Will be interesting to see the number who listened in. Noted the illumina person suggested she'd answer illumina focused questions directly. Would be interested in her reply to a question on commercial implications. We need them though, as much as visa versa.we need the install base and fda approved labs in order to offer this for clinical use |
Yes Gooosed glad that was sneaked in at the end! |
Takeaway for me was - next up ctDNA, CTC & RNA analysis from one tube of blood. |
1000 samples means newsflow will increase Gives me great confidence in the partnership with Illumina. Good to see the clever people presenting and believing in the tech rather than the usual salesmanship |
Great presentation.
Let's hope it gets the traction it deserves. |
I thought Anne-Sophie was better at answering the questions than the presentation… Giod to hear there’s a lot more data coming… Should be out relatively quickly too I would hope. |
CTdna is looking back, as are produced also by dying cancer cells, while CTC's are looking forward as they represent where the cancer is and might metastasise |
Well 2 questions with interesting answers..… Lots more data to come it would appear… 1000 samples awaiting analysis… Bigger cohorts, different tumour sites… And biomarkers/druggable targets have been found on CTCs but not on ctDNA…. |
Very significant breakthroughs as we know.
Now focus needs to be fully commercialising it and ensure a reasonable price when likely equity dilution comes. |
CtDNA ...past data.CTC...forward looking data. How will it progress.Ctcs are a huge source of biomarkers. Parsotix is the first FDA cleared medical device. |
CtCs bring the most potentialAngles Parsotix system is the CTC benchmark |
Angle are in the European liquid biopsy Society |
"illumina and Angle are partners"
That blows the nonsense PATT was spilling out of the water. |
webinar started |
Worth a look..
'...as it revealed strong sales of cancer drugs helped lift revenues higher.' |
"We expect to see a lot of ongoing commercial activity as a result"
Time to prove it guys. |
They will have some sort of collaboration agreement in place already. Low risk for Illumina, as they can gauge interest in joint CTC and CTdna, before they move.
Excellent access to a market with the market leader could be the game changer. Surely Illumina will want to own outright? Interesting times. |
And how would they exactly do that ?
Without diluting us all yet again. |
At a premium of course. |
goosed, I was thinking the very same thing. Between 5% and 10% would do nicely. |
At this juncture, I wouldn't be at all surprised to see Illumina taking a minority stake in Angle in the not too distant future. Particularly as both parties have been communicating the latest results in Lung Cancer to a commercial audience.
An independent Angle would continue to develop using the existing team but benefit from the considerable commercial resources that Illumina have at their disposal. Pure speculation of course but perhaps not so outlandish. |
"Expecting a lot of ongoing commercial activity as a a result" (In ref to Illumina)
Edit: Illumina machines are in over 10,000 labs world wide. Actually it's 22,000 instal base (some have more than one I guess)
$4bn revenue. Note "M&A focused on bolt on size key strategic enablers. " I think that's us |
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