Germany, has already announced compulsory testing for travellers returning from some countries. The testing for air travel should be at checkin and on arrival to ensure all those travellers through hub airports are captured. Global air travel still surely is one of most high risk infection points with so many people in one confined space.
If governments and airlines don’t take this on, they are never going to prevent the virus spreading from country to country if they get to zero cases. Test and isolation is the only way.
Exclusivity deals for the POC or BAMS tests are in nobodies interest. We need only to subcontract manufacturing in different continents where possible and help those clients maximise production capacities, based on returns on investment. Avacta should already have information on capacities from each potential partner and intern the partners will need to know production forecasts. This will come from research from the commercial team who will be asking around the world what take up they would have for such a product based on the provisional S&S detail and the expected test result time. They will not want to release the information to the public domain until all this is in place as it would be commercially sensitive. That is why there is this quiet time. Investors have to wait this out. But when those points are all clear then Avacta can release the news. Of course once the CONDOR results are out this will be either released immediately or Avacta may ask for the information to be held until they are ready.
But, when this news comes it should have a huge impact.
If we see what we are expecting from this amazing new Covid19 test using a small saliva sample it will be:
- The most accurate and reliable POC test
- The fastest results
- The lowest cost
- The fastest selling Covid19 test in the world
- The only one the world needs, any time and any place
Those are my expectations and the potential returns for Avacta are likely to be interesting!
My thought for the day!
Have a good one and keep safe!
Indy, thanks for your kind words.
All investors know that one persons opinion is just that. It is an opinion. We don't know for sure what is going to happen next, what discoveries will be made and their impact. We have history and we have potential. When investing you have to consider the likely hood.
Look at Amazon, who would have thought a book seller would turn into the biggest online shop in the world. Who new that some crazy American who decided to put an electric motor into a Lotus Elise would end up with the worlds most valuable automative and battery manufacturers on the plant.
When it comes to company potential we can share thoughts and ideas and come up with potential models. But the reality is rarely the model.
I have mainly been sharing what the company has said and sometimes I have looked at what could be achieved and where that may lead.
I have always had a positive outlook on life and it it is easier to smile and be happy than it is to be down and miserable, even in adversity if we have a positive outlook then we have a much better position. In business I expect to succeed because I have the best products and I know they work. That is the best place to be. Be sure you have the best product, the best information and you have down your diligence on the situation and its potential.
That is why I am happy with Avacta and what it can achieve. We now await the results of hard work by the company and some nifty research by investors. Right product, huge market need, strong potential revenue.
Even if the there were multiple vaccines made available tomorrow, they only deal with the virus in todays state. Look at the flu vaccine it has to be modified every year. The role our for a vacinne takes years and you need billions of doses and the take up has to be huge.
The need for testing will be with us for a minimum of 18 maybe even 24 months. Once our POC test is completed, validated and for sale, you can be sure that Avacta and Cytiva will be making changes to move around any virus mutations and they will be able to do this very quickly, keeping the virus in check as the most import point which has been made by the WHO from the beginning you need to test and isolate. This is the only way to prevent the virus spreading. Even with a perfect vaccine, many will not trust it and refuse it. So testing will be with us for a very long time.
The other point to consider is that Avacta will not just produce one type of LFT and sit back. They will be looking at multiple other viruses and deceases which there new tech can be used on. I would expect to see over the years ahead many new tests coming out using Affimers giving very accurate diagnosis.
So Bram, I m expecting the SP to leap upwards very soon! Please excuse the pun :-)
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?
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.
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!
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!
Hope you are having a great Sunday! Keep safe!
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...
One thing this week has been on my mind, we are all expecting a very good POC LFD when it comes. Sensitivity and Specifity at levels not seen so far in any rapid test, but what a moment it would be if the test not only performs at those super good levels but the Affimers have so much pull on the virus that the test is less than 5 minutes or even faster? We would not only have the gold standard test interns of S&S, but in terms of time to result. It is one of the key points in the fight is a super fast test and this may well be the optimisation that they are working on. Most here are focused on the S&S. But we all know that time is of the essence. Now how important will that be? Just mussing...
I am still very excited about where this is going and very soon!
Are Avacta about to start producing 8 million POC tests per day?
That would get people here a little excited.
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!
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.