Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Girlupnorth, this board needs as many contributors as possible sharing valuable information. It is very sad and unfortunately exactly want some regular posters have been trying to do by dominating the board.
The benefits to those looking in is seeing lots of links to good information about the company and its many potential revenue streams. Exactly as you have been doing. LSE at least has a share chat forum which has an administration team who don’t tolerate bad language and personal insults.
Since June we have seen many regular contributors disappear from here. Not because the company is doing anything wrong, but because people have been drowned out or insulted.
Yesterday’s situation was extreme and a barrage of insults is not great, but that is life. If everyone had t give more traceability on share forums they wouldn’t be so keen to act in the way they do.
I am sure what ever happens on this share chat, the company will deliver on multiple fronts. I wish you every success with your investments and with your Avacta holding.
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|CISIONâ„¢ 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|CISIONâ„¢ 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: https://avacta.com/wp-content/uploads/2020/08/Turner-Pope-Research-Note-6th-Aug-2020.pdf
The last Presentation:
https://youtu.be/DzoxXCB4or0 - from 1hr 33min 50 seconds
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/2020/06/avacta-group-update-ii-part-iii-1.pdf
Investment for 2020 and beyond , it sure looks good!
Cheers Rich
Thanks Vegus22. Kind words.
Let’s hope everyone can focus on what this board is about please and that is what Avacta are doing and trying to achieve.
The company has made huge steps forward and the whole work force have put in huge effort under the leadership of Alastair Smith. Hopefully, their efforts will be rewarded with meeting their own goals of selling millions of tests to help make our world safer.
Let’s hope the therapeutics business is able to deliver completely safe stage 1 AVA6000 trials and they go onto successful completion and execution of the targeted chemotherapy treatments. One in three people in the world could benefit from that success story if they can safely deliver it.
Have a great bank holiday all.
Cheers Rich
noviceInvestor1 - before you make all your amazing assumptions on a route of investment operandi- you may want to watch this presentation - https://webcasting.brrmedia.co.uk/broadcast/5e985bc231da814c9fc6a477
This underlines all that is in the pipeline for Avacta. There have been multiple new items since this presentation which will and have influenced people’s expectations and decisions in buying or selling. You will find all you need here. But I am sure you know all about investing and research.
https://avacta.com/news/
Just to be clear to all investors, we all have attachments to certain sectors for our own reasons, but all successful investors are here to maximise returns on their investments. People do as the see right to improve their lives and their families lives and there is nothing wrong with this. You should all do what suits you best to meet your own targets and decisions. Investing is always risky and only you can decide when to buy and sell.
I standby my research on Avacta and the huge contributions from many here which build up a very valuable picture of the direction of the company and the market and each of you can gain a feel of the direction. I expect September to be a huge step up in Avacta’s progress and the share price to reflect this progress.
BAMS and the POC LFD news will ignite the rises. The battle is to keep people safe and enable the economy to progress, preventing the high risk of a second worldwide lockdown situation.
I hope the development of the virus blocker is also developed to a useful product. The value of the partnership with Daewoong should bring a huge step to treatment of the virus if successful.
Cheers Rich
Sam, the only important point for the whole board is where the SP is going. It’s direction will be driven by sentiment, news flow, sales and results. What any individual buys and sells is for that individual. My decisions to buy or sell can change from news and direction day to day. So sorry I will not be sharing my buys or sells with codes. The market makers often hide large trades up or down.
Investors need to focus on their own goals and targets and stick by them.
If you want to understand more on Ideas of investment strategies you should watch this interview https://youtu.be/45__udIs1SM
May help.
Cheers Rich
No ‘noviceInvestor1’, your assessment as my situation as a stalker is very wrong indeed.
First of all why would any investor look at selling their Avacta holding when the share price is at 164p when it is going to rise through two major news items due in September. BAMS will push the price over 200p and our LFD is likely to push 400p and with upside north of 600p through October.
When I said now is the time to increase ones holding, I meant it.
Through this winter, we are highly likely to see the need for mass testing grow and grow. I fully intend to be invested here through AVA6000 stage 1 trials and way beyond.
As for other investments I hold, I am delighted to be making the moves required to grow our investments in a positive way. As you read the other board on a regular basis looking at your posting history, you will be well aware why increasing the holding in BMN through Q4 would be very prudent.
On the subject of selling shares in investments, clearly some people would like holders to announce their sells, give all reasons and wish holders the best. To be fair to investors who are new or who are in a different phase of a company’s growth cycle, it is somewhat discourteous to people when some people who have built large investments say they are selling up. It could cause a share to fall unnecessarily. Many investors will take off some profits into a steep rise, either to bank the gains or to move into new up and coming investments. This is a totally normal investment strategy. However, as they say in F1 to be fast you need to be in the best tyres. When investing you need to trust your research and when the share prices is likely to rise you need to be invested in the right part of the cycle.
There are surprises, look at Tesla. The logic said when the share price was 350$ it was over priced, no profit etc. But 5 months later their sharp ice has hit a high of 2300$ this last week. Some brokers have suggested that Tesla could break 7000$ per share within 5 years.
The question is with 18 months of Avacta diagnostics test sales and successful (hopefully) in body use of Affimer technology in the pre|CISION chemotherapy treatments the value of Avacta either through multiple successful partnerships or a huge take over could deliver huge returns.
People have choices, I have shared many thoughts on various share chats on LSE. I am a positive person, I don’t waste energy on negativity. I look for the good. Many love doom and gloom, if that is your outlook I hope it makes you as happy or as miserable as you aim to be.
Life is too short, I am looking forward and I hope and trust Avacta will succeed on the path and I will be here for a long time yet based that expected on success.
I may not post here multiple times or on other boards, but my belief in my investments remains very positive.
Cheers, Rich
No he is not. If I say I am buying, I am buying.
There will always be people who judge people incorrectly.
When I bought into Novacyt I believed it had huge potential. I was right it did and still does. Just because I don’t post on there now doesn’t change it’s incredible contribution to Covid19 testing. It remains one of the biggest contributions to herring people tested around the world.
I remind those trying to discredit me, that my wife was seriously ill with cancer last year. A good friend introduced my to Avacta and it holds a huge opportunity to make a massive change to the treatment of tumours and cancer with targeted delivery of chemotherapy. Anyone who has gone through or seen loved ones have aggressive chemotherapy know the effects on their loved ones. I am very blessed that my lovely wife has had surgery and treatments which have given her much of her life back. But, the side effects of chemotherapy are still visible.
So certain people may decide to attack me moving some of my investments to Avacta. But it is my choice and yes I do think the opportunities here are huge.
With respect to doubling my investment here, no I have not one any lottery and I don’t play the lottery. But, I could move investments and indeed add massively to my holding here. Given the opportunity it may prove to be very timely.
Covid19 testing is massively important. Targeted chemotherapy is even more important.
I only share what I think and believe to be right. Anyone who posts here can do so for their own agenda or to help others.
People are people and that make their own decisions.
I wish everyone well and hold no grudges. Have a great Sunday.
Cheers Rich
Good afternoon Avacta Share holders and obsessives!
So I think most know that although I invested here mid April after looking at the pre|CISION AVA6000 potential. The momentum in the share price came after the realisation that Avacta diagnostics division where going to be providing two opportunities to bring significant revenue from new Antigen tests which had and have the still the potential to disrupt the market. The 14th of April was a huge day in the first step up in the share price. The step change in the next 20 days was huge, and the peak was reached on the 26th May. But anticipation of results since has kept interest amongst those well researched investors very strong indeed. Who would have thought that a massive buying opportunity would come on the 15th June when you could buy below 100, with a another peak on the 21st August at 199.56.
The market has been somewhat up and down. But we await two key triggers in the September:
1. BAMS - a lab based Antigen test which should be able to process batches unto 1000 tests at a time producing some of the most specific test results in less than two hours per batch. The Affimers used from Avacta can be tweaked easily to identify variations in the virus and potential have tweaks to pick out other Covid based viruses, if required.
This will be the first major kick for the SP and will likely give us a lift well over 210. I think we have been expecting this news for a few weeks, but it really should be delivered in the next two weeks.
2. The Avacta LFD - a Point of Care Antigen test which will be the most important market disrupter in the mass testing market to hit the world since the Covid19 virus kicked in. With the right S+S validation and production capacity from BBI and hopefully new additional partners we should see the SP quickly rise to 350 to 400, if not higher. If the market reacts well to the test and we are able to secure multiple global contracts then through the next 4 months we may well break through 1000!
But those two points will be nothing compared to the the next one:
3. Stage 1 Clinical trials of the AVA6000 pre|CISION therapeutic for delivering concentration of chemotherapy to a tumour in a human. If this proves successful the value of Avacta shares will go through the roof as the value of a successful trial is massive. I think I am not alone in thinking that this news will open the eyes of some very large Pharmaceutical giants and there may well be some very big interest in acquiring a very valuable IP which will come in the form of a a very interesting offer.
If we don't have that interest and we go on to develop the technology our value will continue to grow and Avacta have the potential to become a global successful biotech player which should lead to multiple listings and certainly a FTSE listing.
The accumulation of success on all three of the above will give current share holders and new ones significant returns!
Cheers, Rich
I would not be surprised to see Avacta using specific Affimers in BAMS offering screening to show, if the symptoms are Covid19/flu/a common cold, similar to the announcement from Novacyt. How easy would it be for Affimer Technology to be used in this way. We have already said we can use BAMS to identify mutations if the virus, so to identify common Covid strains should be easy.
Cheers Rich
Milkman87, in life we have few opportunities to support someone in real need. Thanks for sharing with us all Charlotte’s urgent need. When we face personal challenges it is amazing when people get involved and share love and kindness. Please send Charlotte all our love and best wishes.
Cheers RK
Captain Stanley, I can assure you I am in no way a 'Messiah'! There is and will only be one! (Not Myles). I have just bought very heavily into Avacta and I believe it will be a highly successful business based on the information presented by the company, its target projects and for me as well as others it targets a market very close to my heart. I think there are many people who are excellent at research and putting forward very good presentations for why a business can and is highly likely to be successful. Myles, BigByteNow (currently on holiday) and many others with excellent business back grounds as well as those with years of knowledge of project or business development.
For me, I just want to present what I have researched and share good practice of investing in a wise way. I wish I had more time at this moment but my own business is very busy and I don't have as much time as I would like!
My support for Avacta and a few other businesses remains as strong as ever. I still see Avacta as a business with a multi billion £ valuation within 12 to 18 months.
Cheers, Rich
We cannot find the words. The response to our GoFundMe campaign has been astounding and we never imagined we would get this far. I want to thank you so much, from my heart.
This cancer is very aggressive. I am seeking out and speaking to different specialists, however, at the moment there are currently very limited treatments that aim to cure. The treatment I am looking to have now & hopefully in the future is aiming to prolong my life and keep the cancer at bay. I will not give up the hope that we can find a cure. I can’t express how much your support, sharing & donations mean to me. Your generosity means that I don’t have to worry about accessing treatment now and in the future as more options hopefully become available. Although I don’t know how I will respond to treatment, I’m hoping that through medical advances, my life will continue and I’ll be able to do the things I’ve always dreamed of. I am therefore planning to live my life to the full for as long as current and future treatment allows me to. And that is thanks to you all!
No selling from me! I think we are getting closer and closer to news and when that drops in the price will rise!
It is very interesting that over the las two days when the prices is dropping we get certain contributions from people who mysteriously disappear when the price is rising like last week. Eitherway, I have huge expectations on what is going to happen and the market reaction to a test with very high S&S, results in less than 10 minutes and a cost which the UK and the world can easily afford. With all the validations in place and no risk of rejection we will be very strong. Good things are coming to those who have been patient and remain faithful. Over the months we have had many posters on this board with huge exceptions but many seem to have evaporated. They will kick themselves when this progresses.
I am sure that even with everything in place for dealing with Covid-19 testing, the mega value will come from the targeted chemotherapy from the pre|CISION warhead delivery. Almost every cancer treatment needs this and the world and its people will be much happier when the treatment is in place. People like Charlotte would hopefully be in a much better place with their tumours and cancer cells destroyed. I am sure many at Avacta have these thoughts in mind as they push to get the stage one trials completed as soon as they can!
News on all sides can never come soon enough for everyones benefits!
Cheers, Rich
Good afternoon all,
Just to say that Charlotte is very close to reaching her goal of £150,000. I think she is now only £520 off the target.
I am sure she and her family will be touched with everyones kindness. People on this board, across LSE and the whole country have been sharing and giving. Quite a remarkable effort! I am sure we all wish her success in her treatment and join in wishing her all the best in her treatments!
If you would still like to contribute the link is: https://www.gofundme.com/f/nq6xu-help-charlotte
Thanks for your help!
Cheers, Rich