Member Info for wyndrum

Hard to say Prof.

I think it was most likely the money men who said they could not work with him any more. Presumably the 50p raise?

But then I am not sure that would fall at AS's feet rather than other directors.

Maybe it was earlier when or if he pushed for the DX pathway and that is now seen to be disasterous and the backers realised that that purchase then forced the 50p raise which caused a fall in the price of their investment?

As CEO he has to take the ultimate responsibility.

MY worry is that he exaggerates the tech. I have only got the LFT stuff to go on. But then every missed timeline in the trial maybe does confirm that he simply could not be trusted.

So unceratinty and doubt. for sure. But rather than some here blaming a few posters here should look at AVCT's coms.

As we have always said and recognised, that is an easy fix.

Yet here we are still trying to decipher and guess whats going on. There will be a reason for that.

For me (and who cares), but this is CC's first and best chance to set the tone next week. I know we say it every time..."this update is critical..." but I don't think I am the only one who's patience is now on the very verge of being worn out.

I think LTH's need a bit more than just a "bone" this time around. (imo dyor etc)

Last chance saloon? not for AVCT but

" The vacuum of information on funding is creating the perfect breeding ground for FUD and unless we get some clarity very soon, I fear we have a lot more turbulence to come over the coming months. "

The way you say it it as though its (FUD) was/is unjustified.

It is AVCT's actions that causes the uncertainty and doubt. Its just that some here can see it coming, sooner than others.

(I think it started most recently in the unexplained way AS left. I can't personally think of a positive reason for his abrupt departure. But as you know thats just me. I'm sure you guys can think of a whole string of reasons why it happened that are positives for AVCT.)

Oh Blimey Strangy what are you on? Dark Clouds? Tyrannical outbursts? I think you may have lost the plot a little bit here. Thats quite some imagination you have got going there.

But yes facts are facts.... what fact do you want to take as the ultimate truth?

The world was flat?

The most exquisite, sensetive LFT in the world?

That there are no side effects or that there are some? And what side effects would they be and to what degree?

You choose. Pick a fact from AVCT that is incontrovertible. Then tell me what you ASSUME from that. Too hard to understand?

I'll start to show you how you play:

The fact is the SP is lower than it should be for a company with a multi, multi billion dollar technology already proven that it works.

See, thats easy... Now,... brace yourself... tell me why.

The pair of you never, ever even try to answer the awkward questions.

You bang on and on how boring I am and yet you are unable to answer what should be simple. Instead you try and imagine whats going on in my head and then you have the gall? stupidity? to say I make assumptions. The wits you have between you are genuinely laughable. with your attempts to belittle my analysis without ever being able to put one single counter argument.

If its not the science then its the money.

If its not the money its the science.

I try to focus on getting a return on my investment (and in a timely manner so that I might actually get to spend it.)

God only knows what your motives are.

Really Noptrex,

So explain to me why the SP fell 20% this week on the back the latest update on the trial?

Does this seem to you, based on the wonderful new CEO and the comms within the pharma industry that AVCT constantly talk to (by the way don't forget they spent a fortune moving to the white city to be literally next door to BP), logical?

Can one ill-informed brokers note (immediately countered by the house broker), be the cause?

an exceptional trial 3 years in with spectacular results pretty much from the 1st cohort still be price-wise where it is?

Is it not at least feasible that something else (perhaps the money?) is weighing heavy on the markets mind?

So yes I bang on about it but instead of discussing it we go round and round about how great the company is and only the few here (and on twitter and on linked-in and every other social media outlet and brokers notes and science days and interviews and poster days, really know whats going on and no one else has heard of them or perhaps maybe... have better researchers than us motley crew?

The TU will be instructive, but the market remains sceptical until it sees a clearer path to commercialisation and more importantly, at what cost.

As always Strangy, your posts reveal more about your character than mine.

And just so you can try and actually understand the human condition.

People get "defensive" when "attacked" whether physical or in this case over here ,verbal. Its a natural , predictable response.

I do my best to discuss AVCT. Its posts like yours, that add nothing, that end up making this BB tiresome for probably, the majority here.

Perhaps even you can see with your personalised post, that it may contribute to my "abrasive attitude" that you seem to disapprove of?

Well, I have been right more than twice that you so dismissively characterise my past analysis. You on the other hand can't even match the accuracy of a broken clock.

(And I never said it was going to 20P ever.)

I have highlighted cash raises being a drag on the SP when many here said the cash runway was good for 12 months or more and to stop spreading fud.

I said AS was not to be taken seriously way, way before you now all agree he was bad for the company.

I was one of the first to highlight that the LFT window was short and that vaccines would do for tests,

I was correct in saying AVCT LFT was a commercial non-starter.

I was one of the first (years ago) to say that perhaps Myles McN being such a large shareholder, that his comments should be viewed in that light.

The "good" posters such as who? MM? TTB? Rah? have been utterly and completely wrong in every forecast they have made for YEARS! (Displaying no helpful insight at all.)

Perhaps their pronouncements have caused some here to be sitting on losses?

Yet a few here are determined for me to stop posting although my analysis has proved to be more accurate.

And the only reason is because its not what you want to read.

The constant personal character insults I have to boringly endure simply are used to divert the content.

The fact is the SP is 62p after 3 years of a safety trial. and has fallen ever since the market realised that the 4th cohort was not the last and that it pushed the future timeline into unknown territory.

There have been changes in unplanned trial structure, divergences into DX and the abrupt removal of the founder of the company just as the imminent success is expected to be announced. All of these things (and more) point to a company flying by the seat of its pants with no plan how to get this to market in any appreciable timeline and now with weight being put on trials of 2nd and 3rd generation variants.

At no time has any news released from AVCT caused any long term significant re-rating of the stock. (Which is why we all bought it in the first place.)

But, again, all the ills are placed at the few that simply want to explore why these things might be occurring. as though anything here affects the SP. its laughable and proven that there is no correlation between the SP and any single post here.

I have no agenda. I am currently a shareholder. I have always held AVCT since 2020.I have never had any other account than this one. Your lies and disinformation are actually worse than anything I post due to the inaccuracy of your post.

Your imagined paranoia is baseless but you still post this garbage. Well done you.

i'm afrais alex you seem to have lost touch with reality.

this is an investment bb which serves the purpose of different views and opinions to be shared and discussed.

because you do not agree with my analysis you think i am paranoid, with wild conspi****** theories (and pathetic, obviously, sad, no friends), to explain the seeming disconnect between what avct report and the sp. (although i think highlighting cash runway, ceo departure, dx purchase is hardly out there! and i hate to say, i have been reasonably good on seeing the direction of travel with this stock, but lets gloss over that and stick to trashing me and not talking about avct.

but i also am open to the fact that maybe the setbacks you acknowledge can happen, have in fact happened here but we have not been informed about them as has been the case in the past. so again, using actual facts about the way avct have previously communicated, it does not seem to me either paranoid or wild conspiracy-motivated thoughts.

meanwhile the conversation we have had has been pretty much post for post, but this makes me someone who lives in a cave and very lonely....

you do see how stupid your analysis comes across, don't you?

I think you are somewhat overstating my mental state.... however as a shareholder the BoD do "owe" me.

Let me ask you this:

Do you think the SP reflects the value that AVCT?

If not, why not?

Your view on this may well be different to mine but you have still gone through a mental exercise to justify it to yourself.

If its ok for you then why not me?

Ales, to understand why a long serving CEO leaves with no explanation or forewarning is not in my book, a small detail.

I understand all about uncertainty. (I am accused of FUD all the time!! ha ha)

The clarity I desire is perfect available to the BoD of AVCT to reveal.

All PLC's hold back damaging info. I think its a PI's role to try and peer through that fog and obfuscation to try to look at possible scenarios when a SP contradicts the company's exhortations.

"And frankly, it's none of our business why he left."

really? As a Shareholder it absolutely is my business.

Well, given your acceptance of countless hurdles, setbacks and delays that makes you somwhat of a rare species here. The difference might be your assumption that they will be overcome.

The reasons for setback hurdles and all the rest is that there is no guarantee or indeed likelyhood that this will come to a positive outcome. Thats why most small BP fail with their tech.

Lets hope AVCT will be one of the exceptions.

Random events? The SP reflects news, either post or pre.

You really, think that AS left for any of the reasons you mentioned? What was AS's leaving statement? What was CC's explanation of why AS left?

I am trying to make sense of a collapsed SP correlating with exceptional trial data.

An as for causation, thats why I am looking long term.

I am not biased just aware of the glaring contradiction for a trial that has "Exceeded" expectations, yet taking years longer to get through the safety profile with the long term CEO leaving with no explanation. With seemingly a disasterous DX purchase coupled with never ending concerns about debt repayment and long term funding.

But thats all random to you I guess?

Its always interesting to me to look back at long term charts to see if a story can be told that is different to, in this case, the majority of Posters narrative.

The SP peaked at 185p in 09/02/2023 on the back of the 4th dose completion, then started to decline quite quickly. I imagine the market got wind of, instead of moving on to efficacy, the trial was going to be extended with several more cohorts.

So although the results from all the extended dosings seem to confirm the potency of the tech, the SP moved out of its 100p-160p trading range to a new, more recent 40p-80p range.

That SP long term moves maybe contradicts the seemingly effectiveness of the trial. (I am not so sure, more likely uncertainty and money.)

AS left the company very abruptly but that came later. The trial extension clobbered the cash runway causing dilution through cash raises. The Trial extensions then maybe, caused doubt if there would be yet more "delays"

(My best guess fwiw, is that the DX purchase was forced on AVCT to have an insurance policy in case the trial failed or hoping it would be cash generative to support the income for AVCT going forward.)

I am still concerned as to why AS left. Has material data from the trial been omitted and only good stuff cherry picked in RNS statements? I think it has to be something pretty important as this was his baby. If everything was still going forward never mind the past events, then why now just when we are close to P1B?

There has been a change of direction with some weight being put on the "pipeline" rather than AVA6k?

So the SP is bang in the middle of its current Trading range with a very important TU due very soon.

It looks to me that the market has lost confidence to some degree with AVCT and is waiting for some clearer direction to a sustainable cash flow and is not in a hurry to buy in yet if yet more dilution is on the cards.

There is FDFA approval, where are we with that? has P1b started? How long will P1b last? What happens afterwards, whats the next step. What is happening to DX.? Is it being sold? What value has it? Is it cash generative?

CC has the opportunity to put the latest trial update into a context to inspire the market that this tech really could be profitable. But if she can't or does not answer some or ideally all, of the above then the market will continue to let Pi's kick this around, and keep its powder dry until the fog clears.

The upside well, we all know that. The downside is also pretty large because presently, the Mkt Cap for AVCT is based on a successful outcome, even if that has been delayed from initial expectation.

Indeed Largo, what did happen to Harl?

Turns out even with a near £1b order from the Govt the company was financially mismanaged and shareholders lied to by the CEO.

Unfortunately their are some comparisons with AVCT. but at least AS has gone.

But thats AIm for you, you always have to be aware that as a shareholder you have no idea what is ACTUALLY going on.

Thats why I never over commit.

This is an investment, SB, Its very high risk. There is a history here in this company to over promise and under deliver.

My mind is open to all scenarios. Its others here that can only see one path.

It is others here that comfort themselves with the illusion that they think they know what is going on and seem to weigh none of the variables in their judgement of only one outcome.

So yet again, a post starts with nothing to do with AVCT but a complaint against alternative views but certain posters.

Speaking for myself I find this almost laughable. Almost.

Whos view has turned correct to date.?

Is it the well researched, well informed posters here who have only waxed lyrical all the time about AVCT or, is it in this case me, who looked at alternative scenarios based on the SP performance perhaps telling us a different story.

Because the thing is , these same posters who love and can't see any fault in the present trial or technology, also felt the same way about the LFT debacle.

These same poster eulogised AS right up until it was obvious even to them that he was perhaps not quite the right man for the task.

It is the same posters who hung on MM words and some still do, while we have endured rounds and rounds of dilution and capital destruction.

Now CC can do no wrong, even though to date we have no evidence of what she is doing differently to AS.

I have managed to make money trading this stock, well done me... but if trading is not your thing then it has been to sate a pretty expensive hobby backing a company that has serially failed ever to deliver a commecial produce and has burned its way through close to £200m to still be on a safety trial going into its 4th year.

All I ever heard when I bought in in 2020 was the several strings to bows and shots on goal, that they caould all miss..... And here we are down to one.

But yes plain the Fudsters for all your troubles and just start up pointless threads which I spose is designed to make you feel what, superior? Better about your losses?

Not listening to alternative views normally leads to closed minds. poor decisions. and missed opportunities.

Each to his own but the RSI reversal pattern tends to be pretty reliable in my experience so I added today.

Each to his own but the RSI reversal pattern tends to be pretty reliable in my experience so I added today.

Chart has put in an RSI reversal with the actual SAP finishing on a resistance level at 23p.

So, it needs to close above 23p tomorrow to confirm the RSI.#

If it does then next target is 27p

If we get there then its a bit choppy but really its got to break 41p to put it in new seriously good break-out territory.

(imo dyor etc)

I think 423p looks to be where this might ruin to in the short term.