Member Info for LovableLumax

Also he will be out of work in the not too distant so it wouldn't be surprising if he wanted a lump of cash. Who knows could pay off mortgage and also Labour has mooted putting up CGT so it could well move from 20% to 45%. Regardless it's not imprortant. What is important is data and the next few RNSs confirming all on track and going well

Expansion will start this year and if Avacta independent P2 will start next year and my money is on a buy out during P2. I hope they are backfilling 2 weekly as results really good so more data

If he thought the share price was not going to get stronger he would have taken the opportunity to sell a fair whack more. He has held them which for a CFO leaving speaks volumes.

Could have a RNS tomo, options don't mean one can't drop.

Oh apologies!

A pre ESMO update on a Friday afternoon in August would be a waste of time unless the news was poor which it is not, News will come next week or the week after.

How has the SP dropped when buys outweigh sells by x3?

The above isn’t accurate at all. Lots and lots of sells above mid price so showing as buys. Good the MMs happy to buy above mid. Am pleased we’ve held up well over the summer.

They will release news on Sept. Crazy to publish RNSs in August. If the trial had stopped due to safety or some other reason it wasn’t working as planned they would have to issue an RNS. No RNS is no problem. A news rich period imminent.

I know you're not the sharpest and by the looks of you might have some issues so I won't be harsh but the interim was 22 August last year.

A strong balance sheet of course helps with negotiations but ice implied that's what it was done when it was needed to get the audit sign off as it will be next April but with 3 weekly and I'm sure knock out 2 weekly data as well as an exciting pipeline (and new BOD) I think this time there will genuinely be optionality.

Yep, icecool seems confused! Cash will be needed by April next year when the accounts are signed off. I suspect there will be injection/s this year through deals and strengthened by DX sale.

LinkedIn posts have been a thing for years. Before the chuckle bros were even invested lots of LinkedIn activity and the reason they are not subject to RSNs is because they are not deemed material meaning generating material revenues. Given the shocking revenue growth for years and years it should be obvious but worth reminding others not familiar.

Interim report delayed which is odd. Last year mirriad had £9.8m cash at June 30 and I reckon will have a similar number this year. Without programmatic launching very soon a raise inevitable. The optimistic Allenby note of £4m was based on programmatic so that will be missed and will mean mirriad will have less cash at year end this year than last. Question is how bad will the discount be this time?

Well some decent buying volume, perhaps the interim RNS will have some solid news on programmatic. Surely this will move higher imminently. The interim will either mean a sustained rise or back down. Looking positive on the buy volume though.

Spitting venom, that's hilarious. I called this short at 2.5p when you were telling everyone to buy and that no raise was coming. Funny.

I this comes good that's great, it'll be a AIM success story but I can't see more pain beforehand as their costs are around £1m a month and without programmatic the runway is getting shorter and shorter. I just hope buyers do their own research rather than listening to the chuckle bros and me being the doom and gloom merchant.

Not so long ago phevs was on here crest fallen when raised at 1.25p and now look and LOTM apologising for selling the co at 2.5p to other mugs.

My bet is in the next 6 months or so the 0.5% one of the chuckle bros has will be diluted to 0.2% or less. The optimistic Allenby note (£4m revenue based on programmatic roll out in June) had £6.4m cash at YE which is a little more than last year. Safe to assume £4m will be missed so they will be raising early next year. 3bn shares at 0.2p?

Indeed in 3 weekly we had 6 patients in March who had small to large tumour shrinkage who were still taking drug so the longer they are able to the better. That said we will have 3 and 2 weekly read out this year so an exciting few weeks and months ahead and lots of other news due too.

Oh dear so the space is growing by 14% yet Mirriad’s H1 revenue dropped over 30%. Ouch. No wonder key staff are on their bike

Wow and he was promoted to VP of Strategic Partnerships in June and left Mirriad in July. We know that in last year’s interim report mirriad went down to 1 strategic partnership from 2 which again seems odd to be losing important partners when apparently on the cusp. Obviously an opportunity to work at a larger co but given mirriad a small player and many think on the verge of taking the space by storm (and share options) it’s very bizarre timing. Why leave if mirriad is about to take off.

Wow, assuming mirriad is close to programmatic so really accelerating sales and traction a senior employee leaves and one who was clearly important. Been at mirriad for 3.5 years and leaves now. I’m not sure how anyone can think that positive.

Of course Avacta won’t stop the trial! I was merely saying there will be a data cut off likely 4 weeks before the conference so we will have more data when we are ready to publish an RNS.