Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Results could be so good that the attitude is just crack on, we’ll sort out various dosing levels and intervals further down the road. The FDA seem quite proactive when it comes to saving lives, and this is what this is all about. Anyhow, not what I think will happen, but it could
So if we’re going to go down the avenue of ‘ifs’, what if the results on first line patients in C7 have been so good that the fortnightly dosing has been scrapped and it’s straight into P2? Might explain the need for funding but ‘if’ that news drops where would that leave the shorting crew!!
They might bring healthcare investors onboard before releasing game changing data and license deals. They get in cheap. We get protection from lowball offers, but also, once data and deals land, share price can appreciate as funding is also secured
The funding is required for p2 and ava3996 ind, and ongoing general business costs. They have funding until the back end of this year. It’s probably also wise to have a decent balance sheet whilst negotiating license deals for your tech with other companies to avoid lowball deal offers. There isn’t a panic as yet but as the company have said they are always considering their options. I personally feel an II to firm up the share register so when data drops we are funded and protected from low ball takeover offers.
But these rumours are coming from folk including the purchases of launch and Corris in cash burn, they’re hardly well informed. The level of fud and funding chat on here and twitter has been woefully poor. To me it suggests an Ill informed telegram shorting exercise exploiting a news vacuum.
So you’ve got 500k shares Sheepy, where do you think the value lies? Is it in Ava6000, 3996, is it in the potential to bolt the precision molecule onto another warhead. Or is it the potential of tmac with the affimer combining with the precision platform? Of course there is affyxell as well, I tell you what, tell me what affyxell is?
What is Gst’s TAM? Is it if not 10’s then 100’s of billions? Thought not. On the other hand Avacta are on the verge of a paradigm shift in Oncology, game changing, holy grail. Quotes from serious professionals. 300 mil mcap will prove to be a steal. Have a look what Clovis for a comparable, but far inferior tech, got brought for in a fire sale. Not all companies in all sectors are valued the same as beans are in different supermarkets. Some are aiming higher and are further down the road.
If you think it’s worth 50 p then wait for that entry point. In my opinion £1 will be seen as a bargain shortly. Your argument around earnings to date would be relevant if this were a supermarket but biotech on the cusp of a paradigm shift in Oncology probably won’t perform like a supermarket. deals get signed and further data adds to the case. Remember we have been told by several members of the board that the WHOLE platform has been validated. Others have already filled you in with what Ava6000 will, in Pharma terms, shortly be worth. Good luck on 50p entry point