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We're seeing tumour shrinkage of over 60% in patient that shouldn't respond and who has exhausted all other options and was just waiting to die.

AV6000 is doing something, clearly. Not to mention that patients remain on drug from QW3.

Also remember that by the end of this week all 3 cohorts of Q2W will have had at least one surveillance scan and cohort 1 has had 2 surveillance scans. A scientific advisory board has been established for a reason. Avacta know how the drug is performing. That's all that matters, not the exact concentration of drug in the TME, it's the affect that matters and it is working. End of

If they go for C4 then that would be astonishing no? It will mean each dose will be 310mg when the old lifetime allowance CMax of doxorubicin was 450mg.

I doubt they will though because avacta stopped the 3weekly dosing at C7 by choice. They could have continued escalating but didn't.

The 12 week cumulative dose of C7 from Q3W = 1540

The 12 week cumulative dose of C3 from Q2W = 1500

So they're practically identical and avacta saw enough in Q3W C7 so my money says they go straight to P1b. The drug is more than good enough. This is about optimisation only. 1500 on 3 week cycle or on a 2 week cycle.

Hi Jive thanks for that.

My takeaway from what you've said is that a small P1b is being planned ahead of P2 just to give as much certainty of the drug passing P2 as possible and that as all patients in P1B and P2 are otherwise healthy and anthracycline naive then the drug won't behave any differently. The only thing P2 shows is how it works on an EVEN larger scale (P1b cohorts already larger than P1).

P1B is seemingly just about not finding out if it works but finding which tumour type it works best on. Astonishing really. This seems like optimization/routine and that makes sense given the dox has over 50years of efficacy data and the MOA of precision is already categorically proven.

Question, the P1b cohorts how will that work? If we're not escalating the doses will it literally be cohort 1 is breast (for example and this is one I expect), cohort 2 is pancreatic & cohort 3 is esophageal for example. Between 10 and 30 patients in each cohort all dosed and same time and then off we go or is there more to it? When will we see p1b trial design? Thanks

What is different about P1B than P2

What will P2 potentially show that P1B won't?

Avacta should have another go at the 200DMA early next week at 79p

News sends us busting through it and with that will send GSA to the history books and of course once above the 200DMA other buying algo's kick in. RSI rising nicely now and no argument company could multiply in valuation and that be entirely justified.

News incoming on multiple fronts all all before beginning of December:-

Decision on whether we go to 4th cohort of the 2 weekly dosing or not (win/win either way)

Announcement on which indications will be included in P1b

Pipeline reveal

Science day where I expect details on the pipeline

Update of AVA6k Q2W and even Q3W with quite possibly 1 or more complete responses

Board hires

Diagnostics division sell off

Heights to be paid in cash again or CLN settled

NASDAQ listing progress

Institutional investor buys (expecting a private placing here at much higher levels)

Director purchases once closed period ends

It is also possible for AVCT to recieve FDA fast-track and/or Breakthrough therapy status

Then there is MSM coverage to consider

Current market cap of less than 300m and a TAM worth XXXBn

Very strong support at 63p, 50p and of course 40p provide an excellent buffer for anyone entering here

Good weekend all

Seller never left. This is obvious. News gets sold into every time. I'm expecting a retest of the lows shortly

Wait, you think avacta told some market makers they were wanting to raise cash months in advance?

Get real man. The information was leaked by Stifel. That was leaked. It is not true to say that market makers get advanced knowledge of RNS's way ahead of everyone else. That's utter BS. No offence

It's been a very quiet couple of months for Avacta (at least on the RNS front) following key management changes, but I believe that #AVCT is now on the cusp of a transformational few months (see @RAH00084's thread below, for likely major news items between now and Christmas).

The biblical share price rally that I have been harping on about for years is, I think, at last drawing near. Knockout data from the 3+ year #AVA6000 Phase 1 clinical trial will be the key catalyst, that could unlock so much for the company (commercial deals, corporate actions, expanded clinical activities). And that P1 study could officially be brought to a close, any day now.

The uber bull case is very simple: pre | CISION is the most targeted delivery platform for warheads designed to treat solid tumours, ever developed. As such, it represents one of the most important developments in oncology in years - many shareholders would in fact argue, ever.

The evidence for this is already coming to light from the AVA6000 P1a trial. See @jivetur88775834's post, also below. The first pre | CISION prodrug isn't just 20%, 50% even 100% more targeted than the leading antibody-drug conjugates on the market right now; it is many multiple times more targeted. The implications of this are absolutely staggering.

Clearly, most market participants do not yet believe this. It is, after all, a ludicrous claim to make. How could an AIM listed company have gotten hold of such a crucially important (and absurdly valuable!) platform?!

But as I've said, the evidence for this is already beginning to present itself. And it's not difficult to perceive what is going to happen when pre | CISION is used to modify much more modern and potent warheads than the half-century old doxorubicin, and moreover used in suitable patient populations.

Phase 1b/2 for AVA6000 will be kicking off between now and Christmas. This is the point at which multi billion $ takeovers become a very real possibility in targeted oncology (and there are plenty of examples of this occurring over the past five years).

In my view, it's simply a case of "When" for Avacta. The "If" part was removed quite a while ago now.

We (and Avacta's share price!) are in for in interesting few months.

Have a good weekend all! 🌞🍻

No they don't get a "heads up" WAY before any RNS lol

Ready to pop now

Ridiculous. MM's need to make a market. Why are they wanting to supress it

Agree autumn is transformational. I suspect people will start positioning for the trade again from next week so we should see a rise to test the 200dma again at 80p before news blows us through it and stops out GSA.

All very exciting here

We could and should also feasiblly see the diagnostics division sold off with tens I'd millions of pounds added to our already strong balance sheet and subsequent institutions investing.

There is a alot to be excited about here. Now is perfect time to pick a few extra shares up while it's quiet and there is very strong support not far below.

Good luck all

10x from here is only 2.5bn total

For an entire pipeline of drugs and one in p2 trials more likely than not to replace doxorubicin as standard of care.

If we are conservative and assume just 600m in sales of dox in 2030 and pharma pay 5x 2030 sales that's 3bn right there easily and the pipeline and affimers for free!!

Avacta sells for much higher. 10x from here is an insult

Update market on Q2W & Q3W

Sell diagnostics

Release Pipeline

Get bought out

All possible this year.

Even if AFC hit 4m and that is a big IF given forecasts have already been lowered but let's say they do then that puts AFC energy on a price to sales multiple of around 25 giving a yield of just 4%

Why on earth would anyone buy at that valuation and shoulder all that risk when you can get 5% interest from a bank. The risk premium just isn't there at this valuation and with this management's credibility and history of disappointment. Luckily AFC have plenty of cash but it's what they do with it that counts. Need to really start accelerating that income stream to get confidence and interest back but can't see it in the foreseeable

Safety Data Monitoring Committee

Why does Share price llok like it is about to fall off a cliff?

Looking very poor technically at a time when it shold be llooking much stronger which tells me people are selling in advance of some potentially bad news we are not aware of

Rah is the self appointed arbiter of twitter and telegram didn't you know?

Everything must be vetted and approved by the all knowing RAh. Guy dismisses chartists calls them crayon munchers then has to sit heavily underwater for months on end watching people buy in much cheaper than him. He has a good grasp of the science but fails to realise that investing has multiple aspects to it so just shuts out anyone with alternative views or different skills to his own detriment. Like a toddler throwing a dummy out the pram.

Overall the guy is a wrongun

Once Trump gets in and he will get in then the American economy will rocket. I wouldn't worry about the USA whatsoever.