Member Info for Aldebaran

11 of the top 100 podcasts... in the USA

Wooooooooohooooo

Am I reading this right as well that just over 40dollar for 1000 hits meaning per hit that's a fraction of a cent?

TR1 inbound soon I reckon. Volume has been insane recently

Someone is managing to get shares. £50k worth at 54p

I think our background buyer is active again today

What you need to understand is the total addressable market and the likelihood of success: along with timescales the you'll know which is better value. It's not necessarily the cheapest for example.

Sorry im new to Apta so not got a handle on the figures here but here are Avactas roughly speaking

TAM = 180Bn (likely to expand)

Chance of success over 50% (based on 4yrs of clinical trial data)

Timescale 5 years

Market cap £200m

Obviously even being valued at 200m leaves room for 100x - 1000x given the TAM. But its all IF... until its proven fully and bought out we won't know for sure.

Apta has a mucher wider applicable tech from what I'm learning but what is the TAM here? And how likely is it Apta can take that TAM or even expand it then finally, when? We talking a year or 2 of a decade or more? Worth asking at the webinar if you dont already know guys!

Here are HEMO that movement direction is down as just no buyers present.

Opposite with Avacta right now, huge volume recently has put the bottom in, now trading above 200dma and small volume is continuing to push this UP indicating lack of sellers.

Unless, its all just market maker games? Lol

Why is anyone manipulating this?? Lol

You're comforting yourself with convenient lies to explain what is obvious to the rest of us.

Anyway, as I said before if this works existing holders won't benefit and it'll go private and if it doesn't then its going bust. Lot better stocks out there with much better risk rewards

Ty Lotm

It's headed to 5p at least i suspect looking at it technically

Agree Apta has more shots on goal, unclear about the market opportunity though.

Chemo is a nightmare, its basically mustard gas. It does work though, I mean its potent and it does kill tumours. The problem with it, is that it is indiscriminate I.e. it just bathes all cells in the body equally so you have to hope your tumours shrink or disappear before your body just cant tolerate any more of it.

If, however you could deliver that same toxic and potent chemo warhead ONLY to the tumour, without affecting any healthy cells, then it could destroy the tumours easily and leave patients otherwise unscathed. That's what pre|CISION does.

Avacta currently has a quarterly loan payment of around £3m which has been like a weight on the SP with constant dilution these past few years you're absolutely right and hence why the SP is where it is as they issue shares each quarter at 10% discount to VWAP and the shares are all dumped on the market. Now though, Avacta have 2 heavy weight NED's just joined the bored and through Zeus they have managed to arrange a private placing each quarter for to HNWI's who are long term holders meaning the end of the quarterly dumps and hopefully now a sustained rally in the SP. Look at the volume of late and the fact avacta are now trading above the 200dma, perhaps the tides have tuned. We live in hope.

Anyone seen the work going on over at Aptamer. Im intrigued how there tech compares to ours and just starting to look into it now. Anyone already know a bit they could share, are they a competitor?

Sorry finally, ask about patent protection. Avacta owns all the IP and has patents to 2045. This is crucial so please consider what IP apatamers have and when the patents expire

Thanks LOTM. Im interested ty

Bytheway, I am not invested here for transparency. Im in Avacta though so wondering if this is a threat to them or vice versa.

I can tell you a few things about the pre|CISION technology Avacta use which you could use as the basis for your questions during the webinar. I might actually join that myself but incase I don't here are some highlights for considering and comparing.

1. Precision binds a micropeptide to a warhead and it becomes completely inert

2. When this peptide drug conjugate reaches FAP (Fibroblast Activation Protein), the FAP rips off (cleaves) the warhead leaving the warhead completely unchanged chemically in the tumour microenvironment

3. The micropeptide carrier is only 2 amino acids long so is too small to be seen by the immune system and is excreted harmlessly via sweat/urine

4. FAP is found in huge quantities in tumours but barely anywhere else in the body hence why precision can deposit 100x more warhead in the tumour than the blood

5. The linker is more stable than ADC's so we dont see any off-target toxicity associated with ADC's such as lung or hear toxicity - this has enabled Avacta to dose at 4x the normal maximum allowed strength and increase the maximum allowed cumulative dose of the pure warhead

6. FAP is found in cancer associated fibroblasts which are like the glue holding tumours together.

IMPORTANT POINT HERE: when the warhead is released it enters all cells in the tumour microenvironment and destroys them, it doesn't need a complicated internalisation mechanism and because FAP is found on the associated CAF's, this means as the tumours are destroyed, the FAP target doesn't decrease overtime making the drugs less effective i.e. they work and keep working. You should ask how Aptamer target antigens will decrease overtime and if the drugs will become less effective.

7. FAP is found in 90% of solid tumours so there is a huge addressable patient population and total addressable market (180bn) how does that compare to Apatamers?

8. Avacta are on the verge of commencing a registrational phase 2, this means the trial is designed in a way that should lead to accelerated approval of precision from the FDA. Do apatamers trials be designed in a similar way to expedite approval

9. So far salivary gland patience are seeing 90% disease control rate and this is a disease with no standard of care making approval pathway much quicker, how will Apatamer trial design be created for similar expediting

Worth considering those points when comparing guys and you can maybe ask some pertinent questions. Im intrigued by aptamer at this point and will do more research on them. Being honest right now I dont see them as a threat but they might be

Ok thanks guys

Can loss making company's increase there NAV? Y/N

Once apatamer has binded to antigen, does the carrier warhead need to then be internalised by the cell to lead to cell death in the case of a cancerous tumours?

Im trying to see how the technology here compares to Avactas precision technology which uses FAP protease as a cleaving site rather than a binding site and then makes use of the bystander effect I.e. doesn't need complicated interanlisation mechanism.

Thanks

What the heck is monkeysponge? Grok is AI. Thought you'd know that being invested in audioboom. Im not doing your research for you.

You lazily said that loss making companies cant increase there NAV. False.

Agree blue.

It makes me laugh how these people blame everything from "organised sells" to marker maker games and manipulation ,basically they blame everything other than what is the obvious answer staring them in the face...

Anyone here is too early unfortunately, like WAYYY too early. Picking the right company at the right time is key. HEMO might be the right company but its definitely the wrong time.

No big pharma aren't all over this, no. Just Stop with the fantasies. My advice, give a long hard serious look at Avacta. Their tech is applicable to 90% of solid tumours (180bn market) and its actually working as shown in clinical trials over the past 4 years. Now just entered "deal making window" as the board have put it and after years of decline in the SP, its now finally showing strength busting through 200dma. Opportunity to make HEMO losses back and more there and in the near term.

Do your own research big show.

Youre the one saying "loss making company's dont increase there NAV"

That is utterly ball axe as they can and they do.

Im not going back through boom statements I've already looked at once and made my analysis to stay away for foreseeable.

Simple question, you can ask Grok if you like. Can loss making company's increase their NAV. Answer is YES. so you either dont understand what you're saying or you lied

You dont know what you're talking about big show.

Bottom line, loss making company's can increase there NAV. Quick Google or grok search will show you that.

Think before you post