Member Info for benbenbenben

To me, it seems that all of this information is in the public domain; there is nothing new here except known facts being presented as insider information, by a new-ish twitter account - IMHO, this strikes is 100% pump and dump material.

I'm in heavy and holding long in this share, so am aware we are all desperate for news - but this stinks to me, so be careful...

Avacta has the potential to be a tier 1 diagnostic & therapeutic bio-tech company within 2-5 years. IMHO; post Nasdaq, it could easily equate Moderna's market cap today IF AVA 6000 goes to trial and test revenues come on stream across 2021; unlocking the wider potential of the Affimer **technology PLATFORM**.

There is no need to artificially raise expectations here - from one week to the next - unless you intend to trade: one week, to the next.

The long-term prospects of this company are exceptional; the long-term holders on this board would do well to remember that, and enter the market rationally..

Genuinely insightful - post of the day by miles!

Richob, would you be kind enough to share a link? Thanks!

Technical reversal - probably triggered by a big buyer, but lots of traders jumped in; played out exactly like this guy said it would:

https://twitter.com/Borg74/status/1329391021000691719?s=20

We are producing a Tech Xfer batch of 10,000 because government validation is being done in batches of 10,000, as per the CONDOR guidance - therefore I would be very wary of thking '10,000 = Avacta' ahead of an RNS, as this is the protocol the Government are working to and bares no special relationship to Avacta (much as I wish it did).

Where did the pump and dump occur? It wasn't here on this board and wasn't on twitter - and lets be honest, the big boys in the city don't get suckered by these things, only PI's.

My fag packet math on IG Volume figs suggest over 2.5 million shares bought in last hour; big trades showing on London Stock Exchange tape after hours - it suggests big players are piling in for one reason or another

IMO this is either a technical reversal and traders are piling in as we are criminally undervalued, OR, we're leaking (again) and news tomorrow - the buying pressure into close makes me hope its the latter!

Yeah this isn't a thing - Moderna partnership likely to do with Cancer therapeutics

Has to be to rise this fast??!!

in auction again!!!

Yeah PL75 I have it on live IG

Leaky or technical reversal - find out at 7am!

"British Airways is to introduce coronavirus tests on some transatlantic flights in an attempt to convince the UK government to drop quarantine for incoming passengers.

Along with its partner American Airlines, the carrier will this month introduce testing on select flights to London from New York, Dallas and Los Angeles."

https://www.ft.com/content/39ace57f-92fc-44df-b0ee-9e149ce777b1

hp4020 - Also I have long been more of the opinion Alistair pitched moonshot to the Gov and Cumming's ran with it than the other way round; obviously have no basis for that claim, but it is a hunch...

hp4020 - In the interests of honesty, I think the political risk you highlight is worth paying attention too: Moonshot was driven by Cummings (deceased), who has - IMO due to the delay of our test - bodged moonshot together from whatever was lying around until the "sovereign supply" shows up (us).

Risk is that the shoddy tests they have used in the interim blows the project up before it really gets going; with Cummings gone it risks major overhaul.

Nonetheless, a genuinely sensitive, specific and reliably accurate test would be a supremely useful tool to any government, so even if - in the worse case - Moonshot collapses, the British State would still have phenomenal demand for it.

If moonshot collapse before we have contracts in place for our *actually good* test, its far better for our name to be nowhere near it - its why NDA's on deals cut both ways, they protect us too; and say what you like about Alistair, he's not stupid!

Urbansea - reading it again (3rd time lucky) this is actually quite a bullish rewriting by Avacta's press:

- before: 'we make DIAGNOSTIC REAGENTS' (the active part of someone else's test); we have all these BIG NAME PARTNERS

- after: 'we make DIAGNOSTICS' (the whole thing); we have all these HOMEGROWN TESTS ABOUT TO MARKET

Looks like confidence to me; Al did say he wanted to be a Tier 1 diagnostic company in that Directors Talk interview, so maybe he's bull****ting, or maybe the ducks are starting to line up in a....

!

I think they have simply updated the copy to make it simpler and easier to read - from Wayback Machine archive on October 31st 2020:

"Avacta is supporting global efforts in combating the COVID-19 pandemic by using its Affimer® platform to develop diagnostic reagents for COVID-19 ANTIGEN testing.

Avacta has generated a large number of Affimer binders to the SARS-COV-2 virus spike protein including Affimer pairs for sandwich assays and Affimer inhibitors of the spike-ACE2 interaction.

Avacta is working with Cytiva to develop a saliva based point-of-care rapid test intended for screening of large populations to diagnose the COVID-19 coronavirus infection, and has partnered with Adeptrix to develop a high throughput laboratory test for the infection to run on the installed base of mass spectrometers in hospitals and laboratories.

Avacta is actively seeking further partnerships for the Affimer affinity reagents against the SARS-COV-2 spike protein for immunoassay diagnostic development.

Avacta’s COVID-19 programmes are rapidly evolving. Please see the further information below or contact us via the web form."

http://web-old.archive.org/web/20201031112934/https://avacta.com/diagnostics/covid-19/

From Avacta today:

"Avacta is supporting global efforts in combating the COVID-19 pandemic by using its Affimer® platform to develop diagnostics for COVID-19 antigen testing.

Avacta has generated a large number of Affimer binders to the SARS-COV-2 virus spike protein including Affimer pairs for sandwich assays and Affimer inhibitors of the spike-ACE2 interaction.

Avacta is developing a number of SARS-COV-2 tests:

- A rapid point-of-care test intended for screening of large populations to diagnose the COVID-19 coronavirus infection.

- A high throughput laboratory test for the infection, to run on the installed base of mass spectrometers in hospitals and laboratories.

- An ELISA laboratory test to support global research efforts into the coronavirus that causes COVID-19.

Avacta’s COVID-19 programmes are rapidly evolving. Please see the further information below or contact us via the web form."

https://avacta.com/diagnostics/covid-19/

Hey - I think everyone is reading wayyyy too much into this:

- looking at the edit history it just looks like the PR team have updated the COVID diagnostics page as we are approaching product launch

- you can view the edit history on 'wayback machine' (link below) and its been changed like 2-3 times since May, when the product was first announced. Much more is known now, strip backs and edits would make sense by this stage

- it's not just the part about saliva which has been deleted, the entire section has been overhauled

- compare and contrast the two texts: first two paras are same; the next two paragraphs - both BAMs & LFT - have been significantly shortened; there's a NEW paragraph discussing ELISA; last two paras the same.

- moreover, **the word count is the same** but broadly, more information is given **because now the ELISA test is on sale** - less detail is provided about BOTH the BAMS & LFT

- finally, to paraphrase: the section about 'looking for partners' has changed to 'we are moving very quickly, get in touch below'; so draw your own conclusions there ;)

As someone who has a fair bit of experience in PR/press-work/copy-writing sort of stuff, knowing what I know about the company: if I were to be tasked with refreshing the web presence ahead of greater press/commercial interest, I would do something like this.

I know we are all craving updates - I hope we get one soon - and it is useful to observe these small changes, but the obsession about the 'deeper meaning' this evening is likely misplaced, IMHO.

@Okehurst1 - I don't think that's the case:

Someone (I think our man @BigBiteNow) asked at Investor pres for Al to clarify exactly what Cytiva's role are (worth looking up in Q&A); he said they manufacture and supply the nitrocellulose membrane on which is foundational to the LFT.

Regardless of collection method, Cytiva's strip is essential to the test - which will be assembled by BBI, who are now centre stage at this crucial juncture, just as Cytiva were back in May.

IMHO, website copy has simply been refreshed close to product launch (barely changed since May) by the PR team - and everyone here is driving themselves mad scanning minute details for any sign of an update.

I appreciate we are all more antsy than normal, but chill out - have a drink, smoke a zoot, go to bed!

I think they have simply updated the copy to make it simpler and easier to read - from Wayback Machine archive on October 31st 2020:

"Avacta is supporting global efforts in combating the COVID-19 pandemic by using its Affimer® platform to develop diagnostic reagents for COVID-19 ANTIGEN testing.

Avacta has generated a large number of Affimer binders to the SARS-COV-2 virus spike protein including Affimer pairs for sandwich assays and Affimer inhibitors of the spike-ACE2 interaction.

Avacta is working with Cytiva to develop a saliva based point-of-care rapid test intended for screening of large populations to diagnose the COVID-19 coronavirus infection, and has partnered with Adeptrix to develop a high throughput laboratory test for the infection to run on the installed base of mass spectrometers in hospitals and laboratories.

Avacta is actively seeking further partnerships for the Affimer affinity reagents against the SARS-COV-2 spike protein for immunoassay diagnostic development.

Avacta’s COVID-19 programmes are rapidly evolving. Please see the further information below or contact us via the web form."

http://web-old.archive.org/web/20201031112934/https://avacta.com/diagnostics/covid-19/

From Avacta today:

"Avacta is supporting global efforts in combating the COVID-19 pandemic by using its Affimer® platform to develop diagnostics for COVID-19 antigen testing.

Avacta has generated a large number of Affimer binders to the SARS-COV-2 virus spike protein including Affimer pairs for sandwich assays and Affimer inhibitors of the spike-ACE2 interaction.

Avacta is developing a number of SARS-COV-2 tests:

- A rapid point-of-care test intended for screening of large populations to diagnose the COVID-19 coronavirus infection.

- A high throughput laboratory test for the infection, to run on the installed base of mass spectrometers in hospitals and laboratories.

- An ELISA laboratory test to support global research efforts into the coronavirus that causes COVID-19.

Avacta’s COVID-19 programmes are rapidly evolving. Please see the further information below or contact us via the web form."

https://avacta.com/diagnostics/covid-19/

^Check the registration dates of the twitter and website; Avacta's pending trademark list was updated in September, after these web-assets were all taken in August