Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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If they worked their way up to that sort of size, then they'd be surely paying out dividends and hence there wouldn't me much need.
Ouch, who just pinched me?
Next week is going to be MASSIVE!
Or is it the week after!
Either way it'll be a MASSIVE week shortly....
£1200 and no top slicing on the way
Insert big yellow thumb
IF, and that is obviously a massive if, Abakta can avoid being gobbled, then their IP, if its potential can be realised, could propel them to be amongst the big boys. Personally, I'm only holding out for £800, but I'll allow £1200-ish.
I know - my first purchase was around 23p and I was aware affimers could be used in DX. When I looked at company website the Therapeutics and their potential looked to have escaped attention - I think if on Nasdaq we would be double the SP we are now.
One issue is the number of irons in the fire and maybe they have done the necessary and prioritised AVA006. The number of secret squirrel partnerships that we know of but have no detail implies Avacta are content to let others do the heavy lifting - at least takes pressure of the balance sheet.
Would be good if shareholders had an update on the non Ava006 therapeutics - not after a running commentary but status has changed - dates being one if them.
Once we have proof of concept I cannot see Avacta remaining independent. I also cannot see us going for less than £2.4B and that would be cheap. The £300B quoted by others sitting slightly higher up than me (think small horse) is probably as likely as a very unlikely thing.
It was - I think early 2020. Prof Waffle not updated market but that doesn't negate its another potential opportunity. I'm guessing preclinical not up to scratch so have had to do some more - elimination Pk would be a guess. (Is that the sweet sound of donkey hooves I hear approaching).
Ava004 is one of about six programs so hopefully we will hear something about one of them.
My prediction is RNs this week with 20% rise cause of ava006 first patient. I've been wrong before. Then we get hit with ava004 submission one month later - fully funded by mad UK business dash for lfd to keep doors open
Yes it was but just to lack of resources prior to the fund raise Avacta prioritied the precision platform and rightly so imo.
The precision drugs are quicker to develop and are more likely to generate big licence deals faster. There are a large number of PD-L1 therapies on the market now so this programme was purely about getting human data. The commercial appetite for Precision pro drugs will be extremely high amongst large pharma imo. Also, the AVA600 data is critical to the TMAC program, which I think is the Jewell in the crown if Avacta’s vast pipeline.
Avacta are now using their strong balance sheet to develop bi-specific Affimer molecules, which potentially hold far more value. Again, all these programmes will also feed into the TMAC programmes.
Finally to be overlooked, it looks increasingly likely that LG Chem will take the PD-L1/XT Affimer into the clinic in the next 12 months, so no need for Avacta to progress it themselves.
Yes and thank you for the compliment.
Was it? Please tell us more.
AVA004 | PD-L1 Checkpoint Inhibitor
The PD-L1/PD-1 axis is a negative regulator of immune activation – that is, it turns off the immune response in tumours – and this “checkpoint” pathway is considered a foundational target for drug development within the immuno-oncology field. AVA004 is a novel Affimer-based agent that selectively binds to and inhibits the interaction of PD-L1 on tumour cells with PD-1 on immune cells and so prevents this signalling pathway inactivating T-cells in the tumour microenvironment. Pre-clinical pharmacodynamics and toxicology studies of AVA004 demonstrated marked pharmacological activity and the agent is well tolerated at effective doses with a wide margin of safety. In animal models, the AVA-004 PD-L1 inhibitor displayed pharmacokinetics properties distinct from currently approved PD-L1 antibodies.
Putting to one side the timeline has been missed by a mile, things seem very quiet in relation to Ava004. This program formsba cornerstone of the therapeutic use of affirmers
From the website
nd these two main programmes, the company is exploring a number of I-O antagonists and agonists, and other pre|CISION™ pro-drugs, to support future programmes and partnering.
Click on the red bars in the pipeline infographic below for more information.
pre|CISION™ AVA6000 | FAP-Activated Doxorubicin Prodrug
Pre Clinical
AVA004 | PD-L1 Checkpoint Inhibitor
Pre Clinical
AVA021 | PD-L1 Affimer® / LAG-3 Affimer Bispecific Checkpoint Inhibitor
Pre Clinical
AVA027 | PD-L1 Affimer® / TGF? Trap Bispecific
Pre Clinical
TMAC® AVA04-VbP | PD-L1 Affimer® / I-DASH Inhibitor
Lead Optimisation
Oncology – Undisclosed Checkpoint Inhibitor
Lead Optimisation
Vascularization Disorders – Undisclosed Target
Lead Optimisation
Affimer-Drug Conjugate – Undisclosed Oncology Target
Lead Optimisation
Cell and Gene Therapies
Lead Optimisation
CLOSE
AVA004 | PD-L1 Checkpoint Inhibitor
The PD-L1/PD-1 axis is a negative regulator of immune activation – that is, it turns off the immune response in tumours – and this “checkpoint” pathway is considered a foundational target for drug development within the immuno-oncology field. AVA004 is a novel Affimer-based agent that selectively binds to and inhibits the interaction of PD-L1 on tumour cells with PD-1 on immune cells and so prevents this signalling pathway inactivating T-cells in the tumour microenvironment. Pre-clinical pharmacodynamics and toxicology studies of AVA004 demonstrated marked pharmacological activity and the agent is well tolerated at effective doses with a wide margin of safety. In animal models, the AVA-004 PD-L1 inhibitor displayed pharmacokinetics properties distinct from currently approved PD-L1 antibodies.