focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
beinthelead - CE kind of easy - but maybe its also a bit of a trigger for Sp growth in spite of that - to the extent that it - esp. on the back of such a good large study - will help cyrstallise some or many of the manufacturing and sales discussions into actual sizeable contracts
Actual work PL, seriously that's a prohibited four letter word that could lead to complaints and a more permanent ban.
is Miton still reducing?
I hope they test out Avacta at these events - wouldn't want to go to one that had folk who had only taken Innova!
Please excuse the copy/paste DonaldTrumpsWig, but your post is epic:
Company with fantastic IP in cancer therapies pivots to meet unexpected and unprecedented demand for CV test.
From standing start, during a pandemic, delivers world class LFT whilst navigating inevitable delays, wrong choice of partners, regulatory hurdles, changes in sample collection methods etc etc
Whilst all this is going on, maintaining cancer pipeline and signing license agreements with numerous partners all of whom irrevocably endorse the IP of affimers
Today the CEO confirms all of the above, stating that demand is almost unlimited and the remaining hurdle is simply production capacity.
Two choices for shareholders:
Choice one, recognise that this is a unicorn investment opportunity, turn off you phone, enjoy the sunshine safe in the knowledge that the SP will take care of itself.
Choice two, refresh this BB and the SP every two minutes thus letting Nd and the other bedwetters get inside your head by overanalysing every nuance.
This is the investment opportunity of a generation, nothing said today has diminished that. The final hurdle for me was CV and that was cleared with ease. Find a beer garden and enjoy.
Got a mezze now Muller
off the bottom now Agent. MMs tree shaking/collecting stop losses.
I will grudgingly admit you are making some fair points Wyn.
5m guaranteed is perhaps 2/3 or 1/2 what people may have thought and 30m including govmt machinery is slightly on the low side of what I would have thought. On the plus side we are up by at least one manufacturer (other is now others) which will clearly add to a ramp.
On the overseas point I don't take the lack of a signed deal yet as disappointing - I take it that partners in the UK had allegiance particularly via the consortium, whereas potential partners abroad would have been waiting for the numbers. Now we have them and they are great the deals should start getting inked with capacity set aside/built up in anticipation of CV.
The 'market' not only wants AS to 'show them the money' more in terms of manufacturing and sales deals but it probably doesn't visualise the size of the potential market in the way most shareholders do. Being one of them I see this going big and I'll admit like many I get frustrated when it takes longer than expected but I am still of the view that if a massive pie is coming the main point is that a massive pie is coming - not that 'delays' made the piece somewhat smaller than it would otherwise have been.
The therapeutics was good too, albeit mostly elaborating on what we knew
No time for my follow up q on whether his shumpers are biodegradable
Both
do many of these crazy coincidences ; =)
PL - its 5-30m depending on access to Govmt funded equipment. Of course that is the current figure. We know that PA consulting had a target of 60m by end April. We also know that Ginolis have long ago talked about 28 machines but that bring them in/online was a process and so we should probably except a ramping for some time into May and maybe June. Other machines also bought from Huxley Bartram in Cambridge.
For me though the best bit is that whilst Avacta could clearly benefit from a government contract they are seizing the initiative by negotiations with manufacturers and large end users in other countries
I think we just need a few more months for it to get close to a tenner at which point we might at least be looking at 15 or 20 in a takeover scenerio. It would be a good outcome but its not my preferred outcome either Aviation - like you I would like to see wider potential of the company start being realised. To that end I only envisage keeping the vast majority of my holding for many years. Imagine you have a 50k holding and sell at 5x for 250 when it could do 50x in five to ten years giving 2.5m or 10m on a 200k holding...
to be fair jive the 8billion is for manufacturing too so the test originator may not get more than about half of it (and that won't be awarded in a single tranche)
Agree with most of your post beinthelead but delayed commercialisation is from early april to potentially just early May, which is not so bad. And some of the other info - manufacturing, HMG contract etc. might be expected within weeks (possibly some this thursday even). You are right its frustrating - its been so excellent and a bit of a rough ride at the same time. But you are equally right that we can rest easier knowing that its coming together as we hoped/expected.
its not particularly socialist - many Tories would have supported it in the old days. No defence of course if the suitor is British - indeed, government might welcome a takeover by someone like GSK with the deep pockets, connections and resources to make British developments go faster
tils have a nasal spray treatment going though clinical trials currently and it looks very promising indeed.
Caught on with Japanese visitors (delayed payback for Imperial occupation)
Depends on your risk appetite Robbo and what you have in funds. I think its very low risk of going down from here and very high potential for the kinds of waves of good news and reevaluation that can bring significant profits
Actually two studies are sufficiently similar to give some value to aggregation. And if we take the CT values 27 and above out the sensitivity is probably around 99 per cent. The sensitivity has now been worked on enough but I think it would be good to have a big study of negatives now - should be easy to do - to get a more precise fix on the specificity. As we are saying there are different use cases. For planes, non-distanced events etc. I would rather have the maximum possible sensitivity and deal with the odd false positive. The inconvenience of a few individuals or families is a small price to pay for enabling these events/acitivities to happen in a safe way which just can't be done with tests currently on the market