Member Info for Bella6532

So having passed affimer tech over to the DX division , if DX is sold will Avacta keep the affimer rights/IP which they will continue to get royalties from on products the new owner brings to market if Avacta also holds a development agreement with them too...if so, the would give Avacta a second income stream.

Let's be honest here...cancer cells have a chemical intelligence to find ways to survive.

Dox is a hideous drug and until now has been administered into the bloodstream in the hope if you can get enough in, on a regular basis it will swish around the body and hopefully (fingers crossed) bump into some cancer cells and do some damage before the patient dies of irreversible damage it's done to healthy organs such as the heart. It's a very hit and miss method of administering pure poison.

Avacta has a product (AVA6000) which can be used to take Dox directly to cancer cells to do it's damage and avoiding damager to healthy organs. All well and good, but those sneaky cancer cells are going to fight back if they can by working on their resistance to Dox ASAP. So what to do? Administer AVA6000 more frequently (every 2 weeks rather than every 3 weeks) which has been possible because of the targeting effect and lack of patient side effects/damager to other key organs.

As has been said, this Phase 1 trial started out being a simple Phase1 safety trial but due to the amazing results when efficacy was observed in patients who were TERMINAL at the outset with cancer all over their poor bodies and no MTD was reached even at levels several time greater than the MTD for Dox on it's own.

So what to do? Again go for that 2 week trial.

With all the data from the 3W trial and the 2W trial they can then make a much more informed decision regarding dosage going into Phase 2 which is about efficacy.

If Phase 2 can be done on a high dose 2weekly basis then that in itself should move the trial on much quicker.

As we've also seen, if this potential 2W high dose is deemed worth a much speedier FDA approval and route to market etc then what's not to like for ALL concerned.

Right now we are in a difficult position because the 2W data is now key to everything and AVA6000 has to come up with the goods...there is always the chance it won't but based on what we have seen/been told there appears to be a much greater chance it will. Rampers and Derampers just sit on different sides of the fence...neither are right not wrong right now because we just don't know what AVA6000 is truely capable of but those at the coal face have put their names to this trial and they know/see what's going on minute by minute and day by day...WE DON'T .

So pull your necks in guys and wait for that data...

What's the likelihood a deal is pending FDA approval...?

It could be Avacta holding out to get a better deal...added value and all that or simply a deal maker wanting the authorities rubber stamping.

We are right in the middle of holidays so I personally don't expect any great shakes until mid September at best...

However, the markets have to be notified of any financially significant news so it's really anyones guess if something comes out of the blue.

It will come good when it comes good.

Https://hemonc.org/wiki/Vesicant_%26_irritant_chemotherapy

Chemo drugs are nasty suckers...and that's why the bad boys need to be put into a nice PreCision wrapper so that they don't damage healthy tissue on the way in/out....

LL... 'As well as getting more drug to the tumour they are able to administer more often giving the cancer cells less time to divide/recover'...don't forget tumour resistance...

,Most tumor types develop resistance to anti-cancer therapies, which is linked to approximately 90% of all cancer-related relapses and mortality. Tumors can acquire therapy resistance through adaptive changes following cancer treatment.'

So that sooner the tumors are nuked the better.

Mmmm... could PreCision be the answer...

Pfizer and Merck funded trial results…

April 2021 – Phase 3 published trial findings

Avelumab plus standard-of-care chemoradiotherapy versus chemoradiotherapy alone in patients with locally advanced squamous cell carcinoma of the head and neck: a randomised, double-blind, placebo-controlled, multicentre, phase 3 trial

Background: Chemoradiotherapy is the standard of care for unresected locally advanced squamous cell carcinoma of the head and neck. We aimed to assess if addition of avelumab (anti-PD-L1) to chemoradiotherapy could improve treatment outcomes for this patient population.

Interpretation: The primary objective of prolonging progression-free survival with avelumab plus chemoradiotherapy followed by avelumab maintenance in patients with locally advanced squamous cell carcinoma of the head and neck was not met. These findings may help inform the design of future trials investigating the combination of immune checkpoint inhibitors plus CRT.

Funding: Pfizer and Merck KGaA, Darmstadt, Germany.

https://www.thelancet.com/journals/lanonc/article/PIIS1470-2045(20)30737-3/abstract

Head and neck cancer is the sixth most common cancer worldwide. In 2016, there were nearly 150,000 newly diagnosed cases in the United States, Japan and Europe. Approximately 60% of people are diagnosed with head and neck cancer when their disease has already progressed to the locally advanced stage (Stage III-IVB). At this stage, the cancer has spread from its site of origin to local lymph nodes, but not another part of the body. Standard of care for these patients includes high-dose chemotherapy combined with radiotherapy.

Salivary gland cancer is a rare type of head and neck cancer.

Head and neck cancers sometimes spread to the lymph nodes in the upper part of your neck. Despite their locations, brain, eye, esophageal and thyroid cancers aren't typically considered head and neck cancers. They require different treatments from those used in head and neck cancers.

An estimated 586,202 cases of thyroid cancer were reported in 2020, making thyroid cancer the 10th most common cancer worldwide.

Apologies if this has already been discussed...

So where are we going next?…what will be the next pipeline targets?… head and neck cancers, thyroid cancers, salivary gland cancers??? Why else do we have Dr. Ho and Dr. Metcalf on our SAB at this point in time???

Members of Avacta SAB

William D. Tap, MD…specializes in the treatment of patients with soft tissue and bone sarcomas.

Dr. Andrea Napolitano…is heavily involved in translational and clinical research in soft tissue sarcoma, GIST and desmoid fibromatosis.

Dr. Lee Cranmer is a professor in Sarcoma Research..

Professor Jones is a medical oncologist specialising in the treatment of bone and soft tissue sarcomas.

Dr. Ho’s research focus is the discovery of novel therapeutics for cancers of the head and neck. He has built translational research programs in head and neck squamous cell carcinomas, thyroid cancers and salivary gland cancers.

Dr Metcalf is studying Head and Neck Cancers with an academic focus on Salivary Gland Cancers.

Dr. Yu is a clinical cardiologist specializing in the comprehensive management of co-existing cardiovascular disease and cancer as well as the cardio-toxic side effects of chemotherapy treatment.

All depends on valuation method used:

Entry valuation.

Discounted cashflow.

Asset valuation.

Times revenue method.

Price to earnings ratio.

Comparable analysis.

Industry best practice.

Precedent transaction method

And then there the old nugget...it depends on what someone is prepared to pay...

Global unicorn company...

'Unicorn is the term used in the venture capital industry to describe a startup company valued at over $1 billion'

A good read...

'The goal that Apixel Therapeutics wants to achieve is

"The goal is to achieve milestones such as technology exports and use this as a stepping stone to successfully complete an IPO in 2026. Through this, we want to reward shareholders who have believed in and invested in Apicell and employees who have worked hard. Cell therapy products can be tested on patients directly and thus quickly confirm their effectiveness.

It seems that we will be able to see how effective our treatment is as early as next year. In the longer term, our goal is to become a global autoimmune disease treatment company that can cover over 100 autoimmune diseases. As the CEO who first planned and created Apicell, I would like to see the company become the 'Moderna' of autoimmune disease cell treatment and grow into a global unicorn company."

WeAreGroot...what's your understanding of 'IP is secured'...?

Isn't that when we tend to think the 2W data will be made available which also seems to be key to other news like the new pipeline etc. We're in holiday mode now so feel September onwards is more realistic re news etc...

More out of Leeds University:

'Overall, our results support the use of Affimers as a viable alternative to existing targeted therapies for IAV and highlight their potential as diagnostic reagents.'

https://journals.asm.org/doi/full/10.1128/mbio.01804-24

Buyinthedip...You know that for sure?

Do we know for sure they are still shareholders?

Gmcc...yes a very small world. Eliot also 'liked' the appointment of DDH on his Linkedin page. I now think more than ever someone else is involved in pulling the strings...someone like Pfizer. Based on the Avacta Board at the time, only EF could have brought CC on board and she didn't start a coup to get rid of EF and AS. All the recent appointments and moves have been orchestrated based on someone else making strong noises/recommendations. The cash Qtly payment was more significant than we might assume and I think might have sent a serious message out into the wider market. September onwards could be very interesting.

Oh and did you all see this too..

https://greywolftherapeutics.com/team/eliot-forster/

Pfizer Ventures are patners and sit on Board of Grey Wolf Therapeutics...so the not only know Darlene and probably approved her hiring they are also on the Board with Eliott and no doubt sanctioned his hiring too.

One to watch in my book...