Member Info for beinthelead

Cellar Boy strikes again. https://twitter.com/boy_cellar/status/1515240795074355207?s=20&t=m8fKNl2N8fLKpKkfbn3iMQ

They should reconsider the suggestion that Affimers & Mabs are a stable combination :)

It’s certainly wise to do just that. We’ve been here before with the LFT. This is different in so many ways, but very similar in others.

Tom - indeed.

The biggest success will be solving the FAP specificity conundrum. Nobody has been able to do it. This is the actual solution to the problem statement. The products are result - AVA, precision, TMAC. PLUS any other engineered solution that may be speculated that requires an engine to target FAP. Mind boggles.

Why do you say that Doggy?

See, Timster. I thought we’d gotten over the house. Are you The Bishop?

“We’re REALLY looking forward to first read out”. Why would he be really looking forward to the reveal? Because he’s already seen the data.

Tom - be aware of Avacta’s royalty in payment arrangement.

Biopsy data is key. Without it, we’re left with inference. Scaled efficacy from the biopsy, should infer success. P3 would show improvements in survival - which is the risk any buyer would be carrying.

Valuation on such biopsy data should be north of £6. More than that, it puts unbelievable foundations under the business.

The small bonus, often overlooked, is the proof that FAP targeting is specific enough to be effective. Any amount of therapeutic offerings become available. This market is bigger than AVA.

Deserves ‘sticky’ status.

Thanks for this.

No. Tumour efficacy from the biopsy. Blood markers for the heart I believe.

https://twitter.com/avacta/status/1514487610487590914?s=20&t=YKwCQvsArIQav86dFuSBxg

Yet he still doesn’t own a single share.

The short effect is limited now going forward. Short of a delay, their impact is only going to move this north.

Let’s look forward to some actual news over the next few weeks. Als presentation being one.

Ask yourself why they publish those two stock in particular? We’re unfortunately popular. It’s click bait.

It’s a troll publication. The alignment of scathing articles tends to align with our influx of trolls on here.

-

Blackcat - it’ll fully depend on data richness. Namely biopsy insight. If they have that at this stage, it’ll certainly accelerate things.

Wyn - they weren’t betting on AVA’s success, rather LFT failure. They got it right. This is different, at least for the foreseeable.

£1.50