Member Info for leewill39

Off we go again....

HL taking everything.

So we have Big Al stating just prior to Xmas “he’s very happy indeed” with the test performance.

Now Omega are coming on board, think it’s safe to say our test is performing very well.

Fincap target price 310p with just ABDX and BBI capacity.

Best get those calculators out boys:)

It’s genuine, Anthony Starkey check him out on LinkedIn.

Boom!!

Just goes to show how important that fund raise was in the summer.

If Avacta had the resources it would have progressed the PD-L1 programme and got the human data. If successful I imagine we would have got a major pharma to licence the neutralising therapy as the affimers were proven in man.

Thankfully Avacta are finally in a position financially to realise its platforms potential.

For the believers, 4th 1 trade today:)

Scotland in full lock down from tonight!

Government very worried about South African strain and its possible capability to escape the vaccines.

We need to flood the system with testing!!!!

Oke, no more data I don’t believe just that they got their CE approval last week.

I remember them saying they had pre-orders for millions of their tests so let’s see if their UK contact manufacturer pushes the button. Can’t see it myself as there are better tests out there now but it’s a interesting dynamic considering Sona’s links to Avacta’s manufacturing partners.

Might be worth keeping an eye on Sona Nanotech and wether they begin manufacture of their test. They are using a UK company, I’m sure I read it was Abingdon Health. Darren Rowles(Sona CSO) spent 14 years at BBI Solutions aswell.

Can’t see the UK government allowing the UK lateral flow manufacturers supplying a Canadian company, they will want that capacity for Avacta.

Energyshares, slightly further down the pecking order, but noticed one of Avacta's marketing staff have moved to Aptamer Group.
https://www.linkedin.com/in/hannah-richardson-65485a22/

I'm sure Mr Tolley and co will be grilling her about Avacta's progress....

Sorry meant to put $4,800,000,000 :)

Energyshares, I’ve always thought that my investment in Avacta will come to an end with a takeover probably within the next 2 years.

I totally agree, Avacta need to keep hitting those milestones and get human data for both platforms ASAP. A Smith has publicly stated he feels the Affimer platform is “best in class” and we know Ablynx was bought for $4,800,000. We also have the precision platform and the diagnostics division, which soon could be generating oodles of cash.

A Smith is no fool and won’t recommend a takeover unless his price is met, which I suspect is a lot higher than the Ablynx takeout price.

As much as I think a takeover would generate the fastest return. The romantic in me also wouldn’t mind seeing Avacta go it alone and fulfill its enormous potential, it really could be one of the greatest AIM success stories of all time. Would also love to see Avacta in the FTSE 100 giving GSK and AZN a run for their money:)

Thanks Energy, yeah I noticed the amount of links Avacta’s directors have to GSK.

GSK share price has gone nowhere for 10 years and they are well and truly in AZN shadow now, even more so with their vaccine failure and AZN success with Oxford. They surely must be on the look out for some existing opportunities and where better than to start than up the road in Cambridge.

Avacta do have a little exposure to AZN through the ADC tie up. Our former Chief Medical Officer Jose Saro moved to AZN in the summer so hopefully he’s telling everyone over there about our amazing affimers:)

I wonder if anybody could be tempted to take an early licence on a TMAC drug, I guess Big Al would be hesitant as he knows the value of it if it comes off.

Thanks Energy it’s nice to discuss the amazing potential Avacta has rather the usual dross we have to put up with.

You make a great point too about the labs running at half speed. Covid has obviously presented Avacta an opportunity to showcase its platform, but it’s also delayed programmes most notably AVA6000, Avacta have done a great job in difficult circumstances.

Separately, If you read the annual report I def got the feeling Avacta we’re expecting to sign further therapeutic licence deals in 2020, mainly off the back off the Precision/TMAC data. I think Covid has delayed some of these deals getting over the line so looking forward to the deal flow in 2021. I’m hoping for a GSK or AZN deal personally.

I think realistically you are looking at 2022 for TMAC phase 1. Avacta will want to de-risk the program by getting human data for the linker(AVA6000) and the affimer platform first. With the fund raise Avacta are in a great position to advance their affimer platform programmes but I think LG could get the data for them first.

Worth looking into this company as well:
https://www.molecularpartners.com/

Its another antibody mimetic platform and interestingly they have some drugs in their pipeline using a FAP delivery system, though I believe they are just releasing IO drugs with it. Lets not forget A Smith has put in on record that he believes with everything he has seen the Affimer approach is "best in class" amongst these mimetic platforms. Molecular Partners also don't have the benefit of a diagnostic division. Current market cap for MP is 450m.

AVA6000 is a potential blockbuster in its own right but let’s not forget the TMAC program.

In animal studies the TMAC has generated 60% Complete Response in a hard to treat cold solid tumour Colorectal Cancer, With an anti cancer immune response generated from the animal AFTER cancer was re injected into the cured animal 70 days later.

If that animal data is confirmed in humans Avacta will be offered north of £50 per share imo. It truly was stunning data and I’m sure has attracted a huge amount of interest already.

https://twitter.com/deeksj/status/1345368532272492545

MHRA exceptional authorisation of Innova for asymptomatic individuals was issued on 22nd Dec.

This is a LIMITED approval, and the details of how and why it is LIMITED are important. It does not cover all current uses of INNOVA by Government

I’m taking Al saying he’s very happy with the performance as a big clue he’s ahead in the race. I’m sure Avacta have had their hands on the Innova and Abbot tests and know their test is performing better than them. I suspect at the the Avacta test had been tested with live samples when Al made that comment. After the issues with the saliva test I can’t imagine he would overplay it without being sure. He’s credibility has suffered due the delays with the saliva test so I’m sure he’s being much more cautious now.