Member Info for Bella6532

Oh pipper447 may I suggest you now do some research on the subject...

If they do spin-out DX at some point...it can be listed as a separate company under a new name and existing shareholders could be shareholders in both companies. This then allows DX to carry on with it's M&A policy if they so wish and for both companies to realise their own potential and should TX be taken over or if worst happens and the trials fail then at least existing shareholders will be left with their DX holding.

I'm not saying it will happen but it could and would certainly explain the fundraise, website and AS comments re finance and shareholder value etc etc...

I also mentioned (again to see who was listerning) they could pay off the Bond...but this would not apply with a Spin-off and wasn't picked up by anyone so I take it many don't understand a Spin-off.

Icecool...I was very specific in my post...and said Spin-off not Sell-off...

'A spin-off, split-off, and carve-out are three different methods of divestment with the same objective: to increase shareholder value.

A spin-off distributes shares of the new subsidiary to existing shareholders.

A split-off offers shares in the new subsidiary to shareholders but they have to choose between the subsidiary and the parent company.

A carve-out is when a parent company sells shares in the new subsidiary through an initial public offering (IPO).

Most spin-offs tend to perform better than the overall market and, in some cases, better than their parent companies.

Spin-Off

In a spin-off, the parent company distributes shares of the subsidiary that is being spun-off to its existing shareholders on a pro rata basis, in the form of a special dividend. The parent company typically receives no cash consideration for the spin-off. Existing shareholders benefit by now holding shares of two separate companies after the spin-off instead of one. The spin-off is a distinct entity from the parent company and has its own management. The parent company may spin off 100% of the shares in its subsidiary, or it may spin off 80% to its shareholders and hold a minority interest of less than 20% in the subsidiary.'

Bridgedogg1...you might find this of interest:

'The Nasdaq Capital Market (Nasdaq-CM) is one of three listing tiers on the Nasdaq exchange, specifically for companies that need to raise capital.

Companies listed here may be small companies with a need to grow capital or shell corporations designed to raise capital in public markets for the purpose of acquiring other business entities.

Companies that don't qualify for the Nasdaq National Market trade on Nasdaq-CM.

Nasdaq Capital Market companies are required to meet a net income standard of at least $750,000, a minimum public float of 1,000,000 shares, at least 300 shareholders, and a share bid price of at least $4 (with certain exceptions).'

Bridgedogg1...you might find this of interest:

'The Nasdaq Capital Market (Nasdaq-CM) is one of three listing tiers on the Nasdaq exchange, specifically for companies that need to raise capital.

Companies listed here may be small companies with a need to grow capital or shell corporations designed to raise capital in public markets for the purpose of acquiring other business entities.

Companies that don't qualify for the Nasdaq National Market trade on Nasdaq-CM.

Nasdaq Capital Market companies are required to meet a net income standard of at least $750,000, a minimum public float of 1,000,000 shares, at least 300 shareholders, and a share bid price of at least $4 (with certain exceptions).'

Icecool...re white board in video showing approval after P3...I was not knocking your posts..just pointing it out as it might be confusing for some.

Gr33ning68...no that's why I didn't reference AVA6000 in my post. Approval after P3 is the normal end point and obviously does not take into account early approval paths which as we know in certain circumstances is possible. In fact, I posted up just such an example a few days ago.

I agree with Ice, FDA approval is where it's at.

Icecool...'AVA6000 will get approved when it’s ready to get approved, you might be beholden to a timeline,'

On the presentation board in the latest CC video it shows approval after P3...???!!

Jive_turkey...yes I would normally agree with you regarding not paying off the bond with cash...however, I did say all or part.

The Bond was issued based on:

'The funds raised pursuant to the Fundraise will also provide Avacta the balance sheet flexibility to continue to execute an M&A led growth strategy for its Diagnostics business, invest in those acquired businesses to drive growth, and to provide working capital for the wider Avacta group.'

I addded paying off the Bond in full or part because if a fund or funds are involved they might call the shots on this and might prefer to fund Avacta themselves.

All speculation though, of course...

Timster...yes you too could be right...

We will only know on Tuesday but if something financially significant is taking place they will have to tell us.

Sigh!!!!

Saint68..yes you are absolutely correct...unlike the single-vote rights that individuals commonly possess in democratic governments, the number of votes a shareholder has corresponds to the number of shares they own.

I was just checking to see who was listerning...haha!!!

Now here's something for you all to chew over...

In Early 2022 the SP dipped and rose again in just under 4 months as follows:

31 Dec 2021 SP = 126.36

03 Mar 2022 SP = 41.39

22 April 2022 SP = 142.43

WHY....well, did someone know what was going on and wanted some cheap shares?

03 Feb 2022 RNS re AVA6000 Dose Escalation in P1 and then no further news for exactly 40 DAYS...then we get

16 Mar 2022 RNS Avacta sells the Animal Health Division...bingo!!! COINCIDENCE or WHAT???

This was a 40 day news blackout due to the sale of a company Division...not due to a fundraise or results closed period.

So what news are they going to give us on Tuesday in addition to the Results...???

Something to do with DX perhaps...a Spin Off perhaps...

A Spin-Off is when a parent company sells a specific business unit or division, i.e. a subsidiary, to effectively create a new standalone company. As part of the spin-off, the parent company's existing shareholders are given shares in the new independent company. Is that why DX is no longer really visible on the website?

Now if they Spin-Off DX then the proceeds could pay off the Bond - hence the reference to Cash payment in future (you have been told but not how much) and existing shareholders don't miss out because they get shares in the new company too hence the comment about shareholders don't need to worry about finance.

End result = Two stand alone businesses TX and DX in which existing shareholders have a holding in both and the DX Bond is paid off in part or full and TX is fully funded for next couple of years.

Question is who is involved in this and what connections do they have to the European Fund...

Is the European Fund one of these:

Medicxi, Pfizer Ventures, Gilde Healthcare, Advent Life Sciences LLP

Has one of the above invested heavily in the fundraise and they dictated the raise discounted price. At the same time they've brought someone to the table (one of their portfolio) who is keen to take on DX and facilitate a Spin-Off and the 50p SP was to facilitate such a deal/give existing shareholders shares in the new company plus pay-off the Bond.

If the European Fund is one of the above having invested heavily in the fundraise, they too would be an exiting shareholder in such a Spoin-Off of DX and would benefit from new shares/ownership too and hence the 40 day news blackout...our second not first.

Guys please stop squabbling amongst yourselves...open your eyes to what really could be going on.

All the above companies are invested in Levicepts.

Look at the Board of Levicepts....Elliott Foster is CEO and was only brought in at the back end of last year...WHY HIM???? and look who he reports to/sits next to/talks to...

Irena Melnikova, Ph.D. is a Partner at Pfizer Ventures.

Francesco is a co-founder and Partner at Medicxi.

Raj Parekh is a General Partner at Advent.

Arthur Franken is a General Partner at Gilde Healthcare

https://www.levicept.com/management-and-board

Where is the proof AS does not like PIs...

Any vote by shareholders is 1 man 1 vote so a PI with 10 shares has just as much sway as an II with 10,000,000.

Day to day trading does benefit the company financially regardless who does it. Only shareholder based fundraisers actually put a few quid in the companies bank. Most fundraisers rely on a few IIs to come up with the big bucks. Due to rather tiresome, long winded and expensive drug development costs and obligatory trial companies like Avacta need to raise shed loads as the R&D costs grow over an extended timeframe. Due to this, it is important to hold onto/nurture the II investors. This does not mean PIs are not liked.

Anyone investing in Avacta or other similar companies at this stage or earlier should realise how the need to raise funds works and that it would be over years not weeks. Don't blame others for your lack of research/understanding.

Volumes since 18 March

Date Vol. Change %

26/04/2024 5.62M 8.44%

25/04/2024 2.87M -0.66%

24/04/2024 4.27M 1.80%

23/04/2024 4.34M -0.22%

22/04/2024 6.17M -8.04%

19/04/2024 2.98M 1.04%

18/04/2024 2.78M -3.52%

17/04/2024 1.92M -1.97%

16/04/2024 1.48M -1.46%

15/04/2024 1.81M -0.48%

12/04/2024 1.87M -1.43%

11/04/2024 1.80M -2.78%

10/04/2024 5.05M 0.47%

09/04/2024 2.92M 0.47%

08/04/2024 10.09M 1.90%

05/04/2024 4.11M 3.96%

04/04/2024 2.75M 2.02%

03/04/2024 1.97M -1.49%

02/04/2024 2.68M 1.01%

28/03/2024 3.37M 1.53%

27/03/2024 4.17M -3.73%

26/03/2024 2.17M 0.30%

25/03/2024 2.49M -0.98%

22/03/2024 2.94M -1.44%

21/03/2024 3.11M -1.33%

20/03/2024 2.14M 1.35%

19/03/2024 3.74M 2.46%

18/03/2024 5.81M -2.87%

Livedataaccount...'Anyone got any thoughts on what the CEO can now discuss once the 40 day blackout has passed?'

I've already made my thoughts known regarding the unknown European Fund...who are they, did they dictate the fundraise price and what are they going to do for us...??????????? and why mention a cash settlement in the latest Qtly Bond payment???? How likely is it or was it just a suck up to PI's. If it is likely, will it be from new cash input (income or milestone money) or simply using the Bond money or Fundraise cash to setttle. This comment needs explaining properly.

Bridgedogg1...'I would absolutely love to see mention of a US listing'....not sure we meet the metrics for a NASDAQ listing just yet...will have to show profits for several quarters. A RTO is the only way right now without being taken over ourselves.

Dual listings aren't always beneficial unless you Reverse into a Listed company with a track record and that will cost us unless it's done on a share basis.

Personally I don't think we're ready just yet.

And it's their paid eediots who keep popping up on here spputing nonsense...don't acknowledge them...don't engage...

Avacta Group plc

PRE|CISIONPIPELINE

Internal

pre|CISION™ AVA6000 – FAPα activated doxorubicin - Phase 1

pre|CISION™ AVA3996 – FAPα activated proteasome inhibitor -Pre Clinical

AVA028 / 032 – PD-L1 Affimer® / ImmunoCytokines - Research

AVA021 – PD-L1 Affimer® / LAG-3 Affimer®- Research

TMAC® platform - Research

Undisclosed targets - Research

Now if you are developing a new drug would you look to trial that drug as it is and with a PreCision warhead. Seeing how PreCision has so far exeeded all expectations dose wise, it would certainly be a good sales point if Avacta is looking to target bothe the existing and new drug market places.

Mmm..Approval clearly shown on the chalk board after P3...

Targetting directly into the tumour reduces damage to other organs, nasty side effects and allows for higher dosing...

The first too add huge value for patients...the latter if it leads to faster cancer cell death is a huge bonus.

What is not to like...?

One in Two get cancer nowadays...derampers are not immune and to try and take down a company try to find a better method of administering these very toxic chemo drugs is not a good look...

Blaming Avacta for your own investment decisions is soooo dumb...