Member Info for Aldebaran

Data should show a step change in p1b as avacta are using tempus AI to fine tune patient population plus they seem to have figured out which dosing regime works best.

I've no doubt there will be an improvement in the data. Again. What I'd like to see is how anthracycline naive patients respond. Hope there's a good few in each indication on trial as that is prob the best indication of how a P2 would go.

Is there any reason for it not to work at this point?

Commercially yes, sp yes agree it's awful but scientifically all evidence points to this being a blockbuster platform technology. We all agree on that right?

Ava6k against dox is basically 75mg of dox every 3 weeks versus 250mg+ of dox every 2 or 3 weeks.

Let's go back to basics and remember that this is just a new delivery mechanism. The original investment thesis is that if the delivery system works then ava6k can't be any less effective than straight dox and because you can dose at higher and more frequent doses it should be better. It's already proven unequivocally miles safer.

Anyway, avacta won't get to p2 as they'll be brought out once tnbc data proves it works in that indication also, and why wouldn't it?

Honestly riles me up how slow and tedious this hole process is. People are literally dying. Every day unnecessarily.

Thorn isn't even invested which makes it even sadder.

#AVCT The foundation of the Avacta value proposition is based on its IP. Lets take a look.

PreCISION was born out of Tufts University by some genius work from William Bachovchin. Make no mistake this guy is an expert on FAP, linkers, PDCs. He designed the linker that is so unique it is only cleaved by FAP.

facultyprofiles.tufts.edu/william-bachov…

His son David has his own lab at MSK 'The Daniel Bachovchin lab' (our primary trial site where various members of the SAB work, no coincidence we started in the US there)

Well worth a read here guys n gals

https://x.com/AM231982/status/1917529040103014660?t=TLVWOwVsaj_F5d3dwBq-3A&s=19

Hindsight traders only ever post there wins like they're some kind of prophetic geniuses haha

Fooling nobody

My prediction is that there will be no warning beforehand. Avacta have kept a pretty tight ship lately. Well just get a red dot and announcement and you're either in or out. Price will gap open lord knows how high and it'll be nothing but NT NT NT.

You'll have to look back at this date with avacta valued just over 100m and with all the information you have wonder why you didn't throw the kitchen sink at her instead of trying to penny pinch and Dave 10% on a entry. Timing the market is a mugs game

BP are aware if most if not all ongoing clinical trials. Their modus operandi is to buy technology not develop it when all said and done. As CC put it, it takes many dates before an agreement is signed. And as stated in PL note we have significant partnership interest in our platform. Also, not only do and have avacta presented at multiple major oncology conferences over the past few years but there is multiple connections to BP through our BOD and of course directly to DS with our affimers. In a nutshell BP are aware of us I don't think anyone can disagree.

So why haven't they made a bid yet?

2 scenarios

Either they're just not interested, possible but unlikely given the significant disruption to ADC's we pose and the likes of Novartis have a great big bap in this space

They are interested, they have had multiple dates with avacta and are waiting on a specific inflexion point in the data to make a move. What will that inflecion point be? Full P2 data? Or just into P2 or after enough data from P1b.

What does p2 tell us that p1b and p1a and all the preclinical work in 6103 and 3996 doesn't? My view is not a lot, it's just more of the same just in greater numbers.

SGC has no standard of care, but treating patients with 6k leaves them feeling much better and increases their PFS. It's a certainty this gets accelerated approval I don't care what anyone says. It'll come.

So either BP will move on p1b data or once AA achieved and it's at one of these points they can justify the likely gargantuan price tag CC and the team have placed on this.

Yawn

Rah although a mighty bell end. Is right here.

Agree Pedro

The bored have already spelt it out in big bright neon signs. PARTNERSHIP

It's a matter of when. All data being reviewed under NDA and the more roadshows and events avacta do the more likely others will want in improving avactas negotiating strength.

End off the day plenty of people have money, who else has the keys to unlock FAP? We're in a stronger position than most think even if the SP is on its backside because of 2.6% dilution and an irrational frightened over sensitive and frankly useless market.

If fda are going to approve it why haven't they already

If price is going to rise why hasn't it already

If precision is so goof why hasn't it been brought already

Why aren't patience who are taking it cured already

Your right. Wait for all those things then invest if you can.

Meanwhile for anyone normal who sees the point of doing actual research and taking a bit of a chance for life changing gains you can't go two wrong with avacta

Some people are here because they want to spread fud and drive down price so they can buy cheap thats all it is. Such as talking about half life of ava6000 which has been explicitly explained multiple times lmao

When avactas micropeptide is not seen by the immune system that is a huge advantage over ADC's so is the small molecule manufacturing costs and timeliness and of course no need for complicated internalisation.

Our PDC is superior to ADC's already and we know how much as bin spent on ADC's.

Lot of money was made on them by people who took the chance and same will happen here

People made a fortune off Microsoft

And netflix

And tesla and they will from avacta

The argument "if X is going to happen why hasn't it already" is hilarious. You could say that about anything.

If netflix is the future why isn't blockbuster insolvent already?

If there will be a PC in every home in the country why isn't there already?

If Tesla are going to develop AI robots why haven't they already

If point bio is going to be taken over why hasn't it already

Haha lmao

The market is irrational and bipolar mispricing assets all the time and BP move when they move. A deal is announced where everyone is happy but I guess if it was going to happen it would already have happened.

Pathetic

Ttb on twitter figures here

https://x.com/Tom_The_Bomb__/status/1917474138345656400?t=57U5khXIoAq0ifTaXXhncA&s=19

Yes opti, understand and agree.

The amount of information at our fingertips is insane. Risk reward unparalleled.

Some insane numbers being quoted on twitter right now about peak sales forecasts.

Remember every step in this trial derisks the next.

Ava6k p1a trial lasted so long due to its overwhelming success and now gives oncologists greater flexibility in dosing strength and frequency. It was unethical to leave any efficacy on the table so the right thing to do was to keep going until DLT's started to appear.

The hard lifting was done during P1a, we will reap the rewards soon enough

P1b is a short small proxy p2 trial derisking P2.

From PL initiation note on 13th March..page 5.

Ava6k SGC 250m 2030 20% chance of success

Ava6k BC 700m 2032 15% chance of success

Ava6k STS 200m 2032 10% chance of success

I mean, it's just laughable to think the chance of success is so low and that we won't get accelerated approval for SGC followed by rapid expansion of off label use. There's being conservative and then there I'd being ludicrous.

My view is that there's a 100% certaintiy of accelerated approval for ava6k in SGC and everything else follows. Can BP allow avacta to get to that point? I seriously doubt it as then we don't need them and become a massive threat to there already under threat suite of oncology drugs.

TO this year