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Is that what's already in the pipeline?

https://avacta.com/therapeutics/pipeline/

You're congenitally stupid.

Unless I've misunderstood TMAC, which I probably have!

For TMAC, see claims 5 and 7/8/9.

Wow! Great find ES.

It seems to be a way of extending the circulating half-life of the pre|CISION prodrugs by linking 5140 to a serum protein OR... and this is where it gets very interesting... to a moiety that binds to a serum protein. All possibilities for that moiety are given of course (covering all bases) but amongst them are Affimers®. That would be TMAC™.

So the 'drug' is cytotoxic agent linked to 5140 linked to Affimer which binds to a serum protein which carries the drug around the body, avoiding the destruction in the liver because the liver lets serum proteins through unharmed - imagine the problems to you, me and all aninals with a liver if it didn't!

The only thing I don't understand is how, physically, the dipeptide linker (5140) is connected to both the cytotoxic agent and the Affimer when the dipeptide linker is the 'key' that fits into the FAP 'lock' in order for the FAP enzyme to cleave the prodrug off. Logic says that the Affirmer (big enough to bind to the serum protein) would need to be inside the lock space as well as the dipeptide. Probably explained within the many diagrams of chemical structures shown in the patent but not something I need to devote time to - what will be will be.

I'd just like to say that my total admiration goes to those folks who direct the research in order to define the extend and boundaries of the invention, who construct the patent specification, who write the patent application and who translate it into other languages, as well as the poor sods at the various patent offices who have to examine it for novelty.

What a mishmash of thoughts.

A reminder:

precision medicine
Medical care designed to optimize efficiency or therapeutic benefit for particular groups of patients, especially by using genetic or molecular profiling.

pre|CISION™
A clever pun ('before cutting') for a Trademarked technology platform that describes a targetted prodrug substrate that is cleaved by FAP? and only FAP?, releasing a cytotoxic agent.

The two are NOT synonymous.

https://www.londonstockexchange.com/news-article/0A45/moderna-and-merck-announce-mrna-cancer-vaccine/15756370

A statistically significant and clinically meaningful improvement in the primary endpoint of recurrence-free survival (RFS) versus KEYTRUDA.

The $580m figure isn't even correct, and certainly not for just phase 1a completion.

It's $50m upfront plus additional payments of $333.75m and $297m if developmental, regulatory and commercial milestones are reached, so $50m plus a possible maximum of an extra $630.75m IF it is successfully commercialised.

Thank you for the clarification Myles.

The 80 will be an estimate. They were expecting 3 or 4 cohorts for Phase 1a, so say 4 cohorts and a very unfortunate 5 patients per cohort, that is 20 patients, leaving 60 for Phase 1b. However, that 80 was only an estimate before the trial started. I can't see them using 30-40 on just one cancer when AS has spoken of 2 or 3 (breast being one, as I remember) and more recently has strongly suggested just two, STS and ovarian, so I'll stick with 2 cancers of 30-40 patients each (more like 30 than 40).

[Puts RAH playbook away]

gmcc, AS has spoken of two cancer arms in Phase Ib, STS and ovarian cancer, so I take this 30-40 to mean per arm. Well, I hope so as the more patients per arm, the better the stats and the better the problem finding.

All very well to say that, but WHY do you think Avacta would acquire Omega? What benefit would it provide to Avacta?

Are you saying Trinity Delta is privy to, and is releasing, price sensitive information that has been kept from the market?

I reckon you are really worried about your investment, hence this incessent ungrounded ramping.

Technically it's a $50m bet that any further payments are more than rewarded by eventual sales.

Triumph of fact over fantasy there MrRiply. Not called Rippers for nothing!

Lol at 52 week low of 1.17p and graph immediately below showing the fat finger event (should have been 117p).

Anyway...

"updated valuation is £587m, equivalent to 221p/share with potential upside from positive AVA6000 updates."

It was actually AS who said Avacta should retain the lead asset. I think that was a bargaining position though, and a fall back. The fund raise has since made Avacta's hand stronger anyway.

I'm any case, I think TMAC is (potentially) Avacta's lead asset and that AS and the team would derive greatest satisfaction in taking that to the clinic, without the distraction of the clinical development of AV.A6000. There are also potential Affimer drugs to get to the clinic, plenty of them.

I take it the Power Tower to ACCIONA has been accounted for in an earlier month?

Could it be for Extreme E after a refit?

Or, as you say, to somewhere that AFC aren't going to tell us about - as it would mean communicating information (which might do the SP some good).

I'd take AVA6000 over any of these any day of the week.

Non-Radiopharmaceuticals
• Avacta Life Sciences Ltd
AVA6000- FAP activated pro-drug of doxorubicin
• Roche
Multiple FAP targeted non RLT
RO7300490
RO7122290
RO6874281
RO6874281
• Molecular Partners AG
MP0317, a tri-specific fibroblast activation protein (FAP) x
CD40 DARPin® drug candidate

Radiopharmaceuticals
• Clovis Oncology
68 Ga-FAP-2286 (Imaging)
177 Lu-FAP-2286 (Therapeutic)
• SOFIE
[ 68 Ga]FAPI-46 (Imaging)

You hold shares in Avacta, not AVA6000. If AVA6000 was bought, Avacta would have more cash and the SP would probably go up.

Can't believe I'm answering this.