Member Info for beinthelead

That’s exactly what should happen. Don’t mess with the narrative though, PL.

Bind vs cleave.
Complex vs simple.
Good tumour response vs excellent tumour response.

Happy to compete.

The rest of RAH’s post is all good info. But not sure why it needs said (no offence) hence me agreeing with PL. we’re nearly there. Literally days/weeks away.

PL75 is a part pooping realist. Like it.

Thanks for posting.

Agreed. Head space worth a lot more than the £s.

I need some food… and a psych assessment.

https://avacta.com/wp-content/uploads/2022/05/ARA-2021.pdf

Page 61. 110p is significant here. AS can’t sell shares as long as the SP sits above it post December 31st? Probably meaningless. Accounts aren’t my thing.

Certainly a plant with some aim. Icecool and the likes too.

Be great to get back to some worthwhile discussion. I actually, believe it or not - miss it.

Howling at your swatting of those two, Rip.

Timelines. 100%. Covid was a mess, the is not a test, different division etc. but same CEO, promising the same stuff. There are defining nuances (trial, sick patients etc.) but the market doesn’t care about that. They wants results. And AS has a history of kicking the can. Hence, as you say, we are where we are.

Results next week please. Or the week after. Whenever you like.

Agree Rip, on the leaky part. Don’t get me started on that one. But while we’re at it… it’s those that the leak was made public to, that were here with the same narrative at the exact same time, excusing the raise. They are those that have now disappeared for the week. After last, pushing the ‘multiplier’ rubbish.

Anyway - sorry, point was to highlight that I don’t believe Avacta will be courting IIs to buy lower and hold an ugly baby.

Howzaty - apologies if I picked you up wrong.

They want to let IIs know something is up, buy lower, and hold? For what? To do them a favour?!

Makes zero sense. Avacta don’t care about the SP. They shouldn’t. It’s being ‘manipulated’ by traders. This board and Twitter is an unfortunate playground for untruths.

For instance; Avacta did not publicise their ‘it works’ billboard via RNS, yet social media has lead people to believe the SP should be a fiver already. Ignore it all.

Wait for the red dot.

That 2m buy last year should have kept the lights for at least 52 years. Damn.

Buys vs Sells. Forever the moronic measure.

Bang on PAH.

It’s all part of the new PR push. Avacta hasn’t released an RNS to say the meeting is happening today. It’s been propagated by certain posters on here. I’m impressed with Avacta’s new affiliation with the media.

As you say, that certain poster has fine knack of repeating the obvious with a huge multiplied bias. Ramp on steroids.

When news lands; it lands. Literally nothing else to research.

Nice to see the shots from Dx meeting taken for what they were. Bit of learning from brochuregate is a positive.

“I am long here but good news to an extent is priced in”

Another brand new LTH. We always get new LTHs around this time. Good news priced in/brace yourselves/just my opinion.

Binned.

It makes logical sense that we’re on the other side of the ramp. Posters already excusing the shift from ‘defo news in November’ to, of course it’s mid to late December. The website says so.

The yo-yo is self inflicted. The ramp has died down, be back in circa 6 days with a new hook. Where have all the new accounts gone? Buying in 120s.

1a RNS won’t be as good as we expect?? As in, if positive and biopsies the company will tread water in this rampy range? Sorry - rubbish. The news moves us away from a Covid company into a pukka clinical biotech. Human data is everything.

RAH - fully agree. That’s my position.

Frustration would come become because we know they have the data and details to present the position. The market is EXPECTING 4 cohorts, and a November read out.

Quite simply; We’ll follow this sine wave until news. Trade it, or wait. News is the only thing that will move it either way.

Without the RNS we KNOW that it is safe. We’ll have a dose for P1b.

The market is not a that clever. The SP and reflected CoS calc is not out, it’s just more binary. I.e. it wants evidence to what has been promised. And delayed already. Yes, delayed.

Avacta are not rushing their package. I hope they don’t. The more data and more robust it can be - take your time.

The issue here is timing. This board and Twitter done do any favours. News is literally landing each week, then quickly excused when it doesn’t.

Wasn’t it Dave that broke the brochure news on Twitter?? Seems to be an avid Dx show attendee.

Always amazes me that we only ever manage to get 1 dodgy photograph when, naturally, you’d be all over it with a camera or speaking to the guy on the stand.

Not knocking Dave at all - just odd that we seem not to capitalise on these opportunities.

Absolute madness.

Our journey to the moon starts around 109p, and concludes about 140p.

Runner - I’m not insulting anyone. I aim to refrain.

Apre rarely posts. They post here to highlight where criticism is unjustified.

Rip has blocked Wyn, yet he continues (forever) to antagonise.

Logical thought - yes. My balanced view on Avacta is legendary. I’ve tried to provide technical research in the past. But the board is so messed up now, it’s impossible.

Between ‘8.9x’ this, and ‘5bn’ that, I get lost.