Avacta Share Discussion Threads

[contact2fsnetcouk] 10/1/2020 16:18

Nordic,

I'd like to buy more but I'm suffering losses, too embarrassed to tell you what is my ave buying price, so I'm (very) nervous but I can see the potential.

I do think that news is imminent and the price will begin to move north so quick action is needed.

[nordic1958] 10/1/2020 14:18

Very interesting news.As discussed previously the momentum in the Oncology area is picking momentum substantially in the new year and in front of JP Morgan healthcare conference next week three new IPO's , follow up offerings has been announced over the last couple of days!However here comes the best bit, Sorrento Therapeutics inc (SRNE) a pre and clinical stage antibody biopharmaceutical company developing new therapies to turn malignant cancers into manageable and possible curable diseases have just had a non binding proposal from a PE Fund at up to $7 a share vs a closing price of $ 3.41!!There are potentially two other in named suitors, bio Pharma companies who could rejoin and counter bid.There is a straight forward read cross to Avacta a similar Antibody biopharma, with licensing , joint ventures and discussions with leading life science companies.On a valuation comparison one could come up with some very interesting targets for Avacta.With the latest Stem Cell dell included, Avacta before the US opening is a screaming buy and will remind us of how ridiculous cheap Avacta is on a comparable basis.Private Equity and majors are stepping up the game. Read Bristol Myers conference call yesterday, ONCOLOGY !!!Buy Avacta NOW

[nordic1958] 08/1/2020 21:01

A deal where all R&D is paid, just like LG

[lantanatony] 08/1/2020 20:32

Get real people.
This is just another jam tomorrow deal from Avacta.
No cash up front so where is the value?
Just look at the Market Cap.
The market is not impressed!!

[the stigologist] 08/1/2020 19:48

I like the IPR aversion angle. This is brilliant. Potentially worth billions once they prove it once surely ?

[nordic1958] 08/1/2020 19:12

Yes rather good since latest equity placing

[money multipier] 08/1/2020 16:54

Back in again nordic? Good timing.

[nordic1958] 08/1/2020 16:11

My dear chap, in this case charts are irrelevant! Events , agreements , Milestone payments and Momentum From the Us is the key

[nordic1958] 08/1/2020 16:08

Pre, during and post JP healthcare conference you will find LG life sciences and Daewoong speaking at the conference, both JV and mile stone partners to Avacta!!Name will be mentioned

[the stigologist] 08/1/2020 15:37

A good video interview between Edison analysts on AVCT and Affimers

[nordic1958] 08/1/2020 13:14

What is interesting that Avacta has signed two JV's with two major Pharma companies in South Korea with all R&D cost paid by the partner companies, whilst Avacta retain all commercial rights outside the agreements.The research cost savings going forward are several millions of Dollars!The company will also commence to receive going forward over the next two years, Milestone million dollar payments as part of the JV deal signed with LG Chem Sciences.The company will also begin their Phase 1 trials in Q2.We have the JP Morgan healthcare conference beginning next week, which will remind us of the valuation that some of the US biotech companies are trading on.2020 will be a very exciting year, with a steady news flow of positive news.Worth remembering that Avacta will own 45% of the new JV, with no research cost

[the stigologist] 08/1/2020 13:00

FinnCap reiterate 76p target

[the stigologist] 08/1/2020 11:40

When Fundamentals, Technicals, Momentum and Newsflow all come together you have the ingredients for big moves in my experience

Check out the well defined long term downtrend line here. One more heave and we could see a serious breakout.

[bumpa33] 08/1/2020 11:33

Mr Market is, in this case, a moron.

[wanobi] 08/1/2020 10:38

I'm no expert or seasoned investor, but, I think the point here is that,,,, when it starts to move on a sniff of something positive it'll rise very fast indeed and to way higher than here :-) LOL,,, that's my hope anyhow,,,, GLA holders, Cheers Wan :-)

[milkmonsta] 08/1/2020 10:29

Yes. The market is ignoring Avacta probably because of past false "promises". However, they are building a very impressive "collaboration" list of quality companies.

These companies obviously value highly what Avacta has to offer. And these companies are the one's on the "inside", that know an awful lot more than Mr Market.

Surely the wider market has to start wondering soon, how a £30m minnow of a company is able to get into bed with so many quality partners?

I know they still have a lot to prove to us and the market, but it seems that the industry is pretty convinced.

[bumpa33] 08/1/2020 09:42

Indeed, great news. Another multi billion dollar partner.

[bonzo] 08/1/2020 08:52

This is great news... for a great company...

[money multipier] 08/1/2020 08:44

I agree. The potential of just one of the technologies vs the market cap leaves me concerned this will be taken out far too cheaply.

[the stigologist] 08/1/2020 08:39

Chart looking very good.

Current market cap c£33m ? versus some of those market caps they're talking about presumably aiming to emulate ?

[the stigologist] 08/1/2020 07:38

Our vision is to combine our platforms to create the next generation of cell therapies, for which the potential is huge.

"Within the last six months alone we have seen early stage stem cell companies acquired for significant sums. For example, Bayer acquired control of Blue Rock for $600m, valuing the company at close to $1bn; and Vertex acquired start-up Semma Therapeutics, which is developing stem cell therapies for type 1 diabetes, for $950m."

"This joint venture will have a unique opportunity to generate superior cell therapies for some of the most pressing needs in immune-mediated disease

[nordic1958] 07/1/2020 17:29

Big year indeedJ.P. Morgan conference next weekImmune oncology incredible momentum.In 2020 M&A will continue to play a significant role.

[lantanatony] 07/1/2020 08:38

Oh No,
Not another very Big Year!
I don't think I can afford one.

[bscuit] 06/1/2020 23:32

Having EIS, I prefer to see that mature!