Avacta’s Trojan Horse6 Sep 2021 14:36
Every RNS, I love this bold statement:
The Affimer® platform is an alternative to antibodies derived from a small human protein. Despite their shortcomings, antibodies currently dominate markets, such as diagnostics and therapeutics, worth in excess of $100bn. Affimer technology has been designed to address many of these negative performance issues, principally: the time taken to generate new antibodies and the reliance on an animal's immune response; poor specificity in many cases; their large size, complexity and high cost of manufacture.
Affimers are a disruptive technology that are about to turn the antibody market upside down.
Why hasn’t a large company come in and took Avacta out.
With the MCAP drop over the last few months, there will be a few big boys watching and pondering when to make their move.
AS has played a blinder by constantly announcing new licence deals every few months.
Big Pharma will want this technology all for themselves but with all the licence deals especially
LG Chem
Daewoong
Moderna all of which have extended their deals and all the other smaller licence deals,AS has built a Trojan horse in which if a Large Pharma did come in, they would have a legal minefield to try dismantle or pay off these licence deals.
I expect both divisions to be sold off with Therapeutics after phase 1 trial results.
Diagnostics once the Affidx brand has another couple of tests on the market.
AS knows Avacta will be swallowed up at some time but he does always keep mentioning he wants to enhance share holder value.
Keep it going AS your LTH share holders are behind you.
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