Member Info for beinthelead

No, runner. I owned the team.

Good call Ceri. I added another 1.5m.

Absolutely Apre.

Come buy more stock with us… perfect time!

Can’t wait til were not popular. Parasites promote Avacta to make cash.

https://twitter.com/jmahony_ig/status/1618987768750931968?s=46&t=sExDRwOm9_kSKvmNP2k4uw

He should be more worried about exposing his identity to the masses rather than sit writing rhubarb on here all day.

Derek - how about you give us an evaluation as to why you hold. Holding assumes you think it’ll rise.

Go on. Go first.

Peter Smith on Twitter? Sounds like a BOIL fan.

Most ridiculous comment of the day award. And Eggy (wyn) has been here.

Jarbumkin - this true

Thanks Gmcc.

So you’re saying we still have these idiots holding their shares? They should have a word with Eggy. He’s got the inside track on Dox’s behaviour. Save them some embarrassment.

There is a huge disconnect between Avacta’s comm’s and Trinity Delta’s informed publications.

Research note published 13/12/22 valuation;

221p

Research note published 17/01/23 valuation;

221p

So, by implication, they have not applied any risk mitigation from the 17th RNS. Issued on the same day as news, so they were kept in the loop pre production.

In a bear market, this stock is seen to be valued at 221p. Would I pay 221p? Not a chance. I’d want a discount.

This is what the wider investment community, beyond us weirdos see. Hence why we’ll be stuck here until Avacta communicate true forecasted value - and bin this lot.

It’s Eggy Rip, for sure.

Clever 4rse has a theory; https://twitter.com/eggysoldier/status/1618713312816156672?s=46&t=Erdex0U_kLojK0Glo40aqQ

Dox won’t behave like dox delivered via IV. Ala Wyn.

They’re trying it all… like PJ states, it’s all academic now. Twitter has **** itself down. Most are chilled here.

Very important thing lost in the noise;

“Science Day to include presentation of the data emerging from the phase 1a clinical trial of AVA6000”

https://www.shasqi.com/assets/pdf/2022-08-31-World-ADC.pdf

Shasqi required 3-6x dox dose to deliver therapeutic performance.

Interesting that we’ve seen therapeutically relevant levels at 2x.

Agreed.

They now have the baseline of safety, with implied efficacy. From a shareholders POV - masterstroke in strategy.

Now time to improve that range and push the boundaries. Literally nothing to lose.

Why not DE in parallel? They’re nowhere near that range. Too conservative with the current cohorts - for good reasons as above.

Let’s get on with see what this baby can do.

Retire - they’re dosing in parallel.

No Rip. I couldn’t remain that subjective.

I’m a fan of CellarBoy, posts some great stuff. This narrative is stretchy and adds more ‘stress’ to the story, creating unnecessary deadlines.

Retire - I’ve added the think the convo

https://twitter.com/boy_cellar/status/1618521714367029248?s=46&t=Erdex0U_kLojK0Glo40aqQ

This is why we shouldn’t change the narrative to suit our bias. AS knew the regulatory approval constraints last year, when MTD stats were well understood in the trial.

Now the the shift/reason for continuing is due to imminent FDA approval. 2+2 again… it’s always simpler. They now know it’s safe. Fantastic news. They’re now looking to broaden the range. The trial has been super cautious (good thing for SH) and designed to get the maximum amount of data (data rich).

There’s no conspiracy theory here.

It’s not just chemo where AVA6000 is effective.

We get to inject our chemistry and it hunts out areas of cancer (ignoring the inflammation debate) and highlights them via a PET scan.

Then attach the chemistry to others drugs that have never been discussed here.

We can give some clever developers access to the preCISION operating system and see what they come up with.

Their application is manual. Our target is naturally occurring (FAP) theirs is manual inserted (via injection). Theirs requires hardware, ours is a drug ‘firmware’ upgrade.

They’re in P2 in parallel to finding an MTD. 12x dose at present - they may get to 20x??!! Guess what, it doesn’t matter. Been saying for likely a year now, it’s not the measure.

The therapeutic range is what’s important.