Member Info for wyndrum

Hi D, thats the trouble when the population's trust starts to breakdown with institutions. It comes to a bad state of affairs when you don't trust doctors, law makers and enforcers, etc etc, but at the same time do trust some random "influencer/stranger on a bloody social media platform!

How is your little girl by the way? (i can't ask on that other poxy site.)

"All this b0.l.l0cks about becoming insolvent. You lot need to give your heads a wobble."

it really isn't that far fetched at all.

First thing. what revenue has it got coming in? Zilch

What is the current and next 12 month cash burn? Running trials are increasingly expensive. Where is this money to come from and as crucially how much is needed? Will it be to tide them over for 12-15 moths or a longer time frame in which case a lot more money is needed?

Don't please fob these question off. have the guts to at least try and answer them.

How many deals have AVCT done for this trial so far? What has CC said about near term deals? Will these "deals" be enough? (Apparently not as its small beer according to CC). So, its not unreasonable to discuss the money side of things given there is zero revenue.

Does it bother you that coris is still not sold? Why is that do you think?

Why do you think AVCT are STILL trying to recruit patients for their trial on efficacy when the safety aspect is well proven? Could it be, just could it be, that in some cases it is not effective and given patents have possibly one go at trying to get better don't want the risk of an ineffective treatment. (Thats why SGC has proven popular because there was no downside to saying yes to participate in the trial.)

Why has it taken so long before we get the final report of the P1a trial? Is it just me that thinks they are hiding something given they gave 3 monthly updates as they want along and have had years to collate the trial results as it has progressed and somehow we don't get the final bits until a full year after P1a finishes? (i would take the bet that there will be some "interesting" revelations when they do eventually make public the full account of what transpired).

Anyway, AVCT are being particularly bullish now at exactly the same time as a new cash raise is needed . Coincidence? Again, what choice do they have?

Remember AS winking and smiling and not to worry?

How has the market reacted? If you say, you don't care, then please be honest because if you had seen a rise to 40p plus I am sure you would then use the market reaction as confirmation a corner had been turned.

If AVCT have figured this out then ICE's "research" will prove to be correct. However I am amazed at the naivity of so many here that simply take everything AVCT say as gospel even when AVCT have misled shareholders before on multiple, multiple occasions.

Back home after a very relaxing couple of weeks in the med

Anyway, the science and the finance are all wrapped up so for any doubt my position has been that P1a through up some unexpected results Maybe it was half life probs that Thorn posted about, or maybe my hare brained logic that it simply for some patients did not release it at the tumour and was a real head scratcher. Anyway it does not matter as that part of the trial is over, but that is more imo supporting circumstantial evidence likely hood of some event causing a hiccup.

That in turn causes problems with the finance because it becomes a race to see if the science can prevail before the cash runs out and while the science is not "proven", that makes raises expensive.

Zeus is the latest curve ball. Has a holding, puts a director on the board, and now becomes an superfluous Nomad.

The holding will be negative already if they have been buying between jan and april, so some of this might be to reduce this loss and to be able to profit from what I think will be a new cash raise, soon.

The alternative or in conjunction with, is that AVCT is really on the brink and that they have enough data and ironed out hiccups to take this forward.

I know some here get antsi but, we had all this before, great test results, new board members joining, all sort of tie ups and distribution deals done, even inking deals, but it was not true, which is why I am on the sceptical side. I simply will not give this company because of the way they deliberately misled investors the benefit of the doubt. And also, this company for every single one of its promises has NEVER delivered a single commercial product. (And Mr Hughes was involved too, then.

So thats the bear(ish) case.

I do think a RI is likely soon, I don't know now Zeus are on board, if this will harm or help the SP. The AVCT board seem to be taking the current loan seriously now as a problem, which I am surprised about as it is free money, however it also seems they have realised how dangerous it is to have a SP constantly falling and under pressure when there is no revenue coming in. All so the fact now small deals are being mooted rather than not bothering with small deals only a few months ago, suggests, that they too, understand its all about the money, because without it they don't have a business. (however good that business is. (many many business go bust not due to their prospects or future orders which makes them almost certainly viable, but simply due to cash flow.)

Certainly if they wriggle out of the current loan and raise money through some other source (license deal, coris sale, every little will help) with more positive p1b data then maybe the dilution won't be too painful and may be the first RI to result in a SP rise. So lots of unknowns still to be revealed.

I am simply highlighting that the science is far more complex than you armchair experts would have us all believe and that it is at least possible if not probable that some unexpected results may have occurred dythe ground breaking trial. Particularly as this very company has a track record of being partial with its knowledge of results.

Still as you all have made so much money from this stock in believing what the RNA’s have said over the years I can understand your derision in my musings

Ice you presume that the presentations are true.

What if not all the info is revealed? Then your presentation is completely flawed.

What is not Avct who said their lft contained no antibodies and yet…. So why have there been been no offers, no msm releases, BG selling on disappointing results, longer trial extensions, no fda approval, share holder destroying raises?

BP, with their unlimited resources and money have not solved this problem so I am pretty confident that the science is very complex and not the walk in the park you seem to think it is.

Is it possible that P1a did not always work?

Sometimes it did not release dox? When it did dox was dox but a few times it did not release it and was just excreted?

That might explain the elongated trial and that imo the time it takes to get volunteers? Do you choose a trial that might not work for you (but it won’t harm you) or go for dox with side effects but immediate results?

For me it explains the constant ambiguity from Avct and the delay in producing the “final “ P1a data as well as the lack of PR msm articles, also it explains why the sp is constantly under pressure.

Pretty sure Bella that that is what I have been saying for some time. Still better late than never.

Like most here they concentrate more on being rude and for reasons unknown deciding to play a pointless multiple identity game before coming to the conclusion I and a few others did months ago.

Whatever this is, it’s not a forum for exchanging investment views and ideas

Ceesor, there is nothing else to say. This is an investment, so buying at the right time is the the whole ball game. Too many here get caught up in the science and don’t pay near enough attention to the actual single most important factor.

Anyway I have a very nice lunch hoping into view so just one quick do and roll on the vino calypso.

Ceesor, the science “works” . Other wise the sp would be nonexistent. I thought that was a given.

Right now the money is a big problem. Coris looks to be a dud that they are having trouble unloading.

The only deals are small and at this time insignificant in the scale of funding required.

I imagine the running costs are increasing and the market has no clear idea how or when or how much dilution will occur. It’s all about the money until it’s not

Apart from no small deals to we will do deals but they will be small.

Ava6k looks a bust and is only significant on untreatable cancers. The fact they are still recruiting for p1b tells me that.

It looks like they have learned enough to make it work in the next trial.

It also looks like they’re trying to get long term support in place but it could be one step back before things improve.

It’s still all about the money I’m afraid and unless something changes big time it could still be quite stressful over the next few months

I think it’s coming very soon. It’s either a big deal and it carries Avct through for at least 18 months plus in which case it’s going to be already done and we might get a premium on the price as finance is no longer an issue or it’s small to tide Avct over until there’s enough P1b data to get a takeover or big deal done in which case the sp might carry on not doing very much. Clearly the mkt did not see anything to get excited about in this announcement.

Coris might have been sold but the price is likely to be peanuts and the current heights sale will continue and without a big injection of new money likely to also continue to depress the price.

Still, it certainly seems like something is going on

I have no earthly idea what you are talking about!

You are all certifiable..

Anyway got a plane to catch.

Again with the assumptions.

Maybe they are not in control of events. Why do you think they bought in the 2 neds?

The accounts were signed off with the risk caveat.

The accounts were for the year ending 2024. if they have cash until Q1 2026 that means technically they can trade until then.

However even you cannot believe you only raise money the week before it totally runs out?

I don't know what will happen anymore than anyone else, but CC has said the upfront payments will be small. Has Coris been sold yet? every month that costs money to support it. And its not expected to raise much.

Companies don't flag RI's. So it will come out of the blue, if indeed it does come.

Your "logic" would be better if you considered more scenarios and tried to game them out a bit more.

Hi Ceesor, there are too many unknowns to be able to attempt a specific answer, but thats why I always have a plan when purchasing a stock.

What do I expect it to go to, in what time frame. I will have a sell price in mind if it goes up and a sale price if it falls below my entry price so within these parameters I can gauge the financial risk reward. (For me, these won't be arbitrary, they will be based on my experience.) if it can be mechanical, it removes the emotion. And also allows potential tweaking or revisions to the plan as events unfold if they confound original expectation.

(Personally I put more weight on capital preservation then I do about trying to find a 50 bagger. Once greed gets a grip then you are done for , long term.)

Did you leave the word deleted out? (wasn't me anyway) it might however been due to you breaking LSE guidelines by not discussing AVCt and just posting simply to be rude to me?

Strangy apart from previous trades, I went on record several times saying a I was buying at 102p on the way up to the all time high of 285p. I started selling from 256p and all the way down when I realised the lft was unlikely to be commercially successful. (I also traded successfully when it fell through the 60.'s 50's and then high 40s selling at an average of over a 100% profit (I don't care about this, but you brought it up, so I do this to help you get your facts straight next time.)

I have always expressed my belief that all stock picking is a gamble. It is many here that don't agree and that it is "investing".

It is me (and some others) that remind people here routinely not to bet more than they can comfortably afford. It is fear and greed that tend to push some people into over committing.

I have never deramped. I have however expressed my opinion on the likely direction of the SP and explained my reasoning in as calm a way as I can while having to put up with never ending inaccurate and spiteful posts such as yours.

If you actually read my posts today you will clearly see see I think this is a good RNS but am puzzled as to why it has had no effect on the SP. I know, pretty dumb to do that on an investment BB, but thats me..

You have always had an inferiority complex when talking to me. Your post is simply more of the same. All the time you refuse to listen you will never learn.

"Interesting the mindset of Traders on here, presumably driven by a desperation to make money but not realising that in itself won’t make you happy"

Tell me Oxy, why did you buy a high risk Bio pharma stock then? (Why are traders desperate? What is a Trader anyway? want to open up that can of worms? Perhaps your loaded statement reveals more than you realise?

(For me this is a hobby. I bang on about the destructive qualities of fear and greed potentially destroying wealth and health.)

Ice, I don't work on prices I work on percentages. A "few pence" might be 15 or 20 or 25%. That then when/if it does then appreciate will make a big difference to the overall gain.

Your strategy, has resulted in you sitting on a much larger holding that you expected with a bigger total deficit than had you not continually topped up so often.

My strategy has allowed me to profit from the larges ups and even downs to have made a good profit. Each to his own.

Your gambling attitude to this stock is epitomised in your false logic of "Because if a licensing deal lands while you’re out, that’s it. Game over. You won’t even see 60p, let alone buy back in anywhere near here."

Its clearly, not game over. All you are saying is that with this greater risk of buying before a deal is done (that you don't know is coming), will force the SP to more than double, (even though CC has intimated any soon-to-be-revealed deal will not be worth very much. That sounds a bit like the old affimers £2m while they do more research, type thing).

But anyway, its not game over. Once news is released there will an option to buy albeit at a higher price.

Again you don't seem to accept the basic premise that being out of a stock means there is ZERO risk attached to its movement.

You are simply fixated by greed and it colours your thinking as revealed in your posts.

Thorn, Well, that is my thinking.

I am basing it on a raise coming sooner than later. (I know your logic wanted a raise to come much later but I don't think funds allow or perhaps the risk that the later data disappoints from initial responses, might be too big a risk for AVCT to take.

So the "meaningless" SP (right up until it won't be meaningless), is sending me a mixed signal. The lack of a rise suggests that the raise is coming, but the lack of a fall might maybe indicate its around these levels. (ie 27p-30p)

Still, like all of these types of conundrums, its easy to plan around the various possibilities.

"Not reading the usual panic posts from the bore"

I have never panicked over this stock. (I have made good money from it though.)

Less hyperbole and more consideration of views that don't agree with might help everyone get along.

Ceesor, I agree, its still, clearly all about the money.

Do you buy now and hope the potential raise is close to this figure (or even higher) or do you wait in case it is at a discount to the present SP to make the risk of waiting worthwhile?