Avacta Share Discussion Threads

[lantanatony] 12/8/2017 22:20

Wan
I am still waiting for your response to.why you think the institutional share holders are not picking up on your views.
They have expert advice while you work in the property sector.
Everyone can heve their say,but what makes you an expert?

[danatkins] 12/8/2017 15:12

Wam I am grateful for your input its good to highlight other areas of interest which may have an affect on Avacta's goals. I recognise the risks but also the opportunity. Competition is the cornerstone of hunman achievement. We shall see soon what we have I guess within the next year.

[lantanatony] 12/8/2017 09:26

Wan
Why don't our large share holders share your views?
After all they have expert advice!?

[wan] 12/8/2017 08:09

Let's make this perfectly clear! The whole article is not available on III, it is only the full abstract. As on III the full abstract is also available in the link I provided with my comment and excerpt.

The main thrust of my personal opinion, is that management have routinely overstated the development stages and the potential of Affimers.

I further believe that any upfront payments are likely to remain tiny compared to what some are hoping for, in part due to the further development of Affimers that is necessary (and therefore not guaranteed) and indeed the wide choice of alternative scaffolds. Not to mention the improving antibody proposition and the reduction in costs of antibodies as eroding some of the advantages of Affimers.

Recall that Abcam highlighted why, after extensively reviewing alternative scaffolds and technologies, they chose not to enter this market, but instead chose to further develop and improve antibodies -

"After an extensive review of alternate scaffold and other in vitro technologies, we are confident that AxioMx has created unique, high quality and economically attractive methods to serve customers in research, diagnostic and drug discovery labs globally. We look forward to working with AxioMx to scale up their production and enhance our product offering."
hxxp://www.abcam.com/index.html?pageconfig=news&rid=16668

Recall also that management routinely touted the fact that the time taken to generate high quality antibodies can be up to a year and was a major issue for many end users, compared to the process of finding an Affimer as taking around six weeks. That however has quietly been dropped, because in my view, it now takes considerably longer than originally stated (it gradually got longer in various statements).

As mentioned in the article, the development of antibodies has not stood still, as indeed exemplified by Abcam's purchase of AxioMx -

High Quality Antibodies. Developed Fast. In Just 8-10 Weeks.
Unique to AxioMx is the speed at which we can develop a high affinity and specific, custom recombinant antibody. Central to this speed is the combination of our novel Rapid Liquid Screening and AxioMx Mutagenesis affinity maturation methodologies.

hxxp://axiomxinc.com/services/custom-antibodies/

[danatkins] 12/8/2017 06:55

The whole artical Wan had showed can be viewed on III webite from poster Mol. It makes for an interesting read. One item I remember CEO stating at the last investors meeting which was recorded was they can extend the half-life I believe by joining up more than one protein so harder for the kidneys to flush out

[lantanatony] 10/8/2017 15:15

Wan
I don't think many Avacta share holders don't know that Avacta has potential competition.
However,those most aware this will be the Avacta institutional investors.
They will have done their homework and seem happy to hold on.

[wan] 08/8/2017 12:37

I don't want to get drawn into conversation/debate here, but for an objective read (you can also buy/rent the whole article), the following perhaps puts some perspective on the non-antibody market, which is not a one-way street to fortune as there are in fact a lot of options/alternatives, and development of antibodies (and reduction in costs) are not standing still -

July 2017

602 VOLUME 35 NUMBER 7 JULY 2017 NATURE BIOTECHNOLOGY

Faster, deeper, smaller—the rise of antibody-like scaffolds

Those are just two of the wide variety of pro-tein scaffold drugs currently in development (Tabl e 1 ). “There’s a whole zoo of non-anti-body scaffolds out there,” says Daniel Christ, an immunologist at the Garvan Institute of Medical Research in Sydney, Australia.

Third, scaffolds are sufficiently different from antibodies that they can be patented. In the mid-1990s when research into scaffolds began in earnest most antibody drugs were still patent-protected. An alternative drug candidate could claim novelty and be considered a patentable invention for the same therapeutic action.

These intellectual property and cost advan-tages are beginning to erode, however. “The antibody field is not standing still, it has been improving over the years,” says Christ. Patents, including for those protecting antibody block-busters Herceptin (trastuzumab), Humira (adalimumab) and Avastin (bevacizumab), are beginning to expire before the alternative scaffolds make it to market, and new manufac-turing techniques are driving down the cost of biologics drug production anyway. Even scaf-folds’ small size is not always desirable. “Small size is a double-edged sword,” says Christ. “It means they also have a short half-life.”

Full Nature article available here - hxxp://www.readcube.com/articles/10.1038/nbt0717-602?r3_referer=nature

[lantanatony] 08/8/2017 12:00

Poacher45
What you say is true.
However there are very different eyes on the company now.
But a hostile bid could spoil the party.
It is still a punt but could be worthwhile.
At the current share price it is small beer for most In the Bio Phama sector.

[danatkins] 08/8/2017 11:56

Still 50/50 here and I'm invested. My views is business for Avacta has/is coming to a tipping point. Although we will need more cash soon that is I think a given but the share could be trading higher when that time comes. Of course that will be driven by future deals. We have assets ie the animal health side which could be sold and I'm sure this has been tabled as an idea but its too early to sell IMO. We have institutions backing this so I'm sure they will be happy to pony up more cash if the future looks good. Just hope PIs will also get the opportunity. In hind sight I should have sold and invested in IQE at 16P. At that time the BBs were negative on the company. Maybe that's when to buy when everyone is being negative about a company

[poacher45] 08/8/2017 11:30

Mr Sinclair about 6 years ago forecast profitability within 2 years now he does not even give a forecast. Over the last 6 years on several occasions there has been great optimism over projects only to see them dropped totally. A certainty is that every two years a rights issue happens and a larger amount of money is required and overheads go up faster than turnover.

[lentjes] 08/8/2017 11:20

They will need the deals as at the ever increasing cash burn they will be bust before they get the first Affimer therapeutic into Clinic in 2019 and the expensive bit is yet to come.

However, if they succeed the value of the company will be significantly higher than today's value

[the drewster] 08/8/2017 11:16

Pre clinical take out would be my least favoured outcome.

Affimers could rival and ultimately swamp antibody markets, short term filling gaps and speeding things up, but longer term, who knows just how big they could be.

Growing in a controlled and manageable fashion will be one of the biggest challenges for management if this becomes what it could.

[lantanatony] 08/8/2017 10:46

A lot of deals in the Biophama space are done pre clinical......!?

[the drewster] 08/8/2017 10:15

You're long then!?!?

There are many reasons to believe that the real returns are very close indeed, however, there's never any guarantees, so hence the differing expectations allow a market to be formed based on opposing sides views.

I think these could be a spectacular performer in the next 3 years.

[poacher45] 08/8/2017 09:08

Fantastic results the loss is £7.9 million instead of £5.7 million. This company just keeps making bigger losses every year and expects new investors to keep giving it more and more money. It has never made a profit and in my estimation never will.

[the drewster] 08/8/2017 08:16

Cash position"well ahead".

[bonzo] 07/8/2017 10:43

Excellent results.

[the drewster] 03/8/2017 19:46

Good article link on twitter

[lentjes] 02/8/2017 23:16

Lantanatony

Not at all, Alastair attending tin potPI share forums will not add value to the share price Avacta needs the big boys to take interest and whilst the cash has not run out unless he starts to increase the revenue with firm contracts they will have a tight grip on his balls and the share price

[lentjes] 02/8/2017 23:03

E1enstein

Don't agree, let the product and company potential / performance & results do the talking and the share price will react.

Attending retail investor evenings for a company like Avacta in my opinion is similar to door stop bricka brack sales techniques.

Don't get me wrong as I still think Avacta / Affimer has great potential but Im still of the opinion the trading update will reveal a bigger than expected cash burn and therefore a further cash call required (dilution) will take place.

PS I think the rabbit out of the hat in the trading update could be Avacta Animal Life Science

[lantanatony] 02/8/2017 22:53

Lentjes
Are you just trying to push the share price down,with a view to some good news and pick up a few more on the cheap?
I my view Alistair Smith is just promoting the company in the best interests of the shareholders.

[e1nstein] 02/8/2017 21:39

Lentjes
Yes, I read the RNS. With the greatest of respect you have missed the point of retail investor evenings. As danatkins points out, the purpose of these events is to broaden awareness and create retail interest - a good thing. It has nothing to do with raising money. How could it? When has there ever been an open offer at an Avacta fund raising that retail investors could get involved in? You really need to think before making statements like "Avacta is out with the begging bowl".

[danatkins] 02/8/2017 21:28

Avacta employee someone to award contracts. The CEO'S job is to keep everyone in check. Chairman keeps CEO in check. If the CEO wishes to meet with investors then so be it he is the leader of the company.

[danatkins] 02/8/2017 21:18

No I don't think the begging bowl has been out. Yes the CEO may be trying to raise awareness with potential investors. Still we are due results and the price slide reflects investors uncertainty but volume is low. I notice a large buy last trade of day. With a company like Avacta you just place your bet and wait for the story to unfold. You need to be patient I'm afraid. Half my hard earned money here and I don't use protective stops as not wise with AIM. Just do you research

[danatkins] 02/8/2017 21:18

No I don't think the begging bowl has been out. Yes the CEO may be trying to raise awareness with potential investors. Still we are due results and the price slide reflects investors uncertainty but volume is low. I notice a large buy last trade of day. With a company like Avacta you just place your bet and wait for the story to unfold. You need to be patient I'm afraid. Half my hard earned money here and I don't use protective stops as not wise with AIM. Just do you research