Avacta Share Discussion Threads

[bumpa33] 21/1/2020 15:45

Also interesting, Paul Fray holds no other director positions than Vectura, either currently or in the last 5 years. So he’s not one of your ‘serial’ exec guys.

[bumpa33] 21/1/2020 15:36

Current CFO at a £500/600m Pharma joins a £30m minnow. Interesting.

[nordic1958] 21/1/2020 15:10

Think it is important to note the company is talking about many new discussions to follow up in the coming weeks.The oncology sector is attracting a lot of capital and Avacta I am sure will deliver steady news flow that will push the price higher and attract further interest from the majors.The latest JV with Daewoong and the recent news flow from ADC Therapeutics will make Q1 very interesting for Avacta

[purple11] 21/1/2020 14:22

thanks. gl

[money multipier] 21/1/2020 13:43

Purple, from the last fundraising prospectus:
'Avacta expects to file an IND/CTA application by the end of 1Q2020, to dose first patients with AVA6000 Pro-doxorubicin by the end of 2Q2020 with initial read-out expected in 3Q/4Q2020'
Disappointingly is his recent Directors Talk interview Alstair is now saying dosing in H2 with readout late 2020 so a bit more slippage.....

[purple11] 21/1/2020 11:04

well I guess imlocked in here until this latest trial starts.luckilly for me ive the patience to sit it out.
anyone got an idea when it will start?2020 is abit vague.

[bonzo] 21/1/2020 08:53

Paul Fry's appointment will be a big boost to the managing team...

[milkmonsta] 20/1/2020 13:13

Indeed.

The Daewoong tie up shows that there could be many applications for Avacta tech both now and in the future.

[the stigologist] 20/1/2020 12:40

As a relative newcomer I'd say the Market generally is in 'show-me' mode and can afford to be. PIs have been so battered in recent years they're just taking small gains rather than running winners. Management teams seem happy to sell out at low premiums.

I was sceptical at time of LG announcement. I and those like me might think we've been proved 'right' given subsequent share price performance but again that is largely due to the market and not due to our analytical or trading brilliance. What many don't seem to grasp is that we are talking about a platform technology here rather than your typical common or garden variety, single point of investment failure, biotech.

The real value inflection point will either come from a critical mass of established Pharmas/biotechs licensing their technology or a clinical trial success. Either or both should occur in 2020 is my bet.

[milkmonsta] 20/1/2020 11:56

It sure is interesting to see the market not seeing this as a potential multi-bagger at the moment. It has to be down to the managements past failure to deliver and the constant requirement to raise more cash.

Despite the fact that a number of quality compaines + key personell have jumped into bed with Avacta over the last 18 months, the market continues to apply more risk than potential reward to this company.

However, i guess at the moment the market cap is so low that the market can afford to wait for something more concrete to emerge in deal (cash up front) terms and test results before jumping on the bandwagon.

If something of quality along those lines does emerge from Avacta in the near future though, the price inevitably will explode.

Fascinating watching the market playing "chicken" with this company.

[losses] 20/1/2020 10:14

The share price showing it as a non-event!

[the stigologist] 20/1/2020 08:59

Sounds very promising

[tromso1] 20/1/2020 08:43

"Lots of interest in AVA6000 and the combination of Affimer immunotherapies with preCISION pro-drugs. Our new JV with Daewoong and recent partnership with ADC Therapeutics also attracted a lot of attention. Many discussions to follow up over the coming weeks."

[tromso1] 20/1/2020 08:43

"Packed week at the Biotech Showcase and China partnering conference @jpmorgan
Healthcare. Great opportunity building our profile, meeting potential partners / investors and discussion with current partners. Most productive trip we've made to this global life sciences gathering."

[nordic1958] 18/1/2020 10:49

• Looking to build up its pipeline of future products, Eli Lilly (NYSE:LLY) aims to announce a $1B-5B deal for each quarter of 2020.• The acquisitions will focus largely on earlier stage opportunities across key therapeutic areas including oncology, pain, immunology, and neurology, quote from the CFO !Note the immunology and oncology area, as I mentioned the hottest area in the Healthcare.They are joining a growing group of majors with " have cash, will spend ".Keep an eye on Avacta's shareholder list

[the stigologist] 17/1/2020 17:43

Nice to hear from C4X

Am sure AVCT had similar experience if they attended

[nordic1958] 17/1/2020 17:11

?good note earlier .Enjoy the week end 25p here we comeThe majors will be knocking on the door,more license deals to come" new discussions "

[the stigologist] 17/1/2020 16:46

Slow and steady wins the race

[nordic1958] 17/1/2020 16:26

An eventful week ahead I guess.ADC IPO awaits, Oncology sector the hottest area at the moment, continued newsflow Let us see by next Friday.Would buy before week end press.Pick some up before the close.

[dave4545] 17/1/2020 11:56

Book starting to flip

18.1p bid online, somebody just sold 25k on it

[purple11] 17/1/2020 11:25

I only sell shares on up days,otherwise it just makes me feel sad.

[babbler] 17/1/2020 10:26

Sell sell sell!! :D

[purple11] 17/1/2020 09:19

being offered 17.6now how generous

[purple11] 17/1/2020 08:29

getting offered 16.50 with jarvis so I wont be selling today.lol