focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Had a little bit of Arb at 80p. Well done to all the big winners. Thought it was amusing that it started out as a biotech biz. There’s always a way Al if we need to re-invent ;)
It’s huge concrete recognition for Avacta and Affirmers. Puts it firmly on the map for rapid development.
Great spot Blownitalready.
Testing needs to become a regular way of life and I think it will be. It needs to become part of everyone's weekly routine and it really shouldn't be a bother to anyone. It needs also to be part of a wider worldwide diagnostic infrastructure which we've never known the like of before.
And they may still be infectious, so they’re all gonna have to be tested anyway. In some ways it can end up worse by providing a false feeling of covid liberation
I felt like climbing into the TV and slapping him. 36 hours ago he gave a different story. He knew what was going on then. They must have more knowledge today than they’re letting on. Sounds like an even worse **** storm coming over the next few weeks than imaginable.
The only way out, as it was last year, is to manage this with proper military style discipline and with regular mass testing- also closing borders.
Wan4ker, can’t stand the sight of him anymore.
Same from me. Happy New Year to a fine BB.
UrbanSea89
Presumably they would be required to open up about this were it to come off:
7. ANNOUNCEMENTS
No announcement, communication or disclosure of your interest in the Procurement or the fact of our discussions shall be made or indicated by you or on your behalf without our prior written consent, unless such announcement or disclosure is required by law or by the rules of any relevant stock exchange or by any supervisory, governmental or regulatory body or court of competent jurisdiction or other authority with relevant powers to whose rules you are subject.
Yes I didn't quite get the phase 2 part Sleepydave- the expansion phase monotherapy
Perhaps someone might help and expand.
Infinis, I’d say if the AVA6000 proves to deliver the chemo to the FAP in all 12 patients, without the en route side effects, it will be job done there and then as far as the SP goes. Hard to say what it might be but sure it can be extrapolated as a percentage proportion of most of the chemos in the world market, which would be vast because a proper multiple could be applied to its annual sales. In time it would surely render Doxorubicin and others useless without the AVA6000.
It would also be an historic medical achievement.
Presumably we’d get updates on the application feedback in Feb/March to get a clear timing on the first patient dosing.
Thanks a mill bb143, huge help.
Have a fine Christmas.
Any guidance on which funds have a high concentration in Nio?
Thanks
Good post Infinity. it may also encourage travellers to be particularly carefully and diligent with their approach to Covid infection threats before they travel to lower the risk of positives and disappointment at airports. They could also chose to take home tests days before travel so as not to have the nightmare positive experience on the day.
But we will need exquisite for the other use cases eg travel & entertainment, not just UK
and sadly Christmas is likely to turn out to be one of the biggest super spreader events so far. They probably know it but realise it would be impossible to enforce.
Whether it’s us or not, any day soon it will be us for sure and we’ve had further political commitment for a sovereign, with vast amounts of LFD testing, which is proving to work. It will further advance the case to other nations that ours is a successful model.
Whichever way BBI will be all over this (more motivated than the other lot). They have a lot at stake and big production lines that are being scheduled to produce many millions of pieces. Also we must remember Avacta is not a one man show, they have an experienced board and a broad management team who I'm sure called it a day with the other lot and started to get a lot more practical about getting on with things. I think we'll see much quicker results and due respect to commitments and deadlines.
Great post Luke. Me too, (nearly over it)
I had a sense Cytiva were too detached. Sure they would take the money for the business they’re in, to make stuff, trial and play around with. I’m sure they have provided part of what’s been needed but what a pelaver. Glad it’s in touching distance and under more control.
Hugely uplifting hearing BJ with the success community trials beginning to prove effective. It’s clear evidence of a sensible testing strategy that will provide a vast volume for a long time to come.
Importantly, it can demonstrate internationally that the model works and needs to be maintained, despite vaccines.
The Avacta licensed export is potentially vast.
I wish business wasn’t to awful from my end. I’d be in for a lot more soon if I was able to.
I agree, I've done the same on a second read. I just thing it was all handled really badly. A better written update would have reflected the position as it is but with a lot more conviction. It's largely as it was other than there's a more commercial approach with the swab added which seems to have ticked the boxes in testing elsewhere. Why not have the swab aswell? Why rule yourselves out of a relatively easily adapted part of the offering? They should have announced this 2 weeks ago, at the time they made the amends on the web site, when they clearly knew it was going this way. What's happened to Cytiva? ok they did take an age and maybe they are all hype with other fish to fry. I'm not entirely surprised, I always felt they were lording it over a bit and their stupid lab roots conferences reflected them in that light.
The AS video release was also handled badly, it lacked frankness and punch. More could have been done by Al than practically reading the words of the RNS. I'm sure we would handle direct talking much better than the tone that's ended up being delivered.
I'm very disappointed by the Avacta comms team and their advisors. I don't thing they're up to it.
Makes total sense. Everyone would follow suit to get their pass. Would guarantee uptake v little encouragement. No different to youngsters needing and ID card to get served in a pub.
The scale of testing market is less speculative than it was 2/3 months ago and has become abundantly clear to more people that it’s need is longer term and complimentary to any vaccines rather than being ruled out by them. It’s also more evident that extreme supply and demand issues for an easy test, that works, make this market a no brainer.
DYOR