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Yes Bella.
We are in a great position in every respect apart from the share price (which of course is the most important thing for those looking to cash out "imminently"
However for those who are prepared to wait for "shortly" or beyond imo good rewards await.
Being the myopic market it is imo AIM will get its knickers in a positive twist when we get our RNS about the LFT coming on stream ( not saying that will be as exciting as what we have just had but I won't complain)
The LFT is the foundation of our diagnostics division. Of course it will unpause soon. Those who write it off imo are being illogical as well as pessimistic. The cancer treatment is the holy grail of course but the LFT will give us fuel to get there IMO.
Sentiment is a b..... isn't it. Or is it?
Without negative sentiment we wouldn't be anticipating multibags from here.
Of course it would have helped if folks like me had topsliced in the 200's but que sera sera.
Lets just remember as we see one piece after another of the jigsaw coming to light (and being ignored by the wider market) that in fact if the market was valuing and had valued AVCT correctly it would significantly reduce the size of our eventual beanos!
imo there are two ways to make money from AIM. One is to trade (at which I am rubbish). The other is to find a gem (not at all easy) and hold through thick and thin. I reckon Warren Buffett may approve of the latter tactic.
The therapeutic side of things is tickety boo at the moment.
I wouldn't bet against diagnostics taking centre stage again before too long though.
Omicron obviously provided the reason (some might say excuse?) for a reset.
I see from the ODX RNS this morning that the government CTDA bureaucrats haven't been totally ignoring them. They however are asking for "further field study data".
I wonder if we are in the same boat (not that I am bothered either way about CTDA now).
I would speculate though that the extra data that is required is to do with Omicron.
A common theme!
The FDA want it.
HMG no doubt want it.
If we relaunch soon then it'll be good to see meduflow off the leash
It'll be interesting to see any US developments.
But what will excite me most (if it comes soon) will be to see how fleet footed we can be.
The timetable is down to us and ABDX who have their won reasons for wanting the LFT to succeed ASAP.
That was a good day.
As expected AIM hasn't a clue thus far about the significance of that RNS.
The strange thing is that we'll no doubt shoot up when our LFT comes back on stream again although that RNS won't be nearly as significant.
OUR science is second to none.
Precision Delivers.
Affimers obviously do as well.
Two separate gamechangers that will revolutionise medicine.
Either of them justifies a multi billion valuation.
We must now be planning a Nasdaq listing. We surely can't not be!
And I'm sure a focus at board level is how to deal with anticipated interest from the big guys.
What do you reckon Zoom?
Caviarre on the sarnies this morning?
Wahaay!
I am not an expert so take these untutored thoughts with a pinch of salt.
We know that Doxorubicin is an effective Chemotherapy.
We know now that our delivery method of Doxorubicin is safe for almost normal doses of Doxorubicin.
The fact that dose escalation above normal dose is justified means that our delivery system in fact has been shown to reduce the toxicity of Doxorubicin.
Have we got our paws on the "Chemo" Holy Grail?
So at the very least we have now proved
I think we can probably discern that AS message was not
"Man the Lifeboats!!!!"
Hi Wyndrum
My own thinking (which of course has no more validity than anyone elses) is that AS has been frustrated for many months by the markets obsession with the diagnostics to the exclusion of the therapeutics.
The change to the Website last week was the latest in a line of pointers to the fact that the trials are producing good data.
imo at the investors meetings AS will be presenting to potential cornerstone investors who are not yet aware of AVCT and what they do.
I believe that AS needs a good firm investor foundation (not just us flakey - if well informed lot) to go forward with his future plans to include NASDAQ more drugs further trials etc. Also to strengthen his hand in a potential takeover situation (surely some sort of approach in the medium term is almost inevitable?)
So imo he'll be telling them what he has told us already. Maybe he will be bullish about the reintroduction of the LFT as well. After all the blurb specifically talks about near term income from diagnostics.
I go back to Ophidians observation that there may be a slight Covid delay in receiving and collating the data into RNS form.
My guess mid Feb.
Good debate over the weekend.
Dare I say it mabe our chat board is maturing.
Those that are downbeat about LFT chances debating sensibly with those taking a more optimistic standpoint.
Everyone bullish on the therapeutics but tossing around the possibility of a fundraise and speculating what this may mean and how it would work.
For the right company with the right momentum and the right reasons a fundraise would of course be a good thing.
My own personal prediction for the next fortnight.
No significant RNS's.
However in the short to medium term I look forward to a SP rerate.
Correct me if I'm wrong but didn't gmcc get info from AVCT that in fact there wasn't going to be a trading update prior to the investor meetings (unless I misunderstood his post?)
Wise cautionary words craiga24 and Speranza however I suspect we can still all excuse ourselves a little LFT excitement at the report.
After all the affiDX RNS seems to suggest that replacing the antibody has a likehood of "ensuring" that affiDX performance with Omicron matches its high performance with previous variants.
From this I infer that the identity of the antibody is not the crucial reason why affiDX is so good albeit that the wrong one can lessen peak performance.
I suspect that when the LFT comes back it will still be affiDX (with its lovely affimers and impeccable pedigree).
But what do I know?
Feel free those that have more knowledge to tell me I'm talking nonsense!
The price action has definitely changed yesterday and today.
Its like we have been given "Permission to Rise"
Hi Profcheese.
Its probably of little consequence whether a particular opinion expressed on here is honest or not.
But the comments in your message of 12:16 are worthy of a response imo.
I agree your first comment about the market.
I don't share your qualms about future variants given that AVCT have already intimated they are (on top of getting the current test back on the rails) conceiving a next generation test with future variants in mind.
Who knows what we shall see.
Will they target S and N as well?
Will they tackle flu too?
Will they defy Burgerman and go back to saliva?
Will we have more than one next gen test?
I don't share your pessimism about the effect on clients of the existing first gen test being "paused"(not withdrawn). Firstly the reason does not relate to the tests previous performance.
Secondly if the test is back on the market before too long what it will suggest to prospective clients imo is how quick footed and efficient (as well as honest) AVACTA are (especially if that is juxtaposed with lack of action on the part of other test makers).
As regards what the Avacta management are "well aware of" look no further than the RNS.
They are slotting in a different antibody into the first gen test as we speak to ensure the previous high performance. Hence as roundhowe points up they can say to future investors that the company benefits from near term revenue generated by affimer diagnostics (and imo they are not just referring to animals)
They are not shy about discussing the long term commercial possibilities of their next gen Covid 19 test.
So maybe your view is honestly expressed and you are just a pessimist.
But imo your vibe is not that projected by AVCT.
Because we know;
The pre/CISIONTM platform offers a way to reduce systemic exposure to and improve the safety of chemotherapy drugs.
The platform has the potential to generate a significant pipeline of safer better tolerated chemo therapies to treat a wide range of cancers.
It represents a major commercial opportunity.
It is the principal value driver for AVCT.
Hey Mr R
Today.....
Well firstly you scared off most of the numpties.
Secondly some kindness and respect was displayed between posters today.
Thirdly an RNS was issued which led not to a sharp fall but to a burgeoning sense of confidence and growing wellbeing.
Fourthly Big Al is going on a three day jolly start of Feb shaking the hands of investors and investors to be after having given a trading update.
Oh and another company has been appointed to replace the useless one so Al can suck up to hedgefunds etc
Hang on...…….
Am I dreaming? Am I on the wrong board?
I don't think we should be frustrated by the lack of market acknowledgement. Many of us probably expected just that!
We could either complain about AIM (to no end) or take huge encouragement from the great RNS and reflect on the fact that after all that's why most of us deal in this illogical irrational market. Because it often doesn't spot the gems, goes on sentiment and if you can get in early before the herd you can make a killing.
Being patient is not so easy when the share price is so low as it was at 120-130.
But I am digging in.
I concentrate on the RNS record rather than focusing overmuch on the give and take on this board.
That tells me that all is well with the company fundamentals and that my hopes of retirement in the short to medium term are still alive.
Furthermore it appears that the director of the English distributors of Flowflex appears to have the same name as a solicitor who has been suspended for a year. ( see ODX Sunday night thread entitled "FRAUD AT THE HIGHEST LEVEL")
That's the one Spike.
We all know about Innova.
Is it the case that according to that link our Flowflex is a dodgy Chinese knock off of the "real" USA one.