Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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have people not read through this??
https://avacta.com/wp-content/uploads/2020/09/Avacta-Group-plc-Interim-Results-September-2020-v2.pdf
seems fairly good to me, not at all PANIC PANIC EVERYTHING'S GONE TO ****E ITS TERRIBLE BLAH BLAH
more like, chill out, and if a third of the things that the presentation covers come off we will do very very well........
Round of applause for Metland!
Because it was another media gimmick to boost the share price so they could exercise their options and sell in the open market.
PLEASE MFM sell and move on! you must have a massive profit as you bought early but are still an incessant winger
Exactly too slow and too many unexplained excuses. Get some NCYT real men into AVCT before the year is out.
Egbert
@EggySoldier
·
51m
Replying to
@BigBiteNow
I can't process #AVCT's BAMS delay
Novacyt had research only test avaliable 31/1 & CE'd 17 days later
Could've only had samples (from somewhere) a few weeks & CONDOR didn't exist
We were told parallel testing going on with Adeptrix
Prototype 9/6
We should have had more info
To Maltby’s point, I would love for the ELISA test to be a big commercial success. However, the way it was pitched yesterday was as a heads up on the quality of the Affimers in the LFT, when results on that are not yet releasable. I can’t remember anything about clinically validating it or further news on getting it to market. But as always when playing down the commercial upside of anything Avacta do, I’m happy to be proven wrong. :)
Haha, now I know you're a wind up merchant - she is the biggest joke on twitter!
Genuinely criminal the ramping she does, it's disgraceful.
Because the therapy was a non starter and given away to be shunted in to a dark corner. Sir Al said what was obvious, affimers haven’t been in humans yet. They were never going start pumping them in to people with Covid in a matter of months. The next pandemic however....
Wonder if we’ll have a test out by then? (gallows humour, cheer up all)
AS touched upon this yesterday - basically said it's not a huge commercial opportunity given affirmers have not been tested in humans, hence unlikely to bring much (if any) value IMO.
Tbh BBN is nowadays allover the place one minute he is excited by the tests next minute he is here for the therapies. One minute he can see short gains next minute its all about the long term.
One person whom i do miss on twitter is Michelle she only posts abut DDDD of the covid stocks, but in the early days here she was all over AVCT tweet after tweet.
He did mention the theraputics in the presentation, that they were close to entering human trials. Also that it would be tough getting it through the UK medical system because affirmers have never been in a human before
Yes, you missed out the covid-19 therapeutic treatment using Affimers. No more updates on that. Why not?
BBN’s musings on twitter tackling the same issue this morning:
https://twitter.com/bigbitenow/status/1310895771131285507?s=21
I agree Cautious, it's building nicely and the Avacta team should take a lot of credit for all of the hard work. They haven't come this far to sit back and watch others take a shot at the moon.
Don’t forget Elisa either with some sewage in the new year. Like others took advantage of this ridiculous price
Maybe you’re right, zztop - especially given recent form! Notably Alistair has elected not to give any timeframe for now; so long as the current bottleneck is out of his hands he has learned from experience it is dangerous to do so. But to account for this I’ve tried to put a range onto the things I regard as most uncertain. Would be moderately surprised to see BAMS validation any later than mid-November, or LFT validation later than end-December, for example, and much sooner is possible on both counts.
But whether or not the timescale shifts left or right, my point is that there are many positive things we can expect to hear about before the LFT has been validated and launched.
Thank you Cautious. Now add approx 4-6 weeks to everything and I think the timeline is good.
Al has handed this share to traders time and again so would be nice to see some very positive news before he invites the traders back with his more accurate timeline
I suspect a lot of capital is rushing off to bark at the ice cream van of even shorter term opportunities, given that it seems LFT launch is unlikely to be before November at this point.
So here’s my take on near-term news in Avacta between here and early November:
- LFT tech transfer and production scale-up complete, pilot batches produced (some point in Oct?). Alistair said that at this point he would be in a position to advise on a clearer timeline to product launch, so I’d expect we get that. It may also serve as a milestone that triggers other news, such as...
- Further LFT manufacturing partners. Both in UK and overseas. Faster tech transfer after production scale-up has been figured out with BBI. Nailing this on is a significant derisk of the upside LFT sales scenarios.
- S-protein Affimer licensing deals with other test manufacturers (could drop any time, expect news out of left field).
- BAMS clinical validation complete (Oct-early Nov?). Likely linked to or preceded by news on...
- BAMS manufacturing partners
- BAMS orders
Then the even bigger news just slightly further out:
- Clinical validation of LFT completed (late Oct-Dec?). Phenomenal results and orders flowing in. Manufacturing scale up and new partners now, if not before. Find out what has been going on behind closed doors all this time.
- AVA6000 Pro-doxorubicin UK CTA filing (4Q2020 - more likely Nov/Dec?).
Knowing Avacta, something else will almost certainly come out of left-field, especially now that the offices have been scaled up to get all the staff back in, and the Dx staff have their time freed up to work on other projects.
Anything obvious I’ve missed?