Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
MMs trying to generate a market for people to trade ? Thats how they make money. The try and tempt people to buy and sell. What I'm unclear about is how much flex do they have ? I mean can they literally destroy the SP of company on a whim. What protections or rules are there ?
Sorry if someone has mentioned this before.....
What is the cost of producing the Pre-Cision Delivery System ? i.e. how much more expensive will Pro-Doxorubicin vs simple Doxorubicin and will that be a inhibiting factor if and when the delivery method is proven to be successful.
i.e. great product too expensive.
If anyone has any info that would be great.
MrRipley : On balance I think you could be right..... after all AS is defo no salesman, so he cant be selling thin air. If that's the case there should be an RNS at 7am on Monday, as it would be illegal to divest info to II and not PIs anything price sensitive.
In that case maybe its a bit of both. Hit the investors & market with some great data but also stress that AVA need additional funding. That could make sense as if data is good the potential as we all know here is MASSIVE.
I hope I'm wrong and I genuinely hope there is massive good news regarding the efficacy of AVA6000.
I do believe there will be at some point.
However I do think these roadshows are to attract IIs into the business to keep it funded.
Reason:
At many stages (if memory serves me - which it may now) Avacta have said the LFT sales will help reduce the cash burn and fund the therapeutics side of the business. A month ago we have no LFT and no sales. Now AVACTA are doing a roadshow to IIs. I don't think it needs a genius to work it out.
Unless we get a 7am RNS Monday I think the above will be the likely reason for the roadshows as there is no way AS can say anything price sensitive to IIs and not the whole market.
GLA
Of course other tests pick up Omicron - thats why we are seeing infection rates of 100,000+ per day for last month or so. To stop sales must mean the Avacta test is WAY off the mark vs the tests currently in circulation. :-(
Very interesting but without HUA I’m not sure we will benefit
Hopefully this could mean they will push through emergency use authorisation, in which case game on
Like always with avacta however I let’s wait and see and not get too over excited ??
also on their LinkedIn page
https://www.linkedin.com/posts/avacta_download-our-application-note-to-view-the-activity-6868837393378660352-O1eH
not sure why they are posting this though - its nothing new ?
Totally - I don't object with shorting in tghe main - however backing against a company with potentially life saving products is literally saying I don't want them to succeed so I can make a bit of cash.
If Reddit managed to gain momentum with a computer game company surely burning shorters that are hoping that peoples lives are not saved, would be a banker!
Even more exciting is the current market is indeed circa $1b according to Avacta. What they didn't say in this presentation that they have previously, is that the preCISION version of the chemo drug opens up the market even more as it can treat a greater number of people. Currently older patients and patients with weak hearts cannot take the chemo drug in its current form. So that market size could conservatively double as by definition the older you get the more likely you are of developing cancer.
GLA