Member Info for AVCT

Oh please, spare me the faux moral high ground. You’re not “winning” anything, you’re just dodging the actual argument.

"If you’re challenging my figures and methodology surrounding AVA6103, then do it properly. Break it down, point out the flaws, back it up with something tangible. Let’s see it. Come on then, AVCT enlighten the BB with evidence and logic. Alternatively F*ck off back to the shadows. 🤷‍♂️"

OK ice I concede - you're a moron

Ps don't forget to put me in the bin - there's a good chap

"are you actually challenging the figures and methodology i used"

would appear so

i don't give a **** what you call me - when you resort to name calling confirms you concede you've lost the arguement

Rebuttal as you pit it is PL initiation note which is approved by CC prior to release

Over to you

"AVA6103 is easily worth that figure in my opinion, so a $12B offer wouldn’t be unreasonable, it’s completely plausible.(read my case study)"

Hi Ice care to compare your study with the PL initiation note approved by CC - unrisked estimate for 6103 of £1bn

Thought not

"If for example I said would you take this bet on, that if we find out STS is dropped I send you £1000 and if we find out the sudden silence is because of a partnership being worked you send me £1000 would you take it? I don’t think you would."

I'd take £1,000 from each of you and be £2,000 wealthier if neither happened and we unded up taking STS forward ourselves

It's just the logic

Ps if I wanted a PA I certainly wouldn't be choosing you

I have run the maths - they are nowhere near yours

Have a good evening - no need to reply as it makes no difference to you

"Ps I ran it through 5‐6 AI not just Grok"

Ok post the full conversations from all 6 AI if you prefer - will show all your assumptions and AI's take on them

"Fk off AVCT"

Doesn't sound like fun to me - get real

Atleast it shows your true colours

Peer reviwed by AI - really!

Thats meaningless crap - AI is easily led by questions

If you want to be taken seriously ICE post a link to the whole Grok conversation including the original questions and supplementarys

"Listened to the presentation - as always, scientifically brilliant, but came away feeling that CC glossed over the BD/ commercial question quite a bit. "

I'm a huge fan of Avacta toobut I must say on first hearing CC sounded a bit evasive when financial/commercial aspects came up, at best deflecting the questions as if she'd been caught on the hop

In one sense it would have been better if the questions hadn't been asked explicity

But they are important questions and needed to be asked by an honest broker such as deerlink - would have been ideal if CC and advisors had known this and pŕepared considered coherent response saying what they wanted and admitting what they couldn't talk about (we're all grown ups here)

"Lets assume the company with the tech proven is valued at at £5b and you are the only shareholder with 1 share. You are about to get £5b. How does that feel?"

Do a sensible example starting with £5bn and 400m shares - people might take you more seriously whinnie

Or judge your estimates of dilution for reality

Please don't say "we don't know whats going to happen" - make assumptions like the rest of us

If you want to be really helpfull give us your best/bull/bear case set of assumptions

Any lesser response confirms you as the deramper demonstrated previously

"That said, it’s pretty clear imo they’ll partner STS and secure financing that way."

Given your valuation skills Ice could you give us the structure and value of said pretty clear partnership please

"Your question reveals what you don't understand about how big this is, which may explain your pessimism."

While your response reveals that you cannot read - absolute values of Dox in tumour or plasma have not been revealed - just a comparison

I was being serious - selling 6103 at the wrong price could be a monumental mistake

One I don't expect CC and SC to make (BH isn't on the board at the moment)

I'd take £20bn now not a penny less

Would want much more 8 years later £20tr

"

If AVA6103 replicates in humans, that’s a whole different level, but even before then, I wouldn’t be surprised if an offer lands that’s too good to refuse."

Wow £20bn offer - great can't wait

"As I say, many of these posts are very instructive into various different mindsets."

How instructive was that last one ?

Can I ask too lol

"from mine it's a bad loss - pure and simple."

Oh dear Nano best sell then bye

"The above is based on my own business experience and what I was taught on a specialist biotech orientated masters level course at business school. So by all means express different points of view but accusing others of 's**t stirring' is wholly unjustified, deliberately provocative and totally uncalled for IMO."

ROFL