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For something as important to the world as the LFT, I can’t see them being too keen on exclusivity being granted to just one manufacturer.

It is not exclusivity on the manufacturing. If required, Cytiva could use multiple sub contractors. It is exclusivity on the tech.

This is all speculation however, lets say Cytiva were to offer $1.5billion to buy AVCT. This would give Cytiva exclusive rights to the high performance LFT (which is likely going to generate revenues >$1.5b) and all additional projects related to the Affirmers. For me, if the LFT is high performance, then this makes excellent commercial sense for Cytiva.

Understood there would be a contract beforehand however at the time the contraxt was drafted did cytiva realise just how big demand was going to be for rapid antigen testing?

Contract can be rewritten easily if big money is on the table.

Just speculation on my part but don't think it's unreasonable.

It’s not their decision, why would Awacta grant exclusivity?

$$$$$$$$$

Put simply, danaher (cytiva) is valued at 142b. They could secure exclusivity (eg 100% of future revenues) related to the LFT and, if they wish, the entire avct future pipeline quite easily.

Nothing to prevent cytiva engaging third party manufacturing. What I am saying is IF, the affirmers deliver a high performance low cost test, why would cytiva keep avct within the partnership if they could secure 100% ownership?

If the affirmers deliver a low cost high performance test, I would expect Cytiva to target exclusivity - they certainly have the cash to do so. Could this be why no manufacturing partners have been named?

I assume a big US government contract and sales in the hundreds of millions (dare I say billions?) would still be significant for Danaher (mc 142 b)?

Stock flying. Any chance it is linked to the LFT?

FOMO starting earlier today. Last few hours should be interesting

It seems we have a big buyer that is hoovering up everything on offer.

So close now to major news (e.g the contracting of manufacturing partners) that its very likely multiple parties now privy to what is now appearing in the distance.

SP up now :)

Evidently, the big launch is most definitely coming. Medusa have now recruited an MD, CFO, customer service manager and now scientific support.

Lots of third parties now involved so very difficult to keep a tight ship.

Could be manufacturing deals being signed or loose lips at CONDOR as evidence appears as to just how good the BAMS and LFT tests are.

Fingers crossed

BBC - Comments from Tony Blair. Supports the likelihood that mass testing will exist for decades.

How big a role will affirmers play in the mass testing? It is probable that they will play a significant role, hence AVCT is currently significantly undervalued.

There is no rush..

All evidence now suggests mass population testing will be something that will last for many years (not months).

Avacta, backed by multi billion $ Danaher (Cytiva) and with a market leading product, should secure a significant portion of the huge market for years to come.

What is the market waiting for?

Probably means its game over.

Nice sensible post.

Regarding the Neutralising Affimers. Surely there is a deal to be done here. If I were big pharma, I would propose a deal on the basis of securing xx% on future Affirmer usage (e. G. Secure a stake in the Ava6000 trial)

Would this not make for a sensible investment from big pharma?

Or could be a distressed seller? Either way the probability of success looks to be nailed on.

Interestingly, there is now a growing consensus that testing could be required for many years, with or without a vaccine being deployed - which is incredible for AVCT.

Said that LFT testing from the commercial sector was only weeks away. Would not be surprised to see a further RNS this week with details related to the LFT.