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Phase 1a has just been extended by 6 months (Avacta time, so probably much longer), and traders are therefore selling and investors are buying. Hence the muted reaction to brilliant news.

But I don't care, Avacta have always had too large a Private Investor contingent and not enough Institutional Investors and todays RNS will change that. Avacta also know it, with the Science Day already booked in.
II's will happily plough into Avacta now at levels well above today's SP . . . . they just move more slowly than PI's

Sit back and enjoy the ride.

Ronny, we don't know, and phase 1a is presumably continuing to enhance the therapeutic affect.
BUT, it really doesn't matter much, as the important point is that we know the chemo is going into the tumour at a "MUCH" higher rate, and therefore increasing the dose will ultimately provide chemo treatment with MUCH reduced (or no) side affects.

Has something gone wrong with the filters?
Its just that I haven’t seen any green boxes today.

PS. Well done Avacta. Brilliant news :-)

Monty a quick scan of your posts show that all you do is troll different investments. And you are not very good at it.

The SP is going up here since you joined the conversation . . . . . . oops!

It takes a huge amount of stupidity or dishonesty to write "new contracts and revenue mean very little"!

What an absolute fool !

Perfectly put Bein.
The science / technology appears to be superb.
The planning and comms around it is indeed dire.
The SP will only reflect fair value when we have some good communications.

Up 20% today on just £144,000 of buys is crazy price action.
I was disappointed not to see more buying action on such a big rise, but on the plus side, it looks like there are a lot of sticky hands that expect this to do a lot better in the long run.

GLA

There may be good reasons why Avacta want a 5th cohort - eg. to find the MTD to improve efficacy, BUT it would be disappointing to be made to wait even longer for a data readout.
To me, it would make sense to provide data that they have to date, including any biopsy info, if it is going as well as they say. If positive, it would generate huge interest, increased company value and would facilitate funding without further shareholder dilution.

So the question for me is not if we will have another cohort , but when will we see the data.

What I like about this RNS is the integrity the company demonstrate, even when it means a drop in the SP.
Its why I broadly trust them when they talk about their therapeutics and trial progress.

Great performance / results in a difficult period.
Loads of cash in the bank to support ongoing growth. SP 40% down from highs in spite of improving growth - So it looks very promising for the medium and long term share price when the markets start to rally.

The performance and results here demonstrate what we have: a market leading growth stock in an in-demand area that will perform in a recession and with cash in the bank.
I'll take that, especially when you look around at the difficulties facing so many other companies.

The SP growth isn't going to blow the doors off overnight, and its difficult to see how the wheels could come off, so hopefully traders and shorters will go away, and we can look forward to steady growth over the coming months and years (and ultimately a buy-out).

GLA

The reality is that institutional investment is relatively low <20%, which is why the SP is so strongly sentiment driven by private investors.

I particularly liked the: "accelerate the development of therapies using AFX platform" comment.
Why would they want to accelerate development? Because it works so well, perhaps.

TDinvestor, some of the things that enticed me:

- 6%+ divi
- healthy cash position
- revenue exceeds market cap
- revenue grew whilst SP reduced 50%+ over past year
- PE ration 9:1
- EV to EBITDA 6.41
- Company track record and comms
- Analyst forecast 207p

The risk-reward looks good here in what has been and currently still is a terrible market for small caps

I've bought in today - looks too cheap not to.
The business looks in great shape to ride out the recession and inflation.
I don't know if the SP will go lower, but the fundamentals will not allow it to stay this low in the medium term.

Very good and convincing thread yesterday on it working, but I still worry a little about the timeline.
Expectations are now set on September, but the AGM text also gave wriggle room, quoting q3/4 for a readout. Which is December or later in AS’s world!
We don’t want to head into 2023 with cash starting to run down and no data.

So what are people’s thoughts on the possible impacts of more patient withdrawals? - can Avacta mitigate the risk by publishing incomplete info they already have, or is that not the done thing?

This forum is being ruined by wress and by all of the responses to the rubbish he spouts.
Please just filter him out, or just not respond. Don't give him the attention he craves.-

Very good interview.
It does feel like they have a good strategy for rapid growth and have the right technology/capability in the right sector at the right time.
The current SP perhaps doesn't reflect that, and its been a grim fall for some, but unless the wheels fall off, I think this will rocket at some point over the coming months or years.
Its a long term hold for me, and (hopefully) watch this grow.

I find it astonishing that anybody still attributes value to the LFT and would sell on confirmation of it being shelved.
Avacta is pretty much all about the theraputics in the short to medium term - that is where the value is.

I'm with you SleepyD.
The drop in SP is disappointing, but the non-covid investment case and growth opportunity has never been stronger.
We just have to be patient.