Showing posts with label Avalon Globocare. Show all posts
Showing posts with label Avalon Globocare. Show all posts

Thursday, September 5, 2019

IBI Research On Avalon: Poised For Market Conquest

Summary
Avalon's CAR-Ts are ahead of their time due to key advantages over conventional medicines. AVA-101 shuttles enough genes to decimate two oncology targets (CD19 and CD22).
In July 2019, Avalon launched its first CAR-T (AVA-001) into the clinic for relapsed/refractory acute lymphoblastic leukemia and non-Hodgkin lymphoma.
The most advanced CAR-T in the market (AVA-101) recently entered a process development and validation phase. As such, it will be advanced into human studies in 1Q2020.
The medical diagnostics franchise is progressing rapidly. AVA-201 will be made available in the clinic for oral cancer by 4Q2019. A regulatory filing is expected a year later.
The regenerative medicine segment is projected to deliver AVA-202 for diabetic wounds by year-end.
This idea was discussed in more depth with members of my private investing community, Integrated BioSci Investing. Get started today »
In the development phase, don't forget stability. And in stability, don't forget development. - Li Ka Shing (Billionaire Investor and Philanthropist)
Author's note: This an example of the IBI research available exclusively for our marketplace members.
A theme that I particularly like in bioscience investing is when a company layered excellent diversification within its pipeline. Diversification lowers investment risks while increasing the chances of finding a blockbuster. A prime example of this phenomenon is Avalon Globocare (NASDAQ:AVCO), as the company is gearing to hit a "trifecta." Accordingly, Avalon is brewing the next-generation CAR-T, precision medicine diagnostic, and regenerative medicine. Though all three franchises have a high probability of generating winners, you only need a single blockbuster for the stock to appreciate multiple folds.
What makes this investment enticing is that the shares have depreciated significantly due to the overall biotech downturn in recent months. As such, its financial and valuation are highly favorable. In this research, I'll feature a fundamental analysis of Avalon and provide my expectation for this stellar growth stock.
Figure 1: Avalon chart (Source: StockCharts)

About The Company

As usual, I'll deliver a brief corporate overview for new investors. If you are familiar with the firm, I suggest that you skip to the subsequent section. Operating out of Freehold New Jersey, Avalon is focused on the development and commercialization of disruptive medicines and diagnostics to serve the strong unmet needs in cancer and various diseases. Using a trident-like approach of Poseidon, Avalon captures opportunities in three lucrative niches. They include exosomes diagnostics, regenerative medicine, and cellular immunotherapy.

Monday, July 29, 2019

Avalon: A Colossal Partnership

Summary
Avalon is gearing to hit a "Trifecta" with three highly promising businesses, including exosome diagnostics, regenerative medicine, and cellular immunotherapy.
Due to its ingenious design, Avalon's chimeric antigen receptor- T cell therapy (CAR-T) dubbed AVA-101 is becoming a dominant player in this space.
In harnessing the power of transposon, AVA-101 carries enough genes for two CAR-T targets to improve efficacy. The added "kill switch" confers protection against the dreaded cytokine release syndrome.
As it foresees an incoming tide of fortunes, GE Healthcare joined hands with Avalon to ramp up cell therapy production and thereby streamlines the whole development/commercialization process.
The landmark partnership enables Avalon to conquer the vast cellular therapy market in China while building its footprints worldwide.
Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. - Warren Buffett 
As Buffett said it best, stellar growth companies do not come often. In my years of daily exploration of the bioscience space, I recently encountered a rare investment prospect you should not miss out. The investment gem is Avalon Globocare (NASDAQ:AVCO), a young innovator of the next-generation chimeric antigen receptor - T cell therapy (i.e. CAR-T). Back in 2017, I was quite excited at the CAR-T prospects of Kite Pharma and Juno Therapeutics. And, I am thrilled as Kite and Juno were correspondingly acquired by Gilead Sciences (GILD) and Novartis (NVS) for $11.9B and $9B.
Since cellular therapy evolves at a rapid pace, I now vote my strongest confidence in Avalon's CAR-T. Nonetheless, I'm not the only one who is optimistic about Avalon's precision medicine and diagnostics. For instance, the company recently inked a mega partnership with GE Healthcare (GE). In this research, I'll present a fundamental analysis of Avalon while focusing on the latest partnership development.
Figure 1: Avalon stock chart (Source: StockCharts)

About The Company

As usual, I'll deliver a brief corporate overview for new investors. If you are familiar with the firm, I suggest that you skip to the subsequent section. Headquartered in Freehold New Jersey, Avalon Globocare is a CellTech company that operates Avactis Biosciences and Genexosome Technologies subsidiaries. Founded in 2016, Avalon is already forging its crown as a leading cell-based technology innovator.
Figure 2: Avalon subsidiary (Source: Avalon)
In the Golden Age of CAR-T, Avalon is focused on the development and commercialization of disruptive medicines and diagnostics to serve the strong unmet needs in cancer and other diseases. Using a trident-like approach of Poseidon, the company captures opportunities in three highly promising niches. They include exosomes diagnostics, regenerative medicine, and cellular immunotherapy. I elucidated in the prior research,
Powering the diagnostic portfolio is precision medicine based on "exosomal biomarkers." Accordingly, Avalon is delivering a diagnostic avalanche against oral cancer, nonalcoholic steatohepatitis ("NASH"), leukemia, colorectal cancer, and macular degeneration. Notably, exosomal biomarkers can quickly pinpoint a diagnosis to give physicians an edge against dreaded diseases. In the battle of life and death, I believe that accuracy and precision are of paramount importance. That aside, Avalon is brewing various potential blockbusters, including AVA-101, -201, and -203 as depicted below.
Figure 3: Diagnostic and therapeutic pipeline (Source: Avalon)

Monday, June 24, 2019

Avalon Globocare: A Trifecta Biotech

Summary
Avalon Globocare is an investment gem because it is brewing a highly diversified pipeline of potential blockbusters.
Leveraging precision medicine, Avalon employs liquid biopsy with exosomes biomarkers to provide an accurate diagnosis for various cancers and even nonalcoholic steatohepatitis.
The crown jewel of the immunotherapy franchise is a premier multi-targets CAR-T. It has the power to circumvent prior limitations of the first generation drugs (Yescarta and Kymriah).
I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. - Warren Buffett
In bioscience investment, it is wise to choose a young growth company with several blockbuster prospects. When there are three blockbuster franchises, chances are that you found yourself a jackpot of gold. If one or two franchises fail, there is still the third one to deliver outsized profits. That being said, Avalon Globocare Corp. (AVCO) epitomizes this type of growth equity. The young grower, Avalon is attempting to capture fortunes in regenerative medicine, CAR-T, and precision medicine diagnostics. As such, the company is positioned to hit a "trifecta." A trifecta biotech usually yields strong investment returns due to three layers of blockbuster diversification built into one firm. If you've been reading my research, you'd realized that diversification is highly imperative for successful life science investment.
Figure 1: Avalon stock chart (Source: StockCharts)
Since biotech equities are risky, there are correspondingly high rewards. To mitigate the risk, you must employ with diversification both within the stock like Avalon as well as in purchasing a basket of equities. Keep in mind that this form of diversification is different than the diversified pipeline of a giant pharmaceutical innovator. In my opinion, it's nearly impossible for a giant to double or triple in the next several years. Investing in young growers like Avalon is the way to generate outsized returns in the long run. If confirmation is needed, you can view the phenomenal profits from the SPDR S&P Biotech (XBI) that focuses on bioscience growth equities. In this research, I'll feature a fundamental analysis of Avalon and provide my expectation on this Phillip Fisher growth stock.

About The Company

Founded in 2016, Avalon Globocare operates key subsidiaries (Avactis Biosciences and Genexosome Technologies) and is headquartered in Freehold New Jersey. Only several years old, Avalon Globocare already built a reputation for itself as the leading cell-based technology company. In delivering hopes to countless patients worldwide, Avalon is focused on the development and innovation of medicines and diagnostics to serve the strong unmet needs in cancer and various diseases. As follow, the company is poised to capture three highly promising niches, including exosome diagnostics, regenerative medicine, and cellular immunotherapy.
Figure 2: Avalon subsidiary (Source: Avalon)
Powering the diagnostic portfolio is precision medicine based on "exosomal biomarkers." Accordingly, Avalon is delivering a diagnostic avalanche against oral cancer, nonalcoholic steatohepatitis ("NASH"), leukemia, colorectal cancer, and macular degeneration. Notably, exosomal biomarkers can quickly pinpoint a diagnosis to give physicians an edge against dreaded diseases. In the battle of life and death, I believe that accuracy and precision are of paramount importance. That aside, Avalon is brewing various potential blockbusters, including AVA-101, -201, and -203 as shown below.
Figure 3: Diagnostic and therapeutic pipeline (Source: Avalon)