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Avacta Share Chat (AVCT)



Share Price: 30.50Bid: 30.00Ask: 31.00Change: 0.00 (0.00%)No Movement on Avacta
Spread: 1.00Spread as %: 3.33%Open: 30.50High: 30.50Low: 30.50Yesterday’s Close: 30.50


Share Discussion for Avacta


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threeputt
Posts: 3,314
Off Topic
Opinion:No Opinion
Price:72.50
RE: DD77
23 Jan '17
well that's just someone trying to get a cheaper price imo, as for a placing that is utter balonry as they will have around 2 years of cash in their coffers.

From the trading update: "strong news flow, expect first (at least) licensing deal in 2017"
"We have made substantial progress over the past year in demonstrating the performance and differentiation of our Affimer technology in key applications. It is pleasing that this is now translating into a custom Affimer order book and paid-for commercial evaluations that could ultimately lead to licensing deals. While it will take time for these evaluations to conclude, it is reasonable to expect to see the first of these in 2017.

With our expectation of strong news flow to underpin increasing shareholder value this year, we start 2017 with great enthusiasm."
 
Immersion
Posts: 10
Premium Chat Member
Research
Opinion:Sell
Price:72.50
Alternative technology
23 Jan '17
Another post from Wan over on ADVFN -

The following has been on my radar for quite a while and is another alternative technology to antibodies, MIPs (Molecularly Imprinted Polymers) from a UK company, MIP Diagnostics Ltd and is very interesting, their CEO Dr Adrian Kinkaid is an ex Chief Commercial Officer from Avacta.

The robust nature of MIPs and nanoMIPs make them ideal reagents for a wide range of applications including point-of-care diagnostics and in field based testing. They can withstand harsh chemical environments, such as high concentrations of organic solvents. MIPs have successfully been created and deployed against targets including proteins, peptides and other macromolecular structures, as well as smaller chemical entities such as toxins, drugs, their metabolites and commonly used biochemical species such as enzyme cofactors. Using the proprietary nanoMIP development process, MIP Diagnostics can provide a proven nanoMIP within just two weeks of receiving the target.

No immune response is required and no animals are used in the manufacture of MIPs.

They offer a custom service and they can provide a proven nanoMIP within just two weeks (sometimes less) of receiving the target. Their technology appears particularly well suited to a number of key areas that Avacta are also targeting -

http://www.mip-dx.com/

http://www.mip-dx.com/custom-made-mips

MIP Diagnostics are not a listed entity, but MIP Diagnostic has recently received follow-on investment from Mercia Fund Management (Mercia), a leading investment business in UK innovation and wholly-owned subsidiary of Mercia Technologies PLC (MERC). The investment follows the successful completion of key milestones, including the appointment of CEO Dr Adrian Kinkaid, and the development of an initial sales pipeline. One year into operations, MIP Diagnostics has managed to secure customers and is in initial discussions with several blue chip organisations. So this could be an interesting one to watch, especially if Mercia brings MIP on board as a full portfolio company.

For the record, I own a shares in Mercia Technologies (MERC).
Immersion
Posts: 10
Premium Chat Member
Observation
Opinion:Sell
Price:72.50
RE: DD77
23 Jan '17
Wan's post on ADVFN 21st January 2017 -

Spekky...I think that a history of never delivering is more deserving! We have heard so many times what the next market approach/development will be, for example, Sensipod - never happened, build out a large catalogue of reagents - never happened, microarrays and even revenues expected from microarrays - never happened, a raft of new Animal Health tests - never happened. Now we have confirmation that ubiquitination has gone the same way too!

I won't bore everyone with the raft of other quotations from Alastair regarding the rationale for Avacta's strategy of focusing on ubiquitin, but for those interested just search Avacta Ubiquitylation (or ubiquitination). And also look at the news flow from Ubiquigent - http://www.ubiquigent.com/news-and-events/ (where IP Group has a significant shareholding) and Ubiquigent also has collaboration with Ubiq-Bio....remember them?

Alastair Smith, Chief Executive of Avacta said: “This is probably the most important landmark in the Affimer story so far. Avacta is continuing to build a toolkit for the study of ubiquitylation and will make them available as part of an on-line catalogue which will be launched during the summer of 2014. Despite huge efforts over the past ten years antibody companies have been unsuccessful in building libraries of ubiquitin specific antibodies. Within a few weeks we have generated Affimer binders to a specific ubiquitin chain. As a result of the recent financing and this collaboration with UbiQ, we now have the technology and resource and access to ubiquitin chains to create large libraries of ubiquitin specific Affimer reagents. I expect to see a strong collaboration develop in this area with UbiQ and for us to grow a flagship catalogue to serve this important application in the study of ubiquitylation”.
https://www.avacta.com/news/avacta-announces-collaboration-ubiq-bio-bv

As for the Trading Update as whole, it provided scant detail in terms of trading and was bloated out with recycled stuff. The management are starting the year with "great enthusiasm" shouldn't that be without question?

In my opinion, the market is being primed for another placing during 2017, and even if they have announced a licensing deal (which is likely to have no up-fronts), it will almost certainly have to be a heavily discounted offer.
DD77
Posts: 373
Off Topic
Opinion:No Opinion
Price:72.50
RE: DD77
22 Jan '17
Wishey, it's all about a long term game with these type of companies though, you don't expect them to be making profit now, just that they have the potential for big $ in future. Everything is indicating that, so i expected a bounce to at least £1.
threeputt
Posts: 3,314
Off Topic
Opinion:No Opinion
Price:72.50
RE: DD77
21 Jan '17
don't believe they were all sells, my first time buy was at 71.95 yesterday - I liked the update, and the 5 yr chart showing this at the bottom of the next uptrend imo
Wisheyedbortum
Posts: 680
Off Topic
Opinion:No Opinion
Price:72.50
DD77
21 Jan '17
It's the usual story with Avacta, wonderful trading update, but no financials. Where is the money? The MMS left the buy price where it is, so no one is buying and they've dropped the sell price, which means that people are selling. WAN made some very valid points, but finncap has put a target price of £2.00 within a year, so for now I am giving Avacta the benefit of the doubt and holding.
DD77
Posts: 373
Off Topic
Opinion:No Opinion
Price:72.50
RE: avacta optimistic for 2017
21 Jan '17
I thought the trading update was decent tbh and am surprised the SP hasn't surged upwards on it
SharesEvents
Posts: 18
Research
Opinion:No Opinion
Price:72.50
Promotional post
20 Jan '17
The Growth and Innovation Forum will show you how to take advantage of new investment opportunities in technology stocks and funds. Come and see Alastair Smith, CEO – Avact and 20 other companies present at the Growth and Innovation Forum on 31st January 2017 at Business Design Centre London. Find the next stock market ‘winner’. Satellite Solutions Worldwide +79%, CyanConnode +43%, Instem + 44%, Summit Therapeutics +32% and XLMedia +46% all attended last year. Click to register to attend for free https://goo.gl/uumw4P

The other companies also presenting Jaywing, RedstoneConnect, Blancco Technology Group, CloudCall, Frontier IP Group, CyanConnode, Bango, LoopUp, CityFibre, TP Group, AJ Bell, ANGLE, Legal & General UK Alpha Trust, Defenx, Instem, WANdisco, Collagen Solutions, Avacta, One pm Finance, Cenkos Securities and Mirada. https://goo.gl/uumw4P
DinoMustafic
Posts: 80
Off Topic
Opinion:No Opinion
Price:71.50
avacta optimistic for 2017
20 Jan '17
Immersion
Posts: 10
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:72.50
Some reprieve?
6 Jan '17
Posted by Wan on ADVFN -

The following news may provide some reprieve! And would question some of (but not all my rationale) to reduce.

The following is important because it is based on one of the companies I highlighted in my post above and it is based on pre-clinical assets and it could therefore be instructive in terms of valuation and at the very least, being very recent it should give us perhaps a better gauge on the potential of Affimers -

January 5, 2017
Servier, Pieris Launch Up-to-€1.7B Immuno-Oncology Alliance

Servier will partner with Pieris Pharmaceuticals to co-develop Pieris’ preclinical dual-checkpoint inhibitor PRS-332 and up to seven other immuno-oncology bispecific drug candidates in a collaboration that could generate up to €1.7 billion ($1.8 billion) for Pieris.

Pieris and Servier have agreed to initially pursue five bispecific therapeutic programs led by PRS-332, a potentially best-in-class programmed cell death protein 1 (PD-1)-targeting bispecific checkpoint inhibitor.

PRS-332 consists of an anti-PD-1 antibody genetically linked to an Anticalin® protein—based on Pieris' proprietary platform of the same name—targeting an undisclosed checkpoint target. Now in preclinical development, PRS-332 is designed to simultaneously block two immune checkpoints co-expressed on exhausted T cells to further improve on existing PD-1 therapies.

Pieris' multispecific technology allows simultaneous checkpoint inhibition on the same cell, which the company reasons could have a clear advantage over monoclonal antibody cocktails against different checkpoint targets.

Pieris and Servier said they will jointly develop PRS-332 and split commercial rights geographically, with Pieris retaining all U.S. commercial rights and Servier having commercial rights elsewhere in the world.

The four other initial programs have been defined as immuno-oncology bispecific drug candidates that may combine antibodies from the Servier portfolio with one or more Anticalin proteins.

“The versatility of our platform allows for extensive combinatorial target opportunities with the numerous I-O ‘building blocks’ our team has discovered to date,” Louis Matis, M.D., Ph.D., Pieris svp and CDO, said in a statement.

Servier and Pieris also agreed to allow for expansion of their collaboration by up to three additional therapeutic programs. Pieris holds the option to co-develop and retain U.S. commercial rights for up to three programs beyond PRS-332, with Servier overseeing worldwide development and commercialization of the four other programs.

Pieris and Servier said they will share preclinical and clinical development costs for each co-developed program.

Servier agreed to pay €30 milion (about $31.3 million) upfront to Pieris, which may also receive full-time equivalent (FTE) funding for specific projects, an undisclosed option f




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