Member Info for beinthelead

Novartis won’t get close. 3996 is dead. AVA6000 is so last year.

£5bn soon. Dilution? Who cares! £5bn within a quarter.

I used to be more bullish. More on the fence these days, hence my dampened expectations. 3 months, could be 6 worst case.

£5bn take over within 3 mo this is my guess.

AS so much worse toward the end of his reign. CC is no better than AS in the middle. Her enthusiasm could be confused for optimism.

Or be even happier if the SP jumped to ATHs next week on an event not yet declared? What a lunatic you are.

It’s far more likely that we are sold before raising enough to get well into P2. That’s just logic.

It doesn’t Wyn, because it is now a little more mature. It expects a placing at a price when it hovers for a while. Just like the 95p effort that ended in disaster.

Avacta has fantastic tech, make no mistake. And this narrative that nothing happens until mid P2 is pure FUD. Avacta won’t exist in 12 mo the time. This is the only end game.

You could have said that every year. Hindsight police are fantastic. Everybody resetting themselves again. Avacta has the most loyal ‘bent over’ investors going.

Near term: The Dx sale RNS will land. Guaranteed. A raise is guaranteed.

Medium term: A likely is a sale of the company. They CANNOT move this forward in the way they’re presenting it. Costs far too much. It all sells far before the market believes.

Are you Hurst, Timster? It only responds to you?? It’s either you or littlegunner.

Ice - this is my main problem. We’ve gone from 15% royalties to partnerships, platform outlicensing, to breast, to 100% ownership and know LDs. It changes every 6 months. And that be be side of data.

Breast was dropped in to kick the can. No chance they’re using AVA6000 on breast.

At least you’ve revoked a reply Timster and confirmed the robot has been upgraded. Still best to report every post as misleading information. Hiding in plain sight.

Simon needs incentivised, or at least on the books. He’s on a rate regardless.

Bella - we have never had a specialist investor. There’s no conspiracy theory.

Vert - we need to raise before year end. Dilutive or non dilutive. Either one is going to happen. They won’t be able to raise enough dilutive funding to pay for P2 without killing us. So, a partner is a must. Or and LD. which she has ruled out?

We’ve never had a specialist fund on the books. Bulls… from AS

Sorry PL. must reconfigure.

Simon Bennet is on a chunk of cash. Was mega busy in April - now put on ice.

Forever - brave, well done. They can’t take this alone. Not sure what the ego is around “100%” retention. Barmy.

Correct Ice. Balanced view. But 3/4 years has us marketing the drug in 2027/8-9. We’re running on fumes - just partner it. Makes no sense in bucket shopping our way to a few hundred million per year. None whatsoever.