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The market continues to misunderstand what #AVCT has achieved, what they’re trying to do and the impact of their breakthrough.

The company is viewed as ‘just another biotech’. A view which sums up just about everything which is wrong with AIM. But we can’t blame only AIM for that. Well managed companies rarely blame their index.

To fill the gaps in understanding what the company is actually seeking to do, people point to charts (and anything else) which they feel offers some insight into explaining why the market does not see what a relatively small group of shareholders is very excited about.

I was speaking to someone on Saturday. A lot of money invested in the market. Knows of AVCT. Knows roughly what they’re seeking to do. Knows I like the company. Rolled her eyes as soon as I mentioned the AGM. Perennially letting the market down was her line. She doesn’t know the company (in detail). Just that it’s another cash hungry biotech which has let retail down to date and placed at a massive discount.

She knows enough to realise management has changed but doesn’t understand the significance of harnessing FAP. That’s part of the issue, you have to be so close to AVCT (the nuance of personnel changes, the CLN, the deals, the history etc) to even begin to understand why the company is down here and truly appreciate its potential.

Conventional therapeutic approaches have predominantly focused on tumor cells.

We know that the stroma, a critical component of the tumor microenvironment, plays a vital role in cancer development and progression.

The tumor stroma is composed of many components in the tumor tissue, including cancer-associated fibroblasts (CAFs).

CAFs are the most important drivers of stromal interactions which can lead to tissue remodelling, disease progression, metastasis, modulating the immune response, and treatment resistance formation. We kill CAFs.

A key aspect of CAF development is fibroblast activation protein (FAP).

Generally, FAP is overexpressed on the CAFs of over 90% of epithelial tumors such as breast, colorectal, head and neck, lung, ovarian, and pancreatic adenocarcinomas.

Owing to limited FAP expression in normal tissues, it has been identified as a “pan-tumoral” target for targeted therapy of cancer. ‘Molecule of the century’ as many have termed it.

Many have tried and failed to harness FAP.

It’s nothing like taking a new drug through clinic. It’s been said a thousand time but the market does not get it: successfully targeting such a valuable molecule (FAP) is a new frontier in oncology. It’s why the CEO is so excited.

AVCT has never previously been able to sustain any gains made through a combination of the CLN and lack of clarity around strategy.

The first is on its way out. The second now exists: prepare to go all the way and see who breaks cover first.

buy dips i’m not trying to clear back credibility from randoms on a bb. i’m honest. i call out 2phevs who posts bull**** and lies. if you’ve read his posts earlier this year it’s beyond embarrassing. the posts to the broker on linkedin the same. the guidance and delays means a raise inevitable and the chuckle bros will ramp to get others in so they can dump. everything i’ve said this year has come to fruition. i’ll leave you mug punters to it. oh and £400k revenue in 6 months i bet they spent more than 10% on that on jolly in cannes!

My word I’ll ask again did the fund managers who put in at 40p or recently 3p have pedigree and their reputations (jobs) to protect? Yes they did. They got it wrong. Many haven’t continued buying as the share price plummeted or took part in awful raises as they learnt their lesson.

I also know and respect Milner who’s a very smart buy and savvy investor but has also made bad calls. It happens. I called a raise last year and got shot down. I said crap LinkedIn posts aren’t material so shoood be ignored as no RNS which meant revenues not growing and got told I was wrong. I said programmatic would be delayed again and hey presto.

I am saying there will be a raise end of this year or early next and less than 1.25p with likely over 1bn shares needed.

Given the cash burn, delay in programmatic and crap guidance (which will be missed) they won't have much of a choice when to get the begging bowl out it'll be end of this year or early next. The question is how big a discount will they want to get one away. Could see 2 billion more shares coming in 6 months

Mate there were very respected fund maangers buying here well above where we are now and they wouldn't touch it with a barge pole. Great tech but wrong execution and team. Simple. Many get it wrong, fund managers, chairmen etc and because some bought at 3p was that sensible? No. The 3p lot now need 300% to get to be sure there wil be another raise before end of Q1next year and lower than 1.25p. Any good news here and it goes above 1.25p will be sold into as it was last time when went to 4p (from 3p raise). So yeah buying shares now for a trade likely could mean profit.

Yes cash should last until middle of next year but the auditor (like this year) will need 12 months cash to sign off the accounts. MIRI should have learnt from this year and not want to leave it so near to D-DAY so they will likely raise at the end of this year. If they leave it to next year they will again get their trousers pulled down as they will again be desperate. The chairman has basically said they will miss guidance for this year so a raise nailed on.

Here comes the jam! It's all gonna be okay and they won't be raising money in 6 months, deary me.

Yep, the chuckle bros spend all their time on here patting one another on the back and ignoring red flags and encouraging others to ignore them and put any dissenting voices on ignore here so posts cannot be seen.

The begging bowl will be out in 6 months and could be 2bn more shares to keep the lights on and top up the CEO’s hefty retirement pot.

My largest investment is AVCT which also had a shocking raise but they’ve cleared out the CEO (founder), Chaorman and CFO and the market has responded.

The chuckle bros are massively underwater so will be back posting and ramping before long to try and sell on any uplift and there will be one albeit short lived.

Best of luck to you too, Wilks.

wilks lotm has no shame and was egging people to buy over at advfn when i think the share price was 2.5p. the **** on here telling us his buys, what a mug. no doubt he and phevs will start their ramping again as they wish to exit with some cash

2phevs isn't on a payroll, he's a creep and a liar. he said he was involved in plcs listed in the us and his linkedin says that's utter nonsense and the fact he has fewer than 100 or even 50 contacts (can't be ****d to look) says it all. weirdo who doesn't listen, understand accounts, aim regs and merely pastes immaterial crap on here. lotm a clown who continued to buy when there was an entity dumping and he was egging gggg to buy more as more shares became available for less than 1p so thought that was good news. it's a red flat ffs. ggggg didn't reply so i suspect realised it was dodgy. lifestyle plcs and jam tomorrow ceos live off mug punters like phevs and lotm, i mean most of the buys of late have been lotm's so he's not on the payroll more like financing the ceo's retirement fund.

reardon there has always been pipeline, the issue is execution. they signed disney on a 2 year deal over 3 years ago and we haven't heard anything since so they fell by the wayside. if the ip created a barrier to entry a major co would have bought miri last year when the 'for sale' sign' was up or even put a 10 p (£50m before raise as 500m shares) offer in but no one did. red flag. ceo taking the **** and always jam tomo. they'll need to raise before next audit sign off so it will be over 1bn more shares coming to market. the rubbish guidance of £2.8m issued will of course be missed (always are) so if they have any sense they'll be raising end of this year rather than next when all will know they go under as can't get accounts signed off so an even bigger discount.

this is only good at the mo so a short term pump and dump trade. the presentation will follow the same format, huge addressable market, impressive and growing clients (who spend less and less!) massive potential and basically next year rodders will the ceo banks over £40k a month which will be more than their total revenue in some months!

Apoligies for dominating the board this morning. Funny how the chuckle bros go missing when the crap RNSs drop. I am temoted to buy some as I know the presentation wil be rampy and will sucker more punters in so could recover short term before dropping like a stone and the MMs might keep the spread wide so tough. Sure the ones buying now will take profits when it spikes and who can blame them.

Chuckle bro number 2 was telling us all when he was buying recently and the clown didn't think wow there are more and more shares available well below mates rates. Rather than thinking hum someone selling (distribution) he wanted to catch the falling knife, clueless.

Anyway, sure there's money to be made for a quick trade (like last time when raised at 3p and went to 4p) but I suspect selling pressure will return

No worries at all Sax and many get suckered into these lifestyle AIM PLCs with amazing potential and we think a unicorn. I bought here many years ago and every year it's the same with more partners, huge TAM/potential and more jam tomorrow but awful financials and a CEO milking it and no cash balance so a raise maybe this year before they are desperate next year (audit sign off). 2Phevs ramping this and a liar as was posting stuff from the audit report and actually missed important parts out so knew what he was doing. I don't wish anyone to lose money but 2phevs deserves to for being dishonest. The mates rates clown also encouraged people to put me on ignore of 'green box' me when I was merely speaking the truth. I notice LOTM silent who was telling us all he was recently adding at 1p when he would buy now for 1/3rd less. I suspect gggg did not get to his 2m as say the number of available shares on offer which is a terrible sign

Sax the tech looks amazing but like BIDS incompetent management who are milking shareholders. I mean a massive loss making co and the CEO taking £500k a year says it all. My only advice (I'm not a financial advisor!) is to not buy more hoping for a turnaround and to reduce your average until solid and material RNSs land and not nonsense on LinkedIn.

Unbreaded I was saying preCISION means the targeting to the TME 10 times better than ADCs. So if we have the same warhead as an ADC we will be 10 times better so I would not compare the efficacy of dox against a more potent ADC warhead. That's the beauty we will be able to attach warheads that haven't passed trials as too toxic (side effects) so we will be able to hopefully trial these which will be really appealing to large phama cos. Hence why 3996 likely a dead duck as even more exciting war heads out there

creepy james remains positive. well with over 7m shares and likely needs a 50% uplift to break even i guess he will continue to pump this and post immaterial linkedin **** and lap up all the jam tomorrow they have been spreading for years and years. pump it up james and sell before the next raise and if they learnt from this year it’ll happen end of this year rather than early next. i reckon at least 1.5bn shares and at 0.5p or if lower will mean more shares

surely james and lotm will be there supporting each other and holding hands lapping up all the jam tomorrow spread by the ceo milking them. why no cash position given? they know if they do they are even more ****ed.

2ohevs banging on about mates rates for weeks and weeks and ignored me and others. no wonder there has been drip feeding of shares and little buying 20% below james’ (2phevs) mates rates. people keen to sell 20% below mates rates though.

what is concerning is they have not given a cash position, hopefully the yearly **** up at cannes expenses not yet paid! what a great job to have. rinse and repeat. i wrote the below earlier in reply to someone on advfn asking if this is going same way as bids -

it is nailed on. great tech, ahead of its time but **** poor management. ceo taking £500k a year. a lifestyle business. he will retire after this and would likely be earning £100k maybe £150k max elsewhere. it is the same every year, jam tomorrow. i suspect the presentation later will show huge tam and potential but they cannot execute. they will go under and the big boys will run with it. why no one bought them out when up for sale. could have bought them before last raise for 10p a share (£50m) if there was a ip moat preventing new entrants. another raise nailed on the question is will they leave to q1 next year and even larger discount or try and push one and eke out another £500k for the ceo end of this year?

Same old mirriad. £400k revenue for H1 and the CEO will have taken over half of that in cash. Programmatic delayed, another raise nailed on for early next year and likely 1bn more shares coming to market. LOTM encouraging people to buy again. I bet the team spend 20% of H1 revenue on their annual jolly to Cannes.

Keep on posting immaterial BS on LinkedIn and sucker more punters in so you can offload.

No wonder so many shares were available under 1p and no one was buying in volume (TR1s). Distribution of shares happening for several weeks but creepy James continues to ramp. Gggggg I knew from SNG, I hope you didn’t buy too many.

*10 times more targeted than some of the best ADCs.