Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
"#RRE Excellent news today! Ross & Blake Field extended! From 2024 to 2029! 4.2 MMboe reserve! Broker note guidance blake/ross adding 500p to RENAV"
https://twitter.com/aim_gravy/status/1095251026435891200
Avacta Group - 2019 Is all about Milestones and Commercial Deals
https://vimeo.com/315676467
"Confirmation that Moderna has exercised its option to enter into exclusive licence agreements for selected therapeutic Affimer candidates for clinical development is very positive for AVCT. It is a strong indication that AVCT delivers Affimers with activity against Moderna’s targets to an extent that they are worthy of making a considerable investment in clinical trials."
"Moreover, a number of major pharma/biotech companies are nearing the end of a significant period of validation of Affimers against their specific targets, and it is likely that more deals will be announced in 2019."
"Investment summary: AVCT has made considerable progress towards its goal of having a number of commercial partnerships for its Affimer technology, as well as developing its own proprietary Affimer-based drugs and growing a separate, profitable reagents business.
The rising number of collaboration deals being discussed and signed is clear indication of the long-term value of its Affimer technology, which the market is currently only just beginning to recognise."
https://www.hardmanandco.com/wp-content/uploads/2019/02/AVCT-Moderna-06-February-2019-1.pdf
Although the main excitement this year is with the US FDA decision in July which Peel Hunt reckon is worth a whopping extra 85p on top of the share price, there is also scope for a major re-rating on the back of Shield breaking into the Asian markets.
Discussions are already underway and the CEO certainly seems excited about the opportunity here in his recent interview:
"And the Chinese government themselves have made a clear statement that they want national healthcare, so I think for prescription pharmaceuticals this is an enormous opporunity and we're very excited by the level of interest that we've seen in Feraccru in those Asian markets."
https://audioboom.com/posts/7153214-united-oil-gas-shield-therapeutics-and-chris-bailey - from 26:28
So in terms of the "simple product, large market" comment, the market for Feraccru could expand significantly this year if the company cracks Asia and the US.
Quite the RNS yesterday. Not often you get such bullish language. Certainly bodes well.
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"extremely exciting"
"exceeded all our expectations"
"approached by some very large industry players"
"potential game changer for Arc Minerals"
https://investegate.co.uk/arc-minerals-limited--arcm-/rns/significant-new-targets-discovered-at-zamsort/201902040700049057O/
...has a sizeable chunk of these.
https://twitter.com/barondaytrading/status/1090151593427783680
He bought into RPT at 5p and it's now 50p, so if JKX follows the same path....
"This is a hugely positive outcome for Avacta. It not only demonstrates Avacta’s ability to generate a series of effective Affimers to a chosen target, which are likely to have undergone extensive preclinical testing by Moderna, but it also provides further external pharma validation and endorsement of the technology."
"The original research collaboration (May 2015), stipulated that Moderna had the option to enter into exclusive license agreements for selected therapeutic Affimer candidates for clinical development and in each case Avacta would be entitled to milestone payments, the total value of which could reach several tens of millions of dollars."
finnCap increased target to 125p to reflect the incremental value of the deal.
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"This therapeutic licence builds on the deal with LG Chem, ($300m “bio-dollars” plus royalties). It illustrates the clear progress that has been made underpinned by increasing amounts of preclinical data and therefore platform value, and is reflected in our increase in target price to 125p."
https://www.avacta.com/sites/default/files/resource/Avacta%20MN%20040219.pdf
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The share price has to multiply 2.7x from the current 46.5p mid to get to finnCap's increased target.
Worth remembering the upside potential here and what a flurry of deals could do to the share price....
"I suppose one has to be careful not to start getting hyperbolic, because what we have is a platform technology which means we are not a single asset drug company. There isn't one drug that we are developing. We have the ability to produce a very large pipeline of different Affimers because we have a platform to generate them from."
"So the potential value is genuinely enormous."
https://www.youtube.com/watch?v=MlwtMlCts5Q - from 7:54
Yet further validation of the Affimer drug platform which can only help attract potential new partners.
May help tip the scales in favour of the "close to 50 companies that have or are undertaking evaluation" (according to finnCap).
InfraStrata Plc CEO John Wood presents at the Oil Capital Conference
http://goo.gl/KoR4kC
And another one from yesterday:
http://goo.gl/wGdxCJ
Big upside from the current price to the Whitman Howard 1460p target.
"We initiate coverage with a BUY recommendation and a TP of 1460p, representing significant potential upside of 156% from the current share price, a gap we believe will close quickly once investors realise RockRose is trading at a sharp discount to fundamental value."
htps://twitter.com/aim_gravy/status/1065732453137113088
The CEO interview of a few days ago worth watching to get an idea of the potential in the year ahead.
"A really positive outlook for 2019"
https://www.youtube.com/watch?v=1QPyhGsJNFc
Individual trades are only a blip in the bigger picture. There are always buyers and sellers in any market but look beyond the noise and the long game is where the big profits are to be made.
The move here since the LG Chem deal is just a taster of the much larger move that will unfold as time passes imo.
The recent AGM Business update statement gave some hints as to the likely newsflow in the coming months. There are multiple catalysts ahead, each with the potential to drive the share price very much higher.
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"I look forward to updating the market on progress during 2019 which I expect to be a year of very significant progress for the Company."
"As we expand those data-sets across our in-house programmes I am very confident that we will see additional significant licensing deals that transform the Company."
Tufts collaboration - "This is an exciting prospect that has got numerous large pharmaceutical partners interested in the Affimer TMACTM programme."
"The licensing deal with New England Biolabs is a perfect example of the type of deals we have in the pipeline of Affimer reagent evaluations and I expect that we will see more of these deals emerge in 2019 with both large and small partners across multiple markets."
https://investegate.co.uk/avacta-group-plc--avct-/rns/agm-business-update-and-notice-of-results/201901210700045586N/
"Shield Therapeutics CEO delighted with further positive results from pivotal Feraccru study"
http://goo.gl/z3DrRp
RNS just out:
"Such positive long-term treatment data for Feraccru(R) in complex patients with chronic diseases like CKD provides a very promising signal for the future commercial success of Feraccru(R)."
https://www.investegate.co.uk/shield-therapeutics--stx-/rns/positive-results-of-aegis-ckd-study/201901290700073356O/