Member Info for Yorkshirepragma

Y’all come back now...

Here’s the current official test numbers globally. That’s before you add future commercial test applications.
Several million per day not unlikely.

https://ourworldindata.org/grapher/daily-tests-per-thousand-people-smoothed-7-day

Acquisition hungry link up...interesting?

https://www.mergermarket.com/info/info/high-hopes-lg-more-deals-under-new-head

SpaceT. Most relevant investors info. Of the day! Prima...

Avacta Rev. $500m? MCAP...$.2-3bn
Here’s hoping...see how it goes

Evening quiz..

Autolus...$.800. /1m Rev.
Avacta....x..? / ?

GLA

Interested to see Alistairs Ablynx comment again..... with today’s appointment? Plan coming together perhaps .
With the ‘unfortunate’ Covid opportunity worth potentially xbn., my guess they’ll be lining up...
GLA

Ref FDA ..fast track sought
https://www.fda.gov/news-events/press-announcements/coronavirus-covid-19-update-fda-provides-more-regulatory-relief-during-outbreak-continues-help

RK,
Sorry ...just saw your reply...yes agreed options to diversify virus testing are sig. upwards and onwards., happily buy you all a fish bash in the Wetherby Whaler if and when £10 reached....
Regards

RK,
Yes, that would be an admirable outcome. Just adding one pertinent point, that the improved ‘profile’ will likely be driven by all the no doubt good PR around the affirmed LFT technology application. Stateside interest is notoriously fickle , but in Avactas case we can expect it to resoundingly positive.
USA interest will have a large part in future share price . I suspect you’re right in hyper £10 prediction should the interest come in strong...
Best Wishes

Should revenues per.ann.hit c1bn+/-...suspect this would ‘frame’Avacta position going forward. A value upgrade would as suggested need to reflect “rundown in test demand , and that’s an open question for now?
GLA

Always interesting to read the background and exchanges here.
Most relevant at this ‘historic ‘point is future value.
As M.Mc has presented its extraordinary when all relevant information is within the public domain not to see further upgrading of value here.
If the LFT revenues reach anywhere near predicted the company value will be £1-2 bn. Min. ,based on typical earning multiples . If not higher.
USA Publicity via Cytiva will feed the fire..
GLA

Apologies typos....

CD,
Suggest the Medusa link illustrates a shrewdness on the part of the Avacta team,I’d suggest, not normally seen in Biotech to take commercial advantage . Though these are strange times.
More relevant is the now certainty of a ‘good test’, and potentially significant revenues.
If these near the level likely, then the company valuation will head upwards to match.
At up to. A conservative 15xmultiple for Biotech,this will be impactful on the valuation.
MylesMcN prediction sees a takeover, of go further and suggest several big pharma AQ teams will have them on the radar. Could be before end 20 ,subject to pressures from COVID demands.
Serendipity rules ?
GLA

Undervalued after revenue commences q4. By ca $Bn probably....

https://ourworldindata.org/grapher/daily-covid-19-tests-smoothed-7-day?country=GBR~United%20States%2C%20tests%20performed%20(CDC)%20(incl.%20non-PCR)~ISR~JPN~IND~FRA~CAN~AUS~LUX~NLD~NZL~SGP~KOR~ESP~SWE~CHE~TWN~TUR~ARE

Sadly on the up.

Jobs a goodun then.. congrats to Alistair and team.

Well put. The eventual value will likely to be comparable to those already ‘test ready’. Only hold back is non USAsife exposure , however Cytiva will put that in hand no doubt.
Patience is a virtue...
GLA

There are 3 good applications in train. Scientifically this indicates ‘good’ application tech. Be highly surprised if LFT unable to meet testing demands.
If the LFT presents a challenge in ‘ tuning’ remember there’s a sound team dealing with it too. Probably none better.
Been also said before here ,but this is in the Cytiva prerogative to manage info. flow,
GLA

Sold 1.4 Buys 2.4m....says it all