Morning Anglers!
The big volume spike day on release of the Illumina rns now perhaps caters for quite a bit of profit taking from peeps that bought in sub 10p. And why not.
I thought we'd see a decent tree shake but they've not really managed that yet. A gradual climb is perhaps more sustainable but with the microcaps it often doesn't follow that pattern especially if the stocks free~float is rather modest.
edit: ergo looks like perhaps some juicy buy orders being worked....
squeeze on? |
Of interest perhaps, Grail, spun out of Illumina, currently valued just above one billion dollars. Their multi cancer blood test based on DNA analysis is an early detection screener and not a diagnostic test.
The fact the stock has been soaring has to be a positive for Angle and it highlights potential future valuations! |
WashingmachineI would accept a lowball bid at £21 :-) |
 In my opinion - this could be shaping up to be a very "BRITISH STORY"Evidence of ... an inescapable conclusion?-In the latest RNS - I notice a beautiful little sentence that reads:"... ANGLE's Parsortix system offers the potential to undertake "MULTIOMICS" by enabling RNA and "PROTEIN" sequencing on ILLUMINA platforms which is "NOT POSSIBLE" with ctDNA... " https://www.londonstockexchange.com/news-article/AGL/analysis-of-ctc-dna-and-ctdna-using-illumina-assay/16873903-Why "PROTEINS" matter - Proteins are the functional molecules of biology. While DNA and RNA provide the blueprint, PROTEINS DICTATE real-time disease processes, treatment response, and "METASTASIS".-Recently 13JAN25:ILLUMINA launches pilot "PROTEOMICS" program with UK BIOBANK and biopharma collaborators to analyse 50,000 samples. https://www.illumina.com/company/news-center/press-releases/press-release-details.html?newsid=e246b707-1b47-4d28-8ea7-51d380977d3bThe 'buzz' word going forward I feel to be "PROTEOMICS" - as it enables the observation of direct cellular function to improve understanding of the role of "PROTEINS" in health and disease, and facilitates biomarker discovery for conditions such as CANCER.-UK BIOBANKAbout vid: https://youtu.be/kTuiDadgcso?feature=sharedWhat's more "INTERESTING" for me is the FUNDING. Notice:£100MILLION (£25MILLION each) from four pharmaceutical companies: Amgen ASTRAZENECA GlaxoSmithKline Johnson & Johnsonhttps://www.ukbiobank.ac.uk/learn-more-about-uk-biobank/about-us/our-funding-NHS say:The NHS is exploring the 'introduction' of innovative genomic sequencing techniques that can be applied to a range of clinical applications, including CANCER. For example: LIQUID BIOPSIES Now... it gets 'really' interesting when they say... Over the next 1 3 YEARS the NHS "WILL" evolve the genomic testing strategy to develop an integrated diagnostic model and a multi-modal "MULTIOMICS" testing approach, utilising multiple DNA and RNA based technologies across existing care pathways, clinical conditions and disease areas. This will support preventative healthcare, earlier diagnosis and faster access to precision treatments. It will also explore whether other diagnostics associated with the functional genomics pathway should be introduced, for example "PROTEOMICS". https://www.england.nhs.uk/long-read/accelerating-genomic-medicine-in-the-nhs/In above link - also NOTE - the ref to LUNG cancer in the LB case studies - where TISSUE biopsy is not feasible. Coincidental AGLs latest news was for LUNG? https://www.londonstockexchange.com/news-article/AGL/analysis-of-ctc-dna-and-ctdna-using-illumina-assay/16873903-ASTRAZENECA:In "PROTEOMICS" and metabolomics, we use state-of-the-art mass spectrometry to identify and quantify "PROTEINS", metabolites and lipids and work out which changes occur "DURING" disease or "AFTER" TREATMENT. https://www.astrazeneca.com/r-d/our-technologies/multi-omics.htmlAlso coincidental???That back in NOV24 AGL released this RNS:" ... is pleased to announce the publication of research investigating the "DUAL" analysis of CTCs and circulating tumour DNA (ctDNA) in non-small cell "LUNG" cancer ... " Researchers used the PARSORTIX system to isolate and harvest CTCs from 30 patients with EGFR-mutated NSCLC ("LUNG") that were undergoing treatment with osimertinib (TAGRISSO: ASTRAZENECA). Osimertinib is an EGFR inhibitor with annual revenues of US$6.7BILLION, growing at 16% per annum. https://www.londonstockexchange.com/news-article/AGL/parsortix-enriched-ctc-ctdna-in-nsclc-patients/16757138-CtDNA:PARSORTIX uniquely captures intact CTCs, enabling "PROTEOMICS" analysis of LIVE tumor cells - this is something GUARDANT HEALTH, ROCHE or any other ctDNA-focused companies "CANNOT DO". https://www.roche.com/stories/liquid-biopsy-in-oncology-The key limitation of both ASTRAZENECA's mass spectrometry and ILLUMINA's NGS-based "PROTEOMICS" is that they analyse PROTEINS from BULK blood plasma or serum samples. This means they provide a "BROAD" picture but "LACK" tumor-specific, real-time data. PARSORTIX = isolation of intact CTCs for LIVE... TUMOUR SPECIFIC... and... DYNAMIC MONITORING! https://angleplc.com/laboratory-services/?_gl=1*4zs87m*_up*MQ..*_ga*OTM2OTIwMjk3LjE3MzgyNjg2NzA.*_ga_1SBQYXCVE6*MTczODI2ODY3MC4xLjEuMTczODI2ODcxOS4wLjAuMA..-CONCLUSION: AGL "ENABLES" a level of "PRECISION" that ILLUMINA and mass spectrometry alone "CANNOT" provide - making it a vital piece in the NHS's evolving cancer research and treatment strategy.Meaning: AGL has an "EXCLUSIVE LANE" in this emerging market and if ILLUMINA, ASTRAZENECA, or the NHS 'want' full MULTIOMIC insights - DNA + "PROTEIN" then...ANGLE . . .IS . . .THE . . ."ONLY" . . .VIABLE . . .SOLUTION!!!-AGL even promoting the "NHS NARRATIVE": https://www.healthawareness.co.uk/supporting-the-nhs/why-ctcs-and-liquid-biopsies-could-one-day-revolutionise-nhs-cancer-care/ANGLE could very well be "BRITAINS BIOTECH BULLDOG" - ready to shake up the status quo.-ATB |
i can tell you one deal
Illumina bought Grail for 7 billion,
Grail had absolutely zero earnings at the time.
Hope this helps your understanding of the current liquid biopsy space. |
Any valuations on these deals ?? Still if the share price goes up less dilution when the rights hits ! Well done anyone that got in early ! A gambling share this one |
It’s in a very profound gap fill on chart to near 30 pence !
For longs. |
I get why PATT is so salty
3 month share price performance
Angle = +88%
Shield Therapeutics = -10%
You obviously invested in the wrong company
sent from my iPhone |
Nice one raddersSandy..
The bottom line...
'..In our view, these developments should also help secure new Pharma Services contracts - a key strategic objective for ANGLE - by providing these customers with a sample-to-answer solution that delivers comprehensive molecular insights across many cancers to help guide targeted therapy. Our ANGLE valuation is £155m, equivalent to 48p per share.' |
Wonder when the placing RNS will appear. Any potential deal with Illumina is years away but the bills need paying now. |
Thanks. Doesn't say that much, and £155m could be this yr, assuming Illumina don't just buy us out. |
Trinity Delta valuation £155m, equivalent to 48p per share |
If I have Lung cancer I want a dual test to know the full picture of actionable biomarkers. And so does my Oncologist. And perhaps just as importantly so does the Payer/Insurer. They don't want to spend tens of thousands on the wrong treatment.
This is the first time I have seen a clear path to substantial revenues. AN was clear that they will be co-marketing this and Illumina is just as clear giving prime time to the webinar. The companion diagnostic to trials will also be a revenue earner but still many years away.
The market size for ctDNA analysis I have seen a recent estimate for 2030 revenue of $60 billion. A dual test will take some of that market and Angle are in a unique position.
I really cannot see them at a current £50m market cap being independent in 2 years time. Just my view. |
Are we in the 'eye'.....
Think we may have an interesting couple of months of newsflow. |
jelenko - AN made it clear that they'd been working on this particular dual ctDNA & CTC end to end solution for some six months. The fact that it involves the dual marketing of products through their infrastructure indeed bodes well.
Perhaps worth remembering that this is solely for Lung Cancer & as we know Parsortix has worked on every indication it has been used on.
In addition Angle have the Nuprobe NGS option, perhaps to include those who have yet to commit to Illumina.
Apologies for the preamble & in reply to your point, imho I suspect you are correct, a formal arrangement may well be on the horizon. |
I suspect once more information is conveyed next week relating to this relationship market participants will sit up and take notice - for now this is presenting an opportunity for investors/traders to clamber aboard. |
Goosed, Interesting that. Anne-Sophie Pailhes-Jimenez Is Angle's Head of R&D and referenced in that tweet by @illumina. These companies are working so closely together that a formal closer business relationship must be on the cards |
Taking the recent news flow into account, the Illumina collaboration, marketing & webinar, the seminal part Parsortix has played in revealing and facilitating an entirely novel approach in cancer treatment - it is little wonder that Angle are actively recruiting a bigger headcount. The most recent target being for a European Clinical Trials Director. |
I should well imagine there'd be an attempt at a 'kong-sized' treeshake. |
Weird that there's only 100k max online offer but well inside the spread.
You can buy for mid price for smaller amounts and 100k is 15.44p normally when you can get well inside the spread you can buy size.
So it's hard to tell if it pushes on this morning or drops back atm |
Surely a snippet in the Mail this morning 😆 |
Outsize - exactly. I have heard the sales pitch for CT DNA companies at many a conference stand… And they basically offer the same thing though some have NGS panels that have been verified clinically.
Angle offers them a USP… And a likely marketing tool - ?DNA Complete? DNA 360? Something like that… To sell market to new customers and sell to that enormous base they already have… |
Illumina seem keen : |
Bones, though right 90% of the time over the years, and other nay-sayers, are, imho, missing the BIG implication in today's announcement.
Although a joint venture, we now have maybe x20 times more salespeople pushing this. Illumina are going to PUSH this hard.
You don't give away access to one of your main selling presentations, and then sit back.
The presentation, if well received, which by implication Illumina thinks it will, will turn Angles revenues.J.curved |
I would rather go by what the Co says, and its announcements through RNS rather than listen to someone like you, an anonymous poster on a bulletin board, clearly with axe to grind or trader sowing FUD to get back in lower who was screaming sell at 7.5p.Enjoy the ride up |
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