Member Info for Aldebaran

Harrogate this phrase has been used for years. As early as the 90's with regards to cells responding to treatments they weren't being given directly. It's now a common phrase

Which argument win?

What specifically has changed your mind

Is it just me or is avacta being found in more and more articles now. Across the world

As soon as Avacta announce they have the cash they need, this would instantly rerate and you won't be getting shares for anywhere near 50p.

Touk a dilution of shares or giveaway of rights is inevitable. Which do you prefer? Dilution every day of the week for me given the value of our IP.

Note that a company with our tech & pipeline with enough money for P2 at least will not be valued at 180m. Even with dilution we would have a much higher share price.

If there is a need for a raise and dilution it can easily come at a premium but we would need more than 1 interested party so we're not desperate.

Is there more than 1 who is interested in investing in avacta when it publishes its knockout p1b data? I'd hazard a guess at YES

Lol

Also, just short term. SP was always going to drop to around the conversion price. From a trading POV this is a excellent entry with stop loss at 40p you can't go wrong in terms of reward to risk here. Shame the spreadbet companies are still closed for longs!!!

I'm a optimist Wyn. I am telling myself that the data is so good BP just don't believe it. We know the FDA were shocked and didn't believe how good it was. I tell myself that avacta are worth an absolute fortune and so there's zero tolerance for risk with this one from a BP POV.

99% certain isn't good enough when there's £XXBn at stake? Perhaps if another pharma started to move it would force everyone's hands but right now nobody is blinking.

I do believe the science is blockbuster as for why nobody has pounced yet or why exactly we haven't had major II investment then I only guess at the reasons for that. This is the year we find out though, another thing I'm certain about

I think the diagnostics division is holding back II investment Wyn as institutional investors apparently find it confusing.

I think big pharma aren't making an offer yet because they would rather pay extra for absolute certainty (p1b) than pay less but take some risk.

I think this year at some point avactas fortunes change.

As I said before, we either have a working product or a dud. Avacta is worth billions (maybe 10's of billions) or its worth nothing. Ice seen enough evidence to believe it's the former not the latter.

I do also think that at some point DURING P1B an offer could land and I think Avacta need 15m maximum for DX to see us through to a much higher SP incase a raise is needed later.

As I said, the tech avacta have is what's hard to come by, not money. That's what I think

AIM seems to think money is harder to come by than a treatment for 90% of solid tumours.

There's plenty of money out there but avata tech is unique. Once dx is gone and judging by the tidying over Xmas and new year plus comments made by bored members you would think sometime before end March then the money finds avacta.

Avacta are the ones with a potential cure for cancer and a hugely attractive price (reward to risk). The people with money are ten a penny which tells you who is in the driving seat IMO.

SP disconnect is absurd I'm with ice on this. Its hilarious actually

If more than one is interested then avacta could be on the moon mate it won't make a difference where it's listed. It'd the technology to revolutionise the treatment of solid tumours and bring in the owner £XXXBn

Have to remember the 50p raise was done at a time when other companies were going bust because they couldn't get a penny. The lending market was horrendous. Now marginally better but improving.

All avacta need to do is sell dx for a price that gets us through P1b and the science saves us from needing to raise at a discount again. Infact I suggest P1b triggers a take over by multiple interested parties and we don't even get on the NASDAQ. all we need to do is show our intent to list on NASDAQ, keep releasing the data and look like we're planning to go alone. Exactly what avacta are doing.

With roughly 17m in the bank we need say 17m more for dx which is below PEEL Base case. I think people are worried for nothing here.

There's no question of a doubt that some people will be caught on the wrong side of a major announcement by avacta. Imagine thinking your clever trading for a few pennies then that red dot appears and a buyout has been proposed. Some will get lucky and be in, longterm holders will be in of course but there will be some trying to be cute and timing the market bottom that will miss out on life changing amounts of money

Or avacta are pumping ribena into people and it's all fake. They either have the holy grale in cancer treatment or they don't. It's billions of bust.

Dilution or give away rights its one or the other.

I'd take dilution for a significantly higher share price and keeping drugs in-house

Auditor report won't be released in March anyway so what's everyone getting excited for? I'm sure it's June time it is releases. By then avacta finances will be crystal clear one way or another and we won't need a report lol

The science saves us in the end. It's just to good to be ignored. If a competitor gets hold of avacta then what do the others do when their existing drugs come off patent and whoever acquires avacta start knocking out better repatented drugs...

Avacta won't see 2027 and high chance it doesn't see 2026 if p1b is as good as we hope.

Not been disappointed by one scientific RNS in forever here. It's astonishing

I agree ICE.

I think P1B end will be sweet spot for BP to justify to buyout value. Ava6000 derisks it and then A6103 IND enabling study done, pre clinical results off the charts and plan to go onto human with it already in place.

Ok thanks and I did look on aacr website etc not found any detail hence thought asked super sleuths on ere

Haha he has conveniently missed our the bit where the science guy said its not an issue for ava6k though. It was one of the early R&D spotlight videos. And it was raised by the fudsters and debunked at the time. Boring

When will we know if Avacta are at AACR 2025 and if they are giving a poster presentation or a full on speech and what is the cut of date for the data does anyone know?

There's 6m share overhang m8 behave. Gonna take a few more big buys to move the dial here