Member Info for Dubliner

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.

Yep also very happy to see the cash position and EBITDA ahead of what we expected.
A dividend to come too!
This should result in SP momentum from here.

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..

A bit misleading Mr Burton. Mr Holiday very briefly mentioned AVCT whilst discussing HVO - don't bother to listen would be my advice as there was not a lot of substance in the interview.

Presumably known locally as Evans the Fantasist.....

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

Yep just listened and feeling very hopeful for next year.
Mo is a very safe pair of hands it would seem.

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.

It is probably my age but my first thought on reading the news was;

https://www.youtube.com/watch?v=OMrNDnU6PPk

These guys seems to know how to pick a good investment!
They already well 'in the money' and would imagine they will convert to shares quickly post PH1A nes (assuming it is as we hope)..

All, in case not seen there is an interview on V O X under the Video section done by Paul Hill with Adam and Alistair. Worth a watch for any investors left here!
Interestingly Paul kept saying ‘we’ like he was invested here but he has not declared that previously.
I think if we are patient things can turn around.

And what is the most important aspect of hitting a rounders ball; Precision (how many more clues do folks need)...

Nice little plug for us on V O X (I got link via twitter) with Paul Hill interviewing Jamie Constable at Singer. Worth looking for it. Paul seems interested too so no doubt will get mentioned again in future updates.

Claire, heard a hot tip from a chap named Aviator. Apparently he knows his onions; LOL

Not posted here for a while.
I was surprised at the anger / vitriol over the placing yesterday as most folks new this was coming at some point.
Yes there were warrants issues with the new shares but these are are a price a good bit higher than the current SP and only have a duration of six months and therefore obviously align with a possible Pioche sale completing.

Remember from recent Half Year report SRES had £183.9K left at end March so some funds were needed but PC obviously wanted to reduce the dilution for a larger placing.

There has also been very good news since the Half year results with the Caltrans approval and (significantly) the option to sell the Pioche project and retain an NSR.
Whilst not a done deal until the cash is received there is a good chance that SRES will receive the equivalent of around £800K if the sales goes through post the 20% payment to the intermediary and converting from $ to £.
Pioche was a recent and unexpected bonus and if it happens then the Company will be funded for at least 2 years allowing them to hopefully get an offtake deal for CS and no doubt to do further work on Hazen too.
These are tough times for many AIM stocks, I could list lots that are up to a tenth of their recent valuation.

Whilst there are one or two idiots that post here most folks are decent and I wish those all the best and that things come good here.

My div in species shares just became available in HL account!

Dave, your’e a lazy t**t!
Hope that helps.

Hi Moniman, the recent SP recovery in AVCT is almost entirely due to the phase 1A trial of their Precision chemo prodrug. A very strong Investor Meet presentation per Results on Wednesday had multiple pointers to things going well. The Chinese connection is for one of AVCT’s JVs (Affyxell).
For disclosure I hold both but AVCT and ORPH and pleased to see both recovering from large SP drops.
I have seen a few clueless folks here talking about AVCT like they were an LFT only play. Their LFT has had issues but they have way more things going for them than that.
I felt it was worth pointing this out.
Hoping for more contract news here, Cathal said they come in waves so let’s hope!