Thread by @BigBiteNow

1/7
All these months, I have tried to keep things in perspective on how big an opportunity these Covid tests, could be for #AVCT.

The phrase "if it sounds to be good to be true," kept coming to mind.

Given where we are in the process and what AVCT presented on 29th Sept,

2/7
I think I am now entitled to start factoring in few of my grander questions.

If AVCT can set itself on a path to even half of what has been presented, so 50-60m tests per month, be it directly involved or not,

3/7
what does that say about where they can take the therapeutics business post AVA6000 first (assumed successful) read out?

How many therapies can be tackled at once?

What does it say about their standing in the diagnostic and even cancer therapies market place?

4/7
What does it about how their Affimer platform will be viewed and indeed how enviously it will be pursued.

What does it say about direct diagnostic test interest?
What does it say about increased partnered interest in that business?

What does it say about the AVCT SP?...

5/7
and the company's ability to survive M&A and what its valuation could end up being?

If this pandemic has taught the sector anything, its that it needs to be prepared for the next one.

There's no faster diagnostic gun in the West, than the Affimer one and that...

6/7
was prior to expansion of their facilities, prior to ISO 13485 accreditation and prior to completing this process and learning from it.

AVCT is about to receive the biggest endorsement their business could ever hope for, on the greatest stage their sector has ever known.

7/7
Call that a ramp, call it what you want to but there is no denying how close they now truly are, to achieving a monumental goal, which is why they stated ;

"it will be a very exciting and genuinely transformational year ahead for Avacta"

You're no kidding.