Member Info for PL75

Dammit! Knew I should have been spending more time on twitter for the real facts

So do they need to fund it or not? Sounds like they only need money for 18 months.

Oh, hang on.

Nice! A quid a share! Double your money here folks

It’s a natural conclusion that a £5bn takeover is due simply because of the after hours prints today.

Please keep it off topic. Bagels on the bid, takeover tomorrow.

Ava3996 is dead, long long ava6103

Spot on harchris, it’s always hindsight. Except when it’s not and we know how that turns out - You’d think it’d be impossible to be that bad. A blindfolded monkey on a turntable flinging darts would be more successful. Every time the sea lion has ever posted something in advance it’s turned out to be a loser. Worst than chance. Still waiting for a thread in general with all trades to prove the genius, otherwise we can only go on the evidence which includes a bunch of 95% clangers, averaging down and suspended shares. Must have lost an absolute fortune. Best binned or ignored/reported, a dangerously awful poster. I expect this will be removed so might as well say he’s a complete twat for good measure. Don’t waste your time replying arf arf arf, you’re forever in the bin.

Watching was binned yonks ago. Fluffer extraordinaire. No discussion to be had on the company today. Just green boxes bickering and hurst spouting the usual white noise. Have fun kids.

Excellent Chin-ah :-D

LSE. The glitchiest sh.ttest website in the world...

Strong possibility of AA if they get through P2. I can't see big farmer letting it happen as they become fully sustainable and an unstoppable force. £200 excellent Chin-ah is inevitable.

“c.£32.5m cash-in-hand at end-June 2024 stage, together with expected net proceeds from disposal of the Diagnostics division (for which credible indicative offers have already started to be received with further bids anticipated), should provide sufficient runway to complete AVA6000’s Ph.2 study along with development of pre|CISION™’s next generation programmes”

They're saying if they flog Dx they've enough cash for P2. They'll need additional cash in the bank for continuing operations though. Selling Dx gives them another year of Simon picking up a salary whilst they gather enough data for him to put pen to paper with a deal they deem suitable.

I'd prefer blue October

Can’t buy anything on HL

Agreed. The fud narrative is that they can’t release the pipeline without a deal or a wedge of cash despite CC being extremely clear and them being sat with over £30m and a for sale sign over Dx. Gives a superb opportunity to sh.t on what will actually be a very positive milestone for the business. They’ve plenty time to execute their strategy, this is a great long term investment - but it might end up being a stunning short play if big farmer decides he wants it.

We all know his track record of raising funds…. I’d disagree he knows it inside out, the bulk of the division is now Coris and Launch and they have their own leadership teams. Whatever, if he does emerge out of the shadows he’d better be stumping up more than he paid for it as it’s in a much better state now he gone.

“c.£32.5m cash-in-hand at end-June 2024

stage, together with expected net proceeds from disposal of the Diagnostics

division (for which credible indicative offers have already started to be

received with further bids anticipated), should provide sufficient runway to

complete AVA6000’s Ph.2 study along with development of pre|CISION™’s

next generation programmes”

There aren’t any ‘going concern’ concerns for this year when Dx is sold. Simon will need to dip his wick in some ink some time in 2025 to avoid issues in *2026*. So settle in for 18 months of the twats being ‘concerned’ about cash. The next 18 months defines the company - results from 1b\2, the chosen indications, deals or a takeover.

Remove the decimal place and it's £35 below the true value, excluding Chin-ah of course.

Just 14 more trading days of 14.57pc and we're at all all time highs!

Okehurst, TP note:

c.£32.5m cash-in-hand at end-June 2024 stage, together with expected net proceeds from disposal of the Diagnostics division (for which credible indicative offers have already started to be received with further bids anticipated), should provide sufficient runway to complete AVA6000’s Ph.2 study along with development of pre|CISION™’s next generation programmes

Plenty cash for current plans. As you’ve said, pay in cash if you’re confident, pay in shares if you’re prudent.

Bein, I think they wanted ownership so they can tinker with it and learn and data gather, sciencing the sh.t out of it. A partner would want it on the market generating cash - crazy fools. They’ve had their phase 1a fun, now it’s procedural they could partner. If they’re going in to the clinic with the first out of the new pipeline, no reason not to partner the old toy and play with the new. Unless they’re partnering the new toy so that’s going to be paid for, agree with Bella on that front.

They’ve binned ava3996 it seems. Ava6k was the pathfinder to prove up the platform concept, they were always likely to move on to more exciting prospects. Not sure we need a conspiracy for Al leaving.

Bella, CC literally said no deals as they’re too small, don’t use a joint asset or BP want more data. She mentioned validation, I wouldn’t mind a deal just for that reason. We’ll see.