Member Info for beinthelead

Are you intentional ignoring every post? No one is questioning the cash balance and incomings. The cash story is well known. They have a decent amount in the bank. Enough to run until mid next year. Cash flow has been relatively poor. Could do better. Should have done better.

If you are buying this stock based on cash in the bank you’re terribly misinformed. As Apre - you’re barking up the wrong tree here. Or are you intentionally distrusting conversation to aid TW’s cause!?? Spooky. He’s TW!!!

“Good on cash and balance sheets”. The most basic of all basic fundamentals? Phew. Nice to see he’s got that covered.

Suspicious of AS’s trumpeting - when? Where? We all wish we had a matched the market and followed it, and not held believing AS. We learn.

“He is now suspicious of the rest of the business” where does he analyse this?

That post is pretty scant of insight. Reading between the lines, you support and follow TW. Therefore, sell is my advice.

That’s a valid point. Did he have any other points to bust? No. Of course not.

Good point re bullying direct tone. Makes sense.

Old Rivington Street Holdings. First class entertainment.

TW sells gossip, and Avacta (unfortunately) are very popular. Easy access to a chunk of inexperienced investors. His logic will scare enough people to aid his cause of short selling. His subscription and donation model allows him to avoid the ‘I don’t bet on my own tips model’, but “when others win and donate a bit, I can’t say no”. It should be ignored.

I was invested in SBTX until March this year. The moment he got involved in a forecast, I bailed. It’s down 50% since then. A business that has embarrassingly failed, but TW still pumps it. He’s not to be trusted. Goes without saying, of course!!

I cannot wait until we’re more mature and taken seriously. Episodes like this make Avacta look a bit silly. Popularity in this case is a curse.

In the meantime we have a few patients dosed with over 3x the lifetime cumulative dose of doxorubicin, and yet they have not experienced detrimental effects deemed strong enough to stop the trial. Just wait and let this circus play out.

Hurst is getting funnier by the day.

I don’t have a Twitter account, just view as a ‘guest’.

You post some good stuff Tom, just the rampy stuff I object to. To each their own.

Certainly is arrogant. And pointless. Repeating the same old nonsense. Cumulus does a good job at tempering his bro science. Add in the ill-timed top ups.

I just don’t get why they think Avcata needs cheerleaders? If it is worth £20bn, just stay quiet and let it run. Tom is as bad. Now resorting to ‘sells masked as buys’ rubbish.

Even Myles has distanced fed himself from the commentary. Good form - it was good to see him back here the other day having realistic debate.

Suggest we take PL’s advice and wait for results. No takeover in any reality will happen before results. What are taking over? Another option is that they release good results that advance into P1b with no tie up with any licensing in the foreseeable. This is what is hedge as a prospective buyer.

I’d happily pay money for the phrase ‘low ball bid’ to be eradicated.

To confirm Hurst/Viking24 has ran out of batteries.

“It's a trial. It's designed to answer those exact questions. Patients might derive benefit from a higher dose - if you don't test it, you'll not learn as much from the trial.”

Quite. Well said.

The trial will continue until we see disease progression, death or toxicity reached. It’s very important that we haven’t seen these yet. Great signal.

Numbers, which I’m willing to be corrected on.

The dose is very small, relatively. DE was equivalent to 81mg/m2. Quite low. BUT the cumulative dose is circa 1,450mg/m2. Which is high. Doses >300mg/m2 requires cardioprotective drugs. Therefore, having received doses of nearly 5x this value, and over 3x the lifetime recommended dose of pure dox, we’re in a good place.

What I can’t decide is why we have not escalated the dose further, therefore reduced the number of cycles required to increase the cumulative dose? Yes, they may have, and not told us. But I doubt it.

I’d like to see a higher RP2B to take into P1b. However, having been dosing for this length of time (assuming C2 seeing 18 weeks of DE) without yet seeing a trial stopping outcome, results should be being confidently collated.

You beat me to it. We will see new accounts and a flurry of new charting pedigree.

Neut - sobering agreement here. I had an insane debate with speranza the other day on how, if the whole thing was nailed on, we should be at £5 now. After all, we had the Job description RNS.

RIP - The time machine ref is bang on. My hope is for data strong enough to support our future. And as a product, sort mine.

Because Mrs 10k is selling. It’s the market.

There’s huge potential here. As we know. What’s the realistic view on numbers? Upside and downside.

IMO:

Near

- There’s a huge opp for +30% return in the run up to news.
- Affimers, although magic, will not improve value at this stage
- little to no news

Long

- Data released mid-July.
- if data shows high specificity AND cleaving AND tumour concentration via Biopsy data, we’ll be worth £1.2bn at 08.30.
- if they confirm a substantiated funding strategy for P1b and TMAC dev, we’ll be north of £2bn.
- P1b progresses but data is mediocre, we’ll drop. I say this because good data is key to future funding.
- Data is not so good, we’ll fall.

Far

- No experience of buyouts, but we can dream
- TMAC starts to motor. AS’s focus and narrative will be about how specific the precision tech is, then pump this market. It’s exciting.
- P1b success, north of £4bn

We picked this up in the April 6th update. Am I missing something?

Elrico - you’re a decent bloke.

Sorry on the Utd ref, I don’t do personal insults so missed it.

The Rivington Street was valid on somebody mentioning TW to substantiate any investment advice. It’s not lies.

Croda was due last November.

And I’ve gone over the sales stuff that highlights where they are.

It’s not personal. It’s not anything other than advice. It’s clearly not wanted hence why I will no longer post on here. Please don’t ask me to respond again.

Good luck Elrico

It’s not on schedule.

Look at the company fundamentals. Invest or not. I’ve indulged Mad because the information posted is pure emotional nonsense. All points to losing money.

I won’t post on this board again.

Are you TW? He has been known and exposed on this platform.

Bang on schedule? It’s not.

You’re emotionally attached to this stock. Your previous post made no sound investment logic. Reread and digest.

*Investing

I’m wearing in a company is not charitable. I don’t invest or sell, wondering about the thoughts and feelings of any employee. Let alone the CEO.

TW is an absolute charlatan. Checkout Rivington Street Holdings (thin that’s it). You’ll have your evidence.

You sound emotionally attached to this. What you advised is not good investment advice based on the fundamentals of the company. “Failed in one forescast” - unfortunately, that’s their business. They sell stuff.

“Tough economic climate” - this is not the reason for Croda not materialising, nor a poor set of sales figures.