Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hi
I was wondering why you seem so sure it’s after w/c 4/12. I know Avacta fairly well and they have doubled down that 1a data release will be Q4. I know that PK data has been independently analysed in Switzerland since Q4 2021. So why would they be waiting for more PK data into December 2023? Putting my optimistic hat on the only reason I can think of is that they have decided to include positive data from most or all of DE7. Why do you believe not before w/c 4/12? Which obviously is still Q4
Beinthelead. Not sure why I’m getting involved with this but I suggest you read my post again. In my conclusion I did agree with Ophidian to hold on to your Avacta hat but added you might have to hold till Xmas. As far as I know Xmas is not this week. I, probably like everyone else, hope data release will be a lot sooner
To add a few known unknowns. Rns confirming amongst other things 1a data independent analysis and release was Tuesday 19/9. No great secret that it was expected to take about 2 months. It is 8 weeks tomorrow obviously we don’t know when that study started. Also I believe it is quote ‘out of their hands’ so probably no great help on predicting date other than anytime from now. Whether that’s 1 day, 1 week or 1 month?? Just for the record much as we’d like Tap, Twelves or Banerji to comment I don’t believe they are allowed to comment on ongoing trials. FDA approval for 2 weekly dosing of front line patients must also be fairly imminent. So I agree hold on to your Avacta hat……but it might be till Xmas
Well I doubt you ever met Neil because if you had you would know he was not at the science day due to ill health. Very difficult to dominate if you are not even there. Whereas Dr Tap and Prof Twelves were there and did.
I admit I am surprised by the ‘continued to shrink’ comment as that really is exceptionally positive news. I think it reflects the increasingly confident stance taken by the Avacta scientists. Presumably given the increasing amount of information in the public domain it was not considered material. Very soon we will have the verified data release and be able to see for ourselves the data in detail which is driving their optimism.
Ice cool you are very welcome not to believe me however a condition of the visit was that the notes had to be signed off by Alastair / Fiona before being posted. I have no idea what their motivation for the visit was hopefully just adding to shareholder information. If you were at the AGM then you will know Alastair spent a couple of hours beer in hand (I bought him his second one you’ll probably think it’s bribery and corruption) in the lounge afterwards and I believe quite a few of that group were chatting to him.
Ice cool I know you are incorrect. I have known Alastair for years and they were invited to White City last Wednesday. I believe one of the conditions was that any posted feedback was previously checked by Avacta. Obviously no new information was given
I invested in G W Pharma for about 5 years. It bounced around m/cap 70-100 million for those five years. Finally lost patience and sold. 5 years later admittedly list on Nasdaq and taken over now just under 7 billion. Lesson learnt. Patience sometimes required and this I believe is going to have similar trajectory. Next week, next month or next year
Roche on the M&A trail. 7 billion for Telavant ‘promising’ inflammatory bowel disease therapy requiring phase 3 completion.
As Buffett said The stock market is a device for transferring money from the impatient to the patient
Just be PATIENT!!! ……. We are now close, very close
Apologies rookie error. Don’t normally take much notice. How about Stifel & Peel Hunt being paid for brokers? My fair value for what it’s worth (nothing) is 250p equally waiting on full 1a data release