The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
What does a 40% cos supposedly look like?
Yawn
It has been said yes, but to little or no extent what that entails - lots of detail missing! Particularly, has there been any scope to bump up dosages too…. Could C1-C5 now be receiving 3 weekly treatment of the C6 dosage, for instance.
I am hoping to learn that patients have continued to receive AVA6000 following their participation in the initial 3 dose trial, ideally that patients from C3, C4 and C5 are continuing their course, and seeing that C3 or C4 have moved up to receive same dosage as those in C5…
I am also hoping to see that the “One” patient with significant tumour reduction is actually several/many…
Time will tell
It all depends upon the story that is told - the “one” patient that was mentioned in 19th Sept rns could be a patient from Cohort 5…. Could still be receiving treatment. As could those from Cohort 6. They state one, but there could be others (or most/all).
So does the precision platform crest an opportunity to essentially “steal” the science of others - i.e. taking toxins that are under patent by others and repackaging them in to a different substance that is essentially the same when activated but different when administered? Is that considered a different substance or still protected by patent?
You know it’s been a “good” week when you scroll through the chat and read the word “luftwaffe”
Is Missus Miggins still letting the school of 6:45 taste her filling before pies hit the shelves for NY pies buyers? oh I do hope it’s piping hot sire, do you sir, do you hope it’s hot sir? Och suits you sir
Try doing this
https://*********************
.com/newsfeed/article/avacta-group-plc-ava6000-data-poster-presentation-at-aacr-1379501
Or just add a line break or space part way through the domain (think that works too - just have to adjust when you copy and paste it)
1.5bn paid for a 260milpa business… so AVCT could be x16 ish from current levels (assuming 4bn annual rev)
Revenue projection is key
No doubt she’ll toy with us next by deleting her post… predictable
What’s not even 4?
Annual revenue at Mirati is $60mil… net loss $360mil… $5bn?… bargain 👀
Yeah it will be quite telling where the dosing levels go. Could start at Coh5 level increasing in 33% increments thus finishing beyond Coh7 (assuming 7 doesn’t look like MTD either) - a very interesting 3-9 months ahead
Used word “Exciting” 4 times in his closing statement. Clearly he can barely contain it !!
Yes but today also was a buying opportunity, if there is dilution yes it is a buying opportunity at £1 but everything you do own will be a fraction less in an instant and in event of a TO… non-diluting funding arrangements would be my preferred answer
Are AVA3996 trials planned for Q4 this year or did I imagine it?
It would certainly appear that way ! Thanks for posting
….wonder if verdict will be in by 22nd Nov