Member Info for wyndrum

Where will the money come from for the listing?

How much do you think the "new" company will be valued at? (I ask because investors can buy the present company for about $180m, so what premium will the US pay just so that its listed on another market?

Is it not like saying I can buy this product at my local shop for £100 or I could go to Harrods and buy the same thing for £500? Why would you do that? The tech and the data is the same. Would it just be you think US investors are more stupid and would to pay 5 times the amount they currently need to?

"You really need to cut out some of the bull5hit as it doesn’t help anyone "

Again, I fear that is another ship that has sailed...

(It will be a bloody armada at this rate...)

Some movement this week... lets hope as a precursor, it leads to something substantial

To what end?

My bad... I stopped reading the post when it came to "then Big Pharma’s hands are tied.", not realising it would then go on to a 180 degree volte face, contradiction, in the last line.

"....then Big Pharma’s hands are tied."

I take it you have never negotiated or been involved in a negotiation worth the name.

"Harper there is no place for rudeness on the board. Thank you"

(I think that ship may have already sailed... )

:0))

Its likely Gord, that its the CLN overhang?

Everything looks on track other than the buying of the stock.

Could be a big day today. a break above 310p is the clincher but any hold above 304p looks positive.

Largo, the stock is down about 20% in the last month. It is in fact the pro-avct views that seem to be out of step with the market.

I just try to find out why some here are so convinced that this is destined for success when there are a number of red flags waving.

You call that bashing, but I try to delve slightly deeper. For instance all that chit chat here over the weekend about the posters and how has the market reacted, having viewed them themselves?

Still, as long as you're happy that's the main thing.

Oh shut up whining you lot.

Its a BB where different contrary views are aired, get over yourselves and your precious popularity contests.

Well, its a breakout, thats for sure, so now it has to hold on to it and stay above 1p.

On a slightly longer time frame you can argue its in a trading range where a close above 1.07p is the more conclusive signal.

Heady days.....

"Two institutions dumping at any price, almost certainly down to internal governance rules imo. They’ve probably been forced to sell, standard risk management procedure when shares are heading for suspension, regardless of whether it’s a technicality or something more serious."

I see its your opinion but based on what? what examples do you have that this is standard risk procedure that these two companies adhere to?

"I haven’t read a single post from the three Amigos in weeks and I’m definitely not missing anything."

How would you know?

I love your certainty, although some might say its hubris....

Is that it then? Anybody who wants to hear why posters think " this is the greatest cancer treatment for 50 years" in the face of the fact that almost every single shareholder is underwater are told to not engage.

I have to surmise that you cannot answer those very basic and obvious "elephant in the room" questions.

Just telling people either not to respond or for me to go away, hardly strengthens the bull case, does it?

If you are going to make the statement below then please answer these questions.

".. this is the greatest cancer treatment for 50 years..."

why did BG sell then having held this long?

Why has the SP continued to decline the longer the trial has continued?

why hasn't BP made an offer yet?

These aren't trick questions and its not FUD, you said " this is the greatest cancer treatment for 50 years" so please explain why the mood music for investors has been so poor for so long?

"Avct has a potentially blockbuster platform here, worth multi-Bns, but at what point does that tip into the right risk/reward profile for BP? That is hopefully a question which gets addressed soon, but is the biggest risk here for me."

Hi FP, I think that is a very fair concern and I also think gets to the most common sense of frustration here.

My worry is why haven't BP acted sooner? Basically what are they waiting for. Is it more data? and specifically the P1b dataset? in which case that does not imply P1a has done what it set out to do (safety), but this was never BP's focus.

I think that is probably the case. What it then makes me think is why the extra 3 increased doses were insisted on. I think AS knew exactly the catastrophic effect it would have on cash runway and everything stems from this. This, it feels to me, is being exacerbated by shifting the focus to Exotecan, while there is still some time yet to go on P1b, particularly as it now seems it is being rushed up into starting the first trial early next year.

So, is it because they know what they have so push for the best chemo drug available (exotecan) and don't waste any more time or money on AVA6k, or is it because AVA6k has not been as effective or predictable as expected?

fwiw, I think AVCT realise that they can't keep going to the market for money and they have very limited options now. My guess, and thats all it is, that after this many RI, they have maybe one left which has to get as far at least as having Exotecan proved to be effective with AVCT tech. (Trouble is being such a dangerous drug we are going to have safety trials first I think, which adds to the cost & time and therefore the potential dilution for shareholders. Hence floating a ND listing.

It "feels" to me as though this will on balance work, I just can't see confidently enough yet, what path will be taken for it to be commercially available. And whichever path is revealed will again, I think have huge impacts to LTH's reward.

It really is, or seems to be, about the money.

Assuming the tech works, ie it allows better outcomes then currently available then its back to money.

Being forced to sell now for a relatively small amount because of the costs of raising sufficient funds to keep the ball rolling for up to the next 5 years, or a raise of sufficient standing so that funding issues really do take a back seat.

JFK, well I, like everyone else, don't know if BP are or are not interested. Personally I think the lack of II's, TR1's, BoD buys, BG selling, and a collapsed SP over the duration of the trial suggests BP are not at this stage interested.

The question can obviously be thrown back as to why you think BP ARE interested.

I don't understand the logic of posting that you haven't read a post?

Yet more apparently solid data yet no SP reaction.

I think we all agree BP is not interested presently, which seems strange given the data releases.

I also think we agree that BP know all about AVCT, given the "endorsements " and Bod's previous work histories.

So BP know about AVCT but are seemingly content to stand on the side lines, even though it looks like AVCT have something special.

What could the reasons be:

1: underneath it all perhaps it is not as effective as we think? (Difficult to know this as the published data seems pretty conclusive: It works.) However to veer off into treating SGC where there is no competition or data set to compare the tech to, could look like the goalposts have been deliberately shifted to show how "well" it performs. (I think there is a strong whiff of that.)

2:Trial too small , too early stage? Both possible I think. If so it would from BP's pov, throw doubt as to the veracity of the results so far and therefore until at least phase 1b which is using more patients, delivers good outcomes may it then start to be considered. Even then Phase 2 may be the catalyst? (My guess would be if P1b is fantastic then surely BP will move then.)

3: BP has not the money right now that AVCT are "demanding" in terms of risk/reward. This assumes talks are taking place. This is a possibility but I would be surprised after all this time if the market had not got wind of it.

4: Its old technology. This is much harder to know. Chemo looks to be around for a while yet but for how long? I think here we sometimes get blinkered into just looking at the tech in isolation and ignore the new approaches to dealing with cancer. How do you value the AVCT approach? Its probably still a few of years away at best before its being used. What then if it has a 5-10 year life span before it starts to get overtaken by other ways of dealing with cancer? AI is going to speed up research for all methods of solving this problem, not just AVCT. This clearly won't be a light switch moment but a reduction each year of one approach and an increase in others. There is no way I can see of knowing this other than clearly and obviously, it is happening. But to what extent going forward is impossible to calibrate.

My thoughts are on the assumption it works is that Dox, seems to be from AVCT's pov, a proof of concept and not really where the market is. Its all about the next trial which then puts timelines back and then we are back to funding being an issue. If this is correct then Shareholders could be in for a rollercoaster ride.

One case is that the SP continues to fall amid RI's dilution and then rises phoenix-like as Exotecan saves the day in a few years time. Or it gets bought out very cheaply and BP develop it themselves. Or, a low bid comes in and a bidding war starts however, if it is from a low base then the final winning bid may be a lot less then ever expected.