Trinity Delta Lighthouse: Avacta
Trinity Delta view: Avacta’s H122 results confirm operational progress in both the Therapeutics and Diagnostics divisions. AVA6000, the lead Therapeutic asset, remains the largest single element of our valuation model; continuing clinical progress bodes well as it not only represents an important value driver for Avacta, but successful proof-of-concept would validate the wider pre|CISION platform and boost appreciation of its potential utility. Reassuringly, the drug development collaborations (leveraging the pre|CISION and Affimer platforms) are also advancing. In Diagnostics, Avacta has embarked on building a broad yet focused IVD product portfolio. Our Avacta valuation is £557m (equivalent to 219.1p per share), with news flow over the next 18-24 months expected to provide multiple value-inflection points.Avacta Group is a biotechnology company that is developing biotherapeutics and reagents based on its proprietary Affimer technology, an engineered alternative to antibodies. Affimer® reagents and therapeutics are a class of non-antibody binding proteins that have been engineered for a range of applications where antibodies and aptamers have limitations. Co. has two operating segments: Life Sciences, which provides custom Affimers for reagents and diagnostics, drug and biomarker discovery in biotech research and development; and Animal Health, which provides tools and contract services to assist diagnosis of conditions in animals to enable treatment for veterinarians.
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