Member Info for Thompi

Sorry about the lack of capitals. They were there when I posted the message.

LSE - you need to give poster’s the facility to edit a post, even if it is just a five minute window.

pl75, you have been very vocal at your disillusionment of as, the placing, the sp etc. you are a genuine lth and i think most people have understood (and agreed) with your posts. so i am surprised you haven’t given ipadtrader the same courtesy, and instead have replied with smart**** comments when he has had the equivalent of a bit of a vent. or perhaps it’s just okay for you to have a moan….

and thorn could you please **** off. you post on here more than people who are invested.

Courtesy of Gooosed on ADVFN.

https://x.com/parsortix/status/1787832960055402880?s=61&t=yGNoQ6Xj0Lw6rjPJMTuiZA

HVIVO are nominated in two categories:

Best Communication Award

Chief Executive of the Year

https://www.mediscience-event.co.uk/nominations-overview/

TRX are nominated in two categories:

Best Communication Award

Chief Executive of the Year

https://www.mediscience-event.co.uk/nominations-overview/

Thanks GMCC, for your help and all your research.

Thanks GMCC for the presentation link. I couldn’t get the subtitles/transcript to work in English, but I took a screenshot of the final slide and ran it through a couple of translation Apps. It may not be perfect, but the two translations were pretty identical.

Did you get under No.2 on the slide that there is a big pharma contract in progress? And also something about a spin-out under No.5?

Wyn, in fairness it is only the 6th May and today is a bank holiday. But I agree some news on Q2W would be good. The comms have also got to improve.

Sorry to be pedantic PL75, but ref TG, DX is expected to be EBITDA positive in 2H 2024 and cash generative in 2025 (not 2024).

BV, I will join you in asking this question you raised.

Why hasn't Q2W cohort 1 been reviewed by the SDMC as anticipated?

That’s a poor FUD attempt GeneralOz. William Tap’s endorsement is a huge independent validation, as is the participation of the Memorial Sloan Kettering Cancer Centre and all the other participating sites.

A Phase 1a Study of AVA6000 in People with Solid Tumors | Memorial Sloan Kettering Cancer Center

Good, balanced post SoleBoy.

AS seems like a genuine, decent bloke but the disastrous raise has cost shareholders a lot of money. And the “optionality” and don’t worry about funding comment will haunt him forever. Many, including me, took those words at face value.

If he does go it will be a sad ending. But he has been well remunerated and has a shed load of options.

I don’t think he has the deal making experience to take us to the next commercial stage.

PL75, you are probably right, and the RNS statement ref the option of repaying in cash is “pandering to the twatterati”. But I still hope the company occasionally use it as disruptor strategy to counteract the shorters. TW etc have had a field day at our expense.

Evening Earl, my thoughts are that they are trying to appease investors, the majority (especially LTH’s) who are in the red. I appreciate that the placing was to fund AVA6000 and the preclinical pipeline, but if it wrong foots the shorters and helps put a floor under the SP, then I hope they do it.

Here is one of mine.

The company has said (RNS 22/4) “if it considers that conditions allow, the repayment [to Heights] will be settled in cash.” To avoid dilution will the company consider paying the next instalment in cash if the share price remains at these low levels?

Dibs, the contract value may not be large but I think you are missing the point when you call it “derisory”. The importance of the contract is that it is a foot in the door of a major pharmaceutical company.

AS himself, in today’s interview, acknowledged that £150,000 is a small amount of money, but it has a “massive flow through potential”. AGL will aim to build on this new relationship with AstraZeneca. AN also referred to

“the halo effect of working with AstraZeneca” and that “they are a critical reference customer for the rest of our business.” It is a huge endorsement of AGL and Parsortix to be used by a company of the stature of AstraZeneca, who are a genuine household name.

Another positive is that the DDR assay developed and paid for by Artios is being used and developed further for AstraZeneca’s requirements. So, not only have AGL been paid to develop the Artois assay, but it can then be offered to other customers.

I think it’s a great result from the AGL team.

Alcibiades,

I don’t follow all the aspects of your post. For example, we are still awaiting details/TR1’s for the II who have “gobbled up” PI’s holdings.

Does “emissions” mean shares? How do we know they “went mainly to the largest IIs on board already” ?

And the convertible bond was issued to Conifer? Do you mean Heights Capital?

BSHL2, I think you may have misinterpreted Wyn’s post, which referred to Myles? I’m pretty certain that Wyn wasn’t referring to Bellamy, when he posted “There was a time the release of his latest update even moved the SP.....”

I disagree GeneralOz, I don’t feel as though there is a dark cloud over this company. The manner of the raise may have temporarily dented sentiment but the cash they now have strengthens their negotiating position. Short term pain unfortunately for LTH’s, but hopefully mid-long term gain.

I’m guessing, LDA, that AS will address some questions re the placing etc at the prelims. Better to answer some of them now rather than have them “stored” up for a stormy AGM. Can he, for example, give us some detail on who the high quality institutional investors/large European healthcare specialist are?