Member Info for PL75

KGS?

Tut. More diversification. Why are they building stands? I think we should sell off that part of the business

A lot?! £5m EBITDA FY maybe. We'll find out tomorrow, but they spent a lot more than that so at the moment it's taken a large chunk away from the table. If all of the money raised had gone in to Tx this conversation about funding wouldn't be needed.

I'd say a couple of years is pretty close rather than not being anywhere near. That's why I don't really care about Dx or funding. They could bosh out a rights issue for all I care as long as they end up with enough cash to see Ava6k through to market.

Much ado about nothing. It makes some cash, not much but enough to contribute. They'll maybe incorporate some affimers in some new products, will hopefully expand in to Germany as planned and bring in a bit more cash. However, the difference between a Dx business bringing in £1m, £3m, £5m or £10m is completely irrelevant against a Tx product that will hopefully be worth billions.

Quick reminder Eggy isn't invested and would like the price to fall.

Commercial expediency over academic rigour. As it should be and it's about time.

Unlike BIDS. Low volume, zero hype. You do you.

Weird isn’t it? Anyone would think it was coordinated.

Pleased to see you’ve fixed your keyboard and your apostrophes are ok nowadays bumup

Just as well, latest micro accounts show Medusa19 is £8m in the red, but i suspect they were long gone once the brochure was photoshopped and the timetable went awry.

More nonsense from Elliot, the drunk from the local maccies

I can’t buy on HL as I don’t use them

Can't buy on HL

Guaranteed blue day then, have that, dirty rotten tampers

Alan said in the interview that the study will run to mid 2024. There won't actually be much parallel running assuming it takes the FDA a couple of months to approve it, but it's still an improvement to see them moving forward as fast as possible.

Placebo aka magic beans Timster, we’ve answered that one

Https://www.theaustralian.com.au/business/stockhead/race-oncologys-fresh-corporate-strategy-puts-it-right-at-the-heart-of-cancer-care/news-story/ff4d8800b8e765f60995ceeae682eafc

They’re also interested in breast cancer. Shame, once we get a partnership or licence deal for AVA6k to run a trial and get fast track approval, they’ll be out of business.

Here’s a relevant snippet:

“The experts say an effective cancer treatment which limits heart damage is much needed.

“It depends how carefully you look, but at least 30 per cent of patients who are treated with anthracyclines have evidence of cardiac toxicity,” Harvard Medical School cardio-oncologist Professor Tom Neilan says.”

Oh ok, best let Alan know not to bother.

It’s really easy to get to what appears to be an outlandish shares price. Given they should soon be knocking on the door of a market worth a few billion per year, it’d be mad to consider a sale at £3bn. That’s a tenner. You’d probably double it just for that asset, but they’re sat on a platform. That’s ignoring TMAC, existing partnerships and their stake in affyxell.

The market is thick as mince. The amount of cash it’ll take to get this to approval and retain ownership can be factored in. Assume a 20p placing that doubles the number of shares. They could remove the death spiral and retain AVA6k. What are we worth then, the current disconnect is ridiculous. Ah well, I’ll just keep buying when I can I suppose.

Timster, the patient with the shrinking tumour just got lucky with the placebo.

Better than being a tamper. You’re absolutely right. Apologies to Sujood, never wrong excluding all the times he was completely wrong. Looking forward to it