Member Info for marik

Todays RNS was a carrot and stick exercise. Both a warning shot (to those who are either shorting or trading) and underlines the huge potential in the near term (for lth).

In summary, sales have commenced, Affidx is scaling up, the demand is growing and demand is outstripping current supply.

To me, this confirms what I've been saying recently and I'm predicting that there will be a lot of positive news to follow this month.

GLA

@pl75, agree. pancreatic cancer is a very serious and painful disease. Ava6000 will no doubt be a transformational drug and will impact lives for so many patients and families.

Agreed dougquaid. There will be a strong re-rate on first read out. The whole pipeline opens up and I've estimated that this would catapult Avacta into a very different mcap. This was the reason, that I've advocated that on first readout, the company becomes a strong target for M&A.

Richob (16:17) - it seems like big news is on its way.

Just goes to show that many companies are being acquired. Following on from sales announcements this month and Avacta has AVA6000 top line results, Avacta will become a strong candidate for acquistion.

This is fairly recent in terms of news, it hasn't popped up on my radar before. Yes, pancreatic cancer has one of the worst recovery rates (along with mesothelioma and glioblastomas).

Avacta: Pancreatic Cancer Clinical Trial @ Royal Marsden

https://www.patientwing.com/study/386687

Just to clarify, I'm of the same opinion as FTS not some of the green boxes above.

I'm of the same opinion. For the more seasoned investors here, we all know the value of patience and most of us here have investments less than few percent of Avacta and are aware of the territory that comes with it. We've had a spectacular 18 months and I think there is a lot more to come this month and the rest of the year.

Don't be frustrated with the company and ignore the naysayers as they are intellectually challenged. You wouldn't go to your 3 year old for advice on how to run your private business, so why take on board information from strangers with very little understanding or integrity. I'm looking forward to the news.

GLA.

"But I also think that the sp as it is reflects a very rain cloudy view of what can be accomplished..."

The forecast for this month is looking very good. AVA6000 and sales news.

It's looking good.

There are six strong partnerships already in place.

LG Chem, Daewoong, Moderna, ADC Therapeutics, OncoSec and Tufts.

https://avacta.com/therapeutics/partnering/

Myles makes a good point:

https://twitter.com/MylesMcNulty/status/1421446003975204866

There is certainly a strong pipeline:

https://avacta.com/therapeutics/pipeline/

I agree. I've been looking at the kind of value add these partnerships will bring. In themselves, they would justify the current share price. This month is likely to be very positive for Avacta.

Thanks gmcc. These partnership deals are very impressive and are worth a quite a bit. But the great news is that they are not built into the current shareprice/mcap. Look forward to the re-rate in the near future.

Does anyone have further details on the LG Avacta deal from p21 of this presentation?

https://avacta.com/wp-content/uploads/2020/02/Avacta-Group-February-2020.pdf

"Multi-target development partnership and licensing deal worth up to $310m with $2.5m upfront, $5.5m in near-term milestones, royalties on future products and full research costs."

I've been going through the figures and for the ease of use and S/S, this is the best test in the World. Glad we are already selling and look forward to some big news over the next few weeks will drive the share price upwards. There could be a seriously big re-rate this month.

https://avacta.com/diagnostics/products/

Right now, Avacta are in a great position to deliver.

"Reported multiples times for being disruptive, but nothing. Any pointers, Marik?"

How can I help? ;-)

Good post hanoihank. I would add that the moment phase 1 top line results are announced, an M&A deal would be on the cards.