Member Info for beinthelead

Berty had a nervous breakdown last year. “Spent too much time alone” so got a 9-5 to interact with people. Full on breakdown. Now he’s back goading people for kicks. Cancer of all things. Lovely human.

Truant - he’s obsessed. Certainly burnt before but also uses the # to raise his profile. Twitter is easier to ignore people.

Eggy the same. Nothing for 13 months, now can’t get enough. Even got a new oncologist buddy who is cut from the same cloth. Appears to know what he’s talking about but doesn’t. Ramping a couple of weeks ago - 50% success etc.

Scum. Bags.

If everyone blocked Wyn he’d receive a pseudo ban. Praise be.

Rip - There is a correlation between you calling him on here, and him hating Avacta on Twitter. Think he reads your work. A fan.

Somebody posted asking if there were any more ‘material shorters’ left on Avacta. Truant was listed. Haha.

Ah! And I missed the point of his point. I get the point. Thanks for pointing out D.

Not in two million. He actually blocks people for trolling him. Ironic.

Sorry Timster?

They’ve sat at .5% for months. They’re likely gone.

Yes.

Gone.

RD - I’ll rephrase. Their publications are useless.

They issued two notes. One before the 17th Jan, and one after. Their valuation was the same. Either they know more than us, and AS is lying, or they’re rubbish.

:) I’m sure things are going on in his undies by the way, just doesn’t let us in them. :( that metaphor went a bit south.

“What is holding this back?”

- Funding strategy
- lack of trust in CEO (terms sheets ready to go etc)
- Market size update (AS to happy wax lyrical 12 months ago)
- Market expects dilution, hence CoS skewed.
- Full data package was due Q3 2022, now likely Q3 2023.
- TD are awful. Still expecting 15% royalty structure for AVA6000.

Comm’s are shocking. I don’t have a big hang up about the market. Because of the above, I can understand where it sits. The swings, less so. The swings are AIM related.

Once AS has a clear strategy to deliver the science, we’ll be TO.

The press is for those chasing LinkedIn likes. We’ll have to stick to Twitter for self promotion - which is excellent by the way.

AS is hopefully speaking to the wallets in a way to convince them things are worth spending money on. After all - he got the rest onboard at similar levels to now with only preclin.

I do scratch my head with how little commercial planing is offered. They’re quite happy to ramp before the event - until that event happens and it’s time to hide.

Wyn’s cloak falls off. The Bishop now making it personal.

It’s about consistency gje. RAH is extremely consistent. Always backs up. Team FUD provide absolutely zero. Worse than that, it’s usually boll0x and lies.

What Rip said.

They can’t lose. It’s fails; they told you so. It’s flies; it’s about time - I knew it would come good eventually.

Those fence sitting types are blissfully ignored in everyday life. Here, it’s somehow difficult.

Assuming Avacta will have similar expenses to BP. Unbelievably moronic.

Rip - the bash has now moved to levels we could foresee - Divdend investing and price of drug. That contrary ‘onocologist’ is now discussing price of the drug. Mental.

Eggy has no clue about how well it’ll work but fixated on how much margin we’ll get from the drug.

Indeed. Juxtaposed with AS’s ability to ramp with the best of ‘em. Rewatched some of the Vox videos toward the end of last year and listened to ‘huge value driver’ ‘major inflection point’ once data was released and platform was proven. Never lets the truth get in the way of a good ramp.