Member Info for jmfw

Re dogs80.

"She said they were expecting this question. Basically non of the directors believe they are in a position to be able to buy, given what they know."

So, do they 'know' more than has been divulged to shareholders?

DG. Even if you filter (him), one, unfortunately, can see/read all the subsequent 'fallout'.

'Background' narrative is where I saw similarities.

BV. From HCRx page:

"IQIRVO

Iqirvo® (elafibranor) is a first-in-class, once-daily oral peroxisome proliferator-activated receptor (PPAR) alpha and delta agonist indicated for the treatment of primary biliary cholangitis (PBC) in combination with ursodeoxycholic acid (UDCA) in adults with an inadequate response to UDCA or as monotherapy in patients unable to tolerate UDCA. PBC is a rare, chronic cholestatic liver disease that primarily affects women. PBC is characterized by the destruction of interlobular bile ducts, which leads to cholestasis and inhibits the liver’s ability to clear toxins from the body. Over time, PBC can lead to liver fibrosis and cirrhosis and, ultimately, liver failure. Iqirvo received accelerated approval from the FDA in June 2024 and conditional marketing authorization from the EMA in September 2024.

Background

HealthCare Royalty has agreed to acquire a portion of royalties on net sales of Iqirvo due to Genfit from Ipsen (which holds global commercial rights to Iqirvo outside certain Asian countries) pending achievement of certain closing conditions. The transaction meaningfully extends Genfit’s cash runway, allowing the Company to repay its outstanding convertible bonds and continue to invest in its wholly-owned pipeline of development candidates focused on the treatment of Acute-on-Chronic Liver Failure (ACLF).

News

January 30, 2025:"

Www.hcrx.com/genfit-announces-non-dilutive-royalty-financing-agreement-and-debt-overhang-resolution

://www.hcrx.com/genfit-announces-non-dilutive-royalty-financing-agreement-and-debt-overhang-resolution

Similarities?

Https://www.hcrx.com/approach/royalty-monetization/

VZ. Interesting comment by a Nathan vardi at the end of myles' piece.

Vardi is "Executive Editor of News & Enterprise

@MarketWatch

. Author of For Blood And Money.

7 kings Ilford?

Why does it have to beat dox? It's a delivery mechanism. Dox is dox, but isn't the benefit in how many cycles can be endured?

SNewby 15.25. Mmmmmm. Tomorrow, maybe?

The 1a trial was about tolerability.

It has demonstrated that a very poisonous drug can be taken over a very extended cycle, with much fewer side effects, & at multiples of the existing maximum prescribed dose.

So, does taking doxorubicin for a longer period at a much greater dose improve the likelihood of a victim's survival, both while, & post, administration.

Presumably, if the answer is yes to either, then the platform is proven. Efficacy is the drug's gift, Precision is the enabler.

In my opinion it would be absolutely enormous should Precision also provide efficacy.

DG. "I think I would rather listen to the views of people who've made money on AVCT...etc". The posts of those you'd rather listen to are clearly from punters who don't care about the science & the trajectory of that science. Their only interest appears to be trading a volatile share. So good luck to them on that. However, they don't appear to have any solid scientific contrary arguments or views.

If you accept & believe in the science, it leaves 2 elephants in the room, neither of which is science based. So, follow the money, or believe, & follow, the science. And if really smart, do both.

Https://www.bbc.co.uk/news/articles/c0kgydkr516o

Interesting. Not just US, but "global".

Https://www.bbc.co.uk/news/live/cn0y51z7wedt?post=asset%3A7f0a0db6-0761-4d09-a2bc-7864745bf8f2#post

Wyn, you make a very good case to be 'short' on avacta. If you are, why offer advice on a stock that you appear to feel is in distress, & the outlook for shareholders very gloomy? Can't be in your interest to warn investors, unless uncertainty is the tool of the trade.

For those interested this could help:

https://gateleyplc.com/insight/article/when-do-changes-to-a-companys-articles-take-effect/

Think they'll keep the money to enable quarterly repayments in cash. That will give them some flexibility, &, hopefully, support the sp.

Glass: thank you. I formed the impression it was a deal involving Avacta. Now appreciate it's an example demonstrating potential.