Member Info for RorkesDrift

Shows the ability of Avacta to identify opportunities and negotiate deal. SKIN was mentioned last week so hats off to that insight (I didn't say that)

£2B market by 2030

RAWTest Opportunities:

· With 20 species of Listeria bacterium, every public building including hospitals, hotels, conference halls and senior citizen nursing homes are at risk of contamination

· Remote detection and analysis of malaria in blood in third world-countries and for military use

· In-line milking machines could detect mastitis in a single cow, enabling instant action to eliminate contamination with a dairy herd milk collection

· Early warning system in fermentation processes for ethanol, alcohol and wine producers at risk of bacterial hazard to improve consumer safety, shelf-life stability and longevity

He is going to be intolerable

Quick look at their balance sheet suggests they are keeping the lights on but issuing equity.

If they didn't generate income from some source then they will have to continue issuing equity

Have I got that right?

So with an ATM I presume the company call the price to sell at - if they know there is news coming out they would hold on. Suggests to me they have plans that will need capital but they can raise when at a price that suits them.

Going to sound nieive but where do you find details of what they are selling at. Thanks for the advice - GLA

https://www.theguardian.com/environment/2020/jun/18/worlds-biggest-liquid-air-battery-starts-construction-in-uk

There are IIs in TILS and they are not really flying under radar.

I know the therapeutics are high risk as in any biotech but I have a feeling I am missing something. I topped to last week but think I might do so again if I can understand what is holding SP back

But 60% of the time it works every time

Wow. Double wow

Over 900,000 patients worldwide have received the information provided by the Oncotype DX assay.

Duopolies tend to price match or find equilibrium fairly quickly. So if TILS have ASP of $3000 (25% price drop) and 30% market share = revenue of 50,000 x $3000

= a lot ($150M). Given it is a better test they might launch at a premium and why would you run such a diagnostic and not just get the best.

Am I missing something - the market knows all this so why is SP not higher?

Can I ask where did the 154,000 patients at $4000 come from?

Exact Sciences did pay a lot but they also got other products and 100% of the market in short term. Forecasting revenue TILS is unlikely to get 100% market share but could penetrate the market through aggressive pricing.

These factors mean I'm discounting the Stem price compared to exact sciences.

Bing bong

Last post.

Did you see what I did there. I don't know if global is for real but I do know he generates a lot of attention. I also know every call he has made so far is retrospective.

Its a BB - everyone has the right to write and respond. If you don't want him to get your goat, don't tell him where it is tied up.

Profound I know.

Wow chet you did well on Friday. Amazon went up 17% and are now $3200 each. Apple are stable at $383.

Chet. Welcome aboard.

Your Amazon and Apple shares ar e solid choices which give you a base to enable a bit more adventure with Avacta. How many of each did you get - just for balance?

Old interview.

Stand down

Once the test is here there will be two options

1. Test people
2. Don't test people

60000 new people per day are catching it in the States. In a months time that will translate to 600 deaths per day and significant morbidity amongst survivors. Health resources are already stretched in many locations.

I'm not sure a policy of herd immunity and minimal testing is going to be an option. However, identifying positive cases and isolating them quickly whilst enabling negative cases to be economically active that sounds plausible.

Insert big yellow thinky face

You called?

Self filtering is nothing to be ashamed of.

Orphidian told me that

.