Member Info for Bella6532

I think we need to get P2 underway and a big gun specialty financial company on our side..they will bring and secure much better deals.

Let's be clear our new NED acts as an advisor to such a company and they will want a part of the action. P2 data is where the big money lies. Heathcare Royalty will want deals that either secure them long term Royalty cuts and/or SP profit from shareholding investment. I think they will show their hand in October after the next fundraise.

Mmmm....I personally thinks it's a tad more complicated than that...

Two clues...

1. RH said something on the lines it would be easy to cover a couple of Heights payments...my take is there will be another £3m fundraise in early October to cover the next Qrtly.

2. Somewhere we were told Avacta only needs about £25m.

I think the fundraise shares will be sold onto US investors which will be how HCRx raises funds to then loan back to Avacta.

There will be several parties/stages involved in the transacting including Peel Hunt USA. It's nothing unusual..in fact it goes on all the time.

The end result will be the next Qrtly paid in cash and Avacta getting around £25m from HCRx to cover the rest of the Bond/Working Capital for the Products Avacta want to hold onto and take to market. HCRx will then sit and wait for Licencing/Royalty deals which they will loan against and this money will further Avactas inhouse trails/product development. If you're not convinced, just DYOR. There are plenty of examples out there incuding on the HCRx website etc.

Ice...ask pur new NED...he might tell you his remit with guys in US...the guys he's working with will invest at these levels for sure on a royalty basis if there's a deal in the pipeline which will secure them a slice of future action. The also have a fund based investment plan which again they could start with to keep trial going and get next profuct into clinic if a deal isn't going to offer up big upfront money until milestones met, more data is harvested and/or FDA approval is received.

All a bit chicken and egg but todays announcement is a door key and the first door to getting a specialist investor onboard has been opened.

Ice..it was a dump...sold below asset value and £6m hit on accounts..but that's what was needed to get specialist investor on board which I think will be the next step...

BV...their last reported change was a year ago...why didn't the Avacta qrtly admissions reduce their short percentage each time or is this just an annual adjustment being made rather than a shopping spree?

It's quite rediculous trying to put a value on Avacta/IP. It's only worth what someone is prepared to pay and right now Avacta is not for sale and their products are only available on a Licence or Partnership basis.

More data, P2 underway for AVA6000, 2nd product in clknic and FDA approval will all add value but what that value will be is simply a guess.

For me. I would simply like to get back into profit which isn't too far off and from that point it's hopefully going to be a steady ride North...

Volumes and SP increase/decrease

Date Vol. Change %

Jul 24, 2025 5.88M +15.88% 10,833,333 admitted 08:00

Jul 23, 2025 5.69M +2.79%

Jul 22, 2025 1.36M +0.74%

Jul 21, 2025 2.94M +3.85%

Jul 18, 2025 1.59M -5.11%

Jul 17, 2025 6.42M +5.38% £3. 1 million Fundraise RNS

Jul 16, 2025 716.73K +1.56%

Jul 15, 2025 746.35K 0.00%

Jul 14, 2025 1.91M 0.00%

Jul 11, 2025 1.60M +1.59%

Jul 10, 2025 702.40K 0.00%

Jul 09, 2025 1.92M 0.00%

Jul 08, 2025 956.22K -1.56%

Jul 07, 2025 1.98M -1.54%

Jul 04, 2025 5.96M +1.56%

Jul 03, 2025 2.55M +4.92%

Jul 02, 2025 2.05M 0.00% AGM

D-Geeman...and what about the sugar and high sugar sauces that get put onto the starchy foods...no mention of those...

Chronic inflammatory conditions encompass a wide range of diseases where the body's immune system is persistently activated, leading to long-term inflammation. Some common examples include autoimmune diseases like rheumatoid arthritis, lupus, and psoriasis; gastrointestinal conditions such as Crohn's disease and ulcerative colitis; and respiratory issues like asthma and COPD. Additionally, cardiovascular diseases, certain cancers, and neurodegenerative diseases like Alzheimer's and Parkinson's are also associated with chronic inflammation.

Inflammation. Inflammation. Inflammation..

We in the West now have an extremely high carb diet...fats don't kill...carbs do...

Can PreCision only be used for targetting cancer tumors?

Can Affimers only be used to improve cancer targetting?

Is Avacta going to only licence their PreCision/Affimer tech for oncology purposes only?

Mmmm! Some hints in recent RNS's/AGM presentation...

If the SP was £2.63 yoday that wojld value the comoany at £1b wouldn't it?

Aldebaran...that would value the SP at just over £30...

Now are they UK or US based???!!! Wink wink...

BV..I suspect one or two investors bought the placing shares and have sold a dollop to a mate or two for a small profit...

Now hand on heart tell me this isn't a large order going through in dollops to avoid the SP rising...and could well be dark pool based.

22-Jul-25 17:07:29 34.00 30,000 Unknown* 10.20k O

17-Jul-25 07:56:00 30.00 231,000 Unknown* 69.30k O

17-Jul-25 07:56:00 30.00 -231,000 Unknown* -69.30k O

22-Jul-25 16:42:11 33.75 100,000 Sell* 33.75k O

22-Jul-25 16:29:05 33.945 7,364 Sell* 2,500 O

22-Jul-25 16:27:24 33.945 5,000 Sell* 1,697 O

22-Jul-25 16:25:29 33.945 5,897 Sell* 2,002 O

22-Jul-25 16:19:21 34.25 1,982 Buy* 678.84

23-Jul-25 08:00:16 34.245 562 Buy* 192.46 O

22-Jul-25 17:53:01 34.00 200,000 Unknown* 68.00k O

22-Jul-25 17:17:35 30.00 750,000 Unknown* 225.00k O

This is AIM and it's not as highly regulated as the FTSE...so I guess...!!!!!

Now I suspect she knows her onions...