Member Info for Wiggly

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Jakestar,

Would be keen to hear your own view on why we trade at 108p (lower than prior to commencement of the trial) when Avacta are going to update the market in days confirming positive phase1a data (99.9 probability imo)!

Jakestar. Snipes at Avacta??? I'm a LTH looking forward to the January update.

It could be but I don't like conspiracy theories.

Avacta now highly likely to announce Chemo with improved side effects, yet market not interested. Why?

The only 'why' I cannot currently answer is...

WHY is AVCT still trading at sub 110p?

This makes absolutely zero sense with the news that will undoubtedly be released to market early Jan!

No if, but or maybe, Avacta will update on AVA6K within a matter of days.

The fact they decided to sign post/ tell the market they will update in a matter of days suggests they want all eyes focussed on the next RNS. Certainly not an action one would take if trying to cover any negative news.

Need to give sufficient notice to the attendees and guest oncology leaders/speakers most likely flying in from USA.

It's rather nuts ! To think Avacta have a platform of assets and are 99.9% likely to announce positive proof of platform concept, in human, within 10 trading days, yet are valued at pennies.

I suspect a chunk of this cash will be making its way to AVCT in the not to distant future

I'm not sure that the selected key opinion leaders that will present at the science day will be there to talk solely on AVA6K safety and tolerability... This step (inviting these leaders to discuss the data) points towards positive secondary measures (AVA6k anti tumor activity, biopsy data etc)

Thoughts ?

Agree, Bach has conflict of interest. I believe we will hear from well respected oncologists with no connection at all to Avacta.

Agree, Avacta have just signposted release of major (must be major or KNS would not part of this day) data within weeks, yet we trade at 107.

Luke,

They're there so that the fund managers and potential investors appreciate what is being presented

Exactly. The speakers will be totally neutral to Avacta. Extremely positive sign

Avacta are gearing up to showcase the P1a data

What better way to do so than to include selected key opinion leaders in the field of oncology to discuss the data.

No doubt at all now data will be blockbuster

To my last question (why couldn't Clovis licence prior to bankruptcy) I really have no clue as clearly it has/had a valued asset. But,. What this does confirm is that Avacta recent raise was a masterstroke from perspective of delivering leverage during any ongoing or planned negotiation! There is no bankruptcy or fire sale scheduled here, thus if you want to licence it is on Avacta terms

Why couldnt Clovis license out the asset prior to bankruptcy?

Not even a peep related to the raise and the Launch Aquisition - which was major news!

Oh hello!!!

If the screen/statement was the only 'clue' or 'indication' of positive AVA6K clinical performance I would agree that we could be jumping to conclusions. For all we know, the previous Screenshot stated -we are Avacta and our ambition is-

However, we now have many multiple solid Clues/indications that, when considered together, makes the probability of positive clinical performance a certainty imo.

Positive clinical performance = 1. Improved safety, 2. Improved Tolerability and 3. Activiation.

If you combine these 3 then Precision is blockbuster.

Patience is key but it's difficult! Expectation is building each day. I hope this week will be the week