Member Info for PL75

Thought you might enjoy the graphics in there:

https://www.sharesmagazine.co.uk/article/the-small-cap-biotech-stocks-making-200-returns-this-year

Have you seen the Shares Magazine article today?

Is that when the yanks arrive? :o)

Got to admire the previous post on a Monday of huge news on Wednesday. Just a regular RNS tomorrow though, not huge news

Separate thought, maybe Sir Al has agreed a min royalty per test and profit share above that so that medusa and their founders deep pockets incur the bulk of the risk. The deal should be in our favour, we’ve given exclusivity for B2C, we could have struck distribution deals elsewhere.

It’s a separate company, if Boohoo want to use Medusa’s distribution network they would have to pay, which is fine, that increases the shared profit margin. We haven’t the foggiest how the costings are incorporated, but Sir Al in his interview said it was a good deal and we’d receive revenue per test from day one.

There are outstanding questions, on the flip side if Medusa use boohoo’s distribution network (I’m guessing they will), how much will boohoo charge? That said, Sir Al isn’t daft and he said it was a good deal.

Thanks stanman

https://medcitynews.com/2020/05/mammoth-biosciences-gsk-partner-on-crispr-based-covid-19-diagnostic/

Aiming for the end of the year. Demonstrates the impressive achievements by Avacta aiming for a few weeks time

Not sure if that worked as I now get the paywall

https://digitaleditions.telegraph.co.uk/data/234/reader/reader.html?#!preferred/0/package/234/pub/234/page/113/article/43921

Can’t copy it and paste the text either. But don’t worry, there’s nothing exciting in there - other than more coverage of course

https://bit.ly/2WNJ44o

Sloppy journalism. An antibody test? Hope to sell to businesses? If they do they’ll need another deal.

You can just picture him now...

“We’ve got a test. It’s a beautiful test. I’ve been putting one up my @ss every day, it’s amazing. It’s going to save the world. And it’s American. An American company Cyvita have made this incredible test. Everybody should have this test so we’ve ordered 10 billion of these beautiful tests. Quite amazing. American too”

‘Mr President, you only need to spit on the test. Mr President, why are you drinking Domestos?’

Oh ffs... third time lucky!

https://bit.ly/3g7TpQn

And I’d urge everyone to remember to use bit.ly...

https://bit.ly/3cS2Wcf

https://www.*************.net/avacta-group-antigen-distribution-agreement-and-potential-treatment-for-covid-19-interview/

I’d urge everyone to ignore the insipid interviewer and listen to this again. Play close attention to Sir Al’s wording and the upcoming newsflow. Progress is being made on multiple immediate fronts, but that’s not the headline news.

Today’s RNS wasn’t a tactical move for Covid. Don’t think short term. It was a strategic play to dominate a new global direct to consumer home testing market. Absolute genius move.

Hi Brad, Sir Al spoke about $1-$2 cost, retail $30 (plenty profit to share...), $15 to bulk buying business and no doubt lower to govt.

High margin and high volume, it’s an absolute retail dream, no wonder our Boohoo founding friends were keen

I think it makes perfect sense, outsource your distribution and especially the messiest fulfilment channel. We want Avacta focused on what they do best rather than worrying about sales and marketing. There’ll be more deals to come to cover other distribution channels

Probably best to discuss it every day just in case

Scar, I'll bet there was plenty snakes there. Trousers ones...

Maybe yeah, seems a shame to have a global distribution network for direct to consumer otherwise

Meanwhile he's busy recruiting an army of track and tracers when the ultimate track and tracing device will arrive in the same timescales