Member Info for Rooba

Reflecting on the SD, I think (& hope) that Avacta will now become less of a private investor share and more of an institutional investment.
Why? - because much of the risk has been taken away. II's don't like too much risk, whereas PI's thrive on it to 'get rich quick'.
And yesterday painted a clear picture of world leading therapy which will take a while to commercialise. And AIM PI's don't have the patience for that - hence the slightly subdued reaction to superb trial data, whereas II's are happy to wait for significant long term returns.

So personally, I don't think we're going to see a big jump on Monday or any time soon, but hopefully we will see a steady rise in the SP as II's grow their positions.
Significant moves up in SP I suspect will now come off the back of commercialisation - eg. AVA3996 deal, or a buyout offer.

Robbo; you predicted an SP of £2 yesterday and £2 last week, and £1.90 the week before, and £1.70 the week before that, and you somehow think we're the numpties!

Don't bother replying, you'll be in a green bin where your amazing insight and valuable contributions to this board belong!

Good question. I tend to agree that the SP will be relatively flat for a while.
I think traders will trade, and PI's who are invested will stay invested, so no big moves either way.
The good news is that the 50%+ SP rise in recent months is now supported by the trial data, and shouldn't really fall back much, if at all.
Then we (PI's) just need to wait for II's to show an interest and for (hopefully) commercialisation of AV3996, and ultimately successful AV6000 phase 1b and 2 completion.

Any other highlights you'd like to share with us, Myles?

Thanks Corry.

A genuine mistake, I guess - but I'll add Alliance news to my very long list of sources not to take at face value!

Cheers.

Mmmm - thats some pretty underhand comms by the company - putting news out implying the COO is investing in the company, when actually the opposite is true.

Thanks for the clarification above, and sorry for being thick, but how do we get from the selling of share options to the news headline: "Tharisa PLC - Cyprus-headquartered platinum miner - Says Michelle Taylor, executive director of its major subsidiary Tharisa Minerals (Pty), buys 90,000 shares" ??

Thanks.

I read it as sale, but perhaps it means sale of the shares TO the director?
Else, the company news article today is a lie !

Oops -just read the news article - it seems the Director was buying! I need to learn how to read those updates properly - they often confuse me!! (emoji slapped face!)

Like you, I'm baffled, and it seems just a matter of time before a rerate. And I had planned to double my investment here this morning, however the RNS director sells just put me off putting more in.
Why on earth is a director selling like that, at this price, and just 10 days before an ex div date?
What am I missing???

Just to reiterate:

RNS 17/01 : "tumour biopsies . . . . . . confirm the release of the active chemotherapy, doxorubicin, in the tumour tissue". "This analysis shows that AVA6000 targets the release of doxorubicin to the tumour tissue at therapeutic levels".
- Note the use of the word ACTIVE chemotherapy, and as we all know "at therapeutic levels"

One of the trial conditions: "Patients in Phase Ia will receive escalating doses of AVA6000 . . . . . . until disease progression", . . . . etc.
- So, AVA6000 must have stopped cancer cell reproduction/spread for 19 of the patients, else their treatment would have stopped. This is unequivocal - AVA6000 had to stop cancer progression in order for the trial to continue.
IT WORKS!

Also in RNS 17/01:
"The data being generated in the ALS-6000-101 study are providing detailed insights into the pre|CISIONTM platform which add significant value to the technology"
This is a bold statement: "Data . . .. providing DETAILED insights . . . . which ADD SIGNIFICANT VALUE to the technology". Not might add, could add, has the potential to add value - but ADDS value as a statement of fact. They cannot make a statement like this if it were not true.

I know people can read, but this debate is being undermined by people with disruptive agendas, and anybody concerned about the negative comments or price retrace over the last couple of days - should just ignore all of the noise, re-read the 17/01 RNS - look at the trial conditions, and you will be reassured that AVACTA have a valuable chemotherapy treatment, with no meaningful side effects, which works!

Please just use your green boxes and stop engaging with those who have an agenda or add no value.

I got fed up with this board until I binned:
- derampers : wynbore etc. who always have a negative agenda
- rampers who add no value/insight
- traders who praise the stock one week and slate it the next
and its a much better board for me now.

But people that keep saying don't engage with the FUD'ers whilst continually engaging with the FUD'ers is not helping!

Thanks. GLA.

Thanks both of you. Always good to get (constructive) different insights and opinions.

I've just realised we're at the same SP that AL sold a 'few' shares to buy his new house.

He might soon be regretting selling so low.
And lets hope he doesn't now need a new pad in London! ;-)

Buys and sells almost the same, and SP dropping on very little volume (£30k).
Not great. But as mentioned, we just need some positive news to turn this around - and in future, some more reliable timeline aspirations would help.

GLA

Yes very good results. And in a period where you might expect them not to be.

I'm not sure what resistance you are referring to - the SP has steadily climbed 20% over the past 5 months, and still looks good value.

MSA doesn't know what he's doing. Best to just ignore him.

Excelleent results. Ambitious growth targets met and exceeded, and a dividend to come.

Scinv desperately trying to limit the damage to his short is amusing too :-)

Avacta can't yet use the phrase "chemo without side effects" because they are still increasing the dosage, and its possible that some side effects might emerge.

But they have told us that dox is at theraputic levels in the tumour at low dosage and at "much" greater levels than in healthy tissues. From this, I think we can conclude that the worst case scenario is effective chemo with minimal side effects.
And chemo without side effects remains a real possibility.

Agreed.
We can be critical of their comms and especially their timeframes, but when it comes to their technology Avacta are world class and world leading.