Member Info for Vertizea-Sun

Tosh. Avacta is a calculated risk investment....not a consumer product.

Here it is....a link to Forbes:

https://www.forbes.com/sites/alexzhavoronkov/2023/08/09/616-billion-per-drug-approval-almost-half-of-big-pharma-companies-hit-negative-rd-productivity/?sh=6d28dce95447

A requirement for European languages is the key - so including that, an MBA and availability and you end up with Veronique Petit.

My guess.

"Complete regression may be wishful thinking"

The photograph of the mouse liver suggests otherwise.

"Premier Miton suffers outflows of £449m in Q2

AUM drop of £500m

14 July 2023

• 1 min read

Premier Miton Group has posted a drop in assets under management and significant net outflows for the second quarter of 2023.

In its trading update for the three months to 30 June released today (14 July), the company said it had closed the quarter with £10.5bn AUM, down from £11bn at the end of Q1, as it recorded net outflows of £449m."

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I'm suggesting Premier Miton is the persistent Avacta seller....probably against its will but selling in any case. Although it will now be under the 3% trigger for statutory reporting it may still own 4/5 million shares and heavy private investor redemptions for Premier Miton's main funds are forcing it to liquidate.....and especially its most liquid assets - which Avacts most certainly will be.

Avacta needs specialist long term investors and the board clearly sees that. A large fund raise based around new long term owners can't come a moment too soon. Hello Shaun Chilton and the newly appointed CBO!

And why did William Bachovchin license the science behind pre | CISION to a tiny, obscure, English company? The answer - Avacta hold's the patents to the Leeds University affimers that lie behind the successful application of TMAC.

21 June:

On the basis of the very favourable safety profile of AVA6000 in the study to date, the Safety Data Monitoring Committee (SDMC) has recommended continuation to the sixth dose cohort at 310 mg/m2, which is equivalent to 2.7 times the standard dose of doxorubicin

No race. Why not? AVA6000 is affordable and bespoke immunotherapy etc is unaffordable.

Although just for once he's right....it is a nice print.

Avacta IPO - where? Do not compute.

Thanks GMCC.

After 40 minutes of trying to keep up with W Tap my brain hurt but I did wonder whether or not Avacta pre|CISION was the elephant in the room.

The gist of his technical ramble (his word) about advancing the treatment of cancer patients (especially Sarcoma/Doxorubicin) is that progress is a black art as much as a science and the medical community has suffered decades of non-advancement.

Specifically…new compounds/variables can give excellent results in small numbers at trials but when opened out to large scale testing they fail and the researchers don’t know why.

Step forward AVA6000……not a new compound/variable but a delivery mechanism.

It would be nice to think Dr Tap was asking multiple rhetorical questions because he believes he’s got the answer. We'll know soon enough.

Tapp is not a board member.....official or unofficial.

"interesting question, what have they been engaged to do."

Simple. To introduce Avacta to major international investors who might otherwise ignore a Wetherby start up. The fees Consilium bill will be high but AS needs a ton of money/investment if he's going to stay independent and rival Roche, Abbott etc. And he'll need sight of money by October/November at the latest, as the current tranche will be gliding down

You do realise it's an American web site and not under any statutory obligation. We are lucky they even bother to list Brit compounds. Why doesn't the NHS run something similar?

"Do you save in a pension or invest in shares?

I only invest in the stock market through a self-administered pension scheme, which I've been saving into since 2005.

I choose my own stocks and am drawn to volatility. I trade in and out of certain companies, like the biopharmaceutical company Avacta, on a regular basis. I probably look at its share price on my phone once a day."

Unfortunately I know for a fact that one or two words (progression/remission) doesn't begin to cover the complexity of cancer:

Complete remission means that tests, physical exams, and scans show that all signs of your cancer are gone. Some doctors also refer to complete remission as “no evidence of disease (NED).” That doesn’t mean you are cured.

The Daily Telegraph....British Capital Markets are Stagnating:

The well-known fund manager Nick Train labelled the UK market a “back water” earlier this year, and the evidence he might have a point is mounting by the day.

Morgan Stanley has just produced some research showing that UK equities and corporate debt are among the “cheapest” (which is another way of saying: “least loved”) asset classes in the world.

Mining giant WE Soda criticised “extreme investor caution in London” when it scrapped plans to list in the UK last month.

A US investment bank is currently doing the rounds of City boardrooms telling executives they can increase the valuations of their companies by around a third if they relocate to the United States.

Shell, the UK’s second most valuable company, is dropping heavy hints that it might do just that as a result of the Government’s inconsistency on energy policy and taxation.

https://www.telegraph.co.uk/business/2023/07/11/uk-london-stock-exchange-decline-jeremy-hunt-reform/

Exactly so Almostrich....Big Pharma has to deal with two completely separate issues/problems..... a therapeutic compound on one hand and a revolutionary transport mechanism on the other. Which is more important?

There's no mystery about AS's plans....he told told us he's commercialising pre|CISION. And now he's got Shaun Chilton and Consilium to assist in pulling levers. The next couple of strategic moves will probably be one of the great, all-time, poker games....who dares - wins.

Thanks all for the input.