The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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I am having a silly day. But sane enough to keep my shares in Avacta. Ok I have traded 5-10% of my holding at various times with mild success but most of the money I am making on paper here is just of the back of patience.
We have needed a lot of that to get to the LFT largely derisked. But now its here - with just a decent result on the large study needed to clear the path to what, with good execution, will be more than a tenner by summer. And I will be sticking around because I think it can hit twenty plus from the diagnostic side and partnerships and licensing within a year or two. And then there are several different 'lines' of therapy target mapped out - succeed in one part of one line and it considerably derisks the rest of the line. Success in some or all of the AVA line will accrete many 10s of pounds to the share price.
Yes MonE if it was Avacta tests it would have been triplets with 1 foetus and the mother accurately found positive and the other two foetuses accurately found negative.
MonEGalor; thanks for the the update from our continental friends and partners. Might be a difficult market to crack for AffiDX. They were cheap ones.
This is Exactly when avacta have painstakingly took all procedures to develop and gold standard world leading test. Watch and read recent interviews MonEGalor.
Neutronic - its worth pursuing. Of course Mologic kind of invented lateral flow, including the Clearblue pregnancy test. We are partners with them so why not an Affiblue version? And as the demand for Covid LFTs comes over the hill from peak production in a year or so one of the issues is going to be how to put all this kit and supply chain to good use. get ready for the emerging slack by developing a bunch of new tests over the next year or so, maybe in conjunction with Mologic.
Here in Germany Antegen tests have just gone on the market and are available through Aldi and Lidl discounters.
An 83 year old friend of ours went out and bought a pack of five for 25 Euros.
She went home and used all five. Result:
2 positive, 2 negative and 1 pregnant!
A joke, but it says quite a lot about how little confidence people have here in these tests. Reminiscent of the Astazenica vaccine.
Fleabay 0.70p each P/test , :-)
Waste of time. You can get them for a pound in the chemist and they give 99% accuracy. What further benefit could affimers give in this market?
Have we found out what the non Covid test is yet?
If a new 99% accurate pregnancy test could drastically reduce the time to result, then that might be something of value to users.
If it costs drastically more, then possibly not.
Because Affimers are the new version of Antibody.
One of the end goals here is to replace the antibody industry with Affimers. £100b industry.
It’s not just about S&S.
Mologic invented them and might want to licence affimers to hold their market share
Yes, it’s not something we would pursue directly, certainly not at the moment. Big Al has mentioned that there are so many opportunities for Affimers that you could get quite lost and then get bogged down spinning too many plates.
This is the reason the licensing model works so well. We can get on with the main stuff while companies take our tech forward, and we get paid in royalties.
However, it does highlight that there are markets with repeatable buisness once Covid disappears regardless what happens with the therapeutics division.
I see this as a pretty easy quick win to bring to market. The Covid LFT could prompt one of the preggo manufacturers to come forward and strike a deal.
I have long thought the same. Probably not something we’re directly interested in, but certainly an affimer licensing opportunity.
Drugs tests too.
Hello Neutronic
Good point, but bigger markets to pursue at the moment.
Important to maintain the current focus and not dilute the resources too far.
With all the positives that Affimers bring over antibody, I wonder if they can develop an actual pregnancy test?
If Affimers are cheaper, easier to produce and more stable, why not adopt an affimer pregnancy test and take over that market?
It’s worth 0.5B in North America alone.