Once again….please show me the rule that says you must hold a share to comment.
Nothing wrong with posting a view based on evidence. |
Any chance of posting on a share that you ARE invested in? And giving us a break? |
I’ve lost count PATT, is that eight posts today on a share you are not invested in? |
Share price 2/10/21…..105p
Rose to 155p on FDA approval.
Then we discovered that AN was incapable of delivering revenue.
Has anything changed?
I started buying at 30p when Jupiter were selling. Sold at a profit.
Yes….we all believed once! |
@ PATT:
"....when FDA approval arrives and I think it is s very high chance of a yes....the share price will double that day and then rise over the next three years to over £8 a share. Myself I will simply keep them as we know these things can become worth simply staggering amounts as their use develops over time. In ten years time it could be many many billions from today's 330m odd. Enticing thought."
(Your post #8639, 2 Oct 2021)
Nuff said. |
Robism. Maybe it is a soon to be huge uplift as Pharma customers decide to commit to contracts snd Parsortix becomes their new USP. Or it is AN needing more cash and a placing is being presold to be followed by no new contracts. At least we know he needs more cash! |
That's mental supernumerary. Absolutely Bonkers. A few different views aren't going to made any difference. |
Supernumerary. In that case they have done very well either the drop from 150p to 15p. |
Revenue has been slow to build up PATT but what everyone is trying to tell you is the audience is getting bigger and taking notice. Angle will change the way cancer is treated going forward. I am not saying we will all be rich as shareholders but I personally think the news is now better than at FDA. I am holding with more confidence now and looking forward to 2025. |
Of course, it's not entirely outside the bounds of possibility that there are posters who talk the price down so they can buy a few shares as cheaply as possible. |
Or Nigelpm there are trades who are here simply to try to suck in buyers so they can make money. |
Nigelpm. You see. I know you are a holder and want sensible discussion. But that is not allowed. Only wild mad insane ramping of a company with revenues of £3m per annum snd a long history of misleading holders. Now you are down ticked for saying that the going to the moon posts might not be based in reality. |
I agree with PATT - some of those numbers are ludicrous. |
If Angle stay on their current course
We end up with a device that’s capable of harvesting cancer cells through CTC, ctDNA and RNA
And possibly via different methods like blood, urine, brain/spinal fluid
Some adjustments may be required to suit various types of cancers
As a result we have something that’s capable of guiding multiple treatments at the right time for the right patient groups
That kind of IP has got to be worth hundreds of millions in its own right
sent from my iPhone |
It gets even better! More realistic is very reasonable. Illumina better start raising the funds for the billions they are going to pay AGL.
Please keep this up, I love a good giggle.
Have you noticed that three years after FDA approval sales are only £3m a year? |
jelenko, think it might be more realistic to look at the 10,000 labs (who collectively have 23,000 machines). Say 25% of these, 2,500 labs each eventually have Parsortix. Machine sales aside, even if each machine only did one sample per day, and most should be doing 3-4 per day, that's still 2,500 x £100 = £250,000 in cassette sales per day. |
I agree. That post will have me giggling for weeks. |
Thought provoking post jelenko, thanks for sharing. |
 No need to look for too much detailed information, Just remember that it is easier to sell more things to an existing customer than to win a new customer and Illumina have 23,000 machines in use, all of which would benefit from adding Parsortix at the front end.
Just do the numbers, Sunnyside 23,000 x £80,000 = £1.8b machine sales
Assume 1 cassette per day per machine 23,000 x £100 = £2.3m per day = £598m per annum(5 day week, days only)
Now that is the ultimate upside but why have an expensive Illumina machine and not use it and why not use live cells at the front end as well as dead cell fragments?
So say we go 50/50 with Illumina £ £1.8b *50% = £900m ( machine sales)plus £598m *50% = £299m p.a. ( Cassetttes)
The machine sales for us equates to £2.79 per share. And Cassettes £299m / 322,640,000 shares = £0.92 per share x P/E 6 = £ 5.56 per share plus £2.79 = £8.35 per share Total.
That is the sunny side of an Illumina collaboration without any other business!! So yes at £0.15p we have a way to go, |
Hi Htrocka2, that’s an interesting point you raise about AGL needing clarity on the manufacturing volumes to effectively meet potential demand.
I’m not sure if this helps, but in last January’s Proactive presentation, someone asked how the company could scale up if necessary.
In response, AN said that for processing samples, they could increase capacity by adding extra shifts and could “easily expand” their lab space if needed. However, their long-term strategy, once large-scale adoption is reached, would be to train customer labs to handle the process themselves.
Regarding the cassettes and instruments, this was IG’s reply:
“we outsource our manufacturing of the cassette to a specialist nano-manufacturer in Germany, and we also outsource the assembly manufacturing of the instruments. So, we can scale up pretty easily, we’ll probably add a second source supplier for North America in that sort of circumstance”. |
ref. Bermudashorts...
1) Increased volume of samples being run through their installed base of sequencing machines with accompanying uplift in sales of kits/reagents etc.
2) Ability to offer their clients and end to end workflow for ctDNA and CTC analysis from the same blood sample
If Illumina are offering their clients equipment supplied by AGL, would this imply that a contract of some sort is in place?.....or are Illumina just ordering 'off the shelf'?...not to mention that AGL would need to now what sort of volumes they're intended to manufacture so a to supply the demand. |
htrocka2
Bermuda's right. The research area Ilmn are operating in is steadily becoming more congested and now AI has ramped this up further. There's a need to be recognized as the 'go to' platform so any opportunity to strengthen and broaden the offering would be a major boost. AGL's offering helps to create a usp to underpin the service.
My thinking is that the large pharma are beginning to circle.... |
PATT,
I was just countering this kind of nonsense.
You don't need to do that - it's obvious to anyone that those kinds of posts are drivel. |
1) Increased volume of samples being run through their installed base of sequencing machines with accompanying uplift in sales of kits/reagents etc.
2) Ability to offer their clients and end to end workflow for ctDNA and CTC analysis from the same blood sample
It's a win/win |
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