Member Info for lukedrywaller

https://twitter.com/Stockonomist/status/1267040172153147392?s=19

https://twitter.com/Tweet_trader01/status/1265686400504037376?s=09

18 pound minimum

Like this bit

The critical valuation inflection point is yet to come, as Affimers have not to date been proved safe in man. Once this happens, Big Pharma would be more than happy to pay 10-20x what they could have at pre-clinical stage. I think the majors would have been waiting for that event. But, given the recent developments in its COVID-19 work, and the probable major cash buffer that Avacta will have in a year's time (which will make a takeover absurdly more expensive in the event of a hostile takeover), it would be reasonable to assume that at least one major will pre-empt this and act accordingly.

I suggest you look at sona
They been developing their test since 10th feb!

Wont be long until the tests are an everyday part of life and signs displayed "only avacta tests accepted here" are the norm ;)

200p could go tomorrow.
Good luck to all

I'm guessing most who contacted you rarely invest in Cos with mkt caps in the three figures, or even those with SPs in the three figures - irrational as that may be.

Personally, I can't see a Co on the LSE that has a better chance of doing 500%+ in the next 6m than #AVCT @ 146p.

Similar thoughts. #AVCT is a different beast to what most micro-cap players have come across. Many who have previously held, won’t touch it as the SP and/or mkt cap is in 3 figures.

Conversely, I think AVCT has more chance of doing 500% from now than all other <£50m Cos I hold.

https://twitter.com/AntMwah/status/1262082929041309707?s=09

169p possible

Sir Ali went on sky news, GMB & talk radio to discuss the rapid POC test
You think he might want to discuss the latest news on the neutralizing affimers?
You bet your life!

Tweeted

‘d be very surprised if we don’t get news next week - specifically, on a second #COVID19 lateral flow test partner, of comparable size to Cytiva.

I‘d be even more surprised if #AVCT is trading at sub 200p by CoB on Friday - as I think it’ll rise steadily with or without news.

Been looking into all the ongoing developments and my head is hurting trying to put a evaluation on things, I don't think the general market knows how to value this either So that's why when blockbuster news is printed folk who are well researched are expecting more uplift.
You can almost guarantee that we will get news next week on the prototype from cytiva and probably news on the bams test, also another contract to mass produce POC tests once they have validated the affimers (the RNS said others)
And then we have game changing news on the potential vaccine with the neutralizing affimers
Surely AstraZeneca will want a slice to overtake GSK ... all going on
Good luck for next week x
Back to my cider

“Recently, the National Institutes of Health announced $1.5 billion in research grants aimed at fast-tracking the development of rapid, easy-to-use testing approaches — including antigen tests — by the fall.”

#AVCT

https://t.co/yzreovjw8H

Watched 4 times now, never been so relaxed about an investment ever.
Truly a growth story worth every penny
The covid test is going to help fund all the other areas of the business so its win win
This could be the one they talk about in years to come as the darling of aim, plenty more in the tank to push on to 1 bill mkt cap

US to test 30mill per week

https://www.cnbc.com/amp/2020/04/21/coronavirus-tests-rockefeller-plan-would-screen-millions-for-covid-19.html?__twitter_impression=true

Hey, yes I think I got it wrong with the royalty assumption, at least for Cytiva. This week I spoke to someone who controls a much larger holding than me, and he thinks we’re in for a much larger profit margin. My own modelling averaging out across all partners is now $5. #AVCT

https://twitter.com/MylesMcNulty/status/1259169743984103428?s=09

If you had DYOR you would realise what a absolute ridiculous post that was

Enjoy

its a PDF so not sure how to share?