Member Info for Yorkshirepragma

https://www.ablynx.com/uploads/pub/eng-4f6769aa-78ea-4bef-9f2e-bd5366f6619d-annualreportablynx2017.pdf

Some strong parallels with Ablynx & Avacta....programs developed/ cash generating / special innovative tech /potential.
In next economic phase ,post this crisis, many might wish to buy Avacta to add strength?
We’ll see...

https://www.ablynx.com/uploads/pub/eng-4f6769aa-78ea-4bef-9f2e-bd5366f6619d-annualreportablynx2017.pdf

JR ,
There’s no doubt that Avacta will be on a few radar screens , and I wouldn’t be surprised if ‘ informal’ soundings have been asked already by some. As is the norm.
A great company based on new tech. Spellbinding....
Whatever happens going forward they can have my cash to keep up the good work.
If it’s a T/O it’ll not be cheap.
Cheers

Truly impressive data. Best wishes for ongoing success in many areas to Alastair and the clearly hard working team at Avacta.

The ‘first assessment antigens’ will have been given over. I assume this ‘shipping ‘might refer to second phase device development material? Given in that context in notes?
Po

Substantial news for sure. Royalties with a good outcome. ..answers on a postcard....

A very key point. Potentially a practical ‘step up’ in cancer therapy, which is long awaited.

Indeed, and going forward on an 8-25 value to earnings ratio?!
Earnings ?...value ????

Myles,
Thanks always enjoyed your posts. Invested for years here, but your thoughtful review brought me back in a timely manner...serendipity !
You’re right , these two tests are likely to be superlative and strategically key for all.
The volume is perhaps key to company potential earnings. If 2bn of the world’s population use this once a year alone, at even a return of $0.50 ea. then the potentials large to say the least.
Regards

RK, Fundsmith Equity has to be best ‘Steady Eddie ‘ in the game. Glad to see you concur...all others less resilient in current climate, including Lindsell Train who have a few luxury good fallers’.
TerrySmith’s a past honary Cardiff boy too. Probably the nearest to a British Warren Buffet?
Good investing...

Good list!
Just add ‘well connected
‘ to your team comment.....as exemplified by the 2 good partner quick start...
Cheers

Balancing vip....add some Fundsmith global.....stable in old companies

World population 5.5bn....say 3 bn in application. Few dollars return each...multiple tests annum....
Enoourmous !!!!
...

https://www.cambridgenetwork.co.uk/news/avacta-group-plc-forms-covid-19-antigen-diagnostic-collaboration-adeptrix

RK....

& Mass Specs more readily available ...labmeiseters choice in preference as operability much easier etc .

The markets enormous and 9nly 2 partner companies so far....
Comments by Myles M well placed.
Certainly on delivery value will go to £1-2 bn min?
Here’s hoping on a warm. Afternoon..
Best wishes in lockdown to all!

380m folk in USA alone

Well done to Alastair and team.

A company’s valuation is based on a multiple of earnings

JR, agreed. I’ve been in for several years and the cancer treatment could be revolutionary.
Just listening to the news and it’s sad content. I’m behind Alastair even more.
Had some contact with him direct and one thing I’ve learnt is to trust someone who’s personable & he is that. The business should do well and Myles Mc Nultys reviews say it all.
If there’s a billion tests per annum then we should see Avacta valued at many multiples of where it is today. I did the valuation tongue in cheek but taking MMs view too it’s a no brainier for me.
Am now in for 6 figs but happy just to see the money well used!
All kinds the best..

Conservatively: Taking a 1bn annual volume for tests generated @ $3 nominal cost with 10% royalty provides $300m revenue. Business value x10?

Re likelihood of success.... LFT testing fortunately is a well understood technology.
Avacta CEO has it in hand . The jobs already been demonstrated before on other targets.
Looking forward to the announcement that the jobs done.
For everyone’s sake!