Member Info for LongBull

"not enough of those patients have experienced disease progression for us to be able to calculate that median PFS in this cohort."

Although I hope for fresh data at BIO, if median PFS is still not reached we should actually bring out the champagne. Sure SP will go down, only the foolish don't understand that that's good news

Following the debate on the most recent RNS, it is (unfortunately) clearly polarizing amongst PI's.

What I believe we are missing from Avacta management is a presentation of Dox vs 6k, similar what management did in exatecan vs 6103. Both in scientific terms as well as in clear 'business' lingo. PFS in Dox vs 6k. Efficacy of Dox vs 6k, etc etc. Or can savy BB posters build this benchmark line by line?

TeaBag, please remind this audience of the PFS of standard Dox? Versus AVA6k (So far). Thanks

Fair point Craig, no clue. Whatever happens today re: SP won't give that answer either in my opinion. From my pov, this RNS proves further de-risking of AVA6K and the platform overall. Only thing that matters now is commercial news (between now and EOY), not what the SP does today

Wyndrum, show me a cure to SGC in this case.

In the absense of one, this is a pretty damn good alternative I would say

Pretty straight forward

CC is great, but the rambling as an answer to the question: 'when do you think AVA6000 could become standard of care' does worry me. Partnership looks far away if you listen to her (fyi, hope for the opposite). But that was quite some rambling trying to manage expectations versus getting excited about a pivotal moment that is nearly there (incl. confirming Avacta has not applied for AA)

No I agree. I'm just saying a crap offer is as good as no offer so not relevant

Well a crap offer is no offer, soooo

does it matter?

Well she read it out loud. Well done

'Continuing discussions with multiple parties on potential partnering of first, second and third generation assets'. Let's see how CC voices this over

Fully agree Dollyg

Thanks ChaiHa,

all clear. I never realised 1) the existence of AVCTF, & 2) it's impact. Agree it reflects US sentiment. Although eager UK traders could also extend the action untill later in their evening and trade AVCTF. But that's nitpicking

Also agree on the screening, and the relevancy of market cap in that perspective.

Thanks!

P.S. can't see the original post, not my reply anymore, no clue why that got deleted

Thanks ChaiHa, interesting I was not aware. Could you educate me please?

So you're saying opening at 08:00 directly reflects what happened in States via a different, related ticker? Not on AIM? Why can't US folks buy directly as I do outside of the UK?

Also, I don't fully agree to your point on watching market cap vs SP. They are clearly connected via the amount of shares outstanding, so bit of a non argument, unless you mean that a market cap threshold must be met to attract US interest

So to clarify in the case my sarcasm wasn't clear (which apparently it was not): I was referring to NFTs' use of AI, e.g. 'blind copy pasting' to speculate on the investor meet call, spreading the word that it would include clinical updates...

Anywho, I'm now myself falling into the trap of this BB to engage on personal discussions versus constructive discussions on content. Something I explicitly did not want to do (but couldn't let this slip)

Yes why doesn't he just blindly copy paste AI output without checking for accuracy and spread misinformation, multiple times

CC is Lisan al-Gaib though..

Sorry NFTs, but as much as I'm looking forward to the results, the presentation and the Q&A, it is completely unfair to post here that 'Avacta has explicitly stated they will provide a business and clinical update alongside it'. That's just misinforming this audience

Hey NFTs, where in the RNS does it say Avacta state that a clinical update will be presented? How do you come to this conclusion: 'Avacta has explicitly stated they will provide a business and clinical update alongside it'

What I do find interesting, that in the bottom of the RNS, there are 2 paragraphs. 1. About Avacta, 2. About AVA6103 (FAP-Exd). As if they are deliberately separating the two as their own entities. I'm sure posters here will tell me if this was always there or if this is a novelty

Now that is more like it..

Well there you go GHD, thats only 1.5x from where we are today. Hardly the benchmark we are aiming for