Member Info for Icecool

Https://rtfilesprod.blob.core.windows.net/originalnotes/AvactaGroupplc_29_2_2024_FINAL_BGv2.pdf?sv=2019-07-07&sr=b&sig=BN91OTsRMnvpnlNT9nKTJytxw8EFWMClxKqLBtgcFzM%3D&se=2024-03-19T20%3A10%3A20Z&sp=r

So much confusion and hate on the BB at the moment, if you are new and thinking of investing in Avacta this 17 page PDF is a decent starting point for your research. Provided the link for easy access.

Do you really need me to answer that haha 😝…

Why you not sell out at 280 I would be more annoyed at that, than anything Smith has done. lol 😜

Find that hard to believe you only joined in May 2023. 🤣🤣🤦‍♂️👍 The share price has been here before, then it surged to 180 odd. Your obsession with Smith is hilarious, go take it up with the FCA if you are that bothered.

Form haha ok 👌. I go with what’s in the latest RNS which was Feb not like 6 months back.

“Read out of two-weekly and three-weekly dose escalation study data in late Q2 2024;”

Note the normal missing words that Avacta usually include “expected” or “anticipated”

They must be very confident on the above readout timeline, if not including the words I highlighted above.

This is pretty pointless speculation imo that causes unnecessary uncertainty, the same RNS did say the readout 2w study would be end of Q2. That’s what everyone should go on until told otherwise.

It’s not delusional based on the below logic.

1. We want a partner for phase 2 AVA6000 (AGM slides)

2. We hire a new commercial lead (Dec)

3. We raise money to take AVA6000 solo (Feb)

Join the dots, or you can just vent every week about the 50p raise. I see you as a trader that got the timing wrong. That’s why so 😡😡👍.

I don’t think we were screwed at all. That’s your views I think we have decided to go solo based on the current data and will do deals later on for AVA6000 to maximise shareholder value. I couldn’t care less about the short term share price, if anything it’s a half price sale. 👍

The FDA will approve AVA6000 and notrex will still be on about the 50p raise and how we got screwed by Dr Smith and the management team. Most people have moved on accepted it and even bought more at these cheap levels. Onwards we go.

“And the market has realised AVA6000’s potential. That’s why we are at 50p”

The market doesn’t have a clue about the potential, trinity delta still have a 10% COS. That’s why this is very exciting at these levels because once more case studies arrive more people will actually bother to understand the potential. You think institutions oversubscribed at 50p for fun at 26 million odd. Currently their investment looks terrible if you believe the market rather than the science.

Touk, I don’t ramp, I try to give my view of where this is headed as an investor rather than a trader. Avacta still have data to release. Cohort 7 is seeing no cardio toxicity and they are dosing every 3 weeks since late November at approximately 3.5 times the normal dose of Dox at many multiples of the current cycle of standard Dox. (4-6) If that doesn’t get folk excited of where this is headed longterm. Then I suggest people sell up and try your luck in other shares. The efficacy of Dox is also extremely well understood, so if you think it’s not going to work phase 2 when they are fully designing the trial for efficacy and success, well that’s on you. I like the risk and reward factor on Avacta. It’s a no brainer, based on the above.

Was news blackout for 40 odd days, was mentioned briefly on a Vox podcast, however don’t actually know if it’s a thing or not. Anyways Q3 readout is due at some point Q2, so let’s see what happens with that data set. Hopefully get some updated case studies and put this 50p behind us.

The market will correct itself once it realises the potential of AVA6000 getting approved by the FDA. The institutional investors were willing to give money at 50p. Yes that’s their price based on risk evaluation based on due diligence. However nothing changed regarding the data and science when this was hovering around the 120-140 mark. Let’s see what happens when the updated 3w results are announced should be Q2. As for today’s price around 50p that price suggests the institutional investors are getting nothing out of this investment, even when they oversubscribed. The discount they received originally 34% has vanished. That doesn’t seem logical. Total knee jerk response based on short term negative shock sentiment, 34% was hard to take for some investors. People are taking advantage imo.

You don’t need a chart to figure out where this is headed mid term 18-20% Dilution with a 50% drop on the magnetic price of 100 is a total overreaction. Sentiment will turn once the news embargo is lifted. Avacta are still sitting on a wealth of new data to release, including patients from cohorts 5-6 and 7.

Tbf Ostrich we have both been singing from the same hymn sheet, especially after I spotted the change in strategy based off of the AGM. It seems obvious 100% ownership is the way forward imo.

Imo Simon completely changed the strategy for Avacta moving forward, based on his commercial expertise.

AGM slides, looking for a partner phase 2 STS.

Al was confident on funding issue. (to the point where people including myself) were confident a deal was agreed.

We raised money to go solo and take AVA6000 through phase 2 ourselves. Why? What’s in the data to change from partner for phase 2 as per the AGM strategy, to now taking all the risk solo?

Did Simon arrive, look at the deal Avacta had in place with partner and go no chance. Let’s raise the cash now and go solo, that’s the correct longterm strategy based on my experience and data set. It’s an interesting thought. 🤔

Maybe that’s where the potential delay is they are screening patients for multiple cohorts, that’s why they are so confident of saying the 2w study will be Q2 in Feb RNS as it’s going to be very quick and they will have plenty of time to spare as they don’t need to wait for each cohort. Just a thought.

BV, do you think they would get approval to run multiple cohorts at the same time based on the safety data seen in the 3w study? That would certainly speed things up.

Has these shares likely not already been flipped by forward selling, must admit can’t see the institutional investors selling so soon. It wouldn’t really be at a significant discount then. They have also seen the slides that haven’t been released yet.

Truthfully I wish I could believe that Bein, however you don’t have discussion’s with people regarding Avacta. All you do is control the narrative, share personal information when you don’t agree with posters and try telling the bb you bin folk when you don’t. You are just as bad as the Trolls you like to hate so much. I’m here for Avacta discussion, not to have a pointless debate with you. So if you really don’t like my opinion on where Avacta is headed, please Bin me properly this time and don’t waste anymore of our time.