Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Cheers Richken & good luck with your holding. I will personally be happy with £3 and if it overshoots that mark I may start to take a serious look at some of your price predictions and hold for a while longer.
Vanilla, I only trade small percentages and never more than £5k. The has been movement out of some funds to grow my Avacta holding. Right now the market is not where it was.
Cheers RK
Richken......that's an impressive number of shares do you trade to build up your holding if so that's a risky game but good luck if you've managed to do it successfully.
I prefer to buy in 2 or 3 tranches and if through that process the share price has increased and my knowledge and confidence in the company increases I then decide to hold long term as is the case here.
Numptybuyer, I am not sure one would call me a posh ramper! But certainly a committed buyer trying to get to 750,000 shares, with not to far to go!
If the mm’s play nice this week and some drip feed buys we will be close.
I think this could be a very interesting week for everyone.
The key is to stay safe and don’t forget your social distancing!
Cheers Rich
Rich Ken
Are you a Posh Ramper ?
Can't you just throw in some SP predictions?
It will be back to .... soon etc
GL to you and I am being Flippant
Great Post Mate
Well, it is no secret to anyone on this board that I am very excited and positive about the future of Avacta and from any discussions on this board as well as the attention to detail from the Avacta management to present and deliver on goals in a timely and clear way, which for a Biotech company is no mean feat. The detailed expatiations found on the Avacta website as per my post below are so worthy of time.
The question that every investor wants to know is what does this mean to the companies market capitalisation and to investors the share price.
I think you will find some detailed guidance as an opinion from Myles (Aim Chaos), in his series of papers put together.
But if you would like a simple estimation of thoughts over the months ahead based on news, delivery of BAMS, POC, Stage 1 SARS-COV2 Neutraliser, Stage 1 AVA6000 clinical trials and beyond here goes. These are potential share price estimations and there are many factors which may affect these so please do not hold me to them!
1. Succesful BAMS clinical testing and first partnership with sales - Share price moving into the £2 to £3 range
2. Partnership to develop the SARS-COV2 Blocker - £2.50 to £3.50
3. Succesful approval for the Point of Care LFD with a minimum of two production partnerships and a number of large orders - £4 to £5
4. Increased sales of POC test and numbers growing exponentially around the world £5 to £8
5. Confirmation of first clinical trials for AVA6000 £5 to £8
6. Successful clinical trials for AVA6000 and moving to stage 2 and stage 3 clinical trials - £10 to £15
Beyond this and within 18 to 24 months with continued progress a share price in excess of £20.
I am sure many will make many comments on this and they are all welcome but this is my thoughts!
Have a good evening all!
Cheers, Rich
The Introduction:
Avacta is a Biotech company with two operating segments, the Therapeutics operations based at Avacta’s Cambridge site (pre|CISION™ ) and the Diagnostics operations ( Affimer® ) in Wetherby.
The Expertise!
Avacta has two key areas - Affimer® technology a uniquely developed technology which is used as a diagnostic to find virus’s based on a human protein called Stefin A. The Affimer® platform is Avacta’s proprietary therapeutic platform with its intellectual property covered by several patent families.
Projects:
Affimer® technology projects with LG Chem just on licensing can be worth up to $310 million.
ADC project backed by Astra Zeneca for PBD Warheads - loaded affirmer drugs $500 million.
A joint venture in South Korea with Daewoong a leading Korean pharma company, to develop the next generation of cell and gene therapies, incorporating Affimer proteins to enhance the immune-modulatory effects. Avacta holds 45% of the business but the finance is provided by venture capitalists where the market potential is still too large to actually pinpoint as there are NDA's in place so the market information can't be shared. Huge potential!
The huge project with Affimer® technology with Moderna which again will give drug deliveries for mRNA delivery is still progressing. Huge potential!
Affimer® technology to detect Covid19 using Antigen tests the partners are Cytiva (LFD) and Adeptrix (BOMS) with distribution through 4 Mass Spectrometer suppliers (both close to production)
There are existing 5 other Affirmer evaluations progressing, 17 other projects already delivered for evaluation, and a further 7 development projects initiated!
The Expertise:
Avacta’s pre|CISION™ technology can be utilised in a drug conjugate linker or to generate chemotherapy pro-drugs that are only activated in the tumour.
When added to a chemotoxin, the pre|CISION™ substrate prevents the chemotoxin from entering cells and therefore renders it inert until the substrate is cleaved in the tumour microenvironment. Using this pro-drug approach, the systemic exposure to the chemotoxin is dramatically reduced, and the safety and therapeutic window of these powerful anti-cancer treatments are improved.
The projects:
pre|CISION™ partnerships which are looking to start with opportunities in AST, Breast and Ovarian cancer the EU/ US market potential is around $1.5 billion.
Research Opportunities for the reader:
Broker Note: https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/28b0a706-057a-4dda-bc5f-e24c2afca3cd/AvactaGroupplc_24_6_20_FINAL_BG.01.pdf
The last Presentation:
https://youtu.be/DzoxXCB4or0 - from 1hr 33min 50 seconds
Latest from Avacta: https://avacta.com/how-diagnostic-test-performance-is-measured/
A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/06/avacta-group-update-ii-part-iii-1.pdf
Investment decision for 2020? Surely it looks good!
Cheers Rich