Member Info for LiveLongnProsper

@Neutronic, taking the question at 'face value', because the answer is, I think, interestingly yet to be determined precisely ...
From the Avacta website …
Current significant shareholders are as follows:
Baillie Gifford & Co Limited – 4.59%
Premier Miton Group – 3.81%
Conifer Management, LLC – 3.32% (the folks that bought in at 120p)
Conifer Management LLC are noted as the ‘person subject to the notification obligation’ (item 3. On the TR-1 RNS of 10/06/20).
Conifer Management LLC run their own fund managed by Greg Alexander, who is a non-voting member of the Sequoia Fund investment committee.
Conifer Management LLC are advisers to the Sequoia Fund – managed by Ruane, Cunniff & Goldfarb LLC.
Conifer Management LLC AUM (Assets Under Management) …
https://aum13f.com/firm/conifer-management-llc
(Press View All for full list)
No sign of Avacta. So where are we …?
The AUM list is not up-to-date?
We are held in one of the ‘Private Funds’ managed by Conifer? Can’t see the AUM.
We are indeed held in the Sequoia fund and Conifer (Greg) are noted in the TR1 as advisors to Ruane, Cunniff & Goldfarb? But Avacta does not show in Sequoia AUM.
https://aum13f.com/firm/ruane-cunniff-goldfarb-lp
Can someone show me where Avacta figure in AUM in any of the funds under the Sequoia / Conifer 'umbrella'?
GLA

Not necessarily a sell, 'Trade Flag' was 'BENC' ...
"Transactions executed in reference to a price that is calculated over multiple time instances according to a given benchmark, such as volume-weighted average price or time-weighted average price".
So difficult to tell if buy or sell - why sell just as things are getting interesting?
GLA

@leewill39, that is the really key point, i.e. licence global manufacturing.
When we get our approvals and some UK business, and assuming we have retained the LFT (device) IP, then the world is our target market.
GLA

@Okehurst1, interesting thread.
We do Affimers. Affimers are great. Affimers have huge potential. Just wait until we get them into the human body. In the meantime, Sir Al, just get on with delivering some tests.
David Wilson (noted by @Yorkshirepragma), we need to collaborate. We do. Tick.
We need help to develop working tests – Cytiva, BBI, Adeptrix (and Bruker). Tick.
We need high specification tests – see ELISA, BAMS announcements, and ~300pg/ml for LFT. Tick
We need manufacturing – BBI, ABDX, ODX (?), coming in Asia (?). Tick.
We need things testing and approving – LSTM, Porton Down, CONDOR, etc. Tick for LSTM, Govt. hmmm???
Govt. wants a ‘sovereign’ test, maybe an NHS ‘branded’ test? Would expect they want the best? Or maybe they just want the cheapest? Risk here.
We need a market – yep, looks like there will be a need for some time. @PL75, yes global opportunity – let’s sell to ‘Chi-nah’. Tick.
We must be ‘nearly there’.
GLA

@Monkshood, thanks for the additional detail, very helpful. Cheers
GLA

When we are talking about 300 or 400 pg/ml, what are we measuring? i.e. the weight of whole virions (virus particles) per ml, or the weight of the structure detected by a particular test? Surely the former? Avacta Affimers target the external Spike glycoprotein (S) while the other test targets the internal Nucleoprotein (N).
So aren’t we really eating the same ‘sausages’? Just that our taste buds are more sensitive?
GLA

Low volume day, but a couple of decent buys just posted (think spread was 125/130 at the time)?
2021-01-12T10:42:32.620 GBX 128.5 115000 147775 Off-Book AIMX LRGS
2021-01-12T10:42:11.860 GBX 127.5 115000 146625 Off-Book AIMX LRGS
GLA

This is a very interesting thread, POINT tech seems to be both complimentary to and a competitor of Avacta.
https://www.pointbiopharma.com/
Video is a very simple summary of therapy approach – scan (for cancer), inject (the ‘product’), target the tumour and drop load, zap cancer cells with Beta, result – all good!
Does this sound familiar (at least conceptually)? Think AVA6000 FAP-Activated Pro Doxorubicin mechanism?
Not much on can-SEEK science, seems like this is the key and still in in development?
https://www.pointbiopharma.com/science/canseek
Whereas Radioligands seem to be well established.
Now, what if Affimer-based tech was better at the targeting job than can-SEEK ???
GLA

@Monkshood, interesting, AGL (Parsotix) also on my research list, cheers.
(Apologies for O/T).
Cmon Al, now's the time.
GLA

@Monkshood, thanks, had got that!
In all seriousness I think there is a great opportunity to use Affimers to bind to the anti-apoptotic proteins (such as MCL) that are involved in cancers. Find the cancer precursor biomarkers – stop the cancer developing, find the cancers – treat with pre|CISION .
GLA

Affimers doing the real hard stuff, where no Mab dares to go …
https://pubmed.ncbi.nlm.nih.gov/32961017/
“The BCL-2 family is a challenging group of proteins to target selectively due to sequence and structural homologies across the family.” “Co-crystal structures reveal an unprecedented mode of molecular recognition …”.
Why is this important …
https://www.nature.com/articles/cdd2017186
“The BCL-2 family of proteins controls cell death …”.
Could Affimers be the cure for death? Might be worth a small increase in sp, haha.
GLA

Another Affimer research PhD …
https://phd.leeds.ac.uk/project/901-affimer-mediated-targeting-of-the-interleukin-11-signalling-axis-in-cardiac-fibroblasts
Affimers to ‘interfere with IL-11 signalling in cardiac fibroblasts in vitro as a prelude to pre-clinical studies’. Only 12 days left to apply.
(Apologies if already posted)
GLA

Decent buys just posted, someone just spent £150k …
Jan 8, 2021 13:26:48 139.44p 28,681 £39,992.79
Jan 8, 2021 13:26:32 138.00p 21,734 £29,992.92
Jan 8, 2021 13:26:15 138.00p 28,980 £39,992.40
Jan 8, 2021 13:25:58 138.00p 28,980 £39,992.40
GLA

Test provider list as at 07/01/21, wonder which tests they’re using (know which they need!) …?
https://www.gov.uk/government/publications/list-of-private-providers-of-coronavirus-testing/list-of-private-providers-of-coronavirus-testing
Standards for ‘self-declared’ private Covid-19 testing provider …
https://www.gov.uk/guidance/self-declare-as-a-private-sector-covid-19-testing-provider
So, just need Sir Al to get the Avacta tests (LFT and BAMS) approved, CE marked, etc., then BBI make a few, I will place an order, self-certify and setup a testing stall in a popular overseas airport – of course having tested myself first to leave. Should be easy money?
GLA

Grant Chaps on BBC R4 ~08:10 about tests for travel to UK. Test 72 hours before departure. Worried about South African variant re virus efficacy. New specification introduced covering S&S, test can be PCR, LAMP or LFT – but must be right specification. Do we have the 'right stuff'?
GLA

Probably rubbish, so apologies in advance, but did anyone see the 999 trades @ 132.02? Now, allegedly, from very unreliable sources, 999 trades are meant to indicate a ‘false wall’. i.e. when someone places a large sell order above the ask, that they don’t want filling, but do want to trigger selling. Anyone with L2 see anything interesting?
GLA

https://blogs.bmj.com/bmj/2021/01/04/peter-doshi-pfizer-and-modernas-95-effective-vaccines-we-need-more-details-and-the-raw-data/
Courtesy @SimonHa56798569 from Twitter.
Serious doubts cast over (particularly) Pfizer vaccine ‘headline’ efficacy numbers? Needs a careful read. Bit worrying though.
GLA

@Monkshood, great find. Why are our 'notable' medics and top bio experts not making similar and concerted requests?
Once Biden's actually in maybe US politicians will latch onto this, then that would be interesting. And if they really want to 'jump-start' the process we know where there is a 'ready to roll' (nearly) capability. Would cost a bit more than $1bn though, but shouldn't be too much of a problem?
GLA

Midpoint of spread 122/127, UT at 122 determines closing price.
GLA

Losing count - do all the MM's have to do 'one'. Haha
Summat coming.
GLA