Member Info for Rambo23

Jive/ Metis following on from your comments, I believe this is why the monitoring of the '5140 leaving group' is also key to the trial. This is why they are taking urine, plasma and blood samples to see how it leaves the body and how long it takes. For illustration see link below at 2.39mins AVA6000 combined with the Dox in prodrug form it is represented by the first diagram on the left. Note the bottom half of the first diagram on the left is essentially the 5140 leaving group represented on the right. The leaving group should remain consistent and passed from the body as it is no longer required once FAP cleaves the Dox.

Hope that helps, any inaccuracies open to correction of course.

See https://avacta.wistia.com/medias/kv40kul5b2

Daisy your constant complaining does nothing for anyone as per usual. You fail to provide a balanced debate and even acknowledge the positive steps the company are taking when they take them. This brochure will help educate new and current investors about the business and critically how they grow AUM and revenues which are growing quickly. That is a fact. The SP will take care of itself in time. You may have noticed the wider market has sold off big time in H1 for a variety of reasons and no share has been unaffected by these headwinds but that will change at some point.

A great brochure out today clearly explaining what the company does and how it generates AUM and revenues. Ideal for new and existing shareholders.

Did anyone else notice the BOAGF fee structure split with the partner on page 5? It used to be 50/50 split but now it is 60/40 in our favour. More revenue for Alpha. Excellent news. BOAGF also benefits from a 20% performance fee above 7% hurdle rate. This will be a very important source of revenue as the fund grows and the performance realised.

Daniel Gray being an operating partner at Blackrock not to be under estimated given his wealth of experience and contacts in the industry.

Excellent work. Next up 300m AUM added upon acquisition completion due anytime.

Timster - He said Q3 which starts in a few days so it could be anytime from then onwards is my point.

We have had 6 MMs sat on the bid at 95 most of the afternoon looking to take stock at that level. One MM at 96 bid. 4% spread showing we are down much of the day, MM dropping bids on little volume. A more sensible UT at 101.
2 of my buys marked as sells this am.
We know DE2 RNS should be only days away subject to SDMC green light. AS couldn't have been clearer about the next step here is DE2 as per AGM comments. DE2 = more boxes being ticked, closer to final readout and value plays out one way or another.

Everyone had that chance yesterday in the 90s....!

hahah he was very happy and I was with him! Fear not PJT12.

I asked AS if recruitment for P1b had started and he said it hadn't started. 'Too early' but this would start approx a month before so late Q3 early Q4. He was very relaxed and said in response to another question there weren't issues getting patients.
On LSE/ Twitter There were references to a clinical trail website recently suggesting 1b recruitment might have started so my question was to clarify that. I see this as very positive as if they were recruiting now months in advance the lead time is significant and it might indicate it was hard finding patients. We now know the lead time it is much less and not a problem getting patients. Win win.

I also went to the AGM yesterday and was very happy with what I heard from AS and he was confident. The Q&A was very useful and even for the difficult questions put to him the body language and facial expressions were telling. Tom the bomb/ Sportstrader thanks for your summary I agree with the points you have made. I won't detail them all again but urge people to read them. We are clearly in a very exciting period and next DE for cohort 3 due very soon.
Great to meet other shareholders there and share our thoughts. I think we were in agreement of where things are at and on a very positive trajectory. Bought more yesterday and will be doing the same today.
MM cheers for the many pints and banter, i'm yet to meet anyone else who understands this better!

Yesterday we were top of the LSE risers board by over 10% from the number 2 spot. A few more moves like that and I reckon we will be up there more often which provides more visibility for new and existing investors. Some of the largest shareholders were at the AGM and they are all supportive of the plan in place to continue growing AUM with no placings required. All about executing value accretive AUM transactions through the build and buy strategy (2nd acquisition closing imminently) and organic growth. 2bn AUM is the first target and 700m of that is nearly over the line.

Just the start Keyhole3 we have been massively oversold for a while now. Meanwhile AUM is about to double...

Moving up again on low volumes, no surprise here really. Lots of positive comments from the AGM where GS took on all questions no problem for over 90mins. Lots more to come. Simple business model here grow AUM and Revenues. Profit follows. Nearly 700m AUM growth in 2 years. Big plans ahead and full support from all large shareholders. Ignore the noise!

£500k buy just gone through at 107.5...

Daisy you’re a disgrace for saying something like that. Your constant whinging, negativity and toxic insults do nothing for anyone not least yourself. What a sad life you must lead. People who are positive get more out of life, try it, you do have a choice.

Change date 28th April though...

The ‘Date changed’ on short tracker is the 21st Jan for Brontë and 28th April for Jupiter so something isn’t correct.

A 90k sale just went through at 103.5 when the bid was 105...Distressed seller? The rest of the market is red today so could be an explanation for todays hit. Leveraged positions?

SBP /Share22 there have been wins and loses on this journey and no one is hiding from that fact. For perspective thats not uncommon for any business these days is it. The business model is to grow AUM and revenues and they have achieved that. Your comments completely ignore this fact. The SP is a number at a point in time if you want to buy or sell your shares. This doesn't mean the business isn't growing and again you fail to acknowledge that fact. As the sentiment, execution of the strategy and financial numbers improve so will the SP.
Everyone is entitled to their personal views on management and the decisions made. Share22 you previously said dividends were paid when they were not so you were incorrect and that was my point. The majority of the losses are non reoccurring items anyway. The options issued were for multiple years and although I'm not completely happy with them for a variety of reasons the benefit of them is that when exercised money will be coming back into the business to further execute the business growth strategy which means they are incentivised to deliver. It also significantly reduces the likelihood of having any future placing with short term traders/ holders which inevitably has been a drag factor for months on the SP. I know many who sold out taking some profit as many typically do. You only have to look at the wider macro environment, the market sell offs, the changes in sentiment, over leveraged investors etc etc to realise all businesses will be impacted. Small cap stocks with limited liquidity are not immune to this fact so there are not many areas having a great time at the moment.
Most directors of a listed company would be earning more than Boris so that is a poor comparison. No growth since IPO.... AUM up Revenues up. A lot of people were disappointed about the RCF outcome but thats the way it goes you win some and lose some. Those invested had a chance to buy and sell at 8p and some did and some didn't, but they must take responsibility for their investment decisions not blame others. Had GS only focused on that strategy we wouldn't have a business or approaching 700m AUM now. You can be unhappy but at least try to have a balanced debate about the pros and cons here.

Share22k why do you bother? You might be the mouthpiece for your negative agenda but you only speak for yourself and no dividends have been paid. At least get some basics right. The business is growing AUM and revenue and executing its business plan. There is work to do on comms and PR for sure but the business is growing. It might be worth you looking at some facts but I don't believe you want to have a balanced view here only a negative one. If you are not invested why waste precious minutes in your life here? If you are invested how is moaning here going to help the SP? Zero credibility.

410k shares just traded at 127.875 ....