Biotech & Rare Earths Investor & Occasional Trader

England
bennythedip retweeted
In my personal view 2026 will be a defining point for #AVCT and ultimately for long term cancer patients. Thanks to all shareholders and stakeholders for their support.
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bennythedip retweeted
It’s been highly impressive to watch the speed at which @coughlin582 and her team have expedited AVA6103 and AVA6207 since I joined the board of #AVCT a little over 6 months ago. The pre|CISION technology which sits behind these drugs is nothing short of groundbreaking.
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bennythedip retweeted
Delighted to have assisted the team at Avacta. Thanks to the team at Zeus and our quality CEO. David Bryant will add considerable value on the commercial side Now the fun begins 🧨🥳#AVCT
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bennythedip retweeted
This is not the exchange. Management is unable to make the CLN work for the company, unable to articulate the investment case, and unable to create the promised incremental value. The tech is too good to be strangled by this management.
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#Avct @avacta @coughlin582 @Tom_The_Bomb__ @Littleboyblue75 @AndrewDigby3 @YorkshirPuddin @boy_cellar Posted on LSE If in agreement with this letter print & post to CEO, tweet & retweet on X Dr Christina Coughlin Chief Exective Officer Avacta Group PLC Scale Space White City Imperial College Campus 58 Wood Lane London W12 7RZ Dear Dr. Coughlin, I am writing to express my concern regarding the lack of commercial progress over the past 12 months. Following the Investor Meeting and Q&A on April 30, 2024, you outlined four key priorities for the board, which I wish to address. 1. Pipeline - Shareholders have unwavering confidence in our scientists and Scientific Advisory Board. Their expertise and dedication are highly valued, and their contributions remain a cornerstone of the business. 2. Financing - You stated during the Q&A that the board was actively pursuing funding to support innovation, with “everything on the table” and a commitment to provide a prompt update. Regrettably, no such update has been forthcoming. Shareholders urgently seek clarity on the board’s strategy to secure financing and the timeline for communicating progress. 3. Diagnostics - Shareholders widely commend the board for successfully completing the sale of the diagnostics division, a positive milestone for the company. 4. Board Composition - There is a widely held view among shareholders that the board lacks sufficient commercial expertise. Investors expect leadership with proven industry experience, deep market knowledge, and a clear vision to navigate the complexities of our sector effectively. Additionally, I wish to address the Convertible Loan Note (CLN), which has been a significant concern for shareholders over the past year. Approved by four of the seven current board members, this instrument’s quarterly repayments and subsequent share issuances have severely undermined market sentiment, contributing to a five-year low in the company’s stock price as of this writing. The board’s failure to anticipate this impact raises serious questions about its commercial judgment, reinforcing concerns about its composition. Moreover, there is a consensus among shareholders that the board has not provided a credible explanation for its inability to resolve this issue. During the Q&A, you acknowledged shareholder concerns, stating, “We hear your concerns.” However, the board’s actions appear inconsistent with prior commitments. For instance, in April 2024, you emphasised that funding innovation was a “key priority” and promised answers “in a short bit of time.” Yet, nearly a year later, the board has attributed challenges to the commercial environment while proceeding with stock conversions, despite previously signaling that the diagnostics division disposal were factors in historic decisions. This disconnect has led shareholders to question whether the board possesses the necessary skill set to lead effectively. I urge the board to address these issues with transparency and urgency. Specifically, I request: - A detailed update on financing plans ( as promised 30th April 2024 ) and CLN resolution strategy within the next 30 days. - A clear plan to strengthen the board with commercially experienced leaders, including a timeline for recruitment. In conclusion, shareholders hold the work of our scientists and Scientific Advisory Board in the highest regard but remain concerned that the board, in its current composition, may not be optimally positioned to drive the company’s commercial success. I urge the board to address these concerns with urgency and look forward to your prompt response and tangible progress on these matters. Yours Sincerely CC - Mr Shaun Chilton
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bennythedip retweeted
@coughlin582 @ICRPR Consilium, as the primary contact for #AVCT Investor Relations, could you please actually engage with investors. Your consistent lack of response to inquiries and emails is both disrespectful and discourteous to Avacta shareholders. Or, alternatively, @avacta could you appoint a firm that will, at the very least, acknowledge investor communications.
Avacta is pleased to announce that Consilium Strategic Communications has been appointed as the Company's investor and media relations advisors with immediate effect. consilium-comms.com #AVCT
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bennythedip retweeted
#AVCT"Strong bullish bias"? Is institutional positioning occurring for #AVCT Let's find out👇👇🧐🤖I was asked to print one of our new Dark Pool Institutional Analysis Reports (DPR) for #AVCT Please like & share. #TriFusionAI #AI #FTSE #swazcharts
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#AVCT @avacta @coughlin582 I read this tweet and immediately thought of my friends at scale space 🙋‍♂️
Why is it that the strong companies fundamentally are the weak companies at self promotion.. I can see a number of companies that are likely to be worth 100% more (at least) over the next twelve months. They generate revs, are close to profit or making profit and listed, but yet no one is prepared to buy because the PR is so poor. Not just from the likes of shitty pr companies but from the companies themselves. Sadly these companies just take longer to be noticed.
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bennythedip retweeted
I'll ask again.... @coughlin582 @avacta @hughesy0707 Scientifically, looking fantastic (albeit slow) Commercialy, naive Sort it please. LTH deserve better #AVCT
Did you ever get any engagement with the company after this tweet @hughesy0707?? 🤔 #AVCT
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Apple, Tesla Would Pay More in Taxes Under Trump, Lutnick Says youtu.be/1iTNvHkSrf0?si=WEr6… via @YouTube
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bennythedip retweeted
Nearly 12,000 people have signed the #EnhertuEmergency petition so please keep it going!
#EnhertuEmergency METUPUK is disappointed with the decision to not recommend Enhertu in England. Patients are waiting for a deal to be reached, but time is short Together with @BreastCancerNow we are promoting the #EnhertuNow petition. Please sign & share buff.ly/3wFo4Bn
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@kate_rackham Good Morning, if you follow me I can DM you the information.
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Remarkable trial results from Avacta's tumor targeting drug outsourcing-pharma.com/Headl…
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@kate_rackham did you get the info as I’m a bit of an idiot on Twitter
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AS in fairness did take the time to reply to my email where I raised the concern over comms. I fear this is just a polite “thanks for your feedback” and tangible change is unlikely However, the Co are now more than aware of the feelings shared by 75%+ of their shareholder base
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Small-cap biotechs are going extinct in this country. I'm taking a brief look at AstraZeneca's decision to build its new factory in Ireland, as it appears even the titans are being discouraged from growing in the UK. #AVCT #POLX #HVO #POLX #RENE #AZN investingstrategy.co.uk/fina…
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If P1a PK data is as anticipated ….is it unreasonable to assume ascertaining MTD is all that stands between AVA6k obtaining FDA breakthrough approval ? Could get exciting hereabouts sooner that folk think #AVCT
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bennythedip retweeted
..backed #AVCT to the tune of £55m, even BEFORE the #AVA6000 data was released two weeks ago. It's no wonder that @avacta looks to be setting itself up for a splitting of the divisions, and a listing on NASDAQ of Therapeutics (which IMO will fetch a valuation of multiples). 3/3
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bennythedip retweeted
...frustrated that UK fund managers are - on the whole - useless at identifying biotech unicorns. The very obvious insinuation being: #AVCT has just revealed an industry-changing breakthrough, and UK instos haven't batted an eyelid. US powerhouse Susquehanna... 2/3
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