Member Info for beinthelead

Yes, PL.

Oneknows - are you RAH by any chance? As previously stated - you’ve offered zero value to this board.

And here lies the problem. Constant timelines created to plug the gaps intimated by AS. Twitter was buoyant three weeks ago with timelines pointing to a pivotal April - it’s gone. It wasn’t pivotal. RAH is now slamming PI’s for following unrealistic timescales. How ironic.

AS has stated mid year for our inflection point. At best, that’s news in July. Past performance, news in October. Prepare for slippage and buy if you still believe. The share is weekly grind.

This repetitive US thing is getting silly.

Hurst - do you work for Novartis???

Its both tempting fate, and irritating. We know what’s been said. I learned a lot from the LFT fiasco. Princely, naivety can cost you. Time and money.

The constant ‘set up to failure’ mentality is now spoiling AVA as it did with the LFT.

Yes, Rip.

Just when we start to get back on track, re timescales, there is consistent noise that predicts pivotal RNS’s week after week.

Mid year is the only date we’ve been given as pivotal.

Yes, agreed on both accounts. I was trying to establish the position of Tom’s earlier position; are we expecting more data?

Thanks Tom/Wiggly.

PAH - Bang on.

Im aware these things slip. But AS specially said PK data would be released ‘21. Hence the trial completion has slipped some 6 months. Im not sure there’s anything else going on, in terms of collecting extra data. Just AS over promising.

The implications to date suggest favourable outcomes.

Tom - am I missing something?

https://twitter.com/tom_the_bomb__/status/1519049892240445453?s=20&t=neg6PNHzAnim3iojJRwdfw

We were to expect PK data at the end of 2021. That’s the same data we’re now looking at receiving in July. I.e. 7 months late.

Are you suggesting this is a good thing? I.e. time to generate more data?

Sorry, by joining them I meant selling. I realise they don’t have a shorting platform.

Agree, it’s a possibility.

There’ll be more PI’s join them this time, if that’s the case.

Odd essay to take an arrogant swipe at LT investors looking to do just that - change their lives.

Checkout Berty on Twitter. He was prolific from 60odd pence down. Jupiter were around, Brontë were brave. They’re now slipping away. Together.

PL said it better than me the other day - if reading charts were successful… anyway, check out his post.

Happy with those numbers Tom. Consistently agree that the platform is considerably desrisked, therefore attractive to retail etc. here’s to hoping.

AS on first read out.

“…A positive read-out – which means good safety and PK data, as well as an indication of the amount of doxorubicin released in the tumour tissue - would add value to AVA6000 and also open up our broader pipeline . This could be PIVOTAL for the preCISION platform and Avacta.”

It’s exactly this. Positive data should see us open £3+. £5+ with biopsy data.

From then, Avacta goes from a pretty speculative play in the eyes of the wider market, to a solid; proper company with validated (to a point) tech. Really is pivotal.

Be interesting if we get DE on Monday. You’ll get your answer to the tip off!

Indeed they are. Thanks.

Uptomyneck - no problem.

Preclinical. It has a complex action. Interesting use of xenograft models, which seem comprehensive.

I’ve said it before, ours is much more intelligent. But, my main focus is on the results that show how specific AVA’s FAP targeting is. This action is the real money maker. It’s why it holds significant value post P1a.

Aldoxorubicin collapsed at P3, having showed excellent progress through P2. They couldn’t improve survival effectively enough. I.e., if AVA failed P3, we’d know categorically that FAP specificity was indeed ‘exquisite’, therefore has many applications outside of a single dox pro drug.

A tool for the tool box. A unique (never been done before) tool.

Agreed. I thought the FAPa targeting to be of interest.

Sharing for those scientifically minded.

https://aacrjournals.org/mct/article/21/4/568/689575/PhAc-ALGP-Dox-a-Novel-Anticancer-Prodrug-with

And their punishment is TA. That’ll teach ‘em.