Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Excellent post Gazala69.
The opportunity that Avacta have to on deliver high doses of chemotherapy to destroy cancer cells and save lives and reduce the side effects for cancer patients is not only a very important development in oncology it will save lives, potentially the need for intrusive surgery which can change peoples lives for ever after becoming cancer free and it should save billions of £/$ around the world.
I still believe if the phase 1, in body trials deliver as good a result in humans as they have in live animal testing then this could be one of the most important developments in oncology for years. What we have to remember is that are using existing approved chemotherapy drugs. The use of the pre|CISION technology is in the delivery directly to the cancer cells. This is absolutely a new technology.
The value for share holders long term from this technology is likely to be way above any value from Covid testing as a long term revenue. However, if Avacta do succeed with marketable BAMS, ELISA and POC LFT Covid19 products sold on mass then this company has a huge opportunity. As has been made very clear if the UK government are prepared to buy a test which is way below our standard with a massive order, especially made in China. How much more willing would they be to switch the contract to a UK designed and manufactured test infastructure with much higher S&S if we get all the solutions completed, tested and validated. I would say it is highly likely.
One other point after this weeks massive over reaction to the Vaccine news, I think it is clear now that any vaccine development will nit remove testing from any global economy for many years to come and we will are highly unlikely to see a the same market reaction again. I fully expect to see a positive move over the next few weeks and with news on the AVA6000 and testing upscale to market we should see a very positive market reaction.
I will leave you all in peace again. Keep safe and I would not give up on this great company.
Cheers, Rich
Well hello one and all!
What do you want me to say. There is nothing right now to report.
This company has an exceptional future, multiple potentially huge revenue streams and I remain fully invested!
I keep an eye on Myles, but my investments are mine and we may both hold some companies in duplicate, but I am not in his circle of friends and he is not in mine. He has commented on my posts and I have on his, he makes some very astute investments. He is certainly a very respected AIM influencer for many, he has experience as a fund manager so why would he not know what he is doing! Many follow his every move and you could learn much from that. But he researches companies invests and makes comments on why he has made a decision to build a position. He does not follow the herd, they follow him and it makes him more money! that is the power of an influencer!
I hope you all keep well and I wish you all the best with your investments. If there is something I feel worth sharing I will but currently we await the next big news from Avacta.
Have a good weekend all. In the meantime find something interesting to discuss or read the Avacta website and watch some interviews with Alastair Smith. Much better place to research than this board in recent weeks.
Cheers, Rich
They are coming very soon!
What a difference they are going to make to global testing.
Exciting times are very close!
Oh yes and I did top up today. Well why not this morning it was so low! Now we are on a new trajectory.
Get ready for fireworks....
Cheers Rich
Well MFM, I am unfortunately not able to spend much time on the LSE boards at this time due to business commitments.
All I can say is there are some interesting contracts going around for manufacturing of new types of Covid19 tests which are close to manufacturing ramp up.
I think AS timing to have to sell to expand his family home may have been a little to early. But you can’t time every thing to perfection.
I don’t think it will worry him or investors here.
Next week could be very interesting if we see some news updates.
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. A revelation in the pharma world.
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 (BAMS) 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! Just the start!
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 investors:
Key Investors - https://avacta.com/investors/key-information/The last Presentation:
https://avacta.com/wp-content/uploads/2020/09/Avacta-Group-plc-Interim-Results-September-2020-v2.pdf
Latest from Avacta: https://avacta.com/news/
and https://avacta.com/investors/documents-presentations/
A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/10/avacta-group-update-iii-part-i-1.pdf
A great Investment for 2020 and beyond!
I think you SP predictions are some way off. I think you will find anyone with experience on the charts will be seeing a significant upside next not a down trend.
Next news is imminent and I don’t think people are expecting anything other than good news.
We are holding nicely above 181.
Cheers Rich
Nice peak up to 208 this morning, then bottom at 192/193. Next stop £2.xx no news required just more rumours. The next news will be significant and take us to a much higher level.
Always good to add more as I have today.
Have a great day.
Cheers Rich
Avacta is putting plans in place to expand Affimer-based LFT production through third party developers. The rationale is simple: if the global market for SARS-CoV-2 detecting LFTs is half a billion or more units per month, there is simply no way that Avacta will ever be able to meet this demand. Why not then lease out the Affimer technology to major IVD players, for them to use instead of monoclonal antibodies in their own-manufactured, branded and distributed LFTs?
Such partnerships would remove the development risk for Avacta itself, as well as commercialisation costs. Instead, the Company would receive royalties on each and every LFT sold, regardless of the branding. The ultimate goal for Avacta is simply to ensure that its Affimers are used in as many models of LFTs as possible.
Think ARM processing chips in numerous different makes of smartphones and tablets. Think Mercedes or Ferrari engines being used by multiple Formula 1 racing teams.
Thanks to Myles McNulty for his thoughts which are a strong opinion.
Of note, only Abbott Laboratories and Access Bio have received Emergency Use Authorisation (‘EUA’) from the US FDA.14 It is significant that both tests (which are for professional use only) were clinically validated using samples from patients that already showed symptoms. Both tests are (for now, at least) only intended for use on patients showing symptoms.
Swiss giant Roche is launching an LFT imminently, which does look of higher quality than those of Abbott and Access. Yet it still will be a professional use only diagnostic product.15
Sona Nanotech’s LFT has, in our view, certainly not met the requirements for a consumer use product.16 It has still not been granted FDA EUA for professional use. We no longer consider the company to be a viable competitor to Avacta.
We would also highlight that NASDAQ-listed OraSure Technologies, which is at a similar stage to Avacta in its product development, in August announced that it had abandoned its attempts to produce a saliva-based LFT:
To our knowledge, this places Avacta’s LFT as the only high quality LFT in development, globally, that is using saliva as its sample of choice. It is the simplest of tasks to comprehend how saliva is infinitely preferable to nasopharyngeal swabbing, especially for population-wide, at-home testing. Just consider that enormous sub- population of almost entirely asymptomatic cases – children.
All of the above-mentioned competitors are using mAb-based reagents in their LFTs. Only Avacta is using Affimers – and only Avacta is pressing ahead with saliva sampling. This speaks volumes about the superiority of Affimers over mAbs in in-vitro diagnostics.
And to remind readers: Avacta has, through its patent protection programme, global, exclusive rights over the usage of Affimers in IVD medical devices into well into the 2030s.
Myles paper which I shared the to earlier has this to say on the matter:
In previous notes, we have suggested that the global market for a high quality LFT (that is of high enough sensitivity and specificity to be used for general population screening) could be several billion units per annum. In recent months, it has become apparent that, on a worldwide basis, demand could significantly exceed our initial estimate. The UK’s Project Moonshot, for example, is aiming to test up to 10 million people per day by early next year. Now consider that the UK population equates to less than 0.9% of the global population.
Avacta itself has been more conservative and suggested that the UK market (alone) could be 120 million tests per month. It is now being reported in the UK press that Avacta’s LFT will play a central role in Project Moonshot.12 Last week, a document posted on the UK Parliament website also validated the rumour that the Government is interest in both Avacta’s LFT and BAMS test.13 It is thus entirely reasonable to assume that the 120m per month target market that the Company has suggested in recent presentations, has been guided by what the UK Government itself has requested Avacta to manufacture.
In light of our assumptions set out in our 24.06.2020 Update Note of £10 per test and a profit before tax margin of 30% (which we still stand by), it is understandable why Avacta is currently valued at £460m, despite not having commenced sales of any COVID-19 focussed products.
If Avacta successfully completes the tech transfer to BBI, and clinical validation is in line with management’s expectations, then the global market for such an LFT (namely, one that is accurate enough to be effective for at- home use) would be multiples of the UK market. And, if the tech transfer is successfully completed, that would signify that a manufacturing blueprint has been created, that could then be rolled out to multiple more manufacturers, in the UK and overseas.
With regards to competition, we feel that the total addressable market is so vast that a dozen high quality LFTs could all thrive and record substantial sales over the next 1-2 years. As such, our investment thesis for Avacta (specifically with regards to its SARS-CoV-2 LFT) is absolutely not impacted by emerging LFTs from other diagnostics players. As it stands, however, there remain very few quality LFTs in existence.
The basis for open LSE chat is for novice investors to discuss aspects of a company and gain insight from experienced investors and those with an eye for research.
Unfortunately there are so many people who love to take in the roll of being ‘trolls’ who amuse themselves by causing needless aggression and disruption for reasons which are totally unclear to investors and those wanting to share valuable insight relevant.
If you are feed up with these posts you can report to admin and explain your reasons. Alternatively you can filter the poster if they cause you offence. Maybe if enough people report these ‘funny people’ then we may get back to having a helpful share chat board which will benefit all.
I hope you agree.
In the meantime I will go back to playing a low profile. As my genuine thoughts and experience is clearly unwelcome.
Kindest regards to those who are sincere,
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. A revelation in the pharma world.
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 (BAMS) 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! Just the start!
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 investors:
Key Investors - https://avacta.com/investors/key-information/The last Presentation:
https://avacta.com/wp-content/uploads/2020/09/Avacta-Group-plc-Interim-Results-September-2020-v2.pdf
Latest from Avacta: https://avacta.com/news/
and https://avacta.com/investors/documents-presentations/
A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/10/avacta-group-update-iii-part-i-1.pdf
A great Investment for 2020 and beyond!
This board is totally useless to new investors!
The educated investors should use the filter and report button!
This company is set for so much moving forward but new investors looking in at a weekend hoping to learn something from investors with knowledge just get useless noise!
Best go to Avacta's website and start reading there!
Hello all,
I am not a regular on copper but been following ARS for years. I think this is a great time to buy in. So I have. Clearly having watched the recent interviews and brought myself up to speed away from LSE. This is a very good time to build a position.
Been a big vanadium investor for years.
Cheers Rich
I am sure many will know the large fund an investment trusts, it is very good that we have one of the most respected Baillie Gifford & Co Limited, holding 4.59% of the company.
They have funds like SMT, find more info here https://www.bailliegifford.com/
They don’t invest in companies without serious due diligence.
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. A revelation in the pharma world.
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 (BAMS) 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! Just the start!
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 investors:
Key Investors - https://avacta.com/investors/key-information/The last Presentation:
https://avacta.com/wp-content/uploads/2020/09/Avacta-Group-plc-Interim-Results-September-2020-v2.pdf
Latest from Avacta: https://avacta.com/news/
and https://avacta.com/investors/documents-presentations/
A good read from a well-known researcher is found here:
https://aimchaos.files.wordpress.com/2020/10/avacta-group-update-iii-part-i-1.pdf
A great Investment for 2020 and beyond!
https://aimchaos.files.wordpress.com/2020/10/avacta-group-update-iii-part-i-1.pdf
Definitely worth a read.