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Thanks for the thoughts - good to het otjer perspectives. Im thinking currently if they sell one stick they will be the market leader. We don't need the perfect stick - anyone who can make a stick that tells you whether you have covid or not will do. In that space they might just have to be the cheapest
Hmm. So absolutely no downside that you can think of? That’s amazing.
Richken, Great post and exciting to read as always!! I personally believe in the CEO and the company and I think many others do too, given the current SP and momentum building here. I think it is going to be one hell of a journey, exciting times ahead for all, those invested here will do very well indeed!! I'm so looking forward to each RNS now, momentum building all the time. GL ALL!!
Sanofi now have $6.1Bn to spend on acquisitions....
https://www.google.ae/amp/s/amp.ft.com/content/7557514b-187f-4f61-8c11-b7a623f64eda
Morning Ken,
Its going to be another cracking day - weather and hopefully AVCT - 10 minutes to go until a possible RNS!!. Out of curiosity, would you personally prefer the company to remain independent for the next 2 or 3 years or get bought out?
Morning all!
This is a good question!
Here is what we know:
1. The partnership with Cytiva (formally GE Healthcare) will produce following certification potentially the perfect stick Covid19 test (lateral flow device) which will use saliva and give a result in minutes (less than 10). It is likely to become the worlds best selling test! Within weeks.
Implication - Absolutely Massive
2. The partnership with Adeptrix will be an in hospital / medical centre test using the globally installed mass spectrometer testing using Avacta’s Affimer technology! Within weeks but sooner than Cytiva!
Implication - Huge!
3. A massive new partnership announcement is imminent for a new therapeutics using Avacta’s Affimer technology which for anyone diagnosed will stop the virus and speed recovery. This treatment system will hopefully be developed and be made available within 6 months. Once in place it will neutralise the virus and give the world real hope.
Implication - Massive!
4. Avacta are keen to open up new partnerships for LFD manufactures to get the tests out across the world.
A massive help to aid point 1!
Longer term and very exciting is the development of the Pre-CISION therapeutic for certain chemotherapy treatments creating a protein warhead to destroy cancer cells without causing side effects normally associated with chemotherapy. As this develops it will change the cause of cancer treatments for ever and may actual help give patients a longer life with a much better standard of health than we have known before.
Implication - Truly monumental!
Avacta have other partnerships which are developing treatments with stem cell research to help treat Crohn’s disease, MS and other disabilitating illnesses.
What does all this mean to the future for investors?
Firstly the capital value of your investments will rise based on these huge developments being implemented giving significant returns.
The company will turn into a substantial profit making business which should be able to return strong dividends to investors.
The company could be listed on the FTSE and joint listed on other major stock markets in the US and Asia accelerating the company growth.
The company could also given its huge value potential be bought by a very large pharmaceutical company for a strong premium of its market capitalisation at that time.
So in summary a lot is ahead and if you watch the full company presentation shared previously there is huge details to be unlocked.
The share price has potential to break £5 quickly, reach £10 within months, then move on to £20 early next year and £40 to £50 could be achieved within 3 years if, they are not bought out. The fundamentals here are looking excellent.
Now I cannot think right now of any investment which has quite so much potential. These are my thoughts and it is is key do research as much as you can and decide if this investment is able to deliver on its potential.
Chee