My honest opinion23 May 2020 16:31
First of all to eliminate any conspiracy theorist I would declare my position here, I have no shares on avct, I bought here late at 140 and sold at the same price (penny more penny less).
Now here is the numbers and my analyses:
On test-kit lets take a look at the current market and especially competitors.
There are so many companies out there producing covi19 diagnostics that I have lost count, some of these companies have financial muscles and huge brand potential that dwarf that of avct. It seems governments are incline to chose the big brands when it comes to spending money on testing and moreover, they don't seem to happy to splash the cash on testing in the first place.
The antibody test will be used mainly for front line staff and especially in conjunction with analyses and research on this virus, moreover it is not excluded that it may be available for free on NHS to the wide population, but before going to far with these predictions, there is to consider what is the social consequences of classify and inevitably stigmatising people with no SARS-covi2 from people asymptomatic, pre-symptomatic etc.
For this reason I doubt most government will carry on testing , once scientist have understood how this virus behave.
So assuming that avct test is destined for the retail market only , now how much will it cost and how many will be sold lets say this year?
About pricing a straight forward calculation would be to price in all costs, decide a break-even point in time, and then take it from there with pricing , promotions and so on.
The difficulty with this projection comes from the many variables of this market and includes the unpredictability of this virus. In other words How long people will buy this product for and of course at what price. But just to understand better this market lets say, If this test-kit was sold for free, how many people will get one and for how long?
......Are you starting to understand were I am going with this?
The other covi19 related side of avct businesses is the Affimers therapeutic potential .
I have listen and read some of avct presentation on this matter and I felt disorientated for the complexity of the subject matter. Wow....Affimers what invention! I am taken by this discovery, but then I ask my self would I invest in something that I don't understand? And this is my problem this is what holds be back, the potential is huge but I am no scientist would I put my bet on something that I don't comprehend at all?
So to conclude in my opinion the fundamentals of avct are solely based on affimers technology and don't exclude buy back at some point. Please if are going to reply to this post, by contradicting with my point of view on test-kits I want you to know that I am sorry and surely you are right.
Anyone else interested to have an open debate on affimers is welcome.