Member Info for wyndrum

"Let’s look at the above logically if that was the case the trial would be halted because it doesn’t provide any clinical benefits. That’s not happened as they have seen multiple and durable responses in dox sensitive tumours and are moving into dose expansion with phase 1a completed."

Except no ones arguing that.

What is (or at least I am saying), is that the safety levels were known nearly 2 years ago. but to the surprise of AVCT that was not sufficient to go to efficacy. AS said at the time that MTD may never be found. Now we still seem to be at that point, no MTD found. So why did P1b get put back?

Could it have been that Dox was not working as well in the tumour as expected? if that were the case would it make a few shoes drop? (I think it does because it is inexplicable to have the SP where it is on such ongoing fantastic news.)

How recently has 2nd/3rd generation pipeline been discussed? A matter of a few weeks. Does this have cost implications to AVCT going forward?

Your view of disregarding time to market and indeed cost is fine, but as an investment criteria its absurd.

But everything that disagrees with your view is FUD. which is equally absurd.

What is your capital loss currently?.

Do you think it may get worse? will there be more dilution? (probably). Will it be floated on Nasdaq for sure or is that a wish? and if so for how much and at what level of dilution? Will there be any further time slips? Will new paths come to market reducing AVCT's potential market?

All completely unknowable but they should still be considered when looking at AVCT as an investment, in the round.

Its not fud, its basic risk reward analysis.

"It can sometimes just be debate."

Well said PJ

This is the 3rd time its been deleted. please do tell why? (Sp down 5% so far today)

The "problem" I have, being somewhat cynical of CEO's, is not the pipeline per se, but the absence of info on AVA6k.

It seems to me, that they knew it was safe in pretty high doses by the end of DE 4, 20 months ago. We get info released that there is a much higher concentration of dox in the tumour.

So if its safe (which clearly it seems to be), and its known there is loads more dox in the tumour then why have we waited so long to go to efficacy? (Has 2WD actually produced any more useful info?)

CC said it was not enough simply to be safe (fair enough), accept if you could give people more dox safely then thats surely better than what currently is dosed, unless of course the dox is less effective.

That does seem to draw a straight line to Thorn's long held query being, is dox as effective when wrapped in the AVCT tech?

It over whelmingly suggests to me it isn't. This seems to be supported by then talking about pipeline and 2nd and 3rd generation. In other words, the trial to date as shown where actually the tech has been less effective than expected and that these results is allowing improved development.

So far from exceeding expectations its been the opposite.

This would explain BP's seeming lack of interest, as well as investors, big and small, generally.

This may be very typical of this sort of bio pharma trials, thats fine, but it also shows that this is a very long road.

Its not that this won't be successful, I think it will, for what thats worth.

What I have a much less clear view of is timeline and how much money will need to be raised and at what price the SP will fall to before deciding when the time is right to buy.

I am wary of Nasdaq because that could be a huge dilution (maybe 50%). That would influence a buy out price. (assuming one comes in?) And that assumes CC is being straight and not just floating a balloon to keep PI's on board and that a US listing may or indeed may not, happen. (Its certainly expensive to have 2 listings.)

There are so many unknowns here it is no surprise that the SP is suffering. And the important fact here, is that this is a loss making company burning cash at about £2m per month.

Quite right bitl.

Some of us have been trying to point out that the SP is in fact quite a good indicator of sentiment and what the market actually thinks of the data and the company but my posts keep getting deleted.

Shame eh?

Still It doesn't affect me, just anyone who might have wanted to read it and consider the opinion posted.

Yes, I thought it might be him too after Ice. (My ice theory was that it was often a reply to Ice specifically that then got deleted.) And I think you are right it happens too quickly for it to be organised unless its part of the telegram group, but that must be a conspiracy theory too far.

Its like they want the SP to rise so they can continually short it.

Anyway, its relentless and nothing to do with content, and as I say given most posts get a few recs then I am not sure what they think they are achieving.

I am contacting LSE about this as its clearly a bot thing and nothing to do with any guidelines being remotely infringed.

The blindingly obvious over riding fact that has emerged over the last 2 weeks is that this is a long way off and there is no where near enough money available to get this done.

So that means more cash raises and more dilution.

As an investment, shareholders are being asked to buy a stock with no time line to commercial release and no indication as to the final cost of doing that.

And on top of that no guarantee that it will succeed in the first place.

In the short term its about raising money through the sale of DX of which we have no valuation of.

This is longer term now than ever, with a possible dilution by going over to nasdaq only because it will be another source of funding. It will not be done for SP appreciation, certainly not in the short term and won't be done at all unless a much more coherent argument can be made to the end game and when.

Its not grim (but hardly party hats and balloons), but it is a long term of years rather than months and it would seem and the chance of licensing deals seem to have evaporated as well as a buy out too in the "near" future.

Ok Watching, hows today worked out.

Did you expect the SP after the poster. the new data release, the TU, the Q&A and interview, to be below the AS placing price that many think here was the cause of his leaving being such a poor decision and execution?.

I'm just asking?

Bella, its looking more like the DB note was closer to the correct interpretation of the data so far than many here.

The SP usually is an accurate guide. Yes, it measures sentiment, but sentiment is based on the info out in the wider market.

Clearly this, instead of going on an increased heat, is going on the back burner.

1.27 is a target/resistance and it has spent the last 2 days eye balling it before retreating.... Needs to grow a pair otherwise it will be a nervous wreck trying to get to 1.45p.....

Have you ever thought the feeling might be mutual, ice?

Well, from a chart perspective its still a close above 1.45p that would/could set the pulse racing.

Don't have a go at me watching, its you that makes these ridiculously statements about wise buyers .

I just don't understand how with any other valuable item, prices increase, but with AVCT as it becomes ever more valuable with better and better results and every day is one day less to actually get it to market, the price goes down and that seems to make perfect sense to almost everyone here.

Watching, its the wise buyers that are pushing the price down. Is that what you want?

Was it the same wise buyers who bought in 1 month ago at 77p and now need a 50% gain just to get back to breakeven, or the very wise buyers who bought last week at 58p and are only down 15% or so?

"Already £1m bought and SP still down, looks like done to let somebody in before Monday"

How does that work?

Have the Market makers already got the stock and then just mark the price down so people (all people) can buy at this artificially low price?

Given this is a relatively new low, then surely any stock the MM' s have was bought by them higher, and therefore they would be selling at a loss?

Could it perhaps be sellers want to get out and buyers won't buy at that price so, the price has to be reduced for buyers to want to take them off the sellers hands?

I'll treat that as rhetorical.....(however always remember I don't care about making mistakes, when the market tells me I got it wrong I sell so as to minimise losses as much as I can. On stocks that are as high risk as the ones you mentioned then whatever my holding is, is commensurate with the "pain" I would endure on a total loss.)

You can't win them all, so you just have to win more than you lose, and for me, so far, so good.

Each to his own.

"Idiots get easily parted with their cash."

At last Ice, something we can agree on.

Fair enough Chris, and well done for net getting caught up in the AVCT hype around their LFT product. (Although it was not clear at the time that AVCT was hyping it up.)

How do you know AVCT aren't hyping the results from this trial?

Tricky business, this investing in start ups......

Don't make excuses Chris, AVCT said they had generated a covid test within 1 Month of covid being a major thing. with a view to have it ready by August that year.

Obviously it went from a 4 month turnaround to a 16 month timescale only to be pulled straight away. although it was ready for commercial use a few months before and sold very few. I would have thought what they are trying to achieve now is a bit more complex, but how would I know.? How would any of us know?

So Bline when you say "The only people who sold are those who don't understand the company, product, portfolio because they are too lazy to do any research."

do you mean getting their research from this BB or in fact from the company itself (RNS's interviews, website etc.?

If you think the lazy are just reading this BB, then it suggests there is no point to these BB's? (Certainly if people did not read BB's then they could not be affected by Fudsters.)

Also, is it only ever market manipulation that causes a SP to fall?

Can it ever be maybe the company has not fulfilled its promises made in previous RNS's. (You know that diligent research that if you do, then the share price can only go up.?

When posters such as you, are so adamant of success, I am always intrigued if you thought the same about the LFT based on what AVCT promised at that time

Except I am not Biggi.

I don't care about AVCT as a company.

Its a stock that I buy and sell to try and turn a profit on just like all the other stocks I trade.

Once you start to "care" about any of the stocks you hold it gets tricky.

It becomes easy to dismiss unexpected "bad" news as not important. rather than look objectively as to whether or not the company is performing as you expected when first you bought them.