George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
My bet would be AVCT with Q1 update due on AVA6000 if the results are anywhere near as good as the pre-clinical tests then the sp will be multiples of where it is now. All imo, dyor.
Afternoon El, we were fortunate to have both the Pfizer jabs with no effects whatsoever. I have heard from several people about AZ effects, yours seems particularly severe so glad you are now ok.
I am concerned about FDBK cashburn and at present am doubtful of imminent substantial new income, inevitably that eventually raises the prospect of yet another fundraise which may prove difficult to get away. I think Tom has to find a positive trading update, if not then sentiment may get very negative. Bleepa should have a future but it seems a race between sales and cashflow. SP is cheap but only if income increases soon, Utd not to wait to to test 1p again.
Still on the sidelines but if you have a near term positive spin do let me know. All the best
Bob...
Afternoon El, still watching from the sidelines my main concern is the burn rate with all these presumably highly paid recruits of late. The previous fundraise won’t last forever, does TexRAD still generate research reveue? India looks promising but they have other pressing issues at present.
Hope you are well, guards Bob...
NOt sure but I recall reading that the Company is unable to release sensitive information in a period (?40 days) prior to Nasdaq listing. Open to correction though.
NEWS has to include licencing agreement taking blautix into P3 trials, to get near your £4 imo.
Good speculation imac1, guess we will know in the next couple of weeks. Duncan said endQ3/early Oct, so hopefully by say 7/10 latest. BE helpful if market sentiment is not generally negative at the time, remaining positive for £4 on Blautix result.
MORNing imac1, I understood 4D we’re in favour of a licensing deal with regard to IBS. If so presumably there would be an upfront payment from big pharma who would then take through to P3 and 4D would receive a % of sales after approval. Cant see this being as high as 50%, probably 20%?. EIther way the effect on the sp would be dramatic, still leaning toward £4 on good P2 results, rising on news of a strong partnership deal.
Noted imac1, and if the ibs results are as good as we believe then buyout pressure may increase pre- Nasdaq listing. Must be a very tempting morsal for big pharma and Merk looks favourite. Interesting week coming up.
Very leaky imac, good indication next week is the one? Let’s see if your £4+ holds, best of luck.
HI imac1 , we agree at £4 if Blautix results are very good. Thereafter we look toward covid and NAS in Q4, anyones guess at tht stage. Nice to speculate we might one day recover the £10 sp.
Bit of a stretch to get to £6.50 methinks, but if the trial results are VERY good and P3 details are given then maybe close with a big pharmaceutical partner. Happy with £4 on IBS perhaps going to £6 on Covid &/or NASDAQ. Just my thoughts.
I am confident that the results will be very positive, for me the interest is in whether big pharma is lined up to conduct the P3 trials andpossibly pay a substantial up front licensing fee. IF so I see an sp of £4+, and there is always the prospect of a takeover. Just how I see it, so an interesting week.
I always understood that Avacta would get evaluation/approval in the UK but cytiva would handle things in the US? PLenty of comment regarding the validation process and manufacturing partners in the uk but I have seen nothing about the US MARKET. Have I missed this, does anyone have info on whether CYtiva lined up manufacturers? ARe they yet talking to the FDA . UK market important but small compared to US, brazil, China, India, EU markets etc.
WELCome Rich , I too follow you on AVCT and together with DDDD they are my two biggest holdings. The short term future for both is very positive and September could be a stellar month. My only fear is a steep market correction as the US markets look very overbought imo given the dire covid induced economic situation. GLA
: NASDAQ not au fait with the mechanics of a dual listing so any advice welcome. Would a US listing involve new shares issued, dilution, if so how many do we expect and would these necessarily be at a market discount? Presumably AIM and NASDAQ pricing would be in sync so a strong $ would increase AIM sp? Most commentators expect pharmas to be more highly rated on NASDAQ so would this be expected to outlay any dilution effects? Would a NASDQA listing likely increase the chances of a big US pharma takeover? Sorry if this is basic stuff but would appreciate answers, thanks
No scientist but these results are very significant, if confirmed in the next trial over the next two years it will revolutionise firm cell oncology. When you add on the prospects for the IBS And Covid Results due anytime , then 4D must be on big pharma radar as a target? Interesting few months ahead, NASDAQ listing attractive but will takeover arrive first? Not a ramp, simply facts and qs as I see them.
Cannot see a new rns before condor validation results for the BAMS then the LFT will follow. I would have thought Cytiva would deal with the FDA approval? Mid August seems the lift off period for me with sp at £3.00+ by month end, dyor.
We all want the Cytiva test in particular to be on the market urgently, and I am sure Dr A and the team are completely aware of the potential riches that await so they will be working all hours. They are rightly however going to ensure their test is the best it can be, so if we wait another month or so it doesn’t matter ...Covid is not going away, if anything it may get worse globally.
NO news so get ready for the weekend. For fun only how about guessing the sp? 3 dates, 3 scenarios. End August, enD October, end December:
a) CYtiva, BAMS, Medusa19, all commercially running
b) new test &/or therapeutic partner
c) NASDAQ &/or FTSE LISTING.
My guesses:
End August - a) £3, a+b) £3.5, a+b+ c) £4.50
End October- a) £4, a+b £5, a+b+c) £6.00
End December a) £5, a+b £ £6.5, a+b+c £7.50.
Am I being too rosy or too pessimistic?