Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
This is an interesting thread and the answers are different for everyone. For me the investment here is a long term play. For sure right now many are watching the Covid Testing Sory and the partnerships which relate to this today and where it will lead the company in the long term with respect to the huge potential revenue which can be achieved very quickly with success in the BAMS partnership with Adeptrix and for the POC RLFD with Cytiva which has the biggest potential as a global diagnostic product.
The long term prospect which has the potential to really make this company is the pre|CISION therapeutic developments. Short term we will have a partner to develop a covid19 neutraliser. Nothing is sure but it could be with a company which Avacta have as a partner already! If it is news could come very quickly. This would have a strong value in itself. But longer term for me the pre|CISION chemotherapy cancer treatments are the big winner both in their ability to change live and also as a revenue boost to the company. The IP for this will be hugely valuable.
So 'exit points' depend on your risk / reward and your entry points.
£2 will be reached quickly and easily and so will £4 in my opinion. Within months with the strong market penetration we could see much higher than £5 sustainable (not just a peak number). We could see with other partnerships which are already known being grown lifting our market cap towards £2 billion. But the big numbers and the potential take over comes post stage 1 clinical trials for the loaded chemotherapy warhead pre|CISION product, that will lift the company towards a £4 billion valuation.
So exit points are down to individuals, the most likely is not an exit for investors but some easy top slicing on each rise. The question is then if you buy back in or derrick by investing else where? But for the next 12 to 18 months this looks like a very good place to be.
Of course these are my opinions and everyone has to research and make their own decisions.
Cheers, Rich
Good morning all,
I am never convinced by 1 trade. But, for sure there remains many key news Items due from BAMS, partnerships, LFD progress, Virus neutraliser etc.
I large item of news on a Friday would be very good and gives people the weekend to absorb the potential.
Who knows, but it cannot be long.
Cheers Rich
My business supplies BD on multiple sites that are one of the largest medical device manufacturers on the planet with multiple sites. They have incredible production sites using the best technology.
I understand that they may install these units to screen staff and visitors coming on to their sites, but that is not implemented yet as far as I have seen. They only use temperature screening and questionnaires as do most UK businesses. The BD tests are costed at at around $100 per test. But speed and simplicity are key. But you need power and a trained person to operate the system.
Our Avacta test will be around 25% of the cost and be able to be used anywhere. Distributed much more quickly once production is in place. But, BD is global brand known in every hospital/medical centre in the world. Not cheap, but if you have been in hospital, I can be sure that one of their devices or application products will have been used on, or near you. They have 4 sites in the UK and Ireland. The question for procurement people around the world, looking for new Covid19 tests, will be cost and accuracy driven.
The sooner we have the Avacta ‘point of care’ product ready for market the better! It still remains unique and will have multiple unique selling points. The only thing holding us back is we are awaiting completion of the transfer and the FDA approvals.
I just hope it is very soon!
Cheers Rich
Evening everyone! Today is I am sure the first if many blue days, the tide is changing. Some very good posts here today! The virus is getting us into a much draper mess than politicians and people are understanding. If we don’t have mass testing at an affordable price and a treatment to block the virus the people of world is going to be in real trouble. The world is living in darkness already. I trust Avacta will be able to get this amazing potential realised very soon with the Avacta POC test to market and the virus neutraliser under full development ready for early release in a stage 1 trials by January 2021. Parts of the world are going to need this very soon. It is frankly terrifying to see what is happening around the planet right now.
These two steps will bring a huge step change in the world of testing. PL75 underlines the point earlier - our test is unique in the global market and it WILL be a huge step forward.
Cheers Rich
The BBC news has stated:
“ The UK could see about 120,000 new coronavirus deaths in a second wave of infections this winter, scientists say.
Asked to model a "reasonable" worst-case scenario, they suggest a range between 24,500 and 251,000 of virus-related deaths in hospitals alone, peaking in January and February.
To date, there have been 44,830 official deaths in the UK, but this has slowed with only 1,100 in July.
The estimate does not take into account any lockdowns, treatments or vaccines.
And the scientists say: "The risk... could be reduced if we take action immediately".
Well we all know that regular testing with very accurate and simple POC will reduce the risk dramatically. If we can get a partner to help the virus neutraliser that would be such a huge step. Avacta can make its presence known globally here and opportunities to grow the therapeutics division will make this a very big player.
The next news must be close!
Have a good day all!
Cheers Rich
Jimbooo, I think you need to watch some of the presentations that Avacta have given. They are shouting about Affimers everyweek!
Diagnostics opportunities are never ending due to the nature of the way an Affimer works.
Therapeutic opportunities are also going to potentially huge once the stage 1 clinical trials are progressed later this year and into 2021.
If we consider that an Affimer is a 'software' which can be modified for multiple applications and you have some idea of what they are able to achieve.
Just look at this presentation just for today's application announcement -https://youtu.be/xXTFovsvZnQ.
News in 8 weeks time on this will come back from Integumen - sharing revenue for the applications which will be a repeat business model. Sewage treatment, cruise ships etc. The technology will give notification within 4 seconds from the inline technology!
This company could have new applications and opportunities every week forever. Such is the range of opportunities available to them. They can maximise revenue and IP from this technology.
Cheers,
Rich
BigByteNow, you are right, so many investors can easily be parted from the investments by a sentiment planted in the mind.
How easy people forget the incredible development of the Affimer Technology and the potential revenue streams this company has. After the presentation in early June people could clearly see the multiple revenue streams. Todays announcement is just another one to our portfolio of great opportunities. The Affimer proteins are like a programable magnet which can be used to attract whatever protein you are looking for. Once set they will target any possibilities with precision accuracy.
This Covid19 LFD POC test is one of many opportunities.
Think about Malaria, HIV, Hepatitis and many other well-known infectious tropical diseases. The Affimer technology could be used for any one of these if not all. The saliva test could be adapted for anyone of these and many others.
I am expecting that news on BAMS and LFA projects will be very soon and the potential we have all underlined many times looks even larger day by day. No company is standing still and the fact that there is huge competition is a good sign, not a bad one. But the right results and the right selectivity and specificity will be key headlines for Avacta.
We should expect many further opportunities!
Cheers, Rich
Link - https://www.londonstockexchange.com/news-article/tidm/headline/14612012
Cheers, Rich
Avacta Group plc (AIM: AVCT), the developer of Affimer® biotherapeutics and reagents, is pleased to announce that it has entered into a collaboration with Integumen plc (AIM: SKIN) ("Integumen") to evaluate recently generated Affimer reagents that bind the SARS-COV-2 spike protein for the detection of the coronavirus in waste water, to provide a real-time alert system to warn of localised COVID-19 outbreaks.
Over 60 percent of COVID-19 positive patients had gastrointestinal symptoms, such as diarrhoea, nausea and vomiting, and the SARS-COV-2 virus was found in their faecal samples. Sampling waste water from households may therefore provide an early warning system for localised outbreaks in communities.
Recently, Avacta announced that it had generated a number of highly specific Affimer reagents that detect the SARS-COV-2 virus spike protein for use in diagnostic tests and in neutralising therapies.
The collaboration with Integumen announced today aims to evaluate some of these Affimer reagents in next-generation sensors, based on the real-time bacteria detection and alert system1 developed by Rinocloud Ltd, a subsidiary of Integumen, with the aim of integrating these sensors into Modern Water plc's Microtox water contamination system to detect the coronavirus. The award-winning Microtox system, which can detect the presence of contaminating bacteria, virus and toxins, is distributed by Modern Water and has a global footprint of over 3,000 installations. The proposed Affimer sensors would be consumable items to be replaced on a roughly monthly basis.
Once initial testing of the Affimer reagents is completed over the next few weeks, validation of the sensors will be carried out using SARS-COV-2 virus samples in a containment level 3 laboratory at the University of Aberdeen. Upon successful completion of this evaluation, Integumen and Avacta will enter into a supply agreement to allow Integumen to manufacture and commercialise the waste water detection sensors globally by retrofitting into Microtox systems.
Dr Alastair Smith, Chief Executive of Avacta Group, commented:
"I am very pleased to be entering into this collaboration with Integumen, which holds substantial commercial potential for an Affimer-based consumable SARS-COV-2 detector unit to retrofit into the globally-installed base of Microtox systems. Affimer reagents are ideal for applications such as this, not only because of their sensitivity and specificity, but also because of their robustness, which is essential when being deployed in real-world situations, such as real-time waste water analysis.
With the spread of COVID-19 continuing to accelerate globally, we are proud to work with partners like Integumen to provide our Affimer reagents for development on a range of platforms to combat the pandemic. This collaboration has the potential to deliver a product that will play a crucial role in the early detection of COVID-19 hotspots around the world.
Just as a pointer, if people want to buy shares in the worlds largest companies at a reduced risk, just buy into Fundsmith Fund, or for Tesla fans try the SMT trust fund - SMT.L.
Easy way to gain some of the worlds biggest companies into your portfolio. Many pension funds have these as staples in their portfolio.
No advice given!
Avacta is my strong buy!
Cheers Rich
The total number of cases in the US was 66,528 in one day. A new record! Even the UK has recorded 650 new cases.
If anyone thinks the market for testing is going away, they are very wrong indeed.
Scary numbers.
Cheers Rich
The series of notes from Myles McNulty - aka "AIM Chaos" with a full explanation of the potential for Avacta:
https://aimchaos.com/
Cheers, Rich
The Introduction:
Avacta is a Biotech company with two operating segments, the Therapeutics operations based at Avacta’s Cambridge site (pre|CISION™ ) and the Diagnostics operations ( Affimer® ) in Wetherby.
The Expertise!
Avacta has two key areas - Affimer® technology a uniquely developed technology which is used as a diagnostic to find virus’s based on a human protein called Stefin A. The Affimer® platform is Avacta’s proprietary therapeutic platform with its intellectual property covered by several patent families.
Projects:
Affimer® technology projects with LG Chem just on licensing can be worth up to $310 million.
ADC project backed by Astra Zeneca for PBD Warheads - loaded affirmer drugs $500 million.
A joint venture in South Korea with Daewoong a leading Korean pharma company, to develop the next generation of cell and gene therapies, incorporating Affimer proteins to enhance the immune-modulatory effects. Avacta holds 45% of the business but the finance is provided by venture capitalists where the market potential is still too large to actually pinpoint as there are NDA's in place so the market information can't be shared. Huge potential!
The huge project with Affimer® technology with Moderna which again will give drug deliveries for mRNA delivery is still progressing. Huge potential!
Affimer® technology to detect Covid19 using Antigen tests the partners are Cytiva (LFD) and Adeptrix (BOMS) with distribution through 4 Mass Spectrometer suppliers (both close to production)
There are existing 5 other Affirmer evaluations progressing, 17 other projects already delivered for evaluation, and a further 7 development projects initiated!
The Expertise:
Avacta’s pre|CISION™ technology can be utilised in a drug conjugate linker or to generate chemotherapy pro-drugs that are only activated in the tumour.
When added to a chemotoxin, the pre|CISION™ substrate prevents the chemotoxin from entering cells and therefore renders it inert until the substrate is cleaved in the tumour microenvironment. Using this pro-drug approach, the systemic exposure to the chemotoxin is dramatically reduced, and the safety and therapeutic window of these powerful anti-cancer treatments are improved.
The projects:
pre|CISION™ partnerships which are looking to start with opportunities in AST, Breast and Ovarian cancer the EU/ US market potential is around $1.5 billion.
Research Opportunities for the reader:
Broker Note: https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/28b0a706-057a-4dda-bc5f-e24c2afca3cd/AvactaGroupplc_24_6_20_FINAL_BG.01.pdf
The last Presentation:
https://youtu.be/DzoxXCB4or0 - from 1hr 33min 50 seconds
Latest from Avacta: https://avacta.com/how-diagnostic-test-performance-is-measured/
A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/06/avacta-group-update-ii-part-iii-1.pdf
Investment for 2020, it sure looks good!
Cheers Rich
Good evening everyone,
I have had a quick check in a few times over the last couple of days. So very good discussions taking place. I have been very opportunistic with some more buys as the price has dropped. I keep thinking why are most investors so impatient. Everyone reads what Warren Buffet says with respect to building and holding and having researched wait for the market to catch up. We have had chapter one, the seeds are sown and the most important work with respect to the two Covid19 testing is in place. The news about production partnerships must be close, the news that the assays are being transferred are close, the news relating to a partnership to produce a neutraliser for the virus is close. Q4 should see the start of one of the most important cancer chemotherapy stage 1 trials commencing. The accumulation of the projects are sure to bring great reward. The virus continues to reach higher and higher numbers across the globe and the final impact is nowhere near reached. The UK investors have gone a little cool, because they see the UK going back to a new ‘normal level’, but the world is far from that.
The world markets have been performing way ahead of the reality, but reality is about to set in. UK news about job losses and a complete reset is coming, and the last 4 months has changed the way we all do things. This will have a huge effect on the market, until life can be reset again. The fight to ensure mass testing, a treatment that can be relied on and even more important cancer patients get chemotherapy treatments without side effects resulting in multiple hospital treatments due to super low immune systems and neutropenia which are the oncologists and patience worse case situation is critical.
Avacta, have multiple solutions ready to be taken to the next level. We are so close. Rewards come to the patient.
When the impatient sell, the smart money continues to buy. That remains my position here.
Will we get any news tomorrow, we all hope so, but next week must be the start of some really good news flow.
Too late? I don’t think so!
Have a good evening.
Cheers Rich
Good evening all,
Well the awaited news is taking the time in needs, the market markers have lowered the price, scared a few maybe into selling, but just to make the most I have added another £7k today. No sells (although I wished I had sold a few on opening).
We don't know when the next RNS will come, but we know there are many due and all will have a significant impact.
Some may be getting twitchy here, but look at the global situation. When everyone goes out in August for the subsidised meals out and cheap days out the risk will increase here as it will across the world. The government have to do something to boost the economy! But what will happen with the virus. Our test will make a huge help in keeping places open where possible.
There is still no doubt in my position here and I have continued to build it and will do more as I see fit.
I am not all in and will never go all in, in any share. I think we will see a trend upwards of the days ahead.
Cheers, Rich
Global2017, far from me or anyone advise you with your investment plan. But given that the share price normally spikes on an RNS waiting for the share price to drop before selling makes you sound a little foolish. Normally people invest low and sell higher. Not high and then sell low. If you have too much money and you need to give it away there are many charities in great need at this time.
I would suggest you create an upper limit to sell each morning just in case there is an RNS at around 10% above the SP at the close of the previous day and at least you should make some money out of the situation.
I sometimes read comments on the board and I fear for peoples wellbeing!
I hope you are well?
Cheers, Rich