Member Info for LiveLongnProsper

I'm assuming we're not into CO2 reduction or expecting a consolidation? Just checking.
GLA

@PL75
I’m guessing this is about SNG (Synairgen)? Was there when the ‘crew’ orchestrated it down to mid-30’s, was slightly disconcerting, but hit ~240p on trial results.
After the re-rate SNG is currently at ~£250m mcap, we are currently ~£600m before the re-rate, but with a much much much larger range of products in the pipeline (SNG only really IFN).
Question is really what is realistic mcap for AVCT with the fantastic pipeline of diagnostic and therapeutic products, the licensing deals, partnerships, etc., etc. after we launch the LFT?
Orders for the Covid19 LFT will fund the pipeline development, expansion, maybe little acquisitions, for some time. This should stimulate some serious interest from ‘big pharma’.
So what’s the sensible target mcap – which we could hit very quickly, very soon?
For me £2bn (~800p) would be a good target, more with a Nasdaq listing.
GLA
(ps - sorry, meant 'red pill' of course in last post!)

@PL, haha, yep, I'm really a 'blue pill' kinda guy as well.
GLA

Likewise, nice little top up. 'Crikes', why are we all talking like (the seemingly departed) RK? Therapy time, need to achieve calm before ... well you know.
GLA

111 trade the new '1 trade', or just someone with £250? Haha.
GLA

It is indeed a super position to be in for all LTH’s.
GLA

Haha, cat is still in the box, just wondered if you might be 'entangled'!
GLA

@Yorkshire, 'vibes' and 'whispers' eh? Instinct, or do you have a source? Not a criticism, just curious.
GLA

How about an order filled over 2 days, with VWAP price reported on completion after close?
Prob not spreader as not XOFF and not at UT.
As is Myles on Twit, feeling quite 'gruntled'!
Must be there soon then?
FLA

Apologies if duplicate post!
GLA

Well someone took the opportunity to buy. Just a sample of £50k buys (just above midpoint at the trade time) ...
2021-03-25T08:47:09.037 GBX 251.05 19920 50009.16 Off-Book AIMX LRGS
2021-03-25T08:48:57.693 GBX 250.35 19975 50007.4125 Off-Book AIMX LRGS
2021-03-25T08:49:42.297 GBX 250.25 19983 50007.4575 Off-Book AIMX LRGS
2021-03-25T08:53:44.947 GBX 250.7 19947 50007.129 Off-Book AIMX LRGS
2021-03-25T08:53:46.070 GBX 250.7 19947 50007.129 Off-Book AIMX LRGS
2021-03-25T08:53:59.643 GBX 250.65 19951 50007.1815 Off-Book AIMX LRGS
2021-03-25T08:54:15.200 GBX 250.65 19951 50007.1815 Off-Book AIMX LRGS
2021-03-25T08:54:30.897 GBX 251 19924 50009.24 Off-Book AIMX LRGS
2021-03-25T08:55:53.373 GBX 251.665 19871 50008.35215 Off-Book AIMX LRGS
2021-03-25T08:56:21.107 GBX 251.25 19904 50008.8 Off-Book AIMX LRGS
2021-03-25T08:58:45.837 GBX 251.35 19896 50008.596 Off-Book AIMX LRGS
2021-03-25T08:59:03.423 GBX 252 19845 50009.4 Off-Book AIMX LRGS
2021-03-25T09:00:54.797 GBX 251.1 19916 50009.076 Off-Book AIMX LRGS
2021-03-25T09:01:12.903 GBX 251.1 19916 50009.076 Off-Book AIMX LRGS
GLA

@Junior2020, you're correct, it was "mammoth" (not 'massive', apologies for mis-quote Mr H). But he defo said " ... and capacity ...". I think 'mammoth' is probably a lot bigger than 'massive' in 'politician speak', so all good!
GLA

Matt H just now in parliament talking about lifting Covid19 restrictions, step 4 beginning earliest June 21st to be - “bolstered by a massive testing effort and capacity …”.
We’re going to need millions of tests per week then.
Cmon Sir Al – ISO, CE mark, CV, let’s get those manufacturing partners (‘chomping at the bit’ right now) making LFT’s and building stock. ABDX, ODX, Mologic/GAD friends – LFT machines oiled and running, ready to make the world’s best test with our Affimers.
GLA

Sir Al very good at science, very good at building a company, average (opinions differ) at choice of jumpers, arguably may need some help with ‘dates’ – particularly when under severe pressure from the likes of Justin and Paul.
I think it just might be the latter point that is giving the ‘market’ some jitters, or maybe just an opportunity for some to collect cheap shares at the expensive of the nervous?
BAMS assay results were due 2-3 weeks from Feb 24th, i.e. mid-March.
Waiting for BAMS commercial partner.
Mologic CE Mark by mid-March, followed by our CE mark – looking a bit tight.
ISO accreditation by end of March.
LFT full CV by end Q1.
Manufacturing partners to be confirmed.
Tender and LFT sales.
Soon be the end of March / Q1.
Looking forward to game-changing news in the next 5 working days (1st April acceptable!).
GLA

https://www.bbc.co.uk/sounds/play/m000tdyb
@~7:15 in.
Greg Clark (Secretary of State for Business, Energy and Industrial Strategy) on BBC R4 Week in Westminster. Talking about ‘lessons learned’ in dealing with Covid19 so far, says (something like) … ‘initially we were slow, very slow, to develop the testing capacity …’, … ‘one of the things that I think is now apparent is that we need to build in the ability to expand … explosively areas like testing … in the months ahead …’.
So, looks like government have testing uppermost (well, after vaccines of course) in their ‘mind’. Perhaps they are starting to learn the lesson about preparedness for what might come next?
GLA

08/04/2020 RNS re Avacta and Cytiva collaboration on Covid19 rapid test
https://www.lse.co.uk/rns/AVCT/avacta-cytiva-collaborate-on-covid-19-rapid-test-cwaslu0g6pxjuzx.html
Today on V0x (~29:30) speaking about the LFT Sir Al says “if you just think about what we will deliver shortly, from start to finish in 12 months or just under 12 months … a diagnostic test …”.
Now, to me, ‘just under 12 months’ from last April is, errrh, ‘probably’ quite soon? (OK, let’s call it a ‘maybe’ then, haha).
And, having watched this now for the second time, my speculation about pre|CISION™ being a replacement for POINT ‘CanSEEK’ tech is reinforced. Discussing this Sir Al says “I have to be careful what I say”, “it allows POINT to develop drugs in a similar way that we’re developing chemotherapies …”), i.e. the radiopharmaceuticals are released in the tumour.
Also, great explanation of TMAC – the overall ‘concept’ is patented.
As already noted, Moderna collaboration – mRNA delivering a gene to enable the body to make Affimers. (Just to correct my first post, should of course been ‘IND filing’).
GLA

Re Moderna @ ~46:30 …
A explaining how Moderna’s mRNA tech can be used - “mRNA can also be used as a way to deliver the gene for a therapeutic protein such as an Affimer …”.
Paul suggests Moderna doing clinical trials with Affimers, Al says ‘I didn’t say that’. Then goes on to explain how mRNA could be used to deliver Affimer gene into the body to make an Affimer (similar to the stem cell approach with AffyXell. Then Al says they (Moderna) have Affimers of interest and may file for IVD, but Al doesn’t have an update? Hmmm.
ADC Therapeutics section also very interesting, significant opportunity to displace use of antibodies.
Ending with clear message regarding current focus on LFT.
Great interview.
GLA

@ENTANGLED, great find.
https://www.globenewswire.com/news-release/2021/03/15/2192554/0/en/Next-generation-Radiopharmaceuticals-Company-POINT-Biopharma-to-list-on-NASDAQ-through-merger-with-Research-Alliance-Corp-I.html
“With the funds raised from this transaction, POINT will be well financed to complete our two Phase 3 trials for radioligands to treat prostate and neuroendocrine cancers, advance our early-stage pipeline …”.
$165m injected, investors “include lead investor RA Capital Management, an affiliate of RACA’s sponsor, as well as Johnson & Johnson Innovation – JJDC, Inc., Surveyor Capital (a Citadel company), Farallon Capital Management, L.L.C., BVF Partners L.P., Boxer Capital, Sphera Healthcare, Woodline Partners LP, Suvretta Capital, Fairmount Funds, and Perceptive Advisors.”
And we know who is now helping these guys.
(I previously speculated that pre|CISION™ might replace POINT ‘CanSEEK’ tech?)
GLA

@doze, try this …
https://www.handbook.fca.org.uk/techstandards/MIFID-MIFIR/2017/reg_del_2017_583_oj/annex02.html?date=2021-01-01
Also, these trades were ‘off-book’, i.e. directly between parties, so no MM’s.
Anyway, the main thing is that there seems to be quite a lot of interest (to say the least!).
GLA

Interesting perhaps? 600,000 mic code SINT trades, looks like all buys.
2021-03-12T12:24:38.000 GBX 250 25000 62500 Off-Book SINT LRGS
2021-03-12T12:24:38.000 GBX 250 25000 62500 Off-Book SINT LRGS
2021-03-12T12:44:10.000 GBX 250.5 25000 62625 Off-Book SINT LRGS
2021-03-12T12:44:10.000 GBX 250.5 25000 62625 Off-Book SINT LRGS
2021-03-12T13:26:51.000 GBX 250 25000 62500 Off-Book SINT LRGS
2021-03-12T13:26:51.000 GBX 250 25000 62500 Off-Book SINT LRGS
2021-03-12T13:43:57.000 GBX 249.5 25000 62375 Off-Book SINT LRGS
2021-03-12T13:43:57.000 GBX 249.5 25000 62375 Off-Book SINT LRGS
2021-03-12T14:25:29.000 GBX 249.5 50000 124750 Off-Book SINT LRGS
2021-03-12T14:25:29.000 GBX 249.5 50000 124750 Off-Book SINT LRGS
2021-03-12T14:47:48.000 GBX 249.5 75000 187125 Off-Book SINT LRGS
2021-03-12T14:47:48.000 GBX 249.5 75000 187125 Off-Book SINT LRGS
2021-03-12T15:52:48.000 GBX 249.5 25000 62375 Off-Book SINT LRGS
2021-03-12T15:52:48.000 GBX 249.5 25000 62375 Off-Book SINT LRGS
2021-03-12T16:06:50.000 GBX 249.5 15000 37425 Off-Book SINT LRGS
2021-03-12T16:06:50.000 GBX 249.5 15000 37425 Off-Book SINT LRGS
2021-03-12T16:26:28.000 GBX 249.5 15000 37425 Off-Book SINT LRGS
2021-03-12T16:26:28.000 GBX 249.5 15000 37425 Off-Book SINT LRGS
2021-03-12T16:28:46.000 GBX 249.5 20000 49900 Off-Book SINT LRGS
2021-03-12T16:28:46.000 GBX 249.5 20000 49900 Off-Book SINT LRGS
Mic code SINT MiFID II definition – “an investment firm which, on an organised, frequent and systematic basis, deals on own account by executing client orders outside a regulated market or an MTF or an OTF without operating a multilateral system".
I read that as an investment firm trading using their own account but on behalf of a client? Please correct as necessary. New position, existing II adding? Conifer seemed to like round numbers.
GLA