Member Info for Rollyroll

If Boris says Avacta, and they show the test with our logo, that would be great coverage. Will be interesting to see if they show all the tests, I'm sure they showed the test last time, on TV. IMO The logos need to be shown, so people know these are the UK made ones that work.

This weekend we will see a lot of people hear about Avacta and start researching. Lets try to keep this board minimal chit chat and put in useful info for new investors. People need to know all the reasons why Avacta will becime a 1bn+ company.

Almost ready to celebrate, but we need more people to know what we know.
GLA

This is one of the cheapest reopening trades going. completely being overlooked. As long as they don't need to raise capital, easy 100% return within 3 months

Avacta announced excellent performance of their affimers, binding to the virus. Deepverge use Avacta's affimers in their water and breatherlizer test (as far as I know). I hope deepverge can announce similar success this week.

Test on par with the best and I think ours is the cheapest??? Hybrid test will make ours the best in the world.
Profit takers leaving now, very unlikely this drops below 150 again, i see this between 300-500 within 6 weeks. Longer term £10. Fincap will upgrade PT after they accumulate.

I think Jan was always about the vaccine and lockdown. Testing would not have helped as we were in a bad place from xmas and the new variant. Plus the manufacturing wasn't set up for 2m a week. So for boris to announce we have a test, but it's not ready for mass production yet during a lockdown feels like a wasted ticket. To announce a proper plan, which shows everything is already set up ready to go, makes them look better. Essentially we have a proper route out, schools open, tests that work and elderly vaccinated. Plus they need to use up the china tests first.

With such a low market cap this is a bargin with 10x potential.

What if we have done the validation in UK and it was successful. And they cannot announce it because Boris wants to on Feb 22 as part of the bigger reopening. And we have moved onto the next stage of getting European approval? I just can't accept we did not get this validated in UK and went to Europe, it makes no sense. This stock is making me go mad.

Ok so based on these thoughts, sounds like the S protein could pick up more cases. To the moon we go (I hope).

Can anyone translate if this means detecting the s proteinis better
: Coronavirus has four main structural proteins: nucleocapsid (N), spike (S), membrane (M) and envelope (E). The S protein consists of the S1 and S2 subunits. The S protein is highly immunogenic since it is located on the surface of the virus.

The N protein plays an important role in the transcription and replication of viral RNA, packaging the encapsidated genome into virions and inhibits the cell cycle process of the host cells. The N protein is abundantly expressed during infections and also has high immunogenic activity. Therefore, both N and S protein could be potential targets for the antibody-based detection of SARS-CoV-2. However, the N protein homology between SARS-CoV-2 and SARSCoV-1 is 90 percent, compared with the S protein (77 percent), especially the S1 subunit including the RBD (66 percent).

S1 subunit contains immunologically crucial receptor binding domain (RBD), which is the key target of neutralizing antibodies.

S1 subunit also has evolutionary low protein homologies within the coronavirus family suggesting that it could potentially demonstrate less cross-reactivities among the endemic coronaviruses. Recent studies have shown the N protein-based antibody assays could exhibit a higher false-negative rate compared with the S1 subunit, and that S1 subunit purified from mammalian cells demonstrated the highest performance to distinguish COVID-19 patients from controls. Therefore, the S1 subunit could be the specific target antigen for detecting SARS-CoV-2 antibodies.

Is this going to come down to which protein is the best to capture a positive covid case. From the interview it sounds like the S (Avacta) detects the outside of the virus and the N (mologic) detects the inside. The fact that he said a hybrid test would be the best, means we cannot assume Avacta has the best test. I have no idea which protein is more important, but our eggs are all in 1 basket. He also gave a few reasons why real life testing can be different to lab, so this really is not a done deal. The fact that we did not do the validation in UK really worries me, did the gov dismiss the S protein route perhaps?

This is what has taken the shine of a great RNS. Why are we validating in Europe, did we try in UK and it wasn't good enough, it can't take this long? Are other UK tests better than ours? Why did condor not fast track our validation. Does Targeting low to medium countries suggest a inferior test? But then on the other hand, every other UK co is working with us, maybe they know we have the best tech in affirmers? Its never straightforward with avacta.

Why has the test not been validated in UK, and we are now trying to get in validated in EU first? Would we still need to validate it in UK, or would EU cover that?

It doesn't look good at all. To date no validation. Far too risky, reduced position and moved it into abingdon. They should win regardless who gets the test. If its avacta I'll jump on at 250p, my abingdon winnings will cover 50% of the avacta rise i miss out. Have to say all faith is lost in avacta and im relying on hope.

Covid led me to this stock and odx. But i choose avacta, not because of the test, but because of the potential an affirmer has. The test was essentially the validation of this potential (fast tracked). My thinking also was the revenue it would generate justifies lets say a 1bn market cap. So i saw it as a hedge, a cash cow, with other things coming into phase 1. Thats what made avacta different to other stocks. It wasn't just in r&d stage., it had this safety eliminate to it. The test is more than a test its the name in every household, with the gov singing it loud and proud. And when everyine hears about avacta, the SP goes crazy, FOMO kicks in etc. It takes us to another level this month.

Jd although I am levearged, Avacta is my biggest and longest hold. I have over 20 short term EV/spacs that make me 100% plus within weeks but Avacta was my LT baby. I have no stop loss because again I believed in it and did not want to get stopped out by MM games. Having said that, when I got into avacta (actually think ive had this for over 6 months) i ld say the risk return was 70/30 for it to succeed. Looking at what is known to us at the moment and the jouney so far, i think i need to rerate this to a 50/50. I know they have other LT products, but this test would be the catalyst for the SP. Its the validation of the tech and with the test, I believe it begins the journey to 5x pre April, and towards 10x with other product validation. Without the test, the timeline of SP growth is greatly impacted imo, and tbh i can make more elsewhere if there is no test.

Richhob on monday 19 oct, there was a spike. I spreadbet on future contract which captures the spike.

Arch not true. Ive been on this for 4 months. Av price 150 could have sold at 220 but i believed in them. Never sold at 100 and told many people this company has huge potential. But patience has its limits, especially when communication is this bad.

Us as in those that have concerns. Or are you parnoid and think i work for citron.

Ok to rephrase, there are no facts to suggest the test does work, because there is no test. Affimers are not an actual test. No test has been confirmed to work which uses affirmers at present. Any evidence we have is based on clinical environment. 6 weeks ago we were told validation results are coming soon. If you are an investor who has no concerns, then you must be a very speculative trader. Dont blame us for having these concerns when the ceo has done very little to communicate these concerns. The point of a discussion board is to discuss alternative opinions, not just shut down opposing opinions.