Member Info for Hurst10

Several prints at 90.125.
16,000 per ticket

The trading update should also gives an update on the batch of mile stone payments from various JV’s

Several recent studies pushing regular use of LFT tests.

https://www.imperial.ac.uk/news/233514/covid-19-human-challenge-study-reveals-detailed/?utm_medium=email&utm_source=CampaignMonitor_Editorial&utm_campaign=LNCH%20%2020220203%20%20House%20Ads%20%20SM+CID_ab2d5c5c34df187ccf43f5284e674643

US buyer

Worth remembering once US AVA6000 trials have commenced, one could have mid trial updates, as the FDA allows this.

Great purchase, 110 by Friday post investor day

Agree
This week could deliver further confirmation of successful AVA6000 trials so far, which will not only create interesting investor Q&A on Thursday and Friday, but accelerate approaches from the Majors suggesting JV’s, with upfront payments and milestone agreement exceeding billions.

The article is mainly discussing PCR’s and the “ cowboy pricing market” with low quality companies.
As the article does point out, is this will be a year where we will have several variants and one of them could cause problems, the demand for testing in airports should be there, excluding them is like removing radars from Airports!
US hedge funds are quoted last Thursday recommending picking up Quidel as one of their top picks as M&A among top quality LFT manufacturers will pick up very rapidly!!

More a case of abolishing the majority of over priced low quality PCR.
Increase of different variants will dominate this year and demand for LFT testing will continue to in high demand.

Senvest ,
top performing 2021 US Hedgefund, have their manager picking Quidel (QDEL) as buy in a interview on CNBC,Quidel is maker of of rapid testing solutions and Senvest find that space significantly undervalued. Great read across to Avacta and again remind us of a Special situations fund moving in on similar companies over here. Avacta’s diagnostic business is rated incredible attractively vs US peers.

With BEGO and MARX back bidding for the boys at 86 Trinity Place,should be a good Friday afternoon, for what could be a very interesting next week

OMICRON has a new sister variant, will be the new dominant virus, until the next one turns up.
When Avacta is ready, a multiplex test,SARS,Flue and RSV home test will be featuring going forward.
Will off course highlight the real SOP of Avacta,Therapeutics and Diagnostics,with AffyXell!
The majors will join Moderna and the Koreans.
The new target price incl. new JV’s will be north of £10 and Avacta will be in a very strong position for a Nasdaq listing for a very lucrative valuation of the Therapeutic division.

120/ at 90.50 post market

BEGO back on the bid (US buyer), does not want to miss out

Will be a very confident management next week, AVA6000 will be a star feature and if there had been any issues, FDA during the IND application would have picked it up. So green light from Royal Marsden and the FDA pushed the button! Stand by for further j/v deal with a well known Major and then further trial applications from the pipeline.
Korea and AffyXell.
Then Covid and testing!!
All very straight forward.

STOCKHOLM, Jan 26 (Reuters) - Sweden set a new daily record for COVID-19 cases, registering 44,944 cases on Jan. 25, health agency data showed on Wednesday as a fourth wave of the virus mounted across the country.

Worth reminding us what the second company in Korea working with Avacta could deliver.
“The partnership also provides LG Chem with rights to develop and commercialise other Affimer® and non-Affimer biotherapeutics combined with Affimer XT® half-life extension for a range of indications and Avacta could earn up to $55m in milestone payments for each of these new products. In addition, under the agreement Avacta will earn royalties on all future Affimer XT® product sales by LG Chem.”

Speaking of selling, in front of Powell’s speech, keep selling SPAC’s and bit coin.
Sell short the ETF’s in that area.
Biotech sector have had a major correction and the majors are only talking of seeking for new partners in areas like Gene therapy and Precision oncology. Novartis and Pfizer got their cards ready and someone like Astra Zeneca will not sit back and watch the best company in Cambridge , since Arm holding no longer stay British!!

7 x + 20/ going through, more to come

Abbott numbers out before US opening tomorrow, will no doubt comment on the growing M&A activity in the market and off course the LFT market and future demand.