Member Info for Okehurst1

Felt a steal at sub £1 just a few weeks, to be 1 year into the Ava6000 trial and the data we knew at the time.

£1.20 still feels dirt cheap for the potential reward

Good day today

Top find Richnob

Just cant see Fiona releasing papers for peer review and it doesn’t work,she knows.

Mentioned at sub £1 I was adding
Took a chunk around £1.07/8
IF we get back to £1 to £1.05 will add

In very heavy , going to look smart or a xxxk

Pays your money stuff , you either believe or you don’t

Btw
Thanks for the research /real time updates on our South Korean Colabs Gmcc, v helpful.

Know we are pretty much all here for a £capital gain - hopefully we get a big pay day

Was thinking about the recipient's of AVA6000 for their Breast Cancer in Glasgow, because we are all infatuated with Avacta we know what it can do and that likely there will be no side effects and most importantly it works !

These Cancer patients in question are in a dark place they don’t know what we know, it’s amazing to think Ava6000 will/ should extend their life

Little old Avacta from Yorkshire egh !

It’s only a gut feel on superficial data - like moving next to Takeda , Avacta saying they want to retain Ava6000 - but this has been part of my thought process.

Take the $dollar upfront for Ava3996
Commercialise Ava6000 via 100% ownership

It’s not inconceivable we get 2 RNS’s declaring above at some point and what’s Avacta worth then?

Good post Ophidian, deserves a bump up.

I have been accumulating sub £1 to £1.07/8 on any dips

Can’t believe the opportunity here …

‘Chemo that works with no side effects’

That’s what we are sitting on

Be nice to rattle Merck’s cage :-)

Merck

‘With $17.2 billion in sales, Keytruda was the world's top-selling cancer med in 2021. Keytruda recently hit the milestone of 1 million commercial patients, and its expansion could accelerate to reach 2 million patients by the end of 2024’

Merck ? Near on $1/4 Trillion m/cap

50% of all profits from one cancer drug that is off patent in less than 6 years

No idea on odds but wouldn’t be surprised if these boys trumped the first bid for the platform

Aquae/ Clio

Thanks for the feedback, very helpful and appreciated

Good post Aquae

I’ve been watching Skin for a while - off and on genuine poster ,like to use BB’s to share / learn info

Can anyone explain how much of the IP Skin own in respect to axis - biotex ? Looks a great product btw
I am just trying to evaluate do Croda own part of the IP

Thanks in advance

I’ve been accumulating on the dips, not a lot of stock outside market size in small amounts

Certainly in deep now, another 46,000 picked up this morning

Never felt more confident

Suggest Marty’s/RAH’s post on Twitter today deserves another shout out on their own
Excellent research as always off these posters - thanks to both of you

It’s mind blowing stuff what Avacta are sitting on here

https://twitter.com/blueberrymgmnt/status/1551144792947671041?s=10&t=uCwZf6NmQfLJM23-KHDSaQ

FDH
Big Al mentioned at AGM - been quoted on this BB
Gist being ‘Big Pharma will pay what they think Avacta is worth’

One thing we do know , that if as it looks AVA6000 works and it validates the platform there will be £bun fight to acquire once it starts.

Sitting back and enjoying the journey

Fair comment 54 but it gives the BoD another option, sell the equity to the majority holder, enjoy an income stream, reinvest in the Avacta platform - if £cash required in 2023

It makes sense to sell and take a licensing deal when timing right.

Opens up another opportunity to raise capital if required, no point being a minority partner of a large PLC otherwise.

Last few weeks

The TW shorters / traders selling to buy back cheaper, it’s starting to hurt/ missing the journey

How long before Daewoong buy out Avacta’s stake in this JV and we enjoy a licensing deal?

Reinforces the view of Avacta not requiring a fund raise in the future