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Hard to say where it would end up Kong but certainly a big piece of it.
The staggering thing about this business is that it has more than tests and AV6000 (which would be more than enough). It’s pipeline will begin to unlock more quickly as each success comes and cash supports it.
Personally my ongoing FOMO will be around for many years to come. I’ll proudly be here for the long haul.
and in terms of views on AV6000 value. IF it works and IF it scores 9/10 put of 10, it could render a large proportion of the 50B chemo market obsolete without the combo. How does that get valued?
The big unknown is the non uk part. Once the quality and reliability of our test and the unlocking model get recognition, there is likely to be a big demand for the product and license from manufacturers all over.
It could be vast and beyond any expectation. Hand in hand, the model is likely to have more longevity. Why would anyone risk descaling easy testing once it’s become commonplace and reliable? It doesn’t make sense.
It’s hard to put any number on it but will become apparent quickly with uptake overseas and new deals being announced. Will then make it possible for growth forecasts to be extrapolated. My feeling is that the scale and longevity will surprise everyone.
Most likely another stampede on Tues morn after announcements on Monday Eve. Then we’ll get the TU and then a series of further RNS’s Re licenses, scores of manufacturing partners who will be queuing up to be approved by Al and team. Then the US deals. That should keep us busy enough until mid year AV6000 initial clinical findings. Blimey, I’ve must likely forgotten a whole bunch of other stuff due to drop.
Sure we could save Japan Olympics. Must come on the radar soon if nothing already being pitched.
The share of the chemo market alone could be worth 5B + in revenue within 3/5 years if it comes off, multiplied by 40. Would put it a long way past that number
a gem amongst so much quality on this board. Take a bow
Just logged on and seen the BB news. Congrats everyone. Never in doubt! Enjoy the weekend, lots of great reads coming up.
Thoroughly deserved.
yes that's the one that worked for me.
Beckham?
Good call with Bach. Looks well worth their options. Great job on the submission and happily approved on time as per Feb estimate in previous RNS.
What an incredible summer to look forward to. A positive result will change the world and should deserve a Gong and a that Nobel Prize. Global front page news for sure.
The TU might give us a bit more in what GADs bring to the party, which could be very expansive.
Useful summary RockBuster . The important thing to consider about the Avacta cancer therapeutics is that even a fraction of revenue generated from chemo market would result in staggering multiples and an SP into the stratosphere. I get the feeling that even early stage indication that the AV6000 works in clinical trials would set the ball rolling.
Well done everyone. Congrats to us all. The next step in what’s going to be an amazing story
Chester is a smart outfit, they'd do it well and show the way to many others.
Nice to see racing grabbing the bull by the horns:
https://www.thesun.co.uk/sport/horseracing/14052814/chester-racecourse-5000-crowd/
Very good thread and appreciated.
Feels so incredibly close now and more and more real as we approach imminent lift off.
Fabulous RNS. Wasn't expecting the rest of the expansive news just yet, before the domestic. What's not to like.
All has a much greater sound of urgency and getting on with it. More partners, quicker growth, more big entry to market .
It's moving quickly and firm timing commitments being provided.
Couldn't be a happier.
It’s £100 on an earlyish exit or £400 post 10 years, unless we’ve all been totally wrong about everything all along, which I don’t think we have.
I’ve a feeling that there’s a lot more to come over the next year that’s still somewhat unknown.
Some of us may have been on here for a long time by the time we decide to call it a day. We might even have some divi parties along the way.
why do you think this is us Purpleackey? Was wondering how this was different to previous ones.
My wife has been home testing twice a week since last week for school. The instructions are the same "insert it to the back of your mouth and swab the area around your tonsils for about 10 seconds and then insert it into your nose (about an inch and twirl it round 5 times)". Packaging and instructions don't give anything obvious away. She loads test results are up onto a Govt site
Thanks Agent B.
Her responses clearly show that timings won't be revealed because most likely they simply don't know.
There is very clear expression of solidarity in the relationship with the industry and Govt and a genuine desire to build a big industry sector. And why not? it's about time we started developing world leading manufacturing that we're good at, rather than relying on service industries.
It's abundantly clear that there is huge commitment and not only will it happen but it will be BIG and LONG term. That part is the most important bit. Longevity, stability, recurring, multiples.