Member Info for beinthelead

No more chartists!!!!

Successful 1b, alongside other developments in the next 18 mo the have got to see us at twice that valuation.

The licensing of 3996 has to be the way to avoid dilution toward the end of they year. This adds funds, cements valuation and adds credibility to the platform.

Yes, that’s exactly what I said. If we’re successful with FAP targetting…

Successful FAP targeting is key here. Nobody else what’s been able to achieve it.

MTD for Aldoxorubicin;

“Phase Ib study investigated IV aldoxorubicin administered at 175, 240, or 320 mg/m2 with 35 mg/m2 IV doxorubicin both on day 1 of 21-day cycles (for up to eight cycles) to determine the MTD of this combination.36 Aldoxorubicin (320 mg/m2) can be safely administered with doxorubicin (35 mg/m2) without adding further toxicity as no DLTs occurred in 10 patients with STS. No significant mucositis or cardiotoxicity was observed, but grades 3–4 AEs occurred in 8/10 patients with neutropenia, 4/10 patients with thrombocytopenia, 3/10 patients with anemia, and 3/10 patients with febrile neutropenia. Although hematologic toxicity was common, it can be controlled with growth factors.”

That’s a funny one. One could argue that the market has been made aware of AVA’a purpose and preclinical performance. As long they don’t ‘change’ that, then it’s perfectly safe to release new info to corroborate the claim?

Expecting more meat on the bones via new info.

Bottle’s chilling, Timster.

Timster you’re turning into a right troll.

Great news mate. You were a crutch here for many - thanks for the research and entertainment. Good luck with your business and well done for making the correct call.

Optimism indeed.

Isn’t it amazing how the trolls have disappeared? Forget trying to calculate short closing trades. The fact they’re not here implies they’re ready to exit.

Near term drivers will be shorts closing and US sites opening up.

Listen to the presentation @ 25 mins. They’re taking biopsies. I’m sold. Fantastic news - best part without a doubt. We’ll have early efficacy data; as hoped.

Well done.

Monkshood - I’m not convinced S Is the devil here. They targeted it due to its abundance in AN sampling, and the fact it’s ‘live’. This is a test design issue in my opinion. Mologic are consistent in the failure. Their test didn’t work, and they targeted N. Im glad they’ve ditched them in, re any redevelopment.

The mistake was underestimating the market.

Sorry Bella - likewise, I’m not meaning to come across crass towards you. We’re both saying the same thing. And yes, happy it remains in there - even if to keep the wolf from the door until mid year :)

Bella - I hope they are brought to market soon. My point was that it’s not new. He’s said it for years now and still not here. They can predict what they like, that’s not illegal.

He certainly needs more than last time. No new info today, with most of it difficult to read. Always concerns me when trying to attract new investors. He needs to be more confident and clear with his language - how many patients? When did DE start? What success does P1a bring?

We, as LTH fanatics find it difficult to piece together - we need new blood. I sincerely hope he has improved his presentation.

Not sure it was missed Bella, they’ve been saying it for years now. We need to see some of these IVD products in manufacture - Vit D etc.

Nice update. Certainly base forming with little to no surprises.

What about the buys during the week? Are you serious with your musings or out to bait?

Buy the way - I don’t support the buy/sell indicators.

Maltby - exactly this. Regardless of what anyone says, if they can the LFT and don’t provide data, we’ll drop. It’s an opp for those that believe in AVA to buy cheaper. If you’re in now (long haul) tomorrow is a win-win.

Watching - history tells us that we may not have. ADC we’re a prime example. I seem to remember their partnership being formally ended in the last update.

Malpenn - you have a point. Hence why I feel we are building in the right direction. It’s nice to have a presentation where there is zero LFT expectation. The results are what they are - they have no bearing on whether or not AVA will be successful.

Tom - fully support your sentiment as I feel we are building in the right direction.

However, I don’t see many worried this time around. We have a couple of weak trolls that are pretty tame, given what we’ve seen in the past. My observation is of the rampers hammering the boards more than we’ve seen in recent months. If they were so confident, why not leave it at ‘it works, buy some more’. The intensity has been turned up.

Runner has a valid point. Let’s just take steps - we’ve been here so many times. Most are drained by it. History says we’ll be wounded post presentation.