Member Info for jdt1990

He got lost on his way to the NCYT board. That's the "we" of someone who isn't invested

This is what Facui had to say about it Uggy:

"It’s able to bind to the receptors on cells better, and therefore is transmitted better," Dr. Anthony Fauci, the nation's leading infectious disease expert, said at the end of December.

Haha ready by Easter - not if it has to go anywhere near CONDOR - Easter 2064 at the pace those lot are going. Baffling why BAMS has been so slow.....its been with the since June/July and on sale for research use since Sept!

Not saying they Innova do or should care PL - a lot of people are happy with the bumper winfall Covid has offered (including the PPE guys from their sheds etc) and can move on and change course.
My only point was that a lot of AVCTs future potential revolves around IP that is not Covid specific so if we had gone down the route of an average test and been slated for it, the knock on effects are a lot greater for AVCT. Like you say Innova will just rinse this as long as they can and run off into the sunset, job done.

MB I don't disagree Covid has added a significant amount to the mkt cap of this company and allowed an equity raise that wouldn't have been possible prior. The valuation is blurred anyway as Covid stocks are currently littered with herd money looking for a quick buck so the flow is volatile as people chase returns all over the shop.

" If Covid fails, you can't possibly think it will hold it's value based on the rest of the business. Even if it was worth it, people are here for the covid test. You can't just say another business was bought for x billion so this will be bought for that too."
My point was simply that if Covid fails yes the SP would drop as the Covid investor herd flee but not back to pre-Covid levels because of:
a) the placing which brought II money who will have done their due diligence and provided stickier money that wasn't here previously.
b) the attention Covid has brought to the Affimer platform. This is they key part of my argument here too. If Covid disappeared in a week and we sold no tests, the Affimer IP is in much better shape than if we had hurried out a shoddy test like Innova's. Hence I am more concerned about IF something comes out - how good it is to protect the future credibility of IP that is being shown to have multiple non COvid applications (Astrea RNS) .

I didn't say we would be bought out for x billions, that was to simply illustrate to the doom mongers who say "how can your mkt cap be x when you haven't sold a test" that the value of a pharma business simply isn't a multiple of revenue....it is a lot more subjective.

"This covid test was a huge opportunity to make a bold statement about Affimers. If they follow through it will be great for shareholders, but if they don't its a problem. Its a huge opportunity for external validation of the product, and it would speak volumes for their ability as a business if it fails, and any trust the market can have in the company."
Covid IS STILL a huge opportunity to make a statement about Affimers, but with the right product at the right quality.

Not really sure why I am responding but some comments:

"You like many others on here are frustrated by all the delays and you have allowed yourselves to believe the delays are positive with regard to the CV portfolio"
Wrong - I invested in this business many years ago, backing what it stands for in trying to fight cancer, a horrendous disease that ruins lives year in year out. There was risk there and I am happy to hold that risk. I am actually glad there are delays and AS isn't rushing to try capitalise on what a finite opportunity (that could last 2 weeks / 2 months/ 2 years nobody knows) by rushing out a bang avergae test. As I said before, Innova will have made a few quid but that is them now done reputationally....what is frustrating is the whining about "where is the test" and "where is my 500% SP gain".
I value this company personally excluding any Covid revenues as they could never materialise. But before you say "what have AVCT sold", just look at Gilead who bought Kite Pharma for $11Bn for their CAR-T platform, Kite were loss making, debt riddled and pre revenue. That is the potential risk reward I am here for.

"the delays may well be for good reasons, but inevitably, how a BOD communicates with its shareholders is nowadays as important as producing a profit or a loss..."
Let's see what comes out further down the line as to why the delays. AS has been naive at times in his timelines yes, but AVCT had the Affimers ready months ago, third parties have been the issue it would seem. Also, appeasing impatient PI's doesn't bring in revenue for the business so would dispute the last bit.

"The world is changing fast and I believe Oncology is a big long term winner for the companies that can deliver on their research, albeit it is as competitive as CV....Big Al I will state again, has a big task and re establishing his credibility, and you or no one else will convince me otherwise."
The world does change fast and luckily AVCT now have £40m in the bank to help progress lines of business simultaneously that otherwise would have been shelved.
Luckily you aren't the only person on this planet and for every one of you, there will be one of me who thinks he has actually retained credibility and acted in the best interest of LTHs in this company. I would also argue that II's that took part in the placing and Daewoong/LGChem who extended partnerships last year as well as Astrea and Adeptrix don't seem to follow your view.

Lets just get something straight LP and MB - AVCT shouldn't even be under the COvid stock umbrella, it is priced as one because the herd arrived back in March/April and a lot of buying/selling has been on sentiment around LFT's.
Now I agree the placing wouldn't have been possible without Covid - but I feel that was a great piece of business...
Let's say Covid magically disappeared overnight and no testing was required, you harp on as if AVCT would just fold and disappear. Which is simply untrue, people who don't understand the business spin it that way:
1. Therapeutics continues to progress (See AVA600 RNS)
2. Additional licensing agreements for Affimers (See Astrea RNS)
3. Extended/expanded agreements with major pharmas
The business continues to move around Covid as this is unpredictable. LFT's are not AVCT it is the Affimers which are being proved time and time again to have expanding applications.
Why would AS put Avcats IP to a poor quality LFT for short term income that, if we were doing what Innova are doing now would have killed any future credibility of the platform. Yes Innova are making a few quid but this is 100% at the expense of their reputation!
AS is not putting all his eggs in the COvid basket - he can't its too risky. If this comes off on the COvid front, great, but this cnt be at the expense of all the other avenues that are open to this business.
There are a lot of shots on goal here - all may not come off but it is simply not worth risking the reputation of an IP platform that has been years in the making to produce short term reveues. This is what many investors don't see here, the long game!
And as for the house rubbbish - do me a favour. AS sold 1/3 of his 750k holding, so what. The man has close to 6m options, all linked ot SP, revenue and commercial milestone targets. My bet is that AS wants those exercising and to be well in the money......just like us shareholders so he is well aligned with us. Not taking anyone for a ride.

LP - Despite you being an utter moron and I disagree with every single thing you wrote in that post and subsequent posts, contrarian views are fine on this bb if they are genuine views with some substance. Not petty antagonistic "my investments better than your investment rubbish". But just to engage in that healthy contrarian debate you seek, pop quiz for you....I quote:
"my view is BIg Al has failed at every hurdle to date and has been unable to get validation of any of his tests because quite simply none of the tests have met the strict criteria set before it"
So can you explain to me why BAMS, if such a failure, is on sale via Adpetrix for research purposes? Is that the product or the people validating it.....i'll give you a clue.....its the latter.

Wonder if there is any life in the old dog yet MCPP after the ar*e fell out of that plan and went very silent!?

Magulfi inauguration - https://www.thecitizen.co.tz/tanzania/oped/-it-s-a-new-dawn-for-investors-in-tanzania-3246668

“ I want to thank all foreign and domestic investors for working so hard throughout these past years to support our economy. We wouldn’t be where we are today without your contributions. Second, as part of my new year’s message to investors, I want to reiterate the commitment of the Government of Tanzania to improving the business and investment climate for attracting, retaining and sustaining foreign and domestic investments. We would like to see that all investments (big and small; domestic and foreign) succeed in Tanzania and become competitive domestically, regionally and globally.”

Absolutely AgentB - Also, its more than likely going to take a lot longer than they anticipate to get this vaccine rolled out. To do it there is talk of going against manufacturers dosing advice and delaying second dosing to "meet targets". If that becomes the case, how on earth can they continue to claim the effectiveness numbers they boasted about when the reality is not what was done in trials...shambles
In reality there will be a lot less people with either any or all of the advised vaccine dosing, dangerous game which will need testing along side it

"Well no it says development project. Nothing to do with manufacturing."

Come on now - any test produced in scale will have to be consistent. Easy to do when manufacturing in one spot.....when you have multiple, its going to need some development work isn't it to ensure there is no variation in the product being made from one manufacturer to another

This just shows how poor the media coverage of the vaccine has been to the general public with it being sold as a "silver bullet" and "the way out". For a newspaper to be reporting an outbreak of Covid in a partially vaccinated care home - no S*it sherlock, the vaccine doesn't give you immunity or stop you carrying the virus, it simply aims to reduce the severity of it's symptoms. So if none of these elderly people die then then it is likely doing what it is supposed to be doing.
However, it should not be portrayed in any way shape or form as a way to stop people being infectious!

Foolishnewbie - It could suggest current manufacturers we have agreements with cannot produce the volume required so we need more on board to produce more tests.

Speaking of denial......Piers Morgan on GMB this morning with some ex Miss England who is working on the Oxford vaccine team. Literally said, "this vaccine being rolled out is fantastic news, but it has to happen quickly as its the only silver bullet we have to fight Covid"
Just cannot believe how the vaccine is still being portrayed as the only way out here.....

Flip that on its head MB and the test (well actually it could be TESTS - plural) are of the quality where BBI and Cytiva can't produce what is required, hence the need to draft in ODX.
We also know that TT was the sticking point for Saliva with Cytiva but not for the anterior nasal swab with BBI. So it would be likely a similar situation with ODX, some development but minimal or no TT as swab has been the go to device, it just happens that everything out there at the moment it carp.
Too many coincidences here MB to suggest the negative side you portray...if feel its the opposite.

Agreed RR gotta feel for the poor lad there. It was down in quick time - wouldn’t fancy a call from the boss at 11pm to update my LinkedIn. Someone’s definitely all over this....and it has to be for a reason

Me too! MB was adamant it would never happen...

This govt seem to think we live in the 60s where everyone gets their news from the TV/papers where they can control the narrative. We now live in an age where information can be found and shared in seconds. This bb being a prime example bar the trolling carp!
I feel the door is closing on this govt to start to tell people the truth before someone else does it for them. Whether we find out or not why it has taken Avctas products so long to get to market who knows but aside from the financial gain, it’s very clear quality testing is going to be required (and quickly) to save livelihoods, sanity and lives.

And come on CONDOR get BAMS validated

Best not to bite and push all the good stuff down the list. We expected trolls to be back and here we are. A lot of good stuff coming here and hopefully the great chat can continue!