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Apologies if this has already been discussed in depth, I've had an eye open but among the thousands of posts it would be easy to miss.
Simply that with Deep Mind releasing protein shapes to all if I understand Affimers right Avacta may be in the best place to take advantage of a stunning new tech, with the set-up and IP already in place to be able to produce affimers to fit and lock into many unique protein folded shapes, and Deep Mind's willingness to quickly process a DNA sequence to produce a likely shape.. Maybe there are alternative technologies, I don't know, but I wonder if this will open up enormous new opportunities to Avacta.
Is someone techy able to confirm or deny this? Thanks.
Odd sequences of numbers on the sells. I know nothing about these things but I suspect an institution has been taking profits. More fool them as far as I'm concerned, but I suppose they have to, to maintain a balance, while we can choose to chance it. But IMO yesterday's news was very good. Maybe they do it at a time like this so the large amounts don't start a downward slide and destroy the value of the rest of their holding. MPAC was 48p less than 5 years ago.
Just wild ignorant guessing.
Seems like a great update this morning, solid growth in all directions. I miss Rivaldo's analysis! Not clear if this is the same update you were commenting on yesterday, but it does say for Thursday 29th....
"The strong order growth reported in the second half of the last financial year continued in the first quarter this year, further strengthening the Group's order book. Revenue was significantly ahead of both the Covid-impacted prior year and the pre-Covid period of FY20202. With gross margins consistent with last year, and despite a stronger Sterling during the period3, the performance of the Group for the first quarter was ahead of the Board's expectations.
Group sales in the first quarter were 21% ahead of last year at CER3, growing by 16% organically4 and by 10% organically compared with two years ago. Organic performance was similar in both divisions and continues to be driven by demand in the Group's target markets5.
The order book at 30 June 2021 was £220m, 50% higher organically than last year and 30% higher organically than 2 years ago. Orders remained well ahead of sales, growing by 83% and 35% organically compared with last year and two years ago."
Great, but the SP is over X2 2 years ago! It's not cheap in Stockopedia, with V at 28, but QM is 92 and I personally I will hold. I don't have a huge holding, but I think this will continue to be a steady riser. Competent company.
I'm trying to work out how this works.
"ANGLE has been selected to develop immunofluorescence (IF) assays using its Parsortix® system to detect two specific protein markers expressed by circulating tumour cells (CTCs) and implicated in DNA damage repair (DDR), an increasing area of focus for oncology drug development. ...
...As part of the contract, ANGLE will develop the two assays to detect the target proteins in four hard-to-treat cancers: triple negative breast cancer, prostate cancer (including metastatic and/or castration resistant), ovarian cancer (including high grade) and pancreatic cancer."
The assays detect the 2 proteins involved in DNA damage repair, which therefore show the presence of cancer. But also may be part of some kind of drug treatment system.
Then, "The clinical trial phase will incorporate longitudinal analysis of patient samples (for example before, during and after treatment with the investigational drug) and is expected to generate further significant revenues for ANGLE. " So a drug is being trialled for which these assays show ongoing effectiveness, probably at short intervals through the treatment period. That's how they assess the effectiveness of the drug - or not.
Should the drug be effective in the long run it would be in use for a huge number of difficult cancers: breast, prostrate, ovarian and pancreatic, as above. One would hope that as normal treatment progressed effectiveness in each patient would be assessed ongoing, probably using Angle's assay, which would mean Angle would be involved in the regular treatment of a huge number of patients.
Should the drug not be effective the assay will be available to Angle, not the commissioning unnamed company, for any other prospective treatments aimed at these proteins.
Sounds good to me.
Yes, I'd always focused on the packaging side of things - ubiquitous and important.
But this as you say elsewhere seems to be another vertical, using the automation and packaging expertise as part of the manufacturing process itself - if I understand it right. Great!
NB it's for the 'Customer Qualification Plant'. But I'm interested in this in the RNS:
"The contract with Mpac also grants FREYR options for delivery of the casting and unit cell assembly equipment packages for FREYR's planned Gigafactories."
And this from your 'Life in Norway' link below:
"The money raised will be used to build new factories in Mo i Rana, an industrial centre in the north of Norway. “We believe this is one of the largest industrial investments in Norway in the post-war period. Some say it is the biggest,” Freyr CEO Tom Einar Jensen told NRK.....
Norway is well-known as a leader in electric car sales and infrastructure development. Several companies are also taking an interest in electric-powered aviation.
But it's now looking increasing likely that the country will play a big role in the production of the batteries needed to power the electrification revolution.
Freyr is developing lithium-ion based battery cell facilities to supply high energy density and cost-competitive clean batteries to rapidly growing markets.
The company will take advantage of Norway's established low-cost, renewable hydropower and in future, wind power, to keep costs low and production green.
Interest in the Mo i Rana based company has grown quickly. Now it plans to use the money raised to build five gigafactories in the Mo i Rana region, which could bring thousands of much-needed jobs into Northern Norway.
“We have secured several plots of land in the industrial park at Mo, including a building by the quay where we will start a pilot factory. Then we will build four new factories in quick succession,” said Jensen.
In the new facilities, Freyr plans to produce battery cells equivalent to 800,000 electric cars annually. Jensen hopes to have the first production up and running in 2022.
If MPAC is involved in all of these......... Boom?! :)
Seem solid to me, if not very good. What do others think? I am no expert.
Glad you're not sure! Anyone who's sure is deep in the doodah.
Most of those "patient examinations with medical devices that Tristel's products disinfect" will still need to be done. Just that much more urgently. Tragedy for some, and real problem for many. A friend of mine in Canada had his procedure postponed due to Covid and has had a much bigger problem, with all the worry that will go with that for years to come.
And I expect the surface disinfectant usage rise will be slow to drop back again, if at all.
Yes, I didn't think it was bad... just lacked the confidence to say so! Never been in business, nor a clue as to accounting.
Ditto, Rivaldo. This stock has been very good to me. It's now a major holding in my pf, and I've taken profits before, but not for now.
I'm no whizz at the accounting, so subscribe to Stockopedia. Makes it very easy to see the trends/charts. If you look at the profitability measures: margins, ROCE, ROE (plus others like FCF, Book Value/share, etc) they are all trending higher, just like Revenue, EPS, etc. Reassuring!
Interesting how this is coming back today, after yesterday's debacle.
Implies to me that there's a lot of money waiting to come in here - when the price is right. Which may be now. Bottom?
"At least 33 have died and many more are missing following severe flooding in western Germany..." BBC today. Plus at least 4 more in Belgium, and the Netherlands "has also been badly hit".
'nuff said.
"Further to the announcements dated 30 July 2019 and 2 March 2020 regarding the acquisition of Servatron, Inc ("Servatron"), Volex plc (AIM:VLX) is pleased to confirm that Servatron has exceeded the operating profit targets for the year ended 31 December 2020.....
In addition, further to the announcement on 11 December 2018 regarding the acquisition of GTK (Holdco) Limited ("GTK"), Volex is pleased to announce that GTK has exceeded the operating profit targets for the third consecutive financial period...."
Looks like Volex knows how to both pick and integrate acquisitions. This is great news, even if we do have to pay out a bit.
The beauty of Blautix is that it is not addressing itself to symptoms but to a probable cause. I suspect that long term treatment with Blautix could have an amazing impact.
@ Farrugia1967 : Never given the impression that they really care...
Today's RNS is very interesting. But even with a biological background I confess I didn't understand it very well.
But there's an incredibly big sentence in here. "This demonstrates not only the importance of Live Biotherapeutics as a new modality poised to revolutionize the treatment of a wide range of cancers [WOW!], but also the power of our MicroRx platform to continue making significant discoveries and advances in this field."
It's easy to gloss over the identifying codes, such as this one MRx1299. Looking in the final results it doesn't get a mention. So it's a new one? And just what is this MicroRx platform??
I found this "Pipeline" page on 4D's website very useful
https://www.4dpharmaplc.com/en/developing-science/pipeline
"Through our understanding of the functionality and interaction of these bacteria with the human body, Live Biotherapeutics developed by 4D pharma have the potential to treat a large number of diseases.
Each of our programs is underpinned by a different Live Biotherapeutic, and each operates through a variety of different mechanisms. Using MicroRx® , we are able to gain an understanding of how our candidates impact the human body at the molecular level. This allows us to more effectively target diseases for intervention with our Live Biotherapeutics. Additionally, using MicroDx, we can assess how those candidates impact the host microbiome.
Using MicroRx®, we have generated a suite of development programs in diverse therapeutic areas including immuno-oncology, GI, respiratory, autoimmune and CNS disease."
In the schematics on the page you'll see 14 different therapeutic areas they are applying LBPs to - all of them massive - using 8 different LBP's, plus Blautix and Thetanix, for IBS and Crohn's respectively.
MicroRx points the way to the bug for the disease: rather than relying on good old incredibly long and expensive (and failed).... trial, error and luck.
I do recommend a good look at that page. It's almost scary.
Finally CAR-T. What on earth? According to NHS England: "CAR-T is a highly complex and innovative new treatment. CAR-T is a type of immunotherapy which involves collecting and using the patients’ own immune cells to treat their condition."
And: "CAR-T – chimeric antigen receptor T-cell – therapy is specifically developed for each individual patient and involves reprogramming the patient’s own immune system cells which are then used to target their cancer. It is a highly complex and potentially risky treatment but it has been shown in trials to cure some patients, even those with quite advanced cancers and where other available treatments have failed."
So it's sounds like the most advanced personalised treatment for killing cancers, and our LBP enhances it.
And the MicroRx platform told them it would.
Yes!