Member Info for beinthelead

Hurst is a troll. Not one single post of any value.

RAH adds significant research. Timeline accuracy is AS’s fault. He’s the guy that states when things will be complete but never holds a single date.

Forget the calendar and focus on the opportunity. Buy/sell accordingly.

With respect, if your expect the affimer platform to deliver medium term value here, you might be disappointed. It’s far more likely to be taken over before that platform is commercialised.

It’s all marginal gains. Very small potential, which, for most will not be administered. The protocol is there for a reason.

It’s typical, here in context as it proves that challenges can be valid. So challenge whilst remove the constraint, brings some special potential.

Let’s see some P1a data and do some reading across. They’re clearly going for longer dosing. Just not certain they know the levels yet. Which, ironically is not important for P1b.

It does Timster. Cracking tech.

Headed up by somebody not in a rush, hence the consternation. The speed is just far too slow for most, of which I share those frustrations. I’ll never accept this is normal.

However - despot this, I do know the tech is solid. As you say, commercialising something g that doesn’t work would be moronic. Shhhh the LFT… 🥶.

Their objective has been achieved. Shorting is usually a short term target. Target achieved.

I’m not saying they’re responsible or the cause of the slippage, but with each push and prod, people leave.

LTHs are frustrated. But we hang around for a prize far greater than 10-20%. Good luck to either side.

Cheers Apre. Work is done here, as you know. Hope you’re well.

170% up from a heavily shorted low, not realistic to baseline against. 120p is where conifer invested in believing precision could be a success. Yes, we’ve had dilution, but the platform has been validated recently, yet here we are.

The SP does not reflect value. Time will.

What a mentalist. Bring back Ndn. At least he understood the tech.

Haha I’m supremely confident it will. When? Who knows. But it will.

Wearegroot - quit reminding me how long I’ve been stuck here 😊

Also a shame that the paper is old and been discussed to death.

They will not get Figure 7. What they’ll get is closer to free dox.

Please do not look at Figure 7. Unless you’re interested to learn how an ever-so-slightly more effective version of dox works on specific tumour types.

To recap, don’t look at Figure 7.

👏🏻

RM - The exactly.

It’s very clear and relatively simple. P1a completion commercialised the platform. As in, they sign some deals. Ergo, receive external validation. This alone is the key, most important milestone in Avacta’s history.

The market can do what it like between now, and after that point.

Listen to the recording. “Modest number of patients”. The reason AS stated was not because of contaminating the data. It’s not blinded. The data is what it is.

P1a will commercialise the platform. P1b takes as long as it takes.

Mmm… not quite. Listen again.

“Overall timeline of about a year is what we’re looking to do”

AS said they’ll have an indication “half way through”, then Andrew brought him back down to earth.

Confirmation bias at play.

Insanity is not learning from past experience with AS. He implied interim data of P1a in December 2021. Then backtracked, hiding behind ethics.

Again, P1b is a long way off. P1a gets us some deals.

Let’s see. That to me, means at the end. My investment case is built on it being released at the end.

We’ve had multiple calls through P1a that it wouldn’t be “good and proper” to release data part way through trial. That will not change in P1b.

Back to the point; it’s all about P1a.

Again, AS made it very clear, data will be available post P1b. Not part way through.

A lot of this chat is based on the infamous ‘data room’ ramp from a few months ago.

P1a enables commercialisation of the platform. This is more than enough to focus on. Why the fascination with P1b? The platform is the most valuable commodity we have.

Data from P1b will be published in 2 years time.

P1a enables commercialisation.

Having one minus the lemons.

Cheers to old timers 👍🏻