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Dr Smith only cares about the end game not short term share price, value will win out in the end. All you need to do is look at other bio pharmaceutical companies raising money in the UK to see how well he is navigating this challenging environment, One bio company yesterday, actually delisting and moving elsewhere. Facts are deals could have been done short term, however it was deemed far more strategic to get cash in and do deals down the line at a more significant premium, thanks to our new commercial lead imo. The traders won’t like it though, they are now locked in with the LTH’s. For the rest of us things are now looking really good, I look forward to the 2w case studies in due course.
That’s assuming the FDA doesn’t approve it some other way. Which with the safety data so far no MTD found and what looks like a preference for lower dose over a longer period of time looks like a promising scenario. PFS surrogate endpoint is my prediction, the 60 year old case Study has been on the trial for over a year with significant tumour reductions. Just shows you the potential in high fap dox sensitive groups.
Timster, Imo that was pretty obvious from the pivot from partnership phase 2 AGM slides to going solo and partnering up latter with commercial deals once they have more data available. Think our new commercial lead had an honest and frank conversation with upper management. Deals later down the road will definitely benefit longterm stakeholders, however I do feel sorry for the people that had enough and sold out under 50p. Everything is looking good now though.
Just calling you out for being a hypocrite…. 😝😝
Classic Windy HE1 ramping.
Now its done that uncertainty has gone and apart from naturally swings on big moves it should...should... be amore sustainable rise to a "natural" level of value.
Quite where that is I don't know. 5p,? 10p? 20p? more?
Today’s value 1.3 ouch……. That’s some investment caution right there. 💯🤣
Next time Windy disappears from Avacta might spread some investor caution myself on his current trading position on whatever BB he appears on. I think we all should tbh. It’s going to 0.25p, you do know what happened in the past with part delays and having a track record of hitting dusters. 🤣🤣😝
Windy what’s amusing is your posting history on HE1 when you had a position and ramping the hell out of that. Where was your due concern and caution for your fellow investors then, saying it could go to 12p or whatever…. 🤣🤣🤣
Yeah with a note saying to reject because they believed it was materially undervalued, as someone mentioned earlier any public offer would have a instant effect on the share price which would instantly match offer, then that’s when the fun would start possible bidding war etc. that also lets the weak holders sell out.
Bridge you don’t do pharmaceutical companies very often do you? I suggest you look at some of the takeover deals last couple of years and have a good think. Everything is based on the potential of the platform technology or drug, current share price is irrelevant in negotiations, especially with multiple parties interested.
Windy you and your micro BS, all about the short term and the past keeping thing’s as confusing as ever.
Nothing on the updated evidence that clearly indicates that AVA6000 will likely cruise through phase 2 and be approved for high FAP ODD status STS before moving on to bigger and better international opportunities for phase 3 (likely high fap breast cancer imo) how does that impact risk vs returns. (Don’t want an answer 😉)
Nothing on the likelihood of potential deals for third party toxic warheads.
Nothing on the fact that if AIM is correct on valuing Avacta longterm based on current price the 50p buy in price for institutions was a horrendous deal.
Nothing on improved risk management from several days ago, you are still as negative as ever, regardless of new data being published.
Nothing on the fact we are fully funded for the next 24 months.
You bring everything you get on this BB yourself. Completely agenda driven based on current position.
“You can say what you like, but there must be a reason why various posters keep asking my view of AVCT”
You are definitely delusional, most people here call you a Twat 🤣🤣. Still don’t know why you are here everyday though with risk management. Some hero’s don’t wear capes, I suppose.
Windy I believe in Avacta that’s why I engage on this BB, you are the one that’s delusional. On this BB everyday being a hero telling everyone about the risks of investing here. (god knows why? cough… Agenda) Regardless You should read the full valuation of the Trinity delta note that’s currently suspended. They have AVA6000 as a 10% chance of success, (industry standard) that has yet to be updated, since the beginning. That’s all the insight, I need to know that I trust my own research over the official analysts that use a blanket industry standard COS for all phase 1 trials regardless of current evidence available. (PS I’m investing not trading)
The market wants deals or a mass media main stream coverage before they let this rise imo. It’s clear the institutions haven’t grasped the importance of the scientific data and are still applying the same COS as any other phase 1 trial, they will likely reevaluate once we hit phase 2. In the meantime as LTH’s on this BB we are way more researched than the average institutional analyst. That gives a good opportunity to get ahead of the game or be patient with current holding’s in the knowledge everything is going to plan regardless of short term price action. One step closer to the tipping point and FDA approval.
Dox has been around for 50 plus years. AVA6000 has been scientifically proven in independent studies to not just have more safe profile of delivering Dox, however it cleaves at the TME of high fap tumours at therapeutic levels proving entire concept. Love the desperation attempt of linking Dox and the LFT. One has been around for 50 plus years fully established in the scientific community at killing certain cancers that have sensitivity to anthracyclines, the other was a product created and designed from the ground up and had unpredictable variants to contend with outside Avacta control. Better luck next time see you around. 😉
“We believe these data support the further development of AVA6000 in a specific set of indications with higher FAP expression and sensitivity to anthracyclines.”
Think you are underestimating the significance of this RNS, the proof of concept has been scientifically demonstrated in a clinical setting with full data support, additionally showing early evidence of significant efficacy in high FAP tumours. Avacta are now entering the stage where it’s now deemed safe enough for them to select patients with the following characteristic’s. (specific set of indications with higher FAP expression and sensitivity to anthracyclines) While the FDA will have to wait for the results of these further studies investors and institutional stakeholders will be thinking 🤔 what is the chance of success here? I would say based on the data today extremely high. The discussion will then turn to what is the AVA6000 market share of the Dox chemo market going to be. Once estimation figures have been established by financial analysts, this could get very interesting very quickly.
Probably pretty soon by the looks of things. Since proof of concept has now been scientifically confirmed and proven, nothing to hold back Avacta going on a full on PR campaign now. Hence we are seeing way more official social media content.