Member Info for ic152

I am with you on that! Not because the platform is not outstanding but the capability of AVACTA is not there to monetise it further.

Waterfront, the science, the product is a no brainer the business is not.

Apre,

In 10 months there will be a requirement to show that the remaining funds are sufficient to fulfil the financial requirements of the upcoming year. We are cashed up beyond but not far enough for audit.

I enjoyed reading this board for the informed comments. There are still some but it’s now a bash each other constantly board.

But my points on progress I believe to be valid. 3 patients in 5 months won’t gain you the progress required, unless significant work has progressed on numerous preclinical trials with high potential warheads. Where are they? Releasing plans for this in H2 sounds like nothing done so far.

I truly hope I’m wrong and AVA6000 should be an absolute winner in its own right and worth multiples of where we are but progress has always been too slow.

And yes, I do know very well how clinical trials work and working with the FDA.

So much crap on these boards my daily reads are now weekly. 80p a share is stupid. Untold billions also unrealistic.

This shares where it is as communication is crap, progress behind as usual and only one clinical warhead. By now if they were serious players there would be preclinical results for multiple warheads, after so many years.

Science outstanding but progress of a snail after all this time.

Heights payments and finance for 10 months before need for more money to appease the audit. Looks like 3 patients dosed in 5 months with no disclosure on results or results of other patients still on 3W study.

Scientists not business people. CC has to move on something very soon

Absolutely agree with this point. Should have been hit head on and put to bed. Lots of expected and better presented great science but nothing hard on the business side to make investors want to buy in at this point.

Months down the road for major updates was mentioned a few times.

Precision clearly works, explain the runway and market sizes now.

I am sure many do need the money, myself included.

Touk,

AS has intimated that plenty are interested and not to worry about money. That contradicts your assertion.

Cancer just disappears, oh dear!! I would suggest that so many end of life patients still being on chemo is positive, although I agree we need far more information of this and C7 patients.

You are better than that post. You do have some reasonable arguments but it is this crxp that let’s you down

Zero comms for months. Allows traders to own the narrative. Huge failing from AS. Progress has not changed though

He may be to busy playing scientist to remember what an rns is. Never mind a Thursday one. But we can but hope

That’s the nail on the head right there McMuff. The dropping SP adds doubt with the prolonged silence.

I truly hope you are right!!

Fair question and it’s difficult to extrapolate but…..

Dox is a 1.5bn market so a fully approved and vastly improved drug is worth approximately double the price, plus another 50% for increased doses and additional patient population currently excluded. So $4b-$5b potential revenues when FULLY approved for all indications. Avacta has more than 50% chance of gaining some form of approval for this but cannot produce and sell so will require partnership of some form. Plus a BP would be required for additional indications (although off label will occur).

So, with this in mind and the multiples of potential revenues BP could pay, the range is wide. Anything from $3B upwards , without precision platform included.

Hard to value, but it works which means there is huge value in the IP. Obviously trading on Aim does not help but as long as funding is secured I do not see how this does not increase in value by 10x+ in the medium term (if not bought out sooner)

How do you arrive at 50p a share? What value do you place on AVA6000 and precision? With Biotech plays the value is the data and IP. Which I am sure you know? Please share your valuation of the IP, unless you believe it has zero value?

AHS,

You mention research. What % probability do you attach to success of AVA6000 being approved? Your answer will show how well researched you are.

Talk of P3 was most unhelpful. There looks to be no clear runway for funding. In September ‘lots of interest’, now nothing.

Results are incredible for those that understand but AS has no commercial bone in his CEO body

Hummm, great message and what a way to find AVCT!

Bella, the info on spinoffs is fascinating.

For what it’s worth I do think the SP moves up next week. If the data is highly positive there are many investors that will get even more overweight with AVCT as this would be another big derisking event.

Whatever the motivation, questioning potential financial impropriety is not a good look for new investors. The points they make look reasoned but probably should be addressed direct to Shishir Poddar. He will no doubt see this and will hopefully respond with clarity.

Either way they do pay themselves highly and the ‘family companies’ are of minor concern. That said £30M MC is crazy low for a ramping up production company.

The truth will be in between somewhere

https://twitter.com/tharisa_sa/status/1637715982696194048?s=46&t=8HTKQqCVJ6ttHrvWWe84aA

It was still in the $285-$290 range a few days ago

And if my mistakes made for a bit of fun, then all for that!

Apologies. Alistair and petri! iPhone predictive not doing me any favours. I’m a concerned holder underwater. But thanks for the kind words.

The SP is a disaster and, unfortunately, looks like dropping further. No choice but to hold now. Alan is in a lab playing with petrol dishes. He has no clue he is running a business, which is gravely concerning for a CEO.
All the science in the world won’t change that fact.