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Oh yeah, I totally forgot!
They clearly haven't heard that we are at the start of a value curve.
How foolish they could be here. What’s their potential upside from here? 50%?? Or, an RNS comes out next week and they have their pants well and truly taken down
Well it’s an interesting position they’ve taken, they may just be hoping it will unnerve enough folks to move the price down a few pence. Most won’t base their decisions on what a Company is trying to achieve, if that was the case few would touch BAE Systems !
They’re not shorting a cancer treatment. They’re betting against our ability to commercialise before we go for more cash.
They’ll likely lose. Especially form this level. Seems an odd move. We should be long past this rubbish… the tiring attitude of the CEO comes to pass once more.
I think our new shorter is very brave Orr foolish !
WET Cancer on here
ES: Do you think its personal then? Do you think he has deliberately targeted AVCT because they are a Cancer company?
Grow up.
AVCt have put themselves in this situation, no one else. GSA would not be taking this risk unless they thought the company are susceptible.
There could be (in theory) a TO bid tomorrow and GSA would be hit hard. The fact is they think that very unlikely.
Even if AVCt was forced to delist the science would carry on.
I have been banging this drum forever trying to get through some pretty thick skulls that the Science is different to the company.
The only people at risk are the shareholders.
Yes they have
jonathan his**** (born april 1974)[1] is a british hedge fund manager and founder of gsa capital, a london-based hedge fund.
shame on him shorting a company trying to save lives.
i wonder if the big c comes a knocking at his door or family members
Excuse my ignorance but have a firm called GSA opened up a short today?!
touk, you don't seem to know your **** from your elbow. to my question about whether p1a results were good ones, you replied with:
"on their own they aren’t"
i roundly disagree with that, and have given my reasoning. whereas, i'm sorry to say, you generally tail off into a black hole of despair.
Hje306
Oh but hold on. The views you aired in your post at 15:43 are incredibly similar to views I posted weeks ago and was roundly criticised by the Pom Pom girls on here.
Gje306
Pardon me. I thought you genuinely wanted other peoples opinions rather than bating people so you could do your usual belittling tactics. Leopard never changes its spots
@Bella's "Does " don't worry about funding" seem like a true statement. "
Yes, in the sense that "Only two owners" is a true statement when each owned half of the car.
What are the FAP levels like in paediatrics? Given that FAP is associated with tissue remodelling.
Gje. Well said.
A most heartening aspect of using this mechanism might be paediatric oncology where ‘cardio effects ‘ prevent full follow through of treatment efficacy.
It would be a life saver.
Gje306 the fact is he shouldn't utter any words at all.
I will wait patiently but the talking needs to be done by the science.
Does " don't worry about funding" seem like a true statement.
It is now...however, there are still questions about the DX website section now being just a footer entry heading on the Avacta website.
We do need the final jigsaw pieces spelling out once closed period is over...
Cj62, I don't hang off every word that Al mutters, I follow the trajectory of the trial, and base my decision on how well or not that is going. I'm also trying to read between the lines about the shifting strategy, and to me it stacks up. You must appreciate that any experimental endeavour, of which a clinical trial could be considered as such, will naturally take an evolving path.
So far, the mechanism of fap cleavage works, that much we can be sure of, but whether AVA6000 with a Dox warhead will be some silver bullet for treating cancer I'm not so convinced. That said, there are clear signs that dox is effective on some tumour types, so with the right strategy (dosing regimen and targeting of indications) this trial will achieve a number of things:
- it should prove effective for many high fap tumours, particularly some orphan diseases, which is brilliant. It should even prove effective for many other high fap indications, but unfortunately as long as Avacta go it alone with its limited resources, these remain out of scope for now.
- it will prove the delivery mechanism, which opens the doors to license deals for other warheads, that might ultimately become a silver bullet for any high fap cancers
- it will generate cash for Avacta. Even for orphan designations this could dwarf our recent fundraising efforts, and would put Avacta in a very strong negotiating position.
The path that Avacta are steering is designed to get us to that point and in my view the change in tack is down to the reality of limited time and resources, and Avacta making the best use of these to reach a position of strength.
You don't flog the platform you flog the rights to use it with specified drugs/warheads to multiple companies.
Unless silly money is mentioned I suppose.
Gje306.
Do you consider the inflection points and the start of a value curve to be showing good results. Does " don't worry about funding" seem like a true statement.
I think the results so far are showing promise in particular on safety & tolerability and some say efficacy but we are presently way off a paradigm shift. As stated I am extremely excited with the science but I am afraid WaffAL has to produce results
NFT another deluded soul who thinks Avacta is worth £25 a share. Looked recently pal it’s 49p
Touk, I'll help you a bit as you seem blinded somewhat by the golden goose. Tell me, what were the success criteria for phase1a? What would have made it a successful phase and what has in fact been proven? What do the cases of efficacy tell us, even those with a minor response?
It’s pointless discussing with agenda ridden posts.
The facts are Dr Tap stated any improvement to standard Dox will become the future go to for Dox.
AVA6k is not only an improvement it’s blown expectations and become a potential cancer eliminating drug not just to prolong life.
It’s massively less toxic fact.
Therefore excluding the proof of Precision which again is now 100% proven.
AVA6K will become the go to for Dox chemo therapy.
The values are huge now that precision is proven to be a warhead delivery system.
What we need is to show it in the two week dosing arm to really show potentials.
You cannot argue it’s proven as they have told you it is proven.
If you cannot understand this fact then you will not listen to the fact that any FAP targeted drug will be weaponised.
The list of these drugs on and off patent is huge.
They outweigh the proof of concept drug AVA6k (Dox) by 100’s of times in 10’s of billions in annual sales.
The company that acquired Dox can out license PreCison for particular drugs on a royalty basis.
Not only can they chose but also sell the tech on many 10’s of drugs now.
It’s a race against time to lock in as much value as you can and AVACTA are not going to do that. It will always be a major.
This game starts from here and already is happening behind the scenes but before any real figure can be placed here that BP needs to say why it’s offering that price to its shareholders and BOD.
Upon which if it’s too low then a bidding war between BP will start.
I doubt anyone will get this whole entity for less then 10 bil. It’s worth that many times over on certain drugs alone.