We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Ha!
Bump
Bump
Global,
Now you go steady mate, you do know it's not going to go up in a straight line don't you? We don't want to hear you keep telling us you've sold and bought back 3 times a day. Just relax and enjoy the ride. It may be a long one for the best results.
I hope the manufacturer announcements, due very shortly btw, give an indication of their available capacity. Until then I must keep being miserable and post reminders that Sir Al was commenting on demand. We will soon find out about supply. Dewamping over.
If those numbers are as high as that, well, now won’t that be something? At that point, I’m going to start penning my resignation letter. Back to wamping.
In all seriousness if this saliva thingy works and is best in class.....isn’t every country on planet Earth going to want billions of them?
Or have I missed something?
Profit from 100-200 million tests a month, " quite reasonable " lol how to downplay and keep your feet on the ground.
It's more than reasonable big Al it's mind blowing!!!!
Don't have us coming down there with a jack hammer RD....LOLOLOL...;-))
If Alistair said 2 weeks for optimisation then expect max 1. He definitely wouldn't say 2 weeks and risk it running for 3..
Last time price finished 113ish was June 15th and 29 th June I think
Timster, don’t mention the timeline, we’re sweeping it under the carpet. It’s a bit embarrassing.
RK, yes! Inflection point, get in!
Chengdo, Chengdo?! Next thing ST will be back, this is like getting the band back together in the Blues Brothers
Think AS learned his lesson early doors here with timelines. Under promise and over deliver and boy is he doing that. What a great interview.
I agree timster we may we’ll have the update in 2 weeks with some little extras. But make no mistake he’ll deliver us something and plenty more possibilities in the interim.
Really exciting time for this company long and short term.
Hoping we see a drop off in the derampers now they can’t really argue Avct has a product - all they can say is COViD is dying out blah blah.
Beer time!
Lot of people on here and this could be an inflection point in their lives. Yet the bloke sounds quite humble really - think St Peter will lay out red carpet for him and his one day - covid testing is what the world needs now and if they can improve chemo then double wow. Who knew Yorkshire could offer so much.
Great interview, the sp was 113 so probably very recent.
Alistair still quoting 2 weeks for optimisation which seems lengthy compared to ophidians time line. But maybe that's because we won't see an update until it's CE marked and ready to ship so he's managing expectations.
Very very happy with the long term prospects of avacta it's the best investment on aim I've seen in a while.
CV-19
I had a test - negative - my business partner in March lost sense of taste / smell.- - positive
It was a blood draw test.
Old news now - but not in March.
Just Saying ! - Saliva etc
Bring on the big guns of wrath lol
Nowt wrong with a bit of real world feedback..
GL
I'm all in now AVCT but looks like trading days of dipping the little pecker in and out might be coming to an end.
Good interview but we know where this is heading. Just need it all to fall into place and orders coming out.
This video is just to re-assure people that its all on track.
Some key takeaways..
When discussing the LFT Sir Ali lists the key markets in the following order:
1. Health care professionals
2. Corporates
3. Consumers
Accuracy likely to be high imo.....
I think that’s been answered Chendo. He’s talking about the revenue this will test will generate. It won’t generate revenue if it can’t be sold due to regulatory failings.
Don’t think we should be expecting 100m tests a month quite yet but it won’t be hard to sell whatever we can make.
To remove the side effects of chemotherapy.... this is beyond incredible! If this can be done please believe me, it is indeed the holy grail. This is exactly why am here.... so many will benefit and no longer have emergency blue light chemo emergency admissions to hospital. Am so very very hopeful and positive with this wonderful company Avacta.
Ionic = in clinic. Bliddy spool chucker
If they can bank £300M a month (mix of price or volume your choice but note CoGs is £2 and tender price is £10) then after a year just in cash its a 10 bagger. Duringbthat year the cancer drugs will be in ionic.
More uncertain is affimer neutralising but I'd be nervous if I was the competition
They were expecting other diagnostics to finalise (d-dimer and E2) end 2019.
I can understand why at least 4 posts a day say RNS tomorrow.
Dare to dream
Let’s just say when this thing has been optimised, it will be like a pressure cooker ready to blow, if those numbers can be achieved with the right partners, there will be one almighty rerate.
Thanks for posting - 100m test per month at say £3 contribution = £300M per month.
MKT cap is....