Member Info for Rambo23

Richard Hullihen, Chief Executive Officer of Polarean said: "Having achieved regulatory approval for our first indication, we now need to demonstrate the establishment of commercial traction and clinical adoption beyond our existing global research base according to our consistently stated objectives. We will do that within our existing resources, and strategic sources of non-dilutive financing, and return to markets for future financing to expand clinical indications and geographic territories on an ROI basis if and when appropriate."

worth calling the broker for colour on size and price. Not much stock around. Only 100k left at 3p.

Bluepanther no need to apologise at times it was frustrating but the times are changing rapidly here. There big boys are quietly loading, new TR1 yesterday and there are others on the cusp or have chosen to stay just below for now. Great initiation note from Allenby. Would you buy a £10 note for £3? That's what's in play here and the first step.

Boom new TR1 holder! Excellent news. The rerate has begun

RNS OUT

Ripley WINS went 139 bid for a moment then moved to 150 offered. It seems LSE L2 isn't showing all the MM's so an isolated issue for LSE but there are visible on other platforms.

Jive thanks for your insight. Would you agree that from a Precison platform perspective there is a significant PR, biological, market size and therefore also financial benefit of dosing higher and higher looking for an MTD. This would demonstrate how exquisite the tech is. Other drugs not just chemo ones will all have their own characteristics but the higher they go with 6000 the pathfinder it demonstrates the unique possibilities here that were otherwise off limits impacting vast numbers of drugs and illnesses. Additionally higher doses also mean the total addressable market increasing based on volume alone. Perhaps higher doses also lead to more dox in the tumour otherwise we would have seen MTDs by now.

A few takeaways from the RNS and AS interview. The company are trying to achieve chemo with no side effects their own words not just little or no side effects. That’s incredible. AS also said C4 patients had zero cardio toxicity. I mean hello that’s epic at that dose!

If they can show the true upside potential with 6000 a very toxic but well understood drug they also can demand more in licensing deals going forward. Surly you have to pay more if you can treble or quadruple a dose safely vs just double. I accept dose regimens might require less to be effective but it increases the ceiling potential of the tech as a USP.

I don’t think many grasp the opportunity here and what has been achieved to date. That’s going to change. It’s unbelievable and rewriting the rule book.

Ripley IG go closing only when they are at their ceiling for risk and or disclosure. With the open longs they have now I suspect they will be just under 3%. If they cross that they will have to issue a TR1 which they won't want to do and therefore they stop taking new positions. When some sell they will reopen for business. I don't think there is anymore to it. A good indication of investors expectations however.

Looking forward to the TMAC update as well. Big Q1 ahead

GMCC one of the trial sites stated 80 for 1a & b in total some time ago. Given we only need a few patients per cohort currently I can't see why you would need 40 for 1a unless it took many extra cohorts to find and MTD but that number would be unknown from the start and not likely their expectations. I see the comment as positive as if we have 12/15 patients to date for 1a and only need 30-40 for 1b which can be dosed at the same time I believe they can smash the workload with the large US sites coming online. All TBC of course

Excellent news this morning. Another acquisition completed which will add another important revenue stream for the group. 10m-700m AUM in 2 years. Objectives being ticked off time and again. SP overdue a re-rate which will happen at some point. Long term value being established by the completion of these deals. 2023 should be another big step forward. Patience is key ignore the noise.

Russell to your question it will be based on market cap nothing else. AVCT might have changed little in terms of market cap in recent months but if other securities have increased their market cap from previously below AVCT's they will move into the index at the expense of AVCT. These changes are done periodically and therefore represent a point in time only. Obviously this is likely to change going forward if AVCT rockets like we hope it will. They will have to buy AVCT to replicate the change in index if we qualify next time round. Question is which index will that be!! The sales yesterday were mostly related to the index change not a judgement on the company.

Exactly Hanoihank

Tom also it is worth highlighting if your starting dose is potentially multiple times what is given today and then as an example you have the same minimum number of cycles as the standard of care today that in itself means the volume of Dox required per person is multiples of what is used today therefore the Dox market expands further. Then if you can have even more cycles of a higher dose that means the volume of product required is bigger again. Then and to your point if due to little or no side effects more people become eligible that previously were not that market size increases again. Based on what AS stated about the potential market size for dox you can easily see there are a variety of factors that potentially get you to his numbers or more. Eligibility, dosage and cycles all being key. Massive upside just for AVA6000 ignoring the rest of the platform but the same principles likely apply.

Worth remembering the Christie Hospital (part of the AVCT trial) are hosting an event tomorrow to talk about precision medicine in oncology. I expect this to be a general precision discussion and NOT solely about pre/Cision for clarity but if you look on their website, scroll down and look under the 'What to expect' there are 3 bullets the 3rd states 'State of the art precision medicine trials in the UK'. Given they are one of the recruiting hospitals for our trial I would hope they reference AVCT at some point.

https://www.christie.nhs.uk/education/continuing-professional-development/study-days-and-conferences/precision-medicine-in-oncology

90% of the messages on here every single day are a waste of everyones time. It's childish bickering over and over again. Why can't keyboard warriors on this board grow up. Who cares what someone else you don't know says you don't have to respond! If you haven't got any constructive or useful to others please for everyone's sake stop posting. There are plenty of more useful things to discuss on AVCT right now you would think. If not the relevance of this forum turns into a cesspit once again.

GMCC - thanks for that. Worth noting on the second link you provided that if you scroll to the bottom and select the targets under 'target indication' the top two state 'Pre-clinical stage will begin in 2022' the third one 'MS' states 'Pre-clinical stage will begin in end of 2022'.....update soon perhaps.

Smart move to Allenby a much more competent Broker. Should see a broker note in due course. This is only positive.

FCA have Jupiter only on the historic tab now (last week they were on the 'current disclosures' tab with 0.3). I would lean towards the FCA data vs a third party site personally.

Only Bronte left...as per FCA. Download on the right menu bar at the bottom
https://www.@@@.org.uk/markets/short-selling/notification-and-disclosure-net-short-positions

Grumpy you have 3 comments on your history so why appear now? and conveniently you fail to mention milestone payments for things like IND filings from multiple partners which will bring cash into the business. You also don't mention licensing opportunities which would bring in much larger amounts. Good luck