Member Info for JRDC

Yes Mr India.

This share needs more than "a small punt" from a wannabe day trader who'll just sell as soon as he gets his 20%. How else do you explain the SP? Market "thick as mince"? Yeah, I read that alot on the Avacta board too.

A placing now, before they've announced results of phase 1 and had the data peer reviewed, would show they don't know what they're doing and that they've failed commercially.

Which is why I think it's very unlikely. Why bother appointing Simon Bennett otherwise if you're just going to undermine discussions with a cheap fund faise.

Imo the quiet is because it's in the hands of lawyers, and Al doesn't want to jeopardise on going talks. And we know there is discussions because they said so.

And likewise Avacta are in the 80's, both for same reason, the need to clarify the funding route.

People like Swaz, wyn, thorn, eggy, vikingraider and touk might well be annoying twats, but I gotta say they're all far more accurate than the likes of Myles, RAH and Tom the Bomb have been over the last few years.

Still, makes no difference if SP is 80p or £1.80 right now as I have no intention of selling any until we reach double digits, which I'm pretty confident will happen by 2027

Apparently he serves in consulting/advisory role for AffyImmune Therapeutics, AstraZeneca, Ayala Pharmaceuticals, Bristol-Myers Squibb, Cellestia Biotech, CureVac, Eisai Inc., Elevar Therapeutics, Exelixis, Expert Conncet, Genzyme, InxMed, Kura Oncology, McGivney Global Advisors, Merck & Company Inc., Novartis, CureVac, Prelude Therapeutics, Regeneron, Rgenta, Sanofi, Sun Pharma, the Chemotherapy Foundation, and TRM Oncology.

No doubt soon to be advising them they can all go home now, Avactas cracked it.

Has vlad indicated how many years phase 1 is expected to take to complete along with peer review? Will give a rough idea how long until we require funding for expensive p2 phase.

Prevail have only stumped up a tiny amount of cash compared to other biotechs they've invested in so id expect they'll be contributing further. Whether it'll be again at 6p I've no idea, would be happy to see a couple of million at 4p.

I said a week or two ago based on my experience with Avacta that moving in to clinic won't suddenly supercharge the SP and was jumped on by a few self appointed board mods. Their SP is lower than before they dosed a single patient.

Patience required now. Like with Avacta, maybe the market is waiting to see how things are going to be funded.

Funny how the bipolar mrindia 'sold' just before we flew past 3p having held for so long and now gone quiet.

Guess he's on to the next share to pretend to be a worried investor in

Don't think the move to clinical will be the catalyst people think it will. I think it will rise, but investors will always have one eye on funding

Avacta SP is lower now than before a single patient was enrolled on trial, and still dropping, and they're about to close phase 1a which has gone better than envisaged and move to phase 2, and just 2-3 years from commercialisation. Granted their starting point was a lot higher, but then they're creating a whole platform and managed something no other pharma has.

What a horrific trading update. Wouldn't surprise me to see all time lows between now and end of Q1.

Roll on June.

Jupiter shorted Avacta back in 2022 - an anti cancer company during its preclinical stages and at its most vulnerable- utterly abhorrent. I hope these get f|_|ucking destroyed.

Thing that caught my eye is that he's been operating as a consultant for last 13 years - presumably making a lot of money working with a lot of varied clients all on his own terms and in his own time. Not many people towards the end of their careers move from the comfort of LTD operated consultancy back to permie with a boss and shareholders to answer to, even with ir35 being a threat, unless they're offered an opportunity impossible to turn down.

Which begs the questions what has he seen within Avacta thats made him make the switch. I presume he would have asked what deals are currently in the pipeline, who the prospective partners are and marketable value as well as the data so far during interview process. He could have offered to take the role on a consultancy basis, and probably for more money, negotiate a few contracts and then get back down to the pub for a working lunch, but looks like he's in it for the long haul. Is he looking to make a name for himself negotiating the biggest UK pharma deal ever made?

Ramper rockets are go!

So he thinks dox and a chicken korma is better than ava6k?

That's the bargaining stage, icecool. Not quite there yet. Maybe at 3am when I'll need a p1ss

and why the **** is this site removing all my capital letters?

right, i've had a few beers now and am now on the anger stage of grief. probably the 3rd worst day as an avacta holder, after covid vaccine day and withdrawal of lft. but why?

avacta have made great progress, yet we're not even 10p higher than a year ago when we didnt even know precision worked. today was crap. i think the 3 main reasons are:

dodging of any questions about financing, licencing and agreements. the initial rns back in 2021 stated about ava6k " has already generated significant interest". so either this commercial interest is at a crucial stage and he can't disclose anything, or he was full of **** and has currently not managed to negotiate anything substantial, or to a stage where things can be progressed.

in qa referring to chemo therapy as "old drugs" and inferring that they're about to be replaced even though the new cytoxic drugs are at least a decade away from being used in patients. way to **** on your pathfinder drug before its even reached the market.

in vox interview inferring that we'll need a phase 3, and a partnership to achieve this. the one thing pushing this platform was the lack of need for a phase 3. if attaching a known chemo drug to a new delivery system will now require p3, this means any potential suitor will think its going to be 8-10 years before i see an roi why would i try and attach it to existing chemo drugs, might as well develop a brand new compound. al has just said chemo is pointless as new cytoxic drugs might be available shortly after which are far more potent, so why bother linking it to a form of carboplatin or cysplatin?

the common denominator is al. maybe he should let someone with commercial nous handle interviews and investor presentations and stick to the science. who knows, maybe thats partly the reason why the lft failed (as well as being crap)

not quite bottom drawer for me, but not expecting anything material now until p2 is underway later next year.

Yeah that's what he said, would at least mean revenues within next 3 years. Seemed to answer every question in detail other than any about finance, even the noddy ones that have been answered before

Al is being very vague about licencing / partnerships. Why are qs about finance being dodged?

If there's no media articles on likes of BBC, guardian etc tomorrow then whoever is asleep at the wheel in media relations needs firing

My Qs so far

Given that precision is looking to be the most important development in oncology since the first chemotherapies themselves were discovered, how will Avacta ensure that licencing and partnership agreements reflect the true value of the platform?

Following on from above, and with respect to NDAs, has there been much serious commercial interest in either progressing our existing pipeline in either as a partnership or a licence agreement, or ideally for a third party to use their chemo drugs using Avacta precision platform? If not, what advancements would major pharma players want to see, eg completion of phase 2, demonstration of delivery with other off the shelf chemo agents, greater exclusivity offered for licencing, more favourable commercial terms etc