Advanced Oncotherapy Live Discussion

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Rhino1958 20 Feb 2020

Recent interest in the company Amother positive announcement Advanced Oncotherapy (AIM: AVO), the developer of next-generation proton therapy systems for cancer treatment, is pleased to announce that it has reached an agreement on the terms for a collaboration with University Hospitals Birmingham NHS Foundation Trust (“UHB”), the acute service provider delivering general hospital services for Birmingham and specialist treatments for the West Midlands and nationally, to install a LIGHT system.

Rhino1958 11 Feb 2020

Recent interest in the company Advanced Oncotherapy (AIM: AVO), the developer of next-generation proton therapy systems for cancer treatment, is pleased to announce a memorandum of understanding (“MoU”) with The London Clinic, the UK’s leading private independent hospital, to operate Advanced Oncotherapy’s first commercial LIGHT facility on Harley Street in London.Al Russell, Chief Executive Officer of The London Clinic, commented: “Proton beam therapy is a very exciting new treatment but access has been limited due to the costs and size of equipment. Until now. Advanced Oncotherapy’s LIGHT system reduces size and cost, while providing the same high success rate for patients. We’re excited to be the first hospital in London to offer this new treatment. The new service will adjoin our main site on Harley Street, and enable The London Clinic to help even more patients fight and survive cancer while furthering our aim of advancing healthcare.” Al Russell, Chief Executive Officer of The London Clinic, commented:

Rhino1958 03 Dec 2019

Recent interest in the company Possible some upside movement with further recent interest in the company DNCA FINANCE LUXEMBOURG 12million shares Mr Philippe Glatz now has a total interest in 15,659,162 ordinary shares of 25 pence each, equivalent to 6.42% of the Company’s issued ordinary share capital Mr. Philippe Glatz serves as Angel Investor at Philippe Glatz. He is a Chairman of two private hospitals. He also serves as President at Clinique des Grangettes.

Ripley94 22 Jul 2019

Placing @ 49p...... 4% discount AVO… XXXX Looks like there was another placing @ 40p in April 2019 . Cheaper now maybe @ 38p but the spread might cancel that out .

Rhino1958 22 Jul 2019

Placing @ 49p...... 4% discount Fit out phase begins Advanced Oncotherapy (AIM: AVO), the developer of a next-generation proton therapy system for cancer treatment, announces that the structural building work at Harley Street, the site of the Company’s first proposed commercial installation of its proton-based radiotherapy system, has been completed.

frog_in_a_tree 13 May 2019

Placing @ 49p...... 4% discount Good to see someone interested in Advanced Oncotherapy. It is a promising product but I guess we need patience to see a return on our investment as it has done nothing for a few years. If, and it is an “if”, there is a breakthrough in development and sales then we could see a significant uprating in the share price. The risk is that it will be overtaken by other campanies which are developing similar products. Cheers, Frog in a tree

Ripley94 02 Aug 2018

Placing @ 49p...... 4% discount Market responded well its up %

fish lips 01 Jun 2018

Topped up Just topped up a little. Given we've got rid of the Bracknor and we are still on track for 2018 delivery. If things keep on like this 56p is going to be cheap.

Dubliner2 06 May 2018

Sunday Times (Business Section) 6th May NHS link-up (Manchester) announcement anticipated 8th May

Deckhard 27 Apr 2018

Re: Up 27% on Analyst Recommendation 155... Took the profit at 61.43p.Looking to buy in again when/or if they retrace

fish lips 26 Apr 2018

Re: Up 27% on Analyst Recommendation 155p Ta... So that could well be the springboard we need. I will think that we will get some good news in the short-term as well. I can't see a recommendation like this happening without a nod from AVO with some good news in the offing. I almost bought on the dip as well...do

Deckhard 26 Apr 2018

Up 27% on Analyst Recommendation 155p Target KEY TAKEAWAYWe upgrade AVO to OUTPERFORM with a fair value of 155 GBp. The company has significant growth potential in the nascent Proton therapy ("PT" industry. The dented growth trajectory from the industry leaders in PT signals the limitation of the conventional cyclotron technology in PT. We are encouraged by AVO's technology to benefit from this bottleneck through delivery of a better and easier-to-install technology with its PT Linac. Execution on scaling up production will easily lower machine prices and therefore represents a significant opportunity to expand margins on the services business, which will remain at a higher price level. We are also encouraged by an upgraded management team, which is experienced in installations, service and sales - OUTPERFORM.Advanced Oncotherapy - Early stage but technological advantage of AVO's LIGHT. The PT incumbents, IBA and Varian are far ahead of its competition dominating the market with a combined market share of more than 70%. However, besides pricing, all PT players share one significant hurdle for fast adoption rate. The cyclotron technology involves lengthy and complicated building preparation. Heavy cyclotrons and large concrete bunkers make the installation a major building project, which is, regardless of pricing, often a big hurdle. AVO could carve out a significant advantage with their modular system, which could in theory allow a much faster and easier installation almost comparable with conventional Linac. AVO could tap into a new market for mid-sized hospitals, which could be a significant volume play.Fast and easy installation of LIGHT could take PT to a faster adoption rate with a higher margin expansion opportunity vs. conventional cyclotron based PT. The advantage of AVO's technology being faster and less complicated combined with a cheaper production process could give the company a fast head-start with a future margin expansion opportunity driven by an attractive service revenue stream.Price of PT machines is not the biggest hurdle. While the current debate in the clinical community is about pricing and clinical evidence, we believe that the above-mentioned installation hurdles are more significant in holding back a faster adoption rate. In this update report we have compared cost of cancer treatments, which makes PT look less expensive over a longer time period compared to drug-based approaches. We feel that the pricing element will become even less of an issue once the read out of trials comparing PT vs. Radiotherapy ("RT" in 2020 brings clinical evidence to light. Should PT machines stay at the $15m price band by 2030, margins could look significantly more attractive for the whole PT industry.Reinforced management team changes the equity story significantly. AVOs management team has changed the equity story significantly compared to 2016. While the patents and the promising technology was already in place then, the company has added veterans of the PT industry from science, engineering, installation, application experience and compliance. We feel that the success of the industrialisation is entirely hinging on the top professionals.The Proton therapy industry offers significant structural growth. We assume a PT conversion rate of 15% by 2030, which would make it a c.$8.0bn market ($4.5bn for 380 machines in that year sold and $3.5bn for the service of all machines installed up to 2030 (c.2,900 PT vs. c.16,500 conventional PT machines)). PT is amongst the most attractive subsectors in Medtech, which grows significantly above the sluggish Medtech sector with low single digit top line growth. Medtech as a whole has lost its steam due to lack of innovation, which was followed by price pressure from payers, who no longer pay top dollar for commoditised devices and instruments.Valuation - We upgrade our AVO recommendation to OUTPERFORM from NON-RATED and set a new target price of 155 GBp based on new funding, strengthened manageme

fish lips 19 Apr 2018

Re: Up 15% and no news Still more upward pressure, news must be imminent! Volumes are tiny though. If bad news was coming then we'd see bigger volumes and more of a drift.

Dubliner2 18 Apr 2018

Re: Up 15% and no news Very low turnover

Deckhard 18 Apr 2018

Up 15% and no news Anybody heard anything. Maybe the China deal has been signed?

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