Avacta Share Discussion Threads

[rubstick] 01/7/2019 22:33

They are going to have to raise money and at this share price that will be expensive. That is the risk of this company and it is quite possible existing holders could be diluted significantly.

[danatkins] 01/7/2019 18:31

Agree it is what it is. I am looking forward to the next 12 months. Let's see if the board can deliver on all fronts including a successful fund raise

[bumpa33] 01/7/2019 18:28

If the market were a perfect reflection of valuation at all times, there’d be no bloody market 🙄

[bumpa33] 01/7/2019 18:26

Does Avacta have a good story?

Well what the hell do you think they were doing presenting in San Fran with just about every other huge name in the field?

You did look at the link and the list of other speakers?

[bumpa33] 01/7/2019 18:25

I think you’ll find most low tier brokers only care about lining their pockets, the same can easily be said for mid tier and top tier too.

It’s the nature of the beast, if one doesn’t like it, then give up buying shares.

As I’ve said previously I’m no fan of Finncap but it is what it is.

[danatkins] 01/7/2019 18:15

Not sure what you are alluding to. Yes the last placing in my opinion was a disaster. Wouldn't be supprised if their broker was shorting the stock. really could have been managed better.

[lantanatony] 01/7/2019 16:56

Dan,
Does anyone have a full record of the Avacta fundraisings?
If so have a good look at it.
One common denominator.
The same CEO!

[danatkins] 01/7/2019 16:11

Tony do agree about change if broker as their current ones do not care about the co and just wait to line their pockets. As for raising funds I believe our ceo has mentioned raising money again from Asia. I hope (not good) the board have the nous to manage funding at higher prices. It's doable in my opinion but I've been disappointed too many times

[lantanatony] 01/7/2019 14:42

Bumpa ,
That's why I feel Avacta should try to raise funds in America.
But you need a solid story and good Broker
Do Avacta have either?
The share price says NO!

[wanobi] 01/7/2019 09:49

not too worried Bumpa, time to pick up some more :-) cheers Wan :-)

[bumpa33] 29/6/2019 11:02

In fact, in terms of co. market valuations, AVCT was probably the smallest of the lot presenting there.

[bumpa33] 29/6/2019 10:57

Atreca - another company at the Next Gen Summit - is going for IPO on the Nasdaq with a value around $500m.





It’s also pre-clinical...!

[bumpa33] 29/6/2019 10:38

interesting to note the list of speakers at the recent Next Gen Summit where Avacta’s Amrik Basran was presenting - a mix of rep’s from some of the biggest names in the business - Pfizer, Genentech, Roche, Abbvie, Merck, Astrazeneca, Bristol Myers-Squibb, Daiichi Sankyo, Amgen etc - plus a small number of mid range & hopefuls such as ourselves.

[daymer58] 23/6/2019 23:50

ExcellentA few more conferences coming up, let us More news ahead I suspect

[the drewster] 23/6/2019 14:54

Amrik's presentation is on the Affimer website.

[daymer58] 20/6/2019 16:57

Sanofi to axe 466 jobs, aim to focus more on immuno oncology drugs and gene therapies.

[losses] 20/6/2019 14:44

Good news filtering through and it goes down...

[lantanatony] 20/6/2019 12:09

Daymer,
I wish you were correct but the market and the Sector seem disinterested.
Shame really but we are where we are.

[daymer58] 19/6/2019 16:15

The company is in the right spaceGoing north Trials ahead of schedule Phase 1Mad not to buy

[lantanatony] 17/6/2019 16:34

There's no doubt the sector is on fire!
It's just that Avacta is not.

[daymer58] 17/6/2019 11:57

Look at the premium Pfizer is paying for Array . Just announced

[daymer58] 12/6/2019 16:00

Agree and with Dr Basran presentation highlighting the advantage of using Affimer technology to generate bi specific drug molecules, it should remind the market how much the immuno oncology market has grow recently and has experienced a doubling of the global cancer immunotherapy market from currently $60 bill to est 127bill by 2026.The total value of top 10 immuno oncology collaborations is up 52% in the last two years to 39bill and we are talking about some of the largest drug majors in the world getting involved.One example is Roche and Xencor doing a pre clinical bi specific molecule deal at a very healthy valuation.The sector reminds me of the early days of the internet age and the valuation that was paid then.Avacta will attract further deals and with the planned ahead of schedule first time in human clinical trials, the type of LG chem deal will be more frequent.The valuation of the company looks very attractive and one should keep a close eye on share price development.