking forward he seems to have realised that curbing costs is necessary to extend the runway while he tries to forge these partnerships/deals. |
Aside from the excitement from the news today, we still have the potential for news from AZ and Eisai.
Angle still has it all to prove but there is certainly a lot of potential in the pot that needs translating into actual tangible outcomes but things finally seem to be shaping up and the news today offers plenty of promise. |
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