Member Info for RorkesDrift

Can I mention dox might work better with Viagra. True story.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4826214/

I'm thinking AvA006 plus drug conjugate.

If local targeted delivery of synergistic drugs is possible then wow. Why I think phase 1a readout is going to be pivotal (one way or another). Cash on sidelines since fully committed on current evidence - hell I might even sell both my Lloyd's shares.

https://www.theguardian.com/commentisfree/picture/2021/nov/06/boris-johnson-as-the-sleazy-old-duke-of-pork-cartoon?CMP=Share_AndroidApp_Other

Juicy title but only relevant in places. Private companies more likely to pay a bit more so maybe good target for a PR campaign

Oh hang on

https://www.theguardian.com/lifeandstyle/2021/nov/06/go-with-the-lateral-flow-covid-changed-work-christmas-party?CMP=Share_AndroidApp_Other

Who knows - last update was May

20-30 tests so crowded market.

"Problem is they all come from China" Jeez head of UK testing saying that. Its not true but doesn't want to say cheap Chinese are good enough. He must know we have manufacturing in UK since you think he would have been involved in buying all those govt machines. 4rse covered - tick.

On shoring - sounds like moving manufacturing from China to UK. Innova are building factory in wales.

However, Europe being hit harder than UK. Avacta focused there. Likely to be supply pressures.

Bit put out they didn't mention Cohort 2 immenient. Then I'd know they were copying my posts (you know who you are - hugs).

From OC

https://www.investorschronicle.co.uk/news/2021/11/04/the-aim-100-2021-100-to-91/

Number 95 (although number 100 is relevant)

Prospects are largely dependent on clinical validation
Cancer therapies and diagnostics

Proprietary Affimer and preCISION platforms

Pre-clinical development milestone from Tx with LG Chem Life Sciences

Partnerships include ModernaTX, Inc.

Developing an in-house pipeline of Dx including the AffiDX SARS-CoV-2 LFD

Calibre Scientific, was appointed as distributor in June

AffiDX SARS-CoV-2 Lateral Flow Rapid Antigen Test pulled while the UK Health Security Agency carries out its assessment

Could result in the test being placed on its Coronavirus Test Device register

Cash 3.5 times the net operating cash outflow for 2020,

Hold.

AS has said that several of the Tx options can far exceed the LFD and now he is probably right. I guess it is also why so many named appease here first well over a year going on two.

However, AS was once talking £Bs by mid summer. He got he wrong - private investors dont have access to the resources of professional investors and we trust the info from the horses mouth. Recently he has been silent - my interpretation is that he would rather say nothing then get it wrong again. LFD will not be £Bs but given the noise about shortages, the inevitability of a new variant and the performance of Avacta LFD £10Ms is still realistic. I hold awaiting

News re cohort 2 of AVA006.

Milestone payments from numerous partners

News on LFD in Spain (EU), APAC and partner in US

I guess a lot of us our now waiting for an opportunity to take some but not all profit - I'm guessing that is true of the "group" was much as anyone else - for me that number is a long way from what can be achieved by ramping on a BB

Very upset?

"Waaaaa - I want my toys"

You are still upset I can tell.

I suspect price.

Like the idea of differentiating patient acceptability and staff training. Fairly simple marketing with a defined segment.

Oh hang on......

You know what was left in Pandora's box?

To be fair his Lordship is being a lot politer than usual and no worse than the average here. Hope it continues although once the self help group have served their ban we will see.

Could be using as a hedge - avacta could escalate and cover the cost of the short?

That's a shame MrR - rather than provide your thoughts about Avacta you seem to have fixated on other peoples opinion.

I'm not able to really assess why you have fixated on masturbation but I'm going to have a guess at transference.

You struggled again.

By trying to have a pop you ended up listing a whole lot of negatives - try googling proactive selling. To help you I suggested you tell us a price you think is fair value. Gave you a chance to be positive. You cannot but you are happy to call others derampers because you seem to lack the ability to think for yourself. If we are becoming psychoanalysts I would point out your focus on the negative and the clear difference between what you state and what you do (green box?) suggests some sort of regret and inner fear - I'll take a stab at not selling earlier this year. This manifest itself as anger and blame towards others.

I suggest you look up the sunk cost fallacy - we are where we are. I believe that we have a strong chance of upwards from here. I try to understand the risks involved and invest accordingly. Try and develop this part of your psyche before our next session - disappointed you didn't complete your homework from the last one.

"No one at the UK Health Security Agency was immediately available to comment".

Looks like Reuters at least is asking for an explanation.

If we did get approval say this week then the statement no financial impact would broadly be true even if substantial volumes (1M?/month) were already achieved. Pressure from difficult press questions may speed it up - the application has not been rejected

Reading your post the majority of it seems to be a list of things you believe AS got wrong.

Just has a guide what do you think current SP should be based on what we know now including past mistakes, past glories.

I'm happy to state £1.10-£1.20 based on my belief the market works fairly effectively to reflect returns and risk (two sides of same coin). If I had no shares I would buy at these prices.

I wouldn't particularly disagree with someone who was willing to pay more especially where it has the some sort of rational approach based on fact - indeed one broker is sugesting £2.70 based on a risk adjusted cash flow.

Thanks JT - you touched me

If I hadn't already hit my limits then I would be taking a stake at these prices. It seems a good balance between multiple potential upsides against early doors, standard biotech risks. Next few weeks should see more news so has I have said we sit, we relax.

Today has been terrible for those of us who like to boast about how many green boxes they can see. Unable to respond since the premise of their indignant stance has been shredded they sit there frustrated and impotent.

To address this LSE set up a BB where the only topic allowed is green boxes. Everyone will filter everyone else. No one will.ever read "I was wrong, I step down from my pedestal / donkey". Feel free to join the green box revolution - rose tinted spectacles and wet warm pants compulsory