Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
Tom
As per your recent Twitter post Sloan Kettering I believe is one of the US centres. However I think the other is, or at least was Fred Hutch. If you felt like some more sleuthing it might be worth a look.
I try to post ‘Shareholders Beware’ about every 6 months. I believed what Bell said and pretty much lost all of my investment nearly 10 years ago now. Since then NOTHING HAS CHANGED he continues somehow to persuade people to invest their money. This is a lifestyle share, Bell’s lifestyle. Unless you trade this analyse carefully the last ten years, I can’t believe that you would then still invest. I have my own view where he should be and it’s not ceo of any quoted company.
Does anyone know the detail of how Orphan Drug Designation or waiting for ODD would effect the set up & timing of the clinical trial. I have been told repeatedly by Avacta there is no hold up to the US sites just a considerable amount of detail to be covered. How does (or not) ODD actually effect the paperwork? Have the sites been waiting for the designation to come through?
Where’s Poirot when you need him? Unfortunately my understanding is next to zero however I do know that ‘Wild Bill’ has quite a global reputation to protect as does Tufts. Taken at face value the figures for preCISION are off the scale. 8 months into a clinical trial for proof of concept they are outlandish claims unless the data from the trial shows otherwise.
RR I agree with you and will be asking the questions about commercial competence and promises made
I’ve been told a ‘brief’ presentation will be made which will no doubt be posted on website later
Disappointed that no news to date on anything (even at an AGM push) was considered to be worthy of an rns
Patience is required. It is a statement of fact that when DE2 is underway it will be rns’d within a few days. The same applies to the USA trial. It also is true that if the trial had serious problems that too would be rns’d. These trials are extremely complex and take as long as they take. Hopefully we will get news soon but until then over positive views & stories just lead to increased expectation, share price volatility and a traders paradise. Please everyone who can make it attend the AGM and hold Alastair accountable for his projected timelines.
Just my 6 monthly warning. In my past experience of being a fleeced shareholder I reckon the equity raise should just about cover his wages. Unfortunately to keep the lights on he will have to raise again. Watch out for the upcoming weasel words.
Hi Bella
I know Avacta have always had difficulty communicating with Moderna to the point of just not getting replies. So until the end of 2021 even they don’t know what the situation was but presumed considerable Moderna focus was being taken up with vaccine work. On the positive side everything was in Moderna’s hands so the first time Avacta expected to be notified was if & when a candidate was going into clinical trial.
I post every year or so. I can’t say I’m particularly bitter about losing almost all my investment here as Andrew taught me a lesson that I have not forgotten. Management is absolutely key. In my opinion Andrew has only one objective and that is looking after himself. In this instance can he get past the AGM and keep his income going for one more year. I urge new and old investors to do your research, surely if you did you would not go near anything to do with Mr Bell. All just a personal opinion of course
Anyone who lives around York and shares the same MP, please contact again to apply as much pressure as possible on the government to pay outstanding monies. That would at least buy the company a year to get their act together.
https://on.ft.com/3rMmqZK
I believe Avacta has found communication with Moderna difficult over the last couple of years. However Moderna coming to the UK, possibly even to Cambridge, can’t hurt the possibility of Moderna taking Affimers forward.
Oops sorry should have been on Avacta board
https://on.ft.com/3rMmqZK
I believe Avacta has found communication with Moderna difficult over the last two years. However Moderna building a base in the UK, let alone possibly Cambridge, can’t hurt can it?
On Investor Meet Business Update and Q&A 21/6 about 15 minutes in Neal talking in detail about trial. Potentially 4 dose escalations planned to assess maximum dosage. So as I guess it’s safety first 50% increase sounds reasonable with hopefully no negative PK data. By that I mean limiting maximum dose to less than double. Neal states Pk data by end Q4 so presume in prelims we will have the full data set we need. Monday rns?
Admit complete lack of knowledge. Just trying to find video of Alastair and Neal talking about trial. Without Pk data presume we don’t know but is 50% on first dose and 33% on standard Prodox a reasonable first stage escalation. Sounds positive to me but ???