Member Info for Wilson63

Managed to double my position today. Can anybody help I can't get past one page on lse so I was just wondering if someone could give me the lowdown on the Lombard buying g 4% today. I'm not been lazy not long finished work.

Comek2 Tks for the posts re CMO really invaluable information to a newbie(to pharmas) like me.

Magical_trevor well you won't care as your out at the moment.

Thanks just presumed the companies website would be accurate:)

Myles mcnultys thesis just keeps giving apologies to long term holders.
The company has a collaboration with tufts university.

https://avacta.com/major-therapeutics-co-development-partnership/

And for those like me that don't know what a drug conjugate is.

https://en.wikipedia.org/wiki/Antibody-drug_conjugate

This would appear to be the game changer for this company with this collaboration.

And 59.8% of shares in institutional hands so I'd expect tr1'safter the 24th April. Here a few off the companies website.

Significant Shareholdings
Current significant shareholders are as follows:

IP Group plc – 15.05%

J O Hambro – 9.38%

Baillie Gifford & Co Limited – 8.42%

Lombard Odier Asset Management – 5.39%

Miton Group – 4.87%

Carlton Holdings International – 4.83%

Unicorn Asset Management – 3.41%

The big positive here for me is Miton group and gervais Williams.

Pse note again this is for new potential investors passing through and if I'm incorrect pse tell me.

This posted by one of our French friends on twitter

https://www.linkedin.com/posts/angela-moussa-42984041_lebanon-bms-agbl-activity-6654998725485711360-gKRQ

Having reread the investment thesis
https://aimchaos.files.wordpress.com/2020/03/avacta-group-investment-thesis-3.pdf

I noted that the company had proximity 8 million cash at the end of 2019 deemed sufficient until the end of 2020.

The fund raise of 6th April explained clearly the reason for the additional fundraise

https://www.lse.co.uk/rns/AVCT/proposed-placing-to-raise-375-million-zw3u2ke8qipqzxh.html

One query it's for 3.75 but it also states 5.75mil. I'm sure you've all discussed this is there a simple explanation.

The purchase of Aptuscan in 2012 would appear to have been a eureka moment given the various advantages of affirmer reagents over antibodies.

In conclusion I will try to buy some more this week as the fundraise would hopefully have been bought into by institution with a mid to long term view.

Back to rereading the thesis(hard work on an iphone6!!

All views welcome and appreciated.

As ever bladesharp all over it.

https://mobile.twitter.com/hashtag/novacyt

Hhbb8833. Regarding Who is it not Roche and not TF?

I bought in on Wednesday happy to sit the summer out, having read the note that somebody kindly posted the link to on here I highly recommend a read of it. Try to get by the first page where it states

For example, all four partnerships are fully funded by the partner in question – that is to say, all of Avacta’s R&D costs incurred in each project are covered by that project partner."

Nice.

https://aimchaos.files.wordpress.com/2020/03/avacta-group-investment-thesis-3.pdf

Dr kit Yates mathematical biologist bath university in question and answer with Victoria darbyshire just reiterating test test test as an ongoing concern. If we lift the lockdown we need an accurate test FOR the virus. HELLO.

I'd relax folks nothing is a certainty but this must be the nearest thing.

3.14/troublesome I get the frustrations care homes are not included In the figures, my dads in a dementia care home and they are trying their best. The cold hard facts are if they get a spike in infections they need some spare beds.
My dad is DNR his request not family but knows he's had his time and would rather somebody with a future got the bed.
I hope my post does not offend anybody. Stay safe.

Intrepidinvester I'm finding it quite cathartic recommending your posts.
Have a good easter. Gla

Leemu your original amount can grow to any number and still be tax free. New tax year you can add additional 20k irrespective of the amount in the isa.

Leemu 20k each year you keep all profits tax free. So if original 20k doubles you keep the 40k tax free and then can add an additional 20k in the next tax year.

Happy easter all.

Surely the simplistic version of this is. Optigene piggy back on primer for expertise as primer are piggy backing with gsk/Astra.

Tomvisual and allah4uk Tks for responses thought I may have missed something glaringly obvious.

Tomvisual I asked a question re optigene unfortunately nobody has replied I may be being thick(I don't mind) why is the optigene test good for primer:nova?

An optigene question I've read the articles their home page etc and PrimerDesign are mentioned in this article.

https://www.basingstokegazette.co.uk/news/regional/andover/18354750.basingstokes-super-fast-covid-test-set-rolled-across-uk/

What is our benefit in this? Sorry if it's been gone over :)