Member Info for LovableLumax

It's never easy to oust a CEO and founder of a business and one who has likely run the co like a private business for too long. Chris seems to have a different view on how to move forwards whereas AS wanted to IND 3996 whereas CC seems to want to look at the more toxic newer drugs which to me makes sense. Most large pharma are going for ADCs so if we're able to improve upon them so the next generation then this will surely accelerate interest rather than applying our amazing tech to older albeit better known molecules. Now the pathfinder, 6000, has shown the platform works it's time to apply to the newer therapies and make them even better. No doubt an awful few months for holders but surely a low point and upwards fromhere.

Worth remembering we still had several patients taking drug in the 3 week study and data will be presented so surely the results will improve and even more PFS and patients lives extended without the awful side effects. News on 2 weekly soon too and hopefully some BOD appointments too

Yep and who knows they could get a strategic investor in. I hope retail have a chance to take part. I do think revenues will really pick up in Q4 so if they raise imminently it won't be for too much, it'll depend on what's booked for the auditor to have visibility on revenues. Onwards and upwards

Yep, fair enough LOTM will keep it civil. You sound genuine so all good and not a pump and dump merchant.

Potential here huge but I believe one more raise needed and if it's to retail I'll take part and if strategic investors I'll have to buy more higher. All good either way

2Phevs you sad little creep I still remember you pumping here incessantly every day and then to dump most of your shares as one of our collaborators were working with a rival. Funny as.

Yeah Avacta a shame but the science sound but sadly got their pants pulled down raising in this climate but all okay as haven't sold any and 2 year cash runway so will come good. That;s why I'm nervous here, cash will be needed and revenues massively weighted to end of the year. You're doing your pump so when are you dumping this time?

Hi, this is tickboo, I hold here and expect this to come very good indeed but I've been consistent in saying I expect a raise H1 so waiting to buy more. Amazon has been working on their version for a good while. Liking LinkedIn posts doesn't mean they are working together it's just what you do! I like competitors posts, it's a small world!

CC is based here BTW.

More board appointments will follow and I suspect TG will be toast. Can’t change both so give CC time to get her CFO spot on. Onwards and upwards.

I think the clinicians, oncologists and scientists understand the progress a lot more than the market. Targeting so good as can be seen in data they are able to go for 2 weekly dosing and as a first line treatment. There is no way oncologists would be recommending that if the data wasn't directing them there. They have a duty of care to their patients.

Wyn the timelines have been poor at best but they initially planned for 4 cohorts and 12 patients and we had a delay to change the design to 7 cohorts but we also have 42 patients so much more data. The 2 weekly will likely mean 54 patients (4 cohorts) and given 2 weekly is more focused on efficacy it's a lot of data and info for large partners to take a real interest. Obvs not happy with this year and the awful raise but we're in a better place than ever before IMO.

Superb news but cost effective treatments will always be needed. Also a personalised vaccine extremely expensive. That said good news.

Increasing their short by 360k shares, who cares. There is only 1 II with a short position above 0.5% which is actually not bad in this climate and given we are biotech it’s expected. The results so far are spectacular. Onto Tuesday.

Also biopsies are of course are taken by different people and even with normal doc will have variables with the same dose as we are all different. An important take away is you can see a correlation between dose and dox. Higher dose higher dox. Yep it works as it should.

Doxorubicin, a frontline drug used in cancer treatment, has been employed for over 30 years. While it can cure certain cases, it also poses toxicity risks to major organs, particularly life-threatening cardiotoxicity. This toxicity necessitates dose-limiting treatment1.

Here are some key points about doxorubicin distribution:

Initial Distribution Half-Life: Approximately 5 minutes, indicating rapid tissue uptake.

Terminal Half-Life: 20 to 48 hours, reflecting slow elimination from tissues.

Stodgy and how would they report on this? Issue an RNS reach that would look ridiculous or have the reps who attended tweet that the poster was well received which is what they did.

If 2 weekly results really amazing they could surely ask them to continue dosing (backfill) new patients so get the numbers up. We have 42 patients in 3 weekly all showing drug is safe and signs of efficacy in heavily pretreated so if amazing results in 2 weekly they'd want to surely look to help patients ASAP so backfilling makes sense rather than waiting for P2 to be set up. Obvs results need to be really knock out

Sheppy, are you in the Maldives on your own?

Shares were admitted on 19 March so 40 days will be a week Saturday.

Yep, sure cash burn is down but remember H1 is always a lot slower than H2 so it’s likely revenues will really accelerate H2 and Q4. Highly likely a raise coming before end of June. It might be strategic investors at a premium or not dilution at all and some other mechanism. Hopefully not a retail raise as it’ll be at a discount but if it is I’ll take part.

All of the campaigns they’re doing are fairly small beans but they seem to be doing many which is great. As I said i expect this will be the final cash call.

I’m sure most know money is needed here before end of H1 (for auditors to sign off on accounts without ‘going concern’). I hold here and will buy more once funding clear. If they raise at a premium I’ll have to pay more but given the dire conditions and how hard raises are it might not happen. Potential here clearly massive but the market unforgiving and it’s been said potential massive for years. Now with programmatic they can scale and most of the heavy lifting done but they need one more cash injection before they’ll hopefully be able to self fund.

Although a very different co a co I have a holding in was 100p for 12 months and just raised at 50p. MIRI different as should accelerate revenue growth in H2 and beyond but who knows. Ideally they get a few strategic investors who are able to pay a premium knowing it’ll go from strength to strength. What you don’t want is a discounted raise and open to retail as it’ll drop to that level.

The 2 weekly trial has just started and cohort 2 hopefully starting end of the month. I suspect prelims on Monday 29 April and he’ll surely need a miracle from now to the AGM to save his bacon. He’ll need to share price a fair whack higher before AGM or else I suspect many will vote for him to be ousted.

Notice of prelims Monday next week and safety committee happy to process RNS end of next week. A bonus would be that a patient/s have received first dose.