millwallfan
20 Jul 2017
RNS So our system is the best - and the price drops 6%.
millwallfan
14 Jul 2017
Re: How strong is AGL's protected competitiv... I think a lot of people also overlook that there is less than 75 m shares in issue so once the commercialisation really gets rolling with ongoing long term income 'per test' (as I understand it) the stampede for shares can only face very limited supply. the basic economics of demand exceeding supply can then only mean one thing. The critical factor now is the timeline to mass usage across the developed world. I don't know the marginal income/profit per test but let's guess at over £1. Just imagine/dream if we ever got to say ten million tests per year worldwide!!! There were over 350,000 new cases of cancer in 2014 in the U.K. alone so I don't think that 10 mill is unreasonable, especially if each patient needs more than one test or regular tests to check on progress and when the USA, Europe and Australasia and Asia are taken into account. If anyone has better guesses or knowledge on potential usage and profits please feel free to respond. And even more important is the life changing benefits to so many people- what a win win for everyone!!!!
claude reins
10 Jul 2017
How strong is AGL's protected competitive moat? I had some concerns about this. As I said in an earlier post, this is not a drug which is waiting for years and years to get recognition and permission for application. On the other hand I have been a bit concerned about how strong is the protection against competitive inroads. I reread the most recent RNS and I am much more reasuured. KI look foreard to seeing the patents referred to when they are in place!'These study results infer that best performance can be achieved when combining selected gene information analysed from the Parsortix harvest in an algorithm with certain patient condition information. The algorithm, which is proprietary, will be further optimised to give the best performance in the upcoming validation study. It is expected that it will be possible to apply for patent protection on the details of the algorithm strengthening ANGLE's competitive positive further. Therefore, full details of the analyses are being restricted until this process is complete. The cancer centres involved will then publish the full results of the studies in leading peer-reviewed publications.'PS I presume that should say 'competitive position' not 'positive'.
claude reins
10 Jul 2017
Re: Large Buy The coin is always double sided. With a few big investors, thye should always be in a position to stump up extra cash in a placing, especially when the story is so good - and getting better. This is not another of these drug situations where they have to go through major hoops over a lo of years to get approval. This is a straightforward procedure which is already demonstrating great performance in parallel to other methods currently in use, and in several separare sectors of cancer therapy. In answer to a later posting than yours, I dont know why there is such a fall off after good news. I wish I did! Any ideas anyone, because the fall off to say 55p recently should have been a great buying opportunity. In this scenario, my heart is saying buy more - Strong Buy but my head is saying wait - Hold - especially I am now sitting on an unhealthy loss after the recent fall back. I was at breakeven only very recently after the last great RNS!
autpaxautbellum
08 Jul 2017
Re: Large Buy Jitters over raising further cash.Results on 27 July.
millwallfan
07 Jul 2017
Re: Large Buy Ranged 55 to 72 up and down in last 3 weeks. Very volatile - we know the good news and the massive future potential, albeit some way ahead, but why the downturn???
millwallfan
06 Jul 2017
Re: Large Buy So over 30% inhand of 4 holders including 3 investment funds. Wouldn't take much for them to get together to take control if they really wanted!!! Not ideal for pi's
claude reins
05 Jul 2017
Re: Large Buy I have that down as taking place at 3.45, and may well have been a sell? Can you add any more information?Also for information, the following have more than 3% share in the company. Newland is the CEO so has quite a stake in the company.Significant Shareholders (>3%) Date Amount Holding %Jupiter Asset Management Limited 01/06/2016 7,404,584 9.90%Andrew Newland 27/10/2016 7,054,686 9.43%Lombard Odier Investment Managers group 03/04/2017 5,899,164 7.88%Fidelity International Limited 01/06/2016 2,325,581 3.11%
davedo
05 Jul 2017
Large Buy Somebody bought 435496 shares at 58-25p at 9-45 not far from where the price closed at. Monday somebody bought 500k.Last year there final results where on the 28th July so should be an interesting month.
Emerald Carrots
05 Jul 2017
Down 14%. Don't hold but they are on my monitor. Interesting stuff.
Good money after bad
04 Jul 2017
Monetising all this good news ? Anyone have any idea when this good news will start to generate some revenue ? My guess is it won't be in the next 2 years. So ..... will the share price fall significantly as cash funds deplete before picking back up again ?
iq999
04 Jul 2017
Andrew Newland "delighted with results" [link]
millwallfan
30 Jun 2017
Re: Tree shake this week??? Looks like my suggestion this time last week was spot on. Let's hope we now have a new lower trading range.
millwallfan
23 Jun 2017
Tree shake this week??? Nm
investor789
19 Jun 2017
Telegraph article today Whereas the Daily Mail article seemed to relate to the RNS and was very encouraging,; this Telegraph article headed "Blood test could revolutionise prostate cancer treatment" which speaks of a three in one blood test does not appear to readily correlate with the RNS press release dated 15 June so the question is what competition does Angle have and which test(s) will prevail?It is disappointing to see the share price dropping back
