Member Info for RorkesDrift

Still struggling to get my head around it. So if all the information is already in the SP then it should only move if the information changes. I can see it would settle in a range but if it breaks out of that it would be because info has changed. Resistance to me just reflects simple supply and demand - the market has decided SP= £X - as SP falls more buyers appears, as it rises more people sell. That point will change with info that influences valuation.

I'm sure if it were any different then computers could far more accurately describe the graphs than any human with a ruler and a set of crayons but I accept that the approach can work - just not sure how far it helps beyond buy low, sell high given the potential news flow, AI efficiency and the timing of significant events.

I've not really understood charts - I get shares go up and down and the extreames represent either buy or sell. There may well be money to be made on trading at these extremes if you can identify where they are.

For a company that is dependent on news flow is the approach still valid. One positive or negative RNS presumably blows away chart "predictions" out of the water. The conundrum then becomes do you want to be out when a +ve RNS arrives. So for Avacta you either trade movement around a point and make a little each time or you stay in riding the rough with the smooth.

If HUA comes in I guess the SP will go beyond 151 or 141. SP will move up and down until news arrives. I decided some time ago to wait for the big one - I forgo the trading opportunity in order to avoid the risk of bring out when it arrives. News one way or the other will happen - the SP will move way beyond any chart prediction

Not arguing but how does 1+1 = HUA is a dead cert?

Both sides of argument seem valid. No company is going to commit huge sums for unproven tech. Hypothesis looks fantastic - a substitute for Mabs, targeted chemo, a new twist on DX. The partnerships we have are good news if you consider them as steps towards where we want to be. Very slow steps. The LFD was promised to be the magic dust to make everuthing happen and apart from a lesson in produced development timelines has not really diverted much that we know of. However, it did enable some cash from Sir Al friends and family and that should see the next stepping stones in therapeutics in next 18 months (based on a Sir Al 4 months = 1 year).

This is now a bog standard early doors pharma play. Until we have the next level of data just hold and chill. Maybe you will be rich, maybe you won't.

You will be upsetting you know who.....

A crime......

I'm still laughing at that one. Next you will suggest injecting bleach or taking thalidomide.

TILS have to take the same path as everyone else. This can happen quickly but no short cuts. Be happy that they have begun the journey - the fat lady hasn't even started tuning up. The compounds themselves go beyond covid - either have pharma patience or buy bake bean sellers.

High risk, high reward.

Science may be a bit beyond me - all the TLAs don't help.

Slide 23 is their in vivo program rather than CAR-T cell. Not sure how its delivered.

Slide 8 suggests they have been looking for a solution for awhile

Jeez patents a lot.

Thought price would keep going but maybe the lack of detail re payments is to blame. I'm more focused on it being a new pipeline and someone else picking up the bill. Data should support other projects (warning that is an assumption its good data!)

I hear they have produced a home use version where you use a pair of scissor a to create a use able blood flow. I nurse turns up just before hand to make sure she /he doesn't go without exposure to an air borne pathogen.

Apologies fat fingers. Details of....

He said couldn't tell us how much deal was worth but I guess the development bit takes pressure off ca shflows given how many projects are ongoing.

Likes his patent slot :-)

Thanks for this. Will have a read.

I'm excited but how to you get to 3 indications worth billions.

Note. This could be a ramp or a deramp or maybe I'm just asking as a short cut

I'm not sure about replace - modify and make more tolerable. Emphasis was on

1. Human therefore usable for longer (no immune response).

2. Four clinical trials reported to date - all positive (although that is a CEO opinion)

3. Covid trial beginning soon

4. Details old payments is a secret but everyone is happy

Thx for posting

Another variant - been circulating for awhile.

https://www.theguardian.com/world/2021/sep/01/who-monitoring-new-coronavirus-variant-named-mu?CMP=Share_AndroidApp_Other

How I long for a leek, look you, come over here and tell me a question.

Funny how the topic has changed from the news that caused a ramp to one that is about his Lordships hurt feelings. Disrupt the discussion. He only has to make 10% each time.....

Its not that hard to work out who he usin the real world. I'm not as vindictive so I'll continue to leave it there. He does himself more harm than anyone else and to be honest I worry about him hence I don't want to aggravate his condition.

I'm not sure why he needs to be as he is but I'd ask we are all a bit more understanding.

Is that a no?

I've got a bet on about when you will do your Widow T****y impression but you know what these timelines are like.

Oh hang on.....

Insert large yellow laughing head

Can I just check. Does that mean you are exiting stage left?

Going back to OP if the randomisation ended up with more vaccinated in one group than another. Rather than exclude them you could stratify - essential have two randomisation groups - vaccinated and unvaccinated so you end up with similar numbers in each arm.

Beyond that you could account for differences in the way you manage the statistics - can adjust for confounding factors but that's not ideal.