Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Just as well informed as ever.
No two pri cks.
****** just go away you are not invested why keep posting pr ick
Here is what my A.I. thinks about #AVCT https://x.com/SwazersC/status/1791491651174596806
Swazers, what do you anticipate going forward?
You should bother to read entire thread if you are going to comment that it’s FUD. 🤦♂️
Can't see most of this, but is the new moronic fud that the 2w study will be canned?
What a stupid notion....
Maybe 🤔. We will see what happens regardless. Totally cool either way, glad my outlandish assumption to prove a point earlier got some decent discussion even though wasn’t that serious. Thanks for the input. 😊💯
Ice, a quick thought re “ Once approved they could look at optimising the drug further maybe even doing trials on 1w interval but get the drug approved first.”
Maybe the Q2W is exactly what the FDA and related drug regulatory agencies think is the best way forward? Avacta won’t have changed to this without very good reason. Only Avacta know all of the results so far. Equally, maybe Q3W isn’t as good as they thought it would be, but crunching the data suggests Q2W is the way forward?
Wow.......just bought a few more .......the mind boggles and how this can be such a gift when we are so close......all I can say is thank you.
Again with the fraudster 🤣🤣🤣. Obsessed. Thought I was filtered….
What I would like to understand is what do other companies do when they are trying to approve drugs, our trial design so far seems OTT we got 10 biopsies when other companies don’t even bother, went to cohort 7 etc. it just seems they are overdoing the process. Was the 2w study really necessary or was it just an added bonus to get more data. If our new CEO is doing top down analysis and everything is on the table, I would have thought everything would be getting looked at. Could Avacta get approval with the current 3w data to obtain an optimal dose for approval? I think they could, however maybe I’m missing something. Once approved they could look at optimising the drug further maybe even doing trials on 1w interval but get the drug approved first.
The exceptionally young retiree/fraudster is an idiot. It works though, I've just bought a 3d tiger t-shirt from Temu.
The 2 week study aligns with the FDAs preferred approach, it's happening for a reason:
fda.gov/about-fda/oncology-center-excellence/project-optimus
I forgot to add this, mea culpa, sorry! Looking at trials for Orphan Drugs in cancer:
https://www.bmj.com/content/381/bmj-2022-073242
I imagine she'll want some ducks in a row before the AGM. Apart from the obvious Qs it'd be good to have some of exactly the same questions as last year asking. I'd be interested to know her opinions on fair value / boosting etc.
Ice, afternoon, looking at the data so far released re Q3W - suggestions of efficacy and confirming safety - makes me think Q2W is the right thing to do. The drug safety committee of Avacta will be in close contact with the FDA, MHRA, EMA etc to make sure everyone is happy with the way the trial is proceeding. They want to get as much data as possible from this small group to safely design the ongoing trials. Literally building on very solid foundations. You raise an important point about other warheads. This Q2W trial will be adding data that will influence how newer agents get trialled. The Q2W study, to me, really is important.
Thorn wrote....
And some might be in the middle or on the sidelines trying to weigh the risks and benefits.
So nice not just to hear about the imminent 'big deal'?
-------------------------------+
Who gives a damn about your opinion?
Nobody dosser
Ffs. The two week trial has been requested. No way they’re scrapping it as it is the ‘agreed’ way forward and fastest route to approval & TO imo.
Seriously, the lack of patience in this board. It’s like everyone has ADHD or too much Bolivian marching powder.
Chill out, it’s Friday, log off, have a beer. Enjoy the sun .
Is Thorn Wyndrum and Wyndrum Thorn.
You both are pathetic individuals with incessant facts that most of the time are your assumptions and opinions.
Wyndrum backs heads or tails all the time.
Thorn is just moronic in is shorting parody attempt to try as a non-shareholder to pull Avacta to pieces.
Don't care for either of them and probably the type of persons up their own rses.
They both have an explicit agenda and I do not get why they are still on this board.
Dossers.
CTSFO, could the results in theory be so good in cohort 1 the FDA have said look this is the dose level we want for you to move forward with so no need to continue with cohort 2-3-4?
Just to add to the discussion. We’ve got to remember AVA6000 has Orphan Drug Status, and its development pathway reflects this. Cancelling Q2W wouldn’t be a good idea. It will add essential data into the phase 2 and 3 trials of the drug.
A double blind study is the gold standard, but again because of Orphan Drug Status it MIGHT not be necessary. Excuse the block caps. I think the company has mentioned a AVA6000 vs plain doxorubicin trial. But because so much is already known about plain doxorubicin and its limitations in STS, a comparison trial might not be necessary. The small numbers of patients presenting with STS also makes it more challenging to get enough patients into a trial designed and powered to show a statistically significant difference. Not saying it won’t happen, but would be very surprised to see Q2W stopped.
PS the bar to replace Dox is so low they have already achieved that at the 3w dose regimen level imo. This 2w dose is to try improve efficacy further (is it really required or just part of Avacta ott data rich trials). If they are looking at finances don’t see why they couldn’t streamline things down and crack on. Especially considering the other warheads they are developing will likely make AVA6000 redundant in the longterm anyways.
Do you actually bother to read my posts before you type. ;)
Thorn thought we were drinking buddies, don’t you remember we work in the ROOM together.. 🤣🤣👍
Olderandwiser - I think it is possible but I don't think it is a good idea. We could get DLTs in one of these cohorts (they get 50% more cumulative dose over 12weeks than Q3W) and the purpose of Q2W beyond S&T is to see if a more frequent dose improves efficacy due to the lack of toxicity on the Q3W. To not complete this would be a massive missed opportunity. Then you next phases takes longer and therefore costs more and the outcome might not be as good as it could have been. I think there is zero chance they chance course as a result. The better data they have the more likely you replace Dox as SOC and get AA.