Read on Twitter
1/
Good question.
Given the significant investor interest in #AVCT and these particular products, I cannot logically conclude that the company is unnecessarily holding back information.
So either its not ready to report or is not able to or both. https://twitter.com/JESKirrane/status/1349628579902963714?s=20
Good question.
Given the significant investor interest in #AVCT and these particular products, I cannot logically conclude that the company is unnecessarily holding back information.
So either its not ready to report or is not able to or both. https://twitter.com/JESKirrane/status/1349628579902963714?s=20
2/
The 23rd Nov update is clear.
"currently carrying out a clinical evaluation of the BAMSTM assay at several sites in the UK."
"in discussions with commercial partners to establish the route to market for a CE marked BAMS COVID-19 test..."
The 23rd Nov update is clear.
"currently carrying out a clinical evaluation of the BAMSTM assay at several sites in the UK."
"in discussions with commercial partners to establish the route to market for a CE marked BAMS COVID-19 test..."
3/
"that can be deployed in hospitals in the UK and Europe."
I don't personally believe that these commercial "discussions" aren't essentially concluded. Its more that they are linked in some way to the conclusion of the product.
"that can be deployed in hospitals in the UK and Europe."
I don't personally believe that these commercial "discussions" aren't essentially concluded. Its more that they are linked in some way to the conclusion of the product.
4/
RNS 23rd Dec;
"clinical evaluation of the BAMS laboratory assay is ongoing at two UK clinical sites."
"made significant commercial progress for all of our coronavirus" tests "establishing scalable routes to market for these products to meet the anticipated very high demand."
RNS 23rd Dec;
"clinical evaluation of the BAMS laboratory assay is ongoing at two UK clinical sites."
"made significant commercial progress for all of our coronavirus" tests "establishing scalable routes to market for these products to meet the anticipated very high demand."
4/
I appreciate these things are obvious and easy to find but sometimes their simplicity is easily forgotten, as other thoughts driven by time lapses, are allowed to take over.
For me its clear the BAMS assay's part of the UK government scheme and that this is tying their hands.
I appreciate these things are obvious and easy to find but sometimes their simplicity is easily forgotten, as other thoughts driven by time lapses, are allowed to take over.
For me its clear the BAMS assay's part of the UK government scheme and that this is tying their hands.
5/
It is also clear to me that a number of further commercial relationships, are waiting in the wings, as this critical clinical phase is brought to a conclusion.
Its also abundantly clear that these tests have a waiting market because its a brave company that declares...
It is also clear to me that a number of further commercial relationships, are waiting in the wings, as this critical clinical phase is brought to a conclusion.
Its also abundantly clear that these tests have a waiting market because its a brave company that declares...
6/
"very high demand" and then doesn't follow through with it, given that with so much cash already raised in 2020, there's not much to win from exaggerating the market and plenty to lose in terms of market trust and standing.
We should not forget Conifer took a stake back in...
"very high demand" and then doesn't follow through with it, given that with so much cash already raised in 2020, there's not much to win from exaggerating the market and plenty to lose in terms of market trust and standing.
We should not forget Conifer took a stake back in...
7/
June and expectations on management performance will be elevated (AS house purchase debate noted).
We also know that AVCT management are on record as saying, that there's a desire to complete these validations comprehensively, to avoid issues later down the line.
June and expectations on management performance will be elevated (AS house purchase debate noted).
We also know that AVCT management are on record as saying, that there's a desire to complete these validations comprehensively, to avoid issues later down the line.
8/
Again, whatever we investors may think, that is another clear signal that AVCT management sees a significant longer term market, that it is worth being so prepared for.
This ties very much in with my own beliefs, which I have discussed at length on my timeline.
Again, whatever we investors may think, that is another clear signal that AVCT management sees a significant longer term market, that it is worth being so prepared for.
This ties very much in with my own beliefs, which I have discussed at length on my timeline.
9/
Even if AVCT fall short of the multi million test sales that some investor so crave, I am very confident they will achieve long term consistent revenues, that can drive their core platforms well beyond their current plans and time frames.
Even if AVCT fall short of the multi million test sales that some investor so crave, I am very confident they will achieve long term consistent revenues, that can drive their core platforms well beyond their current plans and time frames.
10/
That's why I remain very relaxed by this process, be it that I would dearly love to see the next stage come to pass.
What's key however, is that it is coming and all the indications demonstrate that it'll be a really strong and informational year for the company.
That's why I remain very relaxed by this process, be it that I would dearly love to see the next stage come to pass.
What's key however, is that it is coming and all the indications demonstrate that it'll be a really strong and informational year for the company.
Clearly i didn't mean informational but transformational, be it that it clearly also very relevant.
