Member Info for WelshFalcon

Don't panic @ Neut..... LSE didn't zero out the little red numbers for today - all of yesterday's are till included (including the RNS).

Only a handful of posts today so far......

Someone was asleep at the wheel and didn't press the reset button at midnight! Perhaps it should be automatic?????

Manifesto - please note that there are two sides to a negotiation. It is highly likely that the other side of a JV or trial application requires confidentiality as a prerequisite to any negotiation. Timing of an announcement will be important to the other side.

It is very possible that a confidentiality agreement prevents SNG from making any announcement until it is agreed that they can. That's just the nature of the beast, you can beef and moan as much as you like, but it won't help at all.....

"Tumour agnostic"...... So.......Merc have just wasted their $10b purchase....!

We need a bit more detail. Time difference between each, the number of share in each trade, buy vs sell, and how far away from the mid point the value of each is.

I can then look it all up in the code book and let you know which conspiracy theory it is.....

I read it as 5-7 months....

Interesting video. Interesting aims for the new group as well.

It may or may not work for AVA6000 as he described it. Assuming dox as the known drug, it comes packaged up with all it's existing bits and pieces. The side effect list, dosage and a lifetime maximum dose. It could be difficult to import (into his new group/program) just the beneficial effect only while re-trialling the dosage, lifetime and side effects etc.

It sounds as if their focus is more on using existing drugs in another disease, so not the best fit for us. Remember lots of repurposing (some totally unsuitable) was tried with COVID. The influx of applications could be impressive.....

Worth persuing, though....

No Musk electronics on that car, the underwater submarine mode lays havoc with shorting out the cabling.

Don't forget that with water power, you just need to drive it into the nearest river to refuel.

Luckily AVA6000 will be on the shelves and well established long before they get to trials.

That's assuming that they have something worth progressing.......

Er.... Nick? Sticky keyboard problems I see.

There's also the hidden benefit of Dox. It is known and understood by oncologists worldwide, most have spent their entire careers using it.

So, from a marketing point of view, selling this new form of an existing drug is going to be a breeze! The usual sales lag in getting enough buyers out there that want to buy is going to be greatly reduced - the only restriction may be distribution and supply.

It not like something new where you need to have a massive sales pitch to educate your market, It's like "It's Dox Jim, but not as we know it".

It's a trial, that's how they work.

You test the new drug and compare against the existing drug/standard of care. You need to prove that it is safe. That it does what it is designed to do.

Get those two right and you have something to show the regulators for approval.

If you can also show that your new drug is better than the existing standard, then you have something commercial on your hands.

So dox is the standard which a patient will be offered. There is nothing else more effective despite all the side effects etc. They may be offered a trial drug as an alternative, something they may or may not take up. There is no ethical problems at all, the ethical conundrum you propose presupposes that AVA6000 has met all it's targets and is acceptable by the regulatory powers. I see no problem.......

Once (if) approved, then it would become difficult to offer dox in preference to AVA6000.... that would then be the ethical question.

Classic error.... Governments aren't commercial. Never have been, never will be.
They are there to provide services and infrastructure paid for by raising taxes. Value is a small consideration.

If a new drug that makes savings in the NHS comes along, the 'spare' cash will simply get use for something else. returning any sort of dividend to taxpayers just isn't going to happen, the system is set up to spend, not to save.

In one office I worked in, many moons ago.... we had a filing clerk who messed up the filing regularly, it turned out that she was dyslexic and would invert the 6 and 9 in the file number. Once we had cracked the code we could find the file!

Lovey girl, but useless as a filing clerk.

The 9mt pa had me scratching my head too. I can't see how that volume gets out of the current decline. It more than just an incremental increase, it's a multiple! There would have to be some other extraction method (for some extra 6mt pa?) in place to get to 9!

Missprint or is there a piece of the puzzle that the outside world doesn't know about yet?

If ever there was a time to drop an impressive DFS........?

These benefits have two sides to them.
Not only is there a direct benefit to AVACTA
but
It also makes us a much more attractive entity to large pharma looking for a company with a promising drug portfolio and able to access the new UK financial regime...

Luverly Juberly....

I see references to the 25% tax free being limited to £268,250. Otherwise abolished.
I assume that all subsequent drawdowns will now form part of taxable income income only. There being no more 55% tax on uncrystalised withdrawals?

Yup, abolished. He didn't mention the 25% tax free, so we need to see the full published details when received.

Very happy falcon.

Pension Life TIme Allowance abolished too - wow.

Pension Life Time Allowance abolished. Just WOW.

If you are a sizeable fund manager, how many people are you going to employ to follow and monitor volatile AIM stocks? Is it worth the investment in manpower to do this?
You are more likely to briefly review some interesting RNSs and maybe act only when these show something interesting.
You will concentrate your research efforts on the more mainstream business where there is a wealth of information to guide your decisions.

This is where the PI has an advantage, can focus on the opportunity and reap the outsised benefits by taking a longer view on fundamentals.

Don't knock it, keep loading up until the messiah comes!