Member Info for NathanR999

Very well timed if I do say so myself….. I am at the meeting they are both exhibiting and will seek for myself and ask questions around how they see this progressing.

I am visiting ESCMID global meeting in Munich - most of the big pharma vaccine manufacturers and a few start ups in antivirals may have booths - will check in to see how land is lying for new resp vaccines or treatments that may trigger the need for a CRO to do HCTs

ESCMID global infectious disease conference starts at weekend. I think there was news last time either on first day or day before. Could be more colour on their tie up with Danaher portfolio company Cephied or Biomerieux co developed Lampore assays. May be positive catalyst-bought in today in hope of that so fingers x’d here!

For clarity is ‘not good’ better or worse than Red Flag…..

Anyone got any insight into any work avacta have done or have specifically alluded to with regard to fibrotic disease like cirrhosis, pulmonary fibrosis and renal fibrosis as much of the disease fibrotic areas have high expression of FAP. Could an anti fibrosis drug or low dose cancer drug be utilised in these indications. Any scientists on this board have any comments? Have my science day allocation so maybe may meet some of you on this board. I may ask this question of the Avacta team if an appropriate opportunity arises

Running joke dude - Mo took my advice and bought well at this price- doubled my holding and if it stays low will double again.

Was a schoolboy dig at our expert biotech and healthcare outsourcing analyst STT

Get real - what does Mo really know - he’s the ceo and we all know ceo buying is **checks notes** A RED FLAG.

Stt - dude, get some help - seriously.

Pretty clear about of comments on this suggest they aren’t really investors or have such a short term horizon for those investments or have no portfolio management understanding. This rns reach and the value that challenge studies bring will underpin hvivo for the coming years. Pharma is reawakening having been in doldrums and although the US tribulations have impacted nr term on booked studies the longer term will be way more active. Many of the COVID driven research into pan Corona, pan flu vaccines or antivirals will begin to dribble through into a phase 1 or animals signalling a deeper pipeline in 2-3 years and hvivo will begin positioned well. The diversification around biobank, lab work and CRS CRO work will help. I am hoping any pending deals can hold off till mid jan so I can get 2 sipp payments in and double my current holding at this frankly amazing price. Opportunity of a lifetime. No doubt the moaners will no doubt spill their usual ill informed wisdom to counter the above positivity. I will do what’s best for me and my money - you look after your own and unless you a qualified IFA or biotech expert then your views are moot anyway.

As guess I might suggest that the US shutdown might affect any paperwork in the SEC? Might that be a factor?

They won’t do until Monday. Based on my own experience of doing scientific posters in a different field, the data is embargoed until the morning of the poster. Shares can’t be traded over weekend so poster won’t make a jot of difference to price until Market opens Monday at 8 hence a Monday 7am RNS would be most likely. Unless they get dispensation from the conference which is unlikely.

Dude - you need to lay off the glue. Seriously I think totally plc broke your brain for good.

Stt so how long for a competitor to build a portfolio of challenge models and what would it cost. How much credibility would this said fantastic competitor have on running challenge studies safely enough to persuade a biotech or big pharma co to use them instead of hvivo. Surely you must have an idea on this being so researched on red flags.

You have no knowledge on the specifics here and what it would take to leap the massive moat hvivo have.

Having done a number of these poster presentations at similar meetings in infectious diseases, you leave the poster up all days alongside the many hundreds also on display and you stand next to it for the allocated time to field questions and depending on what the poster is about you email get loads of interest or nothing. Some meetings have a session host and will shepard other delegates and get the poster author to talk about their work and offer questions up etc. Some work gets selected for oral presentation and you might get 8 minutes to get your work across. The big 45 minute presentations are usually reserved for invited speakers on a chosen sesssion theme. This isnt one of those.

Confirmed Egle left hvivo

She is still on linked in against hvivo but her job role looked to be a position up for grabs based on their LinkedIn job advert. Looks to be CEO of a longevity company which seems to be more aligned to her interests - looks a decent job for the right person - if I had more pharma background I would have a crack at it myself.

And you need to understand stand better what you are invested in and the the space we operate in.

Not overly concerned- RFK is broadly correct around vaccines used for flu and covid that are injected are not great at preventing spread but ARE effective in preventing severe disease. Nasal spray type inoculation stimulates more local response and can be very effective in preventing onward spread. This mechanism is used in the toddler/primary age kids flu vaccine and has been approved for a good while in UK. More respiratory vaccines are likely to be designed this way and hvivo will be front and centre in testing these too. Other markets are NOT the US and will still be happy to support mRNA vaccines - many markets have ridden on coattails of US funding and this is a reset but probably needed.

Biomerieux increase presence in next gen sequencing and infectious disease and imho likelihood of acquisition of Oxford Nanopore. Acquiring day zero diagnostics who already partner ONT

https://www.dayzerodiagnostics.com/oxford-nanopor-and-day-zero-diagnostics/

https://www.biomerieux.com/us/en/journalists/press-releases/NGS-sequencing-acquisition-day-zero-diagnostics.html#

Could really accelerate ONT in microbiology clinical labs in hospitals etc. this is good news I feel

I don’t need to mention anything beforehand. You clearly don’t understand hvivo and what it does and the growth that will happen over the next 5 years even in a depressed pharma market. It will outperform the wider pharma index as hct increases and even are expected as part of p2/3. The last 6 months in all capital markets has been choppy largely down to upending of norms esp across the Atlantic. You aren’t a serious person stt on any level.

Tbh icon and iqvia most is basically experience and scale. Most for hvivo has scale, experience, reputation and at least 4 or 5 challenge models that are unique to hvivo which would take a good few years to replicate and establish any kind of track record for those models. There are challenge sites and some models in academia but nothing close to what hvivo has. The addition of extra beds and p1 work via the acquisition and sample banking and the growing hlab area work well together alongside core business. Human challenges will be the defacto standard for respiratory virus vaccines and antiviral work. Impatient PIs want the moon and more everyday - value surge during Covid was understandable and many businesses that were bought or did well in Covid have folded or struggled to cope post Covid. We will be fine. It is only 5 years since lock down was being talked of being opened up and the disruption to normal service in so many areas of life has still not righted itself back to the mean. It’s Friday, have a beer or a cup of tea and look again Monday. If you don’t trust mo then sell and move on. If you do then we will no doubt be fine and the picture will be rosy again soon enough. Please just don’t stay here with should have, would have, could have a moaning on. Own your decisions