Member Info for PL75

Crowfoot, yes there's new info but not RNS worthy as it's outlining the latest timelines/strategy (let's see what next week brings knowing headless chicken Alan).

Absolutely pd/thompi. Poor management and treatment of the LTHs. The wording around valuing retail didn't shine through in the actions taken. Suspect they could have raised an awful lot more via just a retail offering in the new tax year.

The investment case remains. Even more so for those arriving after the raise. It's a chunk of dilution, but not a massive amount and I agree that it was needed at some point, my issue is the terrible decision making that meant they've raised it at such a pathetic level. They could have given straight down the REX route, offered retail a lovely discount at a much higher level and raised the same without screwing existing holders. Never mind the root cause which was buying Dx businesses.

The article sums it up fairly. Once Dx is fattened up and flogged they'll have plenty runway to get them to market and at that point there's no stopping them.

‘AS keeps having to take his white coat off’

He wears a shumper, he’s not worn a lab coat in a long time and if you’re suggesting that he’s not active in funding decisions and giving sign off then you’re clueless.

NY, little point trying to figure it out with limited info, wait for AACR and see what’s published, there’ll probably be an Alan explainer vid to go with it.

Derek is a moron. Binned for that reason. To dispel the future cries for data, full phase 1 data won’t be presented until AACR 2025. It’s a long term investment measured in years, ignore Alan’s prattle about inflection points.

They might take the lot, which is what they should have done last time. No one has a clue, so go for whatever you’re comfortable/happy with and just see what you get. For me, sod all, as I recently ‘topped up’ at 70p.

There’s a Gantt chart on page 6. Q424 expansion starts, leading to phase 2 starting Q225 - indicated by the selection of phase 2 indication in the top section.

The slides will be from the pack used to flog the placing. Shame Alan treats PIs like sh.t. He could have scheduled a business update outlining the expansion for other indications and the need for partners without leaking the placing. I think it’s the wrong strategy, as was the M&A nonsense, and Alan should go.

Exactly as I said in my 21:23 post last night, DTW. Whilst marvellous to see the potential grow as they’re going after numerous indications (with partners), it’s a jam tomorrow approach. I’d rather have seen AVA6k for STS get to market and then use those revenues to fund broadening later down the line. They’ve expedited Tx, but paid a price for it (well, I have).

Same as yesterday for me, I’m not interested in reading their moronic spam. The trial continues, they’ll access funds one way or another and ultimately value will out. Rabid scum, burn in hell. Have a good day LTHs.

Different ring to it today. Ah well, I was right, they certainly accessed funds. Time to go Alan. Could have easily raised many more millions at a higher price, his awful decisions and strategic fumbles have led us here.

Yeah, seems to be a habit of throwing out changes in direction and little snippets here and there. They need quarterly updates, a clear strategy, good clear comms. Not Alan, obviously.

F**k off

*data presentation

The day presentation was an own goal. Promised much, but only a summary was given to make a big splash with full data at AACR. Well I hope they enjoy the trip and the poster is printed on the finest quality paper. If there's no commercial upside to it then it's Alan prioritising showing off academically over the shareholders he works for. They need to come back from their holibobs with some licence deals. Value curve my f**king *rse.

Likewise. EGM time. The disdain Alan shows PIs is mutual.

DTW, they need to get ava6k to market asap for STS imo. Expanding and broadening and increasing the trial seems like madness when you've just raised at a fraction of the price from a few months earlier. If they got a product to market they'd have all the time and cash they need to do all those things. It's a strategic mess. I'll try to be fair - perhaps the FDA are pulling the strings and their hands are tied. If not, then Alan is the inept decision maker I thought he was. These strategy decisions aren't difficult ones. If ava6k has the potential to become the SoC overnight, make it happen.

Which is mental. Imagine then compounding that by claiming it's a strategy and buying Coris and chucking more vital cash away. Wouldn't have been an issue if they were bringing in profit. Which idiot carried out that due diligence.

Fair point Rob, if they'd offered retail a 20pc discount when the price was sailing they'd have banked plenty.

He smugly bragged of optionality, dangled the non dilutive funding carrot on more than one occasion then sold the company short due to his own utter stupidity in spunking vital cash up the Dx wall. The garbled RNS aligns with the aimless leadership.

He won’t be wearing boosters.