Member Info for Wiggly

Is a dangerous thing.

WOw, they are all out today! I wonder why?

The director is still with AVCT! I wonder why he wants to hang around at the age of 70???

Key for me was his comment that the initial data HUGELY DERISKS the product going forward.

Do tell more....

This looks like one last desperate attempt to collect cheap shares. Blue finish is nailed on.

Why the big drop? Performance has been good and the future looks bright.

nm

Interesting late reported trades from yesterday afternoon. No wonder the share price rose sharply during the PM

25-Mar-21 11:09:52 252.70 10,000 Buy* 250.00 253.00 25.27k O ?


25-Mar-21 10:06:40 253.45 15,000 Buy* 250.00 253.00 38.02k O ?


25-Mar-21 10:04:25 252.36 12,000 Buy* 250.00 253.00 30.28k O ?


25-Mar-21 12:04:01 250.60 312 Sell* 250.00 253.00 781.87 O ?

25-Mar-21 12:02:37 250.60 402 Sell* 250.00 253.00 1,007 O ?

24-Mar-21 16:23:25 265.10 20,000 Buy* 250.00 253.00 53.02k O ?


24-Mar-21 16:24:01 265.10 20,000 Buy* 250.00 253.00 53.02k O ?


24-Mar-21 15:22:16 255.00 42,352 Buy* 250.00 253.00 108.00k O ?


24-Mar-21 15:37:39 259.85 20,000 Buy* 250.00 253.00 51.97k O ?


24-Mar-21 16:02:40 248.1161 134,457 Sell* 250.00 253.00 333.61k O ?


24-Mar-21 16:36:26 249.5125 50,000 Sell* 250.00 253.00 124.76k O ?


24-Mar-21 16:35:32 259.201 165,224 Buy* 250.00 253.00 428.26k O ?


24-Mar-21 16:22:59 265.52 16,234 Buy* 250.00 253.00 43.10k O ?


24-Mar-21 15:45:35 260.00 18,209 Buy* 250.00 253.00 47.34k O ?


24-Mar-21 15:36:34 259.15 19,293 Buy* 250.00 253.00 50.00k O ?

Reversal in play....much earlier than yesterday! Could be an interesting day ahead!

Interesting. If Mologic + AVCT combine the N & S to deliver 100/100 then there wont be a better, more cost effective test to be used for the hospital setting, GP surgery etc - GLOBALY - with a revenue stream lasting FOREVER!!

I think following CV results (assuming very good, with potential to improve even further) the valuation is going to surprise many on here.

Starting to tick up slowly. Would love for it to boom into close!

Bouncing into 2pm...

Please AS, put everyone out of their misery and deliver THE RNS!

Wyn,

'I think the very expression "around" end of Q1 means almost by definition not Q1 but a week or 2 after'

The above shows you up for what you are.

Its coming guys, no way would AS provide guidance that results would be known towards the end of Q1 if there was any likelihood it would slip to Q2. The initial CV data came early and I expect the full CV data to be the same.

He could have said early q2 if there was any risk that results would not be ready Q1. He also reconfirmed the timeline during the most recent VOX interview.

The big RNS could drop at any moment. There is a very real probability that the full data from CV is now on hand and being reviewed / finalised as I type. There might well be meetings this AM to finalise the data, with an RNS to follow.

Interesting - I have been waiting for this. With the times leak yesterday about mass testing I think tonight could be the night.

Fingers crossed for an afterhours RNS!

I think AVCT will have tested, in-house, 1000s of the LFTs prior to commencement of the Clinical trial. AS would not risk the reputation of the Affimer brand by submitting to CV and risking poor results.

Happydays2u,

The revenue/profits will be huge but you cannot put a price on the AVCT Affimer tech being announced as powering the UK Gov sovereign test. It will be the single biggest validation possible of this new Diagnostic tech - and just look at the recent M&A for such tech, non of which were about to deliver $100s millions of revenue per quarter and non of which has a therapeutics arms with clinical trials fast approaching.

BUMP

- Cant be beaten on price (Affimers are very cheap and easy to produce - the alternatives are expensive and complex to produce. At +/-£5 per test, there is nothing that will come close )

- Cant be beaten on S&S (Best in class Spike test based on early CV data - likely to remain best in class following full CV - AS guidance was that we could move to full CV WITH CONFIDENCE)

- Cant be beaten on scalability (working with UK Gov for months now to produce a highly scalable device using standard parts. In addition, AVCT can licence the spike Affimer globally, thus no ceiling - the sky truly is the limit following final CV)

- Cant be beaten on flexibility to switch reagent (unlike the alternatives, the Affimers are quick/easy/cheap to produce and 4 weeks is sufficient time to develop any new Affimer package)

- Cant be beaten on speed of result (read time 5-10 minutes..)

Feel free to add.

- Cant be beaten on price
- Cant be beaten on S&S
- Cant be beaten on scalability
- Cant be beaten on flexibility to switch reagent
- Cant be beaten on speed of result

I am all ears if anyone disagrees with the above?

Following release of the Mologic S&S, I think we now have a clear pathway towards winning the majority of the £8b Government tender.

If anyone is trying to trade this now, so close to news, they are very brave indeed. Based on the update from Feb 21st, we are gearing up for Commercial Launch towards the end of Q1.... Thus massive news expected any day now.

From the Feb BU;

"We are very excited by the commercial potential of our scalable, rapid coronavirus test. The recently announced clinical data strongly reflects the excellent analytical performance demonstrated in the lab and suggests that it may be, to date, the most sensitive S1 spike protein lateral flow test. We are now confidently proceeding into full clinical validation to support a CE Mark, with a potential commercial launch for professional use around the end of the first quarter of this year.



"Despite unprecedented pressures on the Diagnostics Division, we now have in place the infrastructure to support the commercial launch of this test. Importantly, we are close to completing the establishment of a complex supply chain for the scalable manufacture of the test kits and we are making timely progress in instituting a quality management system to support the required ISO13485 accreditation for medical devices