Member Info for RichKen

There is a real buzz about the place today! The new interest and the upside potential here is really going to be making some noise.
Our range of Covid19 tests are going to be revolutionary, BAMS lab test, LFD POC test, inline water testing - could the pet test be next?
The realisation of the real value of AVA6000 has been seen with the AZ news today what targeted chemotherapy is likely to be worth as a starter for 10!
But let's not forget the impact of neutralising Covid19 therapeutic as well as many other partnerships already in place.

A strong finish to today after the early morning dip means we are in a good place if the next significant news drops to take us back above £2.

The next 3 months interns of the company realising a huge step in valuation and real profit month on month is looking very exciting indeed! Sorry for being so positive today but it is just the way I see it!
What a great Monday - I am very happy with above 6% up! What will our MM do with the closing trade, mark us up or down?

What will Tuesday bring?

Cheers, Rich

So let’s just call it £25 to £30 per share for next year Covid19 plus AVA6000.
I think Myles has just underlined my point. This is a screaming buy! In my opinion!
Cheers Rich

Blownitalready, yes that is just the value of the AVA6000 pre|CISION chemotherapy treatment.
Covid19 value is in addition to that.
That is my view based on the AZ story.
Cheers Rich

Sorry that should be £18.70 per share. Using the new share register! Sorry for the error.
Cheers Rich

That is not the value RichKen puts on it, but AstraZenica!

Goes to show that partnership could be with £4.7 billion. If you read up on it, you will find it is targeted chemotherapy. Similar to our AVA6000. So if anyone wants to understand the value to Avacta for our pre|CISION therapeutics it is £4.7 billion or £23 per share.
Cheers Rich

I have said many times the real making of Avacta is the targeted Chemotherapy. That was the reason I started this post.

However, we are talking tasing which is the immediate gain for Avacta! So let us look at this, Avacta have many competitors in the market right now. All over the world in many different formats. But if we focus on the point of care material flow test. Why do I think the numbers will be so high?
It is likely that this test will be the only test you actually need. Accurate, very fast, no swab, just a small saliva deposit on the test strip and an answer which can be taken as good as any lab test currently available. Then you have that it it is tiny, easy to ship in quantity or in the mail. It can be used easily in any situation. The scale of production will mean it could become very low in production cost and with scalability that will bring the sales cost down. Then we have the real need when you consider mass testing, are you free of the virus? At work, when you travel, when shopping when taking part in any leisure activity.
Now you have an even bigger reason, the virus is expansing across the planet and even countries where they have relaxed the lockdowns the virus is coming back. The only way forward is mass testing for everyone. Then you can have a safe world. I maybe in a fantasy world, but if Avacta tick all the boxes here, then this could be a reality. These are only thoughts, the practicality of this will depend on the partnerships and the final results. But I am looking forward to hearing what they can achieve!
Looking for a blue week with strong gains!
Cheers, Rich

The current focus of this board remains the Covid19 testing program using BAMS and POC LFA for good reason. The success in this field using the Affimer technology should give super accurate and reliable testing in the fastest possible time at the lowest cost. Given the huge and unfortunately growing market for global testing this is a huge potential success story for Avacta. But this remains for me the beginning.
The successful clinical trials for AVA6000 delivering chemotherapy and significantly reducing or eliminating a cancer tumour with change oncology for ever. Think tumours being reduced or eliminated without or with massively reduced side effects. Note, that the chemotherapy drugs are all approved, the issue is currently the loading of the drug into the body to with reduced risk to other organs. The pre|CISION technology will be able to effectively give the loaded carrier laser guidance directly to the cancer cells or tumour and be able to eliminate or reduce the cells to such a level that the cancer is gone or almost undetectable. That is the goals of this treatment. Cancer remains the worlds biggest killer and the current situation is that almost 1 in 3 people will get cancer in their lives.
The success of the preclinical trials as given by the company from lab testing is so very promising that when the 3 stage clinical trials take place, hopefully delivering success across multiple patients, the demand for this new delivery technology is going to be massive. Given the current cost for the drugs, the treatment of patience and the cost of care through the treatment programs of cancer patients, the value to oncologists and patients is beyond measurable. The value that this can and most likely will deliver to Avacta is to be honest very hard to be able to put a number on. But to investors here today who stay the course through the BAMs and POC LFD testing systems and into the AVA6000 pre|CISION chemotherapy treatment therapeutic are going to see in my opinion some of the biggest returns on investment in any biotech business in the UK. I feel that over the next 2 years the returns here are likely to be staggering!
Anyone agree?
Hope you are having a great Sunday! Keep safe!
Cheers, Rich

Err..Spain is off limits!
Viva La Avacta!

So Spain oils off limits again!
No if there is as testing on all flights back to the UK. Spit, test and 5 minutes results. No problem!
Good night all!
Cheers Rich

Well it goes to underline the importance of ensuring that when a test is brought to market it is not only right with respect to S&S, it is fully validated and that the results can be produced very quickly. The ace card is likely to be a low procurement cost too!
Avacta are very likely to become a global name for Covid19 testing and if that becomes fact the Affimer technology is guaranteed to be developed to the next level. So let’s look at the global market for testing - I think I said 1.4 billion tests per month. 1/5th of the global population. Starting to sound more and more likely.....
I think we are going to see a very nice rise over the weeks ahead. £5 leading to over £10 before Christmas. Only an opinion, not a fact yet...
Cheers Rich

Are Avacta about to start producing 8 million POC tests per day?
https://twitter.com/budfoxaim/status/1286261790070931456?s=21
That would get people here a little excited.
Cheers Rich

Good morning all,
I fully expect that the results from the CONDOR validation and testing for both BAMS and our POC LFD Covid19 test systems to be out of the box the best in the world. Avacta have made a huge amount of the ability for the specific Affimer selection to achieve almost perfect results.
What we really want to understand next is who will be manufacturing them and what will be the capacity? Add that with pre-orders and you have all that is needed to bring the Avacta brand name to the front of Covid19 for all the right reasons!
I then fully expect the mother of all stock price rises.
The selection of our next partners will be very interesting indeed.
But, I still hope we can have a pre|CISION partnership announcement for the Covid19 virus neutraliser very soon. The acceleration of inbody clinical trials of the Affimer technology is so important to unlocking all of Avacta’s future.
I truly expect news on all points very soon. But I am not party to the dates and times any more than anybody else except the Avacta inner circle!
Have a great day all. I think we will have a blue day!
Cheers Rich

He does. Today is another step forward and the big news is the results of the verifications. But what will really set this slight is the LFD POC.
I have been very quiet because I am exceptionally busy on multiple projects with my own business. Avacta is doing all it needs too and I am very happy with my investment here.
My work here has been done. My holding is where I needed it and the key is patience. The world market for gold standard testing is unfortunately growing everyday and within a short time I expect the silence to be broken with massive news.
The SP will rise quickly then.
Cheers Rich

It would appear given the number of messages to my Twitter account that many believe I have sold out. Just to be 100% clear. I have not at all. My holding is reduced and it was completed very carefully and at no point did my sells effect the SP. in fact the sells I made were in rises. I have no interest in shorting this stick at all.
My comments on the Avacta board were short in content on BMN as I didn’t feel the need to argue the point with a clear BMN troll, who has plagued this board and certain individuals.
My participation in helping promote Bushveld Minerals and the Vanadium industry remains.
So please do not think I am in anyway not invested here. I have multiple investments now, and feel more comfortable with a broad and balanced portfolio. I may be more active on the Avacta board in the last few months but I have many other investments where I do not post.
In fact my time for posting is very much reduced at this time.
In time I expect my position here to grow again. This company has stunning fundamentals and nothing has changed. Short term and until the virus situation is under control single shares are very risky and that is why I decided to de-risk. My average is at 9p in the investment vehicle for BMN, so I am ok with this.
Cheers Rich

I think we may see news this week, but I also think we will see a blue week and maybe a strong blue week! Well I hope we do!
Have a good Monday all!
Cheers, Rich

Great the BMN stalker is resurrected from the banned position yet again! You follow or troll certain posters and you are clearly extremely bitter. My posting on boards where I decide to post is of course both looking at the companies fundamentals and it’s potential.
If you are invested most sane posters would share this information.
Everyone has the ability to do there own research and make there own decisions. If anyone buys in at a position after a huge rise without understanding the market is in danger.
The position of Avacta as a biotech company with multiple opportunities is very different from a single material miner and processor. Avacta are about to complete on multiple products and establish development partnerships for many other projects. Anyone posting here reading the Avacta website news tab and reading the companies RNS’s will see this company has huge potential.
Cheers Rich

Thanks Lochranzalad.
I share my thoughts and you may be a full on expert on Avacta and congratulations for getting in early. Every weekend new people appear on these forums looking to learn and places to learn. Hence I often share the introduction to Avacta. Judging by the number of recommendations I guess people find it helpful.
Knowing what is coming soon is also helpful. Everyone investing in a company should spend time reading and watching the information on the companies website. But, many don’t and just read share chat boards. I never apologise for sharing information, if none of us did this would be a useless website and have zero value.
You don’t have to read my posts. Nothing is compulsory here. Last time I asked if people felt my information sharing was helpful I received a very clear answer.
As for times that an RNS will drop, nobody knows apart from Alastair Smith and his close PR team. But for sure given all the signals from him the list of news items I shared earlier are the ones we are expecting. This week could well be very interesting. It could be a completely ‘non news week’ too, but I think given the rise on Friday that is highly unlikely. The MM’s don’t get excited and raise the SP after weeks of a hold pattern unless there is a sniff of expectancy. I think we have that.
If I was not confident in Avacta I would neither be invested or offering a small amount of input here.
I have reduced my posting here because I have been busy else where recently. But my holding here grows week by week and I have very positive expectancy of rapid growth over the next 12 to 18 months.
I wish all investors well and you too.
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 and beyond , it sure looks good!
Cheers Rich

Avacta have a pipeline of major projects which will transform testing and the virus containment!
1. Virus Neutraliser Therapy using the Affimer virus detection technology
2. BAMS testing for lab use from our partners Adeptrix
3. Avacta Rapid Point of Care saliva test with expected gold standard selectivity and specivity
4. Virus detection through filling waste water at specific locations giving early detection for communities on land and sea

But Avacta are more than a Covid19 testing company! Many therapeutics including targeted chemotherapy coming very soon in stage 1 clinical trials !

The weeks ahead are going to be loaded with highly influential news.

Cheers Rich