Member Info for Rambo23

JT great posts as always. FYI the next Oncology conference is next week...ESMO in Madrid 20-24th Oct. Another opportunity perhaps. I agree the JPM one is huge. There is also the Jeffries Healthcare conference in London on the 14-16th Nov = Optionality.

161 on IG share dealing for 100k when the offer is 157...not much stock about.

154.75 to buy 50k on IG share dealing right now when the offer is 151....Tells you all you need to know!

Crucially Takeda have lost Velcade sales revenue each quarter since coming off patent last year and the impact of generic competition. A good time for Takeda to secure 3996 license you would think to offer subject to trials and approvals a patented version without the side effects! Revenue and patent problem solved.

CJ62 I agree I believe there is a restriction on forward selling for them however that doesn't mean they can't sell an equivalent amount of a long position they already have now does it. Nothing wrong with that. This HCI stuff is all smoke and mirrors though as no one knows the facts and we know this has been heavily traded likely leading to things being exaggerated. Hopefully that starts to change now C7 has been confirmed as the last cohort for P1a and we expect other news.

Noobinvestor I think it's important to break down your question into Pre/Cision and AVA6000.

Firstly we had confirmation Pre/Cision the delivery platform works in humans earlier in the year. That was reconfirmed in the last RNS with AS stating the following 'The pre|CISIONTM platform is doing exactly what it was designed to do - target the release of active chemotherapy to the tumour tissue, sparing healthy tissues and improving the safety and tolerability of the drug whilst delivering potentially superior efficacy.' Therefore you can bind a vast number of toxic drugs to this platform and license it to generate revenue. Therefore this statement proves the tech works and has overcome the last clinical hurdle and is ready to be commercialised IMO.

Secondly AVA6000 all these patients to date are end of life (They won't be in the 2 weekly dosing trial or P2). The fact they have seen efficacy in a phase1a safety and tolerability trial means they have accelerated the trial and time to market that is huge news. As they have seen 'significant response in a patient' this is incredible as they were facing certain death. Tumour shrinkage at least buys you more time and hopefully they see even better outcomes like a complete response. Failing now seems unlikely in my opinion as it is simply has to better the SOC for STS already. Dox sets a low bar which AVA6000 will redefine and has done by removing cardio toxicity already which kills your heart. They still have no cardio toxicity at multiples of the usual Dox dose and a clinician couldn't tell if a patient had been dosed. Chemo patients are usually clearly sick as hell.

Beyond not finding an MTD over 6 cohorts which is a positive in my opinion but I appreciate the timelines for 1a have increased by over a year but patient data gone up 3 fold the outcomes of the trial to date have been way better than expectations. Efficacy was not expected that has now been confirmed at the first stage of the trial. This has been derisked hugely but DYOR

A point often over looked but I hope we see get more data on soon. We know in cohorts 1-4 all but one patient had tumour types that are NOT usually treated with Dox as this is a safety and tolerability trial hence their use. We know that MULTIPLE patients from earlier cohorts remain on drug as their disease has not progressed. This is incredible as at least 1 patient must be from that group. If they can demonstrate Dox at higher doses with no side effects can now be effective on previously unsuitable tumour types this is epic. This opens new markets and sales opportunities subject to more data and trials of course. But if I was that end of life person knowing it probably won't do anything even before a first dose but you have clinical benefit that is as close to a miracle at the right time isn't it? More time with your family etc. What heroes these patients are under awful circumstances. This next chapter is very exciting indeed.

Bella not just in White City they are in the same building as AVCT..scale space

GMCC - P1B in the US will definitely be using these scans. Dr Tap already familiar with this as are other US sites. Confirmed at the AGM. There was a supply issue in the UK for a site at the time but TBC on whether this is now resolved or not.

Washerupper tell us this. What is the financial cost of a 'bespoke to patient' vaccine like that? It's going to be horrendous certainly initially. AVA6000 chemo cost = low vs ADCs and likely any personalised jab for quite sometime.

Over 100m shares traded in the last 4 days. Keep it going!

Exactly bein - likely circa triple the dozen originally envisaged for P1a based on 4 cohorts with 3 patients in each. All that data and time that has passed has completely changed the landscape and hopefully the options for the next phase. US sites originally planned for P1B have been treating patients for months as well. Data = deals and inflection points

Https://x.com/Heliumone1/status/1701557070967836962?s=20

IG client shorts (therefore not representative of the overall HE1 equity picture) have reduced. Now only 5% short. This was over 20% early last week for perspective. Positive sentiment as we approach Spud.

Skittish thanks for your analysis as always. Re seeps of 10.2%. In your opinion why would they not drill precisely where the seeps are found of that concentration and instead a distance away? The only rationale to that imo would be the the traps would be more advantageous further away meaning more helium is stored under these traps? Is that your understanding as well? Thanks

Given the placements were at 5p and then 6p. To be able to buy in at these current levels for a multi well drill campaign for Helium which is worth more than 50/100 times the value of natural gas (dependent on pricing) this is a good risk vs reward opportunity. Roll on spud

Nice one Keith that is great news. Makes a change from all the fortune teller comments overnight with their negativity despite us getting closer to spud and the main event.

Skittish great analysis as always on Camp Rukwa and its locations to the second drill site potentially. We have always wondered why camp Rukwa was situated there and perhaps it was due to the proximity to one of the areas of interest. From memory Tai wasn't the 1st choice site to drill but that changed on further review of the data 2 years ago specifically the trap data. Prior to that point camp Rukwa was likely the first footprint on the ground for HE1 but knowing it was over the road from an area they wanted to drill. Smart move to buy the rig and make the most of that pre wet season.

IG client positions now only 9% short. This was 21% a few days ago. Caveat here is it only represents IG clients and there have anywhere between 51-250 clients. Positions sizes are not provided but could be as little as £1 a point. Outcome is shorts have been closing.

Mixed feelings over the timing and price of this but see the Pros vs Cons. A second drill will reduce the risk for shareholders.

Importantly the retail offer closed early as it was oversubscribed. Many will have missed out and it's not unreasonable to assume that cash will now be used to buy stock on the open market from 8am. As the placing risk has now been removed it's likely others will look to buy more as well in coming days. Looking forward to the drilling now there has been a lot of noise for well over a month now.

I think that is exactly right Cybertron. Why waste the additional expense of containerised kit if you weren't going to stay. The tent option would have been fine and saved a lot of money no doubt. Another piece of the puzzle. Only 8 more trading sessions until we hit the second part of sept and spud can happen at anytime.

The point was made recently on here about DM issuing an RNS declaring a discovery on the last drill and then pulling it 30mins later. That says it all really. Operational issues the main risk here now. You wouldn't even write an RNS saying Discovery by accident but there might have been technical and legal reasons to pull it. Time will tell.

Pics of the containers for the crew arriving on site are on twitter now. See HE1 posts