Member Info for PL75

I’ll stick with the same ones as last time BV:

Why was the retail appetite for supporting the business (as demonstrated by the oversubscription at 95p) not used for the raise rather than the HUGE discount given to scumbags that openly admit on podcasts hosted by clout chasing morons like Paul Hill that they're only investing for a fast buck?

What changed from the arrogance of 'don't worry about that - chuckle' to shafting all existing shareholders?

Why has the ava6k strategy changed over the course of a few weeks between the December presentation and the Turner Pope note shown to the 'investors'? Why has phase 1b re-emerged under a different name?

When will the CEO step aside so that someone with some commercial and strategic ability can ensure the future success of this business rather than the lifestyle CEO who's only talent seems to be kicking the can down the road whilst making calamitous naive embarrassing harmful decisions?

Pjt, in the scenario that a deal wouldn't turn the dial, get rid of the original loss making Dx. Cover the bond with Dx profits and await commercialisation of ava6k. They only need one indication to reach the market to start making decent money. They'll be gathering data in the 2 week phase so we're underway.

So was I. The couple of fancy extensions were the Dx companies. Whilst it's a lovely thought to separate them, they're not separate when it comes to the cash in the bank. Dx should be profitable and funding Tx, certainly covering HCI in cash.

I don't understand the logic of him saying he doesn't want to do a deal now as it would destroy value whilst simultaneously destroying value. By weakening the share price and sentiment he's risking losing the platform. Why would BP do a deal for an amount Alan deems worthy when they can just pay a bit more and have the lot? Just do a deal Alan, call it an introductory offer, prove you can commercialise it, improve sentiment and the balance sheet. There are plenty applications of the platform to be able to sell some of it. Sitting about saying ramptastic stuff like 'we know what we have' means sod all.

Agree Bein, I'd like to see Alan have his salary chopped by the equivalent of the fall since 180p, all his options removed and he can have some new ones that align to shareholders interests. Then maybe he'd start worrying about things... Chuckle.

Sounds great Bella, unfortunately Alan decided on adding a couple of fancy extensions and just like on Grand Designs, everything is starting to look like it's going to cost more money. So much so that despite having forked out for the foundations you're now considering flogging the materials for the fancy extensions to make sure there's enough cash in the bank to put a roof on the main part of the house. Annoyingly, if he went ahead and completed the extensions they'd add a lot more value overall but the short sighted buffoon is looking down the barrel of making two wrong decisions.

We've all seen it all before... They need to be in by xmas as Tony is pregnant with triplets and the farmer wants the caravan they're staying in off his land. They'll scrabble around their fwiends and manage to get just about enough to see it through. I'm looking forward to Kevin turning up and the sweeping majestic panoramic views of the patients who've benefitted from the treatment and the FDA approval RNS. Question is will Alan manage to get that far, his fwiends want their money back with interest.

CJ, as requested, I'm doubling stock of pitch forks but rather than fist sized rocks, I've gone for face sized rocks. Like others, I'm not impressed by the pandering to the twatterati. Gje has done the calcs, it's minimal dilution. Keep the cash, progress the trial asap.

Yeah. Best fill in the survey then. 4 green boxes after my post implies the disruptive twats wouldn’t like my suggestions for some reason. Enjoy your Sunday.

Chuckle

Alan can't read a calendar, so my money is on 65 days

Worth filling in the LSE survey. It's a chance to let them know they need to introduce the ability to block entire threads, need to hardware block trolls and improve moderation. Just a few ideas.

The end of the 40 days will just let him brag about the fund. Otherwise, difficult markets conditions blah blah blah... Don't expect anything other than the usual dismissive WaffAl. It's done. I'm more interested in WTF they're playing at with Dx. Are they reducing costs? Are they increasing revenue? At the point it's profitable, why is it being sold unless they're going to make a nice profit. Is he going to compound his stupid decision by flogging it for a loss? Given the lack of common sense financial acumen, are the idiots responsible resigning? Those kind of things interest me...

To summarise and coin a McPumpy classic, it’s the cheapest it’s ever been!

Gje, thanks for this, excellent work. I’ve always thought the quarterly HCI saga is completely overplayed, never mind the overall dilution levels. Undeniable now, as you’ve proven, even at these lowly levels. Great stuff. I’d hope it won’t be mentioned again given the insignificance…

£10 a post?!

Timster, were you aware of this? I’m not heard any rumours of anything near that in THE ROOM. I’m still on the industry standard minimum troll pay of 20p. We need to arrange some industrial action. Get the Twats Union involved. Such huge disparity in pay is clearly unacceptable. They’re exceptional twats, but I don’t believe they’re worth that much.

Has any company ever presented chemo results to the FDA with so little side effects? Yeah, if they didn't work, but an extended question is....

Has any company ever presented chemo results to the FDA with so little side effects for a 50 year old drug that's being delivered directly to the tumour in effective amounts? I'd say no.

Morning JT, yes, seems too much of a coincidence to mention mid 24. Given they've seen responses in more than one indication and also by then they'll have had the chance to potentially hone in on others by some careful selection in 2QW. They're also accumulating data on PFS that will strengthen discussions. They'll be discussing all the above to ensure they FDA are happy with their optimisation choices - now that being optimal rather than chasing the MTD is the FDAs preferred approach.

Fluffer extraordinaire. Prime candidate for the bin along with the rest. Still all readable for me albeit with a swathe of green boxes in the way. Thanks for the volume calcs btw BV, it was worth looking in to.

And they might opt to thank him for his time and wish him all the best. Blunt as it may be, they’re conducting a trial to gather data not provide personalised care for one individual.

The % reduction in volume will be much larger than the percentage in length. Example a cube reducing by 10pc for the side length is a 27pc reduction in volume. With a measurement from the original tumour size it's not surprising to see that slow. You'll get diminishing returns using that calculation, but as discussed the reality is an incredible result and the continued reduction in tumour length is equivalent to excellent ongoing volume reduction. Especially when considering we're talking about a patient that's had several other treatments previously. When all else fails, use ava6k...