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Seriously Goldieloc13? Buy more AVCT today then, and short Fidelity China Special Situations. Good luck.

Hurstbot of a program written by jokers.

We can all believe what we want. I believe I'll have another beer.

ES, you've joined the dark side!

As has been said here, it's very easy for Avacta to exclusively license Affimers for diagnostic use to whoever buys the Dx business if the whole diagnostic Affimer IP can't go with the Dx business.

Sujood is a joke account that no one should take seriously.

"It’s far more likely that we are sold before raising enough to get well into P2. That’s just logic."

That's not the whole story. We'll need to be fully funded for Phase 2 or the big dealmakers will just wait and wait until the share price collapses as the spectre of another raise looms. One might say that would lead to a bidding war but that'll not necessarily be the case as whilst the basic premise of pre|CISION™ is proven and AVA6000 seems to be proven and AVA3996 looked as though it was being proven, the recent Spotlight video showed that tweaking of the various parts that make up the whole molecule is needed to get each prodrug to work optimally and it has then to be proven that the resultant bits that fall off when cleaved are inert or at least not toxic as well as the whole molecule only being acted on by FAP and none of the other enzymes present in the body, especially the liver.

FAP cleaves the IP-protected peptide link that is the essence of pre|CISION™, but each prodrug needs to be individually designed and tested. pre|CISION™ is not a plug-and-play platform.

I have the OP on filter so don't know what this was about and as no one else seems to know I won't bother trying to find out.

I'm only posting here to say that the pre|CISION technology platform is not precision medicine. A quick Google search for precision medicine or precision oncology will make the distinction clear.

Re the deals done during early clinical development that are cited by MM, one must remember that the 'bigger' the prize, the bigger the potential, the bigger the price it commands, the more proof of that potential is required.

It's all eggs and chickens. Don't put all your eggs in one basket and don't count the eggs as chickens until they hatch.

HurstBot is as useful to this BB as the singing bush was.

https://www.youtube.com/watch?v=aLqIWd10ccY

A message for the 🤡 that is HurstBot:

"Precision oncology is defined as the molecular profiling of tumors to identify targetable alterations. In simpler terms, it's the science of using a patient's genetics to create a treatment plan targeted to the molecular characteristics of their cancer."

https://na.geneseeq.com/precision-oncology/

In simple terms for the 🤡: pre|CISION, or more strictly written as pre|CISION™, is a trademark (a recognizable sign, design, or expression that identifies a product or service from a particular source and distinguishes it from others), part of Avacta's intellectual property, whereas the 'precision' in 'precision medicine' and 'precision oncology' is exactly as described in detail on the webpage cited above. The two things are not the same.

But no doubt HurstBot will continue to find and post irrelevant precision medicine trash.

Breast cancer was included as a possible indication in Phase 1a because such cancers are FAP-positive and common. I don't know whether any breast cancer patients were recruited. If none were, then Avacta would have zero data about the effectiveness of AVA6000 for any of the breast cancer sub-types.

I'd say the chances of Avacta developing AVA6000 for breast cancer are, for all practical purposes, zero without a partner doing the heavy lifting as many large and expensive trials would be needed.

I don't know where the idea of AVA6000 being trialled for breast cancer came from. Was it the Twatterati?

I find it best to ignore all the 💩 on Twitter.

Exactly as I predicted, the super-ramper Aldebaran, formerly the super-ramper Monkeysponge who disappeared immediately after the 13 December 'AVA6000 data reveal', disappeared on 30 September immediately after the interims business presentation. Probably bought at the low and will come back super-ramping when the share price rises ahead of some presentation event. The 30 October R&D Spotlight may be too soon but time will tell.

I hope no one was fooled by that trader's verbose shtick.

That would value the company at £582m. Do you think that is realistic?

Did CC say "during October"? There are two poster presentations in Barcelona before the R&D day so that's two bits of news in one or two announcements. Difficult to think that anything else about the pipeline could be released prior to the 30th.

Big pharma require proof in Phase 2 because the pharma industry is, despite what one might think from the mega-dollar deals but really because of the size of those deals, a conservative industry where few CEOs are prepared to stick their necks out (failure can be very unforgiving) and spend those megabucks on new areas - unless everyone else is doing it. Lemmings, if you like. So after the first major deal, as long as it doesn't exclude deals with other companies, expect the logjam to clear and deals to come thick and fast and potentially to be of increasing value.

The pipeline (30th October) will need to come with positive initial in vitro and animal study data to give it credibiity but it will also imply a huge funding requirement so I can't see that shifting the share price except temporarily.

The sale of Dx could be any time from now until... How much it will shift the share price, and in which direction, will depend on whether Avacta are seen as achieving fair, or better, value and an estimate of how long that will extend the cash runway.

What would shift the share price up would be an enthusiatic Myles McNulty Xcreation...

Given how much this share swings to overbought then oversold and back again I fully expect a recovery that will be lept on by traders and investors but the wise investors will have been buying now before that upswing fully starts.

The science is derisked. Now just for the funding.

The pipeline work started long before Alan left and I wouldn't be at all surprised if it originated and is being led by Bachovchin at Tufts, e.g. (just pulled out of the hat) https://patents.google.com/patent/WO2022094262A1/en

It's looking very much as though Cuddon's hatchet job on Avacta is going to achieve the price his paymaster wanted.