RE: Size trade23 Jul 2025 14:23
Aldebaran 10:46
Theyre 10x cheaper than ADC's to manufacture. The board parasite knows this. Theyre more stable, don't produce the lung toxicity are more targeted, use the bystander effect not internalisation there are multiple advantages but when you're here to spread FUD not of that matters.
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Here are those other advantages:
From Slide 11 Transcription - 06.06.2025 Investor Meet Presentation:
"We knew that there was a key toxicity with doxorubicin that if we could eliminate it, it would essentially show proof of mechanism, proof of concept of the precision platform, and it was the cardiac toxicity.
There were a few steps that we had to take to get to this conclusion.
The first is entering the clinic, and going through the dose escalation where we achieved nearly four times the dose level of this extremely toxic drug, and extending beyond the key lifetime maximum that we usually use, we in oncology with Doxorubicin, which is usually halted at a lifetime maximum of 450 milligrams per meter squared.
But because of the cardiac safety that we were observing through the course of the trial, we have been able to extend that to the lifetime maximum of 550 milligrams per meter squared.
In the Doxorubicin label there, noted by the arrow, is that the cardiac toxicity would be observed in 6-20% of patients treated at that lifetime maximum.
If we compare that with the other arrow, it is zero with AVA6000, and we call that proof of concept of precision in terms of eliminating toxicities.
We also see a dramatic reduction in the bone marrow toxicities. We see a dramatic reduction in Alopecia (hair loss), and there are zero reports of ADC linked toxicities, probably the most important one being the pneumonitis or the lung toxicity which is seen with pretty much all of the ADC’s.
And that is because of non-specific release.
The key difference with precision is our release mechanism based on FAP, is going to be highly tumor specific, so we do not see release of active free payload in organs such as the lung to create that lung toxicity.
So several important safety conclusions for FAP dox."
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So because of the several important safety conclusions, I expect to see fewer ADC based trials in future, and more interest by BP in acquiring PDC and the preCISION platform IP because:
Source: - AGM Business Update Presentation 02.07.2025
We have completed our strategic collaboration.
That allows us to understand the breadth of the opportunity, the commercial market opportunity for our precision platform.
We have disclosed that among the various diseases that we are planning to go into with both, FAPdox as well as FAP-EXd, we are looking at the potential reach of about a million patients globally.
We are engaging with third parties across a range of commercial opportunities.
This is reflecting the breadth of the Precision platform, and progressing these discussions remains a top priority for us, + an enviable int