Avacta Share Discussion Threads

[bumpa33] 15/1/2020 09:03

The company now has 4 deals - of varying description - with billion dollar pharmaceutical companies, in each case with AVCT costs being covered by the respective partners, an upcoming phase 1 with pro doxorubicin, and obviously the potential of further deals. They are doing something right or these entities wouldn’t be getting in to bed with them nor be prepared to fund the deals. Worth focusing on these facts rather than throwing pointless barbs around. In the meantime the market will do what the market does.

[milkmonsta] 15/1/2020 08:50

She's on the move!

[toffeeman] 15/1/2020 08:40

For F sake stig - grow up

[the stigologist] 15/1/2020 08:30

Interesting. My fevered imagination tells me someone heard some scuttlebut at #JPM2020 or #BiotechShowcase and wanted in overnight

[bumpa33] 15/1/2020 08:14

300k traded in the first 10 mins?! FCAP still have some available, everyone else bidding.

[nordic1958] 14/1/2020 23:11

Indeed the chart will test post placing highs and then the market will focus on the company continuing to build on their fully funded JV's,further new license deals, fresh from JP, most likely resulting in new names popping up on the share holder list and quite frankly that the oncology sector is the hottest place to be in the health care sector.Renewed IPO activity and M&A in the US, the stock is ridiculous cheap.Hope you add to your position, you will be smiling by March.The Koreans are here to get things done.+ Stem cellLook at the valuation of some of the stocks in the peer group vs Avacta.Price will be 25 before Friday.

[the stigologist] 14/1/2020 22:41

My reading of the chart is that we've bottomed and formed a Bull Flag which is a continuation pattern

Should go up big I reckon

[milkmonsta] 14/1/2020 19:57

Feels like a big move is coming. Hopefully the right way!

[milkmonsta] 14/1/2020 19:56

Another big volume day today too.

[contact2fsnetcouk] 14/1/2020 17:23

You have a point Toffeeman ( which deflated me as I read it) but isn't "the jolly" an opportunity to showcase the latest developments. By all means read about them on t'Internet but there's nothing like seeing them in the flesh.

[nordic1958] 14/1/2020 16:28

Also do not forget the Fully funded JV with ADC therapeutics, another company heavily funded by Astra Zeneca!!

[the stigologist] 14/1/2020 16:14

No substitute for human networking IMO

[toffeeman] 14/1/2020 16:09

Sorry to be obtuse BUT do people here REALLY think that majors are unaware of this and the other small companies in the space - the JPM jolly will not magically create new contacts. - have you not heard of email and t'Internet?

[pdt] 14/1/2020 16:00

Avacta are working with ADC and combining their Affimers with their chemo drug which is supplied by Astra. I believe Astra also own part of ADC. That's quite a close link. It is also good validation since Avacta's main therapeutic is to deliver pro-Dox by Affimer together with the targeting technology licenced from Tufts. Exciting times :)

[the stigologist] 14/1/2020 15:53

Ah yes I see. Certainly provides a 'route to market' and 'route to Big Pharma' for AVCT

[nordic1958] 14/1/2020 15:39

It was more a general point, that with Moderna exercising their option for an exclusive licensing agreement with regards to certain Affimer and with Moderna continue to receive positive phase 1 data on the CMV MRNA 1647 and expanding into the autoimmune therapeutic area, it continues to give support for the Affimer platform. Astra Zeneca is a major, they hold 7% of Moderna as well and continues to look for candidates/ partners in the oncology area.With Affimer having secured several licensing / JV with research cost fully funded and continues to have conversation,this week is certainly where things could happen or be the beginning of further deals to be made.The Daewoong partnership on the Stem Cell is potentially a very huge deal, with Avacta retaining all commercial rights outside the JV.The R&D cost savings going forward is millions of usd.The news flow is literally on a hourly basis in the sector during this week.Deals will be done and do not forget a large investor base is also present.2020 will be a transformational year for Avacta and the sector.

[the stigologist] 14/1/2020 15:17

Excellent. Although to be fair AZN are so huge who knows what is going on, they have to be involved in everything. I have a family member who works for them and it is a frighteningly massive organisation. Do we have any direct links to AZN working with those Companies on their Affimer projects ?

[nordic1958] 14/1/2020 13:58

A small but important point, is that Astra Zeneca is working with LG Chem as is Avacta and Astra Zeneca is working with Moderna as is Avacta!All at the Conference.Stemcell partner Daewoong also attending,very good week for AVCT and new discussions.

[nordic1958] 13/1/2020 13:02

?Look at the data released from Moderna (MRNA) prior to the week end.Avacta's partnership and validity of the deal was confirmed back in 2017 with the the release of the first Phase 1 data for Moderna's MRNA data and Moderna prior to this Week end was citing positive data have added two programs to it's pipeline.Moderna is presenting at 16.00 PT at the JPM conference today.Remember Moderna exercised their option for an Exclusive product license.Astra Zeneca holds 7% of Moderna and Avacta's name features nicely via the MRNA data.All three companies are in SFA huge buy NOW, before it is too late.

[the stigologist] 13/1/2020 11:48

nice, thanks

chart set up looks amazing

[nordic1958] 13/1/2020 11:34

PSI always remember what the Ceo mentioned in his interim results statement in October:" We have numerous evaluation projects ongoing with large diagnostics partners, each of which could lead to a lucrative license deal ".The potential in the Stem cell JV is phenomenal and I am sure this will be discussed in SF.Would buy now before the company returns back from the conference.Just look at the M&A and IPO activity which has sprung back to life in the last week in the US!!

[nordic1958] 13/1/2020 11:28

Along JP Morgan and Biotech ShowcaseThere is also a day for China:China Showcase will provide the attendees with the opportunity to showcase their company to leading life science investors and strategic partners during the industry's most important annual gathering. The attendees also get the chance to capitalize on cross-border opportunities during the busiest week in healthcare and meet and network with leading investors to amplify their China strategies.It is the busiest and most important week in healthcare and Biotech, Avacta fresh from having secured a fully financed Stem cell JV with Daewoong, will have plenty to discuss with healthcare companies and investors.

[nordic1958] 13/1/2020 11:17

Avacta is attending Biotech Showcase in SF. It is arranged along with JP Morgan healthcare conference and there is a huge overlap of the companies/ investors attending and presenting. Biotech Showcase attracts a wide range of business leaders, including senior executives of leading biotech companies, business development teams from large and midsize pharmaceutical companies, investors and other industry experts. It is considered a critical strategic benchmark for business development activities and one of the year’s most important investor conferences. Meet with hundreds of investors, including institutional, private equity, angel and venture investors in search of innovative life sciences and biotech companies

[the stigologist] 12/1/2020 22:09

Do we know if AVCT at #JPM2020 ?

[nordic1958] 10/1/2020 16:29

I agree quick action,JPM healthcare conference next week in SF,Updates and M&A will be in full flow.Avacta will stand out against some of their US counter parties.Avacta very cleverly have all RD via their license and JV's fully paid and have full commercial rights outside their, with substantial research costs savings saved.You and will talked in not too distant future " gosh, do you remember when you could pick up Avacta at 20!!!Your losses will soon be recovered. The Koreans wants to gain global market share and Have chosen Avacta as one of them to help them.