Member Info for Energyshares

This from NCYT board someone called SteveV.
This is a prime example of a investor who doesn’t research shares properly.
Avacta about to launch Holy Grail LFT, Oncology pipeline about to enter the clinic next month and he makes a comment like this:
:) :)

“What I can't get my head around is when you compare the fabulous performance of NCYT with similar companies who seem to have achieved very little.

I did the same Price/ratio calculations that I showed you all for NCYT, for ODX and AVACTA.
Try yourself, it is laughable. The price/sales ratio for AVACTA based on 2020 revenue is astronomical. It is embarrassing, their SP is so high, and totally out of kilter with their performance.
Their sp should be around 10p based on 2020 revenues.
What are they going to do in 2021 or 2022.?

Follow the money. That is what I have done.”

LSE Avacta crew on Medusa next test site.

https://m.youtube.com/watch?v=dJsDFij0JRY

Well done guys, I think you deserve your own thread.... :)

Q14: When do you intend to take TMAC into a phase 1 clinical trial ?

The precise timing of that will depend on the pre-clinical and translational development progress this year. We are aiming to be in a position early in 2022 to select a candidate TMAC molecule for clinical development which involves generating the data for a regulatory submission, developing the CMC (manufacturing) processes and submitting to the FDA or MHRA for clearance for the clinical study. Following candidate selection, it may be around 18 months before we are in a position to dose first patient.

Not selling any for next few years.... :)

Q17: Would pre | CISION also target secondary tumours that have not necessarily been identified in a patient with an identified tumour? (thereby treating secondaries that may if not treated develop further down the line)

pre|CISION will target tissues where FAP is upregulated which includes secondary tumours. It is not a pre-requisite for pre|CISION to work that there is an already identified tumour.

Ching ching

Avacta updated website with investor Q&A’s just logging in now.....

Google
In the coming days, man will make his first attempt to land on another world. In the coming days is good for use in describing developing historical events. It's not about a specific, practical amount of time, it's about defining an era.

Well the last year feels like a era....

I have immediately put the chicken in the oven not in a hour but immediately .

If Affidx sales start in next few weeks and we win UK and Europe plus US contracts then we are talking a huge SP, but then AVA6000 trials are successful another boost to the SP then that’s when the takeover approaches start.

Then we can say PL called it £200 ex-China

A.S last 2 RSN’s
A few partners seem to be ready to sign contracts:

Today’s RSN
"We are very excited by the potential of this high quality SARS-CoV-2 rapid antigen test and the interest that we have received for it from potential commercial partners, distributors and end users.”

Results RNS
“We have made very good commercial progress with potential distributors, licensing partners and large-scale end users and demand is strong.”

Well done everyone for holding.

Danaher know all about affimers through our collaboration with Cytiva.

As well as Cytiva , Danaher own Beckman Coulter.

Beckman Coulter develops, manufactures and markets innovative products to simplify and automate complex biomedical testing.

Watch this space........

RNS this morning didn’t have the USA disclaimer.
Every Affidx RNS before this morning had this disclaimer.

Disclaimer: The AffiDX® SARS-Cov-2 rapid antigen test is not currently available for sale in the United States.

Cellar boy twitter worth a watch.
AS has a knack of explaining very technical stuff in plain English.
https://youtu.be/P0pkOdsr_JA

There is a large Shed in Scotland that might be manufacturing Avacta Affidx.

I’m sure this kid has Avacta shares

https://m.youtube.com/watch?v=IBtHj0674Is

If we ever get towards the end of this pandemic the best tests are the one’s that will survive and keep a revenue stream.
As more and more Covid tests come on to the market the biggest problem going forward test manufacturers will be reagents supply.
Shortages for Covid tests are in the news,but other Lab tests are being hit with shortages as reagent supplies move across to covid tests.

Avacta have the advantage of Affimers and we are the only company that can guarantee our reagent supply.

https://www.fda.gov/medical-devices/coronavirus-covid-19-and-medical-devices/medical-device-shortages-during-covid-19-public-health-emergency

https://www.medicaldevice-network.com/comment/supply-shortages-covid-19-testing/

https://asm.org/Articles/2020/September/Clinical-Microbiology-Supply-Shortage-Collecti-1

CO
This what I love about this company.
It is researched to the hilt, with fantastic inputs from everyone.
For a new investor reading this board today they can also take away the knowledge and research everyone has put in over the last year.
It’s just a shame LSE allows the trolls to spoil and clog the board up.

Thanks CO that Moderna licence is one to watch as well.

CO
Agree but what I like about Affyxell it’s a separate company JV between Avacta and Daewoong it’s raised it’s own money for next generation cell and gene therapies.
It’s like our shares in Avacta also own a share of another company.

TMAC is also very exciting but to be honest after this year any on that list can bring substantial revenue.

Also once Affidx launches AS will have to watch out for Big Pharma moving in for the IP.

POD65
It is a remarkable list and all this work is being done under Covid restrictions to the business.
Everyone who has held through thick & thin will receive the rewards very soon.

PL
I think everyone would pick 1 & 2 but just wanted to see everyone’s number 3 and possible Dark Horse.
Agree about Affidx unlocking everything else what a future this company has...