Member Info for beinthelead

The old job-ad-RNS. Sneaky fudgers!

Exactly Bella. Not sure how it can be THAT hard.

Case in point.

Which list is more valid?? Ignore both.

https://twitter.com/JR97793957/status/1550129697329008642?s=20&t=0B8I7cPJWNATiR49HCUr9g

At least conifer are on your list.

Consensus is generally biased toward whatever list shows the most positive holdings in Avacta. Reality is don’t believe any of them.

The person calling the bottom at £1.30 is an AVCT trader.

The rest of your post is an emotional eulogy. You only post to remind people of ‘collapsed’ bids and falls in the SP. Best getting out on the next spike.

I’m not sure why this is a question, tbh. We’ve lived in this market for years. We know it’s only concern is revenue. Today’s RNS is great for the long terms future of Avacta, but it’s effectively filler in the market’s eyes. Affimers are fantastic, but years away. Would you invest on the back of today’s RNS? Probably not. It’s risk mitigation for LTH.

We need data and a funding strategy.

Phase won’t have a control arm. It’ll be measuring the ORR over a period of time. Plus an extended safety profile over that discovered in P1.

Thanks.

This is exactly why;

1. We shouldn’t fear side effects/low grade outcomes. They are ‘expected’.
2. How valuable is the tech is if we see negligible side effects (as we believe).

Exciting.

Icecool - we were never told how AS was measuring failure against Omicron. Also their ‘high standards’. It’s not a bad thing to admit it failed. It did. We learn and grow.

That sounded binary…

I meant; the benefits are a on a sliding scale.

Touk - that makes no sense. He can’t control how good the product is. The trial tells us that. This isn’t binary either - it’ll either provide potential benefits, of it won’t work.

FWIW - chasing perfection wasn’t why the LFT failed. It didn’t work.

PJT12 - 2/2 today.

LTH’s and investors can see through the comparisons with diagnostics. Thera is bigger than AS. It’s science led. It doesn’t need a ramper, the LFT did.

SNG comparison is genuinely useless. No connection other than rainbow chasing AIM investment community. They couldn’t design their P3 trial - a disaster.

Isn't this AS bashing and LFD hangover getting a bit old now ?

Do not try and change the narrative on this. It’s not AS bashing, it’s objectively assessing why the market is not aligned to the perceived opportunity. Again, not AS bashing.

Cut its teeth on the LFT as a bit of learning for AVA? There are no parallels to your comparison. Exactly why I’m still invested.

PJT12 - You’re correct. Entirely governed by the LFT and lack of trust for AS. No matter how many times it’s highlighted how disparate the organisations are (thera/diag), they’re connected by AS.

However - I’ve just increased my holding for the first time in months. I believe in the tech and the clues to date.

Wasn’t he reincarnated as Joe Hond? Joe Hond… remember him? The antithesis of our beloved trolls.

Tom - don’t take this the wrong way… this calculation ramp is getting a bit like Hurst.

Think it was Neutronic that discussed overnight millionaires - @ £20 it would create a load. This is why people are so ‘dreamy’ about valuations and struggle to believe it could happen.

It could. And it would. I’ve not been in this position before, hence the doubt/disbelief/mega amounts of reading. Could literally write a thesis on Doxorubicin :).

The most resilient of bots.

https://twitter.com/Henriknielsen9G/status/1547532497038282754?s=20&t=wHYjN0xZ-kMHXBeQHUDr9g

The bot is taking over Twitter. No stopping them.