frog in a tree
25 Aug 2015
...and more Good News... ...was pUblished yesterday amid the steep fall in the share price. With AVO I do sometimes wonder whether they save up positive news stories to counter falls in the share price.Hopefully the business tie in China which was recently announced will not be adversely affected by the stock market chaos there.Cheers,
aqualung 38
20 Aug 2015
Re: Good News Needed you have your good news this morning, frame work agreement signed but no PO yet
23Jez
19 Aug 2015
Re: Good News Needed I went to bed last night thinking OMG I should have said DYOR.My conclusion is speculative given the incomplete information we have. It needs to be validated. However this approach could accelerate the take up of proton beam therapy at the expense ofconventional radiotherapy.I doubt if many oncology centres who do not have a cyclotron already would be able to afford or justify a conventional cyclotron. Cheap and easy to install particle accelerators are the only way most oncology centres will be able to provide proton beam therapy as replacement for conventional radiotherapy IMO. All this has to be good for patients and is another medical game changer several of which I have been privileged to be involved in during my career.23 Jez
Dubliner2
18 Aug 2015
Good News Needed Hi 23Jez,Thank you for your informative and helpful resume. When I read of Karl Sikora's connection with PP I feared that AVO had been outflanked. However reading "Do I think they are a threat to AVO. Not unless they have a cheap novel means of producing protons." We can sleep a little more soundly and leave you to enjoy your holiday !
23Jez
18 Aug 2015
Re: Good News Needed Hi Dubliner 2Proteus Partners (PP)As an investor in both Woodford's Patient Capital fund and AVO I too was curious about it. I am on holiday with my family in Spain but I have been researching PP on and off for the last three days since they went home.The following is a simplistic summary of what I think are the salient facts and my speculative conclusion.To deliver proton beam therapy the following are essential: 1 source of protons, which as of today means either a cyclotron or a linear accelerator, conventional versions of these are very very expensive. As far as I am aware (see my previous posts on this subject) no one has got a low cost means of producing them in production other than AVO.Also essential is 2, a means of delivering these protons to the target tumour exploiting the Bragg peak (look up on Wikipedia if you do not know what it is).AVO are well on the way to manufacturing this and have made more progress since their presentation at the RSM late last year see various RNSs.My research tells me PP are in the process of setting up proton beam therapy centres in a few UK large medical centres in the UK and have a contract to do so in China.In spite of all the hype they are silent on how their system produces protonsMy research led me to the IBA website. IBA has patents on a gantry and add ons which make a proton beam therapy room cheaper to install and easier to use. It is called Proteus. It makes no mention of a novel system to produce protons more easily and cheaply than extant systems.Why? Perhaps it is because it can be connected to existing cyclotrons (and linear accelerators).I will not patronise you all by quoting Sherlock Holmes. However my theory is that the proposed sites already have a means of proton production, probably cyclotrons, and are involved in PET/PETCT scanning.I have not had time to validate this and it is 15 years psince I retired from Medicine.I have met Karl Sekora, he and his associates are very able blue sky scientists.Hope this helps.Do I think they are a threat to AVO. Not unless they have a cheap novel means of producing protons. The interesting issue is who will have the best gantry. AVO also have a lot of blue sky scientists.If anyone has confounding facts please post.23JezI am having difficulty submitting this apologies in advance if I make multiple submissions. I am not typing it all out again
Dubliner2
16 Aug 2015
Re: Good News Needed Please can anyone explain how this company compares with Proton Partners backed by Neil Woodford.?
23Jez
29 Jul 2015
Re: Good News Needed NoRadiotherapy and immunotherapy are two very different treatment modalities. Chemotherapy is another important modality. Depending on the tumour and/or its stage, one or more of these may be used. In many cases these are deployed after surgery.DYOR 23 Jez
23Jez
29 Jul 2015
Re: concerned Hi Brightboy as wellIf you read the RNS carefully you will note the warrants were part of the consideration paid for the purchase of ADAM technology. This is the novel technology which is in my view a game changer in the delivery of radiotherapy and specifically proton beam therapy. As I am a retired radiologist/medical director involved for much of my medical career in radiology equipment procurement, both diagnostic and therapeutic I have researched the subject and the company exhaustively. Please see my previous posts in which I have summarised the science clinical issues, and potential competitors. In my view this company will either be successful as a stand alone manufacturer or be bought by one of the big guys e.g Varian Siemens or one of the Japanese companies.You need to understand that in this field design manufacture testing and installation take a lot of time and are very expensive. This company is making good progress and seems to be meeting all its deadlines. It has also been able to forge relationships with companies providing add on technology to make a clinical unit.Its adoption on a global scale will probably take 5 to 10 years.DYOR23 Jez
aqualung 38
21 Jul 2015
Re: concerned don't be, they are totally conditional on the testing working, the instal happening in 2016 and patients by 2017, the 2020 expiry is irreverent as if any one of those things don't happen the company wont be worth a penny.
brightonboyaswell
20 Jul 2015
concerned I am a bit concerned with these over generous awards of options that are going on. all mean have them, but set at 8p for 2020 expiry, that's not exactly a carrot to do well is it.I am staying invested for now but this is starting to look like another Aim p@@@ take of the PI's at the moment.
hethersett62
15 Jul 2015
Future Demand. With thanks to:andrbea on ADVFN. 15 Jul'15 - 14:48 - 1324 of 1325 0 0 price should be much higher IMO this PT market is exploding in the USA, and the UK is asleep by comparison... According to the US Proton Therapy Market Outlook 2020, report, the United States will be home to 29 such centers by 2020. Consequently, the market will breach a Billion dollar mark to attain revenue of around US$ 1.22 Billion by 2020, growing at a CAGR of 11.4% during the forecast period (2014-2020).[link] andrbea 15 Jul'15 - 14:52 - 1325 of 1325 0 0 [link]
quackers1
12 Jun 2015
First FT Article 13/6....This Aim-listed specialist in proton therapy used in cancer treatment, has seen its share price double since the start of the year, and is now trading above 10p for the first time since 2008. From its research and development facility at Cern, Geneva, the company is looking to complete its own Light system by the end of 2016, which it hopes will make the treatment more cost effective. Chief executive Sanjeev Pandya was very bullish in his statement in the 2014 final results at the start of this month. This week, he showed more faith by investing almost £20,000 and increasing his holding by 60 per cent. Mr Pandya was joined by first-time trader and finance director, Nicolas Serandour, who also purchased 220,000 shares at 9p; and non-exec Michael Bradfield who invested £147,000, taking his holding over 9 per cent of the company. Mr Bradfield had also purchased in February, when the price was just over 4p.
27overpar
08 Jun 2015
Re: Management Purchases Let's hope so. Confirmed sales are, ultimately, the driver that the sp needs. If the "powers that be" see these getting closer then this may be the reason for their new purchases. 27op.
brightonboyaswell
08 Jun 2015
Re: Management Purchases I posted on 14/5 Red Hot Penny Share had quoted that they had spoken with someone at high level at AVO and they had said that more order news in coming months.I'm hoping these management buys are a precursor to this.
27overpar
08 Jun 2015
Re: Management Purchases Agreed. Another ringing endorsement surely. As you say, if they don't know the score, who does? No shift in the sp as yet though. 27op.
