Discover and read the best of Twitter Threads about #AVA6000

Most recents (3)

@GarethP76 @Ophidian18 @RAH00084 This is where there is confusion amongst the #AVCT shareholder base.

Many think that the sell-off has been due to poor comms. That is not the case.

The sell-off has primarily been due to fear, driven by rumour (that of course has not been worded publicly), that @avacta...

@GarethP76 @Ophidian18 @RAH00084 @avacta planning another major Diagnostic acquisition, that would result in further equity dilution.

There has been a concern that #AVCT has not been planning its capital allocation sensibly.

Rumour-mongering starting around SD of such a deal completely negated the epic...

@GarethP76 @Ophidian18 @RAH00084 @avacta published at SD.

Mgmt has been under immense pressure from SHs in recent weeks to focus cash reserves on #AVCT Tx.

Through extensive conversations, my view is that they have listened. They are acutely aware that the value upside in Tx is of course infinitely...

Read 9 tweets
#AVCT's update today is without doubt the most significant RNS I have ever read, from any company.

Update note in the coming days, but here are some initial thoughts.

Firstly - what many want to hear - the SP at 155p (mkt cap £412m).

In my view, this will not last long. 1/20
There are many stale holders who have been underwater for 18+ months, who will be happy to take some cash out now, in this ongoing cost of living crisis. That is understandable.

There will also be traders exiting, having positioned for this update.

Furthermore, the...

...wider investment community has not yet heard of, and even more so not appreciated the significance of, today's news at #AVCT.

Finally, I will state with a high degree of confidence that today's RNS opens the floodgates for numerous more updates in the near future.

Read 20 tweets
@AnEarlofWisdom Hi Earl, I can't see any of the posts, as I'm blocked by those accounts (or I've blocked!), but I've been told there's a lot of scaremongering about various things:

1) Delay in trial;
2) Dox not activating much in TME;
3) Low cash balance, and thus possible placing coming.

@AnEarlofWisdom On the contrary, except for Cohorts 1 and 2 taking longer than expected (due to patient withdrawals - nothing whatsoever to do with #AVA6000 itself), #AVCT's progress in 2022 could not be stronger.

The DE to 200mg/m2 was the ultimate target, so that nullifies point 2) ⬆️.

@AnEarlofWisdom Licensing deals for targeted oncology drugs - even those at pre-clinical stage, like 3996 - have been monstrous in recent times (e.g. $100m cash upfront for an antibody-drug conjugate, just last month ⬇️).

#AVCT has referenced...

Read 8 tweets

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