Member Info for PL75

Sorcerer, I can’t see them bothering with ava6k, they’ve said they don’t need to. However, it’s another string to the bow of their tech. Not sure we’d see it due to the expense/regulation, but you could have fully personalised dosing. Never mind just adapting the dose level and frequency, you could also change how it behaves. The possibilities are endless….

I'm sure Tony would have been delighted to present

Yeah, there’s always the usual on there, looking for hidden meanings and breast cancer is an obvious indication for a large partner to be potentially interested in. Via ava6k or next gen.

Any thoughts on the presentation Bein? All as you’d expect for me, no surprises. Next up science day…

The twitter debate is about breast cancer and whether that’s an indication for expansion to tee up a licence deal, seems reasonable. Alternatively, that’s the next candidate in the clinic for a next gen asset or they use the expansion cohorts to prove the concept for a next gen deal. As said by CC, the possibilities are endless.

Side bar, the most interesting part of the presentation was learning CC say her surname was pronounced ‘Coglin’ rather than ‘Cofflin’. Yanks eh?

Such is the life of a hypocritical troll. Best binned or ignored/reported.

RR, they've said they've had plenty interest and it was clear they've spoken to a lot of companies - they needed to employ someone to do that. They've chosen not to do small deals with companies who want to use their own assets and BP have said for them to come back later. I thought CC was pretty clear about the situation and the rationale. I agree they're paying someone a small fortune to have those conversations, but they didn't know how they'd progress, it's chicken and egg. Those conversations are likely to have fuelled the new pipeline so will ultimately be fruitful, but there's no licence deal imminent. The Dx sale will keep the lights on for now. Asking for a CEO to spout vacuous superlatives about the untold riches on the horizon is asking for Al to come back. It's personal preference, but I prefer CCs honesty.

That’s what she said

Indeed jezza. A relentless stream of twattery constantly fluffed. Embarrassing. Next stop end of Oct for more of the same deliberate stupidity. Yawn.

Thanks gmcc. I just listened to the presentation. I think CC is streets ahead of the BS we used to get fed by transformational Al. CC gives clear concise reasoning for the decisions being made. It was a good update without any guff or fluff. The strategy makes sense. They're flogging Dx, they're preparing for NASDAQ, they're retaining their lead asset and not selling anything cheap in the meanwhile. They're continuing to mature in to an exceptionally high quality long term investment.

Indeed. No hidden calendar surprises this time. RNS looked good. Strategy in place, now being executed.

You'd guess 2 weekly and a lower level? The 2 weekly safety results were stunning and they saw efficacy at lower levels due to the 100x concentration. The days of choosing the highest possible doses are probably over with the FDAs project optimus.

I prefer it Timster. They're acting like a professional company rather than pandering to the twatterati trading twats that had Alan putting out an RNS (at a cost to the business incidentally) every time he asked for scraps with his fish and chips.

To mask his affimer Dx hobby. As expected it’s being flogged, so no going concern concerns this year, they’ve plenty cash, that’ll clean things up for a US equity raise. Before you know it, they’re swimming in cash, ava6k romps through P2, gets AA, Simons ink runs dry and we’re all millionaires. The end.

4 milestones. Centre your expectations on those. 3 months to go.

Why WoUlD tHeY HoLd aN InVeStOr MeEtInG wIThOuT aNy NeWs?

Yeah, I’m the berk, you dribbling moron. We might be enlightened, but it’s not the purpose of the meeting, so don’t expect anything, dipsh.t. How many investormeets does it take for people to grasp that they’re anrranged around financial results and nothing else…. More than 10 it seems.

It’s a results presentation, it’s not been arranged to present news, good or otherwise. It’s to discuss the financial results and for an update of wherever they’re up to, you know, like last time, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that, and the time before that….

If anyone wants a sneak preview just rewatch the last results presentation and then when they get to the science but swap over and watch the esmo presentation. Seamless.

Hope we’ll hear from Tony again. Knowing him he’ll probably announce another placing the cheeky scamp.

CC has outlined milestones for H2, which she'll hit. She should be forward looking, as should we, my submitted question is what are the milestones for H1/FY25.

Genuinely couldn't buy on Halifax earlier in the week :-D