Member Info for Aldebaran

Destroy the stroma, turn cold tumours hot. Initiate the precision effect linked with an immune check point inhibitor. Unleash the immune system destroy the cancer.

What happens when it's announced Merck are partnering with us Keytruda and dox on a bi specific peptide drug conjugate

CBR needs to be totally forgot about for the foreseeable. Vlad should be urgently pushing the trial forward and getting CAR-T bought out for a nice payday and then he can focus on other areas with a huge cash pile.

As u can see from previous post now autologous treatments are becoming yesterday's tech already.

Case in point

https://x.com/BowTiedBiotech/status/1977353324295803216?t=LFDRRm8YdbbZyTMhHtd8vA&s=19

This is why its important to diversify folks.

Glad to read you took some risk of the table JHFH. Makes sense

CC was saying something about another oncology drug in a partners pipeline. Can anyone remember the exact phrase. She basically went on too say, that she has told us too much already or something to, that effect so clearly some sort of deal around that at aacr or esmo and then at least one ava6k indication partnered for phase 2 but that will be announced later like beginning of Dec. Fundamentals and technicals are both set up for a good run between now and year end then 2026 comes the big milestones like TNBC data and 6103 clinical results

Yeah a 16 bagger over the course of the next 6 to 9 month is great but will we ever get this chance again to make 20 30 40 50 bags or more over say 12 to 18 month ?

Im not sure. 5bn ok might seem like good in terms of making people money but does it fairly value the platform? I dont think so no. Thankfully it seems most likely big pharma bidding war sees this reach something closer to true value

I dumped your case study into grok, Ice and asked it to summarise it and fact check it. The previous post is what it came back with. In a nutshell shell. Great job.

Also please all stop replying to parasite. It would be ok if he was a genuine person but he flip flops from extremely bullish to worrying about everything based on whether he is holding shares or not. He's a manipulator and sucks the life out of everyone he talks to.

JUST. STOP. RESPONDING.

Accuracy Analysis

The case study is mostly accurate and well-reasoned, drawing directly from Avacta's public data (e.g., AACR April 2025 abstracts, RNS) with plausible extensions. It's optimistic on valuations/POS but avoids exaggeration, using standard biotech frameworks. No major errors, though some figures are rounded/speculative. Key checks:

Preclinical Data: Accurate—75x MTD and complete responses in therapy-resistant models confirmed (AACR Abstract #3139, April 29, 2025 [web:0,1,2,4,5,8]). "100% clearance in 4/6" aligns with "durable complete responses" in PDX/HEK-FAP models (EORTC Oct 2024 [web:0,4,6,7]); partial responses (15%/75%) match reported tumor reductions [web:2,8]. Small sample (n=6) acknowledged fairly.

Pathfinder Effect & POS: Solid—Shared FAP-cleavage mechanism with AVA6000 (Phase 1a: 91% DCR, no severe toxicity [thread context]) justifies uplift. Typical preclinical oncology POS 5-15% (BIO/Biomedtracker 2011-2020 [web:10,11,13,14]); 30-40% reasonable for platform-validated assets (+15-25% premium [web:10,14]). Accelerated timeline (1-2 years shaved) speculative but feasible per FDA precedents for similar mechanisms.

Valuation/NPV: Plausible framework—$3B peak sales fits TOP1i projections (Enhertu ~$3-5B [thread context]); NPV $4.5-8B aligns with 10-12% discount/30-40% POS for 2030 launch (standard oncology rNPV ). Multiples (3-10x): 3-5x typical for preclinical ADCs ; 7-9x optimistic but supported for platforms (e.g., Seagen [thread table]). Outcomes ($13.5-80B) high-end (top implies blockbuster + 10x), but precedents directionally match: Merck/Kelun ~$9.3B (2022 preclinical ADCs); AstraZeneca/Daiichi Enhertu $6.9B upfront + milestones (2019, total ~$13B, not $22B—slight overstate); Pfizer/Seagen $43B (2023, pipeline-driven).

Enhertu Comparison: Fair—Enhertu has ILD risks; Pre|CISION's localization could edge it, though AVA6103 lacks human data [thread context].

Tempus AI: Accurate—Models PK/PD transitions, boosting POS via AVA6000 parallels (AACR April 2025 ).

Competitive Landscape/Limitations: Balanced—Few TOP1i prodrugs have pathfinders; small sample/translatability concerns offset by AVA6000.

Strengths/Weaknesses: Data-driven and structured; minor over-optimism in multiples ($80B top-end rare for preclinical ). No inaccuracies—strong investor pitch, aligning with Avacta's narrative.

Wyn is a parasite writing war and peace every time. Boring t w @ best ignored instead of feeding into him

BMS inks $1.5B deal to pull Orbital into its sphere of influence https://www.fiercebiotech.com/biotech/bms-inks-15b-vivo-car-t-buyout-pull-orbital-its-sphere-influence

Vlad needs to get a move on and commercialise this thing and I dont mean via non binding letters of intent in eastern Europe for a tiny fraction of people

CC just wants 6103 data. The way she phrasing it is as if deals and offers are there but she is resisting just to get clinical data. Once we have that then she'll entertain offers for the company. She will take a nice position within the new big pharma owner, cash in all her options, make us and her a killing and save countless lives in doing so, quicker.

6103 in clinic in Q1 next year, let's say 31st March to be conservative. How long before they know if its safe and efficacious as expected and working? A month? Given its potency it won't be long.

If you don't know what is happening on 19th then you haven't listened to the latest investor webinar

https://youtu.be/KLnoOEh-UJI?si=VHVPjaN9RN5-rp6F

If you haven't listened to the latest investor webinar which was over a week ago then your not a serious investors

If your not a serious investor dont come here looking for people to spoon feed you information

Not including revenue from china

Someone building a stake its so obvious and been going on for a while now. Keep pointing it out yet chicken littles continue to cave in on every small pullback it would be funny if it wasn't so tragic. Whomever is buying is trying to be subtle about it but drill down onto the lower timeframes and you can see the footprint of accumulation clear as crystal as you say.

Price is inching up despite some really sizeable cells I think there is a buyer here and we'll either get a TR1 or see a huge print by start of next week.

30min chart telling the same story as yesterday.

Big buying volume on open then volume drops and MM's start to accumulate again. Why oh why do small investors let them get away with this by selling i never do truly understand. All these 1k, 2k even 10k bits here or there are swept up then someone takes a chunk. You can literally see it in the footprints of price

Hemo will be brought out im sure. Look at current CAR-T though, in the hands of BP and still hugely expensive prohibitively so for many parts of the world. It will get better over time though for sure

Traditional chemotherapy is brutal but targeted chemo is totally different. The biggest side effect one person had whilst in avacta chemo was being tired from having to travel to the hospital and back lol

Meanwhile his cancer has shrunk and hes had a duration of response well over a year. Chemo is changing. And its cheap so covered by all insurers and its widely available globally etc..

CAR-T and cell/gene therapy is very costly and won't ever be a first line treatment when there are cheaper options. Unless the costs can be driven down by an order of magnitude

Toffers chemotherapy is incredibly potent. It is highly affective to kill tumour but problem is that it also kills normal tissue of the body so you can only take so much of it before your body is Donald ducked meaning even if your tumours are striking you have to stop the treatment or die of heart failure etc.

Modern chemotherapy such as the ones by the company everyone hates to talk about ONLY get released in the tumour. So you get all the potency but none of the toxicity = game changer.

Autologous Cell and gene therapy such as CAR-T has its place though comes at a huge price which needs to be reduced to make thr treatment more widely available such as how chemotherapy is

400k in 15mins. Someone accumulating at start of day then leaving chicken littles to cell for rest of day so price doesn't go anywhere then they buying again next day. Classic accumulation they are attempting to hide.

I bet we see the mother of all prints in near future and or tr1 will leave the chicken littles wondering what happened