Member Info for beinthelead

Doesn’t understand the log scale. Doesn’t understand the difference between exposure and concentration.

I agree with Ophidian. What’s going on…

JC - previous RNS for 2.98, and latest reporting figures in Avacta decks/website. Something makes little sense.

BV - Correct. They’ve been screening patients since his last outing. It’s a bit of smoke. FDA yet to approve.

JC. Cheers. Conifer dropped to 2.98%, are now over 4%. No TR1.

PL - exactly my point. So, if simply down to the holder, they didn’t let the market know on the way up.

SB - we didn’t get a TR1 when conifer increased. Not sure the intricacies of TR1 reporting, but they seem to be less than simple.

Timster - yes.

The data is good. As expected. Really disappointed it was yet another partial release. Efficacy signals are good, not ‘blow the doors off good’.

PKs are (again having to interpret) look great. But quite similar to other prodrugs.

Overall - good.

Key, most positive bit; they’ve managed to prove a FAP targeting tech that actually works. And improves Dox. Never been done before.

No ammo left. Absolutely none.

Data is good. Science proven. This RNS adds a line in the sand. One that clears the market apparently. We wait (again).

I’m joining your bottom drawer PL. This is a long hauler.

Money - The seller is selling. That’s it.

it’s got to energy. the data (although sp****), was good. lots of gaps as per normal. he best talk it up at 11am or else this just goes.

pl - i’m with you. here for the long(er) haul.

How many patients before it’s credible?? Tomorrow is a big deal. 35+ is more than enough.

PL - you’re far more positive than I am. And far more tolerable.

I don’t think it’ll come to that. But do believe he’ll struggle if he kicks the can. As in, sits on the data and does t commercialise until post short study. He won’t last.

Anyway, less of the negativity. It’ll be great tomorrow. Looking forward to it.

This is different PL. AS won’t last if the SP drags on at this level through the short study. His job is riding on what he delivers tomorrow and how he deals with funding.

I’m positive. Realistic. This is pivotal.

It’s a precarious meeting. No RNS, the SP struggles til 11. As in, slides into 120s. AS fails to speak about the human impact and why it’s so much better than dox, the SP slide continues.

Point being, if he’s got nothing decent to say, he knows which way it’s going. He *cant* make the same mistake again, surely?? He doesn’t have to present anything tomorrow.

My bias/emotion/view is that tomorrow will be more positive than those concerned are expecting. Purely on the balance of risk - risking his own job!

Haha - Neil Bell. He’s tied up and gagged in case he declares P3 is required.

Why is everyone worried about tomorrow? Latest narrative is ‘quietly concerned’. Protecting ‘we’ll be ok in the long term’.

Tomorrow is pivotal. AS delivers, or he kicks the can. Very simple.

Not aimed at you JC. Analogy was correct.

What good news sheppy?

Exactly.

If they have three ‘efficacy’ data points that positively trend, that’ll be very cool.

The data verifies ASs claims, which is required based on history, re trustworthiness.

The human case studies is what the media wants to see. I for one will be looking forward to this. Cannot wait, in fact.

Indeed RD. even noticed Myles pushing it whilst kicking the can down the road ‘deals in coming weeks’. Most people are immune now.

It’s futile though; as there’s no longer the liquidity for them to gain anything from any apparent pump.

RAH shares some good stuff.