Member Info for jmfw

Extract from Baron link: "Another is the deal between Nurix Therapeutics and Seagen in September 2023, which could total $3.4bn in value."

Can anyone throw light on that deal, as I don't recall it.

Thought the last third of the interview very relevant to Avacta. Think CC has similar mindset.

Nice one h4. Out of interest how many shares were in issue, & what was the capitalisation at that time?

As yet, no flood of shares have hit the Market, nor has the sp been traumatised (as previously) by the payment announcment, & today's admittance of some 5.9m. Interesting surprise to me.

The author seems to think ava3996 still 'alive'. That's at odds with thoughts expressed on this bb.

Think some are at work.

'very well declared non-interest in AVCT stock that somehow this means his comments are to be ignored or at least mean there is an ulterior motive to his posts?'

Why would anyone have such a negative interest in a stock in which they're not invested?

Wyn, doesn't matter what I think. Certainly, in the short term, it will follow the path of AIM's choosing.

"Given some here believe this to be fantastic confirmation that means the SP should rise pretty substantially. I guess (20% plus?)"

Who on this bb with any understanding & continued investment in Avacta thinks that?

"It will be interesting to see how the market does react tomorrow and early next week to this news."

It will.

"I genuinely think it will be indicative of how well the trial is going."

Why?

"Lots here are pouring over the data but as always its partial and leaves room for plenty of assumptions that can't all be valid."

True, but you make assumptions based on the same data.

"We need to wait ultimately for CC to put it all in a clearer context"

Correct

"but given the market actually isn't as thick as mince, I think the SP will focus one way or the other this new data and react accordingly."

AIM is the problem. It's full of short term traders & the herd. You know that from your own experiences.

Has ava3996 disappeared?

All the Pipeline page implies that all is to be revealed, while the Scientific Resources page still displays the relevent posters.

From the last business update:

"We are pleased to be able to announce today the formation of an expert Scientific Advisory Board to support and guide the progress of this trial and we look forward to our Research and Development Spotlight Science Day in London in the fourth quarter of 2024 where we'll be providing more detail on the future of the pre|CISION™ platform."

Imagine news will be on, or before, but certainly not after.

Two-weekly dosing study for AVA6000, "Avacta’s peptide drug conjugate, is designed to potentially optimise efficacy and maintain the robust safety profile of AVA6000"

🤔😆

Presume 40 consecutive days, otherwise info could be divulged at weekends.

Extract taken from his profile on the Incanthera website:

Paul is actively involved in the design, analysis and reporting of pre-clinical and clinical pharmacokinetic studies and acts as a pharmacokinetic and drug metabolism consultant for numerous US and European pharmaceutical and biotechnology companies

LDA. Same as last time (HCI loan). They had wind of something, just jumped to inaccurate conclusion. If this similar scenario, there's a leak of sorts somewhere.

CTSFO. Had similar thought. It does seem to play out quite well for them.

He has an interesting profile

😂🤔

LDA. How do you interpret 'value curve'? Does it refer to sp, or does it relate to what the business can offer?