George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
I'm sure I've seen a big table showing reduced instances of side effects. I'm sorry convinced that this is the same days that you were whining about not being shown, obviously before something is released you've not seen it, but that seemed to be a difficult concept. Lower side effects equals a minimal impact of other fap locations, it's not perfect but it's a lot better than straight dox and maybe than many other chemos.
I've no idea, seems oddly specific a person to impersonate. And seems at odds with behaviour here (I think).
It's this you? https://twitter.com/Capitelize/status/1725488755761398063?t=XBgaWR9LU8b2OEAph_jHCg&s=19
BV, I'm not sure that the link between FAP and being susceptible to Doxy is necessarily true. The patients were chosen for FAP-Alpha and doxy (and similar) naïve which tends to infer it's not the standard treatment, and therefore their cancers may not be susceptible, or there is better available.
However, and I've suggested this before as I'm sure others have, given that doxy is so destructive to tissues (see the injection site issues) I think it's quite likely that with the right dosage it'll do something if it's in the right place.
Oh experienced one, it will always be based on mcap as the SP can be influenced by other actions. We could have an SP of £140 easily if we did a 100:1 reading of the issued shares and nothing will have changed at all.
At least now that American virtual cloud technologies has gone the experienced investor won't be looking at the wrong ticker.
How many have received the active element? A million?
Based on no knowledge, yes. It would have been advertised by now unless they are expecting the circumstances to undo themselves and then original candidate to start later.
BV perhaps they know they won't need them?
Dennis, Laurie or Grant?
It will literally be bot driven/drivel.
Midnight, so lartruvo (sp?) That didn't work, for just STS picked up 20% market share that was worth 300mn. So a 1.5bn market for just STS. That's what I'm seeing.
I've literally posted their note in another thread
Are they? Why? What do they get out of it? A little more commission on the way up and down? They don't hold enough stock on a share like this to warrant selling it high and buying in again lower. Not worth it for the risk.
Now a group of people who want to convince more to buy, then sell at a peak and buy back in, they have a lot to gain and little to lose.
That's not research is it? That's just then aggregating other views, probably delayed, so numis may not be included yet. There is not actual research and opinion from Barclays.
This is Google image to text conversion and not my opinion.
numis I RESPONSE
2 November 20231 06:00 GMT
Avacta
Spinning a few too many plates
Avacta operates a hybrid business model. On the one hand, it is an early-stage therapeutics business with two discovery platforms and a broad but early-stage pipeline. On the other, it is a diagnostics business pursuing an M&A strategy to achieve global scale. In this note we highlight various concerns over the opportunity for AVA6000 and the quality of data thus far, and also explore the logic for building a diagnostics business when the company's track record with instrumentation in analytics and veterinary health has been disappointing. We think the market is over-confident in both the opportunity and chance of success of AVA6000, and is overly bullish on the prospects in diagnostics. We initiate coverage with a sell rating with more data on AVA6000 needed to reconsider our views.
⚫ Mixed track record: Avacta was first listed in 2006 and over this time
frame has explored opportunities in analytics and animal health. The former was sold having struggled to deliver meaningful revenues and the latter was discontinued for similar reasons. The company has since significantly strengthened its board of directors and has begun to focus on therapeutics and diagnostics.
Deeper dive on therapeutics: In this note we take a closer look at Avacta's
lead clinical asset (AVA6000) and its two therapeutic discovery platforms (prelCISION and Affimers). The logic behind AVA6000 is sensible, directly targeting the widely used chemotherapy doxorubicin to a protein found in tumours and other fibrotic tissues. However, more targeted drugs already exist. We also note a broad range of later-stage drugs targeting soft tissue sarcoma and believe the opportunity for AVA600 is more limited than the company and the market believe.
• Increasing capital requirements: To pursue M&A in diagnostics and
accelerate R&D in therapeutics Avacta will need to align different investor groups and/or strategic partners with very different levels of risk/appetite. We believe that this will be challenging and struggle to see Avacta raising sufficient capital to support both businesses.
. Valuation: While we are cautious on AVA6000, we still assign a 40%
chance of success, with the drug achieving a 12% share of an increasingly
competitive blockbuster market. We assume the company signs a
licensing deal that covers the cost of mid/late stage trials and earns
a future 20% royalty on sales. We include a terminal value to include
potential follow-on programmes. We blend this with a 3x EV/Sales on
Diagnostics and weight our valuation heavily towards a base case. Our
price target of 70p per share implies 45% downside.
Healthcare & Life Sciences
For FCA purposes this is a Marketing Communication
SELL
Target price 70p
I've only seen a screen shot will figure out where I can host it.
Their logic is 12% market share and 20% royalties on that, but that ends up with a pe ratio of about 5 as all that would be pure profit.
Janiax, well done for saying the same thing three times in the same thread.
You claim that this might be a pump and dump, who is pumping? They must be doing this publicly as there's no point just talking to themselves, so who are they? Where are they pumping it?
Why is 'mid' even a target why not just 'in' q4, which is far closer to what's actually been stated.