Member Info for DonaldTrumpsWig

Very interesting thread and as it's the weekend, a little speculation as to whether anyone agrees that there are quite a few pointers to suggest that AVCT could be considering a move to the US? particularly the TX division.?

CC is US based, Neil Bell & Fiona Mc aren't

AVA6k P2 trial is US based

The ODD incentives for STS are for the US

The Co seems more concerned with achieving FDA approval as opposed to the MHRA

AS has publicly stated his disillusionment with the UK investment community

The US investment community for pharma is far larger and more sophisticated than the UK

I don't think it's entirely unreasonable to speculate that moving the TX division to the US headed up by CC could be a possibility and feel that such a move would certainly increase the profile of the Pre/Cision platform.

That MM tweet hasn't stood the test of time particularly well, however in his defence, he's not the first, nor last I expect, to be completely wrong when it comes to predicting when we can all expect to see the elusive, mythical, fabled, perhaps imaginary, inflection point

Much more importantly, a great deal of what MM wrote several years ago in his 'Aim Chaos' research notes has proved to be accurate. Let's hope his predictions of what happens next, especially relating to Pre/Cisions advantages over ADC's prove to be equally pertinent.

Absolutely LL and another great find gmcc. Clearly not easy to develop targeted therapy's using FAPa as a biomarker. Many, now including Roche it would appear, have tried and failed.

Not only have AVCT succeeded they have succeeded at a level of specificity greater than most, probably including themselves, dared hope

When efficacy is formally demonstrated, (many would say it already has) then what value the Pre/Cision platform to someone like Roche?

As always, ignore the noise and remain patient. Have a good weekend all

It will be quite a change for CC

Typically, executive directors are responsible for the day-to-day management of the business where non-execs oversee the execs.

Typically a non-exec will only be in the business for a limited time each month, offer their overview and advice before disappearing and leaving the execs to get on with it.

It's a big shift for a non-exec to become an exec and I'm not sure how this will operate if she is based in the US.

Unless of course the Co is expecting a big US based trial roll-out with associated regulatory work requiring full time team on the ground.

It's actually quite bizarre gmcc.

The pharma industry speaks almost incessantly about targeted/precision therapy's being the future of oncology and there seems to be almost non-stop M&A activity around ADC's and yet AVCT and Pre/Cision appears invisible.

I've said before that it reminds of the movie The Big Short where only a handful of perceived nutters can see the paradigm shift on the horizon whilst all the 'clever' people are unable/unwilling to see what is coming.

Will the AVCT ending be the same as the film?

In fairness Sage, Myles and Rah always back up their opinions with their reasoning. It is therefore the readers responsibility to decide if they agree with those opinions

If anyone is stupid enough to buy (or sell) shares based on the opinion of anonymous posters on a BB without doing their own research then that is on them. They certainly shouldn't blame anyone for posting, what is clearly (unless they are breaking the law and have insider information) nothing more than an anonymous opinion.

I value the research, the understanding and subsequent reasoned opinions of Myles, Rah, Jive and several others. This BB can be a great resource of research with many excellent posters finding and posting links to interesting articles. it is also great to hear how others interpret the data and the content of RNS's and I for one have no problem with reasonable (and polite) criticism of the Co

Having said that, any investment decisions I have made are mine and mine only. As the old cliche goes, DYOR

For binning Thorn/Eggy and the subsequent nonsense that always accompanies his 'contributions.'

Clearly a wind-up merchant, it seems that at last, LSE are enforcing their policy that this BB is for 'private investors' and as Timster has pointed out on numerous occasions, Thorn/Eggy isn't an investor.

Couple of things Trendz, firstly, you are stating a poorly researched, unsubstantiated opinion on the Co's cash burn, then challenging people to prove you wrong. That's not how debate works, the onus is on you to explain how you have arrived at your opinion and then let others challenge you.

Secondly, you don't have to exist in an echo chamber to understand that it is morally reprehensible to seek to profit financially from the failure of a company seeking to alleviate the dreadful side-effects of chemotherapy. There is never, ever, a justifiable excuse to short AVCT or any other company attempting to help cancer sufferers.

By doing so you mark yourself out as a disgusting low-life and as such shouldn't be surprised when people like Ian Fox offer you zero credibility.

Last time I looked Premier Milton held just under 400,000 shares in Avct.

The bloke speaking who, we assume, sanctioned that investment doesn’t know the difference between Tufts and Leeds nor the status of the current clinical trail

This guy is a professional investor who by his own admission has been investing in Avct for many years.

And we wonder why AIM doesn’t have a clue and the SP sits at £1

Ive said it before, but it really is the case that outside of the company only a select few LTHs really have the vaguest understanding of the potential here.

Soon the world will know but I just wish I knew what the catalyst for that awakening will be? Because everything that has been revealed so far has been met with almost complete apathy.

The share price by definition is the 'market's' opinion of what a company is worth. Is the market correct? Is the market fully researched in reaching this opinion for AVCT? Does it deal in facts or does it deal in generalisations based on industry sectors, previous success/failure rates? Previous COS rates?

The facts are:

Cancer is not going away

There is a market for targeted/side-effect free chemo

BP is investing in targeted chemo therapy's, ADC's

The AVA trial has exceeded all expectations at P1a.

AVCT owns the IP to Pre/Cision and the Affimer platforms

AVCT are pro-actively recruiting a strong senior management team

Lots of precedent to suggest that BP are keen to acquire/license innovative small cap pharma Co's

Read the last few RNS's, listen to the December P1a update, read the Q&A again and then ask yourself if the SP was £2 this morning or even £3, would you be selling? Not me

I always got the feeling Fiona Mc didn't enjoy presenting/public speaking. CC on the other hand seems a natural.

That very thought crossed my mind too Starbright, and the exciting thing for us LTHs is for AS to do that he would almost certainly want to time his exit to coincide with a sale, merger, NASDAQ listing?. Hence enabling him to take some cash off the table for his retirement.

Great to see AIM investors fully appreciating the significance of a senior industry consultant taking the somewhat unusual decision to relinquish her independence and go 'all in' as an employee with a virtually unknown, tiny biotech from Wetherby.

I wonder why she did that ??

'game changing pipeline' caught my eye too...we can file that alongside 'paradigm shift' and 'start of the value curve' and 'transformational period' etc etc

Worth remembering that once AVA6k is fully validated, then std Dox becomes obsolete overnight. It will transfer from being a front line drug to become a component part of a much more potent therapy.

Ava6k will not simply replace std Dox it will create a whole new market of its own, a market that will dwarf the existing dox market

Great post last evening from DaddyPig, with plausible scenarios on how things might unfold from here.

Whilst the wait is frustrating the potential timeframe could allow one, possibly two, opportunities to max-out your £20k tax free share ISA. At current prices that could equate to an extra (circa) 38,000 shares.

Therefore if you have £40k to invest or switch from other shares, or SIPP or investment account etc, using the Acerta valuation of £7 billion, that would see your £40k become worth £950k, tax free.

Perceived delays at this stage of the company's development cycle shouldn't always be seen as a bad thing. As DaddyPig points out, trial data, license deals, approvals only add to the enterprise value.

Also worth remembering Tim is that he posts simply for the attention and to elicit a response. he is a narcissist and wants only to provoke discussion that he can be at the centre of.

Ignore

You only need to look at this mornings sports news headlines to realise that this dreadful disease can and probably will touch all of us.

When focussing on the daily SP we mustn't lose sight of the fact that this small company from Wetherby, who we are all supporting with our hard earned money, is potentially on the cusp of improving outcomes for millions of cancer sufferers

It will take time, there will be setbacks and the wait can be frustrating, and remember that only a relatively small number of us are aware of the potential of this incredible platform.

As always, the thing needed most right now is patience

Woland, Viking would struggle to understand your question let alone provide you with a sensible answer

Thanks JT, when would you estimate we shareholders might receive an update on the second arm?

Assuming it is already (or very close to being underway) and for obvious reasons progressing quicker than the 3 week regimen, is it your expectation that we will (as with P1a) receive a truncated update with the full data set scheduled for a future industry event?

Thanks as always for your valued and considered opinions.