The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Definitely
1. Govmt clinical validation of BAMS completes and data likely released
2. Avacta commissioned clinical validation of BAMS complete and data released via RNS.
3. Avacta commissioned small evaluation of LFD complete - they may release data.
Probably
AVA filing
Maybe
1. Tech transfer for LFD
2. Contract news for BAMS
Wild cards
1. manufacturing partnerships news on LFD
2. Same for BAMS
3. News of other diagnostic developments AS mentioned
4. Clinical validation for LFD - Jan more likel
5. Contract news for LFD
6.news of developments in existing partnerships
Its completely unethical behaviour to pass thus antibody test off as a suitable screen to determine whether or not you have infection. They have shown themselves to be utterly untrustworthy and should be bypassed by Avacta as much as possible.
There is no evidence on long term risk for a start.
I think we would hope for at least 4 rnses in the next 3 weeks - cancer, BAMS x 2 and one on initial performance figures for LFD possibly combined with news of tech transfer. The first three are enough to propel the price up considerably if they are good but I think we will still be ****ed off if we don't get the fourth.
Not a clinical expert but isnt it considerably further advanced fundamentally as a co than when it was double digits a few months back?
Its been discussed. By way off I take in you mean time wise. It isnt. The 4 week clinical validation phase is about to complete. The next phase is very big and the govmt - think Innova field trial in Liverpool as an equivalent. The test provider(s) which we know include us would doubtless get a payment for the tests. Just think of it as a staged up. They will already know clinical performance shortly at validation but need these bigger field trials to work out if their plans for test deployment are spot on or need tweaking
Bought and added recently. I am impressed. Lots of potential, some of it quite far advanced.
Thanks, very informative. At these levels I am going to add to a fairly substantial holding. A successful phase 3 should indeed be a golden egg abd they already have more than one shot on goal.
With the UkRtc test they paid for materials to make it (contract to Abingdon for them). So there is clear precedent. The UKRTC partners have not only spent on development but tool up with expensive machines from scandanavia in the case of odx. Effectively by buying some of the materials for the kits the govmt is making the commercial risk worth taking.
What is proven exactly? The short term efficacy and short term risk profile at best. Not the long term. It is a novel class of rna vaccine. Many health professionals I know worry about its potential to affect people's DNA and would rather take the Oxford vaccine even if its less efficacious. And as with all of these vaccines their is no indication taking it helps to prevent virus spread - we must assume for now that it only strengthens the immune response. Difficult to see how people can give proper consent unless they are disabused of the presumption that they will be helping reduce spread. In fact they may be making themselves more dangerous to others (more likely to spread without knowing due to greater likelihood of having little or no symptoms). This and the moderna vaccine are very definitely guinea pig ones.
Did same thing at 4D pharma
Yes that's logical. People would volunteer because they feel there is a risk they have it. People who feel that there is almost no risk ( eg those who have been able to minimise contacts) are less likely to go for testing
AS has referred to need for TT previously. However, in any case what matters is the substancw, which is especially: 1. Scalable solution which doesn't sound complete yet as AS refers to good progress. 2. Design freeze from which they can make production from. Sounds like design freeze will probably happen quickly after the small scale clinical evaluation they are doing, or it may take longer if the evaluation reveals that the design needs tweaking. Hoping this all is done in next week or two.
I agree with BBN on twitter suggesting that the small scale evaluation they are doing is a precursor to TT. but since its small scale I cant see why it cant be done this week. If the results are good they would then presumably freeze the design and finish tech transfer. I am hoping a couple of weeks in total. Then clinical validation would start by mid december.