Member Info for Aldebaran

Robert Johnson not getting any interaction on twitter so sets himself a lse account up just to troll. These people are so funny in there desperation. AIM has broke them this past few years so there are very bitter and project onto the remaining quality stocks there is left.

Price and value vary wildly it is how the astuted make money. You can't see value in a oncology platform technology with 3. 5yrs of excellent data when it's valued at just over 100m because you are just looking at a share price chart. Fair enough if that is your game good luck to ya but you won't scare any long term holders here mate we have seen far to many of your kind come and go. We know what we're sat on even if AIM doesn't right now.

Happy bank holiday weekend go get some son

Sorry English not first language I think I do quiet well tho

The data simply speaks for itself. Each dot, each line on the chart is a life.

A few weirdos popping up now which is strange. The latest one doug appears to be regurgitating the life works of the esteemed twitter troll Robert Johnson. Or maybe it is him. Who knows or cares.

Data speaks for itself. Commercial/finance side needs work but the hard part is done ✔️

Not many can say they have what avacta have indeed many have tried and failed.

Dougbrown you're right. Definitely don't invest in this dog put your funds to better use elsewhere mate. GSA have definitely upped there short by 3m. I mean it's not been disclosed on short tracker but them and the market makers and the brokers and even the bored are all in it together it's just one giant conspiracy.

Wait until the real news drops that the bored have been in cahoots with the SAB and it's been ribena all along. The 91% disease control rate in a cancer with no standard of care was most likely due to pure chance. Can't see anybody being interested in the IP to address and expand a TAM of £XXXBn proven by 3.5yrs of data.

Can't believe I can read your insights for free, have you thought about making them subscription based? You'd make a killing. Unlike the mugs here at avacta

TTB makes a good case here https://x.com/Tom_The_Bomb__/status/1918372548326105544?t=o1t4P2nf0SOMyx90HBUg8g&s=19

I agree something has to be in the offing but avacta do have flexibility in terms of renegotiate the HCI payments plus they have not committed to spending anything other than p1b so the cash burn for p2 will not be factored in although it's needed if we want to progress. Bottom line is i think we are just short and Coris sale would push us over the line however to progress p2 as planned and put 6103 into the clinic we need something material.

Given what we're seeing in the data I'm hoping they do a deal on STS, bring in $xxxm upfront and we're away

So why aren't heights selling?

Heights don't care about volume. They have there quota issues at a 10% discount TO VWAP. Every other quarter since the CLN was issued, heights are allocated shares and immediately but orderly start dumping them at end of every day you can see it crystal clear.

Now they're not. Why?

Seems odd to me in a good way that we're not seeing the usual after hours prints of large share dumps by heights. They have there quota, but are seemingly hanging on. For the same reason avacta are delaying delaying prelims until May ---- https://x.com/asininitybeyond/status/1917843459982962820?t=BrcPpwDE9m2wgZUwhfOuBA&s=19

I think we're on the verge of a major commercial announcement

Novartis HQ is a stone throw away from avacta HQ also

Tempus AI is not only identifying high fap targets but SLFN11 which is a marker for how susceptible a tumour is to topo1.

Patient recruitment was going well last time I checked and I bet it could go quicker but avacta being selective about who joins. Why?

Because p1b data will blow the doors off and be the basis for deals. All being read under NDA now.

Account sign off delayed as they're waiting for something

https://x.com/asininitybeyond/status/1917843459982962820?t=2e6z6i49Xw8IWKKBkHKGWQ&s=19

Big news coming this month and CC has run a tight ship since joining. No more leaks. News just drops.

Hi opti, I can't remember where I got it from but I just asked grok and it came.up. with same figures, this is global numbers of course.

Also people now fretting about p1b when avacta made it clear recently they had enrolled like 60 patients so far. That was last month or month before.

Hamsters, A6103 is capable of treating 90% of solid tumours. You're talking £XXXBn market and avacta becoming one of the most highly valued companies in the world.

Now nobody thinks we'll get that far as we'll be taken out so don't get too excited but it's one reason why people spouting about placings and diluting need to get a grip. With every new bit of data released our TAM grows bigger more than offsetting any dilution.

This is just Ava6k and A6103. Now factor in other warheads and affimers and you can see why people stick around even if all they do is moan. They know it'll come good at some point commercially

Sorry I should say 25% market share. They'll take 90% + of the market.

What Dr is going to prescribe a inferior drug when patience can take one which is much kinder and gives better outcomes

And no.offence but 25% chance of.success is crazy conservative given nonstan of care and 91% disease control rate and pfs already doubled. Accelerated approval will come.soon enough. It'll be seen to be a masterstroke by CC to focus on this and to add TNBC into p1b without any p1a data!

Interested to see if avacta are attending ASCO.

That was from.episode 9 r and d spotlight a conversation between Christina and fran. Time to give up on this line off fud.

FAP enabled doxorubicin.

That works because we have this very, very specific cleavage site, releases doxorubicin, but we take advantage of doxorubicin's own very long PK. So we don't need to keep it in the tumor for a long while. In fact, it's better for us to clear it quickly.

The drug gets taken up into the tumor, and then it stays in the tumor.

The PK, the half life, it's actually four times as long. Important to note.

So, is this now put to bed thorn? Its been specifically addressed multiple times be people who know far more than u or I.

It's not a problem for ava6k. It would maybe have been for 6103 but our superb scientists saw this and fixed it securing some of the most valuable IP in oncology

Hamster think off market cap not share price.

25pound would be 12.5b valuation and that is justifiable based off peak sales of ava6k.

Want to get really excited? Plug in the numbers for A6103!!

That's the potential we're looking at here. It's insane. Like truly insane. If only the science delivers.... 👀

From.R&D spotlight at 4mins in

FAP enabled doxorubicin.

That works because we have this very, very specific cleavage site, releases doxorubicin, but we take advantage of doxorubicin's own very long PK. So we don't need to keep it in the tumor for a long while. In fact, it's better for us to clear it quickly.

The drug gets taken up into the tumor, and then it stays in the tumor.

The PK, the half life, it's actually four times as long. Important to note.

What do people think this is exactly? Stroma brakedown and immune response keeping cancerous tumours from growing?

What is causing a 91% disease control rate if its not ava6k and the half life is a problem? Latest R&D spotlight episode 9 clearly spells out half life of ava6k is not an issue