Member Info for LovableLumax

Superb JT. I mean we are over 10 times better so not next generation ADCs but a whole new ball game!

Because of the 3 weekly arm they are able to dose 3 patients in each cohort in parallel (if able) but they can't start a cohort until the prior one has completed.

They’re comparing 12 week cumulative doses. Email the co but it’s 100% 2 doses and 2 weeks observation BEFORE they can move on. It’s still a safety phase.

It’s 2 doses not 6 which is why AS was able to give the very optimistic timeline of readout in H1. Was always highly unlikely but good to see cohort 2 has been fast and hopefully the third patient in 3 dosed soon and then we could have 4 start in say 5 weeks and completed it all patients dosed in 4 weeks but given that seems unlikely hopefully 4 is completed by mid Sept and we have a read out end of Sept or early Oct and with 3 weekly. Timing would be great with heights due 21 Oct. Pipeline update could come after the data too. Here’s what we’ve done/proven it works as I tended and here’s what else we can work with having done some preclinical.

Each cohort depends on available patients and they’re being pretty selective for 2 weekly. Each cohort needs 3 patients to receive 2 doses followed by 2 weeks observation (can continue dosing) before next cohort so quickest is 4 weeks for each but 3 patients need to be dosed on the same day/s.

They are not running in parallel ie until a cohort has completed they can’t start the next. The fastest cohort can take is 4 weeks. 3 patients start together and 2 doses and 2 weeks observation is 4 weeks. Safety committee meet and next cohort. Hopefully 3rd patient in cohort 3 dosed this month and cohort will complete 4 weeks later and after safety committee cohort 4 could start say early August.

Close the gap and move on up

The issue is there has been plenty of stock below 1p for a while so someone has been offloading well below the raise. If programmatic ready to role and accelerate by Sept to generate decent revenues before YE MIRI could have finally tinted a corner. If we get another presentation packed full of partners but programmatic further delayed they’ll be raising again early next year. History tells you that.

Perhaps they’ve frankly got programmatic ready and not more jam tomorrow. We’ll see

Funny that all the major pharma cos don't see vaccines as a silver bullet given the number of acquisitions re ADCs and developing their own possible therapies. Again, many ADCs are not as targeted as hoped so bad side effects. preCISION seems able to improve upon this and I hopefully 2 weekly will show a lot of efficacy given first line treatment so naive tumours and ones receptive to dox . Apply the superb specificity to ADCs (see Avacta's wesbite for advantages) and we have the next generation.

A reminder -

https://avacta.com/precision-adc/

Huge sums are being spent on ADCs (vaccines will take more time and treatments will always be needed even when rolled out) as therapies needed and if a co can deliver these more toxic drugs with fewer side effects and more efficacious (more getting to tumour and secondary tumours) then there will be huge demand for this. Biopsies proved preCISION mechanism of action and 2 weekly should show unequivocally (albeit small numbers) dox behaving like dox and working well on naive tumours and ones sensitive to dox so the platform proven and the pipeline work should show more powerful toxins can be delivered in the same way. An exciting few months ahead after an awful few months

I suspect sure will be a fair few buying ahead of the AGM and will make 10-20% and dump. The presentations always impressive, the non financial KPIs anyway. The question is how quickly will programmatic be rolled out and generating meaningful revenues. I whether whether they will say when they expect to be breaking even next year.

Looking good from a technical point of view. Could see a breakout.

Good questions to be fair.

I bet Stephan is concerned at the thought of some deep, stern looks and he might consider his position but I reckon there are 500,000 reasons why he'd stay. Sure he'll retire after fleecing shareholders here, he's taking around 30% of the total revenue and 9% of the recent mates rates raise. Talking of the creep's mates rates raise people have been selling some 30% below this and can buy 25% below. It's so funny the numpty banged on about mates rates and for weeks and weeks and said I was talking crap and he's again done a u-turn. What a joker.

Here's another comedy gold post from the James (2phevs) and bear in mind this was before the raise and M&G were selling well over double the current share price -

What a laugh M&G.....can't believe people give these companies their pensions to manage

*was egging on others (like LOTM was) to buy (well over double current share price).

Creepy James, or 2Phevs is good at research and posting it in on here whether they be immaterial LinkedIn posts or otherwise. That's okay albeit rudimentary. The issue is he is either emotionally involved so can't think objectively or he is quite dim. James has a handful of contacts on LinkedIn so I assume does not quite understand the platform. I mean he thought Mirriad with £1.8m turnover pa and burning a shed load would have access to future invoice financing because someone who worked for such a co liked one of Stephan's posts FFS. Someone at Samsung Investments also liked a post so he thought they were building a stake (pre-raise). Phevs laughed at me for suggesting a raise due in H1 as thought sales would be well up and was egging on others (like LOTM) to buy (well over double current share price). Phevs has prattled on about #matesrates for weeks and even posted accusatory remarks to the broker on LinkedIn, I mean what a clown and now he admits it was a distressed raise and that was the best they could get. I mean look at the volume, most of it is LOTM buying! How can anyone take him seriously? Surely just note regulated RNSs and not BS on LinkedIn.

BV a cohort concluding and one starting or allowed to start (okayed by safety committee) isn't material info so doesn't need an RNS. What's considered material a little subjective but I don't believe cohorts completing or starting are. I consider biopsy data a lot more material and we didn't get an RNS for that on or before science day.

Last post as it's boring and as pathetic as you seem to be. I'll be at the AGM and if you wanna continue trying to be the tough guy let's meet. I'm not exactly gonna kick off am I just see whether you wanna be so mouthy in person. I'll assume not as you're just another ignorant Daily Mail reader.

Hopefully the BOD is recruiting a new CFO and we have news in the coming weeks if not at the AGM.

Notrex, if you're attending the AGM I'll happily meet you. Keyboard tough guy, if not pipe down.