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Added another £30k today at perfect points. Next target £2 plus. Top news, way higher!
DOH85, that was one of the slickest presentations you will here. Extremely well thought out and could not have been clearer.
The issue you have is there are many people here who don't now which way to turn. people need to focus on what they know and chose just a few solid stocks. Avacta is a clear winner, from March to now, and from September 20 to September 21 it looks like it could easily monster the market at burst over £10. I am sure it will not be the only one.
The next stop is much higher, so sit and relax! :-))
There was definitely many on this board who built up much more the position of Avacta's partnership with Cytiva and people have then heard some posters build up Klaus as some kind of LFD super hero. As it is the membrane is just one important part of a multi part jigsaw and if you don't have all the components you won't have a LFD. It would appear that BBI and Abingdon are the key parts of the jigsaw now as they combine all components through expertise. All we need is 10,000 samples of perfect LFA POC devices, confirmation of an exceptional device performance, given the information on ELISA and BAMS, don't expect anything less. Then the UK and the ROW will have access to the best POC Antigen Covid19 test in the world to be used just as you need it - to confirm if you are contagious or not. That is the only question we need to know to stay safe! The worlds governments want their population safe. Then Avacta will be the test they want.
Contagious or not Contagious - including the much more contagious new strain as exposed this morning. The Avacta tests are that important right now. No one knows if other test currently are adapted for the new mutation of the virus?? Ours will be.
Cheers, Rich
Slide 19 demonstrated in addition to AVA6000 - 9 other perfect opportunities for the pre|CISION Chemotherapy delivery for other chemotherapy drugs. It gave a clear indication to the issue is that the market is limited because concentrations of the delivery of current chemotherapy is restricted as the body cannot take the high drug administration as the body cannot take it. The new pre|CISION tool would not only give the ability to increase the chemotherapy which will destroy the cancer tumours and cells which would lead to a potentially huge reduction in cancer deaths as well as increase the market opportunity for the drug companies to deliver more product. Given that Avacta is going to be a key part of each partnership those licences will be highly valuable.
Just musings on one slide!
Cheers, Rich
However with sales per month of 10million tests and £2 profit, just from LFD, plus BAMS with profit of say £10 per test and hundreds of thousands per day, plus Elisa, you have very easy case!
Affirmer scale up is underway and they will introduce new partnerships in the US and possibly Asia. The opportunity to ramp up is huge.
So I would argue the valuation is ultra conservative.
Cheers Rich
Well the information presented here a clear details from Alastair Smith assure the market that we have two tests which are going to give the best sensitivity and specificity that is possible in the global market. Plus they can easily detect any mutations which they are already well aware of!
Commercially this is Unique Selling Point and an advantage over all other tests! The sooner that Adeptrix and Avacta can confirm the sales partner for the BAMS and get it across the world the better. Slide 22 gave a clear finger print of the exactness possible and that will be essential in super accurate testing.
On Lateral flow Testing - the key is our test is going to show - are you infectious!
Those are key points!
Cheers, Rich
So what is going to happen?
£3, £4, £5, £10, £14, £20 and then possible buy out! This is going to be an incredible year!
Panic, people should be delighted!
Now let's hear the presentation at 10:30.
See you later.
Cheers, Rich
Worth repeating this:
"It has been a period of significant advancement despite the restrictions placed upon all of us by the coronavirus pandemic and I am immensely proud of the Avacta team for having delivered substantial progress under these difficult conditions.
We have several momentous milestones ahead of us with the anticipated launch of a rapid, saliva based coronavirus antigen lateral flow test and the planned phase I study for AVA6000 pro-doxorubicin, the first pre|CISION pro-drug.
There are multiple other opportunities in the pipeline that have been created by the SARS-CoV-2 spike protein binding Affimers, such as the BAMSTM assay with Adeptrix and several others that we will update the market on in due course. We are working tirelessly to bring all of these opportunities to the point of revenue generation as quickly as we possibly can.
The recent placing has also allowed us to resource an expanded Affimer immunotherapy and pre|CISION chemotherapy pipeline and substantially increase the size of the research and clinical development teams at our Cambridge site to deliver on this. I am very pleased indeed that we now have the resources available to begin to unlock the potential of these two innovative and powerful therapeutic platforms.
It will be a very exciting and genuinely transformational year ahead for Avacta, as we work with our partners to progress through each of the necessary stages to deliver on all of these opportunities and I look forward to keeping the market updated as we hit the major milestones."
So what is the main take from this:
It will be a very exciting and genuinely transformational year!
Great!
Previous figures amount to nothing with fully approved new revolutionary drug products. Patents etc deliver massive returns. Look at the number of opportunities that have. They are already showing positive stage II. That is on the edge of massive.
The amazing thing is this share seems relatively unknown right know. Normally a opportunity like this has a huge following. Still that could be a very good thing. The big pharmaceutical boys know about it and that is the key. Very strong team with huge connections is the key.
Exciting week ahead I think.
Cheers Rich
I think we will see a continued rise in the next few days. £2.10 may be closed before news. This share can still react very quickly to an influx of new investment.
A must watch for investors is https://youtu.be/DGHdLbuWdkc
Progress on these developments will bring huge returns.
Cheers Rich
And the pipeline:
Click and think about this list!
https://avacta.com/therapeutics/pipeline/
Extremely valuable!
If. this was an RNS - people would rightly be supper excited - however it is just one of multiple projects Avacta is progressing very quickly with:
"Avacta is developing novel cancer immunotherapies combining its two proprietary platforms – Affimer® biotherapeutics and pre|CISIONTM tumour targeted chemotherapy. With this approach, the Company aims to address the lack of a durable response to current cancer immunotherapies as well as current high off-target toxicity experienced by most patients.
Avacta expects to enter the clinic with its lead pre|CISION™ programme, a tumour activated form of doxorubicin, in early 2021. The lead Affimer® programme, a PD-L1 Affimer® antagonist, will form the basis of future bispecifics, combinations with pre|CISION™ chemotherapies and novel tumour microenvironment activated drug conjugates (TMAC®).
Avacta has established drug development partnerships with pharma and biotech, including a research collaboration with ModernaTx, Inc., a development and commercialisation deal with LG Chem worth up to $310m and a collaboration with ADC Therapeutics to develop novel Affimer® drug conjugates. The Company is actively seeking to license its proprietary platforms in a range of therapeutic areas."
How close and what will those licences be worth? Just musing..
Cheers, Rich
Yes, but once the Avacta / Cytiva / BBI / Abingdon Health POC LFD test is Condor complete and in full production all other tests will be somewhat insignificant. There will only be one simple test with fast results which we can be sure of which will give accurate and dependable results.
I am sure Avacta will be that test.
Looking forward to a detailed pipeline update tomorrow at 10:30. Everything should be in place to give investors some reassurance and excitement.
Then we can look forward to the SP increasing by way more than 100% over the weeks ahead.
Enjoy your Sunday all!
Cheers Rich
I expect you will! But, not for very long!
This is looking like an exceptionally strong week for 4D Pharma! Expect £2 to be broken easily this week. Exceptional news will see a rally way higher. Long term prospects are potentially to a valuation of much higher than £2 billion! Global opportunities and potential take over for a very strong value are all possible.
The pieces which add up to bring success here are all in place from the indications flagged by the company and the team in place.
Very excited to have built and continuing to build here.
Cheers Rich
No, the next high is above £1.99! :-))
4d has such huge potential and such a strong opportunity to break new ground with its treatments that any opportunity to add at these prices will bring very strong returns.
The next 12 months here should see very exciting progress.
More funds being added very soon.
Have great day all!
Cheers Rich
Evening all, I added another £20k today. Bargain.
Very happy to continue building here.
Cheers Rich