Member Info for LiveLongnProsper

@dornelles, interesting post and quite concerning if Affimers are not ‘the talk’ of ‘top UK biotech’. Koreans are certainly 'on the ball' and no doubt the US also. Where do you think the problem lies?
For info, one of the presentations on the Avacta website compares Affimers with the competition – no contest! Research is always (for me anyway) recommended before investing.
GLA

14:03 182.79 21,879 183.00 186.00
14:01 182.35 21,932 183.00 186.00
14:00 182.35 21,932 183.00 186.00
I think the spread at the time 181/183.
GLA

@ 20:05
Roche Diagnostics, major supply issue to NHS of Covid testing reagents, will last at least 2-3 weeks.

GLA

Is it me or has the original vanished again?
To be honest not really anything ‘regulars’ don’t already know. Just a question of whether or not the post is taken directly from Stifel, verbatim or paraphrased, another source, or thoughts from the original poster?
So, as noted, nothing really new, but to summarise …
Great science.
If US listed (let’s say Nasdaq) would be multi-billion valuation.
Affimers are easier to make, more durable and easier to administer than monoclonal antibodies (coincidentally, see my earlier post re a new paper discussing ‘Affimers vs Antibodies’).
Many new drugs inc. cancer treatment based on antibodies – huge TAM.
Mentions partnerships – Moderna, LG, Daewoong, et al.
Pro-chemo drugs mentioned, multi-billion TAM, etc.
Can work around antibody IP rights.
Use of Affimers in diagnostics far superior to antibodies.
Diagnostic lab test much more sensitive than competitors.
LFT (partnered with Cytiva (Danaher) coming.
Good news about new house broker (haha!), a little impolite about AIM and company kept (haha again!).
Well funded in near term.
Only few good II’s (i.e. top people, haha, yet again!) such as Baillie G., Premier Miton and Conifer.
Target 500p (c'mon Stifel guys, if this really is yours, please do some research, should be much higher!).

The bag no longer contains the cat, let’s see if this stays up.
GLA

New paper on Affimers (apologies if already posted) …
https://www.sciencedirect.com/science/article/pii/S1046592820301182
“For both proteins tested, affimers show higher specificity in purifying their target proteins from human plasma compared to monoclonal antibodies. These results indicate that affimers are promising antibody-replacement tools for protein biomarker assay development.”
Reading through the paper it seems to me that the above summary understates the superiority of Affimers.
And, just to be clear … “All affimer proteins were generated by Avacta Life Sciences (Wetherby, United Kingdom).”
GLA

From Manufacturing Chemist, for the folks that do BioPharma and Pharmaceutical manufacturing, so seems like a good target audience. The word is spreading!
https://www.manufacturingchemist.com/news/article_page/Avacta_launches_SARSCoV2_BAMS_research_test/170220
Also, for the Horiba website. Not sure when this webinar happened, certainly before Covid19, but interesting nevertheless. Gives an insight into how multiple Affimers are generated for a particular purpose, tested and the best ones selected – including ‘blind’ testing by 3rd-parties.
https://www.horiba.com/en_en/applications/health-care/biotechnology/high-throughput-screening-of-affimer-proteins-using-spri-label-free-technology/
Importantly demonstrates that other Mass Spec manufacturers (Horiba in this case) are well aware of Affimers. Horiba are Japanese, mcap 233bn JPY (~£1.7bn), not sure if this developed any further or what the current relationship is?
GLA

Possibly of interest, among many others?
Not sure if today or yesterday and don’t know spread at the time …
09:34 145.00 400,000 0.00 0.00
09:40 145.30 400,000 0.00 0.00
08:10 139.50 107,972 0.00 0.00
11:40 159.10 96,555 0.00 0.00
(Source Morningstar).
GLA

BBC R4 @ 08:52
WHO approved test with ‘on the spot’ results
Handicapped by not knowing where virus
100m tests not enough
Need billions of tests
They’re on strips, easy to do
Results in 15 mins
120m over 6 months won’t go far, need billions
Need to find virus super quick
Etc.
Need Avacta test then …
GLA

@maen, actually even better, as definitely not a mistake then.
I posted earlier that the ODX raise in June was to expand their manufacturing capacity and step manufacture of LFD's - whether they have spare capacity over-and-above their own stuff is a very good question.
GLA

Someone else found this earlier today ...
https://www.yorkshirepost.co.uk/business/consumer/avacta-set-momentous-milestones-it-prepares-launch-covid-19-test-2985152
"The firm is working with two UK manufacturers to make the test, BBI Solutions and Abingdon Health, and is in talks with a third UK manufacturer, Omega Diagnostics."
GLA

Well there was a code 1 @ 12:53, 1 day maybe it will work!
GLA

Regarding the Yorkshire Post article, Omega did indicate in their 22 June raise announcement that some of the proceeds would be used to "scale up manufacturing" and "expand its lateral flow product portfolio". So maybe they will have spare capacity?
GLA

Yes, and Abingdon also have an app (AppDx) ...
https://www.abingdonhealth.com/
Slight aside, Abingdon partner with DCN - compete with Cytiva, not really a manufacturer, but (at least I thought) perhaps interesting? Remember Brendan from famous June webinar (Klaus et al), just a 'thread' I'm following through.
GLA

Should have noted that US gave Abbott test EUA a month ago! C'mon UK govt, get your AvaCTa together!
GLA

Abbott test, note mention of 'Healthcare Professional', and also note the S/S ...
https://www.abbott.com/corpnewsroom/product-and-innovation/upping-the-ante-on-COVID-19-antigen-testing.html
GLA

@Chiron, another great find, I was speculating (probably not alone) about using Affimers to detect cancer biomarkers and, from the link you posted, we have …
“Over-expression and activating mutations in FGFR3 are frequent in non-invasive bladder cancer, highlighting this protein as a potential biomarker for recurrent bladder cancer detection. Affimer reagents isolated against recombinant FGFR3 were assessed for their affinity using double-sandwich ELISA and SPR. Anti-FGFR3-14 and FGFR3-21 Affimer proteins showed strong binding to FGFR3 and were used for fabrication of impedimetric electrochemical biosensors”.
The paper discussed yesterday alluded to the use of Affimers binding to certain anti-apoptotic proteins (eg MCL) involved in cancers.
Find the cancer precursor biomarkers – stop the cancer developing, find the cancers – treat with PreCision .
What a great company we are invested in. Really great.
In the meantime, Covid19 spreading through universities as students go back, Wales going into lockdown, politicians starting to lose the plot, etc. Now is the time get our test out and prevent societal collapse.
GLA
(PS – got to get down to Tesco for some loo rolls, quick!)

Not sure if buy or sell, think we closed @ 154 yesterday and trade timed @ 16:41? Don't have the access to data some have.
Anyway, sp doing OK so far today and healthy volume.
GLA

Another couple of 1's gone through, maybe RNS 'imminent' now, we'll see ...!
GLA

While we were enjoying the SKIN presentation a delayed trade from yesterday of over £1m dropped by (from Morningstar, spread as at today 12 noon ish) ...
16:41 154.94 705,000 161.00 163.00
GLA

Gerry asked us to supply 100m units of Affimers for now!
GLA