Member Info for M216

Bella,

if you don't mind me asking, how closely do you believe is AS aligned with shareholders?

He spoke yesterday about requiring a financial runway to support a strong negotiating position re; license deals, and clearly this is reasonable, but I think he needs to go one further and explain the boards' thinking around the Height's fund-raise and the DX investment case, to acknowledge mistakes, and demonstrate lessons have been learnt.

As was pointed out at the time by MM amongst others (probably yourself included), the DX acquisition was a terrible use of the companies' resources, and burdened the company with unnecessary debt, which ultimately left us in a position where we had to raise more funds at 50p.

If they cannot see or acknowledge errors, they probably won't learn, hence my question.

For info, been a SH since Feb 21, and building a stronger position every month. Not a trader, just want the company and SHs to do well.

To be fair Bein, he didn't state AVA6000 was valued at €250m. He gave an example of Immunicore(sic?) with a single commercial-stage orphan-indicator targeted drug (annual revenues of €250m) valuing that company at €3.1b.

Avacta are going it alone for orphan indicators with 6000, but are looking to partner for eg, Breast, Ovarian etc.

The results presented this week were fantastic I'm sure you agree, so the first licensing deal for the above, and it's value, unlocks the MCap of the whole company. They've rightly (IMO) not rushed into smaller deals for this very reason.

Notrex, I would control your posting, as you come across as rather rude and immature. I'm going to filter you because I have found that people like yourself take up too much room, and offer little or nothing to any constructive debate.

Perhaps you should learn to sit, read and listen, before replying.

Donna HNWI?

Avacta currently recruiting: this senior #medicinalchemistry #opportunity for Avacta Therapeutics. ................. flexible role for this #immunooncology #biotech at such an exciting stage of growth. Two very exciting pipelines, inspiring collaborators and a fantastic opportunity to grow your profile and develop your expertise.

TonyFawcett: so sorry to hear about your illness. I find it incomprehensibly ignorant that they have not bothered to reply to you, at least out of courtesy; as you are exactly the sort of person that Avacta and other Pharma companies should be trying to help. If not their trial; they could assist with other trials that are ongoing.
Had an email response within hours from a US company that are undergoing later stage trials related to Parkinson's (hoping to help a a colleague).

Best of luck to you

I have not considered selling, and given that the updates from the AVA6000 trials were positive, I am comfortable with my position, if not the SP. As long as the trials continue to deliver positive news, then I will average down as I am able (currently £1.39). Amazing potential here. Just feel for any who are forced to sell. Timing is everything. Wish I'd only just found out about Avacta now.

our company have paid more for a bag of 10 orient gene tests, so I don't think the price will be off-putting for business at least.

I'm in the same position; pushing my company towards Avacta as the first choice for LTFs. Medusa have told me that they cannot supply yet (at least they answered the call). Bioserve did not pick up the call I made to them, so I have filled out the online questionnaire, and am awaiting a response, as our company require tests for both employees and for business travel.

I agree; both NDN and Wyndrum's postings have become too ego-driven; posting for effect rather than contributing anything. Only my opinion, but it comes across as childish and takes up too much room on the forum. Neither of you are stupid, so why not reflect and just post when you have something of substance to say.

Just a quick in an out,; worked well for a change.

Thank you Mad for taking the time to post. I've been reading up on this, and have been aware of some shenigans, but am shocked how easy it would be to manipulate the market in this way. What's to stop a suitcase full of cash being shoved into a CEO's office to sweeten the deai?

In for a trade at 1.22. Surprisingly had to buy in small quantities, NT for £4k's worth. Just a quick trade hopefully.!

Surely he's giving as clear a message as he can, (even I think I understand it), where he thinks the SP is going.

Interesting interview with @mlofgran of #NTOG on the company being offered money by MM's looking to close out an accumulated net short position.

This was re-tweeted by M Lofgran, which indicates he supports the interpretation.

I have read that a short position had to be closed, but it surely can't be closed this way. Anybody heard of such a thing before?

My wife thinks I've stopped and that's the main thing. Refusing to kiss her for the last two weeks - not sure if she's noticed??

I'm hoping Blu comes back in good shape, although I'm thinking that may be worth holding for 18 months to see where it goes - could be really good.

Tlou - in profit, and happy to wait there for bit.
Ntog - will put any profits in here while it stays in the low 4's. I have a LT and trading pot.
TYM - got out just in time for a small loss - lucky escape. I had way too much in there and lesson learnt. I'm wondering about another go there and leave for 12mths, depending on SP.

Had nice results on SEE, MOS and PYC; still keeping an eye on the latter two.

Honestly I know very little, and depending on Ros, a few others, and especially yourself for unwitting advice.

I'd really like to see cover at left back for Robertson and another centre half and we should be up there with Man City for the league. I think we'll win the CL anyway.
We're apparently asking for:
Origi: £24m
Ings: £20m
Like to leave:
Moreno - like him but can't defend
Matip - too fragile
Sturridge - don't like the temptation of playing him - always disappoints these days
Karius and Mignolet
Lovren: probably £200m - see Origi's valuation for reference.

We probably need sell the cream of world football (listed above), before we make any more buys though. Man U adn Everton like over-priced cr**, so could be some business to be had there??

NTOG & Liverpool: appear to be making what must be very complicated look fairly straightforward atm.

Hi,

still around and enjoy reading your posts everyday. Looking forward to the season ahead.

Just to think, you could buy four NTOG'S for one Origi.

Out of interest, how do you read the CEO's tweet? An offer to buy the producing wells?

One for you Laks:
Matt Lofgran

We were approached by a MM with an offer this month. We're not letting market shorts close out! Not in shareholders interest.

By the way,

best Liverpool squad since our Double winners IMO. Still need another centre half, but great chance of actually winning CL this year.

My bed and isa. Lost3k shares, so first obe a sell second a buy. Probably should have highlighted that but too busy with work to logon today.