Member Info for beinthelead

Why do these new accounts care so much??

SB - of course there are risks. But that wasn’t the essence of my question, and you know that.

The biggest risk here is Avacta themselves. Can they strategise, and execute full value. I don’t believe they can.

I’m invested for the tech. It’ll end up somewhere, owned by somebody at multiples of today’s price. Based on data to date. So, in a way, there is ZERO risk in this tech being worth more than today.

Plus, when bears state the ‘clinical trial’ drug approval risks, they clearly don’t, or are ignoring the investment case. Mostly on purpose.

Starbright, with respect, it wasn’t directed at you, but thanks for the heads up.

Hahaha

Go on then, tell us. What are the risks. Making it easier, give us 3.

“Seemed a pretty glib remark to me”

I couldn’t care less what you think.

The poster wasn’t the ramp. The fake license deal was.

Twitter pushing the license deal landing any day now for around 3-4 weeks.

As of today - nothing. It’s stopped. What’s coincided with such silence?? Selling. By those who pushed the same rumours.

Littlegunner at al will now be silent until the ramp into the next conversion. It’s sad that such an exciting company is spoiled by this behaviour.

Focus on the tech, and buy when value presents.

It’s not about the poster, it’s about the timing of presenting it. Why now?

Exactly. Uses avactas popularity to sell his paper.

Just thinking this the other day.

Also, it feels odd they’re rolling out AVA3996 again. It’s been done, it’s the Affimer that’s new. I believe it coincides with some sort of warhead LD, of which this poster is a tandem validation.

Still too risky for him though… full of it. Uses Avacta to push his own rubbish.

Does beg the question - what does the % move to?? That data is massive.

Great point Sportstrader. Makes sense.

I get that Energy, so just not mention it at all. We all know dates are always extended. Just leave it

Why’s even mention 2026 now???! Mental.

Poor Joe.

Haha Bella is a wind up.

Tx is literally the ‘near term value driver’ for the group. It’s written in B&W.

Bang on Jive/PL - you put it better than me.

Dx is I’ll be sold. As said, there’ll be ‘synergies’ in these account. Ie, pay offs.

Oh, Timster. Make no mistake, I’m not saying the misgivings of dx are impacting dx, no way. I only see AS seeing it as a distraction. Hence a sale being likely.

My bet is we see a decreased liability in the wetherby operation in the new numbers. Reflecting my point.

There is a reason; they’ve previously tried and failed. They’ve had over 2 years to make it work, therefore the balance of probability says they won’t.

Hence (if you didn’t realise) that directing another penny toward that division is a disaster. AS said they won’t, which is great news.

Flippin - fair point. I’ll rephrase, “they will not produce or commercialise any Affirmer dx products.”