Member Info for beinthelead

Ignore Truant.

They don’t, it didn’t work.

Park the LFT!!!

Fair summary. Clear financial strategy is the last piece of the jigsaw. The chance of success cals, although valid and well thought out are not applicable here on AIM. Where’s the cash coming from? That’s what the market wants.

You really are a piece of work Wyn. Doctors mo eh. His view. Just. Leave. It. Be. Absolute parasite.

Income investing. Growth philosophy. Yeah, that’s right, get into the oilies.

It works.
MoA confirmed.
Biopsies 6/6. Unheard of.
They’re presenting new information on SD.

Absolutely no reason to dream up multiple scenarios to the contrary. FDA/MHRA/YMCA, it’s all academic. We know it works, let it play out.

“P1a is an ongoing trial and there are a number of very sick patients”

The above does not prevent any data being released. No reason whatsoever.

They intend on presenting new information. They’ve said so.

It’s all possible but I can’t help but feel we’re creating unnecessary narratives again. Just let it run. I can’t see how P3 is not required. Too many other pro drugs have required it, and most failed.

The MoA has been proven. That’s the important thing here.

Same.

.

Good summary of the last 12 months of the board.

Agree that they should be held to account on the Dx stuff Neut, but I’ve gotten over it (thanks to Rip and PL). It was a 5h1t show on reflection.

The affimer… Affy and others have that in good hands. Avacta haven’t been able to get an Affimer engined Dx product to market in over 2 years. If this biz relied on Avcata brining the Affimer to market via Dx we’d be worth £15m. Apatamers are slated, but at least they’re getting on with it.

In summary; Dx is a strategic sideline biz. Nothing more. Pays the loan shark, delivers R&D. Tx is where it’s at. Where the cash will come from is the huge question. And as the answer evades us all and is the reason we’re not valued at 500p.

Pin this post.

Neutronic - 13 months into ‘6 week tweak’ has most (and the market) convinced the Covid LFT will never return. Be great to get an explanation, but it’s in the bin.

Tx is the only value driver here.

It’s quite simple. If preCISION is as good as they say (many of us believe) it’ll be worth billions. If not through sale, it’s because AS is strategising to keep hold of it.

There will be more questions than answers with Avacta. Always. Communication is atrocious. Trust the tech, not so much them keeping us in the loop.

Unknown Timster. But his POINT royalties are presented. I’ll dig out the link. £8m I think.

It’s not a negative by the way, just part of the process of going further and deeper than they’d planned for. All good - just a simpler view.

Yes Rip - I like it. Just don’t think it’ll last.

Recruitment was an issue in terms of timeline RAH, hence 19 and was late. US has been waiting for 12 months.

I think it’s simpler Rip - they don’t have the people ready to go. AS won’t want to send out a “moving to 340mg and C5 will start in due course”. Recruitment will be driving this.

And a liar.

Knows his stuff?? He doesn’t. He delivers statements in way to make you think he does. Quickly disintegrates under questioning.

Potted history highlighting what he doesn’t know;

Medusa selling millions/week
What efficacy means
Licence deals inked
LFT Manufacturing secured
When ‘bottoms’ are in

All debunked.

Mind you, he did know the placing was on its way. He was in the know on that one. Might be TW’s mate.

RD - exactly this. Funny how that number creeps into every one of their posts. The top science guys throws us off the scent slightly, with 18-20x.

It’s very odd behaviour.