Member Info for MrRipley

You want to know what the best part is here…. It’s all thanks to wyndrum. He made a list of questions and I knew my answer was going to be a takeover. So I googled early phase takeover examples and phase 1 biopharma acquisitions and by the luck of the Gods, that was released yesterday. So all the talk of don’t engage with the trolls has lead to this article that absolutely rips the carpet from their last argument on valuation. It is about the science. It’s about the pre clinical science. Ha. Ha and ha!!!! I truly believe our pipeline and pre clinical assets, simply in being so consistent and tolerable should put us in the billions bracket NOW! It’s a shame I can’t see RAH, Cellar boy and a fair few others on Twitter now because I’m sure they’d love all this.

Well I do believe I’ve ruined a lot of evenings. The modus operandi of the FUD squad is Avacta are so far from pre|CISION revenue that it’s us that are blind, and not the market. It’s he who shall not be mentioned (arf) main line of offence. This article COMPLETELY and with irrefutable evidence disproves that. We are at a state where we are most valuable to large pharma. That is not to say that we are at our most valuable, but at a point where they are most likely to take a risk in a takeover or as energy says, a platform takeover, or even a license deal (as outlined, better value, but longer term). And that is a fact! It proves we are monstrously undervalued with numbers to back up that assertion. How many of the takeovers noted in the article come with extremely low levels of side effects like AVA6000? How many span a whole platform of drugs? TMAC is soon to be pre clinical and is partially proven by AVA6000. We should be nearer to a £1bn Mcap due to the sheer breadth of our pipelines. The FUDer armoury has just been totally obliterated!

Anyone feel free to throw it on Twitter. If just to wind up the weirdos.

RD…. How many more of these do I need to find to be elevated from foul mouthed bully boy to part time researcher?

I read it and honestly felt myself becoming more positive as I went through it.

That site has a lot of interesting reads Bein, from the quick look I gave it.

What I like is the article is a day old. It’s referencing the market in oncology now, in this climate. Perhaps P1a will complete by H1 2023 for Avacta…. Before they’re sold and rebranded as Abakta?

If pre clinical data is what they look for then the mockery on Twitter of RAH and Myles for their regular use of the photo of the now infamous AVA6000 liver is hilariously miscalculated.

Timster, I think IIs are needed to keep Avacta independent. I think AS has failed to dumb down the science enough to attract them. I believe Avacta is now fully exposed to a takeover. The ball drop on comms means he’s also at the mercy of PIs. I could go full paranoid and suggest that DE will be undertaken by the new owners…. But I believe that to be a stretch.

I’ve never bought into the idea of silence due to a background deal going on. Always seemed like some AIM **** to say. But after reading that I now firmly believe that’s what’s happening. There is enough data, backed up by 3996 pre clinical, to make us a more than attractive TO target.

He won’t be positive after just admitting the price he’s waiting for will he.

Have a read of that article PL. Made me feel more confident than ever (it may be sooner rather than later that we can log off for good. Like the end of the Truman Show)

…..

https://www.nature.com/articles/d43747-023-00002-6

I’ll keep posting til you’ve all read it.

“In summary, the data show that early-stage dealmaking is the norm nowadays in oncology, meaning oncology ventures can create early optionality to move on to the next stage of business, even in difficult times.”

It’s a really great read. I suggest all here take a look.

Hahaha side stepped everything I asked there. Unlucky mate, some you lose and some you…. Errrrr lose.

Literally speaking. Pre Clinical is more attractive to big pharma… why? Because the valuation of the company is a lot lower. By phase 2 the valuation has ballooned so much that they aren’t getting the same value for money. Now we are in a unique situation here… we have clinical data for 6000 but also pre clinical data for 3996 that is showing remarkable consistency in results.

This article will get a lot of you excited. RAH will probably implode.

“Given the fierce competition in oncology nowadays, big pharma can no longer afford to sit on their hands waiting for the next-generation technology to be validated in the clinic.”

This article was only released yesterday. Unless I missed it this may be one of those rare moments I actually bring something new….

https://www.nature.com/articles/d43747-023-00002-6

Thanks PL. I was just about to bring that up.

Envious of you? Are you backwards? Mate, honestly, look at your trading history, you will genuinely struggle to find a worse set of trades. It’s an absolute shambles.

My god…. Did you just admit to some bad trades? Admission is the first step. Also….. so you truly believe that the market should wait til AVA6000 is creating revenue to buy in? Hmmmm. Read this.

https://www.evaluate.com/node/14296/amp

This one’s even better. It was released today. You’ll love this bit;

“Focusing on preclinical deals, for which sufficent data are available for analysis, the mean potential deal value of a preclinical acquisition ($359 million) was much lower than that for a preclinical licensing deal ($540 million) or partnering deal ($985 million)”

https://www.nature.com/articles/d43747-023-00002-6

This bit though Dacia, really smashes your theory right in the mouth….

In the acquisition deal dataset, only a small uptick in value (from $358 million to $421 million) was observed when oncology companies become clinical-stage (Fig. 1). The mean deal values of partnering or licensing deals occurring at phase 1 were even lower than those occurring at the preclinical stage, though the upfront payments were slightly higher. Contrary to the common belief, the data suggest that oncology ventures don’t become a lot more valuable once they enter the clinic.”

So what does that mean for us? Well it goes on to day that the next inflection point comes with data. It also says phase 2 is pivotal for valuation. But since AVA6000s trial design has been adjusted, our P1b is set out as a P2. (I know, it’s mad how I manage to follow all this being a big dumb builder isn’t it)

So what we have here, is value in the data rich CLINICAL trial. And the equally as valuable asset in 3996 PRE-clinical data, mate more valuable since it’s the same tech already gathering data in clinic.

And that, ladies and gentlemen…. Is that.

What’s not about the science? You keep saying this. What isn’t about the science?

“I advise no one to do anything by the way, as you well
know”

Then why did you tell people on this board to take a look at ADV a couple of days before the 95% drop?

So missing out on the rise from £1-£1.80 you were incorrect though yeah? Because now you’re stuck in a long term trade in Harl, going against your own rule to cut loses. Which means you went in big. It explains the increased activity here.

So if you keep a core holding, list why… not just the potential, what specifically makes you keep a core holding? Remember not to reference the science…..

What’s your opinion on the consistency of the results shown in the poster extract Wyn? How do you feel about the dogs not needing to take a treatment holiday on 3996 vs standard? What do you feel of the emerging safety profile of preCISION Wyn? What if we all sold out today and a license deal landed for 3996, would your advice have been helpful?

The fact he’s been posting all the way down from 185 and yet claims to hold whole way down while being negative and nothing else, shows a serious lack of confidence in his own opinion, or doesn’t hold at all. He doesn’t hold shares here. You would not own shares if you only saw the negative. Nobody is that stupid. But to think we all believe him is amazing.

But I have to say, keeps the conversation entirely of 3996 having remarkably similar pre clin results to AVA6000 doesn’t it.

Ha. You’re going to LOVE this counter argument. You ready? Strap in. So when you sold at £1 and announced it to the board as well as to those at Harl, was that FUD or was it helpful? It rose to 185, you said it had nowhere to go, but it did. Is hindsight 20/20? What about the rise up from 40 being mocked as just a pump….. where they helpful?

Ha! So say a license deal landed, would they still just be ramps? How is discussing the potential ramping?

So if you answer nothing else, since you’ve been well and truly owned by me here, especially on the hindsight trading, answer this…. You only see negative reasons for the silence? Yet you still claim to hold? Even though you can’t see anything positive coming out of this?

And as we know only traders buy Avacta. Not investors. Not FUD either? No?

Obviously at the same time though you’ll point to the likes of Truant and TW on Twitter, Terry, system and many others on here and say how wrong they were though yeah? Because obviously being such a champion of balance…. I’m still to see you say a bad word against bashers and FUDers.

Or in English, dropping the bid on nothing.