The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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They must know what percentage is excreted unchanged (dose administered minus 'leaving group?).
A question for next week?
I await your reply.
Because straight Dox is excreted as straight Dox Alberan.
AVA6000 Dox might be excreted as AVA6000 before it gets a chance to 'meet the tumour' and do its job, to be released in the TME after which it should be excreted as cleared Dox, because that's what it is.
But it starts as uncleaved Dox.
What percentage is excreted uncleaved Alderbaran?
Do you know or was your post one of those one liners that imply certain knowledge?
Apologies if you're a Professor of Oncological Pharmacodynamics.
Are you?
Careful what you wish for indeed. HE1 replaced their CEO and the new one (Lorna) duly sold every single existing shareholder down the river to the tune of a 95% dilution. Effectively gave the company away to the spivs.
I'm more supportive of retaining AS but surrounding him with the right experience for this phase of the venture.
Alan has ~1.64m shares in the Joint Share Ownership Plan (JSOP), Gardiner 150k. Also ~5.1m (4m @ 10p) and ~1.6m (1m) respectively in the Executive Share Oprion Scheme.
Not sure what, if any, performance criteria are attached, but all seem ‘exercisable’ on dates alone.
RNS 23 Apr 6.5m shares in the LTIP and ESOS (this the latter above), available from 26 April. So just short of covering all the options. My understanding anyway?
So are we going to see whatever shares can be exercised actually be purchased outright and any taxes due paid with real money (i.e not covered by selling to cover costs) ahead of results or AGM?
Then some good news and SP recovery. Fate of CEO and CFO TBA.
GLA
Be careful what you wish for, shareholders don’t chose CEO’s they may just promote Tony Gardiner as a reward for getting rid of so many ungrateful small-time investors, then we’ll have problems.
Energyshares...If they are looking at RTOR could the introduction of the 2W trial be part of the process agreed with the FDA.
Will be at least 95% voting Alan out.
Another way to move to a quicker FDA approval.
I wonder if Avacta have signed up.
AVA6000 meets all the criteria:
Purpose of the RTOR
The Oncology Center of Excellence Real-Time Oncology Review (RTOR) aims to provide a more efficient review process to ensure that safe and effective treatments are available to patients as early as possible, while improving review quality and engaging in early iterative communication with the applicant.
RTOR facilitates earlier submission of topline efficacy and safety results, prior to the submission of the complete application, to support an earlier start to the FDA’s evaluation of the application.
Submissions to be considered for the RTOR program should meet the following criteria:
* Drugs likely to demonstrate substantial improvements over available therapy or meeting criteria for Expedited Programs.
* Straightforward study designs.
* Endpoints that can be easily interpreted (e.g., overall survival, response rates, etc.).
FDA will also consider whether adequate dose optimization has been performed to support the proposed dosage. Submissions with greater complexity will be considered for RTOR on a case by case basis. Additionally, FDA prefers the Assessment Aid (AAid)be used with RTOR.
https://www.fda.gov/about-fda/oncology-center-excellence/real-time-oncology-review
There's a lot of science here Gje and we're all allowed an opinion.
I'm inclined to think that AVA6000 will prove to be rather good in the right patient groups and Avacta will do very well.
I'm planning to invest accordingly but I don't trust posts that contain certainties and absolutes, you've only got to read the majority of posts to realise that most have made their mind up and are completely deaf and blind to any changes that might have occurred along the way.
Thanks for you in-depth and detailed posts though and lets hope that there's a bit more to help guide us during next weeks presentation.
Thorn.
Why would cleaved dox behave any different to straight dox?
I'll wait
They were taken 24h after the dose of ava6000 was administered - see here: https://avacta.com/wp-content/uploads/2023/02/MASTER-DECK-Avacta-Science-Day-23.02.23_compressed-1.pdf
I suspect that any dox cleaved by fap will be absorbed in the same way as straight dox and so will have a half life of 20-48h before being excreted, although it's not stated whether this applies to tumour tissue as well.
I can see a dosing regimen where dox to the tumour is topped up frequently so as to counter this half life excretion and maintain the assault on the tumour cell division, as working well. I'm sure that Avacta scientists and the clinicians involved are all itching to try these various approaches and it's just the reality of business, time, resources etc. which are limiting this to 2 weeks, with the focus remaining on getting this through and approved.
AS needs to take note at what has happened today at Coro where 73% of investors have voted to remove the CEO and he has been forced to leave to company. Smith has currently lost the retail investors and needs to turn things around and regain trust and quickly.
Thanks Gje.
How long after AVA6000 administration was the tissue biopsy data taken?
If AVA6000 is indeed flushed from the body rather quicker than anticipated (I'm not a mouse) does that mean that elevated tissue levels are also rather transient?
Do you know?
Are you offering a Guarantee Certificate that tissue levels are maintained and that the total Area Under the Curve is sufficiently high to do the job.
Because I don't know, unlike BV who appears to think he does.
Someone has to carry the can for that diastrous raise and the decision not to take more funds when it was oversubscribed only then to allow heights to dilute at 42p a few weeks later. Yes avacta might have thought the SP would be higher after the data release but again shows his lack of commercial acumen. Think everyone knows the science is outstanding and the data is is fantastic so its already priced in.
What the market wants is funding news i.e. deals and progress on that front. AS should know that but he clearly doesn't and ontop of the decision to throw money at Dx just compounds his error. Probably a great scientist but not a CEO who is going to really drive value out of this platform to the maximum benefit of shareholders which should be his primary concern. The science will take care of itself
Anyway, heights still dumping so expecting this to fall back to 38p but no lower and then should go on a nice run with the right CEO appointment and materialisztion of actual deals plus a real plan to move to the NASDAQ
Oh dear Nysize....
When is all this pain and suffering due to start? I'll mark it off the calendar
(sounds like it has already got you though.....)
The clinical trial mentioned in the following passage about a typical day in the life of Dr William Tap at MSK Cancer Centre was ours!!
“11:15 AM: Jason Chan, one of Dr. Tap’s two medical oncology fellows, pokes his head in the doorway. (Dr. Tap has a general open-door policy.) He’s just met with a patient and wants to give Dr. Tap the rundown. The person is considering leaving her primary oncologist, near her home, and coming to MSK.
The woman has been diagnosed with gastrointestinal stromal tumor (GIST), a rare cancer that develops in the digestive tract. Dr. Tap’s visit with the family lasts nearly 30 minutes. He explains that MSK’s extensive expertise offers the best hope for a positive outcome, but also suggests he can coordinate care with her local oncologist. “What she really needs is to be treated here on a clinical trial,” he says after he leaves her consultation room. But all he can offer today is guidance.”
Outsmarting Sarcoma: How MSK’s Experts Are Advancing Treatment and Research Progress | Memorial Sloan Kettering Cancer Center
Cj62 ------
That had occurred to me also.
One being AS has stepped down with CC taking the reins
I have heard that there will be 'important announcements'next week during the preliminary results.
18 March to 26 April inclu.
I agree with you Energyshares...WHY...???
The Closed Period is normally 30days...not 40days...
'The close period, in accounting, is the time span covering the completion of a company's finances and the subsequent release of those financials to the public. During the close period, insiders are prohibited from trading company shares or making any relevant information public before it is officially
announced.'
Now is 40 based on 30 plus 10 days to cover Insiders linked to the Placing.
We will see soon enough...
I thought he was just another inbred halfwit. GLA
I've never said it's evil to make money wynbore. It's just that some of us can make it without having to stoop so low as to spend our lives on here spreading FUD to try to cheat people out of their shares. What you do is one step below street begging.
You're like the most extreme caricature comedy sketch pub bore who ever lived. A sad little 2k trader with a long history of 90% losses, yet you pompously dish out advice to people who are much more successful in life than you'll ever be and who regard you as a pathetic mentally ill waste of oxygen.
Yeah, karma is real wynbore. You'll suffer for the rest of your life for the misery you've inflicted here. In fact I heard that somebody here has paid a voodoo priest to hex you up, so that you'll endure extreme agony beyond anything you can possibly imagine. What a shame. You brought it on yourself though.
Ice its because he's down to his last 10m on the 9th April he had 11m . Not a bad loss rate 😂😂😂😂