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Good to see people starting to wake up to the value here. Strong break out and hopefully a rerate to the left leg up ahead of the SPA agreement and $10m payment

I think those are my buys. Bought 3 tranches this morning between 3.96p and 4p. Value of the deal has not been realised here. Copper price direction only making this more attractive. SP consolidating nicely and should break out soon either in anticipation of the SPA or on approval in the next couple of months

I agree TradePhoenix with your view. The fact that Accustem won’t list for up to 2 months will put some people off (not everyone wants money tied up right now). I don’t think Tiziana will drop much if at all (it’s already gone 1.20-2.00-1.60 this month) so there’s enough movement in the sp already without the demerger taking place. However the near term news flow should drive this higher regardless as TP and PSB point out.

Hopefully another double digit % rise

Greend, I agree there has been some positive news around mAbs and DT but I can’t see it driving this rise as we haven’t even been told the trial in Brazil has started yet. Given we won’t see results until end Q4 earliest that’s some time away on the AIM market which has felt like its leading the US (until the last 30 mins!).

I am personally not reading much into DTs comments about Regeneron especially when he took it with at least 2 other Covid drugs. We need the Formulab trial results from Brazil to confirm if effective

Demerger of StemPrintER at the end of Oct is driving this rise!

Nothing ever goes up in a straight line but you’d be mad to trade this between now and the demerger (end Oct) as that is what is being bought in to. Profit is profit though and some traders goal is to make 10% and leave. Easy to do that at the moment but why not hold when the reward is much greater

Does seem like the Tiziana sp is headed straight to £2. When two US IIs bought £57m at £2 it’s gives confidence to buy given the DD they would have done. I’m more interested to see where we go past £2. I still don’t think the value of the demerger is priced in at all so investors are going to want those shares and be in ahead of the end of the month

Would be great to get an RNS that the clinical trial in COVID-19 patients in Brazil with nasally-administered Foralumab has started. Dr. KS said we could see results in Dec so they should be started/about to start. A positive result would be transformational

Bought a sizeable (for me) LT holding here last week after completing my research. Really like the BOD, current cash balance, and undervalued sp. interesting quarter with the demerger and Brazil trial too.

Yes the near to medium term drug pipeline here is very exciting and the market cap is only £80m!

$2.5m payment to DNL from Eton on first sale. Should see that this year easily. Nice

Monday we will be told:

Performance of LFD is very good and AS is pleased with it but no numbers - LSTM clinical performance trials in progress.
Tech transfer in progress with BBI & Abingdon.
BAMS being clinically validated/trialled with gov
LFT will follow same route.
LFT demand is astronomical
IND for AVA6000 in progress

Of course we know all this already but get impatient and for some reason expect the worst whilst being told it’s all progressing positively.

AS will spend at least half, if not more, of the presentation talking about the cancer therapies. He’ll probably detail how the fundraise cash is being put to use. It’s the Q&A I’m interested in as it can help clarify some points but don’t expect AS to pull a rabbit out of the hat.

I’m quietly positive and expect Avacta to go from strength to strength over the next 6 months with a steady rerate and consolidation along the way.

Buying more today at 77p. I expect the RNS on Alkindi FDA approval to come Tuesday morning as they usually send approval at the deadline. Looking forward to seeing what the sp will do as we are multiples off the broker sp targets and everything g is going to plan.

Will be interesting to see who/what gets a mention here considering the Avacta test will be game changing:

https://mobile.twitter.com/ASlavitt/status/1308612184314961920

Avacta’s LFT has to be one of the 10+ tests being trialled in this study. Seems to be perfect timing. There just aren’t that many others out there ready this close to clinical validation. I think we’ll get an RNS confirming shortly...

Which part of the test would need that kind of tool? The injection moulded strip case? You’d have thought it was a standard design and that wouldn’t be changed. That said we don’t know how the test is used yet (transfer of saliva into the strip) so I’ll stay curious.

Do Avacta sell:
a) tens if not hundreds of millions of tests a month through gov contracts around the world for a small profit margin (~£1/test)
b) millions of tests to the public or private business through partnerships making a bigger profit margin (£10/test)
c) both of the above subject to ramp up in manufacturing capacity

I do feel like the strategy has changed. AS talked originally about £30/test and bulk £15/test with cost to produce the test £2-£3. However now I am certain Avacta is part of project moonshot, if not it is project moonshot itself, so the volume is there. I can’t see the gov paying huge margins when they are placing orders for hundreds of millions of tests. RK suggested lower pricing should be the strategy but I was sceptical given the confirmed interest at the time. Now we know what the UK gov wants to do (10m tests a day) and have seen the Abbott US order (150m tests).

Thoughts?

Just listening to BBC news talking about the leaked document. £100bn for testing roll out. 3 million tests a day. Experts warning the technology isn’t ready yet...we know that! Surely the best performing test (Avacta) wins a big share of that. 10% of it is bigger than most of us have dreamt. And that’s just the UK...

Yeas we’ve discussed Cytiva’s potential role here as a manufacturer not just developer before. You’d like to think that the internal tech transfer time is less than going to a third party. The prototype has been ready for a while now. Imagine if we’re all focussed on the UK approval/orders and Avacta/Cytiva drop something shortly in the US ready for FDA approval and an Abbott size ($750m) US gov order! It really does depend on what exactly Cytiva’s full role in this will be. It really depends on the commercial terms with Avacta and their confidence in Avacta to capture the market (with their support in the US)