Member Info for urbansea89

Whether it is an RNS tomorrow, or whichever day soon, it's certainly a true market realisation that this thing ain't going away for a long time and it needs major intervention on scale that's unimaginable. Govt can't put all their hopes into vaccines, they know themselves that vaccines will only mitigate the problem, they'll never fix it completely that way.

You’re right Gr33ning. The potential for the Av6000, if it works, for an acquisitor is astronomical. Certainly would be worth £80 + per share to it. A small percentage of the total chemo market x 20/30 easily..... of course if it works. I’ve no idea if post trials provide a uereka outcome or a looks promising one.

100/200% have been all in on Baillie Gifford American and have forgotten about it.

And Arnold, the AV6000 is worth 20+ times that because a high multiple would be applied to it.
Lot of ifs, as you say, but rightly we’d not be in a stock like this or similar unless the RR was much higher.

Guess patience is a worthwhile virtue. Plenty to go around for many years to come.

https://www.grandviewresearch.com/industry-analysis/covid-19-diagnostics-market

Think we all watched this on the utterly contrived Labroots fest some time ago. Think there was also an open discussion between 3 other maestros on a similar theme.
Was a shame, the event could have given us a lot more but in then end it was somewhat stating the obvious and more a Klaus show sequel.
Sure we will get there and it will be good but have totally lost faith in the poor and unreliable comms from the board.

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.