I am no expert on clinical data releases, whatsoever.
But was yesterdays presentation quite light on data? It felt more of a sales pitch to me.
But like i say, no expert.
More than happy for Dr Coughlin to speak on behalf of the company going foward.
She is in a different league when it comes to pibloc speaking. Gave Avacta the feel of being a corporate enterprise.
I think the Vox interviews are better for Vox than they are for Avacta.
Somehow, Avacta need to position themselves as a company enticing institutional investors rather than retail. With respect to Vox.
Im not convinced Alan is going to be able to partner precision with a 3rd party until at least phase 1 is finished (2 weekly study). Atleast for an up front fee. Surely any third party would wait till that is done.
I struggle to buy into his answers when questioned about commercials.
Its all about financing.
Avacta currently have a slow burner of a rights issues going on with Heights Capital.
I am not convinced investors always have faith in the CEO's answers when it comes to future financing and overall business strategy. eg. purchasing 2 x diagnostics companies. Only months later investors are told they may be spun off to finance PreCision.
Avacta are listed on one of the worst indexes (AIM), which makes it difficult to encourage big institutional investors to get onboard.
She explains it in a clear positive way
T'll probably become the new standard of care for Sarcoma chemotherapy, but it'll take time and a definitive phase 2 trial.
That's just how it works. Not FUD, realism based on the facts.
Thorn, anyone with half a brain knows there will be a phase 2 trial. I'm not sure what you are getting at?
Alan now needs to articulate, honestly how he intends to finance phase 2. Thats what the markets wants to know,
Feel like im waiting for neil armstrong to land on the moon
BITL
Hopefully it wont come to that. Highly unlikely considering Avacta has very few instituational investors capable of putting any pressure on. Conifer perhaps, although they are only 4%
I find it strange that the timing of the presentation pretty much rules out any US based analysts from attending.
Why not have it in the afternoon amd allow them to attend unless there isnt any interest.
My god, some of you are impatient.
Alan will release the data when he feels the time is right.
I wonder why, EBR are highlighting it on Twitter...
Fiona has written a piece in the EBR Magazine. timely?
https://t.co/z3UwT3l7sW
Still waiting for my four quid
Does anyone know when Alan's going to release it? Surely has to before the presentation onWednesday. Not sure about you guys but I shall be doing a deep dive into the data to Ccircle back my questions to Avacta and need ample time to get my head around the graphs and tables. I am sure the nore intelligent readers will also be doing the same.
I only follow one poster and thats Hurst. Whilst, 99.999% of his calls dont come in each post has humour.
Keep it up, Hurst.
Is anyone physically going to this? Be excellent to have some boots on the ground reporting back. Can reqlly gauge a feel for the atmosphere when you are there.
What does the even mean. Start in parallel with the end?
Isnt the fortnightly study meant to start in parallel with the end of 1a?
Whay happened to Neil Bells replacement?