Member Info for PL75

Clearly not. He spends his time filtering everyone and then unfiltering them to read everything anyway. What a cupid stunt.

Just a reminder

https://avacta.com/wp-content/uploads/2021/06/Avacta-Initiation-210629.pdf

Yeah, not sure that’s a payment. Let’s face it, they don’t honour contracts or pay their bills

Bump….

The govt have to know the risk is a new variant and they’re not going to find it without testing. Once those winter coughs and colds arrives, I can’t see how they can do anything other than hand out LFDs and then PCR the positives. Test and trace will continue otherwise they’ll be blind and a new variant could devastate the nhs. The difference is that rather than isolation it’ll be TESTING. As noted, add up the other use cases…. Schools, higher education, travel, cruises, responsible employers, all globally, all for years.

It hasn’t disappeared because Bojo says it has:

https://www.statista.com/statistics/1103046/new-coronavirus-covid19-cases-number-worldwide-by-day/

You posted the other day fair value as 120p. If you’re going to be an irritating twat, at least be consistent like the rest of them.

Exceptionally weird behaviour to troll. Hope it brings you joy and happiness. Or excruciating untreatable syphillis that burns you from the inside out. One of the two. Scum.

The Netherlands opening up has gone well…

https://ourworldindata.org/explorers/coronavirus-data-explorer?zoomToSelection=true&time=2020-03-01..latest&pickerSort=asc&pickerMetric=location&Metric=Confirmed+cases&Interval=7-day+rolling+average&Relative+to+Population=true&Align+outbreaks=false&country=GBR~NLD

Beyond the summer they’ve nowhere to go if they end up in trouble, they’ve played their vaccine rollout out card. They’re trying to push personal and corporate responsibility, but by the time they realise that exponential growth in cases, hospitalisations and deaths isn’t a good thing, it’s too late. The only option to avoid further lockdowns in winter is to test, test, test. Is that sniffle Covid? Best get tested…. Personal and corporate responsibility will dictate that, you don’t want to kill your friends and family as their vaccines will have worn off and employers won’t want you turning up.

It’s so simple, to reduce the prevalence, just reduce r. That’s easy, distribute a load of 100% accurate tests and use them regular. Freedom day is rapidly approaching, good luck everyone, hope your bout of Covid isn’t serious.

Spot on sleepy. At the moment the diagnostics division will be used to top up the fund for the oncology side. As other products come arrive it’ll become an excellent business in its own right and might be separated in one way or another. Meanwhile the therapeutics side is funded for enough time to get to the point where it will also become self sustaining. The up front payments and deals will become larger and I’d expect during that period that a big pharma will decide it’s worth buying.

Today the freaky baby wants a badge for declaring that the Ava6k trial might not be a success. As if that’s a shock when investing in a small biotech. The recent broker note valued it using a 10% chance of success. Discount AVA6K from the share price. Why not take off AffiDx, you’ll still be left with value higher than the current price, but that’s what the market has decided for now. The value will shine through in the end thanks to the tech.

Correct any blatant lies he spams, otherwise just call him a twat and move on - as sadly that relentless twunt won’t do that.

Twat.

(Hope I’ve beaten Timster)

I agree. Selling the diagnostics side is an option, but I'd also see that as being a couple of years down the line once a few more products are launched and the AffiDx brand is established as a world beater.

Because if it continually gets mentioned, then there's a chance it becomes self fulfilling and PIs get robbed. At some point, they'll have to buy them back so consider it guaranteed pent up share demand. It's independent of the progress, so at any point they could get caught with their pants down. Good luck to them

The govt's gamble on the vaccine programme has paid off. They're happy that deaths will fall to a sustainable level, I personally think this is currently a risk too far due to Delta but time will tell. At the time the £8bn DPS was published it was still looking like testing was the only way to control the virus. The govt have reverted to testing being a longer term need for monitoring and ensuring the safety of schools, hospitals, test and trace etc whilst putting responsibility on businesses for their employees. Responsible companies will look at test their employees regularly.

Where does that leave us in the UK? It depends on how much fluff is behind the intention to build a diagnostics capability and use it. If the machines are installed then as the best test, we're well positioned to a key part of that via GAD at least. Looks like Orient Gene for now, but will this continue further down the road as the capability comes online. For the private sector, we have the best of british and a world beater at a competitive price. The opportunity remains, but it won't be an overnight success. That's where we are. I believe the drop has been overdone, especially considering the conservative broker's valuation.

Meanwhile, you have the rest of the globe still needing an awful lot of testing as their vaccine programmes are miles behind. Again, via GAD, we can sell to these LMICs. Best not discount the opportunity elsewhere for Travel where 100/100 for the infectious is very important. I agree with RD, negotiations will be continuing.

NDN. Who thought he could get any weirder?!

Epping, don’t feed the sea lion please. Just bump this thread.

Beat me to it, certainly deserves a separate thread. Current fair value excluding AffiDx is £2.30 on a very conservative basis.

I’ve just forwarded it to Neale. I’m sure he’s read it, but just in case. Hopefully he’ll keep fighting and one day Bojo’s empty pathetic response from yesterday will be true. Bojo has claimed they’re working night and day, then in that case the machines should be installed and we should start using them for the benefit of the U.K. diagnostics industry

You’ve answered your own question. They’ve demonstrated the capability of affimers, even if Bojo continues to allow the brown envelopes to flow resulting in cash pouring in to China. They’re moving in to the clinic this year. Both sides of the business have made large strides forward, they’ve made some good deals and there’s more to come. As you’ve said, they’ve potentially thousands of applications they can develop and any one of them could be huge. AffiDx is just one such example.

Compare and contrast with being able to confidently test once or twice a day to ensure you're not infectious. It's a crazy situation. Only takes a mutation for chaos to emerge, never mind the shambles we'll see in the next few months

It's obviously anecdotal, but a colleague in my team has tested positive for covid this week despite having had her second jab over a month ago. She had similar symptoms, a runny nose and more like a cold than typical covid symptoms which is typical of the delta variant.

As you've said, it clearly demonstrates it's possible to carry, transmit and get covid no matter your vaccination status. Anyone that's vulnerable or if their vaccine has worn off are at risk. Good luck everyone, because if you don't get exposed to it soon, it's pretty much a guarantee you will over the winter.

Coughs and sneezes spread diseases..... test, test, test