Member Info for Ivyspivey

Agree but the fact it includes Ncyt is very interesting and this predicts the market until 2026 which is a good testament to the future here.

Ken,
Nice post and I have had lots of dealings with University of Glasgow in past but on Vet side and they have a rich history of experience and expertise in viral vectors and virus’s.

PS I work for one if the Company’s you highlighted involved in developing neutralising therapies for Covid 19.
ATB

Agree Richob,
Best way is just to look at any US listed stock and look at the SEC filings.They have to include all the potential risks not just covering cash flow moving forward but risks of losing key people via illness or moving jobs,the risks of pandemics( 2020 totally changed that level of risk for many industries), risks of being sued for IP protection,regulatory risk,commercial competitor risk and many more.
They are all just normal business risk and yes size of operation can mitigate some but Avct is just imo a much better position than most to cope with them.
So expect sentiment is back with us and should see us continue our upward not withstanding general market volatility ( another risk) so look forward to news soon and unlike many industries being exposed to both Covid and non Covid space is a real benefit.
My Company restarted its drug trials about 2 months ago and all is back to normal and we operate in the immuno oncology space amongst others and of course another lockdown would effect everywhere but “ new normal” means we do continue just in different ways

Agree RD the Animal Health Lab stuff is not the story here anyway it was merely to address a specific risk and just seemed overblown.
Of course when lockdown happened all business’s suffered but likes of Avct are far more resilient Han the vast bulk.
Many Vets are getting back to the “ new normal” and a large part of Avct tests are diagnostic especially allergy and many of these pets will be insured/ health plan clients.
My point is the Vet business is resilient and there have been a big number of new puppies registered and many blood samples will be to do with procedures that need to go ahead although yes some routine dentals will not take place.
Idexx who are the main players in that space are doing fine.
Also Avct have a lot of Covid 19 exposure plus most of their work will be back on track.
So yes a 2nd wave could impact but much less likely to effect AVct as it will other industry’s.

OK PLT 75.
You have quoted a few risks and most of them are applicable to every share you can invest in so are accepted by all of us.
You mention a specific one of and also further slow down revenues from the animal health business.
Now can you please quantify that or provide some evidence as I can assure you that revenues have not slowed down and as that is the industry where I work I would welcome your expert input

https://www.google.co.uk/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwi_kMmoqLPqAhWKX8AKHXEODyEQFjACegQIBBAB&url=https%3A%2F%2Fwww.who.int%2Fimmunization%2Fresearch%2Fmeetings_workshops%2F6_Karron_RSVmAb_PDVAC_2019.pdf%3Fua%3D1&usg=AOvVaw1EuHk7wLtv-r7G1q-8ZPKs

If you want to look at this space to see which other big pharma players are here just look at list Pfizer,GSK,Sanofi,J and J etc all in a race and just think how much demand there will be for a human challenge study that can give you that edge.

Contacts/Locations
Study Officials: Medical Director
Study Director
Merck Sharp & Dohme Corp.
Locations: United Kingdom
HVIVO Services Ltd ( Site 0001)
London, United Kingdom, E1 2AX

When I say nailed on.
Scroll down to bottom to find ORPH link

Found by Eskers,

If you look at RNS dated 4th May abound unnamed US Bio tech Company.

Well great news it look nailed on it is Merck.

https://www.google.co.uk/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwjc-ffxq7PqAhVFolwKHVAjAh4QFjAAegQIAxAB&url=https%3A%2F%2Fclinicaltrials.gov%2Fct2%2Fshow%2FNCT04086472&usg=AOvVaw1_AuYv-cGXSbGAJBdL-CvT

Morning All,
Excellent summary Bramley and as CI says all we need are actual figures from the Company to confirm the financial KPIs.
Personally I am happy to wait as the latest info will be very revealing in this fast changing environment however I do expect news soon.
Great consolidation and platform being built so all we need now are some nice numbers to really push this on

Morning RR great to hear.
We need you at your super optimistic best

As you say Bermuda you are totally correct that investors have been reasonably patient and although they may not understand the intricacies or minutiae of all the cutting edge science they certainly do understand the constant delays,the failure to generate the data and external validation that the BoD itself have prioritised and the failure to monetise the assets,update SH on a regular basis and I could go on.

Many SH have been here over 5 years and have only observed a declining SP apart from the odd reverse on decent news.

There is only one person who does not understand why investors are not buying shares here but it really is quite simple if real progress is made and communicated by the BoD people will buy shares and the SP ( dilution excepted) will go up.

If there is no news then people will sell as the SP goes down.

If you have an open mind then these are fairly simple concepts to understand it is only if you have a closed mind that you struggle to understand the facts

May be nothing but first tweet in 2 years.Is he planning a comeback?

President of @EBRD @ebrdsuma is leaving the office today, after two highly successful terms.
As former PM of Georgia, who had an honour to lead important reform efforts jointly with EBRD, I thank Sir Suma for his transformative leadership and support to Georgia's development.

£83k trade from yesterday at 11.9

Hi Cottonor,
Yes strange.I bought some more at 11.8 but expected to pay more but did not look at sell price.

Georgia FM

https://1tv.ge/en/news/davit-zalkaliani-thanked-mike-pompeo-for-supporting-democracy-in-georgia/

All the best mate you know you are amongst friends here

https://www.google.co.uk/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwj4xJGZ-q3qAhUdURUIHWG_Cn4QFjAKegQIBxAB&url=https%3A%2F%2Fwww.interpressnews.ge%2Fen%2Farticle%2F108202-mike-pompeo-we-applaud-this-weeks-constitutional-reform-in-the-republic-of-georgia%2F&usg=AOvVaw3BN3tddLf72oQcRizVwKaI

Also US Embassy has release a very short video of Pompeo talking about Georgia constitutional situation and of wider economic investment in Uzbekistan/ Kazakhstan etc

Once again Inanaco I agree with you.
I learned a lesson when SCLP started to fall after one of the AGMs and I dithered by not selling any but thankfully did not buy more.
A lesson I have retained is not to buy in a down trend as it is easy to “ average down” thinking well I have paid a lot higher so it must be a bigger bargain now in the belief is it “all about the number of golden tickets you hold that matters”.
That may prove a sound or lucky choice but each to their own and certainly happy with the majority of my recent decisions.

Yep we all make our own decisions and very happy with mine to sell a lot between 7-9p and invest elsewhere.
Really does not matter what I paid for them as some I bought at 5p and others I would have paid probably 10-12p.The point is if I had not sold them then I would be an extra £11k down on my original position instead of being considerably up.
But we are all happy so that is good.SCLP may drop an RNS tomorrow and I may wish to have been more patient Or equally they may drop one that seeks to raise even lower than today so that will make my decision a better one.
We simply don’t know and that is the fun of the AIM market.
ATB