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The only wasted time Ndn is your comments on this BB.
You have been here for so long, and there’s so much negativity towards you from most readers and posters, and your STILL posting drivel.
Anyone else, in their right mind, would have shut up by now.
So, only reason you would still be here, is your paid to post subtle negativity on this share.
Paid de-ramper… and we see you for what you are.
my mistake its a tthousand million thats a billion not 100 miliion so even more so a share.
**** me laaa. Bring up a bash. Have your bash proven wrong and answered. Claim the answer isn’t the answer. Amazing. ****ing useless poster NDN.
Here is an example from Point Bio license agreement with Bach ScI and Avacta
https://www.sec.gov/Archives/edgar/data/1811764/000110465921098307/R59.htm
Share options are involved as per Avacta rns on 02/02/2021
I would suggest it’s more a case of Bach getting a small cut from Avacta who will get the lions share.
Mr ripley
for the company to be valued at £1 billion, the share price only has to go to £4.00.
if we can get positive news on AVA6000, it will open up many new pipelines.
once we are selling the product and maybe before, I would suspect this company could be valued at min £10 billion if not more which would be £40.00 a share.
sorry if its ramping but with good news and lady luck it is possible.
Kong
This is a bizarre new angle. So we know that PreCision is a licensed product. But so what? Anything PreClinical and Clinical has been done by Avacta. This isn’t new news. But my god look at the big shining light on NDN. So when Avacta say we’ll make 5-10% of the Dox market, that’s all you need to know. 5-10% of 3bn or so a year that’ll be so 150-300m pa. For one drug in the preCision pipeline. But above all else it would prove the platform thereby releasing a lot of future value of a platform with a market value of $56.5bn! Or 2.5-5 billion per annum. Per…… annum. What’s the company worth then when you add in the potential of our deals with Daewoong, LG and Point which combined could be worth up to a billion. That’s with a valuation of zero on diagnostics, forgetting TMAC and putting Affimers in the bin. It’ll get harder and harder for NDN, the blindboy bell end of the board to come up with new bashes but this one is truly imaginative ****e.
I think it was Sparticus that supported NDN’s ‘balanced’ views the other night. What a joke that was. His previous two posts are clear as day - he hates Avacta and hates anyone who is likely to benefit. Chiefly, Myles.
“… we [POINT] became a sublicensee of AVACTA’s license for using the intellectual property of developing and marketing radiopharmaceutical agents.”
What a plague.
Deramping group is seriously worried AVA6000 works...
Perfect
It must be hard work finding the thing to troll. We all know the tech is licensed from Bach. No news. However, this new NDN angle is rhubarb.
From POINT’s IPO:
“In December 2020, we entered into an agreement with AVACTA (“AVACTA Agreement”). Under the AVACTA Agreement, we became a sublicensee of AVACTA’s license for using the intellectual property of developing and marketing radiopharmaceutical agents. Under this agreement, we obtained an exclusive license of AVACTA’s patent rights to use, develop, manufacture and commercialize any FAP-activated PSMA targeted radiopharmaceutical and a non-exclusive license of AVACTA’s patent rights for other FAP-activated radiopharmaceuticals arising from the licensed technology.”
Imagine being as miserable as NDN.
Major therapeutics co- development partnership based on ground-breaking co- Invention with Tufts University School of Medicine to develop drug combinations activated in the tumour micro- environment. Avacta has sole commercial rights
Just to add - in addition to a successful Pro-Dox offering higher volumes to existing patients and an increase in numbers of patients the price would be higher as it would be both a patented drug as opposed to generic Doxorubicin as well as being less toxic. A market size of $3-$5bn per year is not fanciful.
It’s worth reminding ourselves what positive initial data in the next few days could mean for the company.
In an interview in 2019 speaking about Prodox, AS said they could take a $billion market and increase the market size to $3,4,5 billion. He also said that they would aim to license it when they saw the FIRST phase 1 data I.e. very soon indeed. Furthermore he said “a license would almost certainly be accompanied by an upfront payment in the order of around $50 million, so really transformational, non-dilutive upfront capital.”
Add in milestone payments and royalties on future sales, then multiply this by 14/15 other types of chemo to which the same platform technology can be applied.
Then think about the affimer platform, hopefully soon to go into trials (possibly though LG) - potentially a better alternative to antibodies and freedom to operate around any existing antibody IP.
Then think about TMAC combining these two platforms - both immunotherapy and chemotherapy.
Then think about taking advantage of the world’s new taste for testing and retailing this range of tests through Medusa. The issue with the Covid LFT will be resolved and the requirement for testing will continue worldwide for many years.
Yes there have been delays and setbacks as with all growth companies, but I honestly don’t know how anyone can properly research everything that is going on at Avacta and not be incredibly excited about the future.
If trials are successful Pro-Doxorubicin is capable of achieving multiples of current Doxorubicin sales ($1bn per annum) as existing patients could tolerate higher and/or longer doses than are currently delivered due to lower toxicity (see below re lifetime limit). In addition the market will expand as some who don't get Dox because of other health issues could take it and there may be substitution by clinicians of Pro-Dox for other cancer treatments. The list of cancers that Doxorubicin is used for is long despite its side effects and limitations
A serious, but uncommon side effect of Doxorubicin is a decrease in the heart’s pumping capability. Therefore, there is a lifetime maximum on the amount of doxorubicin you can receive. This “lifetime maximum dose” may be lower if you have heart disease risk factors such as radiation to the chest, advancing age, and use of other heart-toxic drugs. Your doctor will check your heart function (with an ECHO test) before you may take any Doxorubicin and will monitor your heart closely during your treatment. Dose-related heart problems can occur as late as 7 or 8 years after treatments have ended.
Remember in mice you got 18 times more drug in the cancer than in the heart.
What Doxorubicin Is Used For:
Acute lymphoblastic leukemia (ALL)
Acute myeloblastic leukemia (AML)
Bone sarcoma
Breast cancer
Endometrial cancer
Gastric cancer
Head and neck cancer
Hodgkin lymphoma
Non-Hodgkin lymphoma
Liver cancer
Kidney cancer
Multiple myeloma
Neuroblastoma
Ovarian cancer
Small Cell Lung cancer
Soft tissue sarcoma
Thyomas
Thyroid cancer
Transitional cell bladder cancer
Uterine sarcoma
Wilms’ tumor
Waldenström macroglobulinemia
The market share is $ 1 billion dollars for doxorubicin but if this precision we have proves successful, I’m confident it will be much more, as more doctors will turn to it rather than others they rely on due to the toxicity
Lots of reports on doxorubicin market size etc out there. How accurate, I don’t know but quotes like this are good in recognising the potential for delivery systems like PreCision.
“Growth in the global market is set to be driven by rising incidence of cancer, development of technologically advanced systems for drug delivery ……”
https://www.prnewswire.com/news-releases/global-doxorubicin-market-to-reach-1-3-billion-by-2026--301345933.html
If anybody wants to know a bit about Doxorubicin itself and dosing this gives a quick overview
https://www.pfizer.ca/sites/default/files/202110/Doxorubicin_PM_30Sep2021_L3_EN.pdf
From the Avacta website why dollars ?
Doxorubicin is a $1bn generic drug and a standard of care for many soft tissue sarcomas despite severe cardiotoxicity issues that limits its effectiveness. In the case of Avacta’s improved version of this drug, AVA6000 pro-Doxorubicin that incorporates the pre|CISIONTM tumour targeting technology, a dramatic improvement in safety has been observed in pre-clinical animal models. If a similar reduction in cardiotoxicity is seen in humans in the phase I clinical trial of AVA6000, then there is the potential for a major license deal that could generate a transformational, non-dilutive, upfront payment of tens of millions of dollars. This funding would support all Avacta’s other programmes in future. The pre|CISIONTM technology to improve the safety of a large number of other established chemotherapies and generate similar licensing opportunities. For this reason, the Company is prioritising this programme.
The Group also benefits from revenue generating businesses in the human and veterinary diagnostics market.