Member Info for PSB123

The big things to know:

- StemprintER is about to be spun off into a new company. All TILS shareholders will get shares in this on a 1:1 basis with your TILS holding. An inferior competition was recently sold for over $2bn. StemprintER is arguably worth more than the total market cap of TILS on it’s own and to my mind de risks the investment here. They will need to fund raise (placing) once spin out as being spun out with only £1m in cash but still looks a great chance to get in on this undervalued story
- There’s a potential blockbuster drug going in to late stage trials with potential for $billions of successful
- There’s a further portfolio beyond this with lots of potential
- Two US hedge funds recently took £tens of millions in a placing at £2 SP, showing what a bargain this is at these prices

To my mind one of, if not the, best risk / return investment opportunities around right now.

Great to see further confirmation of the timeline and progress.

Look at it this way. StemprintER value is arguably greater than TILS total market cap today (in fact hard to argue otherwise given valuation of an inferior competitor).

You are never going to be able to get StemprintER at a better price than by buying TILS shares now, and you get the whole value of TILS including a potential patented blockbuster thrown in for free. Looked at like this the share price right now is the bargain of the century.

Older and Wiser, where is that quote from?

You do both, definitely. Get production lined up to make as many as possible. Get the government contracts to guarantee the volume but produce enough to be able to sell some direct (through Medusa) and some to businesses at higher margins.

Sorry, yes. Freudian slip thinking about the future :-)

Agreed, interested to hear thoughts on where N4P would be with a positive read out from phase three (which feels more likely than not). 2-3x from here in the very short term feels very achievable, could also rise rapidly from there given the ridiculously low market cap once the potential becomes clear

I’m in both and agree TILS is very well primed for a strong rise from here.

Moving out of AVCT with the moonshot news / speculation over the last couple of days is very brave though. Good luck with your choices

Touched £7 at the end of last year before getting battered by the Covid market. Since then timber prices are much higher and a lot of progress has been made. Surely 2x current price in near future is a good target with potential well beyond for those prepared to hold for longer term

Thanks Ophidian. That was my take on it as well when I read about the ELISA test. I’m far from an expert but my layman’s interpretation was that the ELISA test changed colour in a pot and the LFT effectively changed colour in a strip but they were doing the same thing.

I’m sure there is more to it and that and if you wouldn’t mind elaborating on any differences I’d really appreciate it but it certainly sounds highly reassuring.

My other question is why it seems to have taken longer for LSTM to deliver results on the Cytiva prototypes than it did on the ELISA as it appears they had them at the same time? Any thoughts? Thanks and great to have you back posting on here

Someone email in and tell them about Avacta

Lateral flow could easily mean pregnancy style device though?

Agree this is possible. I don’t think the Condor validation can be done but the LSTM validation on the Cytiva prototypes could be and the data could well be enough to have everyone very excited

One thing we haven’t really seen yet is journalists picking up on Avacta and using the company name in reporting.

Given how much is already in the public domain (from RNS’s, interviews, etc) and the Moonshot focus and government emphasis you have to assume someone is going to start making the leap soon. Wouldn’t it be amazing to see on the news a cut away to talk about a test being developed in Whitby by an innovative company called Avacta who are working on a test that could enable everyone to go about their lives freely.

It might only take one or two mentions then this could snowball, can you imagine what it would be like on here / what it would do to the SP if a Robert Peston or Laura Kuenssberg for example started talking about Avacta?

Suspect they aren’t yet really aware of the Avacta story but can’t be long until the penny drops

Someone on Twitter was saying that the Mologic test is not a ‘pregnancy style test’. Can anyone confirm if that is definitely true please? If so seems impossible for Boris and Chris Whitty to be talking about anything other than Avacta. They know that Trump has bought the entire stock of Abbott’s test and there isn’t anything else that could feasibly match the description.

Just watched the clip. I believe this is a reference to our test.

‘Danaher are working on a test’, yes we know they are, it’s our test. I don’t think it’s Sona given the rest of that clip and that their test has already broken cover and is out there. I read this as very exciting as it shows that Danaher (Cytiva) are starting to talk about the product in the context of selling it into the US.

I don’t believe they are working on another ‘secret’ test. It would have already been mentioned already and they spent months perfecting our test so aren’t going to go back the drawing board. They will also have seen the effective s of Affirmers which they have to work with us to use. They have hosted various events about their progress on test development and only talked about Sona and us.

All I all I see this as a massive hint that Danaher (who are a huge $hndreds of billions business) are going to be using their clout to push our test in the US.

More volume in two trades than in seven of the last ten trading days combined. Hard to see how it hasn’t moved the SP.

I’m not totally convinced they are buys either, if so very well timed as they happened just as the ask got to it’s low point

What’s that all about? 2 shares and 8p above the ask? Almost like it’s intended to send a signal but I’ve no idea what signal it’s supposed to be?

- Are we going to open higher tomorrow?
- Is it manufactured to show a big drop on opening?
- Is it just a load of nonsense?

Suspect the answer is C but thought it worth mentioning as it looks so strange

I have a significant (for me) investment here and expect great things from this company. I expect to hold for at least the medium term and to see a market cap in the hundreds of millions so am not too concerned with short term price movements except if it offers an opportunity to buy more at a good price.

The one nagging concern I have right now is cash, the RNS didn’t fill me with confidence and I wonder if we will need a placing to fuel the next leg of growth. I am ok with this and will participate if it happens and if it (as it definitely should be) is on primary bid but it’s the one thing holding me back from topping up again this morning. Anyone have any thoughts on this?

Wouldn’t they have to announce this in an RNS as market sensitive info?

I know they could have some preliminary discussions but if it was changing the plans announced to market surely they would have to RNS that they were in discussions. Also surely they would want to as it might flush out other buyers???

Awesome find Tom. Thanks for sharing, very exciting