Member Info for RorkesDrift

AS is not interested directly in todays or tomorrows SP. (if he was he might be a bit more communicative). He is interested in ensuring future investors provide him with the money the company needs - that is a fund raise. Yes to achieve that then a higher SP means a higher placing price but that's the limit to it.

Why would he be taking to potential share holders rather than actual share holders otherwise.

I still think he will wait for AVA006 results but RNS timing on that is as soon as possible not when it fits a PR roadshow. He can only be expecting good vibes otherwise why bother but its not about helping small invertors. Problem is he has let cat out of the bag - will IIs buy if they know a 20% (more last time) is on the cards.

Its a good thing he is out there talking and who knows maybe PIs will gather up some crumbs of knowledge - anything genuinely new has to be rns - lets hope he publishes his slides and a picture of the new shumper.

Our only option - hold and await the raise the subsequent SP fall and buy alongside the IIS for an immediate killing. Im saving as we speak.

If the results from ava006 are good then that is massive news and I think would require a huge PR campaign - it would go beyond inviting II people with a vaguely entitled roadshow. It would also need an RNS immediately - been said already. So the roadshows are likely to be more "conservative". I do think AS will lay out the various projects on-going

1. Where are we with LFD relaunch - no dates but an indication of what is being done and how complicated - think we are past the dates originally proposed here by the xspirts. Will be pushed on where Avata sees themselves in a crowded market but the recent results showing affimers increase sensitivity of LFDs will be prominent. Expect the words "next wave" to be used.

2. AVA006. A good explanation of the pre-clinical animal work and the potential benefit to patients. Should be honest about start and finish dates of trial - not sure he could inform one group of investors about these in a closed meeting without telling us all so maybe an update tomorrow morning. If not can we assume all on track. He will be asked.

I think this is the whole point of the roadshow - he is premarketig the company for fund raise post these results - IIs might not invest but they might start watching and if they want to get in early then now is the time. AS has history when it comes to getting money in (rather than SP). I agree with him just feel he is less than truthful with PIs.

3. Selection of new candidates for precision. Not really news but hey lets pretend it is. Announced about four, three, two and one year ago. Wasd always going to be Velcade.

4. AVA004 and TMAC. I am really hoping for news about progress soon - this was hyped about three years ago but put on back burner. Needs money to move forward or....

5. Partnerships. These offer an opportunity for risk free leverage of avacta platforms. Sure we take a knock on revenue but Ava004 is blowing in the wind otherwise. So fund raise or licence only options given limited LFD income (I'm guessing)

6. Milestone payments. Maybe an outline of when these can be expected - may put off timing of fund raise.

7. Mention of NASDAQ. I'm guessing American IIS will have been approached to attend

Past history suggest AS has told IIs one thing and PIs something else

E.g.

1. Boohoo invested at 18p. Quite alot of money. Later the lfd investment was announced and partnership in that order.

2. AS stated in a presentation to PIs no need for fund raise when shares were £1.90. About a week later posters here were actually telling us a raise was happening including the exact price but no RNS until two days later at £1.20. AS then stated he had been flying to the States for over a year looking for investors. PIs were excluded from the raise.

I think he needs more cash to make the business a success. I agree he needs to raise it and IIs is the most economical way of doing it. I think he will steer this ship to the best of his ability and the tech will win out. I think he could make me richer.

The roadshows coincide with the appointment of new PR - someone sold him the idea. His motivation is about the next fundraise. I agree the company will need to do it and it will be at a discount. He needs IIs. He doesn't need PIs

Thats why he treats the two groups so differently. We won't provide enough new cash for him to give a ****

Either they are rehashing old news in which case no need for RNs

Or

They have news and therefore need to RNs

To be honest it is the CEO and chairman who set the tone of communications with PIs. I know several CEOs who find it frustrating and unfair - however still take steps to keep PIs in the loop.

My impression is AS is focused on the next fund raise for which he will need IIs. The vocal PIs who he led to believe his hype on LFDs only for the no raise required followed by exactly that at 40% discount don't matter - they won't be included in fund raise. I actually think he did the right thing but he misled PIs in so doing. Lets just accept he is looking after number 1. I'll stay invested but I guess SP will stay depressed until he changes his comms strategy - not sure IIs believe him either.

That as well...

Sorry but had to double take when doggy starts a post entitled position. ....

I've said before but I'm hoping that the roadshow will be an update on all these different partnerships. Affyxell is early doors but LG looks to have completed significant preclinal (hence milestone payment)

Be good to find out where Ava004 is in all the mix - maybe leap frogged by other programs.

Can see me dipping into my avacta share pot over and over had each announcement results in higher SP. Could hold but top slicing above £5 is plan - usual caveats

Thanks for posting. All these questionaires look at different areas of health utility. Some of them are fairly broad and can be applied in different conditions. Others are a bit more precise.

It is becoming more common to include these in studies because of the demands to secure reimbursement. If Sng can demonstrate a longer impact on health cf. Non treated patients then they can justify a higher price. They can also bench mark against other products or conditions using same questionnaires. The development of a new covid specific questionnaire s nuances against the broader less sensitive tests time be examined.

Positive that SNG are driving in this direction - shows they are thinking ahead and possibly cogniscent of likely outcome (I made that last but up)

Hey - if RM has stated that then fair enough I'll change my mind. Has he said how much - we could do Xx£1000 and project 2022 revenues but has to be based on something not plucked out of thin air.

How many patients admitted to hospital in US in peak of last wave perhaps?

Half life extension would seem to be another gift that keeps giving. Reading between the lines it seems LG focused on oncology but plenty of other drugs out there too - imagine drugs that go from daily to monthly dosing. Cannot work out the drug - tried and tested active most likely but pd1 also keeps popping up

"Affimer XT® is a system for extending the time a drug spends in the circulation (“serum half-life extension”). Affimer XT® comprises an Affimer® that binds to a large blood protein called Serum Albumin that is too large to be cleared rapidly from the circulation. Half-life extension can be achieved by linking Affimer XT® to a small drug such as an Affimer® PD-L1 inhibitor to make a bispecific drug molecule. A small drug that might otherwise be cleared through the kidneys in a matter of hours, will remain in the circulation for many days if attached to Serum Albumin via Affimer XT®. A long serum half-life increases the exposure of a tumour to the drug and potentially therefore improves the therapeutic effect."

Can I just check. Has the company or any government indicated they are or will stockpile SNG001.

I suspect the company will be focused on ensuring the supply chain is ready to go so pre-approval stock may be in production but as with all product launches that is a commercial risk / benefit. 12 weeks demand in supply chain with the ability to flex production (perhaps two contract manufacturers) would be the sensible way to go. I'll hold off getting excited about a stockpile order until someone reliable says its a reality - until then the SP driver will be the clinical results followed by any variant news

Apologies if posted before.

SP here will respond to each wave. At moment omnicron is being thought of as beatable. WHO warning there is more to come but I think our peak will coincide with the next wave

https://www.cnbc.com/2022/01/25/the-next-covid-variant-will-be-more-contagious-than-omicron-who-says.html

Just looked - you are right but also they are much closer to market. Substantially higher again than affyxell. Makes me think Avacta with all its various projects is the gift that could keep on giving. Chemo, followed by immunology followed by stem cells over the next 10 years

AS and Matt Vincent on Board of Directors.

Muck thank you for all your hard work - real achievement.

Looks like they will be competing in similar space to

https://www.atarabio.com/

They are more advanced but posting website cause it gives good idea on timelines etc

Black at - nearly two years ago our resident Centurion predicted the need for LFDs that could distinguish between covid and flu.

He gave the Avacta version a brand name. At that point he let me down, he let you down, he let the board down but most of all.......

A long long time ago. In a distant place called reality (nowhere near McDs), a young man / woman / indiscriminate made a prediction.

https://www.roche.com/media/releases/med-cor-2021-12-06.htm

Norovirus would seem to be another opportunity.

Good find. Thank you for posting. The various bits of jigsaw for the JV are better than the sum of the parts and your find is j one piece (great piece) but highlights all the others. Effectively Avacta life so many of their partnerships have a free ride - limited risk, limited resources and a revenue stream in making. We might hear more regular updates as all these projects enter various clinical and commercial milestones.

In meantime avacta can focus on their own Tx projects all funded by above milestones, nasfaq listing or LFD

Oh hang on....

I want my shares to be worth a lot more than now. If Avacta achieve good results with Ava006 many of the other programs become derisked - many are dependent on precision tech.

To bring them all rapidly to market will require multiples of the cash Avacta currently have. Once upon a time LFD could have met that need.

Best place to get the funding needed is NASDAQ especially if Avacta are a Tx rather than a DX company. The Aim listing helps - public reporting, analyst coverage etc but my view is that post P1a Avacta will look to take its own future in its own hands and raise funds on NASDAQ - its the place this tech needs to be. This is rxvellent news - SPs tend to be more supported (Neil woodford hangover in UK) and the raise should be at a price well beyond the £3 we nearly hit. Have to accept some dilution and discount but hey swings and roundabouts.