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Hi DJF, I recall you from one or two other stocks I have been involved with.
I recently re-bought a position here and was stupid to have sold my original holding (bought early 20s and sold not much higher - doh!).
If investors here have not seen it would recommend registering and looking at the presentation below that was flagged in the Full year Results RNS. I found it very encouraging indeed and this time I plan to hold!
ttps://webcasting.buchanan.uk.com/broadcast/640f4ab0e57d7909a3e206e3
I am looking forward to seeing how Q1 closed out Revenue wise and what how things have shaped up in April and May.
Nice to have that interview. I get the impression AS has heard the frustration from investors viz a viz comms based on some of his comments. We just need patience from here and am convinced this is going to be a brilliant investment over the medium term.
Key message (I guess) is we have another challenge model nearly ready to go and we are speaking to folks who are interested in using it.
Pity Vaxart don’t want to do a trial for now but seems we had not included a potential trial for them in our numbers. Overall should be viewed as a positive ballets see what the market thinks.
Given the proposal for a comparison again Dox with 2 different AVA6K dose levels in a revised PH1B as per SD slides/prez.
Have we discounted possibility that one of the doses is the 4th dose cohort 200mg/m2 and the other dose could be an increasing amount using same criteria as PH1A.
We reduce timescales (no need to wait for PH1A to end), we immediately start getting a comparision of Dox versus AVA6K and we can still be working towards finding MTD.
We expect STS patients to see improvements versus straight Dox so why not just crack on with it?
I am not in the 100% club AVCT investment wise but closer to 50% a level I am comfortable with as approaching the big 60 this year.
Irrespective of how it impacts the SP in the short term I am very much looking forward to this Thursdays Science day. Relatively speaking we have been fed only occasional info on PH1A progress. We did not have a Results IM at end Sept and we now know that the funding from Susquehanna was imminent and AS could not realistically field investor Qs that close to such a pivotal event.
We are going to get a whole day of info and updates on Thursday, I only wish we could watch in real time.
Good luck to holders.
I just worked out a fraction over 20p same as extrader.
In other words he nearly hit the SP target with a couple of years left.
Good luck to him I say and great contract news today for APAC again
No problem Thornogson, you are welcome.
Ref Myles Investment notes I founds some snippets that I was not aware of but it is his analysis of the significance of known info that I find most useful. One thing I did not know was the reason we did not base 3996 on Velcade itself. Had never seen that anywhere...
Anyhow I think the SP momentum should continue up to the Science day.
All the best all...
A thought about the upcoming Science day.
Firstly it seems fairly clear to me that the recent Paul Hill / AS interview had some element of orchestration in that I believe Paul was not able to ask the sort of direct questions that some shareholders might wish to ask.
As we know there was no Investor Meet presentation last September presumably due to the expected PH1A results we were waiting for.
So getting to the point, I wonder if the Science day will be all Presentation from AVCT and KOL's or will these City types who have been invited be given the chance to ask questions of AS, FM etc.
I guess folks here would have many Q's they would like to ask - be interested in what other posters here would like to ask if they could ask say just 3 questions.
I guess there might be an Investor Meet at end March as the next chance for us to raise questions.
Three from me:
1. Has there been any evidence of tumour shrinkage in any of the patients in PH1A trial.
2. How much Dox was seen in the tumour per the 6 Biopsies compared with what would be expected ref 'straight Dox'
3. Have we had any discussions about licensing out Precision.
Will be interested to see what folks think.
Ref Fishboy's question.
I spent Christmas in Dublin and would you believe my Father in law had a Business Post paper dated 18th Dec sitting on the side. I thumbed through and blow me there was a whole page devoted to Cathal Friel in the News Focus section, titled the Sunday Interview 'Cathal Friel' by journo Ellie Donnelly.
The article had the usual stuff about his upbringing and stepping in to help his Father's business out. It had info on HVIVO and Open Orphan and stuff on Brexit (he thinks it was great for Ireland but leave that there). It was though a big pitch for POLB which he said is going to be 'our biggest deal'. He said POLB could become a $1 billion pharmaceutical company. Ref POLB he said;
It has a flu product which could help avoid future flu pandemics, oral vaccine technology and a oral GLP-1 diabetes product which could become the most valuable obesity treatment in the world (**I did not know about this one**).
Finally he said of POLB. 'It also has the world's largest repository of respiratory infectious disease progression data, and this data is invaluable for AI drug discover programmes which Poolbeg is progressing'.
My comment. I am out of POLB having sold the shares I got as part of the disposal around 8p some time ago but obvs wish I held on and may get back in. Speaking though with my HVO hat on it is somehwat frustrating to see the comments ref the DIM data and Cathal suggesting that POLB 'has it'. My understanding was POLB were given access to the data for a fixed period of time only but who knows what the plan is. Seems possible to me that Cathal is quite happy to let POLB have first run at this data to find drug candidates which is perhaps to the detriment of us HVO holders who would like to see him monetize it like he said he would. Am sure folks will have their own views on this..
Further to x54v's earlier post for those interested in such coverage.
Again on V o x I listed to discussion on Housebuilders and Healthcare with Paul Hill and John Hughman who authored the previous article. Worth a listen to chat from around 22 mins onwards around Healthcare trends and stock ideas.
A tiny url for it below.
Of all the stocks he could focus on John highlighted HVIVO and confirmed he is a holder of the stock himself and suggested the shares are cheap.
Would be nice to see some II's getting on board this year, remember we have our trading update on 25th Jan and hopefully that will go down well...
https://tinyurl.com/yem6wmte
Not a bad day for the Friel family what with AMRYT, POLB and the rise here.
He has had plenty of critics posting here but bet they would not mind being a pound behind him so to speak.
Let's hope he can work some magic here this year..
Like Retireby40 I too thought there was a chance of further DE based on the RNS wording.
If AVCT are wanting to escalate the dose it can only mean they are seeing an incremental benefit each time they DE or why bother!
We will know soon enough but the time gap between early Jan results and the late Feb meeting would make sense if phase 1A continues.
I am very confident, the recent fundraiser was the game changer for me.
Look at poor TWD to see how some Companies are having issues with raising funds.
GLA
Wiggly, remember the SP dropped a lot on 10th Nov when removal from the index become known to ‘some’ and it looks like short selling kicked off.
Great to have the explanation from StarBright.
Hopefully SP starts picking back up from today.