Member Info for MrRipley

See. Point proven. You didn’t reply? I bet you’ve got your box of wine, took the box off, clothes pegged that bag of £3 plonk to the washing line and now your spinning that thing round playing a lonely game of p1ss head wheel of fortune. In your old shell suit and your pot noodle stained Tom Winnifrith t-shirt. Smelling like low tide. Ya crab.

Are they on offer in Aldi this week? Don’t worry honey, you can buy in at 140/150. If you reply to this post you will prove my point. If you don’t it’s because you’ve run out of credit on your pay as you go phone.

Yeah I agree VR. If that’s the aim, to do more cycles, then finding MTD may prove fruitless. Especially since more than double the dose is hopefully more targeted. It’s not just double the dose is it, it’s many times the dose at the tumour site. Basically we need biopsies/data to know where we’re at.

Completely wrong Icecool. See page 27. It was Avacta who set the timeframes and used the phrase “approximately 4 cohorts” not this BB or Twitter.

https://avacta.com/wp-content/uploads/2022/05/ARA-2021.pdf

Yeah that’s my thinking. It’s been a long time coming. Tweets won’t do it.

I’ll be going if it’s possible. I don’t want second hand info passed on from those attending.

Myles? You reckon? I haven’t noticed that.

Anyway. Who’s going to the science day? Will it be an open invitation?

There’s clearly leaks in this company, hence the fund raise talk and Jupiter. There’s not a single chance that IIs who are holding steady or new ones coming on board havent had an insight to data. The science day would basically be AS falling on his sword.

No chance. They’ve made too many positive comments about its progression. If it isn’t working as it should then the recent raise would be defrauding any IIs involved at that price and would also make the financing strategy a genuine death spiral.

Don’t get me wrong, I still disagree with most of what you say, it’s just oddly I think it actually gives cause to highlight the counter argument and probably dispels fears or thoughts others may have that are similar to yours, or at least give them the alternative view. I’m also so confident in Avacta and feel so relaxed about what’s coming that I’m in too laid back to really argue any more. I honestly can’t see a single angle bashers can come at us with now and it’s entirely down to data and details. And the positive signs are all there including being so far into trials, being funded, the positive reaction to the fund raise, etc etc etc. I really feel totally at ease.

I’m still going to ruin TW et Al post news.

Wyndrum…. You say yourself that you only want to discuss different opinions. I’ve tried to do this recently with you. But it’s astonishing how wound up it gets you. If you’re secure in your own methods then it shouldn’t bother you. Unless you think your methods are wrong and it’s causing you anxiety? I believe in my own method which is to see what possible value lies ahead and accumulate. My day job makes me enough to not be interested in trading beyond the odd time. If it’s as successful as you say, surely you’d be confident enough to not be so wound up?

Exactly PL. If it’s such a certainty then why aren’t funds doing it when they own large percents of the company. I can’t get my head round the idea that anyone could think positive data/biopsies/safety and tolerability is priced in at £300m for a single drug within a multiple drug platform using the same delivery method amounting to an addressable market worth 10s upon 10s of billions per annum. It’s bonkers. Anyway. We’ll see.

“I think again in hindsight, being too close to this stock I was not giving enough weight to the future funding issue.”

Again, not trying to create an argument but you went on about the funding issue a lot and how it was a drag so that’s not true.

Also to suggest this market is full of shareholders who fully appreciate the value of low side effect chemo is hysterical. It isn’t. It plainly is not. We also saw millions of shares bought, Jupiter close and no gain in share price whatsoever. This share is not fairly valued. The range we’ve traded in is irrelevant once news lands as the fundamentals are completely different post news, good or bad. If it hit say 140 and stalled, that does not make 140 fair value. The dox market is $1.5bn rising to $4.5bn if AVA6000 works. Now if initial data/biopsies are showing it’s activating and is safe with low side effects then it matters not what RSIs say or charts or any other indicator. At some point the likes of Apple, Microsoft, Roche etc will have been blisteringly overbought and they just kept going. Fundamentals will win out EVENTUALLY. Be it via a takeover, huge licensing deal etc, value will out.

Fair enough. If that’s your approach then that’s your approach. But I strongly disagree with the below;

“Thats why I have mused recently that due to the positive trial RNS's thus far and all the corroborating interviews that maybe the market had already priced in the positive safety aspect of the this part of the trial.”

The reason being the market mustn’t know what it’s pricing if it has priced in the safety of ProDox. Quite simply this is a deadly chemo drug, limited in use and market size by the severity of its side effects; making it safe is not worth a mere £321m market cap. Firstly it’s massively increases the usability of doxorubicin and creates a much larger market for itself. If the market has factored the safety in then it’s got its calculations completely wrong as it’s only factored it in for AVA6000, rather than the entire Platform. That is a fact I’ll stand by. Being covered in leaches must have been horrific, so penicillin must have been like a miracle had arrived. So imagine the side effects of chemo, and then imagine chemo with them almost entirely eradicated! That’s why I don’t trade because making it safe and tolerable with low side effects at a dose we will be using in P1b is what we’re trying to value here. I understand we are looking for AVA6k itself being safe, but based on the fact we’re almost certainly going to get biopsy data, and a probable indication of side effects during the science day, the market has this one completely wrong if it’s safe and effective. Therefore trading out of this is literally for the traders, but anyone who has done more research than scratching the surface knows what this could truly be worth. What the market also hasn’t factored in is the worth of an effective PreCISION platform to another pharma, or rather what letting it run to the end of trials will cost them and their own platforms.

Anyway. Each to their own. I won’t be trading. But then I also have my shares as a spread bet these days. Saves having to worry about ISA limits and taking profits as they can be taken in large chunks without selling any shares.

Wyndrum, you’re forgetting that not everyone will be in for a short term trade. A lot will want confirmation of AVA6000 working, especially value investors and will buy and hold. The same way many have here and the same way IIs do. You say you’d sell if it was overbought….. what if we did 200/300/400% on a license deal worth £50-100m? Would you sell based on charts then? What if Avacta have eradicated side effects to a massive degree….. what’s it worth? It’d certainly smash beyond overbought then because it’s worth that level beyond what charting can predict. And the golden scenario…. What if someone survived, who was given no chance, because of AVA6000? How does a chart predict things then? I’m not being inflammatory, but I think any use of charts becomes (even more) useless once news lands. And for balance….. how quickly would we hit oversold if it doesn’t work? Would you buy in on a chart when fundamentals kick it to death?

What I do know is the day/s we get data, I’m handing the job over to a foreman and I’ll be glued to my screen (yes yes, what’s new….)

WHY YOU POST EVERY DAY TIMMY SAME **** WHY. Love from a LTH.

And I’m glad to here the fudge has infiltrated your life.

Probably because we haven’t had a big enough rise recently to hit the top risers list and get them all on ramping board. I can’t wait for second by second live price posts. It’ll be like Hurst malfunctioning after a bag of cheap whiz and a couple of licks on a 9v battery.

Did you shout Fudge my Arsenal that Rippers has had me right off?

It is very obvious though. I’ve noticed a few traders on Twitter posting charts, so they can all claim a victory having never commented on the share once. I can’t stand it. If the news is as good as we hope then rampers are a real waste of space. They just cheapen the rise.

Quite a few turning up here and on Twitter. Let the ramping, complete burial of any useful information commence. When data lands, so we can actually discuss it, admin need to do their job and fudge them into the bin.

https://m.youtube.com/watch?v=xAYSqTu5_ZY