Member Info for carlotowl

I'd also like to point out that of this comes to pass, that RichKen posted on Twitter just early this evening about a new strategic partner who will be producing the LFT. I know some of you dislike him for his ramping, but he would have been on the money!

Wow, that was quick. And then it was gone. Just shows how companies monitor Twitter and possibly these boards.

No, not old news. Search Anthony Starkey of Omega on LinkedIn then scroll down onto his experience. Jan 2021 he states he's an Assay development scientist developing an nasal swab lateral flow test device for detection of s1 protein on behalf of Avacta.

Absolutely fantastic news. More pieces falling into place.

Hahahaha, I generally don't get involved with thr ****ging or 'I told you so's', but I can't stop laughing about Merchant banker and how admant he was that they wouldn't manufacture Avacta's test!

You'd think that all Covid testing stocks would be up today but they're all down apart from Avacta (I appreciate they aren't just a testing stock). However Covid tests are what are driving the price at the moment, which leads me to believe that potentially someone knows something about ours tests as we are up a not so insignificant amount. Here's to hoping....

gmcc - apologies, you're absolutely right. I shouldn't type whilst trying to deal with the kids! I meant to point out that following pre-CISION the TMAC platform (which does use affimers) would add even more value and would prove the affimer platform even more and would be a massive inflection point.

SP depends on a lot of ifs. If BAMS is validated and they generate sales from it then we'll likely move up to £2. If they can validate the LFD and generate sales then we'll move up to £3. If the sales generated for either of those are large then we will go higher (£5 min IMO). If neither of things happen it will likely dip below £1 awaiting AVA6000 results. If AVA6000 is successful we'll have to put up with sub £1 until then, but good results would likely send it above £2 again, possibly higher. In the long term it's more than likely a winner. Good risk/reward profile at these levels. But there remains a significant risk around the Affimer platform until it is proven in either the Covid tests, AVA6000 or something else. If the platform is proven the sky is the limit IMO and in years to come the SP could be in double figures. But as I said - lots of ifs.

We will likely see a drop today. If it drops significantly I'll be buying more.

Well I for one have just sliced profit from another share and topped up here. It's all coming together IMO. We will make some money through BAMS and the LFD (although maybe not as much as we anticipated), however the money we make will fund the therapeutics side which is the real prize.

Just because testing isn't being talked about in the media doesn't mean there's any less emphasis on it. I work in the emergency services and we received an email last week that they are starting a twice weekly testing pilot in January for front line workers. Keep the faith, this share is going to come good.

The difference between Eqtec and ITM/Ceres is the strategic partnership and the resources/expertise those partnerships bring. A strategic partnership will arrive for Eqtec next year imo and we will start to motor towards 1bn market cap, possibly even higher depending on how much of the pipeline is converted. I could see the market cap above 1bn within 2 years if things go as I expect.

Disappointing missed timelines on Covid tests, but monumental potential is slowly being borne out. Affimers are the future and will eventually replace Monoclonal Antibodies as they are clearly better performing. Multi billion dollar market awaits as big pharma realise this fact. The Covid tests should confirm this in the New Year and provide a financial and scientific springboard for the bigger and longer term opportunities elsewhere. The patient will be handsomely rewarded in the next 12 months and beyond. I hope all the short termers sell out now and stop whinging on this board.

People tend to forget about the likes of this and the LG Chem partnership. The study finishes on 31st Jan so some results will be published sometime after that and if successful will prove the early safety and effectiveness of Affimers, then further down the line could give rise to various therapies of which royalties of any eventual commercial sales would be paid to Avacta. The potential is monstrous even without the diagnostic tests. Hold for gold.

History is also littered with first movers such as MySpace and Yahoo search who had an inferior product but were very successful for a period before being overtaken by a better product that came to market much later.

We'll get there gkb. Yes we've missed out on some contracts and people haven't made their millions in the time scale they expected, but when has an investment always planned out exactly as you (or the company) has planned? Not very often, there's almost always delays. I still expect this share to make me a ton of money between now and whenever I decide to sell. I also still expect there to be a decent inflection point before the year is out, so no issues.

Still holding strong here. We will be rewarded, it's just taking longer than expected. If you don't need the money now - who cares?!

BAMS is being clinically validated in hospitals and universities and has been for about 3 weeks AW. You know that.

We were told Q4. It's still Q4. Testing still needed on multiple fronts until at least summer next year.

Fair play play Wolves. I appreciate realism, but I find your negativity draining sometimes.