Member Info for Sagetrade

I’m hugely over invested here but you’ve gotta laugh at those saying they wouldn’t take an offer of > 10 times the current share price...

Certainly huge potential here but come on....

Key takeaways from initial read through:

- £48m cash. Excellent
- PD failure worries a red herring as expected. Excellent
- 20 min read time vs 5 reported in huff post is a kick in the balls.....

That’s bludy awesome, great end to the week.

Bring on Boris and TU next week!

In fairness, I think the £2.30 is what they are saying they feel the company is worth today...

Agreed some bizarre figures in there all around...

Apologies for the non AVCT related chat but does anyone have any experience with Primary Bid who uses HL as their broker?

Looking at subscribing to the CBX IPO - am I correct in thinking it needs a fund and share account in HL as can't fund straight to SIPP and/or ISA???

Ta

The NASDAQ listing is a matter of when not if IMO. Not that it's ground breaking news, but you can take that on good authority given I have a working relationship with Stifel's European Head of Investment Banking.

Sujood, why do you insist on talking rubbish? It's of course an excellent milestone for the therapeutics, but anything other than approval would of been hugely, hugely surprising - so give it a rest.

The platform and drug itself will be derisked once they can demonstrate safe and effective dosing in humans later this year, until then this is just another dot on the road to where we want to be.

Totally agree Wiggly...whilst a great milestone we know this was due in reality.

The continued delay of the TU has to be because there is info that Al either can’t yet divulge (due to NDA) or because he’s waiting on more info (data / contract etc).

Very exciting times! Newsflow in Q4 might of been a flop but you can’t argue with Q1 thus far!

Surely more likely to be SureScreens saliva test....hate to deramp!

The higher the CT, the more difficult it is to detect...think you're confusing yourself here with respect.

Slinkey, for once I’m with ya!!!

For comparison, initial Mologic data was 92%, 100%.

Fantastic initial results, let’s hope it translates across into the larger studies.

Well done to all at Avacta.

Worth a read:

https://www.sharebuyers.co.uk/shares/omega-diagnostics-qa-colin-king-dhsc-contract/

MB makes some half decent points on occasion, but completely damages his credibility on days like today, when refusing to accept that there's any likelihood that said test is Avacta's.

Indeed, this was highlighted earlier in the week and we’ve seen saliva moved to the bottom of the pegging on other docs too.....just makes Boris’ comments this evening re saliva all the more confusing!

The reality is, there is a raft of unanswered questions still, but we will hopefully have some further clarity on a number of these things by month end.

I agree PL and fair enough. I think like you, I'm not convinced on the claims of Avacta being front and centre of an as yet unconfirmed government lead UK sovereign LFT (NOTE - singular...) Moreover, and again as you suggest, the ongoing incompetence of this govnt prevents me from ever getting carried away with any potential involvement they may have. Clearly we have been close to gov for a number of months given the sampling switch etc etc, but my view is that some are adding 2+2 and getting 5 here....

Of course, I may well prove to be totally wrong, in which case great. We will sell all we can make in any case, be that at home or overseas.

Slinkey - If he's posting on a public forum with an anonymous name, why does it make any difference to simply state he is close to or aware of the process in some tenuous way and leave it at that? Otherwise, why do rampers like you decide to take every word of it as gospel despite not having a single idea about his background? Again, this is not a doubt on the guys integrity, I simply asked whether his (pretty bold) claims were assumptions or something somewhat more substantiated than that.........what is wrong with that?!??!

You stick to your echo chamber big man- religiously pumping every bit of positive sentiment that anyone posts just because it supports your confirmation bias. I thought ODX was bad for attracting these sort of zealots, but there’s ample of them on here too.

This sort of religious emotional attachment to a share, to the point where you get so agitated at anyone who wants to debate the merits of the investment case is seriously, seriously unhealthy – both for your sanity and for your bank balance.

Avacta is by FAR my biggest portfolio holding, probably to a less than sensible extent, and I truly believe the company will become a multibillion £ MCAP entity at some point in the future. However, I will continue to call out unsubstantiated flack from ill informed dullards like yourself who take it upon themselves to jump down the throats of anyone who dares to try and seek out answers to legitimate questions or concerns.

Where did he suggest that gemstar? He stated that both Avacta and Mologic were working on a hybrid "2nd gen" LFT solution that would potentially take up the lions share of the recurring testing market going forward at some point in the future.

At no point did he state or suggest that "The UK lft appears to be developing in line with the timescale set in the PA document - manufacturing by BBI and Abingdon may have already started and an announcement of the first lfts rolling of the production line could be imminent." That's a very bold claim and somewhat different to the point that Avacta and Mologic are collaborating to bring a hybrid product to market down the line.

I'm not suggesting Unprecedented is wrong, nor am I criticising him - I'm simply asking for clarity on his thought process, that's all....

Huh?

**** me you really are a prize *******. Suggesting asking questions is trolling ROFL.

The guy has suggested that there will be a single sovereign LFT utilising affimers - a pretty bold claim, of which there is no publicly available information to support.

I am not for one minute trolling OR claiming he is incorrect, but am simply asking where these suggestions and inferences come from, given his posts appear to come from someone who is “in the know”.

There really are some tits on this board. Blind sheep that would walk off a cliff if the likes of RK, Ophidian et all told them too.

Unprecedented - so your assumptions around a single sovereign UK LFT that uses affimers as a reagent and Avacta pursuing AffiDX as a separate test etc are just that, assumptions?

Not a dig at all, just trying to find out whether or not these claims come from some further knowledge that most of us have not been party too....

Unprecedented - without trying to cast any aspersions on your integrity whatsoever - can I ask whether your thoughts are your own insights from publicly available info, or come rather a rather more factual position / being "in the know"? Would be useful for all to understand your background a bit I think (to an extent that you're willing to disclose) given some of the very interesting points you have raised both today and previously.

Appreciate it.