Member Info for Bella6532

Note his use of wording... WE (Avacta or UK?)...to scale OUR OWN (Avactas or UK's?)...WE'RE (Avacta or the UK?) to reap the POTENTIALLY SUBSTANTIAL rewards (from Avactas tech or the UKs tech?).

'we need a smarter strategy to scale our own life science sector if we’re to reap the potentially substantial rewards.'

At what point/how often do these trial patients have scans/PET scans?
I know this trial is not about efficacy BUT if the patients are being scanned and if a doubling of current dose for example completely zaps/kills the tumour cells without noticeable side effects would that not be enough to call MTD.

Mr R..be careful what you wish for...double listings via and IPO or shell purchase are not always good for AIM Listed companies. However, if they purchased an active company already listed which fits into their acquisitions programne that might be better especially if it's income generating.

It says 'Dose escalation is ongoing'...so if this means they are still looking for MTD then how far will Avacta have to go with AVA6000....

And I didn't mean just a dosing RNS...there's still plenty of news/updates we're awaiting...

And I dudn't mean just a dising RNS...there's still plenty of news/updates we're awaiting...

Highly unlikely there will be no further RNSs over the next 4.5weeks...

'So why is the market not valuing the company higher following the RNS and the interview?' Because markets cautious and tend to look for profits. I know a very well known broker for the mining sector and it's amazing how little he knows about the companies he represents. He has told me fund managers etc often know even less. In his words...'we're not a sophisticated bunch and we get it wrong at times too'...
Hey ho...

Marked reduction on a standard dosage is good but it's huge considering the patients are getting over twice the standard dose.
Geez some people want their cake an eat it...
The fact that AVA6000 is taking twice the standard dose straight into the tumour before it is released has to be seen as epic in itself and for there still to be a marked reduction in side effects is double epic in my book. Everyone talks about hair loss but what about the mouth ulcers that are sooo painful and the hearing loss/ringing & buzzing in the ears, the sensitivity to hot and cold, the general aches and pains that come and go and above all the fear of dying and helplessness. Each side effect as it appears is like a nail in your coffin arriving early......
Guys...cancer is a curse and until you've lived with it yourself or with someone who has it then a marked reduction in side effects is huge....

“We show that it is virtually impossible for individuals to day trade for a living,” the researchers warn. The more investors traded the worse they performed: “The probability of an individual exhibiting a positive profit monotonically decreases with the number of days he or she trades.”

Launch is a Distributor. They work with manufacturers and will stock all or part of the manufacturers product lines. Some stock will be purchased and resold and some may be stocked on a consigment basis. Distributors rarely take on manufacturing but it doed happen. More likely Avacta would take on manufacturing as another arm of the company to service the group. Could they produce their own Affimers and LFTs and AVAxxxx products to be sold through Launch customer base etc...it certainly would be a huge leap and create enormous synergies across the group. Would Abingdon fit the bill? Or would it be cheaper in the long term to simple contract manufacturing out.

In the Vox podcast AS said the doxorubicin was being released in the tumours at significant therapeutic levels...surely this means it is killing the cancer cells so they have observed efficacy too...
He also said they were using this current trial to collect masses of data...
In one of the Presentations...I think it was the Poster Presentation...there was a timescale for PET Scans. These are when they will see the real therapeutic effects, however, I think AS's comments on VOX are very, very significant because the RNS doesn't push this point as he did.

From FDA link and they seem to think the MTD may be difficult to reach in a targetted therapy... 'Most modern oncology drugs, such as kinase inhibitors and monoclonal antibodies, are designed to interact with a molecular pathway unique to an oncologic disease(s) (i.e., targeted therapies).
These targeted therapies demonstrate different dose-response relationships compared to cytotoxic chemotherapy, such that doses below the MTD may have similar efficacy to the MTD
but with fewer toxicities. Additionally, the MTD may never be reached in certain situations.
Compared to, for example, cytotoxic chemotherapies, patients may receive targeted therapies for much longer periods, potentially leading to lower grade but persistent symptomatic toxicities, which can be more challenging to tolerate over time. Nevertheless, the dosage administered in a registration trial(s) (i.e., the trial or substudy designed to evaluate safety and effectiveness and support a marketing application) for these targeted therapies is often the MTD or the highest dosage administered in the dose-escalating trial if the MTD is not defined. This paradigm can
result in a recommended dosage that is poorly tolerated, adversely impacts functioning and quality-of-life, and moreover, affects a patient’s ability to remain on a drug and thereby derive maximal clinical benefit. Additionally, patients who experience adverse reactions from one treatment may have difficulty tolerating future treatments, especially if there are overlapping toxicities.

Based on todays share issue that puts us just over £11 per share...I'll take that and some...

From the link I just posted...
'But if there is a targeted buyout for Avacta, the price commanded could well be in the billions. The global oncology drugs market was worth circa $141 billion in 2019 and is projected to reach $394 billion by 2027. It’s hard to put a price on chemotherapy without side effects — both financially and in terms of human advancement.

But as outlandish — or not depending on your philosophical perspective — as it sounds, I believe that £3 billion could be a conservative estimate. '

Apologies if already posted...
https://ukinvestormagazine.co.uk/

Are they trying to scale up to in vitro levels?

As long as the patients have not developed Dox immunity the over twice tge dose must be really zapping those dreadful csncer cells. No mention of tumor reduction at this stage but surely it must be having some positive effect.

'Importantly, even at the highest dosing levels in cohort 4, equivalent to more than double the normal dose of doxorubicin, the typical drug-related cardiotoxicity of doxorubicin was not observed.'

'The data being generated in the ALS-6000-101 study are providing detailed insights into the pre|CISIONTM platform which add significant value to the technology and confirm the potential of the pre|CISIONTM platform."