Member Info for F3rdinand

Shhh! Don’t tell the doubters- I’m planning a large top up in a couple of days

Thanks

Sorry, just catching up but was anything said about the CLN yesterday? Conscious the July payment is fast approaching and am hoping it’ll be repaid in cash! Did CC give any hints?

This placing has presented one massive opportunity for new investors/ LTH able to take advantage of the ridiculous low placing.

MATD now has nearly ten million in the bank with a market cap of around £30 million. This for a company that is very close to generating significant revenues is way too cheap. The market will have to apply sensible values soon!

As many had expected! Onwards and upwards!

The market has been sleeping on the license approvals. MATD should be sat between 7-10p now and building as the jigsaw pieces fit together into delivering first oil

Some gas got taken out of the rise by profit takers but I think there will be another onslaught this afternoon. 5p finish

With the permit MATD is a totally different proposition. I expect 7p will be reached within weeks

I personally would like to see some results from the first two cohorts in the 2W cohort well before August/September. If they are seeing some great responses (as I expect they will be) the. Surely that’s material information that needs to be RNS’d before all the cohorts finish?

When do people think the first read out in the Q2W trial will occur?

I was holding off buying shares while Al was in charge as his credibility was shot. Happy that a new direction was sought and will be putting my money where my mouth is today! The science is great and now we have a CEO to match

It’s very rare (unprecedented as far as I’m aware) that a company can be so specific in the recruitment of patients in a phase 1 study. There are massive forces in play behind the decisions that have been made (FDA/BP) and the two weekly has the feel of a phase 2/3 efficacy study.

I would be amazed if big pharma hasn’t bought AVCT by this time next year. We shall see

I’m pretty sure that lots of the large sells will be pre sold conversion shares. I make it nearly 5 million round number sells (25k, 50k, 100k, 250k) over the last two weeks.

Once the churn finishes this will re-rate spectacularly imo

Paradigm shift, next frontier, holy grail - these are all words being used to describe what AVACTA has!!

Anyway, I’m looking forward to Al’s presentation where I hope he concentrates on the commercial significance rather than just re-hashing it he science! GLA

Dr Banerji would know ;)

https://x.com/udai_banerji/status/1777778199289581619?s=46&t=kxIabKFV9rIshirb_ZbxHw

I disagree! Enlightenment is bound to happen soon - the market can not hold AVCT back much longer!

I suspect deals are (very) close to being struck also! Surely a higher chance of T/O now too

As the days and inevitability rolls on I’m sat here wondering at what point institutions start piling into AVCT. It will be at that point when the share price starts to reflect something close to what it’s worth. Seems to me that some specialist funds have to sit up and take little Avacta seriously now!

I mean Dox is dox and AVA6000 releases dox into the tumour so from now on in of course all efficacy results are going to sensational! Unbelievable how the market is sleeping on this one- seems like the biggest open goal investing in AVCT at a market cap anywhere below a billion! Very rarely do you get a pharma with such low risk! GLA

There have been a lot of larger round trades too which I would guess are forward sells. I hope so anyway or in a couple of weeks there will be 7 million to be dumped

I suspect a lot of the 125k and 250k sells are forward selling of the CLN? Hopefully the majority will be gone before the data is revealed and we can go on a run to a more sensible level