Member Info for RorkesDrift

I am reliably informed he has taken the dog for a walk. It appears he keeps his talent on the end of a lead. They are off time sit in McD to see what other information they can pick up and post here

I'm guessing the future of Avacta and the accuracy of the donkey rider in chief are two very different things. Have beliefs about one can also completely unrelated to the other - that is if you go on past performance. I'm beginning to worry that he is actually jinxing the company - every time he makes a prediction the company seem to miss it.

On a different note I was a bit worried the standard defense of a paid crew wasn't going to appear but had to be brought out in the end. Well done for avoiding the real issue.

My forecast is HUA will happen some time after today and the more time that passes the more likely is that it will be soon. I don't even need a mate working in McD to come up with that one.

There is more data emerging on affimers and FcRn. Given the albumin binding part of today's news things with LG may be moving much quicker than RNS' Indicate. The need for extended half life's for drugs with tight therapeutic windows is huge. Affimers are not the only option but look like they may overcome some of the problems with others. The work being done now has the potential to open up a whole new therapeutic class - still many hurdles and risks but that's the buzz of early pharma. I believe the three therapeutic arms of Avacta are exciting and offer an opportunity to get in at a reasonable price (hence my initial dip at £0.20) - frustrating that more data not provided and it will be a long road.

Avacta have a number of affimer candidate a including Avastin- A(G4S)3-
AVA04.

Avastin in sales are about $7B

Avacta have gone very quiet on Ava004.

Bump

Just a thought Apre. You have repeated and summarised the points very well. Are you part of the scrum?

Love it. Pure donkey riding post. Classic

Give it an hour and he will revert to paid boiler rooms, a tip from his mate in McDonalds and publish a timeline that we can now measure the inaccuracy of in years. All this whilst claiming he is some sort of guru.

Sad individual who craves acknowledgement

Talks about different from professional

https://www.theguardian.com/australia-news/2021/sep/28/rapid-antigen-covid-home-testing-could-be-available-from-november?CMP=Share_AndroidApp_Other

7000/people in UK hospitals

They are struggling to put a value on what each other brings. (See GB interview)

The AI bit is currently with Deep verge but CR will generate lots of new readings that then generate more IP. GB will not want to transfer AI to CR but suspect that is what they are after

I know - Senior Managers in private companies are normaly on a pitence conpared to someone running a minor public sector organisation like a hospital - some of them don't even know where their next house is coming from.

https://youtu.be/jxmZZBJQAKM

How did the market value the share today. Clearly not worthless so collectively laws of supply and demand reached the current price.

Why do you think it will continue to fall - if that was a certainty then the price would fall in anticipation. Predicting any movement in a share up or down is a mugs game - I confess I bought thinking the opposite but no more likely to be right then someone who sells thinking it will go down.

Sounds like you feel management have over promised and the SP is adjusting to new facts. My point is the market will already have priced this in so negative news need to depress it further, positive news to lift it - otherwise we bob along with rest of the market.

Seems to be one seller reducing holding and hey that is their choice. They ensure supply is high thus price is what it is. We don't know their reasoning so you night be wrong, you might be right.

Me

However, need to see gross margin. Presumably a significant chunk of overhead would be duplicated.

Expect announcement Q1 next year.

You are right - never say never. I had the impression though that it was more than that and assumed a fund raise will be required in foreseeable but waiting SP increase. What would they do with money? I think they will grow through acquisition with MicroS being on the list but also someone with more engineers.

Based on very limited analysis.

Not sure he said no need for fund raise. Think he said this year.

Can I ask whether Scarlet has been on touch and suggested a date might be possible. If not then its not really much of an analogy.

Nearly one year into three year deal. Wonder which products they are gearing up - Avacta get a licence fee. No manufacturing costs since tech has been transfered.

I think you miss my point. If what you say is true then stick to the original point. It may be irrelevant but it would be more readable if you stick to saying that - would disappear quite quickly if you are right

My own view is that yes water companies are investing in ways to make more money. The AI use is related to that rather than some altruistic motive. I cannot see them monitoring C19 levels voluntarily if it costs them. That's my view and I may be wrong, I may be right.

In respect of your other point you started a thread Tragic. Maybe we could discuss it there. You may very wrong, you may be right but it is your opinion and equally valid as anyone elses. It is not more valid with repetition.

If they do £10M this year I am hoping it will at least double for next year but that is really just eyeballing what with be booked this year and assuming it will grow next year as new products hit the market. If overhead doesn't expand further (costs (investment!) are being incurred now but we can suggest that the will remain level(ish) in light of expanding sales at CoGs of 40%. Straight to the bottom line type stuff.