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🤡OfDoom

You're really bad at this FUD thing aren't you? For a supposed engineer and father of AI your grasp of logic is sadly lacking. It's not worth reponding to your efforts in detail as, ...well, life's too short to waste time on that sort of thing. Anyone can go through this thread and count the contradictions, straw men, moving goal posts, and other fallacious arguments.

I believe this was also the patient who, quite late on in his treatment, was described as saying the biggest inconvenience of his treatment was having to go to the hospital periodically (not anything about side effects).

From Gemini: "55-Year-Old Male (Sarcoma): This patient, who had progressed on two prior lines of therapy, achieved a partial response with a 40.5% reduction in tumor size."

Three things of note here:

– This was a terminally ill patient with heavily pretreated, refractive cancer.

– There was a lifetime doxorubicin limit in force art the time he was being dosed.

– One of the clinicians (Dr Tap?) at the Science Day back in 2022?/2023? was emphasising that doxorubicin was only a temporary halt to sarcoma progression because, even if the patients could stand the side effects, treatment had to stop when the lifetime limit was reached.

ToucanOfDoom

https://event.summitcast.com/view/9z5g2VrV6e6rbCqQgDRoHA/LwUt6pCTp7n3eomJgfvTSA/ @ 15:21

"...with our doxorubicin we will be updating those data at a medical conference later in the first half of this year."

Erm... 🤡

AVA6000 has a simple leaving group (the dipeptide with a tiny capping group) with a simple, non-proprietary name. I believe the AVA6103 leaving group (AVA10344 ) has some sort of targetting entity (that being what enables AVA6103 to remain in the TME) and so will be more complex. I should imagine they will want to keep track of where everything goes and sort of square the sum of all the bits out equating to the amount of drug in.

What those bits out are is explained below for doxorubicin and exatecan as they have been well characterised. AVA10344 is new and uncharacterised in the literature (but will have been characterised by Avacta).

— — — — — — — — —

What happens to doxorubicin when it does its work in a cancer tumour?

https://www.google.com/search?q=What+happens+to+doxorubicin+when+it+does+its+work+in+a+cancer+tumour%3F

- - - - - - - - - -

What happens to doxorubicin itself (not conjugated) after it has done its work in a cancer tumor?

https://www.google.com/search?q=What+happens+to+doxorubicin+itself+%28not+conjugated%29+after+it+has+done+its+work+in+a+cancer+tumour%3F

- - - - - - - - - -

What are the metabolites of doxorubicin?

https://www.google.com/search?q=What+are+the+metabolites+of+doxorubicin%3F

- - - - - - - - - -

Is doxorubicin a more potent cytotoxic than doxorubicinol?

https://www.google.com/search?q=Is+doxorubicin+a+more+potent+cytotoxic+than+doxorubicinol%3F

— — — — — — — — —

What happens to exatecan itself (not deruxtecan or an ADC version) when it does its work in a cancer tumour?

https://www.google.com/search?q=What+happens+to+exatecan+itself+%28not+deruxtecan+or+an+ADC+version%29+when+it+does+its+work+in+a+cancer+tumour%3F

- - - - - - - - - -

What happens to exatecan itself (not deruxtecan or an ADC version) after it has done its work in a cancer tumour?

https://www.google.com/search?q=What+happens+to+exatecan+itself+%28not+deruxtecan+or+an+ADC+version%29+after+it+has+done+its+work+in+a+cancer+tumour%3F

- - - - - - - - - -

What are the metabolites of exatecan?

https://www.google.com/search?q=What+are+the+metabolites+of+exatecan%3F

It was never a goer.

It'll be what's left of AVA6103 when the exatecan has been cleaned off. All compound need a name.

I wonder whether the metabolites of AVA10344 (if they know what they are) will be measured separately, lumped together with AVA10344, or not measured at all.

Ditto, and more importantly, for exatecan, although the metabolites to look for will already be known from the literature.

If they have proven specificity for FAP in vitro and have seen cleavage and little in the way of side-effects in vivo, then all that's left is to show that the chosen initial dose doesn't kill or prove highly toxic to the first patient and the rest of the first cohort, and that there is some clear efficacy, actual or surrogate (i..e. exatecan concentration in the tumour), and minimal side-effects by the time the second cohort completes.

25 March, RNS 26 March, nailed on, probably.

ToucanOfDoom, your Thai model needs updating...

AVA6000 trial record created 20 July 2021, FPD 10 August 2021 (announced by RNS on 11 August). Total time 21 days.

Today is 6 March 2026. 21 days on will be 27 March.

Even if announced the next business day that would be 30 March, still before the end of Q1.

Don't forget the 'lessons learnt' accelerator.

You are still a twat and a 🤡

I think LDA is taking the Mick

That's right ToucanOfDoom, CC shares all the lovely new juicy data with us now and then when a conference — where announcement of NEW DATA is required — comes around...

🤡

The OP's premise is 'no deal' but without specifying what sort of deal. There are many sorts of possible deals and only a small one would do the business.

It was not a forum for showing detailed clinical data.

Special offer at Ryman's, Timster. Lots of lovely pretty colours.

It's led by an assortment of zoo animals. Welcome back.

RSI now over 70. No 'hard' news.

Caution if buying and an opportunity if selling (trading) if you think this move up will be a spike (temporary change of sentiment), otherwise hold or buy more if you think this is the start of a rerate (permanent change of sentiment).

So buy, hold or sell. The choice, as ever, is yours!

What happened to 'The Beast' today? Noticeable by its absence.

My model went chug-chug whirr whirrrr whirrrrr and then came off the rails. That's the last time I use a model railway engine to predict clinical development.

Novartis would be my favoured deal partner.😉🤑😜