RE: St George's Day19 Apr 2020 11:43
Wbernard, thanks for replying.
Regarding your second paragraph, to illustrate the adaptability and the speed the affimers technology can be adapted to various needs see this example on the second update note paper: "As with the Moderna collaboration, much of the detail of this alliance has not been disclosed. Avacta has been required to generate, and carry out early stage optimisation of, Affimer drug candidates against multiple
undisclosed targets. The Company has achieved this first phase, having successfully generated a large number of Affimer proteins that bind to the first drug target nominated by LG Chem. These candidate Affimer molecules are now being optimised by Avacta, for LG Chem to then carry out pre-clinical development".
I think the above is highly encouraging to demonstrate the potential of Avacta technology and how they overcome the challenges presented in their initial trials.
Regarding your point on generating agents, well, "the Company also has a second business unit, the Diagnostics division. This division offers Affimer reagents
(tools used in chemical testing) to the pharma industry in a wide variety of diagnostic and research applications. Over the past 2-3 years, Diagnostics has been involved in paid-for technology evaluations and custom Affimer services projects with a multitude of potential customers".
On the points above, alone, makes me wonder whether you have indeed read carefully the two short notes written by Myles McNulty? Of course, one should not only base your investments on these two notes, but read other info available online.
I understand your last two points referring to PCR and the affimer technologies and, how affimers can address the same low counts of viral loads as PCR? I am confident that you will find, as I did, plenty of evidence on the efficacy of affimers on target identification compared to PCR. Just as an example I suggest you read on Analytical Chemistry the following article: Sensitive Affimer and Antibody Based Impedimetric Label-Free Assays for C-Reactive Protein. It's not too long but will give you some pointers on your points above. I assure you it's not too geeky. Here is a sample of the work:
"C-reactive protein (CRP) is an acute phase protein whose levels are increased in many disorders. Levels greater than 3 µg/mL serum have hitherto been considered to indicate pathology, but there is increasing interest in assessments between 0.1 and 10 µg/mL, which have been found to correlate with severity of risk for cardiovascular disease. We report herein the generation of both antibody and Affimer based impedance immunoassays for CRP that are substantially more sensitive than clinically utilized immunonephelometry and immunoturbidity assessments."
As you can see, affimers seem quite effective, but please, have a "google scholar" search on it.
Hope it helps
St