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Very short sighted to not see the benefits of the two acquisitions. I don't like the bond deal but for the amount raised and dilution over an extended period rather in one go and fact there's cash left iver to help create cash flow was IMO a necessary evil.
Being a distributor is easy cash flow. The overheads are small yet both purchases have brought into the company a new customer base and manufacturing contacts etc. If you think the affimer tech has merit DX can now work on getting affimer tech into a variety of products with all the customer awareness that will naturally go with sales discussions etc...
Profit forecasts look fairly good too.
Now those on here who know better...what would you have done...simply raise cash through the markets and get nowt else for it except dilusion....
Https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3146086/
There are a few crafty ways to extend patent protection..
BV...'There are two types of (European) specialist healthcare funds: those that nurture and bring on small 'healthcare' companies; and those that just buy and sell shares in 'healthcare' companies.'
Agree totally, hence my earlier comments.
I've gone all out with Medicxi purely because of the Eliott Forster connection and other little coincidences which may or may not be relevant. In order to commercialise ourselves we NEED a Medicxi on board NOW...
One other point...the new Avacta website layout...if you check the various companies listed on the Medicxi site they generally follow a similar format and the new Avacta website seems to fit in with their style...again could just be a coincidence...
I didn't quite see it like that BV...At the moment AVA6000 (the first Avacta PreCision in clinic) is only at P1 of 3. He was simply saying Data = Value...the more data as AVA6000 moves through the trial process the more valuable it becomes and he doesn't want deals making on the cheap...
AVA6000 is not going to be a deal maker...it's a data miner for Avacta who will see it through to commercialisation.
The deals will be for other Precision products/combos. He said Yes they could seek out deals right now but they prefer to wait to get more data to increase the value of the pipeline and it's various products.
He gave three comparable companies....
1. Immunocore Ltd ... (Eliott Forster)
2. Genmab - (Medicxi company)
3. Ambrx - (US)
If you follow their pathways to commercialisation/acquisition etc and overlay with what AS has been telling us, it's quite clear what sort of pathway Avacta is on. Partnering and Licencing....
Codejunkie...'We are just a necessary evil to raise money.'....😂😂😂🤪🤪🤪 OMG why do you think companies list? That's what stock markets are for...it's a vehicle for companies to raise money...nothing more and nothing less...derrrrr! If you didn't realise this when you invested you really shouldn't be here....
You've got to take the fundraising hits in early stage companies on AIM and with everything crossed hope they in turn managed to grow the business value with all the onstacles they may encounter so at some point your investment is worth more and if sold might just give you a bit of a profit or return in the form of divi...
Https://ir.ambrx.com/news/default.aspx
Gives an idea of timescales. They were in 2021 where Avacts is today...
It all depends who the European Heathcare Fund is...the likes of Polar Capital or Medicxi...the later will protect and finance Avacta through commercialisation to get the best BP acquisition deal...if that's the ultimate target...hidden message was the companies AS mentioned...
Tell the patients who are still alive and seeing their cancers shrinking that it isn't working...I personally don't give a fud about the fudders...they're sad individuals who spend their lives trying to big themselves up. I hope you're never in need of chemo yourselves because if you ever do have to have it you might really start to understand the Avacta science and it's implications now and in the future...
WeAreGroot...agree...it's a process...and each itsy bitsy step will affect the next itsy bitsy step...and each step will determine the path of the next step as data is gathered and assessed. Sometimes the steps will be long and slow and other times they might even suddenly move in a totally different direction. It's the data that's king and the driver of each step and it's pathway.
There are also two sides to this business - unless we hear otherwise in the coming days/weeks - and the DX debt has been a real drag on the SP, however, it has allowed the company to expand into Distribution which going forward could also be key from a learning and contact point of view. Very few early stage listed companies are profitable - hence the listing to raise funds as and when needed, so I'm very surprised so few on here seem to get the process.
Anyway, tomorrow should be interesting but don't expect a deal announcement just great data which could potentially lead to a deal/deals as we move closer to Phase 2 which is where it usally all happens...roll on June and H2...
It's not just the data release it's about thexwebsite update too...why now...trials still ongoing and only in very early stages...we are seeing a huge change of emphasis...WHY!!!...WHAT HAS CHANGED???...THE DATA MUST BE PRETTY GOOD AND ENOUGH IS NOW KNOWN TO REALLY TRIGGER THE COMMERCIALISATION BUTTON AND STRONG DISCUSSIONS FOR PIPELINE DEALS...IMHO...DYOR...