Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
https://twitter.com/rah00084/status/1614972612748132352?s=46&t=Os9QoXmSqtXElAGzpdEJeA
#AVCT were on the National Library of Medicine database updating the record/entry for the leaving group on Jan 15.
I.E. yesterday.
Suffice to say there is lots of last minute working underway pending announcement.
So licencing deal for ava3996 could come before Science Day in November as clearly Avacta will have most of the p1a results already. Also why actively seek a deal unless the results are already good.
From the Interim Results:
The Company has several important commercial collaborations covering both the Affimer and pre|CISION platforms, and is active in pursuing future opportunities for licensing and partnership.
There is the possibility of near turn news as well which could reverse the share price decline.
For exampl: Jupiter buying back shares; bronze buying back shares; USA hospitals added to trial; new cohorts; doose escalation ; avacta results; partnership updates. Any of these things could change sentiment quite dramatically IMO
I am presuming that todays drop is due to the Russia / Ukraine situation which is affecting the wider market.
Any views on how this might affect us going forward?
There must be some kind of capitulation point followed by shorts closing?
Useful post by Montyghart:
I have just watched the recent Vox Markets video and don't understand why many thought it was such a terrible interview. AS was being honest. Patience is needed.
OK, so LFT's are not going as we hoped (they may even make a comeback), but as AS points outs (and always has), the oncology will be the real driver. My key points from the presentation are:
1. The data from the dose-escalation stage at this point is "remarkably consistent”.
2. They can’t give all data now because this phase is still ongoing and thus not yet fully available. They take biopsies where they can, but more will be needed (presumably after death in most cases) in order to be looking at the cumulative effect of the dose on the tumour.
3. What data they do have (which will include the biopsies taken so far) has been sufficient for the independent body to allow to study to move ahead with 150% dose.
4. During the interview, AS said “fortunately the big value driver, oncology was always the big driver for the business and is MOTORING VERY WELL”
He also commented that Avacta expect the market to be updated mid-year (so June-ish) with lots of data, which will be a “BIG BIG value inflexion point”
Also AS mentioned at the end that the projects with their partners LG Chem and Daewoong, were “both progressing EXTREMELY WELLl” and “There’s a lot to come this year”.
Read between the lines people. I am using this time to accumulate. Come summer we will be in a different place - only 3-4 months away.
See link below for the presentation From Vox Markets
https://www.**********.co.uk/media/62016a6d9b26d5fb792309f7/