Member Info for Toukankahmoon

I think that things panning out much as I predicted is a pointer that I am not a naive investor. I have been making modest gains over the past 40 years.

Regarding Avacta it used to make up about 25% of my total investments. Too high to be comfortable but not life changing if I lose it. Since new ISA year Avacta makes up about 20% of my investments. I’ve not sold any just bought stocks that will pretty much guarantee a better return to the end of the year.

Wynd

Pretty much as I see it. Al has had to put best spin on it without actually telling porkies in order to keep going. He is after all the king of the ambiguous communication 🤣

Well said Hurstbot 👍

Craig

You have only yourself to blame by believing the Pom Pom wavers hype.

There were posters on here who had a more evenhanded analysis of the situation and as far as I can see we are not surprised by information in the webinar yesterday (though would have liked better clinical results).

I agree. Good summary.

Sense finally returning to the BB

Agree with analysis but don’t see this as a buy quite yet because better place to put money for returns over next few months

Finally. The Pom Pom wavers are angry and disappointed but they have only themselves to blame for reading the very best meaning into Al’s communications and then believing their own unfounded hype. Hopefully lessons have been learned.

Personally I am happy that we now have a clearer understanding and a confirmation of timescales.

Great to see that the Pom Pom wavers have grasped what the fudsters have been saying since December except they have again drawn the wrong conclusion.

It isn’t Al that is the problem, it is the clinical trial data that isn’t good enough yet to convince IIs or BP. Al cannot progress the trials more quickly and he has explained why. If you think the SP is low now, it would plummet if Al went.

Al has reinforced that there will be no little deals along the way. He has always said that he wants to take AVA6000 all the way and deals will come with later products on the platform.

4 now Toatie has had his call

So Turner Pope only telephoned three of us. Must be reading the BB and ignoring the Pom Pom wavers🤣

Oh well not long to go now hope Al has made sure that the rabbit is in his hat ready to be pulled out at the most effective moment.

. . . guess I must be an investor after all.

Are we all getting a phone call?

Are there that few signed up for the webinar?

PL

Don’t want to spoil a largely informative and rational post but I think current ATH was a little over 280 unless you are taking dilution into account.

The SP has had since the December RNS to catch up with reality. Little new of significance was contained in yesterday’s RNS other than Al’s hopes for the future.

On a positive note at least there is some clarity in yesterday’s RNS that has brought the expectations of the rampers and fudsters much closer together. Hopefully it will stop the incessant cries of “it works”, “deals incoming” etc as well as essays and counter essays on why the SP is where it is.

Looking back on 4 years investing in Avacta is very sobering. Before that I had only invested in one technology that I fell in love with. The outcome as in many love affairs wasn’t a happy one. With Avacta I disregarded two of the golden rules: don’t invest in a company that you don’t understand; don’t invest in a company that has poor financial management. I let greed get the better of me and disregarded the warnings of many friends I have from the old share club days that still successfully invest. Thank god they didn’t follow my advice to invest here At least I can hope that my advice to be cautious on here since December may have saved some naive investors from committing large sums at 100p or even 130p just to see their savings decimated. A small consolation.

Nonetheless it doesn’t change my view that this will save lives and help a lot of sufferers. And I intend to keep invested through to commercialisation. I just hope that progress can be reported more realistically in future.

No fud here but the RNS hasn’t significantly added to what most of us hoped:

1. The platform works

2. AVA6000 works to different extents on different patients

4 - reduced tumours

10 - no tumour growth

27 - no response

1 - DLT

How is does this match all the ramping hype. As I have been saying, a lot more needs to be done to design dosing regime and patient targeting to get a product that works in at least 10% of patients and in at most 33%.

Gosushi

Mea culpa. I’m now over the moon.

This latest information is at the lower end of my expectations.

Ok

I’ve now read all the recent posts so I can see that the clinical results were as expected. Arm 2 needs to yield some good data in order to inform P1b in the Autumn and then P2 in 2025.

GLA