Well, we’ve been told it’ll be profitable in H2. We’ll get an idea of trajectory in the results. They need to get a wriggle on if that’s the plan for funding AVA6k to approval. So…Expect a 20p raise.
I disagree. They bought profitable businesses.
They then walloped in the costs from the existing Dx operation and wiped them out. They can sell what they bought, but at what price. If it's a loss then it's inexcusable. They need to trim the fat, see through the promises of expansion in to Germany (another vague pile of waffAl not followed up on) and get the division in to a saleable state OR get it contributing cash and keep it. Not a half way house.
The Dx strategy was fine. If properly executed. If it generated enough cash to cover heights and add some cash in the pot brilliant, why wouldn’t you. The issue is that we’ve not seen those profits and as soon as we do, the for sale sign goes up. Two stupid wrong decisions don’t make a right as the net result is as simple as pouring cash away for absolutely no benefit.
That’s what happened the last time he chatted to Paul Hill Donkey and that’s why I think he needs to get out of the way. He should be all over the strategy, it should be nailed down rather than fumbling around to see where the can has landed for the next hoof. I thought it was the usual superlative display. As in a display of superlatives. Oooh I felt all warm and cosy until I looked at the share price.
Notrex, if you’ve spotted a change in tune it’ll be because the trading position will have changed. That’s what makes the sealion one of the vilest biggest pricks.
Thought it was excellent given pre treatment and the stage the patients were at. Dox is 65%, but it can only be given for so long. Ava6k ticks the boxes to become SoC. Even with the same efficacy the reduced side effects make the difference, with optimisation you can add the potential for better efficacy.
Absolutely RD. They dished out another pile of options just before their brilliant 50p deal. Here’s an alternative….
Hey PIs, I’ll admit I’m useless when it comes to strategy and the M&A thing was a bit weird and a flop, any chance of £20m if I promise to flog Dx and use all that cash get AVA6k to market? Easy raise at a quid. Gets to commercialisation.
Btw, wonder if Myles will still be rolling out the licence deal next week after the presentation.
Good to see people seeing through Alan and not falling for it. He still needs to step down. There were a lot of ifs, buts and maybes. He’s a gaslighting specialist who isn’t shy to boost when it comes to PI presentations. “I like comparators”. Well, get the business in to a state when we’re comparable not languishing at a fraction of the valuation. As ever, happy with the science, Alan is useless. The next presentation will be more WaffAl about the wonderful fund ( including that gormless scrote) and how difficult it was. We’re just liquidity to him. Don’t forget it.
Love the potential, hope it gets realised. It's put in perspective when dox is described as not that toxic when it has the nickname the red devil and only a limited amount can be given before your heart gets trashed. Holy grail is right when you start thinking about more potent warheads being delivered with reduced side effects.
Those specialists were hardly digging deep if Alan also needed other 'high quality' funds - you know, like that gormless scratty **** laughing with Paul Hill about how much of a no brainer it was thanks to the whopping discount.
Poison pill. Problem solved. Mmm delicious poison. BBE, exactly that, it was a shocker but if they keep focussed on getting ava6k to market then it'll play out nicely long term. My expectations are still high as the science continues to prove itself.
"we calculate a value for AVA6000 alone at 89p rising to 182p on the implementation of Phase 2 testing"
Fair old disconnect. Given that view of the value alongside TPs previous valuation prior to continued success in the trial, how come the best they could do was scrabble around backstreet funds wanting a quick buck and offer them 50p. Add in the rest of the business then in less than a year when phase 2 starts we should be knocking on the door of ATHs. Shame it's AIM.