The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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“Ice, really, Its you that are so sure about everything. I am forever saying we don't know Jack.”
Windy why are you here???, my strategy pretty straightforward wait for FDA approval, what I can’t understand is if you don’t believe in my strategy, which let’s be honest the vast majority of LTH’s believe in my strategy, what’s the alternative, what do you want to achieve here on this BB? I really don’t understand why you bother if you don’t believe FDA approval will happen and it will be the catalyst for success, you are better off in other companies like CHAR. Also don’t worry about me, I bought way more at 43.5 and usually buy when it’s on sale my average is reducing all the time, however that’s not something that concerns me because, on FDA approval this will blast past ATH’s imo so anyone that bought at any time, will still be quids in. 👍😊
Icecool...'AVA6000 will get approved when it’s ready to get approved, you might be beholden to a timeline,'
On the presentation board in the latest CC video it shows approval after P3...???!!
Hi Bella, did it show P3 along AVA6000 line or along the line of the others? I watched the video but didn't spot it.
Cheers
Bella commercial 2026 according to the investment note. My point was the FDA will make a decision based on the emerging data sometime in the future. Could be phase 3 could be in the middle of phase 2 could even be approved by surrogate endpoint. What’s important is the FDA will make a decision though that’s inevitable. All we need to do is wait for the results and hopefully they will be positive.
PS that white board on that video was explaining the general approval process for Avacta drug pipeline . Not individual drug candidates which will be analysed on a case by case basis, depending on the supporting evidence within the clinical trial.
Greening, ignore Bella, she think it’s one vote per shareholder. She’s talking about a lad scrawling lines on a whiteboard on a blog presentation.
https://www.turnerpope.com/wp-content/uploads/2024/04/2.AvactaGroupplc_29-2-2024_FINAL_BGv2.pdf
See page 6. Expecting commercialisation in 2026 following phase 2 which is registrational for their chosen indication. Phase 3 will take place beyond then, likely with partners for global markets, and for other indications.
Thanks for clearing that up PL and Ice, appreciate the response. 👍
Nothing is inevitable as far as AVA6000 is concerned
I see 54 posts on a Sunday and think there must be something new out there. Quick check and nothing. Quick read of this board and nothing.
As I'm here - should be a good week ahead. Good luck all holders, this should be the start of the recovery from the placing. Shares have been worked through and we have the funding we need. Management have signaled a strategy, now we just sit back and watch.
Still unsure shares have yet found sticky fingers, - we will know if sp plateaus at 51-54 p.
Caveat here is if good news arrives on Tuesday, - seeing any plateau blown away.
Wtf you on about Touk do you not think the FDA will make a decision on AVA6000? Do you think the trial is actually fantasy and not real…. One way or another positive or negative a decision will be made on approval.
Icecool...re white board in video showing approval after P3...I was not knocking your posts..just pointing it out as it might be confusing for some.
Gr33ning68...no that's why I didn't reference AVA6000 in my post. Approval after P3 is the normal end point and obviously does not take into account early approval paths which as we know in certain circumstances is possible. In fact, I posted up just such an example a few days ago.
I agree with Ice, FDA approval is where it's at.
All good Bella. 😊😊
Ice
Yes of course they will when the time is right.