Member Info for AVCT

"The tech advantages of Affimer v Antibody are key here. ants are > 3 times production cost with many downsides. Assuming parity on efficacy …then?"

Nothing to do with affimers - one's an ADC with all associated problems while ours is a unique PDC with all it's benefits

I think our BOD would be quite happy if they went to 15% with an average of 80-85p

I think Conifer Management LLC know a bit about investing having bought 4m shares recently in the 30p region to go with the 8.3m they held previously

Personally I don't think theyve finished yet by quite some way

DYOR and GL

Conifer knows what's coming and building towards their desired stake imo

It will be a meaningful stake imo

"That excludes any specialist funding that is non-dilutive, not sure if that's going to be necessary now"

This will be first and vital to keep BP honest help sort CLN etc - doesn't have to be drawn imo

". Have the auditors done that? "

Read the whole document and you'll know they have - twat

Less research needed now for 6103 - ie staff available for new 3rd party collaboration drug research imo

Technical point, we Don't have a FD - hence we won't get any info on BH remuneration either

"You just wouldn't go through all the rigmarole of getting accounts signed off without the 12 months of sufficient cash runway only to raise a few weeks later."

Well that all depends on when, with whom, for what amount and at what price

Think about it including the latest info including Monday's multiple TR1

"After all this time I have at last sold all my AVCT stock."

OK bye

"They specifically re emphasised that STS patient enrolment in Phase 1b"

Only problem with this - it's not actually true

By my calculation accounts pisted on friday means the earliest we can hold our AGM is 1st July

Not sure if we'll get a technical suspension for 1 day or a waiver ?

Imo there will be a series of mini turning points starting shortly with whats been cooked up with HCRx and possibly heights too

STS is peanuts and handing a critical trial design to another would be a big mistake

We'll see tommorrow - even this BB should be able to be patient for another 45 minutes

End of week profit taking today - fresh forward momentum on monday

End of week profit taķing

I think the biggest risk - and this is reliably predicted by scientists, is that our sun goes Supernova

Imo Avacta will find it very very difficult to survive that

DYOR

Removes reference to Launch which if memory serves hadn't previously been removed

29th May

"Is it not like saying I can buy this product at my local shop for £100 or I could go to Harrods and buy the same thing for £500? Why would you do that? The tech and the data is the same. Would it just be you think US investors are more stupid and would to pay 5 times the amount they currently need to?"

Nope - more like trying to flog a Picasso to a bunch of village idiots without a brass farthing between them compared to hiring Sothebys in New York to sell it for you.

Brian is CFO but not ( currently ) appointed as FD - it's a not unusual setup