Member Info for RorkesDrift

Or he is planning to raise more cash in another friends and family give away.

Mmmm not sure the Chinese went to those schools either. Part of this is Prof Fallawaffal is too arrogant to communicate with all his shareholders - quite a lot of this RNs could have been put out ages ago. Given Avacta struggle to work with others I suspect this arrogance from the top has a wider impact

That said on the whole good news - like I say CEmark is generally accepted around the world and mologic seem a tidy outfit. Bit of luck they will make an offer we cannot refuse

CE mark is a European thing - suspect UK will recognise it but less complicated than getting Europe to recognise whatever the UK is planning on replacing it with.

Not a bad bit of planning ahead that although not sure why it takes so long to do clinical validation in the middle of a pandemic.

Might need to back this up - I can see Abbott and Biosensor in the article

We know Avacta are involved in making an LFD

Prof FallafawafffAl reports that it binds the C19 virus

We know they pivoted to nasal but don't know why

That is the current extent of LFD progress

Has this development put a break on the SP. The Board did this before and it seems to me it means they are able to control price - normally if there were lots of demand price goes up but not if the board match it with increased supply. On one hand we get capital in but on the other we are being diluted at a price that is lower than the market rate if shares were in limited supply.

MaBs take ages to produce so have long lead time.

Affirmers on the other hand.

Oh hang on.....

Now if only there was a molecule small enough to fit the various folds of the viral proteins and target the more stable regions. If only there was a company that made such a molecule. If only there was a leader that led the company that had the molecule that knew how to deliver.

Oh hang on ....

https://www.theguardian.com/world/2021/feb/02/monoclonal-antibodies-great-hope-in-covid-treatments-fails-against-variants?CMP=Share_AndroidApp_Other

https://www.theguardian.com/world/2021/feb/01/thousands-in-england-to-be-tested-in-sprint-to-halt-south-african-covid-variant?CMP=Share_AndroidApp_Other

May I just enquire whether the bus is available to for a mid summer holiday

2, 3, 4.....

You will be congratulation the new president of the united thingys next.

Oh hang on....

Rubbish. Giles is not talking to him cause he never writes, he doesn't call....

Or tomorrow, or next week, next year. It could be a great one, an info one, an irrelevant one etc.

Can I ask why you feel the need to post?

https://youtu.be/PpwJ1n7g1pM

Typing on phone and adverts hide it so apologies if I appear stoned. If LFD works then spin off DX or sell it. IP difficult but not impossible. Don't think they can be managed by current leadership together and if Prof W staying then needs something requiring a white coat.

The best indicator of future performance is.....

Agree the fund raise has put the company in a different position. Question should they focus on prodox or spread the honey over lots of projects. Now enteringbthe mildly extensive phase - just wait til they get to phase 3. For me bid go with focus with possiblyba second compound as a back up. Power on with this and look for a take over at approx £8-12B once / if proven in phase II. LFD isn't need for that but would see value created as stepping stone. Key to this is a clear focused plan as opposed to a warm feelings and Waffle

I think that could work but I am concerned that all the heavy lifting being done by third parties is part of the reason why after years (14/15) nothing as actually hit the market. Core competency is managing and driving these partnerships. Suspect Prof Waffle got bored of DX about five years ago and now Tx is the game changer. Covid LFD has enabled him some new toys for his train set (good for us) but this lot have to start putting a delivery plan together AND communicate it if the SP is to move for anything other than LFD news.

What CO said about dilution. My assumption had been that our partner had deep pockets. Maybe if gives them access to something but this amount is minimal on terms of getting this tech through so how much of the $26B market have we given away. From there we could calculate a current valuation. Suspect it will have to appear on next balance sheet so why not just say it. Oh that's right . .

I couldn't agree more

Aptamers, optimers and camrlid nanobodies all well known alternatives. Real question is why they get such Good PR?