Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
C2H...
https://avacta.com/wp-content/uploads/2023/06/Avacta-AGM-2023-presentations.pdf
Page 26 will give you some of the numbers you're looking for.
I wish he'd been around for 4D and DVRG, or that I'd listened to myself properly.
That's the long and the short of it, dox only released where needed instead of acting against whatever it comes across. So much greater concentrations where needed Vs std dox.
Where the fapa is, so outside, just like dox floating in the blood stream would arrive.
Livedataacccount, no.
It's going to taken up exactly the same as dox injected into the site works be taken up, because it is dox, it's not like dox, similar to dox or identical to dox, it is dox, and it will do what dox does which from what I can tell, based on the wounds it causes when there are injection issues, is kill cells.
It's not even that it's incomplete, the purpose of this phase is to answer the question 'does it kill you quicker than your cancer does' the cancer's shouldn't be susceptible to doxy. So zero shrinkage but no 'death by chemo' world be a great result, which we can prove already. The question is how much can we use as we are already at dosages that would be effective if the cancer was susceptible to doxy.
Here's the kicker though, we are at high enough levels that doxy might be having a beneficial effect where it is not expected to, it at least where it is not the normal treatment.
So the data you are asking for is not the point of this trial.
Ok my bad, didn't spot /kg Vs /m2 I'd still argue it's very very common to dose animals to many multiples of human doses.
So who is feeding whomever originally declared that they were unequal?
Mice 12mg/kg cohort 4 is 200mg/kg so as usual touk is so wrong it'd be funny.
Not even a Sunday scientist, spent a month looking at the wrong companies ticker.
just thought i'd laugh at the article before someone comes along and treats it like actual research. not posting it as it's that ****e that traffic should not be driven to it.
Ok so this is a stiffle an alcyst but... 7x revenue seen as cheap, recent deal.
https://endpts.com/biogen-to-buy-neurology-drugmaker-reata-for-7-3b-in-cash/
I'm not sure what the two have to do with each other, a bid (hostile or otherwise) will start once the bidder thinks that the risk of not bidding is greater than the risk of bidding, and this might occur if they are convinced of the safeness and/or efficacy before publication much like many here are convinced that we are in a good position.
Whether a hostile bid would succeed has been covered before, but they can try whenever they feel like, and whenever it suits their risk profile, which will differ company by company.
They are at 15x our Mcap, no revenue to speak of like us, do they really have 15x the potential? I suspect that the truth lies between the two, we are under and they are overvalued.
I've done some sums on the black mass and what it's components could be sold for a 8,300 tons per year, and revenue wise it could be cĀ£70M, add in maybe Ā£10m for processing into constituent parts, and assume that gate fees cover the running on the plant, another Ā£10m for other random expenses and Ā£50m per shift is achievable, mostly profit. I see the Ā£26m Mcap as being very much on the low side and once processing should be good for a rerate as the accounts come in.
What are the two MCaps and actual and predicted revenue over the next 2 years? I suspect a massive disparity.
Well it's what this round or the next one.
And you've ignored any other pharma.
What do they update it with? what assumptions? finding DLTs, not finding DLTs, assume 1 patient dies and needs replacing?
Being entirely in the dark is not that surprising when you actually think about it.
The patients are very ill, one could easily die, at which point investigations as to whether that is an extreme DLT needs to take place.
Or they find DLTs in which case they add 3 more people to see if it is a one off or common.
So either of those can both add to the length of a phase, or end the trial, so what dates do you give, the expected dataes with no issues (inferring there being not DLTs found ever), or do you assume that some issues will occur.
Try and think before knocking things, there are many variables.
Interesting that it can do that!