@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.
1/8
1) Delay in trial;
2) Dox not activating much in TME;
3) Low cash balance, and thus possible placing coming.
1/8
@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) ⬆️.
2/8
The DE to 200mg/m2 was the ultimate target, so that nullifies point 2) ⬆️.
2/8
@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...
3/8
fiercebiotech.com/biotech/gsk-be…
#AVCT has referenced...
3/8
fiercebiotech.com/biotech/gsk-be…
@AnEarlofWisdom ...out-licensing a preCISION asset - but not its lead asset (which is in the clinic), 6000.
The very obvious answer is that it out-licenses 3996 to Takeda, its new next-door neighbour in London, that has recently bought shares in #AVCT.
4/8
The very obvious answer is that it out-licenses 3996 to Takeda, its new next-door neighbour in London, that has recently bought shares in #AVCT.
4/8
https://twitter.com/MylesMcNulty/status/1562742620043894785
@AnEarlofWisdom #AVCT has been range-bound for 5 months now, since early April. It's now in the home straight. The final cohort that could complete as early as the first week of November, is now underway.
@avacta is a real anomaly on AIM. Many retail punters think it's vastly overvalued...
5/8
@avacta is a real anomaly on AIM. Many retail punters think it's vastly overvalued...
5/8
@AnEarlofWisdom @avacta ....at £300m. Their reference point is simply other AIM-listed biotechs with drugs in Phase 1 trials.
Holders, however, recognize that #AVCT is a whole different kettle of fish to anything else on AIM.
It's very shortly to prove whether its platform can go on to...
6/8
Holders, however, recognize that #AVCT is a whole different kettle of fish to anything else on AIM.
It's very shortly to prove whether its platform can go on to...
6/8
@AnEarlofWisdom @avacta ...revolutionise the $70bn pa chemotherapy market (and also expand it).
We holders thus think #AVCT is vastly UNDERvalued, and could be worth several £ billions in the next couple of years.
7/8
We holders thus think #AVCT is vastly UNDERvalued, and could be worth several £ billions in the next couple of years.
7/8
@AnEarlofWisdom @avacta So, to answer your question, shorts are playing with fire, spreading FUD and hoping that #AVCT does NOT go on to revolutionize chemotherapy.
[Imagine trying to make money like that...]
That's why the SP is not rocketing on the back of incredible news (x2) in the past week.
8/8
[Imagine trying to make money like that...]
That's why the SP is not rocketing on the back of incredible news (x2) in the past week.
8/8
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