Read on Twitter
1/7
I'm still shocked by the lack of excitement around yesterday's update.
Just 2 months post therapeutic Affimer discovery, #AVCT have achieved a deal that will see an Affimer therapy taken through the clinic, without any cost to AVCT https://twitter.com/MylesMcNulty/status/1288534733564125187?s=20
I'm still shocked by the lack of excitement around yesterday's update.
Just 2 months post therapeutic Affimer discovery, #AVCT have achieved a deal that will see an Affimer therapy taken through the clinic, without any cost to AVCT https://twitter.com/MylesMcNulty/status/1288534733564125187?s=20
2/7
Phase 1-3 costs alone = c. $37m
Not only that it is Covid related and so will receive added drive from Daewoong and expedited support from regulatory authorities.
If that weren't good enough, AVCT aren't merely receiving
https://www.sofpromed.com/how-much-does-a-clinical-trial-cost/#:~:text=As%20general%20rule%20of%20thumb,%2441%2C117%20per%20patient%20%5B2%5D.
Phase 1-3 costs alone = c. $37m
Not only that it is Covid related and so will receive added drive from Daewoong and expedited support from regulatory authorities.
If that weren't good enough, AVCT aren't merely receiving
https://www.sofpromed.com/how-much-does-a-clinical-trial-cost/#:~:text=As%20general%20rule%20of%20thumb,%2441%2C117%20per%20patient%20%5B2%5D.
3/7
a royalty deal, they have a 45% stake in any outcome.
So that's c. $37m in costs + potentially pre-clinical, for another company to demonstrate the saety and efficacy of an entire AVCT platform, thus de-risking it across the board.
a royalty deal, they have a 45% stake in any outcome.
So that's c. $37m in costs + potentially pre-clinical, for another company to demonstrate the saety and efficacy of an entire AVCT platform, thus de-risking it across the board.
4/7
Mr market appears to only want to know about the LFT.
However, by the end of this year, AVCT should have ;
1. An LFT and a BAMS test on the market.
2. Its Affimer platform fully tested for safety and efficacy in humans.
Mr market appears to only want to know about the LFT.
However, by the end of this year, AVCT should have ;
1. An LFT and a BAMS test on the market.
2. Its Affimer platform fully tested for safety and efficacy in humans.
5/7
3. Be about to test its pre-CISION platform for safety and efficacy and a stab at a min. $1BN pro-doxorubicin market.
Now the LFT could well create enormous revenues but de-risking the Affimer platform and/or the pre-CISION, is at least equal if not greater than that.
3. Be about to test its pre-CISION platform for safety and efficacy and a stab at a min. $1BN pro-doxorubicin market.
Now the LFT could well create enormous revenues but de-risking the Affimer platform and/or the pre-CISION, is at least equal if not greater than that.
6/7
Plus, all the cash flows that BAMS and the LFT create, can drive even greater expansion of those platforms, if they indeed become more de-risked.
Dilution free.
pre-CISION alone has a further 9 known candidates.
I appreciate fully that the LFT is a big front end goal
Plus, all the cash flows that BAMS and the LFT create, can drive even greater expansion of those platforms, if they indeed become more de-risked.
Dilution free.
pre-CISION alone has a further 9 known candidates.
I appreciate fully that the LFT is a big front end goal
7/7
but I also believe strongly that many investors are selling themselves short, by not bothering to learn the AVCT story properly.
A reality that demonstrates itself clearly through this whole too late to market theory, for the LFT.
The greatest investment is time itself.
but I also believe strongly that many investors are selling themselves short, by not bothering to learn the AVCT story properly.
A reality that demonstrates itself clearly through this whole too late to market theory, for the LFT.
The greatest investment is time itself.
