Member Info for LovableLumax

I still hold here but 2phevs has no shame. It's not material and they already work with 9 of the top 10 which currently generate very little together so another won't for a while.

Also, 5p per tier 1, that's nearly £25m for each. how have you arrived at that?

Given they did not announce all of the other 9 deals this looks a little desperate, hopefully more news and material news to follow.

Thorn, out of interest what is your holding here?

If that's all they've done in a month it's a concern. I doubt that would generate much more than $100k.

Just looking back on some posts re the price, most sells were above mid and a fair few large ones gobbled up which is why it took a while to move. Always good when sells above mid and easy to sell large chunks.

Expecting an RNS due to a 'significant increase in volume' suggests a leak.

Ha, yeah that makes me laugh. Shorters still call it a death spiral 12 months after it arranged and we are some 40% above the raise. Hopefully we can regain momentum ahead of bi-weely RNS.

You think there has been a leak as there are a few buys? Blimey, get a grip!

As well as the hard facts of biopsy data we also have several patients (heavily treated with advanced tumours) whose disease had not progressed and who still received drug, again suggesting active FAP expression and of course signifiancant tumour shrinkage in one.

Thorn asked what therapeutic levels are and implied Avacta has been vague which is fine but suggesting they are doing so as the results aren't that great seems to be the angle. Look at the science day slide with the biopsy data and you will see the different cancer killing mechanism targets at the bottom and what each biopsy managed to achieve and you will see very impressive figures indeed which suggests a lot of drug in tumour and therefore they must have had sufficient quantities of active FAP

I don’t know this for sure but in other meetings what tends to happen is someone would write the notes and then circulate to the other attendees who would comment and or add. They’d then amend as agreed and when all are happy send off for the company to agree or amend before then being circulated. Pretty standard and surely what happened here.

I think the NOMAD has a better steer on what news is deemed to be material than some retail investors who spend hours on end discussing very little on here.

The science day deck wasn’t deemed material and had lots of hard data from biopsies. Spending time with its largest shareholder group makes sense. Agree to disagree then.

Thorn, do you feel the same when Funds or IIs get FaceTime with management due to their clients collective holding? Happens all the time and this is no different. No material news was given. Remember the science day deck was not deemed material and that had lots of detail. Saying a tumour continues to shrink isn’t material. It’s good to hear but not material as they already announced they’d seen signs of efficacy.

Also, unlike IIs who wouod keep their notes to a select few this has been shared. Fair play to the BoD and of course they had the NOMAD and lawyers sign off.

If you’re a holder this engagement should be welcomed IMO and if you’re not in the telegram you should welcome the fact it’s been shared. I suspect non holders and shorters peeved and understandably so as it doesn’t fit with their narrative.

Agreed and that will be a large tick/endorsement of the data so far-

Therefore, in parallel with the completion of cohort 7, the Company intends to begin a short study to explore more frequent dosing (fortnightly) of AVA6000 as a first line treatment in patients with soft tissue sarcoma. The study is expected to begin in Q4 2023 subject to receipt of approval of a protocol amendment from the US Food & Drug Administration (FDA).

First dose not jab!

Baffy C6 completed on 19 September so patient 1 could have had their first jab soon after and 2nd 3 weeks after which is when patients 2 and 3 would receive their first and 3 weeks later their second followed by 2 weeks observation. So the quickest a cohort can complete in is 8 weeks, absolute quickest.

Bein you are pathetic. I was as positive last week and last month as I’m a today and as my posts say.

Tiresome. Get s grip.

Why say it? It's a discussion board FFS. I said if it falls hard and fast it will bounce harder and faster so no need to worry.

Bore off

There are some touchy idiots on here. My first and second posts and nothing controversial there and I am long and don't trade -

There is also a gap that will likely get filled before the next leg up. 108-114p. Not saying it will but they often do. Likely the last time it will be anywhere near that low. Then data before the next conversion so surely all time highs before year end

Tuesday 19th Sept at 8am there isa a gap. I am still all in and it might not get filled but if there is a drop to there no need to worry and it'll bounce hard. Just pointing it out. Some are so touchy.

Yep Bein, as I think a post pointing out a gap from last month will mean it will fall to fill it. I am all powerful. Get a grip. If we rise that's great but if we fall in the short term no cause for concern. Time to move on.

Wow I was merely saying if there is a quick, large drop occurs it is nowt to fear as a gap will close before the next rise.