The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Neutropenia, or having a low level of white blood cells and therefore having a weakened immune system to fight infection, was cited in several cases as the MTD-limiting factor.
Do we have data for AV6K on this aspect yet?
I'm wading my way through the first paper, slowly.
Some interesting observations:
"To date, neither cytotoxic monotherapy nor combination regimens have been found to be superior when compared with doxorubicin monotherapy in terms of median overall survival (mOS) for the treatment of advanced or metastatic soft-tissue sarcomas (STSs). Van Glabbeke and co-workers [28] published a large meta-analysis with 2185 STS patients and reported an ORR (overall response rate) of 26% for the monotherapy with doxorubicin and a mOS of 12.7 months. Furthermore, many randomised clinical trials conducted over the last two decades failed to demonstrate a mOS benefit for the combination of doxorubicin and ifosfamide versus doxorubicin (reviewed in [29] ), a finding that adds weight to the position that doxorubicin monotherapy still remains the gold standard for the first-line therapy for advanced or metastatic STSs."
Written before AV6000 ProDox entered clinical trials....
Where has that excellent riposte to Pharma's de-ramping posts gone to this afternooon? The one written by a newbie with sense.
Surely, the DFC decision will be made this month, in the affirmative.
And then the debate will switch to whether or not that is/was the transformational event to revalue Bres in the eyes of Mr Market. Not a given.
Well, being realistic, I'm here purely for the Guercif gas, to be monetised this year. Everything else would be a bonus and I attribute very little to it until proven up.
Anyone who is stil in this pos after the euphoria of BR in 2021, 2022, and the warnings about African revenues never forthcoming, needs their heads examining.
The party's over.
On his Twitter account, he is maintaining he still owns Avct.
Is the reason why JAN is collapsing, rather than realising its TiO2 potential, down to the "McMaster Effect"?
Several years on, and nothing much to show for the land position and presentation potential.
I think there are a fair few of us who own 0.5% or more on today's shares o/s. Some getting on for 3% (not me!). I'll just add as new placings come along, to develop the asset commercially, to maintain my % stake.
I would have far greater confidence that these forthcoming good news events/RNSs would markedly impact the sp and overall company valuation, if Avct was listed across the pond on NASDAQ rather than this tinpot grubby AIM exchange where traders scrounge around trying to outfleece genuine PI investors for the available crumbs.
Gauntlets thrown testily on the ground....
I suppose it was there for all those who had access to the new Loan covenants, to see.
Unfortunately, I didn't.
Cj62, you have totally misread my last post. Go back to school.
Any CFO worth his salt will tell you that "funding through to mid-2024" means at the very latest, best practice will be the ensure continuing cash requirements beyond that date are in hand 6 months earlier at the latest. So by year end, be ready for a funding rns of one sort or another.
I understand that yesterday was mostly about meeting and greeting Avacta team members at the highest level, but did anyone comment on reasons why the sp and therefore the IP valuation have both gone south since SD? This isn't what is supposed to happen as more positive trial data gets released.
You mean, Lukashenko has never looked so weak.
James, this isn't offshore Guyana and PRD isn't ECO. Just saying....
1. "The Moulouya Fan sand was encountered from 1378 to 1437 metres TVD MD with approximately 50.5 metres of sand versus a pre-drill P50 forecast of 19 metres."
I assume both these measurements are gross intervals, but, the result came out at 2.5 times the P50 forecast? What does that do to @Keith's gas NPVs, which were already off the page relative to PRD's £50mn MC?
2. "A rigless well test over a gross interval of 43 metres within this section between 1379 to 1422 metres TVD MD is planned to be carried out."
So the interval to focus on is this 43m of (gross) gas-prone sands. PRD had previously encountered a low ratio of net to gross pay at MOU-1, which experts here have thought to be highly conservative. What is the baseline net thickness that will move the needle over and above the P50 contingent resource number already disclosed?
Excellent sharing work everyone. Thank you.
...and if there is a 50/50 debt/equity deal being lined up, with, say 250mn shares at 16p making it £40mn+£40mn transaction, will i3e spread the £££ cost of the monthly dividend over that extra share issuance going forward? i.e. cut the per share dividend payment by the amount of the share increase, 17%?
I don't understand why i3e is contemplating raising more equity down at this level, up to 400mn shares, whilst at the same time seeking authority to buy back shares. Which is it?