Member Info for Sangijuelas1

Again for the hard of thinking

"Since the Affimer reagents we use in Avacta's range of SARS-CoV-2 tests do not bind in the region of the spike protein where the dominant mutations appear, we do not anticipate that the performance of the tests will be affected."

Come on everybody hurry up and sell. Move along now.

Get out while you still can

Ipad trader
Sorry I can't help you there. You're clearly an idiot.

If you want sell your shares and I will buy them

The Delta variant has mutations in the spike protein.

As AS has previously stated

"Since the Affimer reagents we use in Avacta's range of SARS-CoV-2 tests do not bind in the region of the spike protein where the dominant mutations appear, we do not anticipate that the performance of the tests will be affected."

This board is the only place where anyone is worrying whether LFTs detect the Delta variant.

AS said he is very confident. The Government is still using LFTs and cases of the Delta variant are being detected every day with them.

Anyone suggesting the test won't detect Delta is either thick or has an ulterior motive.

Anyway thanks to all the sellers today
Nice fire sale

And yet the company said in February that they were going to run trial in Brazil, right in the midst of the chaos you mentioned. Seemed a bit odd at the time.
Prior to that they had said that they wanted to run at least part of the trial in the US. They say that's too expensive for a small biotech despite raising $57m to do so and that's why they have always preferred locations like Brazil, Italy and Greece.

If it's too expensive how come 4D are able to run a trial in the US at 4 different sites with an annual cash burn of £30m, which includes various other trials and costs such as running a production facility in Spain ?

Interesting that the grant proposal form requests details of clinical trial registration, which we know is not available.

Tils look weak on a couple of the criteria points, such as trial registration and independent peer review of Foralumabs safety and efficacy data. Maybe stronger on others, like ease of administration.

Interestingly, SNG opted to avoid the whole C-TAP process, preferring to run trials independently.

Is it possible that the large transaction was just brokers settling up with each other e. g. an uncrossing trade rather than a sale?

Nice client to have on board. Must be quite a few upsell opps.

https://www.blueprism.com/news/nhs-adopts-blue-prisms-cloud-based-digital-workforce-to-accelerate-change-and-respond-to-covid-19/

No one is arguing that PATH is not the market leader.

It's just that you seem to think that they are about to monopolise the whole market and prevent other companies from co-existing.

If I were you I would be a bit more concerned about PATH's current market cap as it's significantly more than their S1 value for IPO of between $22-26 bn.

Their ARR growth has now dropped from 80% to about 60% and they are having difficulty marketing themselves as API given that they are UI

But Essex man PATH cut R & D spend by 30% last year and it's only about 18% of their revenue.

Meanwhile PRSM has recently increased theirs significantly. Hence the projected loss this year.

Meanwhile, the spending on T & E has been slashed if you refer to the recent half year report.

"With more time and investment, could Microsoft reach feature parity with UiPath and undercut it on price? Other industry spectators believe the horse has bolted. When asked if Microsoft had missed the bus, a senior UiPath client said:

Yes, too late to the game. Too late for the game is the short answer, I would say...Microsoft Flow was always just focused on making things easier for people that are already using Microsoft products, but it wasn't really thinking horizontally like how would you integrate with other kinds of solutions.

And RPA, obviously, was a big missing component so they acquired Softomotive, but that wasn't a strong performer or a leader. I mean, it was a pretty small player maybe, but I think maybe Microsoft could inject it with some excellence and development. But I think it's a little bit too late... It's very difficult to catch up.

With UiPath and Automation Anywhere out of reach from a valuation perspective, will Microsoft look for further acquisitions down market?

Amazon also cannot be ruled out, though it might make a more natural partner for an existing player".

https://www.readthegeneralist.com/briefing/uipath

Came across this whilst researching PATH.

"They’re followed by Earlybird, the European firm first to back Dines. Earlybird protected its stake by participating through the Series B, reaching IPO with 10.3%. That commitment is set to secure the firm its biggest ever win. Earlybird’s stake is worth roughly $3.6B — an 18x return on its €150M 2013 vintage (~$200M) based on the last round.".

https://www.readthegeneralist.com/briefing/uipath

I did quite a lot of research into the RPA market last month with a view to potentially investing in PRSM, given the fact that it is valued at a fraction of PATH. This research actually led me to invest in PATH since it has become the undisputed market leader for a reason. However, I still retained a relatively favourable view of PRSM and decided to put it on my watch list.

A couple of fairly minor things led me to be initially wary of PRSM such as Jupiter being a large shareholder. While PRSM is behind PATH and at a potential disadvantage in winning a larger share of new business that does not mean that PATH will start winning PRSM clients. For a start, RPA solutions are sticky for businesses who start using them. If that was the case PRSM would not be boasting of a 98% retention rate 2 years running, which is the same as PATH's.

Neither does PATH have the resources to sign up all the prospective RPA clients out there in global markets. Furthermore, comparisons between their strengths and weaknesses show PRSM to actually have some advantages that would cause businesses to favour them. This is without taking into account the improvements made from recent investments and PRSM's efforts to play catch up. The world is a big place and there is plenty of scope for PRSM to target markets distinct from those preferred by PATH, such as the Wall Street investment firms that they can engage with due to the proximity of their NY office.

As I said yesterday this is not a winner takes all market. There are plenty of opportunities for healthy competition among a variety of market players. The market potential has led Microsoft to develop its own offering in the space and Google and Amazon are also getting involved. These players are probably the biggest threat to both PATH and PRSM but again I think this threat can often be overestimated. And anyway who is to say that another company would not be interested in buying PRSM for its existing client bank.

So with all that I was very happy for the chance to buy into this company due to my assessment of its risk reward profile. The company has done extremely well over the last 12 months in growing its revenue by 35% at a time when most companies have put spending decisions on hold due to the pandemic uncertainty. Now that semblances of normality are returning the company is going to be well placed to take advantage. For example, more and more companies are questioning the need to pay for office space and yet they remain suspicious of what their staff get up to working from home. I don't believe the PRSM robots will be playing video games or watching the Euros in the background while working.

If you see no reason to invest here then why are you spending your time asking people to persuade you to do so? I don't imagine anyone here wants you to do so and you don't want to so...

It is then. Quite a few must have been shaken out today

The only RPA stock Nanalyze hold
https://www.nanalyze.com/2021/05/robotic-process-automation-rpa-stocks/amp/

https://www.ukauthority.com/articles/snee-to-use-automation-to-protect-professionalism-in-care/

What's good for PATH will be good for BP. It's not winner takes all.

The Berenberg note is a joke. The company has made significant R&D expenditure and still aims for break-even this year.

I predict a TR1 showing Jupiter selling out. That would cheer me up no end as they are a bunch of useless cucks

Such as?

Listened to the PATH investor call yesterday which was pretty mind blowing.

One thing they were highlighting was the stickiness of their solution, which was also leading to important up selling opportunities.

BP has the same gross retention rate as them at 98% and yesterday they underlined successful up selling as demonstrated by the net retention rate at 115%.

PATH CEO talked also about how this is a period of inflection where RPA is really taking off so there is a need for increased sales and marketing expenditure.