Member Info for Aldebaran

Teabag you are about to go on filter because you are clearly an alias of eggy the nurse bothering troll. I suspect you set this account up because to many had filtered you and you weren't getting the attention you crave.

I suggest everyone do the same and filter this 🤡

But I will do you one favour and correct your pour attempt at deramping and that is that the CLN doesnt come into play until AFTER TNBC data. 😅

Every time you post you make a fool of yourself.

Filtered, bye 👋

The way I read this is that 92% of these patience all responded in what should be chemo refractory indication which has no other treatment options and worth over 200m pa to the company according to TD note.

Thats half are market cap on annual sales on just 1 drug and we have 500 of them.

Longer these stay on treatment the better the outcomes will be for them.

Id have thought starting the next cohort, especially in pediatrics was material news and therefore mandates an RNS.

You guys really do spin everything into a positive here. Just listen to yourselves FFS.

In other news, avacta knocking it out the park again today with 92% of heavily pre-treated terminal cancer patience taking there weakest drug all responding. Well they respond as long as they keep taking the drug that is meaning ££££££ 🤑

Pumpkin the answer is to long. If all 3 patients from cohort 1 are still alive, people and clinicians would be banging Vlads door down to get hold of the miracle. Dont you think?

Oh so you think professional traders and dabbling with sub £100m small caps stocks. Suppose all the best hedge funds are interested in this rocket ship.

I am a trader, I make most of my money by ignoring the BS written on these bulletin boards and in broker notes and just following price action.

Small caps like this are traded by independent small time traders. What planet are you lot on here, honestly. Your heads in the clouds most of you

Its a duplicate account for that eggs guy. The nurse botherer I think.

The boeringher ingleheim trial gave a higher bar than expected at the outset but no reason to think with more time ours isnt better.

Tnbc data was used as justification to defer bond payments and this was very early data which as matured significantly since then so yeah.

SGC. Its a certainty.

Now step up A6103 and put a zero onto anything 6k commands in a takeover. Laterz eggy

Yes lockdown pointless but definitely border controls worth it and social distancing just until its contained. Its clearly known how to deal with it so lets just hope it goes away PDQ. Im not worries about TK in the slightest. Minimal delay at worse. Unless any of the key people die from it but still it can be managed

Jezza if shareholders had a pound for everytime they thought all the badness was behind them they would already be millionaires.

JHFH I dont understand that 141 guy but what is it with you and your obsession about people being in or out. You come across really smarmy sometimes. Supposedly like news blackout because you believe traders will use it to make money well woopey do if they do, least it provides liquidity but spoiler alert, traders real traders dont need news they use charts and price action. As for reduction in cash burn following tech transfer then sure but with trial, if it ever gets going, will be accelerating according to Vlad and their will be 2 arms running in parallel. I wouldn't be so sure of the cash burn myself and as you've seen this past few years, Vlad can and has found workarounds for the issuance of shares above the headroom. He would be a fool to let cash run low again so about 6 months from needing any we all know what he'll do.

Oh right yeah sorry BP are queuing up with blank checks for him aren't they and Estonia non binding letter of intent will be imminently bringing in more then enough to fund HG-CT-1 and CBR/CDX. not!

No updates on these forever, and placing funds were supposed to be being used to progress these, how much money will be thrown at it i wonder and what will that mean for burn rate?

I wouldn't even type all this but your so spiteful in your glee about other people being out, as if their missing out on the opportunity of a lifetime. The move of the century.

Newsflash, they're not.

Their is a lot of good research shared here.

As for takeover forecasts no i haven't pulled them out my backside or made them up. Made with assumptions sure but least their is some thought behind them unlike random comments saying this is worth 4bn lmao.

Avacta and consultants are projecting peak sales of £2bn for tnbc and SGC by 2032 alone so put that on a multiple commensurate with industry M&A standard infact be extremely conservative and put it on a 2x multiple only and their is £4Bn valuation.

I guess were just giving STS away for free? Oh and 6103. Oh and 6207. Oh and all the IP around affimers and the pipeline of other undisclosed precision drugs 🤡

Again, apply some basic forecasts using industry norms, add in a whole fk load of conservatism on the full platform and you easily... EASILY get to double digit billions. Personally I'm expecting this to go for £30Bn+ in a bidding war next year. May be wrong but its not a figure pulled out of thin air, its based on industry normal multiples of peak sales and discounting back for risk. I certain this sells for closer to £30Bn than it does £4Bn. DyOr

Im not saying it WILL have an impact for certain but c'mon...

The necessary machinery manufacturing or transportation plus logistics, roads etc could be massively affected if this outbreak transpires to be as bad as WHO expect. I dont want to put to much faith into them especially after covid but it seems bad to me. Could easily be lock downs and border controls plus impact on schedule IMO.

But what I am saying is that this really ought to be priced in here at this level. Its because of risk like this why kefi is so cheap (along with the Harry discount of course)

WHO are expecting this to be the most severe outbreak ever. As you say probably to late to close the borders and undoubtedly it will have a impact on construction causing delays due to quarantines, deaths etc but how much is unclear. I would argue this is all factored into the absurdly cheap price tho. Pick this prospect up and put it in the USA and its multiples already. War, politics, disease its all par for the course and my view is delays are inevitable but kefi have more then enough money to see this through even with delays. If it affects price it'll be sentiment only and tbh I said I wouldn't put more in until funding around SA is confirmed but its just so compellingly cheap I might have to if it does go towards 1p. That would be daylight robbery

2.5 - 4bn?

Care to enlighten us all how you came to those figures ?

I just assumed it was a poster and did feel a little disappointed even though they've done NOTHING for us in the past 😅

CC has said these data are what partners are waiting for. Were clearly being guided and encouraged by the health authorities. So to those who want the data it will be available and thats where i land on this actually it doesnt matter its not a poster. What would be great is a oral slot but suspect that comes next year with 6103 unless company as sold by then.

We know the data is good its just how good now and thats what those in the wings want to know and will see tomorrow even tho its only a publication. Im incredibly hopeful about the next 2 months with spring bio coming also. Something has to crack in this period in terms of partnerships or fda accelerated pathway approvals.

Better treatment for H&N cancers? I dont think so. Still need specific antigens to work, has more side effects and clearly the PFS of AVA6K is better. Does pre|CISION have a cost benefit over this new potential treatment as well given its 10x cheaper than ADC's to make?

This teabag guy seems to me to be an alternate alias for one of our resident trolls but cant remember which as I binned them all.

Jam yesterday yes thats my conclusion that actually its the data that matters to us and to those currently avacta, are in talks with. I am just pointing out my surprise this isn't a physical poster but seemingly nobody else is surprised or bothered that it's "only" a publication.

Guess with RH now taking chair position and likelihood of a webinar explaining this data coming shortly after is enough for everyone. It is enough for me but was gauging other people's thoughts

So no one is bothered we only have a publication at asco and not a poster?

I am disappointed not gon lie. But the farmers we are in talks with will no doubt be reading every publication in detail so is data good enough for them yet?

I dont agree woth bonkers but Montage have Martino De Ciccio as CEO and we have the fat crook Harry Adams.

We need to see actual photos and progress from TK and any money required for Saudi just sorted conclusively then a stabilisation in gold price along with move to main market and Harry's departure and kefi will multi bag. Its coming but not sure when hence got these in the bottom drawer

Https://business-news-today.com/avacta-therapeutics-aim-avct-names-richard-hughes-chairman-as-shaun-chilton-steps-back/

Well worth a read

Ok fair enough.

For what its worth now is a crazy time to sell and IF HG-CT-1 makes it then shareholders will do well from here. Just could and should of bin a whole lot better...

Caio for now 👋

I thought it was a poster but seems just a publication. Gradually building visibility but I wanted more.

Asco is different to esmo and aacr and more stringent.

From AI reasons why it maybe wasn't selected as a poster...

Early-phase, single-arm study — small patient numbers overall (especially mature SGC data), heavily pre-treated population, immature survival data (PFS "not reached" but with relatively short follow-up at cutoff).

No randomized comparator — "better than historical" is helpful but not as compelling as head-to-head data for high-profile slots.

Incremental vs. transformative at this stage — Many Phase 1 updates show responses/safety signals. ASCO prioritizes larger, randomized, or practice-changing results for oral/poster slots (e.g., Phase 2/3 data, novel mechanisms with broad impact, or biomarker-driven breakthroughs).

Rare disease context — Salivary gland cancers are uncommon, so the patient pool and general oncology audience interest may be narrower than for common tumors like lung, breast, or colorectal.

So basically, no consideration given to the fact this is not a new drug so stands apart from others