RE: So13 Apr 2021 16:01
I first invested last April or so as I was taken in by the ramping on the video announcing the Cytiva deal. I also knew that Baillie Gifford were invested and they normally do a lot of research before investing.
Since then I have been in and out and have done fairly well with the trades, much more luck than judgement. I was out when the vaccine drop happened as I sold out around 180 mainly due to a quick trade on a 4D collapse and it was very inviting to finally get back in. The last time I was on here I was "deramping" by asking questions but some of the answers about AVA6000 and Tmac prompted me to increase my position.
However, the comments by AS about having trouble getting samples was a bit of an alarm bell given the high number of cases and it means someone, somewhere is creating problems with access to samples.
Also, from the Brummie interview it sounds like a lot of the collaborations are not going to deliver for at least a few years.
And Tmac won't happen until AVA6000 dosing happens.
The long run is fine but as Keynes said in the long run we are all dead.