Member Info for beinthelead

They haven’t cured cancer. They haven’t got any efficacy data. They have literally proven it work and it’s safe.

They’re scientists - they are not ‘us’. Professional people. Perfect delivery and and the panel is BP level superb. They delivered the date superbly.

After all, we’re up to $3Bn sales x8.9. Be nice just to stick to some reality for a while.

Exactly Timster. And it’s only a few months. We do ourselves no favours.

“ even if AVA6000 is only as effective as standard dox.” No, that’s not true. Read the trial protocol.

I had a go at answering this the other day.

I believe it’s there as a circuit breaker if things went wrong and it didn’t work. I.e. flooded the patient. They won’t be measuring anything to do with OS, PFS, ORR here. ALL about safety.

These patients are literally last chance saloon. With respect, this has been said dozens of times. These patients are VERY ill. Dox is not a cure in the first place.

They won’t Bella. They said as much on the preso. This stage is ALL about safety.

Regards part way through 1b; maybe. But the cohort is likely to see 40+ patients. I believe they’ll wait til it’s done.

Yes, at the end of P1b.

No it won’t. We’re not fixated on better outcomes, Avacta are. It’s the way they’ve (quite rightly) designed the trial.

I have a simpler view.

The AEs are very consistent despite increased dosing. Whereas the top. Inhibition is positively increased.

I believe we’ll see an increased dosing regime couple within DE. DE being less important. Consistency is key here.

Moser - “dose increases, we are not seeing the toxicity that prevents longer treatment with powerful doxirubicin”

Exactly this. Bang on.

Chris Twelevs spelled it out. They don’t care which cancer type they choose at this stage. It a vehicle to test MoA. TEAEs should be measured for consistency.

You didn’t watch the presentation. You don’t understand TEAEs. These patients are 4th, 5th, 6th line cases. They are literally dying.

This view is precisely the problem. A poster ala Shasqi. Molecular partners, POINT would provide what’s necessary.

Reduced in SCOPE. That’s what investors are most interested in. Timelines are finger in the AE with a Avacta, best guess at the time.

RAH tried today. You are a constant let down.

The hypothesis has been proven. MoA works. Buy it, or sell it. Apply a value and stick to it.

How many times are you going to start the same thread?? Haha.

“Are you in contact with TW aswell?”

Daprophet - I tried to respect your input previously.

What an idiotic question. Binned.

Daprophet - with respect, it wouldn’t have been. I’ll leave Eggy et al to expose his ‘calls’, but purely from a science perspective, he should be ignored.

Stick to walking the Dog Ophidian.

“Ah, but he knows his science” the amount of times I’ve read that line. No, he doesn’t.

Best ignored and avoided like the plague.

Pointless RAH. They’re******. Stifle and TD are complete joke. Stifel deciding non of that info was material???

They should be binned, quite frankly.

No. Haven’t got a clue where to look if I were interested. For this new to his shorting calls, he called it a year a go. Also 6 months ago. Also 3 months ago. Literally boring now. 96p, 56p, 38p, 20p. Take your pick.

The guy is vile.

Haha