Member Info for beinthelead

I too believe they should licence AVA6000. Needs a strong, clever strategy otherwise. I take huge confidence in them appearing to keep hold of it. Licence long delivers, and with good commercials, might deliver similar ‘value’ in the short and medium term.

Gje - you missed my point. You could do the maths on that number yourself. It’s detail we’ll never know for years. Again, another invalidated assumption.

SBs numbers and presentation is welcomed. Like most of us, we’re guessing.

Have a go at adding some basis and it won’t look, as you put it, a blatant deramp.

Gje - work it out then. Do you need SB to do the maths for you and post the answer on here??

Mental to think we are where we are and now being bashed on manufacturing costs of a drug we have in P1a. Give you a clue - it’s not about the drug…

Hanoi - they defence their working. What do you want to see?? They’ve told us the market size.

What do you think it should be?

Not seeing they’re working out on this is the least of their problems.

SB - fair run through on the numbers. Your valuation is as biased as RAH’s, arguably. Two extremes. Where somewhere in the middle is more likely. Yo clarify;

Why reduce Avacta’s market size?
Why assume Dox won’t be replaced?
Why assume 50% dilution?
Why assume no rev’s from Dx?
Why assume no cash injection from Affimers?
Why assume no licensing milestone payments?
Why assume preCISION is only one drug?
Why assume 25% success?

Valuations are moot IMO. Whatever side you sit on. There’s a new narrative being spun that pushes Avcata out another 4-5 years until things get interesting. Funny how these timelines weren’t tabled at 185p.

You know how the market works SB, clearly. But continuously challenging RAH on his valuation is becoming a bitter pursuit.

PL - but he has communicated a timescale. Again, mid summer. Which I’m sure he’s trying to be funny…

We know this moves up as quickly as it moves down. Just wish he’d put the calendar away and be honest.

The chartists have that USP called hindsight to validate their actions.

VS - It didn’t say that. AS has RNSd submitting an application for a CE Mark because it maintained rampy comms. You’re telling me he’s not going to RNS the decision to DE??? His comm’s are bad, but not that bad.

Do you know what a pump and dump is??

There has been one person sailing the ship on Twitter for the past month. RAH. On his own - now, unless he can manipulate the SP to pump this to unseen levels, then exit his position to create this fall…

About as likely as the green boxes to cease. He gave us nothing all the way down to 40p. He’ll give us nothing again this time. Stubborn is not the word.

Most popular stock on AIM. Madly followed. Lunatics on either side.

He doesn’t Rip. Just likes to moan and look clever - a well balanced type with no emotion. A powerful, mature investor that’s seen it all. Unaffected by this school yard stuff. So alpha.

Funny how truant et Al weren’t out in force at 185p. Why not? Why now? They’re following sentiment and capitalising. Things turn quickly.

Cindercone will follow them in their FUD vacuum.

Remember when AVA6000 was being pulled because it didn’t work?? The good old days of bashing.

Didn’t Fiona something like “hot off the press” re 3996!?? Haha.

Subtle. Very subtle. Well played indeed.

Going write a Wyn style reply but you did a better job, Timster.

Nobody said they were successful. But they are spreading lies to promote people to sell. Very simple.

They’re all connected ES. Hate being ignored. Knows how to read a balance sheet though, I’ll give him that.

You talking to me tiger?? I’ll have a discussion if you like. Offline. What’s your real handle on Twitter? Meet you there.

They’ve all be burnt rip, hence the bitterness. Never seen any other board/share followed with this consistent level of bitterness. They’re not all short. They just have a compulsive hatred toward the CEO/stock. Oh, and ‘rampers’ as they’re the ones they blame for their loss.

Eggy isn’t unintelligent. He uses his ability to read Wikipedia to find ways to be contradictory, as he too has been burnt. Same as … sorry. I nearly did the same.

Science here is solid. Progression through P1b a formality. Their main thread is ‘delay’, which I can’t defend. They’re correct - the sooner we get some proper backing and attach this the better.