Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Don’t you think that if the C7 data is so good that Al would have published it before the cash raise in order to push the SP up and get a decent offer price?
The reason for the CR right now is because Al is going to have to publish C7 data next month and like it or not the data is not going to demonstrate the efficacy that we all want it to. The SP will plummet and a CR at 50p will have looked a high price to pay.
Think about it. If C7 data was good news Al would have released it to push the SP up and then initiate the CR at a decent price
Excellent analysis of the situation in my opinion.
The lack of rich data is a particular concern
. . . many people on here might be downsizing if we believe recent posts on how many people were topping up in last couple of months
Expecting a bit much for Timster to be telling the truth.
Judging by his history of posting he’s only on here to poke fun and get a rise out of serious LTH. And I think the claim to be down £2.4M just proves it.
Live data
I wish I could dispute that but I really don’t know what to believe any more. I’ve agonised over sticking in more money and decided to in order to lower my average but to be honest I am dreading the release of detailed trial data. Also reevaluating why Neil and Fiona have left.
Oh well we are where we are
I’ve reread it and it is definitely P2 starting in 2025 now
Please clear this up for me
My reading is that arm 2 starts dosing 2H24 and P2 starts 1H25.
This isn’t a deramp. Just trying to untangle the IIs RNS.
The timescales have slipped dramatically and P3 is expected. They are still repeating the 2 out of 40 successes because nothing new is coming out of C7. What good news are you expecting before the end of arm 2 which could be 12 months off????
PL75, Timster, Livedlong et al
You mean Al wasn’t telling the whole story?
Who’d have thought it.
And how many naive investors have you ramped into overcommitting? Well done. I hope you can sleep at night.
You just don’t understand. There is no good news imminent or Avacta would have held off the fund raise to carry it out at a higher SP. C7 adds little by way of proving efficacy and why should it it’s still about safety. And as far as we know arm 2 hasn’t started dosing yet.
Doggy
I don’t think any of us understand it.
Even though I have warned caution in the past, my main point was that it would take longer and the SP would not reach the dizzy heights ramped on here.
But I did not expect this. This surpasses the LFT shafting.
If arm 2 delivers the data then they may still get a good license deal. Fingers crossed
We would have to be mad to do a placing at this SP
Be suicide to do a placing now especially as we don’t need more funds yet
Bella
Or it could point to “nothing to present”☹️
John
I to you were giving yourself until the end of the week even though you can’t say why other than the SP making some sort of pattern
Icecool
TBH I believe AVA6000 has shown enough already to be a marked improvement on dox even if with current dosing regime it is just stopping disease progression . But I believe to be the success we all want and expect it to be it needs to show consistent tumour reduction across most if not all patients. I am expecting arm 2 data to show this unequivocally. Until then, in Dr Tap’s own words “ . . . encouraging. . potentially . . . encouraging “.
I clearly state that;
The platform works
AVA6000 is being cleaved predominantly at the tumour
I’m not sure about rate of cleaving fix versus excretion of AVA6000 from the body
One patient with a 65% reduction in tumour is amazing but not statistically significant
Ditto the small number of biopsies out of the total number of patients
Gen
Confess I haven’t been watching the Diagnostics side.
It would be brilliant if that came to pass👍