Member Info for Yorkshirepragma

Well said...

All good news ... read between the scientifically presented lines I’d suggest.
GLA

And the numbers keep growing...sadly

https://ourworldindata.org/coronavirus-data-explorer?yScale=log&zoomToSelection=true&testsMetric=true&dailyFreq=true&aligned=true&smoothing=7&country=USA~GBR~CAN~BRA~AUS~IND~DEU~FRA~MEX~CHL~ZAF~DZA~COL&pickerMetric=location&pickerSort=asc

RK, taking a PWC review of recent biotech purchases a is an interesting read...am sure you’ll have done your hw.
https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-quarterly-deals-insights.html
With the superb range of applications potential affimer tech offers, and an income of X from testing, I’d say 5-7x multiple is potential Bid area.
AM no doubt recognised this when he began these process, the Covid testing is however a “red flag “ to all and sundry to come looking...
All depends...
GLA

QDEL perhaps nearest an. With 19 rev @$500m ,mcap$ 7.2bn.
Let’s see where it goes....

RK,
I agree with you on delivery of the LFT. The seminar has the usual sci réservation element. And if anything the slight reservations emphasised the honesty of the process. Over bar the shouting I suspect.
As to market share, ....how longs a piece of string. In this case the MCAP will no doubt follow subject to Covids continued impact? (As prime psychological market factor.)
I’ve been a shareholder for several years , and agree wholeheartedly with your commendation of the potential treatment they are driving for. Then it’ll be ‘stand by your beds ‘ and watch for predators. It’s why I Initially invested..
Best wishes .

And ‘fast track‘ development Affimer efficacy ,with agency support, could see an authorised assessment Of treatment done in a year. Subject to the usual caveats.
Let’s hope there’s an appetite for this.

RK, I do hope this comes about, as >500k return would give a sig. M.Cap at typical Pharms / biotech multiplier. And a share price of?....

Headhunters seeking LFT specialists for Avacta..

https://www.thetimes.co.uk/article/vaccine-is-only-way-out-of-this-mess-dkfzvnclg?shareToken=82af24c9e295dee86a19a4588d95bbbc

Interesting commentary ...Affimer Tech. Hopefully gets attention .

Sorry that’s DEJA VU ".

Agree...Worked for a decade in an industrial research organisation across 17 nationalities, mostly PhD level. I had a spell of detail vu, when Klaus properly presented the correctly caveated cautious position.
I recall these folk were often the best and most successful scientists, and delivered for that very reason. As this project will, NB it’s the sum of many folks efforts as was well presented.

Klaus comments

Thank goodness .Klaus ended saying we can deliver....

RK.
My old tutor used to ask us to be able to “hear a word, to hear a word in season “. You certainly have done that with your presentation here.
Very best wishes
YP

Quidel at ca 14x earnings .
Avacta projected earning re COVID testing ? X 10 = ??
GLA

Bottom line will be dictated in next few months by revenue from Covid testing. @ $xx.m month.
....

Buys x3 volume sells..nfa

?

Complication in testing investigated in this article.
https://www.ecdc.europa.eu/en/covid-19/latest-evidence/diagnostic-testing

The specifity given by affirmers VIP, as does use of saliva which is likely mite consistent and thus accurate.
RK, markets going to be sound on this basis...agreed.

Purchases 3m sells 0.7m...says it all