I should have written..
If I remember rightly if penicillin were to be introduced again, the drug would NOT pass today's high standards as too many people are allergic to Penicillin; This means that many useful drugs don't make it...
You want the Doxorubicin to go to the tumour at a steady pace. Not all at once as it is more likely to leak from the tumour and do damage to the heart. I like the idea that the drug is released over 2 to 4 weeks or so so that the patient does not have to complete repeat visits for top-ups etc. This is more economical. If it is inert in the rest of the body, I dont suppose it really matters, but if the FAP is too active, then I suspect there will be an overdose in the tumour and then the Doxorubicin will go AWOL and cause damage to non-tumour cells. I guess this is what the trail will establish. My concern is that different patients will have different FAP activities. If I remember rightly if penicillin were to be introduced again, the drug would pass today's high standards as too many people are allergic to Penicillin; This means that many useful drugs don't make it... We know AVA6K works ... to a fashion, but does it work for ALL people or just most, or just some? IDK and neither does Avacta. That is why it is a trail. What additional procedures have to be put in place to ensure that the Patients are not overdosed and the Doxorubicin leaks from the tumour and cause damage... time will tell.
If it works so well, why is this not reflected in the share price? I am really dumbfounded that after two really good RNS, the share price still bounces at about £1.00. The recent Trinity Delta Lighthouse valuation report dated 30th June 2022 values Avacta at £557m (equivalent to 219.1p per share). So currently, Avacta's SP is about 47% of 220p and so seriously undervalued. Myles McNulty is saying similar things too. The expectation is that the SP will undergo multiple value-inflection points over the next 18-24 months. I can't wait .... I am the big kid who is waiting for Xmas to come early ..GLA
I sincerely hope you are right Ophidian..
Are you able to confirm transport of doxorubicin across the bi-lipid layer of the cellular membrane of the cell and the nucleus is free and easy. Usually, for such large molecules, there are specialised active transport proteins/large molecules through the b-llipid layer. This is not an easy thing to do. It is not unusual (normal) to have different concentrations of metabolites in different parts of the cell. This is what I am worried/concerned. The biochemists would need radioactive isotopes?? of doxorubicin to follow the process to fully understand it better... this is tricky to do...
Unless you have data at a cellular level, you have no idea that is working. You can infer that the AVA6000 plus deroxorubin platform is delivering the drug to the tumour tissue safely. I agree 100% with that But, it does not demonstrate that drug is inside the cells of the tumour in its activated form, binding to the DNA of fast dividing cells and killing the tumour cells. Until you get intracellular data from tumour cells and compare against healthy cells from the same patient, you don't have a scooby doo idea what is happening at the cellular level... Avacta have biopsy data, but currently unwilling or unable to share data until they fully verify and understand and can explain what is going on... its called research or a trail for a reason...
It is indeed complicated. Until they get the biopsy data and share it, we don't have foggiest.. which is why Avacta are unlikely to share the data.. just yet. I was trying to workout what the concentration of the active drug in the tumour. If you had a 100Kg patient with a 200g tumour.. If the patient dosed the maximum dose. What would be the concentration of AVA6000 in the blood, in the tissues with and without FAP. What would be the concentration of the AVA6000 with the drug attached, the concentration of the cleaved doxorubicin with linker, the concentration of the doxorubicin without the linker etc. As I understand, this the active drug that causes the death of the cell by combining with the DNA where the DNA is spliting and replicating; i.e. during Mitosis. I suspect (I don't know) how much of this active drug is present inside the tumour (which I suspect is not the same as inside the cells where the Mitosis occurs). Only several biopsies from a living patient that is frozen quickly (in nitrogen) to stop Biochemistry activity) will thet able to get that data. Looking at doxorubicin components in the blood will give you a leakage rate from the tumour. Looking at AVA6000 with the drug uncleaved will give you the specificity of the drug...which by all accounts is very good. Basically, until we get lots of biopsy data from healthy and tumour tissues and (more importantly, inside the cells where the DNA replication is occuring) then we dont have a scooby doo. I suspect that there are several stages/variants of the drug from doxorubicin to its active form where the damage is done. Also, the level of byproducts may indicate the extent into its inactive form. Since we have no news (it us assumed no news is good news) that none of the patients have reported any issues, it could be that the doxorubicin is cleaved in the tumour, but does not get inside the cells to cause the necessary DNA damage... It is the damage to the tumour DNA cells is what we trying to achieve. There may be some unknown hurdles, barriers that prevent this process. i.e Avacta may still require more work/time to optimise the dosing and over what time period. So the treatment maybe a low burn process, say over 6 months as opposed to 3 months or 3 weeks.. or 3 days. The really good news is that from first impressions.. and contiuning evidence from the trails, that the conc of AVA6000 with doxorubicin inside the human has little to no detrimental effect. There may well be other unknown parameters/factors that need to be tweaked before we have a well oiled functioning drug that we can put out safely onto the market... I am sure that these very clever scientists will be going through all the scenarios to hit the 'sweet spot'..
I am fully invested (overly so.. extended) and obsessed with this share. I am happy to wait till 2023 and beyond until they get it right as the rewards are truely massive.
Does Avacta really want to be taken over? I thought they would make more money by licencing the platform to other Pharmas using different drugs .. and collecting royalties a % of the t/o. The slope to riches would not be very steep, but the height (the total profits) of the mountain would be significantly bigger as more than one Pharma can take a slice. Whatever happens, I would like the company to be British and pay UK taxes.
Am I being a sentimentalist? Too Nationalistic maybe? So long as the Chinese don't get their filthy paws on it.
Looking (I used as search on the ASCO website for the Annual Meeting) and it came up as a zero response
0 Results for "avacta"
Did you mean acaca instead of "avacta"?
I am concerned and I was NOT expecting that :-(
Will AVACTA be presenting another poster or something ..??? I am confused.
Agent wrote: There’s absolutely NOTHING sinister or unusual in the fact that a disease that has been contained in Africa for decades suddenly makes a breakthrough on the world stage just as the world is about to vote to give the WHO power to control global response to pandemics. We will no longer get to decide on lockdowns, they will.
I don't think the likes of China and India, Russia, and North Korea will follow anything that the WHO will recommend. I think the WHO will make recommendations and the individual countries may/may not follow suit. It is like herding cats. You or the WHO will not be able to do it .. Pls just put a sock in it. You made your point. Most people think it is invalid. Move on.
The not so switched on market are waiting for a formal RNS of the data demonstrating that it works. Then the penny will drop. Those who are believe.. and have a good understanding of what Avacta are doing.. have gone in with everything... (and I mean everything... that is me BTW)... are waiting with bated breath..
So we are +expecting multiple inflexion points.. This reminds me of a previous girlfriend and orgasms .. Those were the days.
So we are expecting are BIG inflexion point in June 2022 .. Best not to trade. Just buy and hold.