Myles tweet - TO within 12m. Strap in!!24 Oct 2024 07:42
This is possibly the most consequential RNS that @avacta #AVCT has ever put out.
"Our first program, AVA6000, demonstrates a four- to six-fold increase in the therapeutic index in the clinic and in preclinical models.... We are now seeing a 75-fold increase in therapeutic index with our recently announced exatecan program, AVA6103 in preclinical models, suggesting that AVA6103 could have an unprecedented safety profile in the clinic."
- the maximum tolerated dose of pre|CISION exatecan (AVA6103) observed is 75 times that of conventional exatecan in a daily dosing regimen;
- up to 50-fold higher warhead concentrations in the tumor versus plasma in a patient-derived xenograft model;
- AVA6103 inhibits tumor growth, with complete responses noted in a preclinical treated model (N.B. multiple CRs!).
This drug will obliterate the existing competition in the ADC space (notably, the currently market-leading Enhurtu and Trodelvy ADCs that use Top-1 inhibitors). And I don't mean just surpass; but properly obliterate.
The company has nailed the science and the platform now. It can be used to harness immensely toxic warheads - the most potent in existence; and can be used to target as much as three quarters of all cancer cases worldwide.
A truly transformational development in the field of oncology.
The UK market may not see it immediately (especially given immediate-term Budget concerns and silly games over the HCI bond), but the world of Big Pharma will.
I am convinced that Avacta will be acquired within 12 months now - possibly much sooner.