Member Info for Wiggly

Interesting BUT not surprising. These guys know that the value opportunity here is tremendous.

The fact that none have offloaded, never mind actually increasing (!) despite the huge rise vs this time last year, speaks volumes.

Patience is about to be rewarded!!!

Admittedly I'm adding 2+2 and getting 5 but the idea that FTI were introduced by a potential partner makes a lot of sense. We shall see.

Interesting connection between FTI and Moderna…..

https://modernatx.gcs-web.com/news-releases/news-release-details/moderna-confirms-advanced-discussions-european-commission-supply

Are there any connections between FTI and an entity such as Astra Zeneca, Moderna or such like? I would not be surprised if they had been introduced to AVCT by a larger party, pre finalisation of a significant deal, in order to perform DD.

When facing their most complex challenges and opportunities, the world’s leading law firms, corporations, financial institutions and private equity firms turn to FTI Consulting experts for their depth of expertise and ability to swiftly become a trusted advisor.

Good spot, certainly unusual to reference the top dog (MD) as the point of contact.

The BBI produced NS LFT detects CV in the clinical range and can be manufactured at scale. Unsure why anyone would currently be concerned that the LFT may be a flop. It wont !

Someone please call Giles and see if he can reach AS. 3 key questions;

1. what does the $7.3m investment value the Daewoong JV at?
2. what is the progress with BBI on the Rapid LFT.
3. When do you expect BAMS to be Clinically validated and for sale to UK NHS?

Can someone call Giles and as him to give AS a call today. 3 key questions

1. What does the $7m investment value the JV at?
2. Can you provide update related to the LFT progress?
3. When do you expect BAMS to be CV and for sale to the UK NHS?

There was no DT interview with AS following the recent Bruker news. I cant remember the last RNS that was not followed up with a same day/week DT interview.

Will AS have any interviews today?

The silence is telling.

Tick tock..

Positive LFT news drops?

After zero value attributed to the AVA6000 progress, licence agreement with POINT, Licence agreement with ASTREA, Expanded Deal with LG Chem and tie up with the 9B Giant Bruker..

When the LFT news drops it is going to go crazy, that is for sure!!

So good, I just love this share. Put the Covid test opportunity to one side...

AVCT have a cash run way for +5 years and an incredible pipeline of HUGE impact opportunities cooking in the Michelin star kitchen, all of which will be baked fully by the time AVCT would need to raise again. If any one of these opportunities comes off (the probability of such is very high) then it becomes truly transformational to current shareholders.

Then add in the Covid opportunity, which while delayed, appears to be very much in the game!

Incredible share. I don't think anything else can rival the opportunity here!

Or none at all. What’s that going to do to the SP?

I think some serious FOMO could be in order.

I think we can now be 100% sure that something is definitely going on in the background.. Is Bojo speaking tonight at 5pm?

I cant think of any other reason to delay the TU that has been on time each year dating back >5 years... Surely being held back to include release of some very near term news?

I think would explain the late trading update..

Mr AP suggests S&S news tomorrow..

DHSC just released the Lampore S&S which was referenced by PA consulting...

Is to deliver a high throughout assay PROTOCOL. To me, this suggests performance validation is not in question, it is now simply the PROTOCOL e.g. the official procedure or system of rules governing the use in a clinical setting.

Our objective is to work with Bruker and our clinical partners to deliver an effective and high throughput assay protocol, that can be applied in the clinical setting, with the required sensitivity and specificity and CE/FDA approvals to provide a useful additional diagnostic tool in the fight against the coronavirus.

GKB - perhaps the problem was the bullishness from AS during the Summer - but then that bullishness secured $50m and secured our immediate future without need for (significant) dilution.

If they had said back in Q2 20 that development of tests had started and by Q1 21 we should have testes to market - I doubt they would have secured $50m at 120. Perhaps AS really did believe tests would be on the market by Q3 20?

While perhaps not what short term traders want or care about BUT clearly this trio (AVCT/Adeptrix/Bruker) can deliver much more than the BAMS COVID test.

If Bruker like the Covid test due to the exquisite S&S (which they clearly do), then they will know that Affimers can deliver in many other diagnostic areas.

Very happy with my long term (I view as extremely low risk) investment opportunity.

With zero mention of the LFT (there is always some form of mention in the updates) I sense a specific announcement is close.