Member Info for LongBull

Did I read that right? TAM was assumed a lot higher correct? What am I missing?

Thx

Interesting. Indeed this does make you think about the multiple disclaimers re:professional use in the various RNS'.

Now I'm invested but from the Netherlands. Would professional use then only mean 'professional distribution'? Not in the loop on how everybody in the UK is currently receiving their tests. Would love to learn more

GLA

Plenty of potential in this area for obvious reasons. But linking each and every LFT comment to timing of Avacta's CV results is not something we should place our bets on.

Direct quote from your article:
“[take] the lateral flow tests, potentially, that they already have access to from home.”

Clearly not us as our test is for professional use only. Whatever he is referring to is not our test - and that's fine

Let's stay critical

GLA

What's L2 looking like?

The tone of this note really is encouraging

'With demand for LFTs expected to remain high across Europe, we look forward to news of first orders in the coming months.'

Plus 1

GLA

Awesome news re: CV. Gold standard test. Plenty to be absolutely over the moon about before the investor preso on the 22nd.

Critical note though - not too delighted that we don't have CE marking yet and that we'll not get this until early May. What do you guys think about this? How much will this affect the general pov of retail and other investors on Avacta and SP?

GLA and congrats on CV

What's L2 looking like?

.. slight heart attack when they saw that red RNS dot?

Well I am excited about his 'selective' liking behaviour. Bumping up all the relevant Avacta news articles re: AffiDX

- Distribution Agreement with ABCAM
- Results of Initial Evaluation
- Mologic Partnership

I'm reading way too much into this but regardless, all lights are on green

GLA

Ok I'll bite - how do you conclude that 'it's all falling into place' based on your outdated copy paste?

Great post - adding to this thread: What do we think about one of his taglines in his bio?

- 'Implementation of processes and manufacturing documents to conform with an ISO 13485:2016 QMS'

How relevant is this re: the news we're waiting for? What to deduce from this?

And adding a critical note for discussion. What do we think about a scientist pivoting towards a supply chain manager? With all due respect it is a different cup of tea and considering the logistical challenges that lie in front of us a supply chain functional expert would be required to navigate through this

GLA

Guess we're looking out for a 2 in stead of a 1 today..

Adding the $ would have saved me some time at least..

Ha thank Energyshares, I'm going to steal this post and copy paste in my group chat

I'm that annoying guy there that can't shut up about the Avacta opportunity. Time in the market > timing the market

GLA

Nice reflection Sisu - and please do grab the Lewak and enjoy the ride. Never mind how it's made it's probably one of the most thrilling heart rate rising coffee's I've ever had.

Not that this ride needs more - it's great nonetheless!

Thanks for sharing StarBright. I've been reading up on Genmark Diagnostics and yes you're correct they are in the same industry, I'm not confident I would compare the two companies

I see what you did there..

@Hurst indeed was about to point out the top target price of 765, which somewhere and somehow does not get mentioned anymore?

Regarding the fact if that may or may not be undervaluing Avacta given the demand in the market (UK & abroad) - how do you think we're able to reach those volumes of production? Is that even feasible/realistic given what we know of our partners and their capacity? Can anybody shed a light on how much we would be able to produce (regardless of demand) to do some calculations including an assumed margin?

Thanks

GLA

Thanks PL - much appreciated

@mowzerrocks and @PL - starting production lines, or at least mentioning contracts signed in Europe would be included in our TU by end of Feb I assume?

Hi guys - as we continue to firmly hold on to this rollercoaster, can somebody please remind me of the planned updates and their content that could serve as a catalyst?

- BoJo press conf. today
- TU end of Feb (incl. order nrs?)
- S&S results in the field end of Feb?

Thanks in advance for confirming and/or iterating on the above - will definitely help myself and hopefully others as well

Thanks and GLA