Member Info for beinthelead

EGTP - They didn’t deliver on a gold standard LFT, nor on the sales expectations.

The benefit of the LFT fiasco was the LFE and QMS to deliver future diagnostic products.

Zoom - correct.

Twitter creates a new narrative that DE is likely not to be RNS’d. That’s bonkers. 6 weeks ago they were high lifting it as the next value driver and risk mitigator.

DE2 is price sensitive. It SHOULD be RNS’d.

Please make it stop… admin?

Absolutely relentless. Two Twitter accounts on the repetitive pointless ramp.

Thanks all - I remember rockhopper. Back when RRL was as popular as we are today :).

Clearly it does. But…

Our popularity has always been a flea-in-the-ear for me. At £20, it’s likely to create a lot of millionaires ‘over night’.

How often and how likely does a company do the multiples we’re expecting here? Looking for some examples from more experienced people in this (type) of sector where binary-ish returns are generated.

The tech and platform is absolutely mega. We know this. We need to see it through to full value. Gilead etc aside, who has experience of PLC’s rocketing?

Timelines will be what they’ll be. AS has no credibility left to lose in this regard by the way. He’s learning but still drops a few rampy breadcrumbs in at each presentation.

The market is expecting delays. Go with it (trade) or sit back and chill.

Timster - you are correct. PFS being the biggest risk/highest reward element. For obvious reasons, plus it’s where Aldo failed at a point where it was very successful.

Biz update;

“ ADC Therapeutics: Avacta has provided Affimer® molecules to ADC Therapeutics under the evaluation agreement. This evaluation agreement has now concluded, and ADC Therapeutics is not taking this programme further.”

Be careful of things like this. https://twitter.com/to_aquis/status/1524863858732683264?s=20&t=cTInqO0mFwNZVc3FrFFT4g

Bella - but we can’t jump to random conclusions based on geography. We have had collabs start and end with neighbours. The move appears to be a good one based on the reasoning in the RNS.

We need data in a few months. Straw clutching until then.

But AS did say the ADC deal fell out of bed??? That means they no longer want to collab.

https://assets.website-files.com/61449a484d74b2708533bace/6255e880945d36a2d0aa668a_POINT%20Biopharma%20PNT6555%20AACR%202022%20Poster.pdf

Nice reminder. They’ll learn a lot from us next month.

CRM - it’s got a ring to it. Coined.

Even Twitter is fed up https://twitter.com/alabony/status/1524709862772555776?s=20&t=FfEcycrd8Yll9p-3S5KlSg

Green’d.

What is going on with all of these old posts? Massively disruptive. Why not just get it all off your chest in one go.

The change is significant, I agree. It shows confidence. My point was that they can’t confirm ‘it works’ like this. Even as an Easter egg. It would have to be RNS’d.

Genuinely looking forward to it also, Rip.

Just can’t tell whether or not that’s a swipe at my recent (albeit months) of moodiness? :).

Great news on the move. Nice to RNS it, too.

Re ‘tumour activated’ comment. We have this confirmed by the PDX mouse models. It’s not confirmation of human activation. Although, nice to start using the language and shows some confidence.

Thanks. The board or Twitter is fed up with your poor ramping already. Avacta does not need cheerleaders.

Certainly is. Is it a troll with a sense of humour?

Phew - thought I’d missed this when it was previously posted.