Member Info for ic152

I have no trading pot and have a substantial interest in this succeeding. The platform is exquisite but hope time doesn’t drag too much.

Would be good to have some validation of 6103, although within the legal remits allowed during trials.

The point on Richard Hughes is well made and his £500K investment speaks volunes

There is absolutely no doubt that we are in commercial discussions. That is not the issue. Having said we are in commercial discussions for such a long period of time but without outcome is the issue. Same as it always has been until the next raise and dilution.

They only raised £10 million last time, this may have been a mistake but based on the fact that they thought a deal was coming in sooner than it may do I sincerely hope they were right. There is little to prop up the share price from an investors point of view. Expectations of SGC fast track seem to have been put backwards due to the additional patients And need for yet more data.

At the end of the day, this is going to be about the results with AVA6103 and keeping the finance going long enough.

Such an obvious SP drop after the signposting last week. So on this very rare occasion completely agree with Wyndrum. Science is impeccable and I expect large returns from my investment.

Shame the company has not learnt a thing about AIM and how these events play out which is almost always a significant drop.

The traders will do what they always do with this news. No commercial announcement usually leads to a decent drop in SP

The data and head on comparison with Enhertu is ramping up the positivity CC et al are clearly seeing on clinic and testing. This in now about data to deal to rerate.

Only just. Slightly annoying drop at end of day.

Never understood the charting but seems that breaking 64 will be positive and if not traders sell out? Is that about the size of it?

The bolus of drug released into the tumour was new. At 11x Enhertu. That is highly significant although preclinical but bodes well for P1.

Cash injection is essential and very soon. Science impeccable but SP drifts down until funding. Surely, if they had nothing concrete they would have raised already?

They need an increase in dosage to make up for the reduced half life of course!.

not the happy christmas i was expecting. just broke the £100k loss in 3 days mark. early biotechs are risky but no excuse for such a **** show with the presentation and communication.

6103 is highly likely to be outstanding. The science is spot on. But the dosing cohorts will take years. Would still expect significant tumour shrinkage at lower doses tbough

Check out Ophidians post on X. Big mistake if that is indeed real.

Fascinating science but are clueless on how to excite investors. These are excellent results made uninteresting. They do make the same mistakes

Trial design changes can occur for numerous reasons. Including the ability to dose faster and at higher doses. Dependent on the tolerability of the drug.

Although it could be a lack of efficacy on the current regime it is also possible that you wish to enhance efficacy further. This is only possible if the drug is well tolerated and the side effect profile is better than current therapies and/or what was expected.

And down she goes. As expected, traders will drop out, for now. I’ll not sell a single share but still disappointing that the investor ppt. lacked a bit of commercial awareness

My point was more on the fact of what appeared to be signposted. Having this extra funding via the raise I see as mostly positive. I do think there could be validation with a BP warhead though, as long as it does not compete with current pipeline.

Ice, I have not traded any of my shares, although in hindsight I should have done. I accumulate and leave alone

The issue with this raise is that they were signposting a deal within October alongside the combo therapy addition.

It doesn’t change the exceptional science for me but many LTI have malaise with the deals are coming narrative. Validation takes this into the bigger leagues but we have nothing, as yet.

Want to retain as much of the platform as possible but a deal would increase share price and add much needed finance to move faster. IMO.

I would be happy with £4-£5 for sure and will need strong TNBC data. I believe the platform should be worth a few multiples of this based on 6103 mirroring preclinical in humans. The potential revenues for this are almost incalculable. But still have funding to sort and any early indications that 6103 is showing efficacy ends with a buyout before the value soars.

I do believe being on AIM will reduce what BP will spend, although it should only be about the data, I don’t believe this will be the case.

Dr. Tap would be there anyway, not that this is not a ringing endorsement for Avacts

Completely agree with this statement. How on earth have they let this drift downwards so quickly with no communication to add any bullish sentiment.

CC is a scientist and a very good one but this is a business with sharks everywhere.

Appalling behaviour. They do not have the finances to pass audit so it’s raise or unexpected good news.