Australian (ASX) Stock Market Forum

AVR - Anteris Technologies

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richardgeary said:
Anyone out there as anxious as me awaiting results on the HSV vaccine. They did say before Christmas right ? Well they are leaving it pretty tight. I sure hope it is a goer as I have a mountain of ahz shares.
Click to expand...

Those mountain of shares are worth a little more today :)
 
gambloring said:
Those mountain of shares are worth a little more today :)
Click to expand...

Today anyhow. I'm waiting on that ann still they have taken blood tests before Christmas so they should know if there is an immune response by now. If there is this will probably be one of the best stocks on the ASX pretty quickly as it will more importantly prove that their technology works and a cure for Hep c and aids wont be far away.
 
richardgeary said:
Today anyhow. I'm waiting on that ann still they have taken blood tests before Christmas so they should know if there is an immune response by now. If there is this will probably be one of the best stocks on the ASX pretty quickly as it will more importantly prove that their technology works and a cure for Hep c and aids wont be far away.
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I was under the impression that the pending announcement is only in relation to the safety of the vaccine in-vivo in non infected humans, rather than results measuring its efficacy.
 
richardgeary said:
... a cure for Hep c and aids wont be far away.
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A cure for either, coming from anywhere, is a decade away. And that would be a medical miracle. Anyone investing in Admedus with a shorter time frame of expectation is going to be disappointed.

Ademdus' real strength is the Cardiocel patch. It's stood up to verification and certification (at least for the E.U. so far), and it's on the shelves. As clarity emerges as to what sort of revenue stream Cardiocel produces, so will AHZ's share price find its value.

The medical research side for the vaccines is a value-add for as long as there's hope that something useful and patentable eventually, in our lifetime, emerges. Medical history would suggest that the odds are that the projects will soldier on for years and years and eventually wind up with no result. Is this story going to be any different? Maybe. That's where the hope lies.

I disclose buckets of AHZ.
 
The AHZ story rolls on with announcement of Phase I trials out this morning. Looks like the herpes vaccine is not only safe but generated a T-cell response in non affected humans....
 
VSntchr said:
The AHZ story rolls on with announcement of Phase I trials out this morning. Looks like the herpes vaccine is not only safe but generated a T-cell response in non affected humans....
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Yes jumped out at 17.5c but dropped down to 16-16.5c during the rest of the day. Looks like a hard ceiling at 17.5c...
 
Jackpot FDA approval given ...announcement release to the market this morning
the bonus is the approval is even more broad than the EU approval..
 
Yes, great news. While its probably going to cause another jump in the price in the short term, the really positive thing about the news is that between Europe and the US market we should start to see AHZ generate some real earning s now. The next 12 months could be exciting!
 
I'm really baffled about today's SP action. I read the announcement before 10am and thought this was great news, that it'd certainly break the 19c barrier. But it hit a high of 18.5c in the morning and closed at 17.5c.

What gives?? Market - y u no likey???
 
Tyler Durden said:
I'm really baffled about today's SP action. I read the announcement before 10am and thought this was great news, that it'd certainly break the 19c barrier. But it hit a high of 18.5c in the morning and closed at 17.5c.

What gives?? Market - y u no likey???
Click to expand...

Lots of possible reasons.
-Market assumed the FDA was a given.
-People are sitting on a 6 bagger already and want to take some risk off the table.
-Its been over 12 months since AHZ became quite "popular", so some who have been holding off selling to get the 50% discount on CGT may now be selling.
-Big holder is decreasing position
-All in all, the stock still went up, so I wouldn't say the market didn't like it!

Keep in mind that the current price assumes that Cardiocell will produce alot of revenue for the company over the coming years...so until AHZ can show some concrete evidence that its got what it takes to sell this product the exponential rising MAY have a ceiling on it.

The company has shown that it has got what it takes to create the product, but selling is a whole other ball game. They need to have effective production, marketing, distribution, pricing etc...
 
With the marvel of retrospect, we could surmise AHZ's decline from its highs reflects a general withdrawal of speculative funds - amid much profit taking - from the biotech sector (3-monthly chart, 'XHJ' healthcare sector in blue):

AHZ-3monthMidApr2014.gif

Biotechs each find their own reason for rising (or not), but they don't mind being sociable when they all fall. Amid the general deflating, the question is: which biotechs will be the first to recover?

I dsclose buckets of Admedus. Also a few BLT, CDY, GTG, NEU
 
Latest report looks good, After sold down close to 500,000 shares I am now back up close to 1m shares
 
ROE said:
Latest report looks good, After sold down close to 500,000 shares I am now back up close to 1m shares
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Interesting company and have bought in at 13c as a long term prospect.
I like the idea of being part of a company that help kids to have a better chance in life.:)
My thinking is once the patches are excepted globally as the best method for this type of medical procedure sales should improve along with revenue.
It does bother me however that the sp continues to fall. Any thoughts as to why? Other than that the majority of bio stocks being down.
 
jancha said:
It does bother me however that the sp continues to fall. Any thoughts as to why? Other than that the majority of bio stocks being down.
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Trying to guess why the market prices a share at a certain point is a mug's game, but I will have a shot! There was a lot of potential priced into AHZ, all the announcements that came through confirmed a lot of that potential - but earnings will still take a while to build and create real value in AHZ. So the price has stabilised within a range the market thinks reflects that.

Before any confirmation of the potential it traded between 4-7c so the fact its trading in a range of 10-15c is reflective of events IMO.
 
galumay is reasonable answer or you can check the hotcopper answer for stuff like manipulation, someone deliberately hold it down, bankers :D

My take is I don't really know, I invest in the business as long as I can see potential and it stacks up
until things change like they got untrustworthy management, they waste money on acquisition that doesn't make sense, balance sheet is significantly deteriorate, keys fundamental measures change for the worse

then I admit I got it wrong and I exit but until then price move up and down has no bearing on my decision.

Having said that I do take opportunity to exit at price I think is too hot even nothing is change or I buy extra parcel to trade in and out to take advantage of volatility etc.

At this stage as far as I can see AHZ is doing all the right thing, they meet all the milestones.

Revenue and profit is a Litmus test for a lot of investors and fund managers so that may go some way to explain
it may not race too far ahead until they start producing profit and attracting more investors.

This is my speculative stocks like Peter Lynch said, as well as something I want to do...I want to fund it to do research buying its stock is not enough...when they ask for hand out through

CR for more funding that where the real impact is, you can give them more money to further research into this wonderful technology that make many people life a lot better...I participate twice in their CR...and if they need more down the track I will give them more...

I know full well it may not work out so I am all prepared for it so I am in a worry free camp, I do keep tab on its development and announcement but I don't worry about the SP movement..

You have to decide where you stand when buying stock, get worry when it went down is stressful stuff as you cant control or predict its price movement...you got to control things that you can control and apply to the stock you hold.
 
Steady as she goes hitting another milestone.

CARDIOCEL ® SALES UPDATE – 1st
SALES ORDERS FOR THE US
Admedus gets first sales orders in the US market
Launched in Europe with key centres targeted
CardioCel ® on show at AATS conference in Toronto this month
 
ROE said:
Steady as she goes hitting another milestone.

CARDIOCEL ® SALES UPDATE – 1st
SALES ORDERS FOR THE US
Admedus gets first sales orders in the US market
Launched in Europe with key centres targeted
CardioCel ® on show at AATS conference in Toronto this month
Click to expand...

I hold a bit of AHZ so have been keeping an eye on it. Very odd that the market hardly reacted to this.
 

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