Member Info for Aldebaran

PmSl its JHFH here to embaras himself also.

Enhertu is slated to bill over £10Bn pa by 2030 and its use is restricted to Her2 expressing tumors. Avactas ava6103 is absolutely knocking the socks off it by all metrics, even using their own data as a comparison.

Now how many tumors expressions Her2? And how many expressions FAP ? You're talking a market opportunity of circa £XXXBn for a FAP targeting platform and thats just AVA6103. Avacta also have AVA6000 and AVA6207 both busting through what was once thought impossible.

Its not just chemo you plank. Its a way to destroy cancer, only cancer and spare healthy tissues of the patient = no side effects. In other words, the holy grail

🤣🤣

Also Archbishopholmes, you do realise dont you that the phase1a trial avacta had for AVA6000 was purely a basket case mix of patients just to prove the drug is safe. I mean, you know that right?

Out of all the cancers Avacta treat in phase1 how many of them were expected to respond? Any idea?

Ill give you a clue, its not related to FAP expression, its related to sensitivity to anthracyclines.

The cancers all expressed FAP which was all we wanted in phase 1 I.e. to prove we can target drugs just to tumours. Majority of them was not expected to respond to doxorubicin because they are not sensitive to anthracyclines you plank 🤣

With every post you embarass yourself.

😅🤣

They have taken 3 indications into phase 1b trial

Salivary gland cancer which has no standard of care

Soft tissue sarcoma for which FDA already granted ODD

TNBC which we are about to get results for

Thats the first clinical trial.

The second clinical trial is taking 6 indications into phase 1 and taking Enhertu dead on. The world's best selling antibody drug conjugate currently seeing sales of £5Bn but expanding to over £10bn in 3 years.

You dont know your ass from your elbow which probably why you invested here.

Archbishopholmes can I ask how high your IQ is please?

I am puzzled how you are considering that a 90% disease control rate and a more than doubling of the progression free survival of patients in what should be a chemo refractory indication is a failure?

Please explain

HEMO put a RNS out last week saying they had filed some annual paperwork FFS 😅

All Avacta are doing is attaching there micropeptide to drugs that are already known to work.

This renders the drugs inert

Until they reach the tumor where a enzyme which is only found in the tumor called FAP then snips the warhead from the micropeptide and deposits said warhead which is completely unaltered in anyway and now in concentrations of 100x that found in the blood.

They've done it once and repeatedly over past 4yrs with doxorubicin.

Now they are doing it again with the 2nd clinical drug extecan which is orders of magnitude more potent then doxorubicin.

Any warhead

90% of all cancers

Probability of success far higher than standard phase 1 because the warheads are all already known

Upside is gargantuan and dwarfs anything hemo may achieve. Maths dont like.

Now talk about timing... it appears that avacta will get breakthrough or fast track designation for there blockbuster drug by June in addition to orphan drug status. This was specified in a broker note AND has more then been hinted at AND from basic research can see it ticks all the boxes. Ask Saint if u dont believe it. Its guaranteed. That then unlocks first commercial deal. Avacta confirmed they have been in multiple conversations and that partners waiting in the wings pending data readout end May. Recently they had a meeting with Novartis which was accidentally leaked.

Belief it or not go check it out. Just raised money so no dilution risk and massive upside within next 2 months.

Buyouts always work on forecast future sales tbf. Not current sales otherwise we wouldn't of sold dx for a single penny would we give it was loss making.

Future sales of enhertu alone are double digit billions put that on a 3x multiple if your running the numbers 🤑🤑

Price and volume is important. 75p area was resistance and that now COULD be forming support. The stock is in a uptrend just tagging the 200week moving average at 82p. If that brakes then a serious move follows. Remember this is 5x more powerful than the daily.

Lining up perfectly with the fundamentals I would say. Placing churned through and multiple major news catalysts coming over the next weeks. Hard to see this falling back in any meaningful way.

FDA BTD and or FTD plus ODD could land out the blue any day also. It is a dodgy time to be trading this IMO. HODL

Choreographed perfectly.

Data cut next Wednesday (29th)

Science day 1 week later (6th)

ASCO 3 weeks after that

Https://x.com/i/status/2047271611925926310

Data cut next week? Giving pfs and with it FDA validation or should I say even more validation since FDA already removed lifetime limit plus we have ODD for STS

Merck > Gartisetib > oral delivery and directly related to ICR poster. Merck also have also licenced Berzosertib (intraveneuois) from Vertex and they are in ongoing trials with oral Tuvusertib in combo with immunotherapy

Astrazeneca > Celarasetib > oral and in phase 2/3

Thats a quick search

Merck struggling to replace Keytruda revenues as well. Nice

Hmmm

Good theory think you are right BV.

Prove platform in humans with 6000, swap out the payload for something much more potent, then combine 2 into one molecule. Exceptional pipeline building totally lost on the market judging, bye the current value.

Makes sense to keep the ATRi or PARPi secret for now protecting the IP & keeps anyone not under NDA guessing. Building interest.

Delivering ATRi's using pre|CISION could or would address toxicity off targeting problems. Could it be a in house or different molecule though?

Avacta clearly thinking several steps ahead. They are playing chess and the market is having a pillow fight

Pipeline narrative is convincing

AVA6000 (clinical validation) >> AVA6103 (now in clinic) >> AVA6206 (Next generation dual payload).

Before BP commit EVEN more to the ADC class of drugs through dual payloads they really need to stop and consider if something even better exists

Ty

Can we download the posters anywhere does anyone have a link? Im unsure where they are

Wonder if the vaccine for covid is behind this? Or maybe it is just better detection or even because people are living longer and surviving other health issues that cancers become more prevalent. Sad really but also hopeful that we may have a really good solution / option in precision to help peoples

Don't even bother with the green boxes. Coin toss? Lmao

90% disease control rate in indication with no standard of care. Progression free survival of patients more than doubled with no or limited side effects in indication which is chemo refractory.

AVA6000 using a warhead doxorubicin that is already known to be lethal.

Id say that gives us more than a coin choice chance of getting 6000 to market. Just for SGC alone it would re-rate avacta to a £1bn+ company

Ignore the fudsters. Their a irrelevant in the scheme of what is unfolding here

Avacta Group Regulatory News. Live AVCT RNS. Regulatory News Articles for Avacta Group Plc Ord 10p https://www.lse.co.uk/rns/AVCT/avacta-data-aacr-underline-ava6103-profile-ksqalmfyfeplvbm.html

By the looks off it their is a early stage competitor to Enhertu now which is cheaper to manufacture. 90% cheaper actually AND is produces way less side effects AND it is more efficacious than Enhertu because it is using extecan as the warhead instead of deruxtecan.

Anyone done any research into this competitor as seems there technology doesnt just target Her2, it can target FAP which is present in 90% of all solid tumors

Whats the company's plans for addressing the looming patent cliff for Enhertu?

Hello

Blueboy the valuation is extremely stretched for the Phase h power is currently at.

No serious investor is coming in at this valuation with the serious lack of sales or even projected revenues this year.

Its all well and good finding a good potential company but smart money know it is equally important to buy at the right price. Im a shareholder here albeit a small one now and even I can see its grossly over hyped and over valued.

Its the hydrogen hype all over again. 😅 thats all that is driving this so its not permanent you see. Sales required to justify a sustained and substantial re rate. Otherwise its just pops drops and trading ops and thats my honest opinion