Member Info for Bella6532

..'And see huge potential value both for patients and investors in the next period."

GUYS, think about it...where is this HUGE potential VALUE for patients and investors going to come from in the next period...? OK value for patients in the trial could be clinical value - tumour reduction etc. but what is the value being referred to for investors?

And see huge potential value both for patients and investors in the next period."

(HUGE)

‘…We are all hugely excited about its potential to deliver profound improvements in cancer care for many patients.’

(HUGELY and PROFOUND IMPROVEMENTS)

"Not only are the initial safety data emerging from the AVA6000 Phase 1 study, across all dose cohorts, remarkably good, but targeted release of doxorubicin in the tumour has been confirmed both by analysis of tumour biopsies and now by clear clinical responses.’

(REMARKABLY GOOD and CLEAR CLINICAL RESPONSES) ….IT BL--DY WELL WORKS!!!!!!

‘…we have a confirmed, significant reduction in tumour volume in a patient with soft tissue sarcoma, as well as other positive signals across a number of patients. ‘

(REDUCTION IN TUMOUR VOLUME)….WOW! IT’S POTENTIALLY A CURE!!!!!

‘ Cash and short-term deposit balances at 30 June 2023 of £26.0 million’

‘the diagnostics division leverages the Affimer® platform to drive competitive advantage in its markets

‘could potentially bring the first pre|CISIONTM targeted chemotherapy to market for the benefit of patients with soft tissue sarcoma towards the end of 2026.’

ONLY 3 MORE YEARS….

I could go on but these are the most important highlights…

Set your alarms chaps...any new news will be issued at 7am too...

Standard practice...

Hope you all got your questions in too...

Jive-turkey...BTW in the AGM, was he referring to all LFT affimer development or just non-viral usage and/or non LFT usage.

Ceesor...all depends...in theory there shouldn't be a problem unless the new company decides to only maintain it's US Listing...other factors too can come into play but that's where it does get complicated.

Jive_turkey...thanks for the input but I didn't put a timescale on it. I just said we now have a new vehicle for the affimer tech/development which is where they said they were putting it. Did he talk about TMAC because that too will take time unless develpment of that has been going ahead in the background.

Of course the Board could easily say...hey Big Pharma we're happy to discuss a) Sale of TX (excluding affimer tech) for X Price and b) Sale of DX (now with our affimer tech) for X price. These two create a synergy because the sum of the two parts now might well be more than beforehand, who knows...tomorrow might give us more of a clue.

PL75...'However, the difference between a Dx business bringing in £1m, £3m, £5m or £10m is completely irrelevant against a Tx product that will hopefully be worth billions.'

That would be perfectly true if we were anyway near the TX potential...but we're not and these purchases for where we are right now bring alot to the table.

Vertizea-sun...if he goes for a Nazdaq Listing, reversing into a US listed shell company of which there are numerous could be a simpler option.

Here are the Nazdaq listing requirements:

https://www.colonialstock.com/nasdaq-listings.htm

Beinthelead...'Except the debt isn’t covered, and they’re not developing any affimer products.'

I said the debt payments...not the debt lump sum. They can settle the debt as shares or in cash.

Where did you hear they are not developing any affirmer products? They said in the Coris RNS:

'Avacta will transfer its lateral flow product development activities to Coris and support that activity through ongoing development of Affimer® reagents for new products or to enhance existing ones.,

Ipadtrader...I'm with you...it's rather like shorting in reverse..that all takes place based on borrowed shares or the promise of such...it's easy for a company on AIM to forward sell/buy...you just need a friend or two...lots are shares are traded off book or settlement dates extended for whatever reason...

As a result of the £50m+ fundraiser, Avacta was able to purchase two income generating/profitable businesses with a considerable amount of cash left over. The debt payment is now covered easily by the profits from just one of these businesses and the rest of the profits can be used to fund expansion in one or both, plus developing new products containing Avactas affimers. The cash left over from the fundraise can be used to support the companies cash flow and also fund the ongoing AVA6000 trial. Yes they might need further funds down the road, but it's pretty much a given they will be able to get that bagged and more than likely as a result of a licencing agreement, MOU with downpayment, JV or AA. We should also see milestone payments from our existing licencees.

Guys what's not to like about this...OK so there's some dilusion as far as existing shareholders are concerned but that would be the case if they simply went to the markets to raise funds and without a little pain now we certainly wouldn't have the ability to move things on for that all important gain.

Hands up those of you who have actually run a multimillion pound business???

Hand up those of you who actually know what the AIM market was set up for??

mmmm! as I thought...

Guys, this is what early stage businesses do...they come to a market like AIM...they fundraise...they borrow money...they take on debt...and then hopefully spend that money sensibly in order to grow the business...sometimes the plan works and sometimes it doesn't and that's the big risk with early stage business investments. However, the rewards from the few that do actually make it, can be huge as a companies SP moves from pennies to pounds. From my experience our CEO/BOD seems to be doing a good job...I could be proved wrong tomorrow but we're just going to have to wait and see...

We are, however, still very much in the early stages and patience has to be on your side...

Yes you're right RMF...I should have said Shares in Issue...

Oops!...

Ash...which Marsden Hospital was he referring to and do you realise how many cancer trials are taking place right now.

He also said....Liberal Democrats seek Cancer Survival Research Act to tackle most deadly forms of the disease...

It is the “job of government” to fund groundbreaking cancer research, Liberal Democrat leader Ed Davey has told his party’s autumn conference in Bournemouth.

OK Ed bring it on...are you going to fund Avacta's research...????

Geez these people...all bloomin' talk...sound bites for votes...

Sorry Ice didn't mean to try and tell you something you didn't already know...more for others if they didn't know. Yes it could well be the bonds being worked through. Lots of II's are invested but with less than 3% and the more shares issed each time the easier it is for them to pick up a few more and stll remain under the radar or keep their clients under the radar. Plenty of funds adjust their holdings based on portfolio balance and again the odd £300K or £100K order is still big enough it has to be worked thru on low trading volumes to keep the SP from flirting up leading to a PI buying frenzy and they all scream LEAK..LEAK...lol!!! thus raising the price even further.

It's all about keeping those logs and allgors in check.

Still early doors though and end Q4 is probably when the markets will be expecting to see some action based on AS stating trail data will be issued then....but, that's a good 3 months away and who knows what other news might raise it's head beforehand.

Ice TR1's only click in at 3% and then every 1%...if an order is being filled at say 4% volume I've seen many companies not declare until the whole order is filled so you just get a 4% holding TR1 and not the 3% and 1%...if this makes sense.

Our market cap is 279.32m and a newcomer would need to purchased over 8.3796m to breach the first 3% threshhold...

Ice..if an II wants to buy in bulk at these levels, then we will be kept st these levels until the order is filled. It's quite simple. They by £10k the sell 5k and 1k and maybe another 1k to trick the allgos into not ticking up. They then buy a few more based on where the price has landed and if needs be sell some to hold it back. That's a simplistic work thru. It's kinda more complicated because they then have to also work thru the hand over to the buyer etc It's also why it takes so long to work these orders thru.

The market simply looks at numbers...income v debt. They will get all over themselves when they see big pharma putting pen to paper showing they are going to be part of the commercialisation process. Markets are soooo cautious these days due to regs which really need changing. AS said himself in his newspaper comments.

Whole not who..Oops.

Thanks Tompi...I missed that. He does seem to make it clear that they intend to allocate capital across the who group and therefore funds from the fundraise can be used for TX as well as DX.

BV...Expanding into Germany could still come with a little aquisition...if there's a little German distributor with a ready made client base, warehousing, staff etc then that's the quickest way to enter a market. I know because I've done it...

Buying up a small competitor gives you a fast market inroad, turnover with profits hopefully and removes a competitor at the same time.