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Rerate
When the estate doesn’t happen, there’ll be another reason. Another excuse. The berate should be on platform proof. And a deal shortly following. The platform was proven 6 months ago.
Vert - good point.
I’m not aware of a similar company right now. As in, specialising in a prodrug platform with a bolt on Dx biz.
It’s now Jan according to Myles and RAH. It was days, definitely December. Now ‘early Jan’. Can kicking lessons are catching on.
You do realise Avacta won’t be commercialising AVA6000 or any other precision drug, right??
Derek - are you still invested here?
Mat - I didn’t. I said they weren’t as exaggerated as some folks on here/Twitter suggest. In the context of this stock.
“ Combined with rate rises and risk off growth the SP has held up well.”
This is the trouble. “We’ve held up well”. Mental given the investment case presented 3 years ago. So, again, given what price we should have been with a validated platform, your argument is nonsense. Nonsense.
There is no Calc you could do that could justify the current SP. This risk we’ve all carried, for zero financial gain.
The market isn’t as dramatically different as people say it is, that’s just confirmation bias.
Put it this way, what’s prove would you have placed on full platform validation with clinical dings of efficacy, back in August ‘21? £3 would have been conservative.
Nonetheless, we’re in a fantastic place technically. AS needs his salary aligned to market progression. Even if it’s bonuses on top.
Timster - it’s a disaster for investors. The SP depreciation is no joke. The promises made by AS have not materialised - commercial disaster. He needs serious motivation to move this forward. And quick.
“It's simple in the contracting world, if you aren't good you are out.”
Nah, this is rubbish. But may seem true if you’ve not carried out a senior contracting role. Bizarre thread indeed.
Hahahaha - Can relate to that Timster.
Age and IR35. Very simple. Plus, outside of scope roles are very much few and far between. Especially those generating a steady £1.5k/day. He wouldn’t get that cash 40hrs week for 2 years solid.
It makes no difference to his ability to deliver on his work.
My guess would be that this data is saved for an impactful conference. Should be stellar.
Nice to see Derek is all friendly.
Must have missed the riddle. But can guess the source.
It matters not Timster, as you know. But I’m genuinely intrigued as to why a £1.5m buy did nothing to the SP. Like I said, doesn’t matter
Umbongo!
How could this have been a buy with the recent price action? Surely if it were a buy. We’d be through the roof?
Funny thing is Timster, the TG group are led by Albert, who signals sells on gaps. Which is what has happened here of late.
Date I say, Ophidian is well out of that crew!
Hahaha - good discussion 👍🏻