Member Info for HighlyGeared

Mer400. Agree, seemed unnecessary. Given the ii's backing DNL looks like they'd potentially prefer to take it private. Shame as I've been ready to pounce for a while.

It was interesting at the AGM that AS made clear at the start that he was not going to talk about AV3996 during his presentation. That peaked my interest straight away.

Yeah, I've also blocked. Just tedious in the extreme.

Also Clovis going vertical again.

Very well said Ophidian.
Just made my last 20k buy. Now up to target. Time to sit back, ignore the noise, and await outcomes.

RAH, I agree. It's for their whole portfolio including Canseek. I was just highlighting their confident statement re their FAP tech, which stood out to me from their prospectus.

They are targeting FAP with a different methodology, however their ambition re FAP potential , and their pretty conclusive statement made me sit up, re AVCT's potential in area.
"PNT6555, has best-in-class tumor retention and normal tissue clearance, enabling delivery of large doses of tumor killing radiation"

Hi RAH,
Indeed, it just shows the level of interest chasing the FAP tech.
The Point news came through to my feed on the other unmentionable channel. Not sure if LSE will accept the link, but here it is.
https://uk.advfn.com/stock-market/NASDAQ/PNT/share-news/Securities-Registration-Statement-simplified-Form/88505972

Interesting bit of commentary from Point in their $400m prospectus re their FAP PNT2004 product.

PNT2004 is a fibroblast activation protein-a, or FAP, targeting program being developed for use in multiple tumor types. FAP is a 170 kDa membrane bound prolyl endopeptidase that is expressed during development but rarely in adult tissues. FAP is a compelling pan cancer target for imaging and therapy that is expressed in >90% of epithelial tumors. In cancer, FAP is highly expressed on cancer associated fibroblasts, or CAFs, which drive tumor progression and resistance to chemo and immunotherapy. We believe the lead compound of the PNT2004 program, PNT6555, has best-in-class tumor retention and normal tissue clearance, enabling delivery of large doses of tumor killing radiation

Struth, Point are really going for it.

Common Stock, Preferred Stock, Debt Securities, Warrants, Subscription Rights and Units

The total amount of these securities will have an initial aggregate offering price of up to $ 400,000,000.

Having attended the AGM, met AS and a few related parties, listened to his presentation and Q & A, I came away, seriously impressed with Dr Smith's capabilities as a scientist and as a CEO. That is why I have since increased my position in Avacta.
Just saying.

I was half right. Great news that Harwood is increasing. One of the smartest investors around.

IMO a matching trade might show up next week.
Likely just be an intra II trade. My guess would be, the IP Group selling and Harwood buying, as per a similar trade they did between the two funds last year.

gmcc.
Just to confirm that AS specifically stated during his presentation that they are working on developing a PET imaging system as a research tool in order to check on FAP. This new imaging system has the potential to be very valuable, according to AS.

anxioustrader69. Do you need someone to hold your hand?

mcadder.
I'm a lurker here. Love the science but don't hold. I don't know which of the four options you suggest is the reason for the downward pressure. But I know it isn't option 1. The spread is two wide, the volume to low, and the risk to high, to make it worthwhile for any trader to take on this stock as a trade. Just my two penneth. Still on watch mode for me.

Re Black Rock increased holding.
https://www.morningstar.com/stocks/xlon/avct/ownership

gotreal. If you're so desperate for info, then make the effort and talk to the company yourself, instead of being a keyboard warrior, and demanding info from others. I'm not here to tell you anything. I'm here to make money and in my view the company's investor relations are hampering that. No more from me.

It's the communication to shareholders or lack of that is the problem and always has been. I have the highest regard for their technical skills and projects. With regards to identities, I'm not naming anybody on a public bb. It is the company's responsibility to put that out. But if you're keen to know a name, just ring the company yourself.

So the market doesn't know the identity of the CFO, nor does it know who the new chairman is. Both key roles from an investment perspective. And both are operational within Jubilee. Just really poor standards of shareholder communication.