Member Info for PL75

Oooh goody, eggy is trying to be clever. More embarrassment inbound. So eggy, what’s the relevance of that compared to dosing with much higher equivalent doses and what does the fact that several patients from earlier cohorts are still alive imply when compared to those stats? Keep desperately googling for negative angles you oddball weirdo…

I preferred my thread converting those incredible patient outcomes in to what it means in terms of cold hard cash - still available for recommendations btw. The market doesn’t care about the science as it’s thick as mince. A humongous total addressable market should do it… bigger than we ever dreamed given it could be administered to extend life alongside extending / expanding treatment options due to the lack of dox tox.

Gotta do what you gotta do for those ticks Timster

Eggy, take the opportunity to consider it’s having a positive impact on end of patient lives. It’s possible not to be a complete twat. Try it.

Plenty cash in the bank you monumental 🛎️🔚. Plenty opportunity to raise when needed given the results, no wonder sequoia carpets have been adding.

So, we thought the 1bn market might be more like 3 as they can administer 3x as many cycles. We also thought there’s potential for a larger market due to opening up dox to a larger range of ages, maybe up to 5x. We know that 3996 what’s potential to be tumour agnostic. Today we found out that AVA6k has the potential to be used to halt progression in end of life patients in cancers we didn’t expect it to be efficacious. AVA6k is as much of a monster. The market is huge.

Yup, they’re already gathering 1b/2 data….

(ii) suggests the potential that the increased number of cycles in 1b might not take as long as we thought…. Conclusive comparative data might be available a lot sooner than thought as they might be able to whip through additional cycles

Hi eggy, turns out that they’re still administering AVA6k in 1a as it’s halting disease progression. It works. Remember your sad pathetic attempt to mock me for saying that phrase. Well, the CSO has now said it in public and today they put out an RNS saying the data backs it up. That’s definitely more info than was inferred from the science day. Stay miserable if you like you weirdo oddball, but that RNS is stunning news for everyone, especially those on the trial that are benefitting.

It works (tm). Straight from the CSOs mouth. The pathfinder has done its job.

Our platform technology works. It’s as simple as that. The market is thick as mince along with the trolls that haunt it. Value will out.

Tres bien to see you bein. Congrats on the new record, a matter of minutes to have a post removed.

Hi eggy, yes please, but only if you can add some obvious facts. Concentrate on the facts part. I noticed you completely ignored the main point, which is that you’ve no basis whatsoever for commenting on the costs and timescales. Add some context and it’s a discussion rather than bashing.

What’s with the obsession with an early stage biotech needing cash. Great stuff, so what? The potential is such that they could double the shares in issue and it’d be a good investment. The 🐶💩🪨🦷 bashing about them raising now when they have a pile of cash was completely wrong. That’s two for two, they’re losing their touch. They’ll raise cash at some point. Obvious fact. Have a basher badge.

Slow and expensive eh? Provide some obvious facts to back that up, oddball basher. How much have they spent and how long have they taken compared to industry averages for similar trials? Are other businesses expediting comparisons with the standard of care in to phase 1? You have no idea at all. 🛎️🔚

Wow, thanks eggy. You’re providing a great service. This board has been missing a Harry Enfield character yabbering in the background pointing out the obvious facts. If they’re obvious, perhaps you don’t need to bother. Also might be worth checking your facts as quite often you post complete lies. Such an oddball, weirdly proud of clearly being an absolute tool. Time for a new account, this latest one has turned oeuful.

Cj62, I'd also calculated about £6m from Dx. The burn rate is about £2m/month tops. 15 months cash, takes you in to the back half of next year as they stated. I reckon it'll be 9 months before they start considering filling up the coffers again - a lot can happen in that time

Exactly cj62. They’ve made factual statements. They have plenty cash, they’ll ultimately need more, but not right now. That’s always been the case. Meanwhile, they’ve strengthened the board and the trial successfully continues…. Biscuits inbound.

My thoughts exactly Timster, but I’d spell it phonetically

The sealion isn’t short. Well he could be, diminutive would match the personality type. You can spreadbet against companies. The spreadbet companies don’t hold any risk so they’ll match it in the market with an underlying trade. In the absence of the ability to borrow shares, they can still sell in to the market by netting off some of the shares that will have been bought by others going long.

Haha, yes, TW was completely wrong eggy. This is embarrassing. They’ve a pile of cash in the bank, 2 cash generating businesses. Funded through to the back half of next year. Saying they’ll need cash at some point doesn’t equate to an immediate £10m cash raise does it, bright spark? Stop digging. They commented on their capital management in the results presentation, suggest you listen to it again.

Oh dear. Twice in a row 🐶💩🪨🦷 has got it wrong. Must have been in a Burger King rather than McDonald’s. Plenty cash in the bank, the trial successfully continues, the market is thick as mince.

£39m at end of March. Plenty cash through to the ‘back half of next year’ from results presentation. Also commented the spend can vary depending on acceleration. If they have attracted an II from their superb flyers at ASCO to take a chunk in to sticky hands to get ava3996 in the clinic, all good. The change in strategy to retain it is a huge positive - it’ll cost money, but having a potentially tumour agnostic treatment will repay any development cash back in billions. Other than an II, I can’t see any other reason for a piddly amount. They’ll spend it wisely on Tx (or buy another small Dx company 🤷‍♂️)