Member Info for wyndrum

"i'm happy that that is utter ****** though with the evidence of recent data"

What.. like the LFt data? This isn't a dig at ytou particularly Tim, but we were led down the garden path before with "data" and "results", but for goodness sake, does it never cross your mind that we were duped then, we might be being duped again?

"I'm afraid gross incompetence strikes me as a suitable response in this circumstance."

Yeah, of course B2H... why wait 6- 12 months for a multi billion dollar payout and a transformation of the funds performance and pick, of all the candidates, AVCT to sell..... really? you think its incompetance? thats your unsubstantiated reason? What proof do you have of sluring the fund manager(s) competance.

This is not a spur of the moment decision is it. (they may have come to the wrong conclusion in your opinion, but they have the same data as the rest of us but probably better, less emotive analysis.)

So, lets get this straight. I don't know why DB and BG said what they dis other than what they published.

I agree with the general bullish sentiment that it seems odd that they are placing the emphasis on efficacy.

On the other hand they are both though months apart are , giving the same reason. Its safe, but doesn't seem to help.

Given everything else that has gone on within the company and the SP supporting it, it seems that view is being held through the market.

BG did not have to sell. It was a conscious decision. they could gave held for another 6-12 months just to be sure, but did not think it was even worth that.

So, 2 things again: do we really think BG do no research (worthy of the name) in their own specialist fund?

and 2: what would the reaction been here had it been apositive outcome from theirt spring clean?

This is important because this BB would have gone mental if AVCT HAD NOT got the chop. Then it would be how astute BG are, how AVCT are on the brink etc etc etc. But, because they did not, they are disccredited, just as DB are/were.

Why? because its not what you want to hear.

I know I bang on but. ... there is alot of circumstantial evidence to suggest it is not working as we had been led to believe.

No offer, sacked Ceo, collappse SP. How many red flags do yo want?

"It’s a shame when a poster sinks to the level of personal insults. Very poor form."

Two things: don't remember you hever coming to my defence whenI am continually insulted in the true meaning of the word.

Secondly it was your post I found stupid, not you.

The fact you did not justify your conclusioon and could not even read my response correctly does not raise my level of expectation of futher insights from you.

"Not fussed re BG decision, people buy and sell all the time and reasons given for selling are not always the true reasons. "

So, you are implying that BG have sold for a different reason to them being underwhelmed by the data results.

What criteria do you use to decide if a staement by a fund is true or not? (other than putting your hands over your ears and shouting "I can't hear you!")

Talk about only believe what you want to hear......one of the most remarkably stupid posts I have read here for quite some time.

" You can't have it be safer without it being more efficacious because of how it works; one begets the other."

Does it?

then why do you think when 4 x increased doses was the original trial and every dose increase confirmed safety and no MTD was ever expected, were another 3 cohorts demanded? At the time AS said it was a surprise and he thought maybe 1 or perhaps 2 extra cohorts might be enough to satisfy the trail examiners, but 3 was very unlikely. And then guess what, it goes to all 3 cohorts.

Clearly it is safe but does it in fact "work"?

You really think a fund specialising in innotive bio tech start-ups (which has a million candidates to pick from) picks the ones that it does, without understanding wht they are doing?

this argument you are putting forward is incoherrent.

It means that no one in the investing or BP world, understood what the trail was or what its parameters were. Is that likely? AVCT have contacts galore, (as we know,) presentations and data releases. Therefore it is only reasonable to assume that the phrmaceutical worls is explicitly aware of what AVCT are trying to do.

BG were underwhelmed to the extent they sold out. it ties in with no license deal or offers of any kind and an SP that continues to fall throughout the trial.

If BG have got this wrong in their conclusion then AVCT need to release an RNS very quickly to put the record straight.

You are so, so right B2h

(never drink at lunch time...)

If P1A was just about safety then why have the rampers spent the last 4 years about licensing deals and buyouts being about to drop any and every day?

Why has anybody botrhered to buy up til now if this was always going to be just inconclusive, lets see if it doesn't hurt anyone, proves only that it does no harm, trial?

Thats crap. (or as an excuse/reason its crap)

I don't know anymore, there are so many conflicting signals its impossible (for me) to have any sort of idea if its the tech not actually performing as expected, or it does and its simply money, or timescales have always been much longer then we were led to believe, who knows, but its not what I was led to believe. or expect.

But in any event, I did not expect to have a prelimanry update on P1b at the end of 2025 when the trial started in 2021.

So as I say either I was misled or something is not quite right and in the meantime the SP has cratered.

Still, high risk bio-tech. What else should I have expected?

I can say however that this BB (for all the well meaning, well researched posts) has been positively unhelpful, mis-reading and ultimately misleading every single news release since the start.

Still, I am the clown, not any of the "stay positive, keep the faith, red dot any day, so many shots on goal, be patient, its going to be bought out by AZ, Novartis, Pfizer. exceeded expectations, delay only good news, DX will be sold for £20-30m, no problem with funding, no cash raise until 2026, CC brilliant, nasdaq listing imminenr, reverse takeover, 2 brokers is great news,....

Now look at the reality, sold everything, offices, animal testing, DX division, 5 years for a 2 year trial, multiple self imposed timelines missed, collapsed SP, further dilution imminent, sacked CEO, hard to recruit senipr BoD positions, 100% failed commercial tech to date, several RI's with likely more to come and a SP close to all time lows.

And breathe.....

It simply could be this is the bstrat (5 years so far) of a very long process to refine and define the product to be used commercially.

Maybe it is going to take another 5 yeras to go through phase 2 and phase 3 and only then do we realise the value?

All I know is that AS said he never expected MTD to be found. so why were AS asked to almost double the length of cohorts to acheive that? He said there would be no phase 3 (I can't remember what he said about phase 2.)

Maybe it just is about the money.

There are insufficient funds to complete at this rate phase 1B, let alone P2 and P3

Anyway, who knows but if we are just about to release the first update on P1b (really?) then why is the SP still going down? Why are they still enrolling patients? Why hasn't s deal been done yet... wait its because they want definitive results from P1b. Therefore P1a IS NOT DEFINITIVE.

So all this it has "exceeded expectations" as for the reason for delay and extra dilution through funding and harming shareholder value does not really add up does it?

When the trial started did you in your wildest dreams, expect it take 5 years plus? When does patience transfer to delay? and why? and as for updates we have had numerous updates all the way through, along with interviews, Q&A, presentaions, science days and yet it has resulted in acollappsing SP? am I really (and a few others) the only one to think that maybe just maybe, there is more to this than a complacent "Patience is required, an outpouring of angst is not going to help, we will hear of progress in due course." remark?

Thompi, the problem I have with that view is that, given the data released it either works or it doesn't.

My best guess is that it does on some patients and not on others and it is not clear why. That is why there have been no offers that we know about and the extra cohorts.

I also think the level of it working may not be quite as ground breaking maybe, as we have been led to believe. But like I say I don't know.

I do know there has been little media attention to to AVCT, so AVCT are not pushing it, no peer reviews, no response to Pi's when we enquire directly, nor PR from AVCT's PR agency.. All of this to me with everything else I said previously, points to tech that has something but whether its been the interaction with different tumours at different stages having already been on other medication, or just the sheer bloody complexity of what they are trying to do, but for whatever reason its not anywhere near conclusive. and maybe BP saw it as promising but now its got to a cul-se-sac?

I don't know but it feels like its rabbit-out-of-the-hat time and that should not be the case after 4 years of a trial, if the trial was progressing as we have been led to believe.

"if we don’t see a turnaround soon before the AGM, we need to strongly consider firing the CEO, CBO and chairman. Then parachuting in a short term business focused CEO who will basically immediately fire sell everything. "

You are assuming there is something to sell.

If this is/was the greatest breakthrough in cancer treatment for years then do you think, given all the contacts that AVCT have made ove the years, BP don't know about this?

I have said for years that I don't know what goes on behind the scenes and that PI's have a lot less knowledge than they think they do making research a somewhat ego-puffing exercise rather than unearthing anything the market is not already aware of and thus transferred that knowledge through to the SP before we get to it.)

I am not quite as apocolyptic as you on this matter. I think they have one raise left to get through to being able to release "conclusive" p1b data. Indeed I think they will release some sort of update to justify the raise in the comming weeks/months to give a last 12 month window for the results to be revealed.

personally I am not convinced anymore that it does in fact work. I don't understand why given all the trial results to date but the SP does not lie, the longer trial has been for a reason, the CEO was sacked for a reason, it seems to take along time to get patients to enroll, and all of those outcomes above suggest something is "wrong"

The history of the company, the lack of milestone payments aso contribute to an increasing unease in how the company is run and the tech available being as good as promised.

If it does work then AVCT will succeed in spite of any shortcomings in the BoD in a business sense.

But after all this time I have gone from it works, be patient, to oh for goodness sake, get it done, to whats the delay now, to, it does work doesn't it, to, I am not sure it does work.

Ice, if the II's were against this plan they would not have allowed the BoD to be minded to accept it. It could have been rejected at the time of "offer" and the SP would have risen to 35p on this new floor. Thats when the shares could have been suspended with the forced resignation of some of the BoD while a new restructuring and hiring policy would be developed through the large II's. None of this has taken place.

It sounds to me that maybe the 35p was mooted but never even unofficially "agreed".

There seems no one in the wings, and it looks as though there are other problems in the accounts not revealed.

The SP suggests 35p will not be realised. Why or how, if this is the case, will turn out to be moot.

Based on the SP, my best guess is Sidara have walked away. (Thats why there has been no formal offer and the careful wording by the BoD was to buy time to find an 11th hour white knight.) But what do i know... like the rest here its all guess work.

"This is making extremely nervous but I'm holding on by my fingernails. The temptation to sell with all the FUD is immense. After this is wrapped up, I'll be off with my tail between my legs back to the safe haven of dividend stocks and index funds. Lesson learnt"

ISC, is one of the lessons that this BB has not been helpful to you? (Reading all the fud made you nervous. etc) Have you gained anything positive from it?

I am late to the party here (got in earlier today)

(I use TA to time exit and entry)

But the bottom was 232.5 recently and a reversal pattern using the RSI rook place at that level. It was confirmed when the SP closed above 271.50.

If/when 310p is breached it opens up to around 390-425p as a target. (That's quite broad at this stage so it will depend if and when it gets close as to what look most likely.

Anyway, 311p is key now. Downside is 271p in the short term. (imo, dyor etc)

You guys! laugh! you should do stand up...

(SP down 5% today)

( and nice to read you are back indy, atb)

I'm not sure what your expectation is Ice?

Are you in expecting the 35p offer to go through or are you expecting the deal to be rejected and Wood go it alone and carry on trading?

Funny thing is steve, I looked at the other one.......I liked it so much I bought it.....

Well, I found it interesting Steve. Thanks for highlighting it.

NFT: "Way way oversold with what’s coming."

What with a share repayment about to start?

Over sold and over bought are phrases used in Technical analysis and refer to the Relative strength indicator (RSI) which is an algo of the SP. It reflects the amount of buying/selling relative to the SP so as to give an indication to the "strength of the price action.

In this case where you say it is "way way over sold" you could not be more wrong from a TA perspective. The RSI has a range between 0-100 anything under 30 is over sold . If the RSI falls into a sub 30 range it indicates a rise is more likely as the stock has been sold too heavily and therefore will rise. (My experience says wait for an RSI of around 20 or less before buying.)

The current RSI is almost completely neutral at the close last night of 47. The fall this morning will not have put it anywhere near over sold. This means that there is plenty of room for further falls before the RSI starts to suggest a bounce is on the cards.

When the SP hit 33.75p on the 4th March the RSI was 23. It went on to rise to 42.6p before falling back.

The down trend is still intact and currently another attack on the lows of 33p is more likely than not.

Viking, come on... you know you only get deflection if you ask an inconvenient question.