Member Info for beinthelead

Let’s get some data and place some expectation on Avacta to update us, rather than do their jobs for them. We’ve had a sniff so far, with the promise of more to come.

It’s a platform, therefore regulatory approval of AVA6000 is academic in terms of the investment case. Data at P1a *should* be enough to secure some cash for access to said platform.

The rest will work itself out.

Another prolific poster that ignores the black and white note in the SD slides. Stop overcomplicating it.

They are. Of course it will.

This has been asked and covered more times than Wyn covers the LFT.

13th - best ignoring that new fella. Loves to abuse whilst offering absolutely nothing.

Quote the entire sentence please.

You can’t actually believe it’ll happen?? Even AS has pulled the sepsis vit d stuff it’s become a bit of a joke.

Derek, keep up. It is our own.

The LFT is dead. LFTs are dead. There’s a reason covid revs were discounted. If they come back, we pay more anyway I believe. So… hopefully, it stays dead. The affimer is going nowhere near a commercialised Dx device in the near future.

How can do many people slam people for deramping on trial status, only to continually second guess what second and what day it started?! Mental.

Chill out. Wait. WE WILL NEVER KNOW WHEN IT STARTED.

JT - they have the option of defining a BED post C6?? Yes, they have the scope to go to C7, but don’t have to use it.

If they have to go past C7 there’ll be a change and application to do so, which would have to include 8-10 unless they wouldn’t do it.

I’m with JT. It’s incumbent of this phase to get the best outcomes for future studies. The huge problem is AS. Ha she’s t just released how good it is, he knew whilst funding a load of Dx endeavours.

He needs to be upfront and honest with this next funding strategy. The SP deserves far more respect. Do the right thing and be HONEST.

Your passive veneer is failing Wyn.

People are overcomplicating it, sometimes trying to be too clever. Clearly because the SP is falling, therefore slight peeved and looking for a reason why it doesn’t work.

They have literally confirmed that levels in the TME at 24 hours IS present in the biopsies. These levels have been quantified in literature.

Lots of gaps, sure. Let’s just wait for them to be filled.

As PL points out, way in excess of 100 posts/day, and all is drivel. All problems with no solution. Wyn owns this board unfortunately.

It’s complicated Doggy. The longer it goes on doesn’t necessarily mean it’s great. Liberation, and Hugh is liberated and retained within the TME is all important.

Lots of snippets, and lots of assumptions. We must wait to conclude.

But… they are seeing positive PKs, TME dumping, cytotoxic levels of dox in the tumour, and little AEs. Re being bought out right now - those examples aren’t applicable I’m afraid. Twitter is responsible for that narrative.

Full data and we can start to ask some questions of the commercial team. They need to start adding value.

That’s the funny thing PL, based on the systemic exposure of doxorubicin is, in some instances, only reduced by 60%, I expected and MTD before now.

However, as the PKs guide cumulative dosing, at some patients still remain on treatment, the data must be better than expected.

Not sure if you knew, but I want to see the data.

Literally years…. Those that say ‘ignore!’ Continue to engage. Mental.

That answer from AS made no sense to me. He gets paid neck end of half a mile every year, plus benefits, yet hasn’t bought a share. It’s was quite patronising. He’s taken out well over £1m in two years, yet we have people on Twitter praying for month end for a top up. Makes no sense.

Once again, focus on the tech, not AS. There’s too many threads to pull.

Regardless of the reasoning, which is obviously sound, he shouldn’t have said what he did. Absolutely no need. He’s answered many a question with ‘it’s not appropriate to discuss that at this stage…’. It’s happened, move one. Wait.

RD - I’m not sure it was about protecting friends, more about a lack of coordinated strategy. The ‘we’re too expensive’ line was moronic. Didn’t need said in response to the question. The ‘don’t read too much into the disease not progressed’ line in the RNS was bonkers. Yet confidently saying we’ve a greater chance of MARKET success than failure flew in its face.

I’ve stopped listening to the narrative, only focussing on the data. EF was the highlight of the AGM. Fantastic.

Also believe the new BDO is being employed to take over a lot of ASs duties as it’s recognised he performs better in a white coat. Great news all round.

Jeez - what a day. It’s gone mental. Always does when the SP drops.

AS cannot be trusted with a date. He’s a lunatic. Absolutely no credibility in that regard. Even quoted mid year and no reason for C7, yet here we are.

Ignore every deadline. Focus on how well the trial is progressing. They’ve dosed a load of patients. Much more than most P1a trials. The data pack is huge.

Just wait.

Agreed both. See - balance! Who’d have thunk it.

FWIW, I didn’t take issue with what Myles posted. He writes well, and does have a reasoned argument. And gets an awful wrap, yet rarely posts. Past ills I think.

The telegram group on the other hand…

My main issue is those that have no reasoned argument, just abuse with no basis of research.

One day. One day…

Quick PL, jump. Before you’re condemned by the righteous.

It’s ok to disagree with PL here. He doesn’t care. But that rubbish around plagiarising research is just plain rubbish. But when does that get in the way of a good rampy defence.

Why is that those that have been here for 5 mins, literally saying they don’t read a single thing, feel the need to shut down genuine holders. As in, those that don’t research but follow blindly, aren’t.

HarChris - bang on.

We’ve had the ‘overvalued’ message at every SP step.

It’s currently worth £300m, it used to be worth £700m. It was also worth £less than 100m. Those that were able to profit from the fluctuations should be happy and move on. Not talk it up/down to suit their agenda. But guess what, that’s what this place is about.

A lot (including me) believe it’s worth number only calculable by Mr PL75. The validation of which is shrined in secrecy.

Hold, and do some reading.