Member Info for RorkesDrift

If when C5 is announced as complete will the SP move. Presumably C6 requirement will have a bearing?

https://www.fool.co.uk/2023/04/28/avacta-shares-quadrupled-in-five-years-am-i-too-late-to-buy/

Not to be taken too seriously.

"If they provide positive results of the treatment’s efficacy, I think Avacta shares could soar even from where they are today."

You think. Insert big yellow laughing head emoji

Agreed. Two clear assets in view now. BP full of bus development guys supported by PhDs, clinicians etc and have the money to pay someone to clearly explain the science. Once pK curves available then the SP will begin to shift significantly as leaky companies begin to put together a bid. Until then who cares what SP does. At most 15 months.

Makes a good point about rates of return

https://twitter.com/bluedaysomeday/status/1651602039619690496?t=vXRKqp2SfoVmlCD8v1Ujnw&s=19

Think people treat AIM stocks with natural scepticism - lots of examples of CEO promising the earth only for it to fall flat on its face. Implications for SH is that SP will rise on facts rather than inference. So P1a results and hopefully P1b interim so patience required. Will go up (hopefully) in large steps rather than a gentle curve. Unless gets TO ;-)

Have to remember the number of trials his hospital is recruiting for. Having clinician who has seen the data and selects this trial out of his choices. Great point made by OP.

If there had been a DLT in patient one then they can increase the number of patients in that cohort. A second patient (or third) patient would still be possible in the States.

https://youtu.be/JXgmQDFhPjo

Neutrino there you go again with the negative waves. Do you identify as an electron?

On a positive note ( :-D ) I'm glad you are here often enough to keep up with posts. Give my love to Spreadsheets.

:-D

I'm thinking if there are buyers out there they will want return on investment within realistic timescales. The assets that could give them that are ava6000 and 3996. Hence they cannot be licensed off.

I thought ava6000 would go and ava3996 would be taken to P4 but today changed my mind. Think company is up for sale and keeping the two key products in the shop window.

Now this is a great thread

Blue tick ????

PL75 is more a little cross

The silver lining is an ethics committee have said it is good. Thus to them 18 cycles offers patients a realistic chance of similar or better outcome. Stepping stone rather than ultimate destination but what a stepping stone given MOA is to hold tumours at bay for as long as possible.

Integrated - possibly vertical integration. So R&D, production and sales and marketing. Benefit is greater margins and possibly speed but has to hinge of something

Differentiation. Affimers offer greater sensitivity and specificity but didn't do a lot of good for C19. Key will be creating products that match unmet needs otherwise just in a low price tender market.

Would be good to see something that wasn't an lfd. Sepsis quantitative device would be a fantastic first start.

Avacta still need more financial muscle - some huge competitors in this space and don't seem to be getting anywhere noticeable at moment. If the raise was done for Dx as opposed to Tx then the IRR calculations would be significant. Given that was last substantial strategy announcement then news is needed tomorrow - finances will give us some idea if it is working.

I thought Takeda were next door and BP only considers TO that are within a short bike ride.

The twittering reminds me of those flocks of fish that all change direction at once. Oooh look shiny new idea......

To be a bit honest I'm disappointed in their current efforts. Lots of stuff to ramp off here but we haven't seen a proper pump and dump attempt for weeks now. Maybe there will be a proper go at it tomorrow. Myself and spreadsheets the donkey are looking forward to insights from the pedestal dressed up as condescending expertise followed by the congregation wailing about the SP. Otherwise I'll have to wait for either P1a readout or the licensing deal.

If they licence ava6000 and receive a significant milestone is nasdaq necessary.

Suspect they have update pencilled in for next Tuesday. Now if only they could remember where they left the diary.

Snap. Bump - post x'd

Odd isn't it.

I have looked at Avacta more than any other company in my portfolio. First saw and bought at around 20p on the basis of Tx. Then we had the joys of LFD and tops up all the way - highest at £1.87.

Seems to me that LTH here look at and understand the potential of Precision. The rest of the world wants hard facts rather than interpretation. Not surprising given the scandals that hit AIM shares every week. Number of 10baggers out there turn into dust. AS has also not been above tgus - no fund raise needed and then fund raise, LFTs etc.

Therefore not surprising that Avacta has to demonstrate cast iron credentials rather than just the science. This leads then to we will see a rerate IF Avacta bring in some capital such as a licensing deal or milestone payments. They have said both are in progress. Full P1a data and the initiation of P1b would amplify the gains. AS talks about inflection. This year he may just get it.