Discover and read the best of Twitter Threads about #azn
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I came to appreciate long ago that AIM is an inefficient and irrational market.
But the share price of @avacta this week takes the biscuit. Following Monday's RNS, I was convinced we'd be at ATHs by now.
My explanation for what I think the market is missing on #AVCT ⬇️
1/25
But the share price of @avacta this week takes the biscuit. Following Monday's RNS, I was convinced we'd be at ATHs by now.
My explanation for what I think the market is missing on #AVCT ⬇️
1/25
On Monday, #AVCT announced that it had received FDA approval for its Investigational New Drug ('IND') application, to expand its Phase I clinical trial for AVA6000, into trial sites in the US.
The timing of the submission and the length of review are critical.
2/25
The timing of the submission and the length of review are critical.
2/25
The FDA has a 30-day review and turnaround time. Given #AVCT announced the approval this Monday, owing to LSE disclosure laws we must assume it received the approval sometime between Friday and Sunday.
Give a few days for post / admin / comms delays, and we can assume...
3/25
Give a few days for post / admin / comms delays, and we can assume...
3/25
Major flex by Novacyt today in response to ridiculous market conditions.
Decentralised testing flex.
Centralised testing flex.
LFT flex.
Validations flex.
Non-covid roadmap in Q2 will get the hype train moving shortly too.
#NCYT #ALNOV #NVYTF
londonstockexchange.com/news-article/N…
Decentralised testing flex.
Centralised testing flex.
LFT flex.
Validations flex.
Non-covid roadmap in Q2 will get the hype train moving shortly too.
#NCYT #ALNOV #NVYTF
londonstockexchange.com/news-article/N…
As always with a Novacyt infodump it takes weeks for the gravity of it to settle. All this tech will be realised in 2021+ in terms of revenues and growth. But it's all in there.
Initial thoughts?
Initial thoughts?
LFT modification to 'extend the revenue horizon for COVID-19'.
Many antibody LFTs on market simply haven't been selling. Uptake isn't there, especially in the UK. The requirements for these have changed, and the major rollout won't be until we have greater vax numbers.
Many antibody LFTs on market simply haven't been selling. Uptake isn't there, especially in the UK. The requirements for these have changed, and the major rollout won't be until we have greater vax numbers.
This was a fortunately timed move, but in hindsight, perhaps even more could have been taken off the table...! FTSE approaching -4% on the day.
Then again, as we all inevitably learn the hard way - hindsight is not a strategy.
Regardless, I have a healthy cash pile to...
1/4
Then again, as we all inevitably learn the hard way - hindsight is not a strategy.
Regardless, I have a healthy cash pile to...
1/4
...deploy now, with many excellent opportunities about.
#COVID19 testing stocks should of course do very well in the coming few months, with the #AZN / Oxford vaccine delayed and #Moonshot being launched.
My top picks (and the only ones I hold) remain #AVCT and #NCYT.
2/4
#COVID19 testing stocks should of course do very well in the coming few months, with the #AZN / Oxford vaccine delayed and #Moonshot being launched.
My top picks (and the only ones I hold) remain #AVCT and #NCYT.
2/4
In my view, we won't see a market meltdown. The fear factor driven by 'The Great Unknown' is no longer present, as it was in Feb/March.
Of course, there are some sectors I won't be touching, but many industries have gotten to grips with lockdown working measures/lifestyle.
3/4
Of course, there are some sectors I won't be touching, but many industries have gotten to grips with lockdown working measures/lifestyle.
3/4
#AVCT @avacta fabulous news.
It has discovered that its Affimers could be used in a neutralising therapy for #COVID19.
Whilst this opens up yet another multi billion dollar market, more significantly it demonstrates again the superiority of the Affimer protein scaffold. 1/8
It has discovered that its Affimers could be used in a neutralising therapy for #COVID19.
Whilst this opens up yet another multi billion dollar market, more significantly it demonstrates again the superiority of the Affimer protein scaffold. 1/8
Numerous parties are working on neutralising therapies for #SARS_CoV_2. They intend to use natural antibodies (a la #GSK / Vir) or synthesised monoclonal antibodies (a la #AZN).
The latter has yet to discover one that binds to #SARS_CoV_2:
astrazeneca.com/media-centre/a…
2/8
The latter has yet to discover one that binds to #SARS_CoV_2:
astrazeneca.com/media-centre/a…
2/8
#AVCT has stated that some of the Affimer reagents that bind to #SARS_CoV_2 "block the interaction between the virus' spike protein and ACE2, a receptor on human cells that is key to the virus infection pathway."
It ALREADY has discovered the necessary antibody equivalent. 3/8
It ALREADY has discovered the necessary antibody equivalent. 3/8
Analysis: #NYSE $AZN
Case 279 #AstraZeneca PLC
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
#AZN 1/4
Case 279 #AstraZeneca PLC
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
#AZN 1/4
Chart 1
Weekly Chart: The declines seen in Feb.- Mar. 2020 were easily absorbed by long term buyers resting on the #SMA 200 in #confluence with #pivot and #Fib. 0.50 (not on image) supports .....
AZN 2/4
Weekly Chart: The declines seen in Feb.- Mar. 2020 were easily absorbed by long term buyers resting on the #SMA 200 in #confluence with #pivot and #Fib. 0.50 (not on image) supports .....
AZN 2/4
..... and since then price has registered a new all time high of 54.71 and the main objective is 65.52.
AZN 3/4
AZN 3/4
