Angle (AGL) Share Price

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Angle Plc	LSE:AGL	London	Ordinary Share	GB0034330679	ORD 10P

	Price Change	% Change	Share Price	Shares Traded	Last Trade
	0.00	0.00%	11.25	67,808	08:00:00

Bid Price		Offer Price	High Price	Low Price	Open Price
10.50		12.00	11.25	11.25	11.25

Industry Sector	Turnover	Profit	EPS - Basic	PE Ratio	Market Cap
Business Services, Nec	2.19M	-20.13M	-0.0624	-1.80	36.3M

Last Trade Time	Trade Type	Trade Size	Trade Price	Currency
16:28:58	O	900	10.8389	GBX

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Angle (AGL) Latest News

Angle News

Date	Time	Source	Headline
15/11/2024	14:33	ALNC	Angle stock surges as firm showcases new assay products
15/11/2024	07:00	UK RNS	Angle PLC Research on HER2 assay kit showcased at AACR
15/11/2024	07:00	UK RNS	Angle PLC Parsortix based PD-L1 assay showcased at AACR
13/11/2024	07:00	UK RNS	Angle PLC ANGLE presents two posters at EACR
11/11/2024	12:07	ALNC	Angle notes use of Parsortix system in treatment resistance study
11/11/2024	07:00	UK RNS	Angle PLC Parsortix enriched CTC & ctDNA in NSCLC patients
17/10/2024	06:00	UK RNS	Angle PLC Publication demonstrates CTC profiling potential
26/9/2024	12:30	ALNC	EARNINGS: Ebiquity bemoans poor conditions on swing to interim loss
26/9/2024	06:01	UK RNS	Angle PLC 100th publication supporting Parsortix system use
26/9/2024	06:00	UK RNS	Angle PLC Half-year Report

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Angle Investors Angle Takeover Rumours

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Angle (AGL) Discussions and Chat

Angle Forums and Chat

Date	Time	Title	Posts
11/12/2024	23:56	ANGLE PLC - 2019 THREAD - LIQUID BIOPSY COMPANY	26,756
15/11/2024	13:28	AGL has been Jinxed by the God of Shite. 10p Target	282
11/11/2024	16:35	FDA approval	39
11/10/2024	19:43	Should I stay or should I go	2
17/9/2024	13:34	6 monthly AGL check in	3

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Trade Time	Trade Price	Trade Size	Trade Value	Trade Type
2024-12-11 16:29:00	10.84	900	97.55	O
2024-12-11 13:10:17	10.70	1	0.11	O
2024-12-11 13:10:02	10.84	15,845	1,717.42	O
2024-12-11 12:00:53	10.56	1,000	105.60	O
2024-12-11 11:39:00	10.56	620	65.47	O

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Angle (AGL) Top Chat Posts

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Posted at 11/12/2024 08:20 by Angle Daily Update Angle Plc is listed in the Business Services, Nec sector of the London Stock Exchange with ticker AGL. The last closing price for Angle was 11.25p. Angle currently has 322,641,668 shares in issue. The market capitalisation of Angle is £36,297,188. Angle has a price to earnings ratio (PE ratio) of -1.80. This morning AGL shares opened at 11.25p Read Full Thread Reply
Posted at 19/11/2024 07:34 by m_night10 #POLX next less than half the mcap of #AGL but a stronger cash position and higher revenues and growth. POLX Polarean Imaging 1.6p I fancy to fill the gap to 3.2p and head to 10p+. Mcap is peanuts and cash position is much longer to Q2 2026 and revenue are higher and growing even more quickly than this.. I see it as a steal for the FDA approved Xenon MRI. No company debt, masssive growth potential in the worlds biggest health market the United States where it's already in 21 clinical settings, best in class next generation MRI. Revenues rising up 3000% to $3mil for 2024 and doubling again next to $6mil in 2025 Cash runway to minimum of Q2 2026, looks set to be extended given revenues ahead of expectations. Putting this UK recovery play potential on radars as used to trade at 100p and has made significant commercial progress since FDA approval. Massive takeover target and will be sold for 20p+ share price. 1. September 18th 2024: Interventional radiology vendor Merit Medical to acquire device portfolio for $210M. APPROX 13P SHARE PRICE EQUIVALENT FOR POLX 2. September 25th 2024: Private equity firm acquiring diagnostic imaging provider for $658M APPROX 48P SHARE PRICE EQUIVALENT FOR POLX 3. October 14th 2024: Hologic to Acquire Gynesonics The women’s health company will be purchased for approximately $350 million. APPROX 22P SHARE PRICE EQUIVALENT FOR POLX 4. Bracco current major TR1 Holder of Polarean splashed out $450MILLION for a diagnostic buyout POLX easy buyout target more massive premiums as per the above imv. DYOR, not advice. Read Full Thread Reply
Posted at 12/11/2024 19:01 by m_night10 POLX Polarean Imaging about to break out above 2p soon. Mcap even less than AGL but cash position is much longer to Q2 2026 and revenue are higher and growing even more quickly than this.. I see it as a steal for the FDA approved Xenon MRI. No company debt, masssive growth potential in the worlds biggest health market the United States where it's already in 21 clinical settings, best in class next generation MRI. Revenues rising up 3000% to $3mil for 2024 and doubling again next to $6mil. 155p and gap at over 3p. ATH 100p. Cash runway to minimum of Q2 2026, looks set to be extended given revenues ahead of expectations. Putting this UK recovery play potential on radars. 1. September 18th 2024: Interventional radiology vendor Merit Medical to acquire device portfolio for $210M. APPROX 13P SHARE PRICE EQUIVALENT FOR POLX 2. September 25th 2024: Private equity firm acquiring diagnostic imaging provider for $658M APPROX 48P SHARE PRICE EQUIVALENT FOR POLX 3. October 14th 2024: Hologic to Acquire Gynesonics The women’s health company will be purchased for approximately $350 million. APPROX 22P SHARE PRICE EQUIVALENT FOR POLX 4. Bracco current major TR1 Holder of Polarean splashed out $450MILLION for a diagnostic buyout POLX easy buyout target more massive premiums as per the above imv. DYOR, not advice. Read Full Thread Reply
Posted at 06/11/2024 13:05 by 5oletrader NHS say:'Targeted' medicines KILL cancer cells. Used: Before surgery to help make the cancer smaller After surgery to lower the chance of the cancer coming back If you have secondary breast cancer to help control your symptoms If you are not able to have surgeryhttps://www.nhs.uk/conditions/breast-cancer-in-women/treatment-for-breast-cancer-in-women/-CRUK say:Not 'all' targeted and immunotherapy drugs are suitable for you. Some are only available 'IF' the breast cancer cells have 'certain receptors'. Your doctor does various tests on the cancer cells to find this out. BREAST cancer CAN CHANGE producing large amounts of a 'PROTEIN' called human epidermal growth factor receptor 2 (HER2). These are called HER2 positive breast cancers. So in this situation, you might have treatment that targets these HER2 'receptors'. Your doctor may also check for a 'PROTEIN' called PD-L1 on the surface of cancer cells if you have secondary triple negative breast cancer. To test your cancer cells, DOCTORS 'NEED' A SAMPLE OF YOUR CANCER.There are many different types of targeted and immunotherapy drugs. 'Some' of the drugs used for breast cancer below: Abemaciclib (Verzenios) Alpelisib (Piqray) Atezolizumab (Tecentriq) Denosumab (Prolia, Xgeva) Everolimus (Afinitor) Neratinib (Nerlynx) Olaparib (Lynparza) Palbociclib (Ibrance) Pembrolizumab (Keytruda) Pertuzumab (Perjeta) Ribociclib (Kisqali) Sacituzumab govitecan (Trodelvy) Talazoparib (Talzeena) Trastuzumab (Herceptin, Herzuma, Ontruzant) Trastuzumab deruxtecan (Enhertu) Trastuzumab emtansine (Kadcyla) Tucatinib (Tukysa)DYOR - re Manufacturers https://www.cancerresearchuk.org/about-cancer/breast-cancer/treatment/targeted-immunotherapy-drugs-Now... testing these cancer cells... If you want RNA - you 'HAVE' to do it off the cell If you want 'PROTEINS' like HER2, you 'HAVE' to do it off the cell 29m44shttps://youtu.be/b8lyXw--oVo?feature=shared-The 'current' standard of care is a single TISSUE biopsy. ?Repeat biopsies are generally impractical, most patients only undergo HER2 testing at their INITIAL diagnosis. No practical way to reassess HER2 status as the disease progressesAnd...The 'Big Dog' says; AZN - WATCH VID labelled:"Find out how our BioPharmaceuticals teams are rising to the challenge of delivering precision medicines" Pay 'attention' at 1m49s to 2m08s - are 'YOU' listening?https://www.astrazeneca.com/r-d/precision-medicine.html#modal-generic-Up to 40% of tissue biopsy HER2 results are 'out-of-date' by the time of prescription of HER2 drugs. HER2 drugs particularly ADCs 'need' real-time assessment of HER2 status. So... HER2-targeted therapies require ACCURATE and up-to-date HER2 information - This can 'ONLY' be achieved by analysing CTCs - a 'major gap' in the market.-"CUTTING-EDGE"AGL provides Immunofluorescence (IF) and FISH in 'ONE ASSAY' AGLs assay COMBINES immunofluorescence (IF) staining to detect HER2 protein expression 'AND' fluorescence in situ hybridization (FISH) to detect HER2 gene amplification, all from a 'SINGLE BLOOD SAMPLE' = 'cutting-edge' :) ?https://angleplc.com/laboratory-services/her2/Note: The use of BOTH protein expression (via IF) 'AND' gene amplification (via FISH) provides a comprehensive understanding of HER2 status. HER2 protein expression DOES NOT always correlate with HER2 gene amplification, so measuring both can help oncologists make better-informed treatment decisions. Current key players often use 'EITHER' IHC 'OR' FISH separately, which may not give the full picture. For example, IHC tests measure ONLY 'protein' expression, while their FISH tests focus ON gene amplification, often requiring SEPARATE TESTS. AGLs ability 'TO DO BOTH' from a single blood sample streamlines the process.-"NEW OPPORTUNITIES"Worthy of adding to above list of drugs: FDA approves ROCHE's ITOVEBI, a 'targeted' treatment for advanced hormone receptor-positive, HER2-negative breast cancer with a PIK3CA mutationhttps://www.roche.com/media/releases/med-cor-2024-10-11I note: ITOVEBI will be available in the US in the coming weeks. Early, comprehensive biomarker testing with an FDA-approved test, such as Foundation Medicine's FoundationOne®Liquid CDx, can help identify people with HR-positive, HER2-negative breast cancer with a PIK3CA mutation.https://www.foundationmedicine.co.uk/our-services/liquid.html-"Observation re ROCHE"Worth remembering: The 'limitations' of ctDNA tests like FoundationOne®Liquid CDx, are highly effective for detecting known mutations, but they 'MISS' important tumor biology present in CTCs. CTCs offer intact cells with phenotypic and 'PROTEIN' information that CANNOT be gleaned from ctDNA.-"ALL TO PLAY FOR & MUTUAL NEEDS"Given the 'challenges' with static, tissue-based HER2 testing - AGL imo is well-positioned to assist large pharma companies focusing on HER2 therapies, especially ADCs. Pharma 'needs' AGL? And AGL 'needs' pharma?And 'BOTH' are heavily 'invested' in precision oncology and real-time HER2-targeted therapy.-"NEW EVIDENCE"An investigation into the clinicopathologic characteristics and HER2 protein expression in different HER2 FISH groups: LARGE COHORT of 2,702 primary invasive breast cancers. The study 'highlights the importance' of evaluating HER2 FISH 'AND' IHC results in 'TANDEM' for a more nuanced understanding of BC subtypes and their associated clinicopathologic features. Interestingly - BIOVIEW were used for the automated imaging and analysis.https://www.clinical-breast-cancer.com/article/S1526-8209(24)00282-9/abstract-So the...Recommendations of non-invasive methods is covered https://angleplc.com/the-parsortix-pc1-system/Recommendations of measuring both FISH & IHC in tandem is covered: https://angleplc.com/laboratory-services/her2/Recommendations for Mutation analysis is covered: https://www.londonstockexchange.com/news-article/AGL/exclusive-agreement-for-dna-ngs-panel/16677437Recommendations to evaluate the use of above in Pharma Clinical Trials is covered:https://www.londonstockexchange.com/news-article/AGL/contract-announcement-with-eisai-inc/16270914-So ... What Comes Next??? Read Full Thread Reply
Posted at 10/10/2024 13:12 by 5oletrader Hi @gooosed - I'm always interested:)I had my eye on this yesterday after ILLUMINAs recent tweets with:"Something revolutionary is on the horizon and it's smaller than you think" https://x.com/illumina/status/1842233391858528534?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet- https://www.illumina.com/events/webinar/2024/sequencing-innovations.html?media=9086879&utm_medium=Organic_Social&catt=Organic_Social_Twitter-I know!!!Before I get moaned at I understand the focus is on ILLUMINA...But I said before - I try to keep all things AGL or SECTOR relevant.-Interesting that: The MiSeq i100 is designed to make gene sequencing ACCESSIBLE TO SMALLER LABS, which typically outsource their sequencing needs.This 'could' be a BIG POSITIVE for AGL? Firstly: NuPROBE's NGS panel, has ALREADY been validated on Illumina sequencers. The new MiSeq i100 systems are essentially scaled-down versions of ILLUMINAs existing technology, it's HIGHLY LIKELY that the NuPROBE panel will be compatible with these new devices.-Some SECTOR related TAILWINDS maybe as: Smaller labs, which MIGHT NOT have the resources for large-scale sequencing equipment like the NovaSeq X, COULD NOW integrate liquid biopsy workflows - including CTC analysis via PARSORTIX, and analyse the results with the NuPROBE NGS panel on these lower-cost ILLUMINA devices. With in-house capabilities, MORE LABS COULD perform oncology research and diagnostics, offering the CHANCE to incorporate CTC and ctDNA testing at MORE INSTITUTIONS. This BROADENS the POTENTIAL MARKET for AGLs DUAL-ANALYSIS technology, reducing the reliance on large, centralised facilities.-So maybe: Labs that adopt the MiSeq i100 could use it ALONGSIDE PARSORTIX and the NuPROBE NGS panel, offering a SIMPLIFIED, end-to-end solution for cancer research? This 'could' accelerate validation and adoption of AGLs molecular assays in clinical settings?-Also - time is money: The four-hour turnaround time of the MiSeq i100 compared to the older MiSeq sequencer's capabilities is another major advantage? In oncology, speed is crucial. Faster sequencing MEANS QUICKER CLINICAL DECISION-MAKING for treatment adjustments, especially when tracking tumor evolution or drug resistance? This would 'MAKE' combined CTC and ctDNA analysis with PARSORTIX even more clinically actionable?-Why the cost/price is beneficial: With the MiSeq i100 priced at $49k, FAR BELOW the larger NovaSeq X systems, this makes genomic testing MORE AFFORDABLE? ?The LOWER PRICE POINT SIGNIFICANTLY EXPANDS the addressable market for liquid biopsy tests, ALLOWING MORE LABS (especially in developing regions or smaller hospitals) to adopt these systems? This 'could' enable AGL to SCALE its offerings across a broader geographic market and into smaller clinical settings? The EASIER FINANCIAL ENTRY POINT for sequencing makes it feasible for smaller labs to adopt comprehensive cancer profiling tests?-Does this Increase the probability of Potential Partnerships: ILLUMINAs expansion into smaller, more accessible sequencers COULD OPEN DOORS FOR COLLABORATIONs with AGL by co-developing workflows or kits that integrate CTC and ctDNA analysis seamlessly. AGLs focus on dual analysis of CTCs and ctDNA could align with the capabilities of the MiSeq i100 - helping AGL reach researchers and clinical labs that previously couldn't afford in-house sequencing.-"Keeping an Inquisitive Mind" Read Full Thread Reply
Posted at 28/9/2024 10:09 by 5oletrader @Bagpuss, I will try to answer your 'last' question 'first':"When do you actually think customers will routinely be paying money for combined CTC/ctDNA tests from Angle using NuProbe?"A - If you are referring to FULL SCALE commercial clinical adoption - I will not BS you and ballpark 3-5yrs! -I can pretty much guarantee what your/others initial 'emotional' response to that answer is - BUT - I would negate entertaining those emotions and think for a moment.-There is NOTHING stopping AGL from IMMEDIATELY introducing the dual analysis in research settings or early clinical studies.I feel you/others 'might' be overlooking how AGLs EISAI, ASTRAZENECA & RECURSION partnerships 'could' provide an IMMEDIATE PATHWAY for deploying the NuProbe NGS panel in a clinical trials setting. WHY is this is significant? Because clinical trials and research projects are often the FIRST STEP toward commercialisation - helping build the evidence base and credibility needed for BROADER adoption. AGL can LEVERAGE these research opportunities to demonstrate the value of the NuProbe NGS panel before it's available for routine CLINICAL use (3-5yr TF). Shrewd business getting paid to build evidence and credibility?-HERE & NOW:Short-term using your 12-18month time frame I 'DO' see opportunity.That's why I used the EISAI example for context - AGL using their position to leverage deal values.I, like you have to do my own research and ballpark opportunities - so - I'll throw a 'thesis' out there 'AND' I will keep the numbers conservative:EISAIASTRAZENECARECURSION 50 patient cohort each 3 x time points in 12 month period BASE LINE - 450 TOTAL blood samples neededCrunching some numbers: 450 x $2.5k blood samples = £1.1M 450 x $3.5k NuProbe NGS analysis = £1.5M TOTAL Conservative estimate = £2.7MVARIABLES:Other factors need to be considered: What 'if' these clinical studies become 100 patients cohorts? Value rises to £5.4M What 'if' AGL are utilised in three (3) 'separate' clinical studies per Pharma Deal using 50 patient cohorts? Value rises to £8.1M What 'if' AGL are utilised in three (3) 'separate' clinical studies per Pharma Deal using 100 patient cohorts? Value rises to £16.2M-USAGE:I mentioned this before but emotions are running too high for some to process. Re the NuProbe NGS panel we need to consider volume usage etc: SMALL research groups or clinical labs could use between 20 to 50 panels per year. LARGER institutions or those involved in multiple clinical trials may USE HUNDREDS of panels annually. CLINICAL STUDIES focusing on personalised medicine (tumor tracking/drug resistance monitoring) will involve MORE frequent testing - POTENTIALLY requiring MULTIPLE panels PER patient PER year.-OTHER SHORT TERM CONSIDERATIONS:AGL have 260 Parsortix machines deployed at various locations. 'Using' the above 'usage volumes' if we assume these 260 PARSORTIX machines are being utilised by SMALL research groups then:1) - We KNOW the NuProbe Panel can be deployed immediately in this setting2) - It's NOT unreasonable to expect their usage to be between 20-50 panels EACH per year (median 35 panels)Number crunch that: 260 locations x 35 panels each @ $3.5k per panel = £31.8M-CONCLUSION ON NUMBERS:I'm talking shorter term 'potential' here - but I 'CAN' find a sliding scale of a probable: £35M to £50M of research sale opportunities using NO MORE than the CURRENT deployment of Parsortix machines and the CURRENT pharma partnerships - excluding EVERYTHING ELSE! (Ponder that)-EVIDENCE:It should be noted from the RNS:"NuProbe will transfer manufacture of the NGS panel to a LARGER-SCALE manufacturing site" Why?"The NGS panel enables highly sensitive and specific high throughput gene analysis and has IMMEDIATE applicability to AGLs PHARMA services customers and TRANSLATIONAL RESEARCHERS 'using' the Parsortix system" Does that back up my thesis above?"In the longer-term provide clinicians with the potential for continual optimisation of personalised cancer treatment plans" Does this reaffirm the goal of full scale clinical adoption?-You express frustration in your post - very understandable and shared emotion!It's fine if 'you' and 'others' disapprove of my posts but I do 'try' to express my views based on AGL facts & sector related info.I will happily engage in constructive conversation here - unfortunately tho, this is nonexistent most of the time.-I hope the above is helpful for your own research/risk assessment etcGL Read Full Thread Reply
Posted at 26/9/2024 17:13 by 5oletrader What a day!!!The bears were undeniably correct on their short term thesis - if they think 'I' or 'others' deserve a bloody nose then I accept that.But... knock me down, I will get up again!-"DISAPPOINTING"The sentiment here is now rock bottom - and I share the frustrations/pain with some.HOWEVER - considerations need to be made: The BEAR argument here was always about REVENUE AGL - said Revenues will be materially lower than previously anticipated - I agree thats s@*t on the face of it and the BEARS win-"PRODUCT SALES - PEELING THE ONION"We 'know' AGL are a Product & Service based business - It's the PRODUCT sales that won the BEAR argument, BUT: Overall, the PRIMARY drivers for the current situation seem to be EXTERNAL regulatory and economic pressures, NOT INTERNAL mismanagement - so the causes of the difficulties are not directly AGLs fault. AGLs response/strategic adjustments will influence their ability to weather these EXTERNAL issues AGL has taken the strategic decision post-period end to prioritise investment on its large pharma strategy and REDUCE costs in other areas, such as PRODUCT-related activities, to SUBSTANTIALLY LOWER the ongoing cost base-"SALES - OVERALL"Interestingly - Despite the recent UNEXPECTED constraints on PRODUCT sales, REVENUES for H2 are expected to DOUBLE compared to H1 with the FULL year REVENUE expected to be between £3M and £3.7M Median of £3.35M FY24 Revenues vs £2.2M FY23 Revenues = 52% growth ?Despite the external challenges - this is still GROWTH albeit at a slower rate than anticipated Also - nice to see a solid order book UP to £1.9M-"SHIFTING PRIORITIES"The reduction in paid-for KOL activities could be wise as KOL activities can be expensive? Given the EXTERNAL pressures, AGL could be choosing to focus on PARTNERSHIPS that can deliver more immediate or significant returns rather than continuing to fund widespread KOL activities.-"AI IN CELL IMAGE ANALYSIS"Interesting that - AGL has also started work with encouraging results on the application of AI in cell image analysis (both immunofluorescence and FISH). Note:1) - Humans can make mistakes or have varying interpretations when analysing cells. AI ensures consistency by analysing every image in the same way, reducing errors.2) - AI can process large numbers of images much faster than humans, allowing for high-volume analysis. This is crucial when you need to analyse many samples quickly, such as in large clinical trials or when testing many patients.3) - By automating the analysis, companies can reduce labor costs associated with hiring skilled technicians to do this work manually. Lower costs can make CTC analysis more accessible and scalable.4) - Automating the process makes it easier to adopt on a larger scale in hospitals and research labs, opening the door to wider use of liquid biopsies (like CTC analysis) in ROUTINE cancer care.-"CLUES"AGL is proactively engaging with a range of LARGE MEDICAL DIAGNOSTIC and PRECISION MEDICINE COMPANIES with a view to working WITH them to port existing tissue-based assays to a liquid biopsy format. PORTING - basically modifying or re-engineering these assays so they CAN be run on blood samples (liquid biopsy) instead of needing a physical tissue sample. WHO - Roche? ThermoFisher? Illumina? Raising the probability of some form of partnership here?-"WHAT NOW" There is value here - YE £3M+ in Revenue proves that - GROWTH still intact Costs are being substantially lowered Shift in priorities is obvious to me. SERVICES - the goal to partner with Large Pharma companies. PRODUCTS - the goal to partner with Large Medical Diagnostic Companies. AGL have obviously tried to do too much at once - underestimating the rapid changes in external factors Sometimes - narrowing your focus is a good thing BEARS - I'm sure 'some' would have dabbled on taking a small amount of shares today (fair play) Tinpot they are not - AstraZeneca, Eisai, Recursion - they see the future Pipeline - BioView etc Today - the market let you buy all the above for FREE. BEARS were correct in the 'here and now' ?The 'here and now' - is NOW HISTORY and the market has to look forward. ?Is the risk in the next 6 - 12 months to the downside, or upside? Think carefully on thatAlso...-"TECHNICAL HEADS"Some observations: Interesting that ALL CHART price/liquidty GAPS to the downside are NOW filled The price/liquidity GAPS are now on the UPSIDE Also, 90%+ WEAK holders are now stopped out with price breaking new lows They say - buy low sell high. Q - did you buy high and sell low today?-To conclude - I had faith that AGL could have done better in the SHORT term - I was proved wrong today. 12 months from now however?-ATB Read Full Thread Reply
Posted at 23/9/2024 20:01 by 5oletrader (And yes I have an opinion too)-THINK ABOUT IT:Exclusive global licensing rights (outside of China) to use NuProbe's pan-cancer NGS panel.1:AGL is being granted the rights to use NuProbe's NGS panel2:AGL can market and commercialise this technology under its OWN brand.3:Exclusivity - AGL has the sole right to commercialise this specific NGS panel in territories outside of China - PREVENTING competitors from using the same NGS panel with their own systems - surely this gives AGL a MONOPOLY on this technology in KEY MARKETS like the US, EUROPE, and beyond?4:Competitors will NOT have access to the same combination of technologies (CTC capture + NuProbe's NGS panel) - giving AGL a strategic competitive advantage.-MAJOR POSITIVES:1:The exclusivity of the NGS panel allows AGL to offer a ONE-OF-A-KIND solution that NO OTHER company can match.2:Competitors CANNOT use NuProbe's panel, meaning AGL can uniquely offer the combination of CTC-based analysis alongside ctDNA sequencing.3:Having exclusive access to this technology positions AGL to CAPTURE a LARGER share of the liquid biopsy market.4:The exclusivity further AMPLIFIES AGL's market APPEAL, particularly for pharma services and clinical diagnostics companies 5:The exclusivity of this technology OPENS THE DOOR for potential collaborations and partnerships with large pharma companies, research institutions, and clinical labs.6:Covering a WIDE ARRAY of MUTATIONS relevant to targeted therapies - this aligns well with drug development efforts in oncology.7:Pharma companies might be drawn to AGLs UNIQUE technology for use in clinical trials and personalised medicine.8:Having proprietary access to the NGS panel means AGL can set PRICING and CONTROL the commercial rollout, allowing for PREMIUM positioning in the market.9:Enables AGL to adapt and optimise the technology specifically for PARSORTIX retaining competitive EDGE in terms of performance and clinical outcomes.10:Long term AGLs exclusive rights to this NGS panel will foster REPEAT business from clinical oncology centers and pharmaceutical companies.11:As more institutions adopt liquid biopsy for cancer diagnostics and treatment monitoring AGLs exclusivity on this HIGH-PERFORMANCE panel could result in substantial recurring revenue streams.-NGS PANELS ARE SINGLE USE - PENNY DROPPED YET?1:Average number of panels used per year by a research/teams can vary widely.2:SMALL research groups or clinical labs could use between 20 to 50 panels per year.3:LARGER institutions or those involved in multiple clinical trials may USE HUNDREDS of panels annually.4: STUDIES focusing on personalised medicine (tumor tracking/drug resistance monitoring) will involve MORE frequent testing - POTENTIALLY requiring MULTIPLE panels PER patient PER year.-PREMIUM PRICE:Base line: IF - Illumina TruSight Oncology 500: used in both research and clinical settings, with pricing often ranging from $2k to $5k THEN - A reasonable ESTIMATE for AGLs panel would be around $3.5k (median of base line) - given the advanced capabilities (sensitivity, dual-analyte analysis), and likely focus on pharma services and clinical TRIALS markets. ?These sectors are WILLING to PAY premium prices for high-quality diagnostics. ?Price is competitive yet reflective of the added value provided by the panel's unique ability to analyse both CTCs and ctDNA from a single sample, which is NOT COMMON in most other NGS panels-RUNNING THE NUMBERS:Firstly:Currently there are 290 parsortix machines in use (growing)Secondly:Using an average panel cost $3.5k (Median of 35 from small research groups) NGS panels used per yearRESULT: 290 machines x $3.5k NGS panels = £1+M x 35 annual NGS panel usage = £35+M -You are welcome!!! Read Full Thread Reply
Posted at 16/9/2024 17:45 by 5oletrader @BShorts - informative & valued post as always.I feel this article ties in nicely with your theme? https://www.biopharmadive.com/news/cancer-immunotherapy-decade-keytruda-opdivo-pd1-oncology/725774/- NOTE WORTHY COMMENTS: Loew claims cancer immunotherapy research is following a fairly typical pattern, though. Generally, drug development occurs in 10-year cycles, she said, and in immunotherapy, "WE'RE ABOUT TO SEE ANOTHER EVOLUTION, ANOTHER STEP CHANGE" - Noting the approval dates of these:-DRUG - Keytruda MERCK & CO.Approved 201420 cancer types approval SALES in '23 - $25BILLION - and -DRUG - Opdivo BRISTOL MYERS SQUIBBApproved 201411 cancer types approval SALES in '23 - $9BILLION-"The... WHAT IF" IF - Merck doesn't see its future in new cancer immunotherapies. Instead it's leaning into TARGETED treatments THEN - AGL appear to be in the 'right place' at the 'right time' for sure? ?As they are advocating for a more innovative approach to cancer immunotherapy that goes beyond just improving upon PD-1 inhibitors and looks at NEW WAYS to manipulate the immune system https://angleplc.com/laboratory-services/portrait-pd-l1/-"ARTICLE CONSIDERATIONS + AGL"-IDENTIFYING THE RIGHT PATIENTS FOR 'NEW CHECKPOINT TARGETS: Too much focus has been placed on PD-1 blockers, and there should be more effort on discovering new immune checkpoints. ?AGLs PORTRAIT PD-L1 ASSAY can be PIVOTAL in this DISCOVERY PROCESS by providing real-time data on PD-L1 expression in patients, which can help researchers understand how PD-L1 interacts with other emerging checkpoints like LAG-3, TIM-3, or TIGIT. ?As new immune checkpoints are tested, AGLs PORTRAIT PD-L1 ASAAY can track how PD-L1 levels CHANGE in response to non-PD-1 therapies. This real-time data can help researchers assess NEW drug COMBINATIONS or novel checkpoint inhibitors and their effectiveness compared to PD-1 blockers.SUPPORTING COMBINATION THERAPY RESEARCH: Many PD-1 combinations tested so far have been underwhelming, partly because researchers haven't properly assessed how to mix immune therapies. ?AGLs PORTRAIT PD-L1 ASSAY can help IMPROVE the OUTCOMES of COMBINATION TRIALS by providing frequent and non-invasive monitoring of PD-L1 status in CTCs, giving a DYNAMIC PICTURE of how a patient is responding to the combination. This could also allow for better ADAPTIVE TRIAL DESIGNS, where treatment can be modified based on BIOMARKER FEEDBACK. For instance, if a NEW checkpoint inhibitor is being tested alongside a PD-1 inhibitor, AGLs PORTRAIT PD-L1 ASSAY could help determine whether PD-L1 status is affecting the combination's success or failure, and whether switching approaches might be necessary.REDUCING RELIANCE ON REPEATED TISSUE BIOPSIES: One limitation of current immunotherapy research is that it often RELIES on TISSUE biopsies, which are invasive and difficult to repeat. There is a need to think differently about testing new therapies. ?AGLs PORTRAIT PD-L1 ASSAY provides a liquid biopsy ALTERNATIVE, allowing for continuous, non-invasive monitoring of PD-L1 expression WITHOUT the NEED for tissue samples. This could ACCELERATE the TESTING and VALIDATION of new immune checkpoints by enabling frequent biomarker assessments.EXPANDING ACCESS TO TRIALS FOR HARD-TO-BIOPSY PATIENTS: A MAJOR CHALLENGE in immunotherapy development is that NOT ALL patients can provide repeat tissue biopsies, particularly those with hard-to-reach tumors. ?Using AGLs PORTRAIT PD-L1 ASSAY, researchers can INCLUDE a BROADER RANGE of PATIENTS in trials, especially those who may not be able to undergo tissue biopsies. This will OPEN UP OPPORTUNITIES to test new immunotherapy agents in more diverse patient populations, improving the chances of finding effective treatments beyond PD-1.FACILITATING THE DISCOVERY OF NEW CHECKPOINTS: New checkpoint inhibitors HAVEN'T been properly evaluated because much of the focus has remained on PD-1. AGLs PORTRAIT PD-L1 ASSAY could be used to track not just PD-L1 expression, but ALSO how its modulation affects other checkpoints or immune markers in a liquid biopsy context. ?By Integrating AGLs PORTRAIT PD-L1 ASSAY into early-phase trials for next-gen immune checkpoint inhibitors, it could provide real-time feedback that helps refine drug development strategies.-In a nutshell - By: Enabling better patient selection Having real-time monitoring And broader access to trialsAGL can HELP drive the NEXT WAVE of immune checkpoint discoveries and combination therapies, potentially LEADING to BREAKTHROUGHS beyond PD-1. Read Full Thread Reply
Posted at 12/9/2024 19:59 by 5oletrader @bones - you reveal your intentions with statements like this:"I know what your saying and agree but all I'm trying to do is get in at the best time to maximise profits" - in essence by talking the share price up when you have a position, and talking the share price down when you do not.-@ADW - happy to engage with you. To be fair - you've remained firm/open on your opinion. I will respond with a 'bigger picture' answer if I may? (I'm like that)-Personally I only have one (1) expectation/requirement - and that is 'growth'. My thoughts:-"REVENUE GUIDANCE"We have an undisputed statement: "Revenue for H1 2024 is expected to be between £1M and £1.3M with a total of c.40% of FY24 market expectations (£6.45M) for revenue already contracted year to date." So - I'll meet you in the 'middle' of above £1M to £1.3M and 'use' £1.15M for arguments sake.-"THESIS"Why I threw the £5M out there: Half-Year revenue forecast = £1.15M x 2 for Full-Year = £2.3M Full-Year £2.3M + £2.58M of contracted revenue (40% of FY24 market expectations) = £4.88M-"AMBIGUITY or EITHER WAY" MY interpretation of the statement gets ME - £5M(Workings above) YOUR interpretation of statement gets YOU - £4M Curious if your workings are inclusive of the 'agreed' £1.15M as 'PART OF' the 40% contracted value?-"GROWTH"For me - 'growth' is all that matters. 2022 - 2023 = 110% +/- 2023 - 2024 = 120% +/- Trajectory = UptrendStill impressive factoring early stage adoption challenges?-"MANAGING CHALLENGES" The medical diagnostics market is CONSERVATIVE by NATURE - OUTSIDE of AGLs control. (LB is an emerging technology and mindsets 'are' changing) Limitations in the downstream analytical techniques - OUTSIDE of AGLs control ?Restricted grant funding environment for research customers - OUTSIDE of AGLs control ?Adverse funding environment for biopharma - OUTSIDE of AGLs control ?Uncertain macroeconomic outlook - OUTSIDE of AGLs control ?Q - what happens when this changes? (Rates 'are' coming down + breaking the conservative mindset)-"EXPECTATIONS"@ADW you mention - 'a £2M upfront payment from AZN for the next wave of work' In that scenario - this would exceed my revenue forecast and put it 'ahead' of expectations -"BLOWING TAILWINDS" (Many)AGL are actively engaged in many areas - exploitation could be game changing. Some things to ponder: GROWTH - AGL continues to build out of the CAPACITY and CAPABILITY of the UK clinical laboratory by INVESTING in molecular downstream analysis tools and moving and EXPANDING the facilities and capabilities for delivering pharma services and laboratory developed tests (LDTs). OVARIAN - A commercial decision was taken to leverage globally adopted third-party systems for downstream molecular analysis, rather than the in-house HyCEAD platform. The ovarian assay is now being evaluated using these systems before proceeding with commercial launch as a laboratory developed test (LDT). PROSTATE - Compelling data could form the basis for a laboratory developed test (LDT). Solaris Health is one of the largest urology groups in the US. ?LAB SERVICES - CTC enumeration, Portrait Flex, DDR, Portrait PD-L1, Custom CTC assays and now HER2 (re HER2 I've done some further digging & see huge potential here - happy to share findings with you). ALL of these services are now online and ready to generate revenue. ?IMAGING ASSAYS - In development are: 1 - Portrait+ HER2 CTC assay (tick) and 2 - Portrait DDR assay for pKAP1 micronuclei. MOLECULAR ASSAYS - In development are: 1 - Sample to answer solution for parallel analysis of CTCs and ctDNA. 2 - Digital PCR pan cancer assay. 3 - NGS pan cancer assay. 4 - Custom assays and panels. 5 - Single cell picking workflow ILLUMINA - AGL is engaging with Illumina and working closely with key opinion leaders (KOLs) and clinicians. These contacts can help expedite the adoption of a combined molecular profiling approach. AGLs SAB - Dr. Swerdlow is a leading expert in NGS. He was the Senior Director of Research at Solexa Ltd, and a key inventor of their innovative NGS technology - Subsequently acquired by Illumina. BIOVIEW - AGLs partnership represents a significant commercial opportunity to create a unique, quantitative HER2 assay that has no direct competition in the market. This assay's ability to assess HER2 protein expression 'AND' gene amplification in CTCs from a 'single blood sample' - using fluorescence intensity analysis, would make it the ONLY product of its kind. The combination of non-invasiveness, comprehensive HER2 assessment, and real-time monitoring of HER2 status could DISRUPT the market and fill a critical need in both HER2-targeted therapy research and clinical oncology. WHO are the third parties wanting in also? ?PHARMA CONTRACTS - We all know the story here with EISAI and AZN. The goal - Companion Diagnostic. Who else can AGL onboard?-"CONTEXTUALISING PAIN"Pleasure: 7,304,686 shares valued at £1.60 = £11.6M Pain: 7,304,686 shares valued at 12p = £876kThe CEO has vested interest. I feel the impact of this is being unacknowledged by most. I agree - words are just words. But 'skin in the game' is a huge fundamental tick.-"CASH"The recent fund raise puts AGL in a strong position to capitalise on building commercial momentum - with good visibility into 2025. What happens next?: Placing Strategic Partnerships with Pharma Companies Research Grants JVs/Licensing Deal (Illumina?)Keep an open mind here.-"CLOSING THOUGHTS"Maybe worth mentioning: AGL are an early adopter in the Liquid Biopsy field. They are the 'point of the spear' in the realm of CTCs (everyone else is ctDNA because it's easy) and CTC services - it's lonely place up here (point of the spear). As AGL get closer and closer to backing up Parsortix/Services with imperial evidence - the ground will start to swell imo. How close are we? As each day passes we are one day closer to unlocking real value here.-ATB Read Full Thread Reply
Posted at 28/8/2024 17:45 by 5oletrader @Bones - you are welcome to express your skepticism. 'You', 'I' and 'others' can lock horns all day long, but in reality - 'no one' knows!In this game, we 'All' walk the line of skepticism and optimism.I will push back with 'your':-"SKEPTICISM over REVENUE":You imply the lack of new deals = RED FLAG regarding revenue? Remember revenue streams are coming from multiple sources beyond just signed deals. Including: A growing customer base for Parsortix and related products. ?Even without new deals, existing customers may increase their usage which 'COULD' drive revenue growth? Ongoing collaborations with top-tier cancer centers and pharmaceutical companies - any 'COULD' translate into revenue through research contracts, clinical trials, or expanded product usage? AGL is still in the early stages of full commercialisation. As awareness and adoption increase, particularly in the clinical setting, kit sales 'COULD' see a significant uptick? Ramping production and sales capabilities during H1, 'COULD' position AGL for stronger sales in H2 and beyond? AGLs early-stage growth might be slow, but as more institutions validate and rely on Parsortix, sales 'COULD' accelerate?-"SKEPTICISM over CASH":Re cash and the £9M etc AGL has been 'actively' managing its operational expenses to align with its REVENUE GROWTH STRATEGY - including careful control over admin/operational costs, which is crucial for extending the company's cash runway + ensuring they can continue to invest in key areas like research and development (R&D)? The raise of £9M is a 'strategic' move to bolster the cash position. This fundraising was NOT a sign of financial distress - rather a step to ensure that AGL 'can' continue to EXECUTE its GROWTH plans without disruption? The recent £9m 'COULD' be seen as a 'proactive measure' to ensure sufficient liquidity as AGL scales its operations? Raising funds before major announcements 'COULD' be a prudent move - so not necessarily a sign of imminent bad news? Re going concern - it 'MAY NOT' be as precarious 'IF' the company has upcoming partnerships that have 'NOT YET' been disclosed?-"SKEPTICISM on STOCK PRICE":You are calling for a drop in share price. Simply overly pessimistic?OR Simply you see long-term value and 'WANT' the volatility as a buying opportunity for yourself?-"SKEPTICISM over GOOD NEWS bundled with BAD" AGL 'MIGHT' strategically announce positive developments independently - significantly impacting investor sentiment and stock price. Why not 25-30p+ in this scenario? AGL 'COULD' be close to announcing new partnerships, applications for additional regulatory approvals, or breakthroughs in clinical adoption. Any 'COULD' positively impact the financial outlook. What share price then? 50p+?-"BALANCING VIEW & RISK" Agreed it's essential to consider 'ALL' risks. However your view is 'one sided' and not accounting for potential upsides and strategic moves AGL 'COULD' make. With AGLS ongoing partnerships and potential milestones these 'COULD' all contribute to a 'stronger-than-expected' performance in 2024?-ATB Read Full Thread Reply

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