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. |
yasx - imo the most important thing is whether 'big farmer' are starting to take notice. This does appear to be the case. The trials and published articles supporting parsortix serve a purpose if it all helps to creates the buzz around the product.
These trials take time to bear fruit and some struggle with that as opportunity cost begins to take a toll. |
I must be honest and the positive developments of interest from pharma majors is exactly what I was expecting in the weeks and months immediately after FDA !! Better late than never I guess !! |
after the wife persuading me to have the prostate checked and a recipient of the bishops finger, and I can assure you that it is not the male G spot, "Prostate Ok" For confirmation i had a CT scan that highlighted a shadow which was then proceeded to the camera to confirm colon cancer....surgery.....removal of the suspected cancerous Polyp`s....results... non cancerous...i will never be the same person again:-) |
New filter is good.
Now you do not have any sign of them posting "darmz" |
Drama is not Bones. The posting style reminds me of Blackhorse. |
Boris,
Indeed- I think AN should try to adopt a less technical approach in those interviews which are intended for the retail audience since many, as you rightly point out, are merely looking for headline figures (and even then most do not understand financial metrics), but there is little point in setting out scientific complexities to an audience that get lost in a labyrinthine maze the moment he utters such words. Perhaps a simplified summary for those types at the end of his interviews would enable a more effective take home message. Personally, I am not a fan of this Proactive guff but I know many retail holders cling on to all that.
I must say in recent weeks we have seem some very spurious offerings publish baseless announcements that has seen the price of the shares in those Co's rise exponentially, so in that context it is surprising a very compelling announcement from AGL has simply been ignored. Maybe things will improve over the coming days. |
Webinar looks good. Have registered |
Indeed, and great to see, why would anyone want anything other than the gold standard?
Highlighting the number of patients missed by not using capturing CTC's and ctDNA is the holly grail in cancer diagnosis and ongoing care. |
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