Member Info for MCB55

RAH,
I agree with your deductions, only DE2 required now most likely as near enough what AS suggested for DE3!
Also roll on a few updates from Neil Bell, probably about US and more UK start ups!

RAH,
"We can now spend the next couple of months speculating if DE3 is required/will happen."
DE3 or not will impact the timeline to results, only DE2 means Sept and DE3 means October (at best!).

We should have this announced v shortly, imo, now that DE2 has been approved! Should lift the sp a bit!?
Next week?

TtB,
"Especially with Avacta's expectation of DE2 for C3 and 2x US sites to come online & contribute to P1A. To keep on track, I would be expecting both of these RNS's in July."
I agree that both of these in July will enhance the sp!
What I find interesting is that AS is already predicting/second guessing DE2 even though the SDMC is independent! He must be closely informed even though not in an executive/deciding role! I think he said DE2 will be "very shortly". I know AS timescales are maybe a bit arbitrary, but I also take that to be ca mid July, like you!

The 'data" package will not be released in full detail to the public, IMO. It will be formed into a comprehensive dossier for internal and peer review, which will take some time. On acceptance an executive summary in layman's terms will then be released by RNS.

DE should give the sp a good upwards push up! IMO

The business update must have more than a passing mention of Av6000, it surely must have at least:
- trial progressing to plan
- expect results to be available to shareholders at an investor meet/presentation, date xx (say mid July?).
- commercial discussions progressing well
And with a bit of luck much more too!

Agree in principle, but IF there is a business update at the AGM then I would at least expect a date or timeline to P1a data release (more than just "shortly")!

"Even when news lands it may not be the gap up everyone expects."
I agree the mega rerate will take time, at least until the commercial arrangements are clear (er)! The market is not so keen on technical potential (CoS) more on financial security/potential, then a new base can be established! That is not to say there won't be a short term spike on good technical news (Ph1a results), but won't hold the highs until the finance is clear!

There is no chance of a BO prior to AGM, simply not enough time for a bid (hostile or otherwise to work through!).
The only way a hostile/any bid will be accepted is if a majority of shareholders vote for it at an EGM, although some frustrated PI's would accept say £4 (£1bn mcap), the II's and many PI's wouldn't (IMO) and the Board certainly wouldn't recommend such a low bid! So such a bidder would have to slink away or up their bid, and if they upped it from say £4 to say £6 they still wouldn't be recommended/accepted, IMO. All of which takes time and hence not before AGM.
At this stage any prospective bidder would have to make a knock out bid to carry the day, say £10++, and there could be a bun fight too, before its recommended by the Board.

Even if this is only prepping and not actual recruitment, it still means something, it means progressing to plan! To me it also means that Avacta are still on track for Ph1a results "mid year" and I would expect at the very least AS to announce on 27th a date (not a "shortly" statement!!) for a presentation to release Ph1a data

The UT was 1.27!

I agree that Avacta commercial will not have been sitting idly by waiting on the final PK data release! They will have been actively engaging with potential partners (primarily to finance Ava3996, but also considering other options/business models).
So I would fully expect an early (ish) announcement on the commercial side just after PK data release. Could be at the same time though!
Will AS give us a mega presentation or just a dry technical PK data release!? Maybe both?

Be interesting to see a Trinity update post Ph1a results!
Even now the CoS for Av6000 is way over 10%, at least 50%

At least a couple of weeks yet!

Something "fishy" going on!?

about $8

Timster, it maybe that it is better to have multiple small(ish) doses with no discernible side effects than a few large doses (80% of "safe") with some definite side effects. However that maybe more like the recommended treatment rather than purpose of the trial which is to test the safe boundaries of the treatment and then settle on a recommended way forward for Ph1b.

They have to rns anything that is sp sensitive, so having rns'd the first DE then I cannot see how they can withhold the 2nd DE. Unless there is no benefit of a 2nd DE as there is enough dox concentration in the tumour already (someone suggested this the other day!)!?

Zoetic last year mega rise.
This year (new name Chill) mega fall!
Reason for rise .......hot air and hype!
Reason for fall....... not backed up with sales/£!