Member Info for urbansea89

£240, might top slice a bit at £220 ;)

No, not active on Twitter and also not a Gunner

Fair summary Donald. From my standpoint, I’d be in for a longer haul. I’ve stuck for some time and keen so see it through longer. I also get the feeling it’s in better hands with the Avacta team for longer.
I was surprised and impressed by their announcements this week. So many big players on board now.
I think you’re right and ultimately will end up in a big pharma but maybe not just yet. I think a fully proved platform is worth many tens of billions and needs to be taken further, for patient therapy reasons aswell as commercial ones.

It’s an interesting view Donald and conceivable. The question is of course about what stage and when is the optimum. There’s some way to go to reach that tipping point in terms of what it’s worth. From what we know, it’s too early to realise the true value of the platform. It’s de-risking as each month goes by and the value will be matching that accordingly.

I’d be surprised if Susquehanna/Heights don’t know a bit more than most Re the Therapeutics progress.
It feels right being associated with winners who get more right than wrong.
The more and more I think about it, the better it looks.
I tend to agree as well that it does help provide some cover from a low ball T/O and may see us through to a far bigger business than we might have dreamt.

Great day’s business indeed. It feels like we’ve picked up so much for virtually nothing. All good and no downsides. Big applause for a v professional job Avacta.

Launch Diagnostics looks like a very good buy. A solid piece of business done by the team. It’s a proper Company with recurring revenues and well aligned for us. Very well handled funding. I think the board have been really well advised.
The underlying tone, and the planning and direction feel so right for the next couple of months and on from there.
So exciting.

I think 3 plus 10% inflation on the ex China over last 12 months = £220

A watched pot never boils!
To fair, the patients in the trial will rightly be a lot more anxious about the difference AVA6k might make for them than any of us and then what a breakthrough for millions of others, in time, who haven’t even been diagnosed.
Good luck all, great things just around the corner.

Common sense says they wouldn’t be plying a patient with a totally inert and useless treatment that after 400 odd days had shown no signs of working. I can’t conceivably imagine that previous levels didn’t work and they’ve just said let’s keep going until it does.
Whichever way one looks at it, the longevity of the trial tells us what we want to know and hopefully has made a big difference to patients.

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We shall not be moved. :)

Thanks energy for a very useful post. I’ve followed up. Will post up if I get any response.

I think most of us are still here for a good reason. It is pretty compelling, whatever doubts may linger. The trial is clearly going the right way or would have been pulled by now. It’s out of Avacta’s hands for now, it can’t go on for ever and we’ll soon know. We wait for the white smoke and the subsequent journey.

RIP our wonderful Queen. A consistent and proper example to so many. Will miss you hugely.

Smart work Mart, thank you

Likewise, not expecting data for a few weeks. Of course the quality of reporting of the study results must be quite a task in order to deliver maximum credibility, with a flawless representation to the audience.

Having no prior experience of this, I’d be interested to get an insight on what detail/format to expect from the PK data results, when they’re ready.

We know the crux of the outcome we’re looking for Re FAP and toxicity, just interested to know if it’s likely to be delivered as a simple debrief on those 2 points or is the reporting task much deeper, nuanced and complex.

I’m pretty convinced we’ll be receiving an outstanding outcome, just don’t know how we’ll be told about it and when we know it’s either cut and dried full speed to next stage or could we have variations.

Well done to everyone, thoroughly deserved. Top talented and focused team.
Many congrats to all

Nice RNS. It would be very odd indeed to be making the steps they’ve introduced and the hires, whilst sitting on a poorly progressing trial. It would make no sense.
Could be quite a time ahead of us over the coming weeks. Trying not to think about it too much.

Big thanks to Energyshares for the ‘Why’ post, so true.
Seems to me AVA6000 success would inevitably put TMAC straight in with a top shot of coming off. I can’t imagine the value of an even better follow up solution following the success of a breakthrough Chemo delivery system. The whole business would be simply priceless and possibly not far away from realising that over the next few months.