Member Info for PSB123

It does say ‘testing VARIOUS methods’. Reads to me like a saliva test every day and a nasal swab every few days. Decent chance it could be us. Shame we can’t see more of what’s in this brown bags

Despite what we’re seeing as relatively poor results Sona are still up almost 20% today following a dip yesterday and their SP is still more that 3x what is was before they hastily declared their S&S lab results (ie when they were roughly at the stage we are now)

We have way more positives here and are also expecting better performance and a much easier to use and lower cost solution.

Even if we only matched Sona’s rise to today we’d be sitting on a share price of between £5-6 and we know we expect much better outcomes than they had.

Exciting times and not long to wait now.

Can you explain what you mean please by ‘the auction shows that the MMs do not have many shares versus where they were a few weeks ago’?

I’d always assumed that the named MMs with their bid and offers at the EMS were the only hand they showed and that other lines in the auction were other players with DMA. This is a genuine question, are you saying the other entries in the auction are the MMs showing how much they have to sell and how much they want to buy? Hoping to learn something here. Thanks

Quite a drop from the 96%/96% they originally reported that saw their SP fly but was based on only 30 samples.

We’ve had plenty of hints now that the Avacta LFD is going to be >90% and high 90%’s, assuming so it will blow Sona out of the water now.

We know he has contacts and is a major shareholder. His research is also absolutely first class and has helped many (myself included) immensely.

It’s not like he tweets about Avacta every day, the point he made yesterday is just as valid today. I definitely wouldn’t read anything whatsoever into this. Although if I was to be paranoid and see things where they don’t exist it would be just as, if not more,likely that he would be aware of positive news and not able to share it than anything negative. This is one of the most bizarre deramping comments yet.

Global, last week you said this, I’ve copied and pasted your entire post:

‘ Anyone thinking price is too high think again, check the report by Myles, this is a very long term hold, going to hit £20 in the foreseeable future’

The only thing that has changed since then is that we are a few days closer to news and the price is now cheaper for anyone looking to buy. You seem wildly schizophrenic on this, I hope you aren’t buying high and then selling low. The sensible strategy on AVCT is hold, hold, hold and wait for the rewards and if possible top up on any dips (like today)

Sorry, should have been clear, previous comment is @Prop5

So you obviously called it right and well done to you.

But just looking at this you’ve had roughly a 3.5% gain on your total holding as a result of this trade but imagine if a big RNS had dropped in the meantime you would have lost a third of what could have been a massive, multi bagging gain.

I salute you for making the decisions that work for you but to me the risk / reward ratio of that move looks way out of kilter with news due anytime. Even when getting it massively right, and I obviously admit it’s worked out for you, your upside is pretty modest percentage wise is it not? Not something I would risk in these circumstances but each to their own.

So many positives here, SP drifting a little on news not being announced yet but all it means is a chance for bargain top ups (which I’ve taken advantage of today). There is so much to be excited about, both very short term and in the medium to long term:

Lateral flow test in testing and being ramped by Sir John Bell, the governments advisor and Matt Hanc’ock. News beginning to leak to the media too. This is going to sell as much as can possibly be produced, all around the world.

New manufacturing partners due to be announced any day now. If (as I expect) we see scale of tens or even hundreds of millions a month production this will explode.

Finalised specificity and sensitivity to be announced for LFT. CEO has declared himself ‘very happy indeed’ with them and Sir John Bell is talking about a pregnancy style antibody test well into the ‘90’s on these ratings. Anything at that level would be transformative for mass screening and would also be well above the FDA limits that have been set but not yet reached by anyone. We’ve been as good and told we are above that.

BAMS news due any day now and expected to be the new ‘gold standard in testing’. This will also prove beyond doubt the the superiority of our tech.

Sewage testing partnership is looking exciting

Partnership with LG Chem is worth significantly more than our current market cap on it’s own

IND filing due very soon

£50m cash in the bank

Oh and and just to cap it off the preCISION and TMAC platforms look like they might just be the future of cancer care.

Plus there has been the carrot dangled of potential other partnerships.

Cannot begin to describe how excited I am about the prospects for Avacta. Good luck everyone, I hope this is life changing for you as well as transformational for the world.

Avacta Business Development Director for North America is down as an attendee

Avacta just tweeted that they are participating this week and have a virtual stand. Can’t see any more details yet

Please read this, especially part three: https://aimchaos.com/

If you haven’t come across these before (I know we have a number of new holders), these are the research notes from Myles McNulty that explain in detail what Avacta has and why it is worth many multiples of where it is today. I defy anyone to read this and not want to substantially increase their holdings. It’s a bit of a read but will be half an hour well spent and will show the very clear route to a (multi) billion pound valuation. If anything I would say we are now in a much better position than when Myles wrote this a couple of months ago.

Definitely. AK’s buy is significant and very reassuring as the person best places to see where this is heading and the fact that four of them took the opportunity to buy is very good.

I’m still not overly impressed with the holding of Steve Jenkins as Chair and would have preferred to see more from him. I actually own about the same amount of shares as him and I would consider myself a small PI and have w couple of other holdings bigger than my one in SAVE.

Still positive to see and I’m looking forward to the journey back to a more realistic SP.

I’m expecting a good (blue) day today.

The noise about mass testing is overwhelming and we know how well places we are to capitalise on it. Validation is ongoing and news is imminent.

Yesterday’s dip towards the end was an opportunity to gather a few shares and also set a low starting SP for today so we could potentially see a nice pop on the day.

We may not see these sub £2 prices for much longer so potentially also a gift of one last top up down here, especially if there’s a further quick dip in the first hour before the expected upturn (might not happen)

Remember what we’re sitting on here, transformative lateral flow tests that will sell in the hundreds of millions, a new gold standard to lab testing in BAMs, sewage testing, neutralising therapies, partnerships already worth more to us than the market cap, £50m cash in the bank to fund the trials that will transform cancer treatment, it just goes on and on.

Fully expect us to see multiples of the current SP in the months ahead and very much looking forward to the journey.

Can someone post the link to Twitter please

Sounds incredibly encouraging but sadly I can’t read the article as behind a paywall. Anyone able to add any more colour?

I’m definitely expecting a gradual upward drift in anticipation of news. Market cap is till tiny and positive news that could be truly transformative is looking increasingly likely. I think we’ll add a penny or two a week to the SP for a few weeks yet in anticipation then as long as phase 3 is as positive as we expect all bets are off. The risk / reward on this right now is crazy to the upside so I’d be staggered if we didn’t rise steadily in anticipation.

I did mention N4P and have a holding there. Since I was asked...

They have a very innovative approach to vaccines, simplistically put they may enable vaccines to be taken orally rather than by injection. As an aside they have also had a successful phase 2 trial which showed success with Covid (hence the rise in the last few weeks) and the game changing phase three is due very soon which should blow the doors off if successful. Still a tiny micro cap. It’s the share I’m second most excited about after AVCT. For anyone who follows Myles’ research in AVCT I believe he is also invested there.

Simple, easy and cheap tests based on saliva.

Gives results in under 10 minutes.

I wonder what he could be talking about?

Only the Joint Director of the largest study of home testing in the UK writing in the Telegraph

I love these media leaks that are starting to happen. Getting ready for the doors to be well and truly blown off.

https://www.telegraph.co.uk/news/2020/08/21/millions-daily-covid-tests-best-hope-getting-back-normal/

So many positives here:

Lateral flow test in testing and being ramped by Sir John Bell, the governments advisor and Matt Hanc’ock. News beginning to leak to the media too. This is going to sell as much as can possibly be produced, all around the world.

New manufacturing partners due to be announced any day now. If (as I expect) we see scale of tens or even hundreds of millions a month production this will explode.

Finalised specificity and sensitivity to be announced for LFT. CEO has declared himself ‘very happy indeed’ with them and Sir John Bell is talking about a pregnancy style antibody test well into the ‘90’s on these ratings. Anything at that level would be transformative for mass screening and would also be well above the FDA limits that have been set but not yet reached by anyone. We’ve been so good and told we are above that.

BAMS news due any day now and expected to be the new ‘gold standard in testing’. This will also prove beyond doubt the the superiority of our tech.

Sewage testing partnership is looking exciting

Partnership with LG Chem is worth significantly more than our current market cap on it’s own

IND filing due very soon

£50m cash in the bank

Oh and and just to cap it off the preCISION and TMAC platforms look like they might just be the future of cancer care.

Plus there has been the carrot dangled of potential other partnerships.

Cannot begin to describe how excited I am about the prospects for Avacta. Good luck everyone, I hope this is life changing for you as well as transformational for the world.