Member Info for beinthelead

Ophidian - you continue to prove why you are pretty useless to this board.

A full weekend of Google scholar searching and repetition for the masses. You give each discussion a couple of days to sit while you ‘research’. You come back with endless copy and paste.

You fall back on being a scientist publishing papers - your writing is not concise enough to be academically credible for this board, let alone literature.

You are dangerous. You call everything wrong. Everything.

But the is the point of P1a a safety assessment as opposed to activation? The dose could be tolerable at higher doses but not activating. This study isn’t about getting peoples hopes up.

Certainly an exciting time. But worth remembering that confirmation bias plays a large part in the narrative.

https://twitter.com/NAJJCAPITAL/status/1500383465551843329?s=20&t=v0570Z6JWMJQfRcaURTP2Q

We have no idea that AVA is activating. FMc’s consistency comment does not infer AVA is activating.

Shorters aren’t to blame here. Let’s face it, if we were north of £10 and they ran a short, nobody would care less.

*does not

Bella - this other path was part of the Dx strategy 2 years ago. All part of the plan. You only soft launch a product to gauge interest in a new, innovative product that is ‘untested’. How will the market react to the product? Is it really any good? Should we invest in scale?

Come on, this is an LFT. They’ve been in bathroom cabinets for decades. Plus, if it were a soft launch, we should have been informed. To the contrary, we were told (on more than one occasion) we would be scaling up manufacturing to 30m/month. This ramp does indicate a soft launch.

I sincerely hope it improves and is a roaring success. My point is, to date, it’s failed. They knew it didn’t detect Omicron as well when they told us it could see it. In hindsight, this was deceptive. I was sickened when that RNS dropped. My current view is not taken lightly.

Anyway, as I said the other day, let’s see what happens in the summer with our mid term value driver.

And that.

I’d rather they didn’t comment and just leave it. The bit about we believe it’s a commercial opportunity on the last RNS irked me now end. Bin it. PL predicted this 8 months ago. I was more blue skied back then.

The LFT has failed. What we are judging it against;

Best in the world
Can be tweaked within weeks to react to variants
Sell all we make
3 dozen distributors inking deals
Provide cash flow for therapeutics

It’s provided none of the above with little to no chance of a resurrection. There’s no longer a market for LFTs, let alone one that couldn’t make it to market (at scale) when there was.

The above sounds harsh, but it’s true. We need to move on from expecting the LFT to be a commercial success. My main disappointment with Dx, is that we’ve not done anything to market another test. Vit D etc. why? It’s been a farce.

Sorry Bella, I don’t buy it.

No new info in the presentation without RNS has been enough to temp any new II’s. How low are they expecting it to go before buying? We’re they given this as insider info? Doubt it.

There’s no new II interest until we see a TR1. Take a look at performance and lack of confidence. Have you remortgaged to buy more??

Manipulation or not, the SP is a disaster so best not worry about it. Good luck to the market, somebody should make some money.

Zoom - AS has the ability to do this at the end of the quarter.

Why would they be holding off Bella?

There’s no conspiracy. People are selling enough to allow them to close. MREX aren’t playing anyone. People clearly need a reason NOT to sell.

I’m not interested in where the bottom is in the short term. I’m past the SP.

FUD is dominating the SP, caused by a void created by Avacta. Missed deadlines on AVA have back end loaded the risk, which brings into play LTH’s averages, causing some to sell at a profit ‘while they can’. This situation could and should have been mitigated. Anyway, what’s done and all that…

The positive…

- We’re getting no negative steer from the AVA trial. Nothing. Any upset would be leaked or comm’d immediately. This isn’t the LFT and they can’t hide behind R&D excuses. We’d know.

- Possible Takeda licensing. My belief and hope is that they’re commercialising this in parallel to the trial. Yes, might seem rampy but such a strategically important move, seems likely.

- if PK data presents a modicum of success, alongside any licensing revenue, we should be north of £1bn.

This is the reason I’m still here. I’m keeping my powder dry on buying any more, as I believe we’ll see news between now and the summer. Sentiment is so low that news will have minimal impact on the SP, therefore keep open the opportunity of the low buy.

Mega frustrated and grumpy, but still here.

Let’s see a reduction in before the excitement begins. With well managed comm’s, there would be a reduction in selling and they’d be buying back at a higher price. We need to see a reduction in selling before getting excited.

Because there’s no advantage to any takeover at this stage. They’ll wait for data and buy at the expected premium. Still peanuts. Absolutely no reason for them to buy now.

People need to get real. Really no news here until data.

No, we’re not. This suggestion is more ridiculous than Aldebaran’s posts.

Pedro - I’m not an advocate for throwing around personal insults on here. Not worth it condensing it’s anonymous. But Ophidian is beyond parody. Not sure why there’s such staunch defence of his predictions in the face of such unquestionable logic.

Telegram. Nail & head.