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MAy they come unstuck. I am very positive that diagnostic covid sales in the £m10s/100s will result this year. My wish is that Dr A and the Board earmark some of this to seek a NASDAQ/FTSE (both) listing in the next few months to leave the snakepit that is AIM. AVCT will have a mcap > £0.5bn very soon imo and growing rapidly. Not only would moving to properly regulated markets reflect well on the company’s reputation, but it would boost the sp overnight by 20%+ imo (maybe a lot more). Just my musings, AIM serves a purpose but the questionable dealings of Nomads/Brokers etc makes a joke of an ‘orderly market’ at times.
Lazy Sunday afternoon (Kinks?) so let’s see if we can GUESS where we are going:
Adeptrix, final testing this week likely very successful with sales JUly onwards. Big demand in USA so sales £ms per month.
Cytiva, lft the gold standard for poc testing. Avacta categorically state this will succeed. Suggest news in around 2 weeks, then maybe another 3 weeks to validate/approve. SAles end July, massive worldwide demand.
Medusa19, similar timeframe for Cytiva likely strong customer demand in all major economies.
Therapeutic Covid-19 treatment, expect major Parma announcement innext 2 weeks.
AVA6000, trials end 2020/early next year.
I am confident all the above will be successful, but the announcement of each will have a dramatic effect on the sp. Impossible to quantify income from the Covid testing regime but clearly it will be in the 10s/100s £ms monthly. The therapy position will create a large licence fee imo.
As for the sp I believe this will be north of £5.00 by late autumn, after that it could be anything within the next 12 months.
JUSt a lazy afternoon muse, not a ramp at all, and all imho...so dyor.
Genuine view, I am confident the strip has been developed in the sense of successfully binding the Affirmers to the strip but presume testing is ongoing for readings etc? Hence no rns at present? I have little doubt that the required 80%+ will be easily exceeded but it would be good to see the results and also learn when FDA approval is likely. Only then can we expect advance orders ahead of mass production, but the figures could be huge and the sp should respond accordingly. JUst my musings, dyor.
Working on the thesis. 7 hours ago on Twitter he described Avacta as an ‘Alpha’ investment. Further reports may be out over the weekend, think next week could get really interesting. To hold present levels in the absence of any news, in largely falling markets,and on the back of stellar increases, speaks volumes imho. Still time to add for a very decent return by year end imo.
Always respect your comments RK but £10 by end July is a very challenging target imo. Do you not think a bidding game might start well before once approvals and sales start? I bought for the oncology side and that for me is a real game changer and target for big pharma. The deal yesterday may muddy the takeover aspect but there will surely be a ‘and its successors’ clause in there. Just my musings but interested in your take, regards.
Hi adrianz no surprise I am with Hors on this one, the AR scars run very deep! I do agree with you totally about future direction but the ability to execute is unproven. Would TexRAD still feature in your plans or is that tool a convenient fundraiser for the likes of Bleepa? With a very shaky track record and already over 500mln shares there is little scope for further dilution imo. Rewards could be good but definitely a risky investment hence my reduced exposure over the last 6 months GLA.
Interesting MR St, would be quite happy for AZ to be our suitor, and a nice bidding war would help. I can see this might happen when trials completed and approvals given, perhaps around August? As for price not sure I would be as high as your £10bn, many investors, and probably instiis, would be out well below, £3-£5bn would be my guess....with many happy investors. Certainly interesting times ahead and for those still sitting on the fence plenty of room Tom multibag from here imo, dyor.
No real retrace on modest volume suggests to me that it could still end Blue today then push above 30p by weeks end. THe next couple of months look interesting and news of just one more JV / partnership will surely rerate the stock.
If this initial trial is verified then the argument is surely compelling and I can see mass adoption. Reducing referral times by 50% is huge nd nearly 2/3rds of cases concluded solely using Bleepa! Could be very good for the NHS and US/international sales....rerate upon trial completion?
Hi CC, if all the ducks are lined up waiting for TO to deliver then let the clock start. I wonder where we will be in say 3 months from now? That will indicate whether there is substance to the case being made....be nice to get out of this trading range for a start, all the best.
Love the optimism CC, cannot fault your logic so time will tell. I have already stated this is a critical year for FDBK and hopefully TO will give a detailed update with figures in his Results Statement, rather than the historic bland utterings. IF (big if for us lths) FDBK can commercialise this potential then yes the sp is seriously undervalued, I suppose if new income is being generated then the downside risk should now be minimal. Enjoy your weekend...
All good reasons CC , but there have been very many false dawns as has been stated FDBK have to prove they can turn potential into income in order to warrant a rerate. Do that and the sp could be anything, realism says 3p to me and that would then be a springboard. Fellow gooner so get the analogy, hope you are right but 3x bag this year would not be a disaster, good luck.
Interview good but as a lth I strongly suggest you rein in your sp expectations , been there som many times before. I do agree the stock is underpriced given the potential, hope you are right but I will be happy with 3p in 2020....either way could multibag, shame it’s negative today!
HNY to all shareholders. I have only just had the opportunity to catch the podcast and it’s probably the best I have heard. Unless you believe Neill lies through his teeth the answers were concise and gave totalrelevance to the Company’s current status. The strong inference is that 2020 should be a pivotal year for landing significant Agreements as we are now at the tail end of testing/negotiations ahead of signatures (Neil’s phrasing), so imo the current sp is very attractive andI look to being back above 1.30 by Easter. Good luck to all.
High volume again with lots of good sized buys. Could be mms are holding sp down to encourage sales if they are short of stock. What do you reckon lr2?
Feels like something is happening with recent volume levels, hopefully an announcement soon.
Looking at today’s trades there seems to be either a premium or near full ask being paid for buys >500k. May indicate mms do not have a lot of stock at present and with plenty of buyers around there may be a tick up in the sp later. Worth watching.