Member Info for JRDC

I'll be asking the same unanswered question for last few years, how will they stop a predatory £2bn bid when we know the platform just as it is is worth 10x that. And cc mentioned that the linker can be attached to 'most' drugs, I just wanted to clarify which ones are not suitable and why, and if there's certain types of drugs that will work better than others, or if it's just a binary will/won't work. Incredibly powerful drugs that failed in the clinic due to side effects will be back on the table. Might make that 10x more of a 20-50x

So if someone like speedie says gold will go up and it does, then he's a genius, but if someone says gold will drop and it does, then they get the sarcasm?

Brilliant.

When Bruce took over and said give him a year back in Jan, the SP was 0.13.

Just over one third the way through his tenure, we're still at 0.13, despite desperate attempts to ramp other companies RNS alerts. The market is too clever to fall for that ruse. How about ufo actually do some mining?

Price of Copper however just keeps going up and up.

If Bruce takes a bucket and spade with him to do a bit of digging, he'll have done more than the previous Bod over last 5 years.

Actually, haywain, given your background and expertise, I'd be quite interested to hear what the flaws are in precision. Some are known with ava6k such as half life which is why they've developed a way to tune this. I'm not being confrontational, I like to hear all sides if an investment story and if there's something we've all missed I'd like to know. Pop over to the avacta board rather than clog this one.

I imagine he's angry that you've cost him a lot of money trying to short this share, he wants you off the board and to stop sharing knowledge. You are one of the main reasons the shareholder base is so united, informed and ahead of the market. Ive not come across another share like it.

Alde - I've been in avacta for 6 years. Never underestimate their ability to snatch defeat from the Jaws of victory, like with the lft, medusa 19, bams testing, ava3996, coris, affimers, daewong and LG chem partnerships, Als infamous webinar. Avacta are nearer the finish line than Hemo, but both still have a long way to go, I'm sure both companies will come good though. Whichever one comes in first I'll probably end up buying shares with the proceeds in the other anyway.

If Hemo find no DLT at full dose level, and signs of efficacy by end of the year, then the handbrake is off, and financing the rest of the trial will be much easier and less dilutive. Hopefully vlad has plans in place to proceed with a partner for phase 2 on attractive terms to shareholders.

Nothings official until Avacta mentioned on page 12 under an advert for canesten thrush cream in the Yorkshire Times.

Don't mention novacyt. I still have ptsd from watching my holding drop from £13 a share to 40p before I bailed out

Nice, just another 50% to go for me in my SIPP until I break even.

Really hoping there is no takeover yet, I want to see two or three partnership or license deals first with cash upfront, ideally with two competing major pharmas. I want any buyout to be in double figures, not just give me my money back.

Meant to say "an incrediblly supportive shareholder base"

Likewise for me BBE. At one time Avacta was >60% of my portfolio, GGP about 20%, but ggp now worth the majority by far. I'm way down on avacta now but I still think it will come good in the next 18 months, not to the extent ggp has, that's a unicorn with a shareholder base, but at least my my initial investment back.

My other turd shares like AMP, EUA, HEMO, THG and especially UFO will always be turds, no point selling though on the offchance some rns makes it bob back up the U bend - you can't win em all!

Currently +201% in Isa, +375% in SIPP.

And it still feels like we're just getting started! Roll on full year financials in july/august, would love to see a 20x PE ratio applied to whatever our profit line is then

Tbf these are pretty standard acknowledged risks for early stage pharma - look at past avacta end of year Financials, they go in to even more detail for example. At least Hemo were upfront about it rather than Al "don't worry about the finances" Smith which then cost him his job.

Fund raising has always been the key foundation for developing assets through phase 1, but apparently Hemo has enough, a setback or delay occurs. They'll either hope to line a partner up for p2, or raise more funds, but at least by that point the SP should be a lot higher than it is now.

When Iran situation is sorted by Nov, the brakes will be off the SP (and hopefully the rest of my portfolio)

Just matched at £6.70 which is around my average, was not expecting these prices again!

I only sold a portion back in Jan, 240 shares to be exact, to pay my self assessment bill. I then bought 200ish back

I sold at 8.20 a few months back.

Bought back in at 8.00. I'm like the next Warren buffet. Avr is £6.89 in isa and £4.15 in sipp, though for fewer shares. Pretty happy with that, exciting to see what happens over next 12-18 months, if the HNW individuals carry on supporting Hemo I think we'll all do well.

If the Russian orcs stopped f&cking donkeys and noshing each other off, they might have progressed further. Their economy is destroyed for at least a generation, Ukraine will be helped by it's allies to rebuild, hopefully with dirty Russian money. Can you imagine China doing that without making Russia it's little b!tch?

Im with free trade for my isa, sipp and gia which is fine for what it is, but this and t212 suck at getting matched. I've had several trades ranging from £150-500 for 8.10-8.30 since yesterday afternoon and none have matched despite SP being lower than my lowest pending trade, which is frustrating. Shows the limits of these cheap/free services, hoping you just send the order to the market and get matched at the ask so they make a profit on the spread.