Member Info for SNewby

When Icecool’s delusional optimism collides with Wyndrum’s grounded despair. So boring and repetitive to read you two on a daily basis

Can anyone actually point to a phase 2 oncology deal that was worth more than let's say, 2B?

Icetool, there is no way you are a well put individual by the way you ramble on blabbering about "hard science" and "industry standard valuation models", as if pushing some thin chatgpt output makes you a savvy investor.

At least you recognise we are all riding on hope, unlike icecool

"Seagen’s preclinical and early stage assets were still valued in the billions before they had any FDA approvals"

Hot air, you've not managed to prove this at all

Icecool, Seagen was worth 30 billion (that's approx 178x larger than Avacta) when it was aquired by PFizer. It also had 4 FDA approved drugs already and was estimated to be deliver $10B in revenues by 2030.

Your analysis is massively myopic all over your "case study"

Wyn asking the real questions. Prepare for a wall of emojis and BS🐂 💩💩💩💩

Without touching on any of Avacta's investment hypothesis, I am always massively sceptical of any share board where one person is just constantly mega ramping daily.

Some of my best decisions in investing have been to avoid stocks with such people like you. My AVCT share price future looks bleak when using this indicator.

Agreed, and we've been in P1 for 3x longer than average

Hurstbot, will he continue his 100% streak of being incorrect? Tune in tomorrow to find out!

Will we hold 40 this time around?

The average length of Phase I oncology trials typically ranges from 12 to 18 months. These trials are designed primarily to evaluate safety, determine the appropriate dosage, and assess potential side effects of a new treatment in a small group of patients. The duration can vary based on factors like:

Complexity of the treatment (e.g., immunotherapies or targeted therapies may take longer to

Patient recruitment speed (which can be slow in oncology due to specific inclusion/exclusion criteria),

Follow-up periods to assess long-term safety and response to the treatment

As we are past 36 months now, and rampers are all banging on about testing an existing drug (doc), complexity is not their excuse for this timeline.

What are the main causes for ridiculous timelines?

This is what separates the pros. They simply wait for the share price to go up before selling, simples

Alde pure ramping. See where we are in Jan '25 and it won't be too far from today's price

Your opinion doesn't assure me any rest

It's because there is no imminent deal

The short interest is less than 1%... You lot are ridiculous

Impossibly holding above 40. What's with this floor?

What's holding the price up above 40? This money pit cannot hold 40 for much longer it's incredible actually

Makes a lot of sense