Member Info for opti_mystic

Ooops,' they do not' of course, can't edit these things!

I've said it before and I'll say again, these people do not hold legitimate views based on the information, they do read the information and allow that to influence their opinions, therefore their opinions are worthless. You good people can write here explaining exactly why they are wrong with quotes and/or data. Give it a few weeks and these people will come back with the same 'concerns' or questions that have already been carefully and well explained. This has happened many times before and it will happen many times in the future. Stop wasting your time there is nothing to be gained except meeting their agenda of hijacking this board to spread their FUD by having you and others write about this stuff ad nauseum. Do not engage, filter, leave them in the echo chamber with their like minded pals. The science is good, it does what it's supposed to do, it's just a matter of time now.

Well they have getting on for six months data and we've not heard a peep. There are two ways of looking at that. But we know Dox works great in breast cancer and the difficult with TNBC is targeting it which I think Avacta will do very well and have probably overcome the particular issue. So why save the data? There must be reason.

B2 agreed.

I believe response to FAP Dox in TNBC is inevitable and you could well be right Timster perhaps that has already happened. In any event Avacta has seen the data for the patients already treated so I think today's RNS strongly indicates that data is very good.

Just like before, we get an RNS before something else. I reckon this is just clearing the house before the next announcement so everyone one knows what's what. I'm expecting more good news pretty soon. The next 2 or 3 weeks could should be fun. Then ESMO. There has to be some exciting data at or in the run up to that. What's the PFS running at now in SGC something like 10.4 months?

Rory it's not a typo confirmed by PL in update. Amusingly their target price is 62p!

Oct 27 is not a typo as it's confirmed in an update from PL

Ice, I'd like to order one magical lamp and one pitchfork, just in case.

They say that it actually suits them better to cleave it quickly, the drug is taken up into the tumour and stays there. CC says the half life is actually 4 times as long. I am assuming she means the half life of Dox is extended by 4 times but I am a little unclear as to what exactly she meant by that. Ultimately the half life is what it is and it either works in killing cancer or it does not. The evidence suggests very strongly it does both a 'just Dox' and within AVA6000. These endless discussions about a non-problem, problem are becoming tiresome.

I always think MM stands for "market manipulators"

BV. I know of a couple of others and they are serious people. They're not flipping the shares, I know that for sure.

It may be but you cannot sell the same shares twice BV. Last week the volume of one day would have taken care of every single share issued in that placing, so what about everything else? They would have had to have literally sold all of them, it makes no sense at all and doesn't stand up to scrutiny. Those people would have been chosen as investors not people who want to make a quick buck. With so much upside here why would you sell now when your potential return in even six months would be much much higher? I'm sorry but these claims are for the birds.

It never ceases to amaze me some of the comments on here. 2+2 never =equals 4 here. The vast, vast majority of this company is held in potentially non-sticky hands because it is owned by retail investors not financial institutions. RH organised some HNWI specifically to have the Heights payment shares because they would be sticky and understood the investment case here. If you look at the RNS the placing of 10.83 million shares was conditional. I would imagine one of those conditions was they did not sell them within a specific period of time. However there are 400 million shares in issues and the majority are in private investor hands. Yet somehow people assume on huge volume way in excess of 10.83 million shares it was RH's mates who were selling presumably the same shares over and over.

I agree whimax, things are improving and it won't change in just a few weeks it's going to be a grind but at least we're moving generally now in the right direction. Lots of positive news up coming as per CC at the AGM our tech on another company's warhead, (commercial validation) PFS in SGC is obviously smashing it or else we would have heard, getting close to, if not already seeing initial data in TNBC, fast track or Orphan drug designation on the horizon for SGC seems inevitable, partnering opportunity later this year, safety profile of 6k excellent, getting partial responses in hard to treat patients in a condition considered chemorefractory. There is going to be a lot of inflection points in the next six months. A little more patience is all that's needed.

I'll tell you mine. In round figures the share price in pounds will be twice what the company would be worth in the billions of pounds so £10 equals £5 billions assuming fair bit of necessary dilution from here meaning 500,000,000 shares rather than the 400,000,000 we have now accounting for options that have yet to be exercised plus a bit of capital raising. AVA6000 just for three indications TNBC at 1.5 billions dollars SGC at 250 million dollars plus the HER2+ and HR+ yet to be valued but is likely to be at least twice what TNBC is worth gets us to 4.75 billions dollars and on a very modest 3 times multiple get us to 14.25 billion dollars adjust to convert dollars to pounds broadly £10.68 billions which means £21.37 per share and that does not include anything for 6103. Obviously some adjustment back for time to market but that first market is mooted at late 2028 or early 2029 so not that long a time from for adjustment somewhere in the £13 to £15 range just for AVA6k. £10 a share is cheap in my opinion, so I think it'll go for more.

It is tempting to un-filter when you can only see half a discussion but then I always think is reading more doubting drivel that's been explained many, many times on this board to the same individuals to whom it has already been explained worth it? The answer is always a resounding no! It is a FUDster's necessary position to claim to either not understand the science, feigning no interest, or having doubts about the science, either position being essential to be able to spread FUD. Once you know the doubts expressed are not authentically held simply a tool to assist them in spreading their FUD responding is what they want, it is actually essential to them. If you filter or ignore the oxygen they need disappears. They have no credibility at all. Is it credible to not understand the science in a stock where the success of the science is essential to its success or failure? Is it credible to have doubts about half life of a two amino acid peptide or dox used for 50 years in patients? A million per cent no! It's just nonsense. My request to the board is do not provide any oxygen. Is it credible that they are as dumb as they present? I don't think so, they're anonymous and pretending to be uninformed is part of their necessary persona to facilitate FUD. Responding is exactly what they want and it adds nothing to this board. These are not authentically held views that they express.

Codejunkie, why bother? When these randos appear I just add them to my ever growing list of boxed people.

This is interesting Bella, I wonder if any of those conditions are in the iceberg?

I know you would LDA, we all would. Reality is it's not happening yet and Avacta do not control the share price. Deals take as long as they take and we're not going to be updated mid-negotiation, patience is required. Once this moves later this year you won't see these levels again. So fill your boots and take it as the gift it is.