Member Info for scardey_cat

*think

JohnyCL: You've expressed a few concerns I've also been mulling over. In terms of an 'established' vaccine, don't you thing governments will want to know which is the most effective vaccine. If they've purchase 3 or 4 different vaccines, they will surely want to monitor which ones are giving the best results. I can't believe they'd just be re-ordering and distributing the same 3 or vaccines they originally went with, and then leaving it to some kind of postcode lottery as to which particular vaccine we all get. I would say that kind of assessment will take a minimum 9 months to 1 year from now, and that's an awful lot of tests that will be needed. Just a thought...

ODX already have a CD4 test. Makes you wonder if that can be tuned to a Covid T-Cell (CD4) test. We'd have all angles covered then.

The £85 million order might suggest the govt. are a tad interested...

They said the cr4p antibody test missed 16 positives and the T Cell one only missed 2 positives, so claim it's 8 times better by comparing 16 to 2 (8 x 2 = 16), which is a diabolical misuse of statistics!

A Long Way Down
with the sequel being...
Sideways

https://uk.reuters.com/article/us-health-coronavirus-vaccine-breakingvi/breakingviews-test-giants-have-problems-but-a-vaccine-aint-one-idUKKBN27S1II

https://uk.reuters.com/article/us-health-coronavirus-vaccine-breakingvi/breakingviews-test-giants-have-problems-but-a-vaccine-aint-one-idUKKBN27S1II

Positive about flying? Airlines look to COVID tests that give results in minutes
http://reut.rs/32U0ak1
Becton mentioned in this new article.

The more I listen to AS, the more impressed I am. For a scientist, his grasp of PR is exceptional. Very articulate and sure of himself, hardly puts a foot wrong. Manages to do this without a hint of arrogance or smugness. Very, very impressive CEO. Re-assurance if ever you needed it.

Never felt the need to filter anybody. It's good to hear both sides of any argument. But these 3 characters don't contribute in a constructive/analytical way at all, so these 3 have been consigned to the bin.

Not sure if already posted, but further gearing up by Abingdon.

https://www.abingdonhealth.com/latest-expansion-and-additional-manufacturing-capacity/

@dufry
Very nice of you to spare a thought for poor Adam (maybe not so poor soon).
Posts like yours helps restore my faith in human nature after reading some of the nastier posts on here.

Great RNS...just getting the feeling that antibody therapies are becoming so YESTERDAY

Man City vs Arsenal
OR
Critical design considerations for COVID-19 rapid POC diagnostic test development

It's a tough call.

@dryland
Thank you! Last time I ate up there, I had a lovely fillet steak in La Escalera.

@ipadtrader
You prefer it up in the hills/mountains...I like being by the coast myself.

Anyway, enough of the Travel Show...back to Avacta!

@dryland
Before lockdown over here, I used to drive up to the market in Benahavis every Sunday. Beautiful setting!
Funny you should mention property market, since I slipped a note through one of the neighbours doors last week, asking if they're interested in selling their villa. That was when the share price was £1.90, though -:) Passed their yesterday and noticed my note was still in their letterbox...fate perhaps!
Not really up to date on property prices here, since I've not really been in the market for a property. Bought this place 5 years ago and only just started using it properly since selling the business last year.

@Chengdo4

No 'dots' in my six figures. I'm not the kind of person who needs to impress anybody. Just thought it might add some weight to my musings. By the way, the first digit isn't a Two either -:)

If I was after impressing anybody, I might tell you I sold my business last year for close to seven digits and that this message is sent to you from my house in San Pedro De Alcantara, Spain (which is next door to Puerto Banus). But then again, you wouldn't believe that either -:)

Hasta Luego!

Just my thoughts...

I'm in here at a six figure level...and the first digit isn't a One.

After a pretty stressful week, with all the ups and downs, I feel strangely sanguine about my Avacta holding today.
I'm realising that, what was in my thoughts initially as being a 'covid' play, has subtlety transitioned in my mind to being a serious medium/long term investment in an extremely exciting company with the potential of an incredibly disruptive technology at it's fingertips. I now regard the diagnostics tests as being a massive bonus when they happen.

I was slightly disappointed with Alistair's afternoon performance, but much cheered by the evening event. I guess that was because he put more emphasis on the therapeutics side of things in the earlier presentation and seemed on the whole a little bit blaze about the LFT and BAMS tests. Possibly an error on his part, but a forgivable one in hindsight. After all, he's a scientist first and foremost and is therefore naturally more excited about the prospects of taking a giant leap forward in the field of cancer treatment than he is in a couple of antigen tests. I think he redressed that perceived imbalance in the evening performance (I guess in no small part due to him being shocked by the afternoon share price action) and acknowledged the substantial contribution the antigen tests have made to the company's meteoric rise.

Hope it works out great for everyone invested here and hope it's a slightly less stressful journey going forward!

"Also I personally don't think the CEO appreciates the share price being where is it due to the Covid 19 pandemic.
He's out to help cure cancer... which is much more important but it's the Test strips thats got him his 48 million so he needs to stop playing it down."

Absolutely spot on themuir01. I also think he was slightly arrogant (and defensive) when questioned about having previously said Avacta were fully funded until 2021. His response should have shown a degree of humility and he should have explained better how circumstances had changed since he made that 'fully funded' statement. You would expect he would be fully aware that this question would need answering with good, solid arguments...yet he almost seemed to just brush it off.

Still think it's a great company to be invested in (heavily so in my case). I just think he could have handled that presentation a bit better than he did.

Great find PL75.
Is there any limit to this company's ground breaking technology! Amazing.