AIM investments for bigger returns. Buy quality stocks early and hold. Lessons learnt every day. Don't chase the rainbows, there's normally not a pot of gold!
This week will be the week many long term and sometimes suffering
#AVCT
holders have waited for.
The hours and hours of research and conviction culminating in a full data reveal that most know is going to be the start in oncology being flipped on its head.
1/4
every sell for the last few weeks.... but confident none the less....
I am sure this will culminate in a very, very merry Xmas not just for us holders but for all those who may be effected by cancer now and in the future.
#AVCT
4/4
Unfortunately some holders trusted random trolls & traders over trusted LTHs here. Was always going to be cash
As I said this is a different beast & I have huge confidence HCI will be removed shortly🇯🇵💵
They don't need the cash. Loads want the tech. The blocker is gone
#AVCT
Avacta announces that it has elected to settle in cash the upcoming July quarterly amortisation payment in respect of the Company’s unsecured convertible bonds.
#AVCT
I haven't been as active publicly in recent times as there hasn't been much to say but today marks the day oncology got flipped on its head
AVA6K ✅
pre|CISION ✅
Half of TMAC ✅
Value? PRICELESS to SHs and those unfortunate enough to be told they have cancer
HERE WE GO!
#avct
And all coming within the next 6 weeks
Not long left now until the cat is well & truly out of the bag. What a remarkable achievement for the media to sell. Obliterating tumours without side effects along with patients experiences to tell it
The clock has started ticking
#AVCT
@RAH00084
'The press want stories about cures for cancer, safety trials are less interesting'.
#AVCT
is 'starting to engage more with mainstream media'.
Look what came in the post of
@ChrisGHarper
this morning!
All EU instructions in there ready for the big orders waiting on home use over there.
A unboxing and test to be done later by Chris when he finishes a call....
Happy Easter to all
#AVCT
holders. Been a good couple of weeks.
There will be plenty more where that came from with the next DE on the way also.
Clear path now to data mid year when the team wont have to hold in the excitement any more and will be telling everyone it works! 🐣
#AVCT
A long thread.
A little bit of what I know mixed with a little bit of what I think...
Avacta have been working with the gov for a long while now and the test made with mologic was found some time around Xmas and at that point they knew how good the test was.....
1/13
So the date is set. 7am data RNS followed by a presentation of the outstanding performance of AVA6K at 11am with an open forum for questions.
A deal will surely be not far behind.
#AVCT
@baroninvestment
When you look into who wrote the note and who he worked for it's not hard to piece together.
Then check out his same hit piece when Numis put out 70p as short target.
Then check out who he knows that carried out
#AVCT
PR previously before getting 🪓 and piece it all together.
Yesterday marked the day
#AVCT
started moves that will change the company. Today was just another couple pieces of a very big puzzle. The train has started and there is plenty more to come.
Read the interview. Read it again and see Fiona telling the world preCISION works and TMAC is full steam ahead in the background based on that.
We could be days away from data which changes oncology as a whole.
#AVCT
#AVCT
Does Fiona think it works ? Yes she does.
Should it be be compared with Enhertu ? Yes it should.
Can we expect blockbuster news ? Yes I think so.
#AVCT
Miton dropping quite a few "accidental" foresights out to the market in today's video. Almost as good as Hurst at hiding in plain sight.
The comment about Affyxell in particular peaked my interest based on a comment to me in the previous week's.
@RAH00084
@Ophidian18
@markbal82915025
Clearly had a chat with management and confirms many things
Chiefly 3996 license & it being even bigger and better than 6K
Affyxell discounted by market, my understanding is the valuation of that side is going through the roof, maybe reason for his comment
Sale of DX soon ✅
The realisation of what Avacta are achieving with AVA6K is great. Not everyone is there but hopefully with DE2 coming very soon, more will cotton on.
I still cant get over how the deal with LG Chem is overlooked though
#AVCT
have 3 big IPs:
1. PreCision
2. Affimers
3. TMAC
1/7
Finally PIs getting their own version of Science day for the data so far in the AVA6K trial
If you dont understand how good the data was before you will come Monday
A TUMOUR AGNOSTIC 3996, even better in preclinicals than 6k, also to explain
#AVCT
flipping oncology on its head
#AVCT
creeping up ahead of this major event.
The CEO last week referred to
#AVA3996
as "maybe even a tumour-agnostic therapy".
Even better than
#AVA6000
?
Monday AM: video explanation on both drugs.
My prediction is that by Monday PM, there will be huge excitement amongst SHs.
Follow suit. Science day is 14 trading days away. A day to promote the whole suite of work
#AVCT
have done in the last year, on precision, TMAC and affimers.
A little tickle of the excellent 6K data will come before to wet the appetite
There is a price and it's above £14 💯
3/3
If there was ever any doubt about the potential risk Vs the reward for an
#AVCT
investor then this thesis should dispell that
An excellent summary on the science and the value of such a simple but great piece of technology
I share the opinion that preCISION has been a success
"Validation of the pre | CISION Platform - an Impending Revolution in Cancer Treatment?"
New note on
@avacta
.
Think 2023 will be quite the glorious year for
#AVCT
. Already +40% YTD and only just getting started.
As always: all my own opinion, and DYOR.
@Jordan243431
@MylesMcNulty
@penultimategoal
@RAH00084
Won't be far off it by Xmas imo
If Avacta announce the spectacular data swiftly followed by a license deal, with a much larger upfront payment than the market is expecting, backed by large pharma such as a Novartis or a Roche then it's public validation on so many levels
#AVCT
I believe this will be followed by hearing of a deal(s) completed. After all, these value discussions started all those months a go, likely pending this full data
I am more confident than I have ever been, perhaps not as confident as that buyer who has been mopping up
#AVCT
3/4
#AVCT
A thread on the potential 10x for investors and possible buy out, if the therapeutic side of the company is proven this year. Aided by the diagnostic side Avacta is now a different animal and having Medusa and Richard Hughes as partners looks good business.
#AVCT
1/10
#AVCT
Now happy to update their own website with the medusa gov contract and the fact AffiDX is now available for the gov to purchase. Test must have passed gov validation..... Wouldn't rule out an RNS soon
@Ophidian18
@Mistbornbok
First independent study (to be certified by peer review, of course) yields better results than
@avacta
’s actual clinical validation study.
Very unusual, very impressive!
#AVCT
’s AffiDX LFT shown to have sensitivity of 100% at up to Ct = 28; and specificity of 100%.
Funding sorted till 2024
£44m in the bank
£20m+ pa revs from now
AVA6K PK and Biopsy data weeks away
preCISION platform validation
TMAC updates to come
3996 preclinical + IND timeline to come
New IVD testing to come
Next preclinical candidate to come
A busy few months for
#AVCT
New note covering the recent developments at
@avacta
, notably today's transformational fundraise and acquisition.
I'm personally delighted with it all.
#AVCT
is now ideally positioned to run on positive
#AVA6000
P1a data, due later in Q4.
We wait! 🤞
Gov Guidance on LFT for travel is out.
Nothing in there that stops a ultra bullish Medusa selling AffiDX.
There will be no approved list so marketing and capacity will be key.
Good job they are the best in the business then.
#AVCT
@RAH00084
Everyone is back to work.
We are now entering the news period. The clock is now ticking.
The news will be ground breaking and obliterate any doubt IMO.
#AVCT
Im certain the team
@avacta
are prepped & ready for the company transforming weeks ahead in the run into Xmas.
Media worthy data backed by huge efficacy shown in patients who had exhausted all other options could open the story & the stock to a whole new set of eyes.
#AVCT
2/4
#AVCT
First time the footnote words have been so specific.
"Tumour Activated"
Just wait until results as they will be better than anyone expected. Mice models replicated or better?
Roll on PK and Biopsy data.
Let them play Rich. It's unfortunate that these sorts of accounts don't actually open a short behind their bile. The company will dispell this sort of crap one move at a time.
Different beast now with the changes at the top.
#AVCT
@Mrrr_Anderson
Word has it they are not paying in shares.
And my word has it is bloody miles more accurate than your word has it.
Stop spreading FUD and behave……and by this time next Monday your speculation will have been proven to be what it is - utter bollocks.
#Avct
@Jenkoool
@RAH00084
The current Mcap is irrelevant to discussions. Avacta have the keys to the FAP kingdom and will show the market their hand soon enough which will help in that respect.
The game of poker is about to begin and then we see who's got the most chips.
#AVCT
@MylesMcNulty
I'm sure the small nudge from those who emailed the Al and your own endeavours has helped with this fresh approach from the company.
Still, even more data and info to be provided in the next couple weeks or so via AACR and the presentation video(s) of 3996 and 6K.
#AVCT
#AVCT
Announcement of having HUA for Meduflow next week?
Medusa capacity reveal which will surprise all.
Medusa huge orders to be revealed
Accelerated HUA now on for the APAC region
Further overseas capacity to come to keep up with demand
Dose escalation of AVA6K
Xmas 📈
@RAH00084
@Ophidian18
@markbal82915025
Clearly had a chat with management and confirms many things
Chiefly 3996 license & it being even bigger and better than 6K
Affyxell discounted by market, my understanding is the valuation of that side is going through the roof, maybe reason for his comment
Sale of DX soon ✅
Strong position to ward off any potential acquirer at a lower price than the fair value which, upon data release should be in the region of £10+ for a starter.
Plenty of cash in the bank and a strong supportive funds register will be of benefit to all. £2+ SP short term
#AVCT
Rebuilding confidence in managements business might take time but there can be no question on the scientific side, at all.
I remain calm knowing the long term outcome remains the same despite the short term negatives.
The only price that matters is the last price.
4/4
#AVCT
Want to prove AVA6K works without any doubt?
RNS:
"The presence of Doxorubicin in the tumour tissue is also a key indicator that the proposed mechanism of FAPα-activated release of Doxorubicin is working. This information can only be obtained from tumour biopsies"
#AVCT
1/2
@SirRogerGale
Here is the UK company that produced the best LFT in the world which was granted home use by the EU but yet the UK gov continue to ignore the UK capacity to supply.
@UKHSA
@DHSCgovuk
:
British Co
@avacta
, owner of one of the world’s best SARS-CoV-2 LFTs, has been granted not only Pro-Use by the EU, but now Self-Use. The latter is INFINITELY more difficult to secure.
Yet you still forbid
#AVCT
to sell in the UK even as just Pro-Use.
Why?
The S.A Gov saying their part ownership of the electrolyte plant will be pivotal for the energy transition!
@BushveldMin_Ltd
confirming construction 2021!
#Eskom
tenders still awaiting
#Vanadium
bull market
Every $ increase in V prices adding $4m per year profit.
Buy rating
#BMN
Investor update called by Alister with foreknowledge of what is set to happen to coincide with news on at least 2 of the previously mentioned EU deals and hopefully more...
#AVCT
#LFT
13/13
PD1 / PD-L1 is like a secret handshake or password between a cell and the immune system that says "don't kill me" The trouble is some Cancers manage to learn the password and evade the immune system.
#AVCT
@MylesMcNulty
@avacta
My opinion only, but I feel the data from point 1 comes way before end of P1a.
Otherwise a pretty much spot on summary of the expected coming events 👍👍
#AVCT
@MylesMcNulty
@PaulDenbigh
@Tren116
@KevinHo20020110
People seem to be stuck in a time warp here. They don't understand the changes within the company on many fronts from deal making to financing
Monday will be the start of the retreat for the trolls and shorters who took advantage of AS's nonchalant attitude to the market
#avct
Almost time to bring out the "here we go!"
Biopsies done to prove beyond doubt that it activates and works
All the dates tie in nicely. From the Open Offer close to the FAP conference on the 5th
Some great digging today
@tom_the_bomb__
@boy_cellar
@RAH00084
@SamJRobbo
#AVCT
Biopsy data from a U.K.-based, world leading pathology lab = FDA Orphan Drug Designation for AVA6000 & STS.
Who’s ordering fireworks for 5th November?
#AVCT
@RAH00084
There are multiple soft tissue sarcoma patients in cohorts 5 and 6 (courtesy of recruitment at MSK).
STS is a type of tumour that, as we know, doxorubicin is effective against (in fact, it's the standard first-line treatment).
It is not getting ahead of oneself to at least
#AVCT
That home use approval must be very close to announcement now....
Instructions all translated for the countries that are lining up to buy in big numbers.
Bet Alister can't wait to reveal all the work that has gone into this in the background!
The problem with
#AVCT
is that if you were to use models to genuinely provide a fair valuation you end up with telephone numbers which seem crazy to the lay people who don't grasp the purpose of AVA6K and selecting Dox specifically for this trial. Proof of the technology,
1/3
@RAH00084
Exactly this, R 👍
I’ve seen some suggest over the past two days that I’m implying we should be looking at Turning Point and 47 deal valuations, for a fair value range for
#AVCT
.
I had hoped I had made it clear in the note that that is NOT the case.
The purpose of… 1/n
Another
#AVCT
partner expanding and adding a dedicated Affimer lab for discovery and development work. One of the many companies using avacta tech with attached royalties.
Many strings to the bow....
What a day it would be if we could see how AVA6K can reduce tumour size while normal Dox has little to no effect. Especially if said tumour had also been subject to failed treatments previously! It would be ground breaking for PreCision and Cancer.
BTW it deffo works
#AVCT
2/2
This is the order I personally expect to see although, with how close the DX sale, is item 4 could actually jump ahead of 2. Those two are in a race now. The barrier to deals and the DX sale has been removed.
#AVCT
The difference between people who understand the science and the people who have no idea and spend their time moaning or trolling..... 🙄
#AVCT
is just a matter of time and data.
The three mechanisms by which doxorubicin kills cancer cells (at the concentrations required) are the three colour bands on the left.
It is clear to see that from C3 and C4 ALL of the Biopsies contained enough doxorubicin to be easily killing cancer cells
#AVCT
#AVA6000
Updated Guidance on the LFT requirements for government validation. Note IP rights that are wholly UK owned and can't be copied 🤔... I know of one reagent that cannot be copied by anyone
End of September should be sales time in line with gov covid passport mandates
#AVCT
I am also quietly very confident that once we see some strong support from funds or instis there will be a lot of news flow around and shortly after AACR that sees material progress on many fronts. Including further funding via licensing deals which will put
#AVCT
in a very
1/2
People have been absolutely losing their minds about the apparent news blackout at
#AVCT
, and panic selling has clearly been exacerbated by short selling (and the inevitable online trolling).
The shares are down 34% YTD, and the only news that Avacta has put out this year is a
@RAH00084
I have tweeted many times and for quite a while now: Bigger and better than anyone could have expected.
Imagine, due to less free flowing FAP the mice model results are multiples again. Wouldn't at all be surprised to see 90 or 100x dox in the TME compared to standard....
#AVCT
Now the rest of the market can clearly see AVA6K works and isn't harming patients. It works damn well & I personally can't wait for Alistair to release the full data for it as that's what triggers the buy out.
As I said, AVA6K=PreCision proven=$74b per year chemo market incoming
@JNHanvey
@Dominic2306
Mr Hanvey, I think at this stage the more important question is how and why do all MPs including opposition in the house not raise this point. Also there is a deathly silence on the matter from any and all media. There is something bigger stopping this than negligence from Gov.
#AVCT
EU home use approval which is due now awaiting the green light.
Big big EU orders filling the Medusa order book.
Mologic using the test in their lower and middle income countries now bought by Gates Foundation.
Best test in the world.
AVA6000 in clinic within weeks
The portfolio cornerstone, the mighty
@avacta
, begins its long overdue recovery!
AffiDX is one of the most accurate LFTs worldwide (equally effective at detecting Delta). Calibre are receiving orders from SMEs;
#AVCT
and
@medusa19_
are working on the mega orders.
1/5
I was surprised people underestimated the importance of LG chem looking to take a affimer product into the clinic. The 10th largest chemical company in the world endorsing the product and realising so quickly how good the data is!
If it's in clinic next year then 🤯
#AVCT
As someone who has initiated Clinical Trial sites and played an active role in the recruitment of patients, I think the
#AVCT
RNS today is significant.
Or rather the timing of today’s RNS is significant ⬇️
Very excited to see
#AVCT
trade higher again tomorrow.
DE2 to come very soon.
Then in the summer the presentation showing they have all the pieces of the puzzle to show success.
AVA6K is PreCision and it WILL change the whole chemotherapy market.
#AVCT
Will AffiDX be on the list?
IMO yes.
AffiDX available to the NHS through the microbiology framework lot 1
Medusa ready at 20m per month
Medusa have contracts waiting on approvals
AffiDX UK capacity ~24m per month
If the above is correct it will require a licence or more likely a buy out of the company.
That is my reason for
#AVCT
being a potential 10 bagger by the end of the year. I remain very confident and excited by what's to come for this minnow from the UK this year.
#AVCT
10/10
#AVCT
Wow, AVA6K shown to reduce tumour size while standard Dox had little to no effect against a HUMAN tumour which had also previously not responded to other treatments!
Clearly people don't understand. Over to you Al.
It works....
What a day it would be if we could see how AVA6K can reduce tumour size while normal Dox has little to no effect. Especially if said tumour had also been subject to failed treatments previously! It would be ground breaking for PreCision and Cancer.
BTW it deffo works
#AVCT
2/2
#AVCT
It's been on the cards for a while but certainly since the AGM. Some in attendance even chatted to Al about this and the idea wasn't lost on him, quite the opposite
I have been saying for weeks now that any future raise won't be to the bucket shops of previous attempts.
I assume a very conservative peak sales target (2030) for
#AVA6000
of $4.5bn. That's a trebling of most existing forecasts for conventional dox, by that point in time, and assumes a 75% market share.
[One could quite easily argue for a quintupling of the $2bn conventional dox
#AVCT
And people think the AVA6K trial is just about Dox
The reason for trying to get as much human data as possible is to prove PreCision and the FAP cleavage which can then be applied to countless other oncology treatments and research
So many strings to the bow and growing
#avct
Given that these conjugates comprise a huge slice of current leading edge oncology research this is quite a big deal ... This is not just a fishing expedition application either, there is a ton of data. I'm gobsmacked.
Very important point for
#AVCT
AffiDX/Meduflow will detect the new variant. Watch the video to reassure.
Excellent scientists working at Avacta.
Roll on HUA which also won't be affected.
It's all slowly coming together for
#AVCT
they can add home use to that in the next few weeks also. We know the medusa work is huge and under NDA, mid to late September 💥
#AVCT
The EU granting Home Use Authorisation is just stage one.
Medusa and Avacta will have quite a bit to shout about once it's made official.
How many tests per month are baked into the current SP?
Once the RNS comes it will be explosive.
Eyes on this week...
#AVCT
Second clinic now recruiting. Rumour was the first patient data was very very good. Got confirmation of that yesterday during the presentation with Alister struggling to keep a lid on it.
Keep an eye out for more hospitals joining very soon.
#Cancer
#chemotherapy
Another very bullish signal has appeared overnight for
#AVCT
's AVA6000 trial:
A second hospital, St. James's University Hospital, Leeds, is now recruiting patients for the trial. Scroll down to bottom.
1/2
#BMN
Huge upside potential to the company from all angles but the clearest one is the upside in pure vanadium mining. Here's a chart comparison between similar producer Largo
#LGO
& BMN showing the disparity between the prices since vanadium started ticking up.
45p equivalent!