Member Info for LovableLumax

Sorry arms I didn’t mean you I mean whether you’re looking for investor relations type PR or hoping for industry PR neither will make too much difference if there’s no meaningful business and given rembrand is clearly not doing much and mirriad has closed its offices surely they’re winding down.

arna, whether you're hoping for ir to try and help the share price or trade pr to try and drum up business pr both neither will do much. miri was really busy on linkedin for years which inflated the share price and had dumb and dumber lotm and 2phevs ramping and writing bull **** research notes to entice other inexperienced investors to put cash in. miri has/had a very impressive client list so those in the industry know them and they spunked cash attending events in cannes to north america all of which seemingly garnered little roi.

the only thing that'll help is if rembrand pull their fingers out but they're incentivised not to and will surely be keen on miri going to the wall. i'd be amazed if iis saved this for another year with a raise as i'm sure all have written their investment here off. we'll know in the coming weeks.

It’s made me chuckle to think that using an ISA allowance would be putting over 6% of the company into one. What a mess. Writing was on the wall a good while ago.

Https://x.com/rah00084/status/2041237491533898115?s=46

They need a registered office in the country they are incorporated in so yeah it could be a post box and likely is.,

Winging down their London ops to save cash I suspect.

A TR1 with rembrand’s name on it, WTF? If this goes under rebrand walks away with whatever it wants from MIRI which I assume is why they haven’t ramped up sales at all. Very clever. Have a JV targeting the biggest market so MIRI can’t and then do feck all and walk off with their clients when MIRI can’t generate enough revenue elsewhere. I called this yonks ago.

If Mirriad’s IP was as good as thought they’d have been taken over by a major media player. Miri is now simply dropping signage in to scenes post production which anyone can do. There’s no automation (it’s done out of India) and no programmatic. I really can’t see IIs chucking more money their way as throwing good money after bad and even more so in current climate. I may be wrong but we’ll know by the end of the month.

Exactly LLP and no news is good news as if the science works the way it's designed they'll know and will continue recruiting but if there are issues we'll know very quickly.

They’ll know if 6103 is delivering exatecan as designed within days. If the chemistry works it works. We know the FAP targeting (hardest part) works and now for the linker.

https://x.com/asininitybeyond/status/2037841181460017271?s=46

I news is good news as given days collection they’ll know of delayed release is working within days. If it’s not working as it did preclinically and as designed they’ll have to halt the trial and we can get RNS which would be disastrous. No RNS in the next week and surely all going well. That being the case we surely start building higher and higher and with 6000 days due to things should start to look a lot better for us long time suffering holders.

‪We look forward to rapidly gathering data from patients in the FOCUS-01 trial, which is designed to determine the kinetics of payload release, pharmacodynamics, safety & preliminary efficacy of AVA6103."‬

‪So they should know within days if 6103 is working as designed. #AVCT‬

I’d be amazed if they get cash from institutions given their history and current climate. No mention of US and the rebrand partnership which isn’t s surprise given it’s in Rembrand’s interest for Miri to go to the wall.

Hope anyone with shares has punt money and no more.

Once the dosing RNS lands we should know within weeks if 6103 works. No news is good news as if the data says the linker (PK element) doesn’t work so the drug exatecan is being released too quickly we’ll have an RNS as the trial will be stopped. Once the first patient dose RNS lands if there isn’t another within a week or so I’ll be even more confident.

I’m not surprised enrolment continues for 6000 and obviously that will not be for SGc but for STS and TNBC. SGC will have more than doubled the PFS and will surely be granted an accelerated pathway which looks nailed on and even more so with the lifetime limit taken away for faridox (6000). I’m sure that will have accelerated TNBC recruitment too. My guess if they will sell faridox lock stock as they’ll surely think no point in taking a smaller fee with royalties attached as if 6103 performs as expected Avacta will be acquired so may as well sell all rights to 6000 and use the money for CLNs and 6103.

This small raise means we can build momentum from Q2 with FPD, 6000 data, P2/registrational study and deal? Select dual warheads and excitement around 6103 with large pharma cos under NDA so accessing data as it comes in. Exciting times.

Touk, I Hope you shake off the cold and good to hear you’re exercising. Can’t beat it.

I doubt this will move a great deal until the balance sheet is strengthened and how that’s done will determine which way it moves in the short term. Once that’s been sorted if not already we should have plenty of RNSs to build momentum and hopefully from a higher base.

We should know by end of April very early May latest.

Touk, your first post yesterday was at 09:38 and your last 23:40 so some 14 hours later with plenty in between. There's more to life bud! If you're happy and have little else to occupy you and enjoy posting fair enough but thought if not it's worth pointing it out.

Https://x.com/tom_the_bomb__/status/2034063302276329934?s=46

New *independent* data from 🚨 The Institute of Cancer Research 🚨 shows:

AVA6000 only works when FAP is present in the TME.

No fibroblasts = no meaningful activity.

With fibroblasts = strong potency.

This is the platform doing exactly what it’s supposed to.

The Institute of Cancer Research proved it…

Add a FAP inhibitor ➡️ AVA6000 stops working.

✅ 3rd party validation of the mechanism.

Plus…

AVA6000 + ATR inhibitor = ~2x improvement in potency

✅ Combination potential confirmed.

Touk given the fact the FDA removed dox's cumulative max dose which had been in place for decades I suspect they are impressed with the specificity and I expect Avacta has applied for an accelerated pathway which will be a yay or nay within 60 days of application. If that's granted I expect that'll be the catalyst for a registrational P2 trial. I would hope terms have pretty much been agreed and if granted a deal will follow in short order.

More than doubling PFS is a pretty superb result so far.

Cry baby, what did I post that was inaccurate (aside from a raise en route!)? You're incessant ramping well OTT and spouting nonsense. This is classic given only around 15% get approved - FDA only grants Ophan Drug status when they know there is good chance of approval

Mag a couple of obvious points. When MMs are selling below mid the buys are indeed shown as sells but it's not positive, you'd rather full ask being pair or sells showing as buys as MMs taking above mid.

Circa 15% of orphan designations end up being approved. Get a grip.