Member Info for Thompi

Ice, you’re like a blinkered zealot, completely closed off to any other perspective but your own - and ChatGPT’s - to the point that you lack objectivity.

It made you blind to last year’s fund raise. Just one example from the day before the raise “Think Avacta are staying silent because a placing will happen just not now [Erm yes it did] for me it's obvious it will be after they have told the oncology world in April that they have a paradigm shift in cancer treatment and they have several case studies to prove this. The fundraising also wont be for retail it will be for specialised healthcare institutions for other strategic reasons, at multiples of today's price” [Erm no, it was at a 34% discount]

Ice, “updates come when milestones are hit, not to micromanage expectations”.

Has the first patient dosing milestone been reached? I suspect it has, and if so, I believe it warrants an RNS Reach.

I’m not asking the company to “micromanage expectations,” but I do expect clear communication.

Ice - “why on earth would Avacta waste time announcing p1b dosing when they’ve already said it was starting imminently? do you need them to hold your hand through every rns too?”

Well, no, I don’t need my hand held. However, given that dosing the first patients in a new stage of the trial is a significant milestone, then I do think it warrants an RNS. If nothing else it provides clarity and removes the ‘have they, haven’t they’ speculation that is currently going on.

Ice, I’m surprised that the Nasdaq site hasn’t crashed with the amount of people checking on it 🤣

Sujood, we all know that AVCT’s stated intention is to list on Nasdaq. But, unless you can provide any evidence to the contrary, I think you are talking crap and wasting people’s time.

Sujood “Go do a search on NASDAQ IPO. You will see what's waiting in the list and those FILED.” I’m sorry but I can’t find AVCT in the list of those filed. Could you please provide a link.

Sujood, why the cryptic post? Why couldn’t you just say in plain English? With preferably a link.

Do you mean this website? https://www.nasdaq.com/market-activity/stocks/avctf.

The company address is still listed as Wetherby on it.

Sujood, I agree with the first bit when you said “I'm a bit slow…” The rest of the post is garbage.

Ice, - “The real issue here isn’t Avacta’s competence, it’s that most people have no patience and even less understanding of how to secure max shareholder value….” I only partially agree. Avacta’s competence, in terms of business acumen, plays a significant role in determining whether retail investors get shafted if there is another fund raise.

Wyn, I think you should take another look at Sandy’s post - I genuinely think you’ve misunderstood CC’s answer.

AVCT isn’t aiming for a non-inferiority approach (where efficacy is the same but safety is better) because, as CC pointed out, that FDA pathway requires more patients and is more expensive. That’s why they’re “looking for a shorter, more effective trial for AVA6000 with evidence of superiority.”

IMO, given the promising early data, it would be crazy not to pursue efficacy as well.

Thanks, Stodgy & ICE.

Like D-G, I’ve always relied on VOX RNS alerts for the shares I follow. I prefer message alerts over emails since they pop up on my phone, making them easier to catch in real-time. If anyone knows of a free alternative with message alerts, I’d really appreciate it.

Oldsharedog, Jiving IS invested, he is a LTH and a respected poster on here.

Wyn, please don’t start Ice off again on this, we had it all last week. Agree to disagree and move on?

Ah yes, thanks PL75. Since it wins the prize for the Most Ridiculous Bit of FUD Ever award, I didn’t want to attribute it to the wrong person. It was an absolute classic.

Evening Yuyus, if you’re referring to Timster’s “placebo” post, it was meant as a joke. It’s a micky take on a (and I’m being polite here) ‘misguided’ post from someone on here, I can’t recall who now.

Anyway, “that’s what she said” - sorry you can blame Timster for getting me into the US version of The Office!

D-G, Watching is an illiterate Neanderthal.

Ice, we have had an R&D spotlight presenting the data you refer to with a handful of mice. I repeat I am a LTH and will look to add to a pretty chunky holding. Would I bet the house on in it? No, of course not. Would you? After all “ is 100% tumor clearance not good enough for you?”

It’s been interesting exchanging views but I’m going to have to call a halt to it. I have an early start tomorrow so I’m switching off for the night.

B2HSL2, I am a LTH and I try to add when I can. AVA6103 has enormous potential, AVA6000 goes from strength to strength. But the fact remains that we are still under 50p after nearly a year. I respect Icecool’s posts and his research but I don’t agree that the SP is irrelevant.

Ice posts that “ There isn’t a real argument against it. The numbers and data speak for themselves. AVA6103 is already a billion-dollar+ asset—the only question is how much more”. But we not there yet, it’s too early. I’m sorry but to present that now as incontrovertible is just ramping.

Yes, I do think the SP is a factor. AVA6103 is in its ‘infant’ stages. AVCT are vulnerable at the moment with the SP where it is now. I was tempted to put emojis but it felt a bit childish.

I very much maintain that the SP is important. I’m not knocking CC, who I have a huge amount of respect for. But the comms can be poor, investor relations non-existent under Consilium, and the company have desperately been in need of an experienced CFO.

Ice, I too have become a convert to AI (and I can see the huge role Tempus can play in AVA6103) so I asked AI about the average TO premium for Biotech companies.

“ In the biotechnology sector, takeover premiums can be notably higher than in other industries. Since 2020, the average biotech takeover premium has been approximately 87.5%, compared to an average of 41.7% across other sectors. Notably, some biotech deals have featured premiums exceeding 200%, with a few surpassing 300% and even one reaching a remarkable 667%. 

These elevated premiums are often driven by the acquiring companies’ pursuit of innovative therapies and the potential for significant returns on investment. However, it’s important to note that while such high premiums can offer substantial rewards to investors, they also carry inherent risks, including the possibility of overpayment and challenges in post-acquisition integration.

For context, in 2023, the total value of biotech mergers and acquisitions reached $122.2 billion, marking a 45% increase from the previous year. 

These trends underscore the dynamic nature of the biotech industry and the significant value placed on innovative therapeutic developments.”