Member Info for JRDC

Not posted here for a while as it was mostly sh! te being spouted. I can see things haven't got any better.

All hinges on 1b. We know ava6k and the delivery mechanism is now safe, 1b will hopefully show it's also effective in delivery, and treatment.

Assuming 1b is all good, If no deal appears before phase 2 therefore resulting in a fund raise, then either Avacta are being too greedy or incompetent to negotiate a deal, or big pharma aren't interested. I don't see either of those being likely scenarios (despite past record) given it already has numerous advantages over typical ADC already. Avacta don't want to be doing their own manufacturing and logistics for phase 2 and 3, they want to spend time and money progressing their other candidates. I think the switch to breast cancer is key to making ava6k more attractive, this has gone from being a mere pathfinder drug targeting low market tumours/sales, to something that could be first line treatment for breast cancer and other major markets, especially due to the way the stroma is affected, potentially allowing other drugs to target. I'm expecting a large gap between results of 1b and start of phase 2 while a deal is hashed out - I'll be surprised if phase 2 begins this year. Given the low share holding of senior team, I'd say they want a partnership and to remain in post rather than flog the company on the cheap. Whereas some ceo with a couple of million shares might be delighted with £3 a share. So by Xmas we'll all either be celebrating, or diluted to fook

Hopefully they'll wait till 6p so I can get out without loss

Avacta was granted ODD status in Sept 2022 for AVA6000, which was just over 12 months after first patient dosed, just to give a possible idea of time frames. Covid may have delayed application, so not sure if that's a typical timeframe

I didn't understand last year why the payment from prevail was delayed until March rather than immediately, but I guess they knew it would be around then that the trials would start 'properly' with the paediatric arm to start later this year (they said first half of the year, but hemo has yet to meet a deadline yet). I hope they're paying more than 5.6p now though. But going by Vlads business acumen it wouldn't surprise me.

I wonder if we'll break £5 come news of first injection, or if market is waiting to see on initial safety readout in a few months given the funding situation now. Exciting times ahead, going to be a very interesting 24-36 months.

So £2.55m generated with 6.66m shares.

My maths makes that 38p a share?! Is that right?

So assuming SP stays the same and paid in shares, thats potentially another 93m shares that need to be created, or 1/4 the value of the company? FFS. I'll be happy just to get my money back now.

So we went through value destroying consolidation so vlads investor might want to take up chump money for 1.25p in old money?

Genuinely gutted for anyone averaging over £8, stuck here indefinitely due to vlads incompetence.

Wonder how jhfh and India are going to spin this in to a positive.

Will need another consolidation by Feb to keep us out of penny stock status and let all these US investors who are apparently lined up to pile in.

Thats a lot of words to say you don't have a fookin clue and are just hoping Vlad doesn't pull everyone's pants down (again).

You wanted Stu to not post, and you and your gang of fellow rampers just give him abuse when he does. And now you're asking why he hasn't been posting. No one here other than you is asking where he is, as no one else gives a sh it.

What a twat.

Imagine being a potential patient, offered a last chance with hemo via a trial, a company they've never heard of. Maybe they're a bleeding edge pharma, maybe they have billions behind them, maybe they have a miracle cure and management experienced in bringing cutting edge drugs to market. They type in Hemogenyx in to Google in nervous excitement. 2nd result down they see LSE chat. A few hours later after reading crap from investors more worried about their money and users giving their opinion on the company, petulant abusive behaviour from certain people who are on here 24/7 and how incompetent the management here is, they decide fook it, their life isn't worth the risk. And the search for patients goes on.

Shorters aren't the problem, it's the name calling and childish behaviour, patients deserve better. If any potential patients do read this, I wouldn't blame you for turning this treatment down, the company needs cash desperately, the management here is shocking, always offering false hope, the last thing you want is uncertainty. Here's hoping another pharma takes over with a team who know what they're doing.

Down again them today.

Avacta aren't a penny stock and they've shafted us private investors many times over last 3 and a half years since starting phase 1, and it still has another 6-8 months to run and will still need more funding in place before we can get through phase 2. Don't think losing the penny status is the big attraction to investors that vlad thinks it is, but then again he needs some excuse for further dilution.

HUM 'advised' shareholders to do nothing, eg not sell, this was when SP was over 2p.

So worst case, given advice has a legal weight, we can take the directors to court to see them personally liable if insufficient assets within HUM if us shareholders lose out completely.

Vlad is an idiot, and shouldn't be anywhere near a ceo position. Zero business acumen, last minute panic placing and destroyed all trust. For the sake of patients I hope this treatment doesn't turn out to be a scam too. Maybe the best thing to happen will be to let the company die and have a major pharma who have the ability, finance and trust to bring it through trials and to market. Luckily I only have a small amount here which I've all but written off, those with an average of over 2p are probably stuck here while they get diluted to oblivion. I guess this means no patient will be dosed until after the 9th December.

Really dont care about the flag waving rampers. MrI will probably claimed to have traded it for a big profit as he knew the 2nd rns was incoming, BHI on suicide watch, and jhfh might need to change his name to justhereforplacings,

I got greedy and queued at 2p hoping for a 50% profit, serves me right. Lets hope when clinical trial actually starts, not just on paper, then we'll see 1.8-2p again and i can get out.

Board will probably treat us to a 0.0005p placing as an early Xmas present, along with vague promise of a JV rns to string us along before completely folding next year. Have seen it with COPL, Bushveld and hummingbird, one has gone tits, the other about to. Sadly not worth selling, and on the vague hope at least one of my dogs hit shares will come good.

Lucky you, I need near 100% from here. Hopefully by this time next year!

Hoping vlad is right about significant returns. I've queued most of my shares to sell in various tranches from 2.5p to 5p, with my avr at 1.6p, and will see what the score is as to what to do with the remainder. Excited to see what happens this week.

TBF I think 1p really is a cracking price and the floor, I can see 50% rise from here between now and xmas as first patient treated, and hopefully well above that when funding for the rest of the trial is sorted over next 6-12 months. Just wished I had the spare cash to take advantage.

stupid ******* adverts. further raises needed, either vlad wouldn't or couldn't raise more where sp is right now, even resident ramper jhfh and bipolar mr india would be calling for his head if £3m+ were raised at under 1p. if non dilutive funding was in the imminent pipeline and at significant value then today wouldn't have been needed, so this tells me how successful vlad has been in that regard. i reckon he'll release the first patient in clinic rns and hope for a spike, and then a further raise, like with previous milestone rns. i think the market has wised up to this now.

i think if your average is much over 3p, you're in for a long wait to see profit.