Member Info for PL75

That’s a coincidence. I asked and also got a response:

‘Are you f&@cking thick? For once we made it really clear so that even dunces could understand yet you’re still asking? No wonder I hate PIs so much. Anyway, must dash, I’m off to cash converters to thrash out the next financing deal’

It’s heated. Shhhh, don’t tell anyone.

Common sense really, there’s a limited amount of time it circulates so flinging in a ton won’t result in a better outcome than a steady stream. Apologies for the overly technical language. Perhaps I should go for an analogy as that’s what his lordship would do. Imagine a block of ice sat on a suspended wireframe. You could get a gallon of boiling water and drop that on top. It would splash and not have much of an impact, but you could pour the same volume at a lower temperature at a steady pace for longer and the constant contact of warm water would melt the ice. I’m available to present a poster if Chris can’t make it.

Key sentences to shut down the inevitable tedious cancer is cured green box FUD:

‘when brigatinib stops working, doctors have said there is another targeted drug she can take before requiring radiotherapy and chemotherapy’

When. Not if. Before requiring. Nothing is being cured here. What eventually happens… chemo. What’s better than chemo. Chemo without side effects.

‘ has a list price of more than £5,000 a month’

Two ways of looking at that. AVA6k could be cheaper and preferred for economic reasons. Or…. They can command a high price and it will be paid.

‘chemotherapy is tough - it makes people tired, and can cause nausea and hair loss’

This no longer has to be the case. Without the side effects, and given that’s the eventual treatment, you’d choose AVA6k as these expensive treatments become a waste of money. Why bother with an ineffective treatment that extends life with no side effects, when you can have an effective treatment without side effects.

We didn't get anyone's medical records in the RNS? Disgrace!

RD, they can’t quote converted dox as it won’t be consistent. There’s no alternative other than stating the dose and dox equivalent administered. Fair?

The data shows ‘it works’ (tm). Dox will be dox. They’ve already proven they can deliver dox safely. There is further to go to get it to market, but saying it works when it has approval is rollocks. To state the obvious.

"It's not long ago that an RNS such as this would have sent the SP stratospheric". Would it? That's not the usual AIM behaviour, sell the news yada yada. Anyway, there'll be a period of churn when Alan's mates will make their ratty cash, then we move on and up all being well.

"Patients can be dosed in parallel in the two-weekly dose escalation study"

Not sure what's ambiguous about that. They'll dose in parallel in whatever location. It's a quick study. It won't meet the timelines as Alan is an utter idiot, but it'll be quick compared to the 3 week study. The 'delays' (as they'll be called) will be in recruitment and SDMC approvals.

Bella, the UK trial will be able to review the data from the US trial, so if the US has finished the first cohort and the SDMC like the data, the UK will start at a higher dose. They're not separate trials, they're opening sites in the UK for the same study.

It’s the dose level. See slide 11, they’re starting from a lower dose and escalating again for the two week study.

https://avacta.com/wp-content/uploads/2023/12/AVA6000-Data-Release-13-December.pdf

BV, they’ve previously said H1 for results. In this RNS they’ve said it’ll be 5 weeks for SMDC to review the data for this cohort. So at best from final dose per cohort we’re looking at 5 weeks. It won’t be H1, but that’s Alan for you. I’ll be fair, it’s reliant on recruitment and today’s RNS helps with that. It won’t be a year behind, but it will slip.

A gormless city spiv - https://www.voxmarkets.co.uk/articles/vox-markets-fund-manager-series-oliver-brown-of-rc-brown-6fb431a/

Specialist healthcare funds, like the bloke who said he wanted it spelled out in layman's terms and a whopping discount or he's not interested.

ATBD, congrats on completely misinterpreting my post, there was nothing entitled in it. According to his lordship, the data is incredible. In that case it should demand a premium. Bit obvious to say they've failed to sell it. If the story can't be sold at more than a quid - looks like the market has had it consistently wrong for years - that includes funds previously investing at 120p. I didn't say I'd prefer anything, my commentary was on the twatter post.

So, the data is good, so they crash the price to get on board a specialist fund alongside a collection of roaches. Great stuff. I'd have preferred to have seen some boosting. If the data is that incredible, you should be able to sell the story and raise at a premium. It wasn't ignorance of the opportunity when they went shopping for Dx companies they've since rapidly decided they don't want, it was definitely plain stupidity. The leadership is poor, hopefully we'll see that the data is world class and we'll see the incredible returns very much despite Alan, not thanks to him. They've got 10s of millions and a couple of years to get this moving.

No.

Given the favourable safety data from the three-weekly Phase 1a dosing study,

a two-weekly dosing study (which is now screening patients with high FAP levels in the USA) will assist in optimising the schedule and dose for a Phase 2 study.

Sod replacing Alan, replace the ambiguous muppet that writes their RNSs.

Oh absolutely. We should all be fully supportive of the CEO who is doing a brilliant job of delivering shareholder value.

The best short term business opportunity is selling pitch forks for the AGM. Mine are superior to Timster's. I'll wait for the science to do the talking and just have to hope that Alan hasn't made any more monumental clangers by then.

‘Errrrr! I can't believe you've only just realised that's why II's love fundraisers so much...for this very reason that's why I was , and still am, hoping that the European Speciality Fund is the likes of Medicxi because they would be in for the long haul.’

Errrrr! No sh.t Sherlock. Why not target all your fundraising at funds that won’t flog the shares at the first opportunity. Or maybe at retail who are more likely in aggregate to hold for longer.

Hope you're not suggesting a strategic error by genius Al? It's all in hand BV, he's knows what he's doing.