Member Info for MALTBY2002

Fantastic initial results. Congratulations to all patient LTH and to all those who always had confidence in the work of Alastair and his team. The affimer is derisked!

The clear takeaway message from tonight’s briefing is that the route back into mass gatherings will not be vaccine passports but the taking of the rapid lateral flow tests. Great news for Avct shareholders and all eyes on that trading update

We have been given a route to market for our tests. With the Mologic collaboration first to market is scheduled for the end of next month and for the sovereign test which we are highly likely to be involved in the 2 million per day target has been set towards the end of April. Fingers crossed those timelines are met this time

So joining a few dots one possible scenario and totally speculative of course is that Avct is developing 2 LFD tests in addition to BAMS and Elisa.
One test is in collaboration with Mologic and was detailed on Monday under the Avct trademark which is primarily aimed at the global market and which is presently been evaluated at an unnamed European hospital. The test is a forerunner to an improved hybrid test which it is hoped would be a world best and would be adapted to include other diseases as well as Covid. The original test should be hitting the market late March with other overseas manufacturers supplementing capacity as the year progresses
The second test may or will form a key part of Operation Moonshot and is subject to NDA’s which involves collaboration with all other UK relevant manufacturers and will primarily concentrate on the UK market. It will not be marketed under the Avct name but will have the affimer as its core constituent and the aim would be producing 2 million tests per day by the end of April.
So potentially one test by the end of March and the other by the end of April with BAMS whenever. Not long to wait.

You can sense the frustration in Al’s voice re the delays with the clinical trials and especially the alleged inaccuracies of the LFD compared to the PCR test which he very clearly explains. Stellar performance in the labs with all to be revealed in the trading update towards the end of the month. Those people ****ging Alastair off should be ashamed of themselves and hopefully will be too stupid to take advantage of the window that now exists between now and that trading update

No mention of BBI or Abingdon so a further update to come re our involvement in the sovereign test ?

Apparently you can now trade online with Barclays for Acquis stocks with AJ Bell to follow. Dual listing to further improve liquidity still the objective. Noticeable improvement on PR particularly on their Twitter feed which they are now prioritising. Looking forward to more positive results from Mt Cassidy

Someone mentioned over the weekend that Dido was in front of one of the Select Committees tomorrow for a grilling. She is bound to be asked about testing and given a hard time over track and trace again. Wouldn’t be at all surprised if she mentioned the sovereign test particularly in the light of the Huff post last night. Definitely worth keeping an eye on

I think I am right in saying this is very good news in that the Apex segment will increase the liquidity of TTAU thereby reducing the spread. Still telephone trading though?

Some maybe disappointed holders but others are non holders whose motives could be described in a way that would get me banned from this Board. For longer term holders this is a very positive RNS and is a further vindication of the affimer technology. No interview with Al today likely signposts a further update tomorrow or Monday

It has been clear since at least last April that uncharacteristically for this Government it has been putting in place a structure that is intending to deal not only with this epidemic but future ones. At its heart is a diagnostic programme that is UK based, collaborative, and for ease of use involves the lateral flow test, a fact confirmed by Boris last night. To put such a fool proof structure in place takes time which is a commodity the typical Aim punter doesn’t have, a fact which Al mistakenly encouraged with his over optimistic timelines. If you think the affimer is at the heart of this programme then you will hold this share for the short, medium and long term benefits this will provide. If you don’t sell up and find another rainbow to chase

Priti on a news conference at 5. Guaranteed to get the story wrong so hope nobody asks her!

People keep asking the same question as to why Al will not update shareholders when it is blindingly obvious that he would if he was able to which is why he can only give broad hints periodically.

David Wilson mentioned last year the importance of putting a structure together that would apply to diagnostic testing post Covid. At its heart such a structure would prioritise domestic firms and collaboration between them. It was a recognition that we would need to be much better prepared as a country for future outbreaks of a pandemic
What we are now beginning to see is such a structure developing to combat Covid with the likelihood that it would act as a template which could be used for future diagnostic testing. If as seems possible Avct is at the heart of this structure to combat Covid then it could well play a significant part in the future

15 minute Presentation followed by 15 minute questions so likely to start around 8

The downside of Acquis is the wider spread and general lack of liquidity. There is no doubt that Brett intends to move TTAU to ASX or one of the 2 London markets but only after he has put a couple of other pieces in place which would mean joining these markets with a much higher market cap. By this I would imagine he means the publication of the JORC and the involvement of a Major initially developing SH. A strong buy at these prices and an opportunity for us old STGR holders to get our money back!

Further evidence of the potential of affimers on the therapeutic side that more knowledgable posters may wish to further comment on

Confirmation from JVT that the vaccine should prevent serious illness but it may not prevent transmission. Testing will still be needed for many months yet

Great to see AVCT meeting yet another deadline!!

Alastair and his team are dong a fantastic job in trying to get this country out of one of its biggest crises since 2WW. Quite what contribution the people who belittle those efforts are making other than undermine their own investment I will leave it to others to try and explain