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That FierceBiotech article documents at least a $1.5bn hit to GSK's finances. Such is cost of wrong steps and is the reason why big farmer is so cautious about The New.

Guys, guys, guys! Temu is your friend for when the handbag straps break.

Tis true.

The DSMB decision was obvious (clue: it was based on safety, not efficacy - that's the nature of a Phase 1a trial!) and the positive decision was much talked about here. ...It was baked into the share price, so no surprise then that the news caused a sell-off. I pity those that got spiked though but let that be a life lesson.

Is it us?

DanGB wrote: "From Big Pharma’s perspective: Would we want to licence AVA6000 and advance it knowing that AVA6103 and its potentially enhanced derivatives could blow it out of the water?"

I previously sort of answered this but to be more specific:

If Avacta were to offer exclusive licences for use of AVA6000 in STS and SGC (either to a single licensee or a licence each to two licensees) then it could be written into the licence agreement(s) that no other pre|CISION drug would be licensed for STS/SGC without the AVA6000 licensee(s) being offered first refusal, and this term in the agreement to be effective for x years, say 10 or 15. That would allow other companies to license or partner for AVA6103, AVA6207, etc. but not be able to take them to market approval for STS or SGC.

From a patient point of view I'd like to see multiple deals with multiple farmers for multiple drugs covering multiple indications as that would be the quickest way to make the tech available to humanity. I think in that scenario Avacta would sit at the centre, arranging deals and taking income payments from the deals. All 20 of them, plus a few in the new Finance department.

The options and combinations are myriad - multiple pre|CISION drugs with one or more warheads, multiple indications, and multiple geographic territories.

And the options for deals can go beyond simple partnering and licensing out with exclusive or non-exclusive, time-limited or -unlimited variations.

If I were a big farmer I would be interested in AVA6000 for the indications I'm interested in (SGC, STS and/orTNBC) when the efficacy data is convincing enough to make an offer because a) as first mover I'd likely get decent terms in return for the kudos of my validation, b) partnerhip in particular would give me close working access to Avacta for the technical aspects, and c) such a deal would not preclude deals for other drugs and indications in the future, for which I'd already have a foot in the door.

Yesterday's webinar is now up: https://www.investormeetcompany.com/meetings/investor-presentation-951

The Avacta company profile has been updated. Gone are Diagnostics, old AVAs and Wetherby. In comes a generic description that will last a long time:

"Avacta is a clinical stage life sciences company developing an innovative proprietary drug delivery peptide drug conjugate (PDC) platform, pre|CISION®. The pre|CISION® platform uniquely enables the repurposing of a range of oncology drugs as PDC payloads with the goal to significantly reduce toxicity and side effects for patients by concentrating the drug directly in the tumor. About Avacta – www.avacta.com"

Eggy, do you really not know why doxorubicin was 'selected'?

None of this is new but it is to you as this is the first presentation you've attended/watched.

I was very disappointed. No mention of whom we are in discussions with or names of warheads, not even the slightest subtle hint, and no word about how many $bns, not even ballpark figures. I needed those because if deals are announced out of the blue the shock may kill me.

A few small wording changes, notably more prior lines of treatment allowed.

What's happening with AVA7100 is a question that I posted during the webinar so, as that question wasn't preselected for the webinar, it won't get answered when they produce the Q&A - unless CC takes on board my frustration about how poor the published IMC Q&As are, being just an unedited voice record of what was said during the webinar (Ferry Docks, etc).

Being taken over isn't the only, nor is it probably the quickest, way to get pre|CISION drugs into real patients.

What risks do you see B2H?

It was actually my question verbatim, and I refer you to my earlier response to you in the Investor presentation thread at 11:29 on 24 Oct 2025:

"But let's look at the relative merits of a single combo drug (A) vs a two-drug combo therapy (B).

"A will have a single PK profile, B will have two PK profiles with - here it comes... - two half-lives, etc.

"A will require a single regulatory authorisation, B will require three authorisations (although the one for AVA6103 should be assumed as given) and that means clinical trials for both drugs and then for the combination therapy (so two additional sets of clinical trials for B rather than one for A), which means a lot more time and expense to get to market for what might be marginal, if any, difference in efficacy either way.

"A will have a fixed ratio of the two component drugs (supposedly 1:1), B will indeed be flexible - which seems to be your argument - but how beneficial would that be if the two components are needed to work together and different ratios (but always with more FAP-EXd) could be achieved by mixing, or giving separately, AVA6207 + AVA6103?"

yes, roll on sixteen hundred hours. just be thankful i didn't impose some of the others on you, including...

ronnie barker explaining the poster with alliteration, and again in ****ney rhyming slang.

julian clary doing it with innuendo (yes b2h, i had tried that, but it was far too crude).

the carry on cast doing a scene from a carry on movie, and again with innuendo.

donald trump speaking to an eight year old (that one was actually very easy to follow - even the hemo crowd might understand it) and again to a five year old.

meanwhile, at the macdonald's in the westfield shopping centre, near to avacta's white city labs...

Well it's clear from that that you don't know how the grading of side effects works nor what constitutes a DLT.

@MrJinx, do you know the gradings of side effects and definition of a DLT?