Member Info for Aldebaran

He is here to disrupt. Simple

Progression free survival (PFS) data to date represents a near doubling of the benchmarking data in this patient population without reaching median PFS

Note these results are achieved with greatly reduced side effects.

This disease has no standard of care. Accelerated approval a certainty.

You talking ball acks again. Ava6000 half life isn't a problem at all as has already been confirmed by scientists in the r and d spot light plus again in the most recent spotlight.

Progression free survival (PFS) data to date represents a near doubling of the benchmarking data in this patient population without reaching median PFS

Let's be ridiculous and say avacta end 2025 with 1 billion shares in issue and with that extra equity they have raised just £100m.

Paid £25m CLN off and have £75m in the bank. Sat on the a proven derisked technology with ODD for AVA6K in 2 indications (1 being SGC which has no standard off care in metastatic setting) and just entering massively derisked phase 2 trial.

Plus IND enabling studies complete for A6103 & P1 about to commence.

What would it be worth to BP in that situation? £10bn easily so that's £10 per share right there if there was 1bn shares in issue.

What am trying to say is CC and the team aren't bothered about dilution and SP suppression at the moment because it's better to retain 100% of the IP at this stage as it will sell for higher down the road so give share holders a much greater return. I think in hindsight they're going to be seen to of played a blinder here.

Nobody expects Avacta to be around in 12m right? It's so obviously getting brought

No standard of care for SGC

Just remember that when spouting rubbish. Pfs already improved upon and this will be primary end point as a proxy for OS.

This indication alone is worth more than avacta market cap.

We don't hope it's better. It is better in this indication at least and almost certainty in all other places where dox is used. Just to counteract a bit of the FUD being spread here today SMH

Can anyone provide examples of other companies that have provided running commentary on behind the scenes commercial strategy s before a deal landed.

We've bin told partnering in H2. When we have more data. End of. It'll be share payments for CLN till then. And peacemeal release of data.

Would expect some buyers to be attracted at one of the roadshow or conference soon especially at this valuation which would give welcome boost to the share price.

Otherwise stop fretting and let the bored do there job

For a company with Holy grail in oncology.

Everyone losing there heads here. A deal will be signed this year its a matter off when

Thanks, 28p buy set then. If it triggers great and if not I got enough hehe

Is anyone skilled and kind enough to share the conversion price? Will look to add a final tranche around that point and that's it

Lovely little cross ramp there nursesteve. Sounds like we should all sell our avacta shares and join you in oxb.

Definitely going to bin off years of research and follow some random ramp off a stranger said nobody ever.

🤡

There's no way hydrogen will be used for British Steel which is already massively expensive to produce without now needing huge capital investment.

The industry is on its a s s. It's a pipe dream using H2 there

It is being run like a science project not a business.

So in summary

No 12m runway is not mandatory

Management plans are taken into account

We are already funded to Q1 26

We have Coris to sell and are looking to partner.

I'm sure we've already had these talks, we MAY have agreements signed pending results from P1b also as I'm sure Simon hasn't bin twiddling his thumbs for the last year or so.

Ducks are in a row... we've done the hard part and cracked the science. 90% of companies can't say that

When asked specifically about AIM it says this

No Fixed Runway:Like other companies, there’s no strict runway threshold (e.g., X months of cash). However, accountants typically expect AIM companies to demonstrate sufficient liquidity or credible funding plans for at least 12 months post-sign-off. For example, a biotech with 6 months of cash might pass if it has a binding term sheet for new investment

Sounds like people are worrying a out FA again.

As long as company have a plan which it's written all over the latest slide deck sho shouldn't be a surprise to anyone.

No need for the FUD or panic

From Grok:-

Accountants don’t use a fixed "runway" (like cash runway in startups) to sign off a company as a going concern. Instead, they assess whether the company can continue operating for the foreseeable future—typically 12 months from the financial statement date—without needing to liquidate assets or cease operations. This is based on professional judgment and standards like IAS 1 (International Accounting Standards) or ASC 205-40 (US GAAP).Key factors considered include:Liquidity: Cash flow projections, available cash, and access to credit.Solvency: Ability to meet debts as they come due.Profitability: Trends in revenue and expenses.External factors: Market conditions, legal issues, or loss of major customers.Management plans: Strategies to address financial difficulties (e.g., raising capital, restructuring debt).No strict runway length applies, but if significant doubts exist (e.g., recurring losses, negative cash flows, or covenant breaches), accountants may require mitigating evidence (like signed loan agreements or new contracts) to avoid a qualified opinion or going concern disclosure. If you’re thinking of a specific industry or situation, I can dig deeper—let me know!

Michael is a trader. It's not a starter position. He'll be in and out

Cash is key, a runway to August is like trying to land the jumbo as it runs out of fuel.

Action is needed now and I don't care of Vlad says dosing 4 patients is enough it's clearly not.

Way it's going this will be back under 1p again soon needing yet another share consolidation.

It's a money pit at this stage

A 15bn valuation is 100x from here.

Is precision worth 15bn?

Derisked by ava6000 and already with exetecan showing amazing preclinical promise then throw in the pipeline and affimer and 15bn seems relatively cheap.

It's all right there staring us in the face

Imagine ANY TNBC patient showing anything like what we've seen in STS (near complete resolution of pleural metastasis) or the regression of skin metastasis seen on the SGC patient. Coupled with massively reduced side effects and you would expect the shares to go ballistic.

Market for TNBC dwarfs our current valuation