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You two muppets do realise the FDA will make a decision on AVA6000 one way or another, that’s not fantasy land. It’s reality.
What’s going to be the market cap on approval? 2bn 5bn 10bn market cap compared to comparable pharmaceutical companies . Happy to wait until that decision is made based on the current exceptional data being presented and my research. That’s the investment case. The funding been sorted, so all that matters now is regulatory approval. Short term volatility HC bond and what Al says is just micro BS, that is irrelevant to the fact the FDA will make that decision eventually.
Unless you two think the FDA won’t make that decision eventually? Then you are bigger idiots than I think you are.
Bit early for a breakdown must have hit a nerve 🤣🤣🤦♂️.
What do you not understand. The share price is completely irrelevant to me. Was irrelevant at 185p was irrelevant at 47p was also irrelevant at 285p. It’s all about where this company is headed longterm based on this trial and scientific data. Look you are a trader, I am an investor. Working on different levels. If the FDA approves AVA6000. I will win, if they don’t approve it then I will lose. Everything going on in the meantime doesn’t concern me. One way or another the FDA will make that decision. I don’t chase rainbows, on a hamster wheel playing for 10% profit ramping or de ramping on multiple bb’s chasing my next gambling fix. Will leave that up to you. 👍💯
“Ice, remove your opinion of me and what you think are the reasons of why what and when I post.”
Why would I do that, you talk absolute BS based on the current position you are in. You have made it absolutely clear you trade Avacta. All I am saying is if you believe in AVA6000 longer term as an investor you might as well buy in now based on your research, because everyday that passes is closer to a license deal etc, yes you could maybe save a few p waiting HC bond playing the game, however if a license deal does come through this will rapidly re-rate back up to 100 odd. As a trader only caring about 10% yeah agree might as well wait and see what happens with Bond Conversion, because you are only caring about the short term.
Seriously Windy, that’s such a short term view of thing’s, yes the HC bond conversion might depress the short term share price. (unless they have forward sold 🙄) However two week data could leak with significant efficacy seen in the targeted patient group that’s known to be sensitive to Dox. We might get DX news or most likely we may get some 3rd licence deal for a new toxic warhead. Very easy to sit back and go yes this will do xyz look at me I’m a trading guru. However if we do get a third party deal next few weeks you won’t be hanging around here. You will disappear like you did last time and move on. Things can happen here very quickly. Not as simple as you make out.
What are you even on about.
Example 1
Avacta approached HC to buy a DX business and expand, that’s why they got lent the cash in the first place just like you going into the bank and saying I want 20k what is it for home improvement’s.
Example 2
Avacta could have approached HC and said yeah we have this phase 1a drug it looks promising we need 50 million. Tbh they would have been laughed at considering the industry standard COS. That’s like going to your bank and saying I want to borrow 20k however it’s not for home improvements, I’m going to put it all on black at the roulette wheel.
Commercialisation of AVA6000 in 2026 so yeah way ahead of schedule 😉. Why are you even still here clearly not invested. Also do you see a lot of 50million CB deals done on AIM. Companies tend to go bust if things don’t go to plan. No way they would have lent the money out without a good long term strategy on generating a cash making business within the next 5 years, incase TX didn’t go to plan. Can also say yeah we don’t agree because I tend to back up my posts with facts and logic, you are just into potash and free flowing FAP in the bloodstream, (how’s that working out 🤔😉) PS seen Neil Bell down at Tesco the other week, he said don’t worry Icecool, was told Avacta would buy POTATOES and RIBENA if AVA6000 was duff. That’s why he left, who would have known that.
“They'd have lent the 50 million regardless”
Yeah we have this random phase 1a drug in the pipeline give us 50 million please……. 🤦♂️. No company lends that sort of cash, without a valid strategic reason and due process and diligence. DX is very much part of the larger strategy, build it up and spin it off. It will be cash generating 2025. Not like we need to sell it next week we have 24 months cash runaway and many other options in the meantime to generate funds, including South Korean stake.
Folk do realise we bought launch to land the CB to provide working capital as well as build a lucrative DX business, you really think someone would just lend out 50 million odd in a bond based on the very early AVA6000 data. They needed a cash generative business they could integrate turn around and sell on in the future. Everything is coming to plan, just need the patience to see all this hard work and strategy pay off now. Real steady success takes time and synergy.
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.