Member Info for RichKen

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/bc44154d-0e02-494f-aa2a-83ce325b334d/AvactaGroupplc_3_9_2020_FINAL_BGv2.pdf

Cheers, Rich

The broker note for 4D Pharma says:
New broker note for 4d puts a price of 407

407p short term target out from Bryan Garnier a US research house

4D PHARMA: R&D seminar highlights potential of MicroRx platform | CORPORATE | 407p

4D PHARMA - CORPORATE | 407p

R&D seminar highlights potential of MicroRx platform

MicroRx platform offers fully integrated bench-to-bedside process
Case in point with oncology franchise and expecting CNS to follow
Positive stock performance supported by 4D’s progress and advancements in the space

Find more on this Link: https://www.bryangarnier.com/portfolio/bryan-garnier-co-acts-as-joint-bookrunner-and-joint-broker-to-aim-listed-4d-pharma-on-its-22-million-equity-fund-raising/

Cheers, Rich

Thanks for the welcome folks.

That is a very encouraging broker note. At least the broker has a clear value for this business! That is solid upside!

Cheers, Rich

Good morning all,
Having started some research on the work 4D Pharma have completed and the projects that they currently have in progress, all therapeutic products based on orally delivered single strains of bacteria that are naturally found in the healthy human gut.? There six clinical studies in progress, namely a Phase II clinical study of BLAUTIX® in Irritable Bowel Syndrome (IBS), a Phase I/II study of MRx0518 in combination with 'KEYTRUDA' (pembrolizumab) in cancer tumours, a Phase I study of MRx0518 in a neoadjuvant setting for patients with cancer tumours, a Phase I study of MRx0518 in patients with pancreatic cancer, a Phase I/II study of MRx-4DP0004 in asthma, and a Phase II study of MRx-4DP0004 in patients hospitalised with COVID-19. Preclinical-stage programs include candidates for CNS disease such as Parkinson's disease and other neurodegenerative conditions. Looks like some amazing developments in progress.

I am looking at a long term investment build up here and seeing further news. Timing looks good to me. I think with successful clinical trials this could be an easy take over target from a major, with a good return for investors.

Let's see what happens.

Cheers, Rich

Steelwatch - many thanks. I highlighted two companies Abingdon Health was one, the other is in The US which could be next is https://lumosdiagnostics.com/solutions/assays/.

Today’s RNS is very good news as it is another major step forward. It underlines the sure confidence that the Avacta board has to be ready for all validations and to be ready for full scale production for potential NDA protected negotiated orders. There will many aspects of preparation that will be in plan early but due to market sensitivity they will not be able to share to investors until everything is ready and approved. My expectations are very high (sorry, that is not a ramp), that when news comes there will be many factors covered which will have far ranging implications for mass screening and testing. Those with doubts, will very likely be delighted when the news comes.
Cheers
Rich

Delighted to see Avacta partnering with Abingdon Health. Being so close to Avacta they were always going to be a very strong potential partner which I identified back in April.
Now they have 2 partners, and I expect we will have one more overseas at some point in the not to distant future.
Mass testing is soon going to be available.
Think this will bring a strong response from the market today.
I don’t think this board has seen one of these!
Booommm!
Cheers Rich

Umm...what timing! What an opportunity. No you can't get that amount on one trade. I wonder who was buying that amount?

Now what about a BAMS RNS, not long to wait I would hope...Value stream number one could be about to come into play!

Exciting times ahead I think.

Have a great evening!

Cheers Rich

Doggy100 - I think the best place for that is here https://avacta.com/about/ to be honest it would a good place for everyone to get a total grasp of why Avacta remains such a great investment and why it is up 627% over the last 6 months - not a ramp, but a fact!
If you need to see what happens when a company goes from ambition to success look at Tesla - up 12% day (note they have split each previous share into 5) so you may think they are down! Now people have a chance of buying a few! Market cap $460 billion.
I bet we are up more than 12% this week!
Cheers, Rich

Ladies and Gents,
I think we need to keep all discussions civil. Even under some people’s attack mode we may feel rather upset, but we must keep things level and balanced. It is in so many ways great to stick up for those we feel follow our own thoughts, but everyone is able to share there opinion even if it is totally wrong! Aggression is inciting an undesirable response.
So for all let’s make this an even better board.
Then we will have an even better week!
Cheers Rich.

No apology will be needed PL! it would be an awesome achievement for Avacta if such a milestone was reached. That is a huge amount of Affimer reagent and of course it would be huge value as you stated at the time.

AS made the point that they are targeting millions of tests to start with. Step by step we will get there.

PL you cannot say it is not possible! It maybe unlikely, but if the test proves to be a market leader and the other manufacturing partnerships come on board for the Avacta LFD then it would be possible. So not waffle at all!
We have to be open to anything that could happen. You can't just change your agenda to bash those who you don't find allegiance within your clique. That is exactly what can turn people off this board. If you are, and I am sure you are invested here given you spend 7 days a week 8 hours a day here you clearly have a very vested interest, then we can all share information together without trying to get one over the other by belittling people. Robust defence of our investment position is to be expected and there are many who wish to try to wash away Avacta's unique IP and USP's, let alone the masses of global partnerships Avacta have. So please do switch off the aggressive position to those not in your inner circle and please be a little more open and inclusive. This board should be a broad spread of people from many background from small investors to those with much larger investments.

Thanks so much!
Cheers, Rich

https://webcasting.brrmedia.co.uk/broadcast/5e985bc231da814c9fc6a477 - this is an essential watch for all investors and a very important presentation by Alastair Smith on pre|CISION progress!

Cheers, Rich

Avacta and Selexis partner to develop cell line for clinical manufacturing

Avacta’s first Affimer clinical candidate is a potent PD-L1 antagonist under development for solid tumour indications as the basis of bispecific and combination therapies
Avacta Group plc (AIM: AVCT), the developer of Affimer® biotherapeutics and research reagents, and Selexis, a pioneering life sciences company and global leader in mammalian cell line generation technology, have partnered to develop the Chinese hamster ovary (CHO) cell line that will be used to manufacture Avacta’s first Affimer clinical candidate for first-time-in-human clinical trials. This major milestone means that Avacta remains on track to submit an IND/CTA application for an Affimer PD-L1 inhibitor by the end of 2020.

Avacta’s first clinical candidate will be against PD-L1, a clinically validated immune checkpoint that plays an important role in the tumour escape mechanism in cancer. The lead molecule (AVA004) is a potent PD-L1 antagonist that has been engineered with an Fc domain for half-life extension. Avacta has demonstrated the preclinical efficacy of AVA004 in syngeneic and xenograft mouse models and it compares favourably to approved monoclonal antibodies such as Imfinzi®, Tecentriq® and Bavencio® at the doses administered.

OncoSec

Avacta and OncoSec, a NJ, USA company developing intratumoral cancer immunotherapies, have entered into a research collaboration to combine the Affimer® protein platform with OncoSec’s gene delivery technology ImmunoPulse®. The research programme will evaluate the benefits of delivering Affimer® protein genes directly into tumours using the OncoSec technology with the long-term aim of developing gene delivered Affimer® immunotherapies.

It is an older one but more than valid - https://avacta.com/avacta-and-oncosec-collaborate-innovative-gene-delivery-therapeutic-affimers/

Cheers, Rich

mstar, no problem it is important sometimes to look across the whole spectrum of Avacta's work. This board is often one dimensional. Merck are a huge pharmaceutical company. It would be great to have an oncologist giving some feedback on the benefits they can see from these developments and sharing with the board here, not just from conversations shared secondhand. I am sure we must have some invested here.
Cheers, RK

PL75, you are not actually saying I was right are you. You remember I said the global market could be 1.4 billion! That might turn out to be a bit low! Of course I am not saying we can supply all of them! But, with mass manufacturing partnerships if we have industry leading S+S plus easy of use and low cost due to mass scale then anything today is possible.
That will be a lot of Affimer proteins needed for the world testing program.
Time you and RD starting being a bit more inclusive! Come on...

No problem ZzTop1!

Sometimes people forget the value of pre|CISION chemotherapy.

Tumours are treated currently with a combination of chemotherapy and radiotherapy. Side effects from chemotherapy are seen within hours resulting in severe tiredness, severe nausea, hair loss, ultra low immunity and often hospital admissions to fight infections. Causes of chemotherapy result in many courses and time in the chemotherapy suits. The experience for patients is very grim indeed and then often there is followup with radiotherapy making you feel like you have been sitting in a microwave!

Long term side effects are bone density changes, swelling, long term tiredness and nausea. The worst thing is having gone through all this treatment, for some it does not destroy the tumour and life is left in the balance.

The success of this treatment working hopefully with many different forms of chemotherapy will mean faster treatments, massively reduced side effects and more tumours eradicated from the body. This is good news for billions of people diagnosed with cancer every year and that could included you or me. Success for Avacta will mean multiple drug companies will want to use this technology to deliver their chemotherapy treatments and that will bring huge value to Avacta and save healthcare centres and hospitals billions every year. This one specific area of Avacta is potentially the holy grail of cancer treatment delivery.

Yet most of the discussion here is the Covid testing. Ladies and Gents. You are focusing on the wrong sector for the huge potential of this company! Diagnostics is a multi-billion industry, but cancer treatment is a multi-trillion industry which effects us all!

Makes you think - watch this and see - https://avacta.com/alastair-smith-provides-overview-of-precision-prodrug-technology-and-update-on-ava6000-clinical-trial/

Cheers, Rich

If anyone has a 'short position' it is going to be destroyed this week!

Buys, News and more buys! Anyone with any sense will take out a long position!

4 days of misery coming for shorters!

Avacta’s pre|CISION™ technology incorporates a substrate that is sensitive to cleavage by fibroblast activation protein (FAPa) which is highly upregulated in the tumour microenvironment of most solid tumours compared with healthy tissues. The pre|CISION™ substrate 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 is improved.

Avacta’s long term focus is on achieving a more durable response for patients through synergy of the innate immune response to pre|CISION™ chemotherapies with the adaptive immune response to Affimer immunotherapies in the form of co-administered combinations and in novel tumour-microenvironment activated drug conjugates
(TMAC®).

https://avacta.com/alastair-smith-provides-overview-of-precision-prodrug-technology-and-update-on-ava6000-clinical-trial/

It is worth looking at the pipeline for this work:
https://avacta.com/therapeutics/pipeline/

Then the partnerships in this field are:
https://avacta.com/therapeutics/partnering/

Success in this field will be transformational for many cancer patients. Avacta is so much more than a Covid-19 testing company and the value and revenue from this side of the business will be transformation in terms of the company value.

Stage 1 clinical trials for AVA6000 is coming soon, if it is as successful in humans as the animal testing it will have a massive effect in the world of oncology.

Looking forward to more updates on this incredible development from Avacta!

Cheers, Rich