Member Info for Toukankahmoon

Yep he didn’t promise a positive paradigm shift

A bit like unexpected results in the first stages of clinical trials.

To me the recent addendum to the IIs RNS was pretty clear. Arm 2 dosing will start 2H24 hopefully leading into P2 early 2025.

I know that Icecool has a different take on this and not surprising because the RNS contradicts itself between paragraphs. No change there in Al’s communication style. But there is other wording from which I infer that 2 weekly dosing hasn’t started yet.

TBH I’m half expecting an extension to June 2024 to complete the rest of P1a.

NFTs

So you are the person to answer the questions I put forward in “The Elephant in the Room “ thread.

Because you are so confident it would be great to get your views.

It might bring me some comfort if you have insights that I have overlooked.

Craigs24

Fiona needs to be credited because nearly all the work was done on her watch

Thanks everyone

When do you think content will be available?

Just posing the questions

If it works so well why aren’t we being shown the data?

Why isn’t data compelling enough for BP to invest?

Why issue shares at 50p when in a few weeks they will be twice that?

Instead of hurling abuse stop and think and answer the questions

Yeah, I know, I was going to quit posting on this BB. But the fantasists seem intent on fooling more naive people into investing too much in Avacta.

Haven’t we learned from the last couple of years experience not to interpret Al’s far from clear comms in the most positive light without even considering that they could mean something else?

Not so long ago I made a prediction on here that proved to be dramatically wrong. But in my defence this was predicated on getting superb results from arm 2.

Since December we have heard nothing about c7 other than it started. Arm 2 hasn’t started dosing and is pencilled in to start 2H24 pushing P2 back to 1H25 at earliest.

Why has P1a taken so long?

Why isn’t the data revealed so far compelling enough to attract a partner in a deal of some sort?

Why is arm 2 delayed so long?

Why has the raise taken place now when according to most on here we are due pivotal clinical data in a matter of days? I have said before that C7 is unlikely to reveal this excellent data.

So for me the Elephant in the room is “how well does AVA6000 work?”. I have said before that I think that AVA6000 is being excreted too quickly compared with how quickly it can be cleaved.

Finally don’t be surprised if the news at the AGM is very underwhelming.

GLA

I’m sure no one will care but this BB is too painful. The realists are still being shouted down or deleted and the delusional cheerleaders have learnt nothing from the last couple of months.

I am invested and truly wish everyone the best especially the future cancer sufferers.

See you for the celebrations in 2026.

Professor

There are also issues in deliberately withholding information that could have a material effect on the SP.

I see your “staggered” and raise you a “reeling”

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.