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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
Clearly wasn’t? Two early development specialists leave a company transitioning to clinical and business development stage. Clearly is to me. If it’s worrying you that much why don’t you sell up and leave us all to it? Oh I know, your not invested in the first place, and this is your excuse for some kind of weird social life.
There’s plenty of big Farmers round my way that probably could take Avacta out at the current price, but I’m unsure of their route to commercialisation. They’d probably end up feeding the affimers to the pigs.
If that’s your opinion Trendz, then maybe, rather than preaching to our delusional echo chamber, your time would be better spent selling your house , going on holiday, and coming back and buying two houses or even three come the 70p raise.
Talk us through Alastair Smiths commercial failures at Aviva Robin? Is it the Affimer platform currently in PD-L1 preclinical trials, the Affyxell collaboration in Korea, Ava3996’s IND application or the ongoing trial of Ava6000 in some of the most respected cancer hospitals in the US? Biotechs loose money until they hit the jackpot, few shots on goal there don’t you think?