The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
RMF Muckle, thanks for those interesting links - if all goes well as it seems it will, AVA6k and their whole prodrug platform will be launching into a very receptive environment.
Exactly - that's what having a platform is all about - the value is in the platform - use others have the skill set to produce. Out-licensing will be what Avacta do.
I hope there is no t/o - as a patient holder prepared to stay for the long term I reckon I would be much better rewarded if AVCT are able to negotiate one or more jvs and follow through exploiting all their other multiple opportunities. The level at which any near term offer for the therapeutcis side of Avacta is deemed acceptable will depend on what major holders / IIs are prepared to accept. I cannot believe any major pharma would overpay absent any sort of bidding process.
PL75... very well put
CH bitl - could the people that have been having the treatment be now cured/clear?? It is an interesting question - but might the clinicians be learning something from the survivorship of the earlier first/earlier cohorts?
Thanks - an interesting reference or two in this to Avact, e.g ...
We already have an established network of academic partners in numerous Universities and have had funding with industry eg Tecrea (Innovate feasability grant), Pfizer (CASE studentship), Fera (CASE studentship) and Avacta Life Sciences (CASE studentship, license agreement). Some of the Affimers generated in our laboratory for Avacta Life Science are available to purchase and we regularly screen targets for Avacta's industrial collaborators and clients. Some of our unpublished results have generated commercial interest and investment in the Affimer brand which recently helped Avacta fund raise for a therapeutic programme, some of which will be fed back into the academic projects at Leeds.
... as the King said to Liz
IFA / Gengis, indeed, need to be very wary re what's posted on here!
Chartmy 07:54 - It’s impossible for indications of progress not to be given on Thursday when AS meets with investors
Help please - I'm obviously not keeping up - when was a meeting with investors announced?
So RR, according to your logic / explanation, reply to hanoihank, the price will always go down?
I am just amazed that so many people are amazed. By the way, good post EGTP
I normally skim these sorts of posts, I'm more interested in information released as RNSs and posted by those rare few really knowlegeable folk on here. But I thought the comment from wyndrum that the original allocation was pathetic rather took the biscuit! AS has rightly said and I am sure most holders agree with him, especially those who have held AVCT for a while, that further dilution should ideally be avoided. To my mind it is very reassuring that AVCT are at a stage where significant dilution can now be avoided.
Affimers were what originally caught my eye when I came across Avacta some years ago. The focus since that 2017 video has shifted to LFTs and now to the potential of their pro-drug platform. But if eventually reached, the potential of Avacta's affimer technology platform could be equally mind blowing.
Does anyone know how much cash it will take to get AVA6000 to market
And is it not interesting that on the Science day they say they will be
"providing a full technical update to shareholders on the Affimer immunotherapy and pre|CISION chemotherapy programmes"
So "Affimers and pre|CISION"?
It should be possible to take up your Open Offer entitlement outside an ISA even though it is showing within it, and you cannot introduce more cash. My Offer entitlement was all within my ii ISA but I cannot subscribed futher to it as my current years ISA subsciption has been made already, with a different provider. Since I do have some cash in the Avacta ii ISA I was able to take up about 25% of my entitlement within it and then ii arranged for the rest to be taken up outside in my ii Trading A/C - they were very quick getting this done, it is now all arranged - full marks to them. And no fees to pay.
Mines a fat rascal!
Thanks Myles, appreciate you sharing this.
Mr A - I'm talking LFD Covid test - pre suspension - when there was some hope that they had a product that might revolutionise the UK dignostics industry (which affimer based LFDs still potentially will). There was little 'mainstream' mention of this breakthrough possibility, though there was much discussion of the need for it here on the LSE board. And of course with hindsight it would have been premature. I think we can maybe assume that AS actually played it well, or was lucky - biting his tongue and keeping schtum. But thats all best left in the past. Better things lie ahead and hopefully soon,
By and large a good thread ;-) I’m also looking ahead with great interest as to how they deliver the good news story (OK, I'm assuming it'll to be good news). Obviously an RNS and I agree, longer term peer reviewed papers - and a lot in the specialist medical press. No doubt AS will present as well. He's a good bio-science communicator, gets the principles over without being banal. It'll be interesting to see whether they get the story into the mainstream. Striking headlines in the likes of Mail-online - "Breakthrough in Cancer Treatment" "Red Devil Conquered". I hope they’re getting advice on how to make this happen – they’ve not shone here previously. It’ll be interesting to see whether the low cost side of it gets picked up too – a well-established drug with a ‘simple’ modification that will bring relief to thousands whilst keeping medical costs down. It’s obviously what’s happening behind the scenes that matters from an investment stance and ultimately for the development of the pro-drug platform. All of which has hopefully has been ongoing awhile - some hard ball deal making, resulting in a fantastic licencing agreement - something which AS does seem to do well. That’s an announcement that would get picked up and run hard with in the bio-pharma investment community. We can but dream!
Hi Monkswood, below is from the 23rd June AGM Business Update - slide 15
Therapeutics Research Day in November 2022 – date to be announced
Planning a Diagnostics Research Day in Q1 2023.
I've not yet seen anything giving firm dates