Member Info for RichKen

The latest interview of our CEO Mr Alastair Smith

https://youtu.be/cil4pGKSCWg - the key latest developments are very clear as well as potentially the most exciting prospect in the history of chemotherapy - targeted treatments with no or few side effects.

The value of the pre|CISION chemotherapy alone makes this company an incredible investment opportunity.

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 morning all,
I may not have posted here for a few weeks, but I have been keeping an eye on the vanadium world and held a tight grip on my holding here.
There was a lot of positives from last weeks Vanitec meeting and the future of the VRFB looks stronger than ever.
Bushveld Minerals have considering the fall of the vanadium price last year played a blinder. The results for 2019 were exceptional. The company returned strong profits and with the Vanchem acquisition they have the makings of a super vanadium company.
The comments I made yesterday on another chat board in response to BMN’s valuation was it will take some time to reach it’s true value. I don’t mean the current broker target, I mean a valuation that will reflect where the global renewable energy market uses VRFB as a key energy storage medium and the advantages of grid balancing using this technology is realised. Bushveld have the largest high quality resource and when this is turned on and both mines are fully at production capacity the value hear will be more than ten times today’s market cap.
My long term view remains very strong and today’s share price is totally oversold and incredibly low considering the assets, the profits and the massive upside potential.
I hope this clarifies my position to any one having doubts. I don’t have any.
Cheers RK

On a slightly amusing note, it is funny you should mention Zulu. Do remember the film and the moment with the bugle (brass trumpet with no valves)? What was it they said to him as he was about to try and blow it - 'spit man, spit!' Quite ironic given our LFD relies on saliva!
Movie time for me and Mrs RichKen.

Cheers, Rich

Ok folks you have listed the risks. Let’s see a list of the key points which will bring huge success to this company. Just for the sack of balance.

I will leave this to you as I don’t want to be seen as to positive. :-))

So I am not filtered. :-)) FOMO.
So what did you think to first qualifying of the year. A subject we possibly have in common and we can share views without coming to blows! Hope you aren’t a Ferrari fan boy PL.
verstappen is the strong one if he can grind LH down.

So come Monday morning if we have no RNS given the subtle nature of a certain poster ‘just for kicks’ we can expect a downward movement. That is fine for me as I am ready for taking more advantages. At the same time we might get any number of news items which could give us a huge lift off.
I think these little signs show us who are playing spread bets and who are investors.
It always amazing how some people don’t really have any care how they treat others.

I am still focused on where we are heading and the potential over the next 6 to 8 weeks is likely to see some if the biggest gains in Avacta’s share price.

Cheers Rich

RD, I have no idea of your experience in the industry as you are a avatar and you have your written word here. I accept that and your experience may be just as you say. But, I do know Ophidian (please check your spelling - no need to disrespect by spelling his name wrong - please), but I know his life experiences and have much knowledge of the huge pharmaceutical companies he has worked for. Just for the record, he is a truly top guy and he doesn’t have insecurities, and if you had the pleasure to meet him you would respect him too.
You might read the interaction between Ophidian and BigByteNow, also a BMN investor. He has made it clear he is not a medical expert but an investor (as yesterday with CS), we all try to research as much as we can and find key points which make a business not just a possible good investment, but one which has exceptional potential. I would assume that is why you are here too!
I try to treat people as I would like to be treated too. But, I will defend people I know and who have integrity.
Hope your post treatment goes well and not too much rain your end!
Cheers Rich

PL75 has never forgiven me for calling him an idiot when he tried to run down a post by my friend Ophidian who by now many of the readers of this board have realised has over 30 years experience in writing and development of protocols for pharmaceutical clients! Ophidian knows more about this industry than anyone I have met.
I am also suspicious of anyone who disrespects the work Avacta have achieved this year by changing the name in a ‘non endearing‘ way. Subtle change to a ‘w’, I am sorry if my humour does run in that way. There are enough wacta’s in our world.
This company is Avacta and it is going to help people’s lives if all aspects come to fruition as is looking likely based on the news recently announced by the company.
I know may appreciate PL75’s contributions and that is good that people can chose to add or detract from any points made.
That’s all from me for a while.
Have a great weekend!
Cheers Rich

RD, on BMN I bought in between 5p and 8p for my core holding. There was a chance recently in April to buy more at 8.8p - now at 14.75p, So your assumptions are incorrect. There are people including me who bought or added all the way up to 50p. Same as here, when the SP hit is previous peak at over £2.10. But neither company has found anywhere near its true value. BMN remains one of the most profitable companies on AIM and remains ridiculously under valued, patience will be rewarded to long term holders there. It remains a very strong long term buy. Sorry for off topic as I answer a question!
No investment goes up in straight lines, mining especially has commodity cycles and biotech companies spend years developing potential diagnostics and therapeutics and every now and again something comes along and bang the value is realised. This will happen here, likely to be very soon and at Bushveld Minerals over the next few years. My thoughts and no promises!
I hope this answers your question.
Cheers Rich

RD - I can assure you nothing I post is arrived at in any chat room. I was invited to join a Telegraph group which I did, but I have rarely contributed there as It is a closed group of anonymous people, this is a public forum which has moderation and rules, and if I chose to share thoughts outside my circle of friends and family I do it in public here or on Twitter.
I in the main produce as much information found in interviews, from news updates and the companies website and put them together in simple summaries for the benefit of all. At weekends many people pop in for a read and look for new potential investments or to find recent interviews. The summaries are there for all to use as they wish.
Despite the accusation from Dejavu, I have never been a pump and dump investor. I still have a very large holding in BMN, I do still hold a small amount in NYCT, but I did make the most of a very fast jump in the share price, which had nothing to do with my posting and everything to do with market sentiment. I am sure an individual private investor sharing research and personal thoughts which people do and should discuss will make zero difference to the share price. I am fully aware of the potential impact it could have on peoples personal investments if they follow the paths of certain individuals. I have made reference in many posts where I have considered the potential upside for the share price, theses are my own thoughts based on my own calculations or help from my business researchers.
As posters on a share chat forum, people make there own decisions and I always tell people as I am sure you would too, they set the deal to buy and they set the deal to sell. We have to make our own investment decisions.
I appreciate the support of many posters and in is very humbling when people say that it helps. This is the idea after all. LSE give us all the power to share our opinions on an individual company by having the flags which go from strong sell through to strong buy so they allow people to be free to share there thoughts.
With respect to company financials the only true information can be based on previous accounts. Everything for this year and years ahead are based on individual speculation. Investing based on company fundamentals gives a road map to potential earnings and future. That is why everyone (or most) who post on this and other share chat boards are invested. Unless they are spreadbet types. These are the real rampers and de-rampers. I do not and have not used spread betting. I invest real money which is hard earned through work or other investments to build future driven returns. These are in tax efficient wrappers like investment ISA’s and SIPP’s for myself and my good lady.
I hope this helps clarify any opinions given by people who have followed my posts but don’t know me. I am sincere in my thoughts and posts and will remain so.
Cheers Rich

I would ask all readers of the board, do you find posts which give multiple pointers to places to learn about Avacta helpful. I did when I started researching companies

Dejavu has been removed from LSE - aka Capa every week for years. He stalks certain posters, me included as I am always positive in my investments. Surprising really!
If you like my posts on where to research please recommend this post.
I am sure our new poster will be gone soon.

Cheers Rich

The question is with the current situation is the virus is around, still highly contagious and can be lethal. You are about to go into a highly populated area full of people either using PPE, masks etc, but with many not. The place you are heading for is becoming confined. What is the question on your mind? Has anyone around got the virus or are they a carrier?
The only way you will be sure is if everyone around you takes the test. The have you got the virus test? This the antigen test. Not an Antibody tests which asks have you had the virus? That is actually irrelevant in your situation. If you want to be safe in any confined public space you need to be sure nobody has it.
There is no clearer picture of why a very accurate and specific test is needed. Within the next month Avacta should have all partners and validation in place ready for production and global sales in August. If the hints given by Avacta’s CEO in recent presentations where he underlines the critical need of high selectivity and specivity you can be sure he expects the Avacta test to be the gold standard. If it is, then it will have better results than any other test on the market.
Put this in place with results in less than 10 minutes and you have the best tool in the world to keep the population safe.
Add to this a new development which could block the virus if you have symptoms and you have a one stop shop to deal with Covid19.
That is exactly why this company is a perfect investment for right now.

Avacta are about to deliver and the next 6 weeks are likely to see the fastest growth in the companies value, which is exceptional news for investors.

Cheers Rich

This is where they are looking to provide new chemotherapy opportunities!

Here is some more on the pre|CISION chemotherapy:

The targets for the future Affimer pre|CISION chemotherapy

Avacta has so much potential in this particular area.

The first is AVA6000 Pro-doxorubicin, Doxorubicin has been a standard of care treatment for advanced soft tissue sarcoma (ASTS) for 40 years. Treatment is currently limited to six cycles due to cumulative cardio-toxicity. However, the global market for this generic drug is still $1bn. AVA6000 Market Opportunity for three opportunities ASTS, breast and ovarian cancer, with peak sales for a safer and more efficacious form of dox in the US/EU alone is estimated to be $1.5bn pa with a 5-10% royalty to Avacta plus development milestones in the near term. This is an incredible prospect!

But then the opportunities to use the recent funds to develop the additional pipeline of pre|CISION pro-drugs, some of which have already been synthesized, with an addressable market of many $billions per year.
Including these drugs but not limited to:
• preCISION Velcade
• preCISION Paclitaxel
• preCISION Oxaliplatin
• preCISION Gemcitabine
• preCISION Capecitabine
• preCISION PARP inhibitor
• preCISION PD-1 Inhibitor
• preCISION AKT inhibitor
• preCISION Balixafortide

The combination of Avacta’s two proprietary platforms to deliver chemotherapy and immunotherapy in a single drug molecule has two key points:

The "warhead"
Released in the tumour by the preCISION linker chemistry.
• Selected to kill tumour cells and create an inflammatory event that recruits the immune system.
• Potential for a pipeline of TMACs using different immuno-active warheads

Then the Affimer Immunotherapy:
• Supports the immune attack on the tumour by blocking the signal the tumour uses to evade the immune system.
• Potential of a pipeline of immunotherapy and targeting Affimers including bispecifics

If the trials are successful with AVA6000 the developments in these other treatments will surely be accelerated. Within 2 to 3 years we could see the results of these developments being used in Oncology clinics around world saving lives.

This area has massive potential!

Cheers Rich

The latest interview to watch can be found here with our CEO Mr Alastair Smith

https://youtu.be/cil4pGKSCWg - the key latest developments are very clear as well as potentially the most exciting prospect in the history of chemotherapy - targeted treatments with no or few side effects. The value of that development alone makes this company an incredible investment opportunity.

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

Here is some more on the pre|CISION chemotherapy:

The targets for the future Affimer pre|CISION chemotherapy

Avacta has so much potential in this particular area.

The first is AVA6000 Pro-doxorubicin, Doxorubicin has been a standard of care treatment for advanced soft tissue sarcoma (ASTS) for 40 years. Treatment is currently limited to six cycles due to cumulative cardio-toxicity. However, the global market for this generic drug is still $1bn. AVA6000 Market Opportunity for three opportunities ASTS, breast and ovarian cancer, with peak sales for a safer and more efficacious form of dox in the US/EU alone is estimated to be $1.5bn pa with a 5-10% royalty to Avacta plus development milestones in the near term. This is an incredible prospect!

But then the opportunities to use the recent funds to develop the additional pipeline of pre|CISION pro-drugs, some of which have already been synthesized, with an addressable market of many $billions per year.
Including these drugs but not limited to:
• preCISION Velcade
• preCISION Paclitaxel
• preCISION Oxaliplatin
• preCISION Gemcitabine
• preCISION Capecitabine
• preCISION PARP inhibitor
• preCISION PD-1 Inhibitor
• preCISION AKT inhibitor
• preCISION Balixafortide

The combination of Avacta’s two proprietary platforms to deliver chemotherapy and immunotherapy in a single drug molecule has two key points:

The "warhead"
Released in the tumour by the preCISION linker chemistry.
• Selected to kill tumour cells and create an inflammatory event that recruits the immune system.
• Potential for a pipeline of TMACs using different immuno-active warheads

Then the Affimer Immunotherapy:
• Supports the immune attack on the tumour by blocking the signal the tumour uses to evade the immune system.
• Potential of a pipeline of immunotherapy and targeting Affimers including bispecifics

If the trials are successful with AVA6000 the developments in these other treatments will surely be accelerated. Within 2 to 3 years we could see the results of these developments being used in Oncology clinics around world saving lives.

This area has massive potential!

Cheers Rich

The question is when and will the numbers not only exceed the positive position that Sons have, but be available at speed to a greater global customer base.
The sure point is the would needs accurate and fast testing and with a global population heading towards 8 billion people there is a market for all.
Our hears will stop if we get suspended for a pending announcement. It goes to show the expectations attached to truly exceptional tests.
Avacta cant be too far behind.
Very exciting times are coming. But we have two types of test and the up and coming virus neutraliser! What will that be worth?
About time we had an RNS! Lull before the storm?
Maybe...
Anyone else a little excited!
Cheers Rich

It is interesting as more and more people see the work that Avacta has achieved and is achieving they realise the huge potential here!
Very exciting hold for me.
Cheers Rich

There is no doubt that different businesses are working ways to decide on risk. The point is if you want a business to operate with 100% safety then you need to test everyone coming on site every day. That needs low cost mass manufacturing and the price of £2 may be workable. But, I am under no illusion that we are many months away from that. Initially our POC test with the best ‘accuracy’ will be for places where the risk is high and it will be used to protect vulnerable people and potentially in aviation where people have to travel. It may be some time before the price of our test falls below £10. The demand for months will outstrip supply (excuse the pun). But if demand becomes so high, then through scale the price could easily fall. This will be decided if they drive the costs down. Which is not the usual model in the pharmaceutical industry!
Many businesses right now scan people’s temperature on arrival, provide visors / face masks / gloves and encourage regular use of antibacterial gels. The cost of mass testing really needs to be inline with the PPE costs.
It will be very interesting how this plays out.
Cheers Rich