Member Info for beinthelead

Thanks - good point!

Do we know that the guy is still on treatment?

They’ll never talk above integrating the Affimer into Dx again, now AS has left.

What financing questions do they need to answer Bella?

“ Avacta board has permanent troll squatters”

How much did they raise and how much is being directed to Tx?

How mich did they last raise, and how much was directed at Tx?

Ronny-eggy trolling about cash… even for this board it’s amazing how, literally weeks after a raise, we should be worried about cash.

It’s because he’s quite smart and steers clear of the nonsense that talks down his investment. Head load of cash. Loves Alan.

Or is being sarcastic. I’m not sure.

“the DX business will be cash generating in 2025” - when was this confirmed?

“when more data emerges anyways” - how much, and when?

What he said.

Timster, double irony is the fact that it actually is a death spiral. Would have been good to have ASs salary linked to said spiral.

Yes. Dox is a risky drug to improve. Precision can’t fail, it’s already succeeded.

The pipeline is the buyout driver. The FDA will approve it for STS Orphan, generating $100mn/year. People pinning their entire investment case on AVA6000 are too narrow.

More simply, if it failed tomorrow, there is 2 other options via Precision+ and 10s of warheads.

Deals are needed as the pipeline is the most important thing and drives the value of the company.

AVA6000 sales WILL NOT begin with this current funding. Another, non dilutive funding, plus external validation will excite the share price and move us forward.

Deals are supremely important. Sitting, collecting data has a shelf life.

They’re not shorting a cancer treatment. They’re betting against our ability to commercialise before we go for more cash.

They’ll likely lose. Especially form this level. Seems an odd move. We should be long past this rubbish… the tiring attitude of the CEO comes to pass once more.

Energy - best post in a while. Perfectly framed.

Primary source is a handful of tweets (literally) that have been interacted with by a load of AVCT SHs. In nowhere indicative of interactions with deal makers in AACR.

But Affimers have several advantages over Mabs and aptamers… apart from earning any cash.

PL - yes, many have presented similar results in terms of AEs. Key point to note, the unicorn is how effective they were at said AEs.

IMO, the AE profile and PKs suggest a stop at Q3W C4 does. Maybe 5 at a push.