Avacta Share Discussion Threads

[tromso1] 27/2/2019 12:00

lantanatony has only ever posted on the one stock!
Why?

[lantanatony] 27/2/2019 11:51

There seems to be a big seller out there!
Why?

[cf456] 27/2/2019 07:58

Was looking at the Comparable Companies and Technologies slide last night and another business of interest in terms of the kind of move that AVCT could make over time on the back of the Diagnostics Reagents side is Bioventix (BVXP).

- Slide 12

A long term upward trend like that would certainly be welcome.

[patientcapital] 27/2/2019 07:38

Interesting to note that Moderna (MRNA) has now risen from about USD13 to nearly USD24 since our announcement. Impressive.

[74tom] 26/2/2019 19:19

There has certainly been a step change in buying size over the last couple of sessions, either an existing II is increasing their stake or we have a new investor; 625k @ 41p today added to the 400k @ 41p late on Friday is serious buying!

I’d expect we would open at 60p plus on any type of a link up with AZ

[74tom] 26/2/2019 19:18

Also interesting to note that AZ already have a 9% equity stake in Moderna, so are indirectly linked to AVCT;

[74tom] 26/2/2019 19:11

Very interesting indeed, thanks for the heads up Bumpa; first article;

hxxps://www.astrazeneca.com/media-centre/press-releases/2013/astrazeneca-moderna-therapeutics-cardiometabolic-diseases-cancer-treatment-21032013.html#

Thursday, 21 March 2013

“AstraZeneca today announced an exclusive agreement with Moderna Therapeutics to discover, develop and commercialise pioneering messenger RNA therapeutics™ for the treatment of serious cardiovascular, metabolic and renal diseases as well as cancer. Messenger RNA therapeutics™ are an entirely new treatment approach that enables the body to produce therapeutic protein in vivo, opening up new treatment options for a wide range of diseases that cannot be addressed today using existing technologies.

Under the terms of the agreement, AstraZeneca will make an upfront payment of $240 million. AstraZeneca will have exclusive access to select any target of its choice in cardiometabolic diseases, as well as selected targets in oncology, over a period of up to five years for subsequent development of messenger RNA. In addition, Moderna is entitled to an additional $180 million for the achievement of three technical milestones.”

A $240m up front payment would certainly get the markets attention!

[cf456] 26/2/2019 12:40

A deal here with AZ would be quite something. That would really get the market to sit up and take note.

[bumpa33] 26/2/2019 12:29

interesting when you google Moderna Therapeutics and Astra Zeneca there’s a lot of collaborations there.

[nobbygnome] 26/2/2019 12:24

Finncap now on the bid which is a good sign.....

[cf456] 26/2/2019 11:49

Agreed Bumpa33.

And the great thing is that it's not just a single deal that is expected in coming months. Multiple deals are anticipated.

[bumpa33] 26/2/2019 11:39

With no more loose placing stock and II’s now positioned - unlike last time - the effect would probably be a lot more marked with such a low free float.

[cf456] 26/2/2019 11:32

What would another multi million pound deal like LG Chem do to the share price I wonder? Especially now that the story is a lot more bullish.

---


"Moreover, a number of major pharma/biotech companies are nearing the end of a significant period of validation of Affimers against their specific targets, and it is likely that more deals will be announced in 2019"

[cf456] 26/2/2019 10:56

Nice spot on the chart too. Prior resistance from that spike in Jul 2018 around the 40p level now turning into support.

Possible next swing up from here to 60p and above.



Looks like it's going to be the biggest volume day for a while.

[bumpa33] 26/2/2019 10:54

Big buying again today, as already noted. Well bid everywhere, FCAP not making anything on the offer now.

[1i1i1i] 26/2/2019 10:52

Huge, huge buying, has another multi million pound deal been leaked?

[cf456] 26/2/2019 10:46

And more delayed buys popping up.

100k @ 9:43 and 150k @ 10:15.

An insti loading up perhaps.

The book a lot stronger now.

[cf456] 26/2/2019 09:44

A 200k delayed buy there from 9:26.

Someone has clearly been offloading to cause the pullback, but someone else is certainly keen to buy around this level.

Looks ready to start moving back up from here.

[cf456] 26/2/2019 09:23

Someone building a stake around this level judging by the trades.

Recent 25k block purchases. And this morning a few 24k block purchases.

[bumpa33] 25/2/2019 14:57

Yep, curious that late flurry - as Friday afternoon not normally the most active as we head into a weekend.

[cf456] 25/2/2019 14:43

Another flurry of activity at 4:15pm like there was on Friday would be interesting.

[bumpa33] 25/2/2019 14:23

FCAP still have a bit of stock, as mentioned earlier. Everyone else bidding.

[cf456] 25/2/2019 14:20

Plenty of interested buyers.

MMs must have some stock at the moment. If the buying keeps up at this rate then with any luck that stock will run out and the price will start trending up again.

[1i1i1i] 25/2/2019 14:12

100% buying but no movement.......mmmm?

[cf456] 25/2/2019 09:01

Yes, there do seem to be a few interested buyers at the current level judging by the recent trades.