Angle Share Discussion Threads

[sawney] 11/1/2024 07:48

Hopefully, there'll also be a decent Q & A after, and with luck, there'll be some feedback tomorrow...

[gspanner] 11/1/2024 07:44

Aren’t we looking for details of the collaboration with Illumina this evening?

[muffster] 11/1/2024 07:35

Useful infohttps://www.proactiveinvestors.co.uk/companies/news/211923/angle-looks-to-change-the-game-for-cancer-detection-after-fda-approval-for-parsortix-211923.html

[bagpuss67] 11/1/2024 07:25

AN thinks the recent announcement is very big news so I think he will be content to eulogise about that tonight.

[muffster] 11/1/2024 07:24

Ignore that dafad, was trying to find out a bit more about goforgold. Lots of useless drivel

[muffster] 11/1/2024 07:19

Now the username is Dafad. What an idiot

[zeus19] 11/1/2024 07:14

goforgold - the same person who said bidstack was undervalued at 8p which now sits at a pretty 0.65p. Clown

[dafad] 11/1/2024 07:14

No RNS this morning means nothing new will be announced now so just more boring Presentations tonight

Not true-presrntation is after msrket close- so any new info
given out tonight could be Rns'd before market opem tomorrow am

[zeus19] 11/1/2024 07:07

Someone sounds a bit desperate this morning...

[goforgold1] 11/1/2024 07:03

Nearly half the shares have been traded . Over 120 million shares. You all best hope CEO got something in the bag to announce tonight. No RNS this morning means nothing new will be announced now so just more boring Presentations tonight going through the motions . Remember sell on news don't get caught holding the bag . Has about 10 months of money left . As well

[porky9] 11/1/2024 01:40

A share price push essential to secure a better placing level.
They will place, why bother attending the pro-active fund raising promotion evening if you have no need for more funds? Nothing wrong with that in this situation but lets not delude ourselves. In the short term, a placing will be essential imo based on the financial position as at today.

[pj84] 11/1/2024 01:21

radders thanks for some very informative posts.

The top up of 3,000,000 shares by Global Frontier Investments makes it very unlikely a fundraising is imminent and I am looking forward to seeing whether there are any other major holdings declared or increased seeing as over 120m shares have been traded since the announcement.

[banshee] 11/1/2024 00:42

Thanks radders. It certainly won't hurt but does not look like any kind of major technical achievement, just more hastily improvised grist for the fund raising mill imo. Tthe ctdna could easily be processed seperately, splitting/preparing a sample is not difficult to begin with. The acute limitations of Parsortix remain unchanged, now if they could automate that, that would indeed be a step forward.

In addition I imagine very few institutions would be prepared to change their diagnostic protocols on the basis of a tiny 45 patient trial by an equipment manufacturer. Though I don't think the results are at all unexpected or controversial.

[radderssandy] 10/1/2024 23:32

I emailed AN to ask him what differentiates the “breakthrough clinical results” from EPIC Sciences who offer on their website: “Comprehensive Cancer Profiling: CTC, cDNA, and Immune-Cell analysis in a single blood draw.”

AN’s reply:
Epic Sciences does not have a CTC product.  They have a single service lab from which they offer a CTC service.  They also do not harvest CTCs but put all cells (CTCs and hundreds of million of white blood cells) on to numerous microscope slides then IF stain them in the hope of seeing very small numbers of CTCs in amongst the background of hundreds of millions of WBCs.
 
They do not do DNA sequencing on CTCs (other than on some single CTCs they extract) as they find it very difficult to pick up CTCs once they are fixed onto microscope slides, which they need to do first to identify the CTCs.  They do ctDNA analysis as per industry standard and then report this alongside IF staining of CTCs as described, so this is not DNA analysis of ctDNA alongside DNA analysis of CTCs. 
 
What we announced was NGS analysis of both CTC-DNA and ctDNA i.e. a combined DNA approach and that is the breakthrough as it allows a direct DNA comparison between these two analytes. So it is not the same thing at all.
 
Best regards
 
Andrew
 

[radderssandy] 10/1/2024 23:26

Banshee, Bermudashorts posted an excellent post on LSE at the weekend. I think Bermuda is making a very valid point.


“My understanding is that Angle have developed an automated workflow that enables CTCs and ctDNA to be extracted from the same patient sample with Parsortix being linked in to the relevant NGS system. IMO this is absolutely the right commercial approach. There are tens of thousands of NGS systems already in use in labs across the globe and they are not going to move away from their installed systems. It's a much more attractive proposition to add a Parsortix machine and they will then be able to offer their patients/clients ctDNA and CTC analysis from the same blood draw. Angle will also be offering the same from their own labs. 



I'm not sure many fully appreciate the significance of the RNS last week. We don't yet know what the future market for CTC liquid biopsies will look like because it simply doesn't exist at the moment. It's not a case of pinching a part of an existing market which is much easier to predict - it's an entirely new market. How that market evolves depends entirely on the sort of research announced by Angle last week which clearly demonstrates the utility of CTC analysis. In future, physicians prescribing a targeted therapy who may have been happy to rely on ctDNA may now also request a CTC liquid biopsy and labs may want to ensure they are able to provide that service.”

[5oletrader] 10/1/2024 23:26

(Addition to my last post)• Institutional Investors often have SPECIFIC PREFERENCEs that they would like to convey to the COMPANIES in their portfolio. Investors have various mechanisms for INFLUENCING COMPANIES.-• Global Frontier Investments LLC - Holds AGL & Accenture (ACN). ACN works closely with ROCHE. Remember the word - INFLUENCE.-I note this guy Maxim Lewinz is employed by ACN - involved in their Life Science Strategy. He published a piece on 8th JAN24 titled:• WILL 2024 BE A LEAP YEAR FOR LIQUID BIOPSY?-"LIQUID BIOPSY going MAINSTREAM may have several IMPLICATIONS that BIOPHARMA companies are already STARTING to PREPARE for." This includes:• To Consider PARTNERING with select LIQUID BIOPSY COMPANIES to build competitive advantage, e.g., in developing targeted oncology products.-FUNDs from FINANCIAL INVESTORs are pouring into companies like Guardant Health, Natera and ILLUMINA, reflecting a BULLISH SENTIMENT around the LIQUID BIOPSY MARKET. This is fueled by several factors:• Increasing SUPPORT from REGULATORS, most importantly demonstrated by FDA's 2022 guidance document "Use of Circulating Tumor DNA for Early-Stage Solid Tumor Drug Development"• INCREASING number of oncology TRIALS using LIQUID BIOPSY• Upcoming LAUNCH of multiple KEY PRODUCTs-Article here:https://www.linkedin.com/pulse/2024-leap-year-liquid-biopsy-maxim-lewinz-9wmue?trk=public_profile_article_view-In the interest of IMPARTIALITY and opportunities for you to DYOR (for rebuttals and investigation) into the Liquid Biopsy space - here are some companies for you:• PERSONALIShttps://www.personalis.com/company/• QIAGENhttps://www.qiagen.com/us/about-us/our-vision• MYRIAD GENETICShttps://myriad.com/about-myriad-genetics/• EXACT SCIENCEShttps://www.exactsciences.com/about• NEOGENOMICShttps://neogenomics.com/about• NATERAhttps://www.natera.com/company/about-us/• GUARANThttps://guardanthealth.com/about/our-story/• ILLUMINAhttps://emea.illumina.com/company/about-us.html-To the Bears and Negative Nancy - I like to present 'evidence' for those with Inquisitive Minds. I'm open to reading your counter arguments - just present evidence? I digress.-In closing - Today's RNS shows the increased holding from an Institutional Investor. We should be responding with a one word question - WHY?-ATB

[banshee] 10/1/2024 22:59

I like to try and imagine the amazement at Illumina when news of THE breakthrough was received by the CEO, although in truth, it’s hard for a mere mortal to envisage.

“Newgland? How did you get past my secretary this time, oh never mind how can I help?

What’s that you say? A stunning research breakthrough that shows that ctDNA may contain mutations not even found in your CTCs, is it because ctDNA is routinely sourced from a wider range of tumour cells? Ok, sorry I mentioned that last part, no I quite understand. I fully apprexciate the need for trade secrets.

Incredible news that changes everything. I’ll offer you anything you want Newgland anything. Money, women, cubic zirconium, a seat a on our board, even the holy stone of Clonrichert, all you have to do is name your price. I won’t keep you though, I know you’re a busy man, your phone must be ringing of the hook - you can give the details to my secretary. Just grant me some kind of access to your utopian dream for the sake of all humanity”

Seriously though, I wouldn’t rule out some kind of initially minor exploratory deal between AGL and a major player at some point, purely because they have been forecasting it long enough, I just doubt it will have anything to with the recent RNS though it may be spun that way.

[muffster] 10/1/2024 22:55

Thanks bone head. Great analysis

[bones699] 10/1/2024 21:08

Watch the share price dive on Friday morning when the penny drops that revenues won't be generated for a long time..another year off I reckon won't go down well with the market..can see 40% easily sliding straight off the share price on open.

[bones699] 10/1/2024 20:41

Think they have better connections with Toblerone!

[stevehuges] 10/1/2024 18:10

Can you explain in simpler terms why there are connections with Roche ! Many thanks

[goforgold1] 10/1/2024 18:08

Really how you come to that conclusion!!

[seball] 10/1/2024 17:27

Wow excellent stuff sole trader. Thank you

[5oletrader] 10/1/2024 17:03

@MrK - How do you take today's TR-1 and come up with ROCHE? (Not to forget them this time). Steps:-STEP 1 - RNS offered up Global Frontier Investments LLC (US Hedge Fund) increasing their holding in AGL.https://www.londonstockexchange.com/news-article/AGL/standard-form-for-notification-of-major-holdings/16283794-STEP 2 - Take their recent 13F filing - filed in DEC23. Notice a 2% portfolio exposure with ACCENTURE.https://tickertracker.io/portfolios/global-frontier-investments-llc-STEP 3 - ACCENTUREs Life Sciences section has a piece on PRECISION MEDICINE:• "We are rapidly moving towards individualized treatments and disease interventions that will change how we care for people around the world."• "Huge advances in areas like cell and gene therapy, specifically in oncology and rare diseases are changing the treatment landscape."• "Cell and Gene Therapy (CGT) is growing in the fight against cancer and other diseases."• "Precision medicine holds great promise for reshaping the way we treat cancer"• "We bring capabilities from early research through full commercialization in combination with deep technology and digital expertise to help our clients deliver personalized healthcare to their patients."https://www.accenture.com/gb-en/services/life-sciences/precision-medicine-STEP 4 (the kicker) - ACCENTURE provides digital data integration services for the NAVIFY TUMOUR BOARD. What is NAVIFY?https://youtu.be/c8vEQ34NzdU?si=jdSgVunNjv2zTZHc-STEP 5 - Navify is ROCHE! navify digital solutions from Roche Diagnostics are designed to transform laboratory and clinical data into actionable insights, delivering operational and financial value, and helping to PERSONALISE CARE along each patient's healthcare journey.https://navify.roche.com/about-us/#:~:text=navify%20digital%20solutions%20from%20Roche,pioneer%20in%20software%20since%201980.-ADDITIONAL INFO re NAVIFY:"The future of #ClinicalTrials is here, and it's all about leveraging #DigitalSolutions for a smarter and more patient-centric approach. In a recent interview, Craig Lipset explores how this transformation impacts #PatientCare."https://twitter.com/Roche_navify/status/1744358303319113947-FINAL THOUGHT - Institutional investors provide:•Capital•Influence•Networking/RelationshipsYou build brick by brick - keep those bricks coming!-ATB

[miavoce] 10/1/2024 16:40

Looks to be forming a bullish flag.