Member Info for beinthelead

All research points to an amount of drug resistance. Hence the ultimate approach is ala TMAC. The stroma is the bugger.

It’s a fair assumption to make that higher dose should improve response. But the science is tough.

Data shows that 4x the dose in mice reduces the tumour by 60%. If we get close to that at 2.5x… that could be likely with the FAP levels.

There is a study (I’ll dig it out) where an efficient dose was administered for more cycles, was more defective than higher dose over less.

Sorry I answered the wrong question.

Ignore me, JT’s on the money.

600mg? This would deliver 18x concentration at the TME. BUT…. With less FAP, less dose, therefore could achieve similar concentration for less dose.

Precisely.

Icecool - investor presentations and business updates are hooks for finance. For us and insti’s. Don’t be naive and take the higher ground.

You’ll make this thread as repetitive as the last one.

You’re right Timster - message received :)

It has run on, so absolutely could run on further. Let’s go for Q3 ‘23.

They’ll run with a recommended dose for next phase, then introduce a new dose at later date. Recommended dose informed with info to date.

Icecool - Q3/4 readout. 3-4 cohorts. It’s clear.

Richob - a 5th cohort is not a bad thing. Not sure it was implied as such? Great thing. Point I’m making is that this should be done in parallel with P1b. Post readout.

Rooba - exactly. This 5th cohort thing is gathering traction in defence of a further delay to read out. Yes, I used delay.

3-4 cohorts planned. Always have. DEs increased with that in mind, guided by the regulator.

If they want to continue (I hope so) it should be done in parallel with P1b. We could literally go on for months.

Affimers will be used to USP future Dx products via Launch.

Affimers are a cornerstone of TMAC.

The future is now. The PHD’s are interesting but should be largely ignored. You’ll be reading potential for years. They utility is has huge value in what they are delivering today.

Are you serious fella? Whatever your background/history/prior experiences. It does not excuse the repetitive nonsense you are talking. Clearly a p155 take.

Rip - it’s taken one day and it’s gone. Im with you - be back when things work.

Bang on Timster.

Unfortunately, the raise leak was a leak so they couldn’t dispel it. This is just a comedy of errors.

Please can we just learn from it and let the thing run its course… absolutely self inflicted today. Literally invite them in.

Rip - you predicted and we discussed the appearance of new accounts at the weekend. Today did not disappoint.

What doesn’t disappoint is rollercoaster created with this share. Unbelievable. RNS literally states they they will not present new info and the data is pre-clinical. Couldn’t be any clearer.

I believe it works. The science and process to date says it does. How good? Implication is VERY. But we’re yet to be told. Let. It. Come.

These rampy accounts make the company look like a laughing stock. But it’s AIM after all.

Pl - I’m not really precious over the word delay. We’re expecting readout in November. If timescales are altered, even positively, that’s a delay to news.

Anyway, we’re moving away from the topic. Shortly.

It wasn’t a crass accusation - he should be consulted!! You’re not his lawyer.

Absolutely my position. Plus, be nice to be see it live, for what could be a pivotal presentation.

I’ll be sure to pick up a brochure.

“The science day would basically be AS falling on his sword.”

Couldn’t agree more. My point re fundraising as a favour to PIs was void. And he still has it in him to kick the can. Yes, I’m bitter and twisted.

This does feel different in that they’re setting up a bumper November. I’d love to attend the science day. If we’re invited, I’ll go.

Leaks? Massive sieve. I think Myles has been consulted. Conspiracy theory, but I think he knows what going on. Tweeting style and frequency has changed. As a major shareholder, and PR machine, he should be an important stakeholder to Avacta.

As Tom states, 1 month ago progress was ‘excellent’. Yet the latest progress was ‘good’.

Moral of the story - don’t hang on every word AS says. The LFT saga taught us that much.

I’m comfortable with the science. Neil Bell. Fiona Mc. Lead investigators. Science days etc. let’s wait for it to blow our socks off.

PL’s logic is well placed. The placing was not a gesture. That’s even less legal than what you are suggesting. And quite an ‘up yours’ to the insti’s.

In terms of, could they raise with holding Less than convincing data? Yes, they could. A shot in the arm can change everything in a moment. The DE delay is a prime possibility. The SP would be hammered if we delay by another 2 months, shorts pounce and we have enough cash to keep 1 in 3 lights on.

I hate the idea of the above, ie further delays. For loads of reasons. But will understand and pleased if that’s the reason for this funding defence.

Avacta are not doing anything to favour shareholders here. They’re single minded in their pursuit of greatness. Or at least, they should be.

However;

They knew last year that data supported the continuation of the trial and that progress was excellent. I believe data is going to be superb. Revolutionary. It will be released at some point. It’s all pointed toward super science.