Angle Share Discussion Threads

[cocorico2009] 20/3/2024 08:42

Empty Vessel

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Havinthelasttoast20 Mar '24 - 07:52 - 23493 of 23494 (Filtered)

Havinthelasttoast20 Mar '24 - 08:32 - 23494 of 23494 (Filtered)

[havinthelasttoast] 20/3/2024 08:32

Placing rumbled. Drift for a few weeks.

Tank into single numbers in a few months. Emergency placing at 6p, Massine dilution. That’s my prediction.

[havinthelasttoast] 20/3/2024 07:52

It ain’t all a conspiracy smith. Where is the 6m shortfall coming from. If they are going to run out of cash in Q1 25 do you think they are better to raise cash when the price was high teens or wait for it to drop until low single numbers as we get closer to deadline. Think about it dummy

[sawney] 20/3/2024 07:32

Mmm...all well and good but...we're coming up to 2 years since FDA and still little to show for it financially...with virtually no II support...did I read somewhere that to achieve FDA something like £60M was spent (happy to be corrected)....and now the MC is only £35M?...and the steady drip drip of death by a thousand cuts...even my patience is wearing a little thin....
Seems like someone is going to get this on the cheap cheap....:-(

[bones699] 20/3/2024 07:31

There was no product and market pipeline slide on how and when they were going to commercialise Parsortix at January's investors meet and Newland just plucked £6m out of thin air no one questioned him where that was coming from..

He then went on to say if that £6m wasn't reached he had 'strategic initiatives' to close the gap and listed a placement being one of them as they had done this before!

[adw198] 20/3/2024 07:25

Yep that’s a good summary of the potential. I don’t see it as talking a company down to acknowledge the reality that cash will be needed to keep the lights in within 12months - or sooner of the forecast £6m income does t arrive.
That really has certainly triggered a few people who either didn’t realise the current reality or can’t accept it. We’re essentially on a race to get just one of these deals as the current $250k trial isn’t going to cover the bills. Hopefully some of the other sides of the business are thriving - I can’t trace what the split of the £6.6m is coming from.

[5oletrader] 19/3/2024 23:27

With just...• One Business - AGL Lab ServicesWith just...• One Customer - EISAIWith just...• One FDA approval - BREASTEquates to just...• One $451+M *OPPORTUNITY*-NOTE - Eisai has several ongoing trials with a number of investigational compounds and biological agents in various stages of development.-To AGL this equates to:• 40,090 total patients• $3,750 per blood sample• 3 x time points (per patient)-40,090 x $3,750 = $150+MMultiply x 3 time points = $451+M-Opportunity (1)• A Study of E7090 as Monotherapy and in Combination With Other Anticancer Agents in Participants With Estrogen Receptor Positive (ER+) and Human Epidermal Growth Receptor 2 Negative (HER2-) Recurrent/?Metastatic Breast Cancer• NCT0457229572 x patients-Opportunity (2)• Study of H3B-6545 in Japanese Women With Estrogen Receptor (ER)-Positive, Human Epidermal Growth Factor Receptor 2 (HER2)-Negative Breast Cancer• NCT0456890233 x patients -Opportunity (3)• A Study of BB-1701 in Previously Treated Participants With Human Epidermal Growth Factor Receptor 2 (HER2)-Positive or HER2-low Unresectable or Metastatic Breast Cancer• NCT06188559135 x patients -Opportunity (4)• A Study of H3B-6545 in Combination With Palbociclib in Women With Advanced or Metastatic Estrogen Receptor-Positive Human Epidermal Growth Factor Receptor-2 (HER2)-Negative Breast Cancer• NCT0428808936 x patients-Opportunity (5)• A Phase 2 Study of Eribulin Followed by AC as Preoperative Therapy for HER2-negative Inflammatory Breast Cancer• NCT0262397222 x patients-Opportunity (6)• Assessing ImmunoResponse Post Eribulin: Eribulin and Immunogenicity in Advanced Breast Cancer (AIRE)• NCT0503376982 x patients-Opportunity (7)• Eribulin as a Second-line Treatment in Triple-negative Advanced Breast Cancer (HERMIONE-10)• NCT05302778200 x patients -Opportunity (8)• Lenvatinib+Letrozole Versus Fulvestrant in Metastatic ER+/?HER2- Breast Cancer, Post Progression on Al + CDK4/?6 Inhibitor• NCT05181033120 x patients-Opportunity (9)• Detect V /? CHEVENDO (Chemo vs. Endo)• NCT02344472270 x patients-Opportunity (10)• Southeast Netherlands Advanced Metastatic Breast Cancer Registry (SONABRE)• NCT035771976000 x patients -Opportunity (11)• Evolution of the Therapeutic Care in Metastatic Breast Cancer From 2008 (ESME-MBC)• NCT0327531133000 x patients-Opportunity (12)• Scalp Cooling in MBC• NCT04986579120 x patients-Https://clinicaltrials.gov/search?term=eisai&cond=cancer%20OR%20carcinoma&aggFilters=status:rec%20not%20act%20enr&city=-Execute/multiply above with other large pharma companies and...AGL has the opportunity to be a BILLION DOLLAR company?!-Keep talking it down!ATB

[adw198] 19/3/2024 22:43

@Tmysignal he specifically says they have a funding gap from Q2 25 to expected break even towards the end of 25.
He does also say perhaps they won’t need to goto market IF they can accelerate the commercialisation. Of which there’s no evidence of hitting the £6m revenue, let alone exceeding it.

We need deals.

[adw198] 19/3/2024 19:10

I’m invested here Simon. What I’ve said above is either factual or my assessment. I’m happy for you to highlight any part of what I’ve said you dispute or disagree with.
Blind faith doesn’t pay the bills.

[simonsmithiv] 19/3/2024 18:33

There's loads of them working out of the boiler rooms, you can't swat them all.

It's like a pandemic.

Ignore the noise.

[adw198] 19/3/2024 18:22

I think a placing is all but nailed on - the only questions are when and under what terms. They’ve said themselves they’ll need funding from Q2 25 and we know companies don’t wait till the last minute. Plus, that Q2 25 cash runway is presumably based on the £6m revenue expected this year. There’s a distinct lack of detail about where that’s coming from.

Can anyone confirm the exact wording he used to deny a placing?

[havinthelasttoast] 19/3/2024 17:52

Who has missed out bones. It’s now at the same price as before. Only people that missed out is traders. Long term holders are back to purgatory.

Seems the placing rumours were true for the share to drop so hard and the company to come out and deny it. Seems like they can’t get any one to back it anymore. Worrying. Cash is running out fast.

[havinthelasttoast] 19/3/2024 17:50

Maybe the sharp price decline is due to him trying to place one and the market finding out and now nobody will support it, can you believe a word that newland says going by the past?

Seems like his plan was rumbled by the market.

[philjeans] 19/3/2024 16:43

Great opportunity to BUY here tomorrow!

[bobbie121] 19/3/2024 15:29

In his disastrous early interview where he dismissed all us small shareholders, he also said his aim was to get a Parsortix machine in every hospital.If the machines can’t be used for diagnostic purposes, why would the hospitals want them?. For the next few years only research labs will be using them.

[bagpuss67] 19/3/2024 14:54

Company says not working a placing so can we just drop that for now

[zeus19] 19/3/2024 14:45

Telegram group just showed an email directly from Andrew Newland earlier today confirming no placing on the cards and all these chat rumours are purely intended to manipulate the share price

[havinthelasttoast] 19/3/2024 13:18

Price coming into line with placing price maybe?

[havinthelasttoast] 19/3/2024 10:23

Maybe be announced next week ?

[boris cobaka] 19/3/2024 08:46

Nice theory kirk. At what point in your estimation would you consider the action to have commenced?

[bones699] 19/3/2024 08:27

Placement sub 12p on the cards!