Avacta Share Discussion Threads

[lantanatony] 13/10/2017 13:09

A report back on the San Diego presentation would be helpful.

[the drewster] 11/10/2017 10:31

on the cusp of the chart breaking the downtrend.

[the drewster] 10/10/2017 11:16

Bought another 5k to add to the squillions in the cupboard - the potential interest from this show in the US could be a game changer.

[the drewster] 10/10/2017 09:27

Very nice (some might say ideal) audience for Dr Matt Johnson to show all the fact based evidence to show how Affirmers can save $$$$s and for some, make more $$$$s.

Avacta's Chief Technology Officer, Dr Matt Johnson, will be presenting at the Annual Biomarkers & Precision Medicine Congress in San Diego on Tuesday 10th October at 11:30am.

[lantanatony] 05/10/2017 09:38

A collaboration with FIT Biotech?
So What,where are the deals with Big Phama and the like!

[danatkins] 04/10/2017 17:11

Drewster yes I was thinking on these lines also. Any developments re groundbreaking therapeutics would multiple the share price and very quickly. Also another reason why Avacta could be bought. Just my opinion. Personally of any success I'd like to see expansion of the co.

[the drewster] 04/10/2017 16:56

Bonzo, I disagree. The potential impact of PD-L1 showing promise in humans would, imo, multi-bag the share well before commercial traction, it's just too big not to.

[danatkins] 04/10/2017 15:52

Yes getting to breakeven must be first goal. I feel the company will be bought out if the tech is as great as we are lead to believe

[bonzo] 04/10/2017 14:56

People do seem to have unrealistic expectations here. Avacta have a great scientific discovery with many applications, which will take years to come to fruition. They are doing R&D on their own account as well as pitching for services from big pharma and research groups to use their technology. However they are not, in the short term, going to sign a "big deal" which will bring in tens of millions, or even millions. Even the product which may go in to trials in 2019 is going to take time to exploit. The most important thing is for them to stay in business. They are not a biotech play per se, but have the characteristics somewhere between a biotech and a service provider. Even selling servies into big pharma is a real trial. I know because its my day job.

[the drewster] 04/10/2017 14:07

poacher ... therein lies the dilemma (trust) ... the market, I would say, does NOT currently, but as you're no doubt aware, history is soon forgotten on delivery of good news.

If you don't "believe" then this really shouldn't be on your radar, except as a possible short.

[poacher45] 04/10/2017 14:03

In about 2010 the director forecast profits in two years time. He has not made a profits forecast since then but has dropped products and all the time expenses just go up and up. How can you trust him?

[the drewster] 04/10/2017 13:08

In my head, they are odds-against actually making it, but the returns if they do are significantly greater than those odds.

To put into context, if a horse's chance of winning a race was 1 in 10, but you could back the horse at odds of 100 to 1, then statistically, you should back the horse every time.

Fill in your own numbers and your decision should be clear enough.

[mrangry2] 04/10/2017 12:50

Well said Drewster. That's why most of the investors have chosen Avacta I'd have thought. It's a small research company and we just have to be patient to see which way it goes.

[lentjes] 04/10/2017 12:48

In July 2015 Avacta forecast it would need £22m and 3-4 years to develope Affimers on various commercial applications thus the placing.

Why do some people expect large commercial orders after 2 years ?

If this was the case why raise £22m

Yes the share price has slipped but on track and going to plan as far as I can see

[the drewster] 04/10/2017 12:27

One day it will either give up, be sold in a fire sale, or be ten to one hundred times the share price.

Risk reward profile is for each individual speculator to decide.

[poacher45] 04/10/2017 11:46

Problem is this has been the same story for the last ten years and still getting nowhere even Wan giving up.

[danatkins] 04/10/2017 10:27

Poacher the research was always going to cost. Shirt buttons not accepted

[aim_trader] 04/10/2017 10:21

Avacta CEO Alastair Smith will be presenting to investors at the Proactive One2One Healthcare Forum tomorrow from 6pm in Mayfair. For details and registration, click here:

[poacher45] 04/10/2017 10:11

Every year it is the same story turnover up £600000 losses up by nearly £2 million. Gobbled up another 6 million of cash. Just ridiculous.

[danatkins] 04/10/2017 09:16

Agreed upside potential is massive and they will easy get extra funding if requied of course results from research will need to be outstanding. I think that will be the case. still like to see a substantial deal before Christmas. I live in hope

[the drewster] 04/10/2017 09:10

Cash is very robust, seems to me they are funded through to launching PD-L1 trials even without deals in the interim. Headline figures are pretty dire, but that's fledgling biotech all over.

Risky, but the potential rewards remain staggeringly high.

[spekky] 04/10/2017 09:04

I still wonder why P K-F called it a day at Avacta.

[danatkins] 04/10/2017 07:59

Market will not be impressed roll on next year

[the drewster] 04/10/2017 07:07

Very upbeat commentary

[danatkins] 03/10/2017 15:39

We need deals and substantial deals too. Been here a long time. I am confident but needs to happen pronto