Member Info for BuenaVista

Interesting. "Vedotin ADCs consist of a mAb bound to monomethyl auristatin E (MMAE) by a protease-cleavable valine–citrulline (vc) linker. The vc-MMAE drug linker is conjugated to native mAb cysteines, resulting in a heterogeneous average drug-to-antibody ratio of 4."

https://aacrjournals.org/mct/article/23/10/1483/748612/The-Vedotin-Antibody-Drug-Conjugate-Payload-Drives

Interesting. GoSushi has just proved why biotech valuation is not an exact science. A 15% probability of success for AVA6000 in SGC? I don't think so! Fifteen percent may be the probability applied to biotech Phase 1 candidates but applying it blindly ignores all the Phase 1 data. Drug Peak Sales is a finger in the air exercise. Etc.

What's missing from this mathematical model is the financial pain to companies that fail to acquire these products and the platform, which is the major component of valuation in the real world - ultimately, Avacta and its assets are worth what a takeover company is prepared to pay.

The buying price is the higher of the two and was 48p when you wrote that but, hell, why not take the opportunity to give the company another little knock. Your pretend ignorance is disingenuous.

Halva wrote "...we're told that BP already know how valuable AVCT is. But for some reason they don't act on that knowledge."

How valuable is Avacta? If whatever valuations big farmer are talking about don't match Avacta management's assessment and none of them are willing to make a formal offer and be a stalking horse to start the bidding war, then we hear nothing. Your FUD is crud mate.

"If something is going to happen why hasn't it already? You can say that about anything. "

If 'winnie' is going to wash his Y-fronts, why hasn't he already? Is the obstacle watchie?

This could have been nuclear for Avacta, except tha tit it is a virtual conference HurstBot.

So please explain how this could be of any benefit to Avacta if Avacta are not presenting, which they are not...

The good news for the 8 recs who thought HurstBot had made a good post is that they can register for the conference: https://wsw.com/webcast/oppenheimer39/register.aspx

Looking forward to their reports back on the competitive situation and, of course, news of deals done at the conference.😂

@Thompi, you're being too kind. Watchie has all the intelligence of 'winnie''s Y-fronts.

First-in-human Study of IDRX-42 in Participants With Metastatic and/​or Unresectable Gastrointestinal Stromal Tumors ( https://clinicaltrials.gov/study/NCT05489237 ) Study Start Date (Actual): 2022-08-01, Enrollment (Estimated): 269 around the world.

A quick Google search for https://www.google.com/search?client=firefox-b-d&q=Bystander+Effect+oncology would have given you the answer.🙄🤷🏻‍♂️

DelveInsight's full press release: https://www.prnewswire.co.uk/news-releases/global-peptide-drug-conjugate-market-to-show-enormous-growth-at-a-cagr-of-29-by-2032--delveinsight-302367121.html

It's the Rumble conspiracy alarm

It is Panmure Liberum Limited (UK) that has been appointed, not Panmure Liberum North America in New York. Why is this so much better than Peel Hunt, with their branch in New York?

Help me out here please. Panmure Liberum is a UK company, as is Peel Hunt, and both have offices in New York. So why is this such brilliant news re Nasdaq, IPO, US investors, savvy US institutional investors, etc?

And all this has got what to with Panmure and pre|CISION and where Avacta with its new management is today?

Complete tosh

What enzymes are related to the FAP enzyme? ( https://www.google.com/search?q=What+enzymes+are+related+to+the+FAP+enzyme%3F )

Where is DPP IV enzyme found in the body? ( https://www.google.com/search?q=Where+is+DPP+IV+enzyme+found+in+the+body%3F )

The cleaving depends on the (3-D) conformational fit of the active part (the key) into the (enzyme) receptor (the lock).

In a previous Spotlight, when describing how they built up knowledge about the receptor, they talked about how making a change to one part of a prospective drug makes changes to other parts and hence to the whole chemical.

AVA6000 is a 'perfect' key for the receptor, but nothing is ever quite 'perfect'. There will be a spectrum of 'fitting' and some good fits, by which I mean chemicals that are cleaved well by FAP, may also be tending towards being a sort of fit for other, related, enzymes.

Take a look at the latest Spotlight from about 3:25 for the modelling of the 'FAP docking site' (aka receptor): https://avacta.wistia.com/medias/kbn3w56eye

"AVA6000 already de-risked the Pre|CISION platform in humans."

Let's unpack that bold statement. It's certainly true that AVA6000 works in humans. Part ot that proof at the preclinical stage was testing AVA6000 against FAP and RELATED ENZYMES. I, personally, have not seen that work reported for AVA6103. IF AVA6103 is cleaved by enzymes related to FAP, then there will be off-target toxicity. If the work has been done and reported, then good - I've just missed it.

Also, AVA6103 is structurally different from AVA6000 - very different actually (remember this isn't 'plus and play' tech), so how it is metabolised in humans isn't known. It could be inactivated, it could be made toxic, or - as most of us hope - it could work brilliantly.

There are possibly other reasons why big farmer isn't chomping at the bit to get at the platform quite yet.

Pub bore, not only are you one sad bustard, droning on as you do all the time in the corner of the board, but you are also not very bright, H&W Boy, and really, really don't want to admit what has been happening these past 3½ years. What a sad life, doing what you do. Pathetic.

A 90% failure rate is often quoted by those who neither know what AVA6000 is nor want to know what it is. This seemingly includes investment houses as well as traders and bashers. Here is the, er, reasoning:

https://synapse.patsnap.com/blog/why-do-90-of-clinical-trials-fail? - bonus points will be awarded for all correct identifications of failure reasons that apply to AVA6000...

Now, as AVA6000 moves towards the end of Phase 1, there is surely no doubt (amongst those who understand what AVA6000 and pre|CISION are) that it will progress to Phase 2 in one, two or possibly three, four or more indications depending on the licence agreements divvying up the indications.

So, if a 90% failure rate for AVA6000 whilst in Phase 1 is currently being applied to Avacta's market value, what failure rate can we expect to be applied in Phase 2?😂