Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Absolutely - they do. If I were Myles I’d distance myself from that threat. It certainly exists with those lunatics you mention. People never cease to surprise and disappoint.
I changed my Twitter handle for one afternoon to Bishop and even tagged Myles and apology as Bishop. Myles then blocked me hahaha. I had a couple of free hours.
But agreed, that Bishop has a mental health issue. So does NDN, that Craig Mcgob****e and Wyn is just a twat. But then all walks of life has its odd balls. The thing with the Myles obsessives is it’s should be reported to the police because these are the kind of people who turn up at your house.
First class troll in action. His jealousy of Myles is excruciating.
Without doubt prefers Avacta to fail over Myles being correct. One of the worst things with this investment is The trolls that won’t leave it alone. It’s becoming puerile and toxic. Especially The Bishop on Twitter. Both him and Ndn need a ban and restraining order. Genuine case of harassment.
Bottom line; the market is disconnected because of AS’s rampy LFT predictions. He stated multiple commercial discussions were being had whilst waiting for sales clearance. They never materialised, therefore he’s difficult to trust. This is the harsh reality.
In my personal view, I feel as excited as ever in the potential, but timelines have slipped in my expected return. **** happens.
As for the trolls - I’d very much like them to disappear.
I'd advise caution were anyone with a large following is concerned. MM was very bullish on NAPS last year, which is on the process of being de-listed. Also BIDS and SAE were other picks of his that have fallen 90% this year.
Nice post roundhowe . . . I am not on Twitter, so appreciate your sharing.
Sohan
@Kyalimers
2h
Replying to
@MylesMcNulty
and
@avacta
Excellent run down and agree with almost all of your analysis. Only thing I would say is that dose escalation does not necessarily indicate a better safety profile. Merely a non-inferior one. I'd also prefer if Avacta was not taken over. Much better shareholder value here LT.
Myles McNulty
@MylesMcNulty
·
2h
Hi Sohan, thanks for that correction Thumbs up
Absolute agree. It would be a travesty if the AVA6K P1a data were amazing, and #AVCT was shortly afterwards taken over for £4-£5 per share.
He called it wrong snd I called it right. Pretty lame and no self-awareness.
Anyway, onto beers before footy. Maybe log off from here and chill.
TheNumpty called it wrong and I called it right..
FFS, grow up and get over your obsession with MM. Come on man.
I'm not sure what MM is so surprised at the market for, as he has helped in the over hyping of the stock.
"Imminently" : Its been weeks, that's not imminent. There are 2 sources of reliable info : Official RNS from AVCT or a statement from Medusa. nothing apart from an ambiguous statement in the ABDX RNS about a sizeable order waiting to go?
After all this time there is IN FACT, no timeline at all as to when a test will be available for home use or when the test will ever be re-instated for BU (I wonder if HUA is dependent on that?)
We have been reduced to deciding, if in the 6 months since business test approval for the UK and the whole of the EU was granted, has resulted in not even selling out of just 1 batch of production. And not even knowing how much 1 batch is!
This is beyond shoddy.
There must be a reason for this silence, and I am sure there is, but can anyone think of a positive one?
And while we are all (I think with good reason) still excited about AVA600k, this **** up puts the whole business in a poor light of delivering on promises.
We have lived and breathed this over the last 18 months and for many, much longer, but we are the only ones. The rest of the market is clearly in " I will believe it when I see it" mode (on all the "strings to the bow", which is basically one by the way, because good luck to us all if AVA600k does fail for the credibility of what would be left).. And really hand on heart, who at this stage, can blame them?
US maybe will not be so slow when they realise patients are actually benefitting by not dying as previously expected and trial is keeping them alive without hair loss maybe.
"In his tweet Myles states that; the IND Filing... "must contain... any previous experience with the drug in humans (often foreign use)." on the 30th Sept "AVACTA GROUP PLC - Interim Results " CEO Dr Smith stated the first patient had been dosed multiple times .
So very possible that first patient initial readings could have been included in the IND Filing .
There will be a lot of LTH’s thinking the same as MM.
The FDA AVA6000 RNS is BIG news but there are a lot or short term holders who bought Avacta as an LFT stock and do not fully understand the therapeutic side of the business.
LFT's may be selling but we will not see numbers (£) for LFT’s sales until the year end accounts. Frustrating but the LTH’s know that Avacta has unique IP and there is a good future.
Stay safe, stay warm and hang in there, …
In his tweet Myles states that; the IND Filing... "must contain... any previous experience with the drug in humans (often foreign use)."
This has been crucially missed by many on this BB with quite a lot suggesting the opposite. Another great thread by MM.
GLA
Myles McNulty
@MylesMcNulty
23m
Precedent is there for #AVCT to be taken out for $ billions in the near term.
The bull case thesis is that pre CISION prodrugs COULD be more targeted (so could be made more potent), cheaper, and are based on already widely used, successful drugs.
More valuable than ADCs?
25/25
https://twitter.com/MylesMcNulty/status/1466441039384825865
Myles McNulty
@MylesMcNulty
I came to appreciate long ago that AIM is an inefficient and irrational market.
But the share price of
@avacta
this week takes the biscuit. Following Monday's RNS, I was convinced we'd be at ATHs by now.
My explanation for what I think the market is missing on #AVCT Downwards arrow
1/25