A healthy CV for sure. And clearly a fan of ours which bodes well!
I also noticed that Avacta post on LinkedIn. And Astrea’s comment about Affimers complementing their triazine technology. Having researched that, I’m utterly clueless as to how Affimers might be able to do so?
Deeks was on the BBC earlier bemoaning the accuracy of current LFTs again. He was referring to those introduced in November (INNOVA). The aspect he was particularly displeased about was that they don’t pick up asymptotic carriers.
Whatever Al and the Government are concocting it’s going to have a very precise remit and I doubt whether asymptomatic / very low viral detection is the aim here
Couldn’t have put it better myself, ES. Griping on a BB while offering absolutely nothing constructive just paints a picture of a tragic individual. I don’t know whether to feel sorry for, or chastise the whiny pleb.
Nobody cares about your gripes, AW. I can only deduce you are here for the attention, which, on a slow / no news day, you seem to have an unhealthy craving for. The behaviour of a truly odious individual, I’m sorry to say.
I note our partner Cytiva have an interest in Affinity Chromatography. Interesting that we then enter an agreement with another partner in the same field, much closer to home. Could we be seeing a move away from Cytiva? Or perhaps just expansion due to forecast demand? All speculation, of course.
https://www.cytivalifesciences.com/en/us/solutions/protein-research/knowledge-center/protein-purification-methods/affinity-chromatography
You were right, AW!! All along, from the outset - you were right! What would we have done without your insight?!
Now, be a good lad and use some of that insightfulness to deconstruct the latest RNS. There’s lots of interesting stuff in there. Lest we forget we are not just a one-trick-LFD-pony.
Or go to the pub. I recommend the latter :)
What is Affinity Separation / Chromatography?
https://www.google.co.uk/amp/s/www.news-medical.net/amp/life-sciences/Affinity-Chromatography-How-Does-it-Work.aspx
From the RNS:
“Astrea is a leading provider of affinity separation solutions to the pharmaceutical and biomanufacturing industries. It is a division of Gamma Biosciences, the life sciences tools platform created by KKR, to build a leading position in next-generation bioprocessing for advanced therapies.”
What stood out to me was this paragraph:
“Following Astrea's successful evaluation of Affimer reagents for affinity separation, the two companies have entered into a non-exclusive license agreement for the use of the Affimer technology in this field.... .....also provides Astrea with an option to convert the agreement into an exclusive license if certain commercial performance criteria are met over the next three years and subject to the payment of an additional undisclosed option exercise fee.”
What is the undisclosed option exercise fee? What will one of the leading providers of affinity separation solutions be willing to pay for exclusive access to affimers? How does this affect our other agreements? I’m guessing as it mentions “in this field” our other partnerships are unaffected. I’d like to know more about affinity separation but from what I’ve read and moving into the post Covid era, I imagine it is significant.
And finally, the revenue stream going in to the future:
“Avacta will receive royalties on future sales of Astrea's purification products that contain Affimer reagents.”
It’s taking a bit of time to digest bit this RNS did not warrant a drop in the SP IMHO!
“KKR and co-investors have committed to invest $200 million in Gamma. For KKR, the investment is from its Health Care Strategic Growth Fund, which is focused on high-growth companies for which KKR can be a unique partner in helping reach scale.
Matt Gunnison joins Gamma as a founding member, having most recently served as Global Head of Business Development for GE Healthcare, a $19 billion division of GE. In addition, experienced operators from the industry will join the management team in the coming months as the platform expands.
Gamma recently completed the platform’s first acquisition with its purchase of Astrea Bioseparations, a U.K.-based leader in affinity chromatography and process purification that last month announced a strategic supply partnership with Thermo Fisher Scientific to address the growing demand for better solutions in viral purification for gene therapy.“
I think you’re missing the point, AW. I’ve mentioned before that you often make insightful observations. They are, on the whole, overly negative and dour - and nobody likes an odious boor! Which is what you, unfortunately, come across as. I don’t like name calling, especially within the constraints of a public BB - just pointing out what you may not be aware of. Again.
And trust me when I say you likely have no fans here. All the best, pal :)
A new holder this morning on the back of the RNS and current price. I’ve been watching / researching SAE for months and believe in the potential. Looking forward to the journey and further expansion of the tidal projects especially.
GLA