Member Info for RorkesDrift

Agreed but I'm betting if P1a goes the right way SP goes up. Ill hold some until the P3 results are announced - IF that is as good as we hope then that SP will be significantly higher than anything we see in 2022/23. Hence loooooong.

I'll have cashed some profits by then (P1a RNS with luck) or I'll have to accept the risk I took didn't pay off on this occasion. Market will continue to adjust SP for risk - £20B company is feasible but will take years and regulatory approval rather than months and some great P1a results unless TO.

The never ending I cannot believe the current SP continues. Most here, if not on Twitter or telegram accept that the current SP reflects both the potential and the risks. Must be fun making up a whole new branch of medicine which uses hope of what data could say as opposed to actual results but these regulators are boringly stuck to the later. Its frustrating that our amazing insight won't make us super rich just yet. Loooooong way to go but hopefully an informed punt that pays off.

100% behind ramp the SP if it helps with the anxiety but it has had no effect so far Perhaps have a read of the following

https://www.toptal.com/finance/valuation/biotech-valuation

It sort of backs the we could all be rich but also its not cast in stone .

Relax, don't make stuff up,have a beer

Sorry watching. £200 is a joke arising from some uber ramping back in the original lft days.

My own approach is hold to £3+ and then top slice, with the next tranche at £7+ depending on plan at that time. I'll probably then bank profits all the way up maintains balance in portfolio. I'll sell the last lot at £200 but only if that is ex-China.

Until the RNS though I will be happy with anything north of £1.87 which is what I bought the last lot at. Happy days.

I also think that a licence deal will bring significant cash into the business and see the cash runway extended. Trial for ava6000 might merge phase II and III given the known data on dox.

At worse a licence deal and P1 data would enable a Nasdaq launch at significantly higher SP. At worse.

I've seen some joint licensing deals but they are awkward. The sheer cost of marketing means an existing player who can spread the cost over several products has an advantage. A joint arrangement would enable avacta to get foot in market but lower risk by having big player efficiency. However, I think they might just get bought before that happens - £200 ex china

At the least increasing PNT share price suggests sentiment is with them - based on their total portfolio and managements ability to get them to market. However can see the biotech depressed market has them nowhere near ATH

Avacta is being priced similarly but that could all change very soon. Until then I welcome any ramp based on adding 2+2 and coming up with £200. That said thought some of the videos posted over weekend were informative if s little lengthy (fell asleep twice and I hadn't even had my Horlicks)

Diurnal. Looks to have taken a hit following smc but won't be the first drug requiring two goes at it. Licensee in States reporting progress but I'm not sure the margin is there

You mean we exist in more than 3D

Doesn't look like we are going to get an RNS today so anyone got a stock recommendation other than Avacta to stick some spare ISA money in.

Suspect Al Gorithim did it. Get enough reports and its deleted. Might have to interrupt the group hug to organise but we have the law of mass action here before.

As for being suspended I don't think you are really trying unless you make it to his lordships twitter fatwa status - a highlight in a long list of the truth hurts on here.

Thing is whatever the share price is now we and the planet people are all betting on the same thing.

The RNS announcing the results of P1a.

What the SP does in the meantime is irrelevant. Their actions are no different that the continual "I cannot believe its not butter post" of the twitter rampathon.

I suspect the short might also be a hedge so that they either minimise loss or make a packet after the RNS. I'm not planning on selling any until that point and indeed there are enough irons in the fire to justify holding whatever.

The only area of concern is whether Avacta need to do a raise in which case shorts holding back the SP is problematic. However, it looks like Avacta will birth release P1a and sign licensing deals before that point is reached.

What was it you said?

Apparently Telegram posse turned up early and kidnapped them. We have to pay a ransom of a packet of Aldi Cumberland sausages and half a stone of donkey nuts to get them back

Snap

As people say Board really useful but let's be honest there is a deliberate misinterpretation of what no news means. Now that the desperate have realised that it has made no difference to the SP since the average Jo is not that dumb they have moved on. I'll respect most differences of opinion but not one that relies on self enhancement built on belittling others. That should be responded to by us all but hey if not enjoy the happy clappy therapy sessions over on Telegram.

Here endeth the lesson

Difference in dose - 12mg of ava and 2mg of dox

High Fap expression selected

Cells derived from patient resistent to several compounds inc dox.

Looks like dox resistent cells hit by higher dox due to initial dose and localised delivery

Oh hang on......

Has been some debate about how much fap activation occurs outside the tumour and systemic drug levels.

Imaging radioactive product would be a step to showing that. Similar approach done in phase 2 for inhalers and GI modified release. Suspect point preclinical and phase 1 data would speed up regulatory approval for avacta precision drugs even if not over the line themselves. Best bit is avacta don't bear that cost

I'm not sure but the regulations are likely to be similar - all the GMP stuff and logistics first radioactive on top of that.

What might be quicker is the clinical trial program. If the varuables you are looking for can be demonstrates with 50 patients, that is a lot quicker to achieve then 500.

Yes but you didn't bang on about what an xspurt you are so how do expect me to remember it. I'm guessing their new IP lady is in because Avacta realise time is fleeting and licensing deals mean stuff happens in parrallel

Success in one area will give Avactas other programs credibility but lets hope we hear more about affimer and tmac programs - indications are soon....

Good progress is being made in the in-house Affimer® and TMAC® programmes. These pre?clinical programmes, along with the commercial collaborations, are the focus of in-house research activities and the Company plans to provide a full technical update to shareholders during 2022 when sufficient pre-clinical data has been gathered so that the development path and associated risks can described in detail.

Good progress has been made in the AVA028 programme. Lead candidate molecules have demonstrated in-vivo activity in a pilot efficacy study. Further in-vivo efficacy and safety studies have been initiated to confirm dose selection for further non-clinical in-vivo studies and ultimately for a clinical first-in-human study. A clinical development candidate selection decision is planned for H1 2022.

Wonder if the OP recommends understand the irony of liking a post that says we are not here.

All those not present please raise your hands.