Member Info for MrRipley

Itsoutthere….. another DE wasn’t needed either but who knew AVA6k would work so well that the MTD was still elusive. It’s a science biotech. The road in front of us has many opportunities for changes in direction and taking £50m at the time was a brilliant move going forward. That is simply a fact.

They’ve said it will be available to investors after the day is done. If it’s a whole day that will be one long evening viewing.

Good question that. Surely they can’t be getting shown the door if they’re showing signs of improvement which you would assume they are Therapeutic levels of dox in the tumour.

The question of next DE I also raised. I assume they can plot the likely level of toxicity based on current data and gauge the likely, or as close to as possible, max dose…. Looking at the likes of Bein/Monkshood (if he’s around) for feedback.

That’s me Timster.

They coincided with IG going opening again too.

Some monsters in the hundreds of thousands going through.

18-Jan-23 10:27:27 160.88285 -222,800 Unknown* -358.45k O

18-Jan-23 10:27:27 160.88285 183,113 Sell* 294.60k O
18-Jan-23 10:27:27 160.88285 -183,113 Unknown* -294.60k O
18-Jan-23 10:29:06 165.15 17,905 Sell* 29.57k O
18-Jan-23 10:27:27 160.88285 39,687 Sell* 63.85k O

18-Jan-23 10:27:27 160.88285 183,113 Sell* 294.60k O

Obviously delayed trades or we would have dropped a fair chunk.

Maybe TW meant death spiral of his own reputation and bank balance. I can here truant biting his own nails till his fingers are bleeding from here.

You ok out there Terry?

But a lot seem in a really bad mood because we aren’t £10 a share. We’ve proven the action of pre|CISIONTM works. We’ve moved up 60% the last few months. Take it easy.

Yeah it was clearly questions he’d been given but he did do well pushing Alan to answer the biopsies question. Avacta clearly didn’t want the over excited puppy to be firing off his own questions with lightning over enthusiasm.

Yeah he has improved. Giles and his unusually loud dry mouth noises. Used to make me feel I’ll listening to his lip smacking.

Anyway. I’m guessing Thursday for the next dose escalation figure.

…is up early today speaking to Paul “naaaa…… don’t think I’ll invest” Hill who I actually find incredibly aggravating. Yesterday was the first time he let Sir Alan actually speak.

https://mobile.twitter.com/MylesMcNulty/status/1615595739974967296

….. I was just wistfully moving my Alphabetti Spaghetti around my plate to form the words “Ripley Loves Sir Alan” (but can he ever love me back) and I got to thinking as an N and a Q emerged from the sugar laden “tomato” sauce….. these city boys attending on the 23rd………………. I’ve assumed all along they’re simply there for potential future funding here on AIM, but could they infect be there to garner the level of interest for an IPO on NASDAQ? We know we need Phase 2 funding. It’s either a license deal (preferably) dilution (fine if for the right reasons) or the land of the free and the home of the gun toting… Amuuuuuuuricaaaa, NASDAQ. I’ve always been sceptical of dual listings, but since we’re clearly a near complete unknown, it would give us funding and exposure in a market that looks on early stage biotechs a lot more favourably than the Wild West of AIM.

Anyway……. My toast is getting soggy.

Til next time sports fans.

This is what I think of Dacia.

https://www.reddit.com/r/AnimalsBeingDerps/comments/x4x09z/dog_farts_on_cat/

Traders.
Shorters taking a gamble on short term drop (IG shorts actually increased today along with new bashing account activity.)
The likes of IG going closing only.
P1a being extended circa 6 months being taken as bad news rather than the fact MTD is more important than anything currently.
A complete lack of understanding of the terminology in the RNS. For instance Dox in the tumour being at a level significant enough to have a therapeutic effect.
Not understanding the ins and outs of pre|CISIONTM and what todays results mean.
Not understanding the fact biopsies weren’t necessary at this point and all 6 showing activity within the tumour (massively significant.)
There is a long road ahead if Avacta survives it as a company and aren’t taken over.

Things to look forward to;

What the next dose is…. This will be significant, ie how big the jump up is or if it’s carry on along the same ratio of increasing the dose as it has so far.

Licensing deals. What do Takeda do next etc.

TMAC. An update was due in December.

Data, and if it will come pre Feb 23.

The science day.

We are in a great position both in terms of Cash (we’re some options taken today? I’m sure we’ll find out soon). I do wonder was todays news rushed out due to the lack of latest dose within the RNS to put pressure on interested parties. It was very short considering the significance of the news.

I personally believe more news will be along within the next 8 sessions. Or at least pre science day if not.

Other than that we now know it works. We need full data to fully understand how well it works. All the rest from the morons and FUDers is just noise. What we all need now (those who intend to hold on) is patience and plenty of it.

Good luck all LTH.

Go short Terry. Most here aren’t ****d about short term price movements. We’re too busy discussing the revolution of cancer therapy. The upper echelons of the market will catch up when traders are long gone. So go short. All the way to the 23rd of feb if you could. Then increase your short til they decide they just can’t find MTD because it’s a miracle drug. Then when we get a license deal increase it again. Just keep increasing your short til the stress sees you off. Best of luck mate.

23% are morons then
IG have 6% short and are closing only…. And have been all day. Yet 77% of Avacta trades in the last hour have been sells…. So how are the 23% managing to buy….. funny that.

Reading between the lines and using knowledge we already have of standard dox, if it’s being released in the tumour at much greater levels than in the blood, and knowing how well standard dox works, then (and I know it’s more complicated than this) efficacy should be excellent. Alan seemed to say at the start that it needs to release in the tumour to be of any use and they hope to find that out in due course. Then as the interview went on it was as if he was told it was ok to say it and said it’s released in ALL 6 biopsies which is incredible news. So therapeutic levels of a highly effective drug that we already know works (standard dox) are being released into the tumour. There’s still a lot of traders jumping ship and I believe they’re the ones who are in for commercialisation and nothing else. I suppose it’s their own tactic but what a time to leave……

It must have an MTD surely?! Its got therapeutic activity and it’s got no MTD as of yet. This is so incredibly undervalued it’s hilarious now. I’ve never been more relaxed. But I do wonder if they go to say 300 next dose to try and quickly find MTD or do they steadily climb. I’m sure they can model the next dose from current data and we will know this week or next IMO. I honestly believe we will get an offer soon for a license deal or for a full take over. We’ve now got TMAC on the horizon too. We are in a remarkable position.

Exactly Bein. What we have here is people not understanding the language of the RNS. The use of the term therapeutic is extremely significant. PIs will be taken over by those who understand how to read the RNS.

And crowfoot. I totally agree. Imagine that.

Will they be on the phone to Avacta today? I said to my better half this morning that I don’t think it’ll move north as we want it to until science day. The market will never let PIs win while IIs have their nose in the trough. I feel it’ll tick along and up as we get towards the end of feb. We also need to know what the next dose is so I expect that will come this week. All eyes on TR1s now too

It’s truant