Member Info for beinthelead

“Market introduction of the Group’s first targeted chemotherapy could be within three or four years from now.”

So slipped 18 months in 6 months? Just partner it. Please!

The DB note can’t be blames entirely. This is Avacta to control, we need to stop blaming them. It doesn’t help. Christina spoke about how busy Simon was. Loads of chats at AACR. Loads of interest at ESMO. Data in the spring brought about more strength around commercials.

Then killed it all. Good idea on her behalf? No. She’s killed the SP. Not DB.

Yes, fully agree. She needs some help.

She dealt with this Q horribly. Totally naive.

Content from a science perspective was really good. The approach to the slides is getting better. They’re contextualising the detail so much better. The stroma FAP detail is ace.

The wheels came off in the Q&A, as they normally do. I’d like to see a business leader wheeled in to deliver these updates. They are, after all, a business update.

Nothing to see here, in summary. We knew it.

The Twitter debate around breast is very naive. Jive pouring cold water on the latest ramp for good measure.

Good point BV. That presentation yesterday spoke to that point.

Ice - fully agree.

100%. They just need to move things a little more quickly. Not rush, just don’t mess about.

It’s definitely had an effect Ice, not saying it’s null and void. There’s always a hate piece running up to the bond. This one may carry more weight than normal.

Point I’m trying to make is that the company have more control than they’re exerting. They could end this tomorrow.

The note was somebody’s opinion they are entitled to. The bond continues to deliver every single Q.

Yes. Yes I am.

There’s no bad news driving down the SP, it’s the bond. Every Q now until it’s cleared. Trade it, make some cash folks.

They’re not waiting on AVA6000 delivering the goods. It’s never been about AVA6000

The market is ‘the money’. It could be debated forever, commercial deals will move the SP. That’s not a bad thing to acknowledge.

The old Bachovchin dig about how the tech has been known for a decade. Ironically, an all too inevitable dig.

The tech has been in human for 3 years. Its data is relatively new. Stop talking absolute rubbish.

Some of your points are fully understood by LTH, and quite frankly supported! Let down by a load of tosh.

It’s just an opinion. TW has been writing the same drivel for years, and generates a similar response. People shouldn’t be wasting their time contacting anyone.

Fair comment.

They can’t dilute enough to get us to market with AVA6k. Impossible.

I still feel as though the ‘keep it in house’ is the biggest bluff to date. They’ll either partner it, or sell the entire business. Logically, Avacta will struggle to take anything they LSE through the clinic without significant help. Hence a deal of sorts is mandatory.

Childish is a great phrase.