focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
It’s certainly not unexpected so already priced in to COVID shares. Only stupidity would make people sell on such news! I do, however, expect a lot of investors have been sat on the sideline waiting for this news to be made public
Quite a sobering thought! But one that suggests testing will be here to stay for a very long time
https://www.google.co.uk/amp/s/amp.theguardian.com/world/2020/dec/29/who-warns-covid-19-pandemic-is-not-necessarily-the-big-one
I think people are responding to your total stupidity! There is absolutely nothing not to like! Today’s RNS was purely administrative! If you think otherwise then, sadly, investing is not for you
Jesus! It’s so easy to see how people lose money on the stock market. People can’t even research and interpret a very straight forward RNS like today’s correctly! It’s all been written in black and white for anyone doing the slightest bit of research!
Some people on here today look very foolish!
I thought 4D were listing under the ticker LBPS? Not sure this is anything to hang your hat on!
Yeah. Just watched the interview again from May with TW and points to this being vastly undervalued. A market cap of 20 million is ridiculous- the microbiome sector is getting into people’s psyche with the Seres news. Should be at least treble this price on potential alone
It will be a very exciting and genuinely transformational year ahead for Avacta, as we work with our partners to progress through each of the necessary stages to deliver on all of these opportunities and I look forward to keeping the market updated as we hit the major milestones."
Says it all really
Morning all,
A brilliant announcement today. We essentially now have successful in-vitro results for a NAf therapy for COVID-19.
The CEO references the key potential benefits that a NAf therapy would enjoy over a NAb therapy:
“Their small size and high solubility means that a much higher concentration of Affimer molecules can be used in the drug formulation to more effectively block the spike proteins on each virus particle and better protect the patient; bispecific and trispecific Affimer neutralising therapies that bind to more than one part of the spike protein could ensure the effectiveness of the neutralising therapy even if the virus' spike protein mutates.”
I specifically referenced these on pp.13-14 of the below note a couple of weeks ago, along with several other potential advantages:
hxxps://aimchaos.files.wordpress.com/2020/06/avacta-group-update-ii-part-ii.pdf
I would suggest that having spoken initially to Big Pharma, Avacta was told to go back and generate these in-vitro data. Now that the company has successfully achieved this, I really believe that a partnership with a major will be secured and a NAf therapy fast-tracked into clinic.
Arguably the most important aspect of such a partnership to Avacta would be that the Affimer technology itself will be brought into clinic this year (see p.16-17 of above note). NAb therapies currently in Phase I trials suggest that initial data read-out will take a month at most (Lilly / AbCellera trial). If Affimer is proved safe in man, this will be the most important single value inflection point in Avacta’s history. In my mind, this alone will be a billion-dollar event.
Plenty of further news to come “in the very near future” from the plethora of workstreams throughout the Company’s two divisions. So much value to unlock, and now with the cash (and potentially, multiples more than that, by year end) to unlock it all.
A very happy holder here.
This is the most illiquid stock that I’ve ever owned! On the negative side this means any bored holders selling tiny amounts will drop the share price totally out of proportion to the amount sold!
On the positive if or when a deal is struck no one will be able to buy any large amounts without the share price moving massively upwards!
I have a feeling spring will be very good for all holders here and anyone buying at these levels are very lucky! Time will tell
I understand that timelines have been rather optimistic after listening to the podcasts etc over the past few years! However, Clive has shown he is able to get deals over the line and looking at his success rate at other companies points to more success here! This type of company will take time but the current valuation is ludicrous considering the IP value and the potential of the compounds developed! IL 17 sounds like it’s going to be massive
I’m actually really surprised at the lack of interest here! Thought loads more would be averaging down after the massively discounted placing! I suspect interest will build through March and April in the expectation of NRF2 getting over the line! Got to be a smashing entry at this price!
Reading between the lines of recent podcasts and presentations it would seem an NRF2 deal could well occur any time (my guess would be April) I believe that further data is due on the molecule any day and will then lead to further (hopefully final discussions with interested parties!
In another podcast in October the IL molecule was set to be ‘ready’ for discussions around April too! Loads to play for here and am happy to wait until lift off which is getting closer all the time!
So you set a 3-4 week time frame that things would kick off, yet a matter minutes later sold as the price began to drop a little... strange!
I think that once the traders have departed we’ll see a succession of 5-10 % days to take the SP to a more realistic 7-10p range! Fully expect lots of updates regarding financing plans etc too
Congratulations all those of you that had the balls to hold through the two previous dusters or bought in based on these results recently! Just goes to show for all the hours spent deramping the idiots knew nothing all along!
I don’t hold any at the moment but love a victory over the stupid trolls!
Indeed! The market cap is crazy for a company with such massive multiple opportunities that would re-rate this instantly! I’d expect a bull run soon just due to the massively oversold indicators but add in the potential for amazing news (‘the next 12 months should add considerable value’) then 100% from here is almost guaranteed imo! This is why I’ll be building a substantial holding while it’s under placing price! Bought over two million today so far! GLA
So- let me get this right- someone that doesn't believe in the BOD and thinks the SP is not going to move (even if results show we're at a PE of 3) still holds shares in said company?? Bizarre!