Member Info for x54v

From that update:

"As a final comment we first made contact with Daewoong at JP Morgan in the healthcare week in 2019. And I've just returned from JP Morgan this year, I had 30 meetings over 3 days and I have to say it was the most productive JP Morgan that we've ever had. I'm very excited about the opportunities created and I'm looking forward to updating the market at the appropriate time." - from 2:11

Update note on yesterday's RNS

"This not only opens up a giant new, long-term market opportunity but significantly also, AffyXell is committed to fund all of Avacta’s related costs despite it retaining the commercial rights to the proteins in all unrelated fields."

"presents stakeholders with an opportunity for substantial and relatively near-term value creation, through the development of a next generation of stem cell and gene therapies."

"Significant though today’s news is, it is likely to be just one step in what is expected to be a ground-breaking year."

"In 2020, the Group proposing to take its first drug, AVA6000, a pre|CISION targeted form of the standard-of-care Doxorubicin, into the clinic."

"This potentially represents a major inflection point along with opportunity for creation of significant commercial value"

https://avacta.com/wp-content/uploads/2020/02/Avacta_3_2_20_FINAL.pdf

Myles McNulty clearly seeing the huge potential here.

"#AVCT increased holding to 1.26m (across family). Intend to get to 1.76m (1% of equity) by end Feb. The most upside I've ever come across in a stock over a 3-year investment horizon. Biotech - so obviously not without risks!

Will share all research once I've completed writing up"

https://twitter.com/MylesMcNulty/status/1224690176556982272

The newsflow so far this year has been very positive indeed. If it continues at this rate then the share price should really take off. An exciting time ahead. Lots to look forward to.

......

3rd Feb - Avacta and Daewoong Agreement

"The potential for AffyXell's new class of cell therapies, which can be applied to a wide range of inflammatory and autoimmune diseases, is enormous."

"We believe that this has the potential to create substantial value for stakeholders in the near future."

https://investegate.co.uk/avacta-group-plc--avct-/rns/avacta-and-daewoong-agreement/202002030700106520B/

28th Jan - Successful initial proof-of-concept

"These in vivo efficacy and distribution data demonstrate initial proof-of-concept for TMAC drug conjugates and represent an important milestone for the Company."

"We continue to receive significant commercial interest in the TMAC concept"

"This is hugely encouraging for the TMAC programme"

https://investegate.co.uk/avacta-group-plc--avct-/rns/successful-initial-proof-of-concept/202001280700130774B/

23rd Jan - Trading Update

"Revenues for the period, which include the initial milestone payment from LG Chem, have grown 100% to £5.5m from £2.76m (12 months ended 31 July 2018) and are ahead of market expectations."

"Importantly revenues from the Affimer® diagnostics business have grown by 130% as more customer evaluations of the Affimer® platform are underway."

"The Group's order intake and sales pipeline into 2020 are the strongest to date."

"The cash position at 31 December 2019 was £8.7m (31 July 2018: £5.2m), also ahead of market forecasts"

"I am therefore looking ahead with confidence and believe 2020 will be an exciting year of further progress."

https://investegate.co.uk/avacta-group-plc--avct-/rns/trading-update/202001230700046434A/

8th Jan - Avacta and Daewoong Establish Joint Venture

"Cell and gene therapies are attracting intense clinical and commercial interest. We are very excited to establish this joint venture with Daewoong, one of the top pharmaceutical companies in Korea, to develop the Affimer platform in this important therapeutic area. Our vision is to combine our platforms to create the next generation of cell therapies, for which the potential is huge. "

https://investegate.co.uk/avacta-group-plc--avct-/rns/avacta-and-daewoong-establish-joint-venture/202001080700051128Z/

1:57 - "My wife almost divorced me when she found out I also underwrote the entire deal to the tune of £2.5 million. But this...is the best deal I've ever seen in my life."

6:03 - "Within the next 2 or 3 months we'll be making an announcement to the market that this combined entity is profitable."

https://tinyurl.com/ty5c9pt

moniman,

"Could one of you experts please explain to me why Jupiter are supposedly dumping their entire holding if this is such a sure bet???"

Instis buy and sell all the time for various different reasons. Just because one dumps its holding, it doesn't necessarily mean anything negative. In fact instis often get it completely wrong.

For example, here's JP Morgan selling STX in May 2018 around 20p. Price is now 162p.

https://investegate.co.uk/shield-therapeutics--stx-/rns/holding-s--in-company/201805040920351547N/

Fairly constant buying through the day so far. Jupiter overhang has been what has been holding the price back.

Although a 3 million share trade has now gone through and price started to firm.

Once the overhang is clear, this will rocket.

"The potential for AffyXell's new class of cell therapies, which can be applied to a wide range of inflammatory and autoimmune diseases, is enormous. We are therefore very excited by the opportunity to be part of this new venture and to demonstrate the power of Affimer proteins in the field of engineered cell therapies."

"We believe that this has the potential to create substantial value for stakeholders in the near future."

https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/AVCT/14407078.html

Yes, that's certainly a chunky buy.

Somebody very keen at this level. Could see a decent move back up from here.

Interesting to see if it is indeed another director buy.

Good to see CF buying £300k worth in the placing today so putting his money where his mouth is.

He now has £2.75million worth of shares so significantly aligned with shareholders. In his best interests to drive the share price much higher from here which is good to know.

Plenty of reasons for the share price to move much higher over time.

A strong move today on very good volume. Hopefully just the start of things and a much bigger move to come in the rest of the year.

Cheers. Appreciated.

Marc - I can see you directly copying my posts onto Twitter BTW and posting them as if they were your own.

https://twitter.com/MarcDicks/status/1222089605543014402

https://twitter.com/MarcDicks/status/1222171798860640256

Basic common courtesy to credit the actual author.

"Given a peak sales projection of US$4bn/year for Bavencio, significant commercial interest that Avacta’s development programme has already attracted might now multiply still further."

https://avacta.com/wp-content/uploads/2020/01/Avacta_Group_plc_28_1_20_FINAL.pdf

Excellent news.

"a significant reduction in the rate of tumour growth"

"an important milestone for the Company"

"continue to receive significant commercial interest in the TMAC concept"

"This is hugely encouraging for the TMAC programme"

https://tinyurl.com/smnlbjz

"Circassia Pharmaceuticals – these shares could double over the next year"

Https://tinyurl.com/smnlbjz

RNS just out.

Lombard adding again. Now up to 11.56%.

https://investegate.co.uk/circassia-pharma-plc--cir-/rns/holding-s--in-company/202001271147290242B/

"Avacta Group revenues rocket with order intake and sales pipeline strongest to date"

https://www.businessweekly.co.uk/news/biomedtech/avacta-group-revenues-rocket-order-intake-and-sales-pipeline-strongest-date

Myles McNulty loading up again this morning:

https://twitter.com/MylesMcNulty/status/1220619670295842816