Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Ndn even if the precision and by association TMAC did not get over the line due to issues with Fap, then there is always the potential of Affimers and the freedom to operate without treading on an antibodies IP.
Think Keytruda roughly $15billion 2020 sales.
10 billion is in the realms of possibility consider the existing LG Chem deal could be worth a billion to Avacta.
Avacta Group could earn anything from $1/2bn to $1bn from an extended partnership with LG Chem Life Science, the Massachusetts-based subsidiary of the South Korean LG Group.
The windfall stems from additional drug development programmes utilising Avacta’s Affimer® XT technology.
https://www.businessweekly.co.uk/news/biomedtech/thanks-billion-lg-chem-broadens-deal-avacta
Dan just as you are entitled to spout off here, equally anyone else is entitled to recommend it as a Strong buy and imo it is, which is why i bought another 20k the other day.
Im down a paper profit of several hundred k but im not on here yapping every day like some, its my choice my decision to buy or sell, obviously I would loved to have sold out at 280p, I would have put the lot back in by now though.
I cant guarantee what will happen to the SP here short medium or long term, but I am able and prepared to play the long game for what I believe will be fair chance of immense gains.
Why?
Look at portage and their sp with recent placing for $23 million near half the stock value wiped out and I reckon there will be more funding to come... No fear here as we are selling likely best in class diagnostic products with a lot more likely best in class diagnostic products down the line and all will be used to fund our
potentially huge therapeutics pipeline.
Look at Fate therapeutics in the last 5 years their mcap went from what 150 odd million dollars to 7 odd billion, granted they have done well and have several very promising candidates in phase 1 trials, what is their income? 11 million dollars and operating at a loss.
If AVA6000 is successful then we will be in a different league, fully funded and with a pipeline of affimer, precision and TMAC therapeutics that none of us can even imagine yet.
Good luck to all from a future very LTH
Also posted yesterday, thanks to the OP our affimer powered Bams now for sale on adeptrix.
I think there could be a lot more affi bams tests in the future.
https://www.adeptrix.com/store#!/SARS-CoV-2-S1-Glycoprotein/p/234586062
I think the frozen sample problems may be more of an issue with the spike protein itself not the affimer.
Pl linked this Lionex S1 spike ag test a while ago.
https://lionex.de/wp-content/uploads/2021/01/COVID-19-Ag-Schnelltest_Gebrauchsanweisung-rev.-6.0_Booklet-EN_DE.pdf
From the IFU
General Notes
• The test works best with fresh samples. Swabs specimens should be tested as soon as possible after collection. Use freshly collected specimens for best test performance.
• Avoid freezing and thawing specimens.
Fropm odx bb, decent results.
Our #Covid19 #antigentest has been independently verified in Germany by
@FINDdx
, demonstrating best in class performance with 100% specificity and 96.4% sensitivity (Cycle threshold <25) compared with laboratory #PCR. Read more: https://bit.ly/3nEeoi2
Good post PL Im of similar thinking, since the excellent CV this for me has become seriously derisked, I will now just sit on my hands and wait for the company making news flows, there will be a lot more to come.
Interesting from your link that Lionex AG test is also Spike protein and has similar performance to our own but critically its not AN. Also their IFU states best used with fresh not frozen samples, sounds familiar.
https://www.**********.co.uk/articles/avacta-fy20-results-point-the-way-to-a-valuation-inflection-in-fy21-4913936
*** **********