Member Info for beinthelead

Rip’s point isn’t a measure of how much people are short, rather a reason presented as to why we experience ear fleas on the reg.

Egbert has been a constant virus for 3 years. He might not even be short - but the folks who pay him are.

The 17th RNS cancelled them, essentially. But like all good trolls, they can wrestle back attention. Best ignore, although very difficult.

Nah - again, likely more simple. People clearly spending more, buying bigger, and happy to.

Likely because they believe in the prospects of the technology. Momentum here that hasn’t been for a while.

Well said.

Avacta matures on the 23rd.

But we couldn’t produce an affimer to work.

RAH - it’s pertinently clear that the market does not align with your CoS figures. To be fair, the calculation is far more complex.

The tech update is hugely important. Dumping dox in TME?? Awesome. Those that understand the significance of this will benefit financially, those that need numbers and narrative, won’t (as much).

It is what it is. We should quietly buy/hold while it’s cheap. Constantly questioning why others don’t see value is pretty pointless.

The valuation poll for example - I read tweets where some investors were shunning others for valuing the company less than £20bn. Not cool and pretty vulgar.

They’ll present the data, PL, they’ve said as much.

I believe we’ll get some left pre-clin stuff to whet the appetite. Be nice to conclude with new strategic investors/increase holding of existing.

They (all of his accounts) can’t help themselves. Always right. Always whining.

Welcome. There’s a room for you over there.

They’ve been out all weekend. Truant 5h1t himself last week when we drove past 160p, now he’s OK with it again and we’re death spiralling… where truant is, TW is. They’re the same person. Where TW is, the rest of the rats follow.

He’s always going to win this argument because P2 is not complete. Ignore P1b, he doesn’t understand its purpose.

They (wyn et Al.) always pick a subject that require fundamental evidence not yet proven. Whilst glossing over the overwhelmingly positive news so far.

Thorn is Egbert.

Same writing style. Short, single line para’s. Ala;

https://twitter.com/eggysoldier/status/1622161612609028096?s=46&t=rTX8OEn-AVZjGqnLLJyfog

Ndn was eradicated some time ago - but his legend still lives on. Obsessed.

Would you, RAH?

Exactly Rip.

These guys NEVER provide any research or underpinning. Their MO. Yet read and criticise hours of balanced analysis.

Just to clarify; It’s not his final enterprise valuation… it’s a pro rata number that could be achieved this year, should pharma come knocking.

£5bn handed over in cash, for a P1b candidate?? That’s not undervaluing, IMO. Tangibly realistic based on known data.

Further in the future… that’s when the numbers could get silly.

54 - what’s your valuation, and how do you arrive at it. Ta.

He’s being obnoxious on purpose. It’s Egbert - he has a thing for Myles.

There’s that sulphur again.

Cheers RD.

How do you arrive at the saturation assumption?

And that captain panic getting his wires crossed.