Member Info for Bella6532

...wouldn't it make sense for them to move to their own manufacturing. This would also allow them to supply their licencees in bulk too as and when their end products come on stream...

What about a small manufacturing unit...
'Affimer® reagents are ideal tools for use in diagnostic test development, due to being highly specific, reproducible, stable, and easy to manufacture at scale.'
https://avacta.com/diagnostics/affimer-technology/

'Diagnostics
Development of high performance Affimer®-based diagnostics to improve health outcomes.
Avacta aims to become the leading provider of innovative, next generation diagnostic solutions, and the first choice for disruptive immunodiagnostic products.
Our diagnostics division is utilising our proprietary Affimer® platform to develop AffiDX®in vitro diagnostic (IVD) tests, starting with the AffiDX® SARS-CoV-2 Antigen Lateral Flow Test.
We have also established commercial relationships with IVD companies worldwide to improve the clinical utility of diagnostic testing solutions, by combining bespoke Affimer® reagents with leading diagnostic platform technologies.'
https://avacta.com/diagnostics/

If Avacta plan on keeping their core AVA6000 in house and have the following pipeline:
'AVA028 – PD-L1 Affimer® / ImmunoCytokines
AVA021 – PD-L1 Affimer® / LAG-3 Affimer®
TMAC® platform
Undisclosed targets'
wouldn't it make sense for them to move to their own manufacturing. This would also allow them to supply their licencees in b

Cindercone..."Recent SP movements reflect the fact that lots of people sell when they perceive a news vacuum."...
and there are always two sides to a transaction...a BUY and a SELL.

SP movements UP or DOWN are never due to one thing...our MC right now is just over £350m so financially significant would be in the £ms not how much they spent on cups of coffee last week.

Yes, inbetween RNS's, some PIs will cash in based on the last RNS/SD timelines to try and make a few bob in the meantime, however, they risk missing out on re-entry should an out of the blue significant RNS drop and that's their choice and good luck to them. There will also be some II's who simply don't want to cash in but have to to balance their fund holdings and they do this all the time if they have taken hits elsewhere etc.

The bottom line is...do you believe Avacta's SP will at some point reach a point where your investment has grown enough for you to then decide to sell...and that's the key at what point YOU decide...not others.

Trials are lengthy processes and in this must have/must know instantly world it does seem like a long wait but Avacta is no longer a one trick pony and until one or more of the Avacta product trials (in house and through licencees) comes good be it significant data or product launch, licence deal(s), B/O, acquisition, dual listing, sell off etc patience is going to have to rule the day and markets overall will only react significantly as and when they sniff the making of big bucks themselves...

No company releases day to day information/updates just to satisfy shareholders...they are, however, obliged to issue and RNS when it has or may have a material financial impact on the company. Now that's not to say discussions on all sorts of levels aren't taking place with all sorts of other companies be it an acquisition potential, a T/O offer, a livence deal or potential dual listing....BUT until contracts are signed then it's not newsworthy.

BV...surely with very sick/terminal patients by taking many more dose escalations of a long time frame they risk possibly loosing some one or more of their trial patients. Finding MTD would need to be done fairly quickly to avoid this. However, with AVA6000 working and with dose escalation one would hope extended life expectancy might be occuring allowing for more time.
We have been told they are moving on to 5 and 6 cohorts but will we be told when they start and at what dosage and time frame. They should give us this info but will they fir other reasins choose not to...???

Who has made the AVA6000 being used in this trial?
If it's bern contracted out to a Pharma then I would follow that pathway for future contracts...

Muller...and more importantly prevent spread from initial site(s). It's the itsey bitsey rogue cells which don't always appear on scans or are missed which need to be zapped very early and that's why AVA6000 is so damned good by seeking out and targetting the FAP rich tumour cells...

Patient...oops.

As we know Dox is nasty but if they're not seeing too much 'active/residual' dox in the blood tests then perhaps there's a case for a higher dose increase over the +40. As it's not a blind trial could they increase with oatient consent?

Neutronic..my point a couple of days ago. Will tgey stick with the +40 as with the 1st 4 cohorts or will the safety guys allow them to go for a higher increase based on data to date.

beinthehead...the following is from the Trial criteria:
Patients in Phase Ia will receive escalating doses of AVA6000 following a 3+3 design, commencing with a starting dose of 80mg/m2, once every 3 weeks (Q3W) starting on Cycle 1, Day 1 (C1D1), until disease progression, unacceptable toxicities, withdrawal from treatment for other reasons, reaching maximum lifetime cumulative exposure to doxorubicin (or other anthracyclines), or death, whichever occurs first.'

How will they determine disease progression
? Measuring ACE levels in the blood or scans???

https://clinicaltrials.gov/ct2/show/NCT04969835

Robbo...'based on evidence that the drug shrinks tumors'...they should have some indications already. PET and MRI Scans are normally part of Chemo protocol and after 4 cohorts the patients should have been scanned. However, we know these are very sick patients and deemed end of life so would they still receive the scans or would there be an exception as they are in a trial albeit 1a for safety not efficacy per se.
Is there a doctor in the house who could answer this protocol question please...?

'Remarkably, every troll has vanished.'
Yep they've been recalled...order(s) worked thru...and they're back in their pens.

Silly old me forgot about the Bond shares...
Quite obvious what's going on...

1st Issue of Equity 23 Jan RNS and 24 Jan 3,068,421 new shares admitted.
From the Historic trades/SP it was quite obvious these were presold a few days earlier and after admission the SP conveniently slid to allow for a lower buy back.

2nd Issue of Equity 13 Feb RNS and 16 Feb 2,400,000 new shares admitted.
Looks like they were presold during the big price rise or on 22 and 23rd and now they're buying back at this new low...hence the newbies appearing.

Jeez..so obvious...you couldn't make it up...

The first 4 dose cohort increases ran as follows with an increase of 40 each time.
80 to 120 to 160 to 200

I noticed in the dose escalation slide presentation they are showing Cohort 5 & 6 Boxes but without amounts. Now if they were to continue on the same 40 plus they could have put the amounts in as Cohort 5 (240) and Cohort 6 (280). Does this mean they might be looking to actually increase over and above 40 to speed up finding MTD.

In the 4th Cohort completion RNS they said:
'On the basis of the very favourable safety profile of AVA6000 in the study to date, the Safety Data Monitoring Committee (SDMC) has recommended continuation to higher dose cohorts with the aim of identifying a maximum tolerated dose (MTD) necessary to inform the dosing levels for the phase 1b and future studies. The Company expects that it will complete these additional cohorts during the first half of 2023.'
It was 4 months between the two Cohort 4 RNS's.
To finish Cohort 5 and 6 in HY 2023 they now only have 4 months plus evaluation time???
If the MTD is to be found and with the favourable outcomes of 1-4...this could mean a ramp up of dose above the 40 might be possible and is this why we haven't heard anything yet and is theis why the experts came over to give their opinions on the subject...
Just a girly thought on all this...

It's not tanking..it's trading sideways...
I could be mistaken but looks like a large trade around 09.35.
More to this drop than meets the eye...
Newbies...you're 'avin a larf...and you're all in the green room now...

They're here again...those pesky new posters...strange isn't it how they suddenly appear trying to tell us how stupid we are for not realising this would dive...crash...plummet...
Well chaps...I love to see you guys on here trying to drive the SP down further and claw some cheap shares for either yourselves your minders...at the end of the day, you or they still want to buy Avacta shares.
We know Avacta won't be making sales for AVA6000 for some time yet but what we do know is it WORKS.
Nothing has changed as far as the company is concerned...it has a couple of nice income streams and money in the bank. There is no way the guys attending the SD will have gone away with anything other than a positive feeling for what Avacta is achieiving in it's 1st stage of the AVA6000 in human trial...yes, that's right...1st Stage...read my lips chaps...it's a trial with some ways to run yet...we know this and have always known this.

Now my take on this morning is a combination of PI's selling as they didn't get what they thought they would get out of the SD...but I think that's generally a minority.
In the main I think the MM's have foced a sell off to gain some liquidity and to get to a buy in price which will be more attractive to some II's.
The Fundraiser was at 95 so I doubt II's will be looking at the 160's as a buy in...no, they will be driving a hard bargain if they have orders to place.
I for one was very happy with the SD information but we are still in a Trial and finding that MTD is both a bonus and a drag...
Hey Ho...don't let these boggie men get to you...they're doing their job too...but still best to ignore them.

JRDC...'If avacta moves to nasdaq, what happens to our shares?'...they will remain on AIM and Nasdaq will be a second market listing with its own shares. Mechanics are a bit complicated to spell out on here but don't worry about it they won't move from AIM just yet...

LLP...'How soon will a briefing note be ready for their Institutional and Private clients? (Stifel AUM ~$400bn).'
Wouldn't be syrprised they're already putting their notes together to be sent out ASAP if they went away 'motivated' to do so...
I guess it's a case of do they think said notes will bring in new investors/investment...if so they will do their jobs quickly and get the Avacta story/info out there.

BV...what about the new income stream from the new purchase...are Avacta going to put that on the Comoany balance sheet or keep it locked away in DX safe. We also don't know what other purchases will be made which might also be profit generating.

Purple1....Oh! no they can't/won't . That's breaking all the rules as any new market sensitive information MUST be given to the wider market AT THE SAME TIME...The guys at Avacta would not risk their reputations on doing so.

Having a Science Day is not new...they've done it before.
Releasing info via an RNS can easily be missed by the sort of audience they are inviting and if they don't miss the RNS then there is a risk they don't fully understand the significance.

Now the chicken and egg is...have the speakers been brought in specially for this SD or were they visiting anyway and the the SD has been arranged around their visit.

Face to face with company bods and experts is always a much better way of getting the facts/info to a target audience. In return , Avacta will be hoping for a much better market coverage in various analysis reports, new II investors and a wider pot to tap into when and if they need to raise funds and/or grow into the US/European markets.

Although this is a TX SD, there are, of course, overlaps with DX and I'm sure where needed they will emphasis the recent value creation with the recent purchase and the Affimer pipeline etc. Having had the SP rise on the back of the Covid LFT and subsequent fall back, I'm sure they will be wanting to point out that the company is far bigger now and it was not and is not just about the Covid LFT or lack of.

Companies cannot be seen to be influencing the SP, but they can at least put their case forward when it comes to what they are all about and giving some clear timeline indications.

Many PI's actually tend to be far more researched when it comes to their holdings than many II's so even though we might not think there is anything new or earth shattering coming out of todays SD, I bet many in attendance will have their ears opened and hopefully will go away pumped up and ready to spread the word...