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From January 2022: https://www.lse.co.uk/ShareChat.html?ShareTicker=AVCT&share=Avacta&thread=F8A7246E-0C43-4912-846F-471E697CBC7E

Didn't I read somewhere that AffyXell is to be floated on the Korean KOSDAQ?

Don't know what the valuations on KOSDAQ are like compared to NASDAQ.

Ade's alter ego wrote "if they can’t even do simple PR how are they going to commercialise fuel cells"

Wow, fallacious argument of the year!

40K + 30K + 30K + 20K + 30K + 30K and seemingly still buying

This is how it works. The calculation is, where you're chosen number is n:

Just a bamboozling way of saying (n+1)x9

So

2x9 = 18

3x9 = 27

...

10x9 = 90

Why are you here desertwolf01 if you are not invested? Serious question. It just seems weird that someone should spend months and months just knocking the company.

Shh!!! Dont tell AgentB about their realtime PCR kit.

In contrast...

ivosidenib (Tibsovo) is from Servier

bezuclastinib is from Cogent Biosciences

Both companies are declared 'relationships and financial interests'.

He is a busy boy isn't he.

Notice that there is no relationship or financial interest declared with Avacta. So he's not being paid to declare that AVA6000 may (probably) be revolutionary.

That is German Merck KGaA of Darmstadt, not US Merck & Co.

The restrictions have to be the same as the restrictions for the UK sites otherwise the data is dirty.

See the final line of that page: Visit ClinicalTrials.gov for full clinical trial description

Anyone know when the patent(s) granting exclusive use of Affimers expires?

@RD " I don't think it's possible to give ava6000 at doses that create systemic concentrations similar to normal dox - surely that's the benchmark in terms of tolerance."

When it comes to toxicity, I think it may not be about systemic concentrations at any particular time point rather than about the total systemic dose in each cycle.

Put another way, conventional doxirubicn is given as a bolus intravenous infusion which immediately circulates in the blood and diffuses into and out of tissues, killing cells that are dividing, until it is all excreted after a short time (as some have said it has a very short half-life in the circulatory system). Thus there is a high initial concentration that falls off sharply. Whereas the AVA6000 bolus infusion circulates until taken up and retained in tissue containing FAP (diffusing into and out of all other tissue types) or is excreted. The only doxurubicin in the circulatory system is therefore the cleaved product of AVA6000 from FAP-containing tissue. This 'slow release' of doxorubicin into the blood stream is fundamentally different from the bolus infusion of conventional doxorubicin - I would expect the former to show a an extended bell curve and the latter a, relatively-speaking, blip: a gentle pummeling vs a knockout punch.

Thus peak concentration (biggest punch) and area under the curve (aggregated strength of punch/es) are the true measures of potential toxicity.

My thoughts. But I've never fully understood and am certainly no expert in PK, toxicoloy or oncology!

Totally agree Codejunkie.

The Avacta LFT was not designed inhouse and the Avacta Dx divison has never produced an IVD which is why Coris is such a good buy. The whole covid diagnostic thing was indeed a valuable learning process for Avacta as everything was completely new to them (and large parts of it to other Dx players - and the government!) but they should now understand the process, the regulatory system in the UK and EU, and the pitfalls.

Tx and Dx are quite different industries. Tx is high risk, high reward and income can be very lumpy with long, expensive times before the revenue starts rolling in (if ever). Dx is high volume, low margin, with short lead-times and steady income (provided the products sell). Dx is a perfect complement to TX in that it can keep the offices running and the lights on and can provide a steady revenue stream during lean times.

I think Alan is a very astute spotter of opportunities with commercially possibilities. SPARTA Biodiscovery being another example.

Further @Codejunkie, yes, it was clear that Avacta couldn't compete on price during the pandemic (Alan hinted as much early on) and cutting out third parties will definitely bring costs down.

A bit more than that ...probably...

My understanding is that Avacta Dx do the research to identify Affimers for the designated targets, Coris develop IVDs with or without Affimers, register and manufacture them and, together with Launch, do the marketing with Launch being the distributors in various European countries. As indicated by Alan, the distribution coverage is the next growth activity with Launch's coverage to be extended into Germany, Europe's largest market.

This strategy makes Avacta a Dx company with Bx.

All talk about the AffiDX® SARS-CoV-2 antigen lateral flow test is now irrelevant. Avacta has aquired a company that clearly knows how to design, manufacture and market successful IVDs. If Coris can make LFTs, and other IVDs, using Affimers that are superior to what they already use then all well and good and, er... roll on the next pandemic.😱

Could be a licensing partner for anything - AVA6000 co-development, AVA6000 indications, AVA6000 regional marketting rights, AVA3996 co-development, pre|CISION IP for inhouse prodrug development, ...

I think it's wonderful of you Terry that you're not invested in Avacta since you bailed out at a loss yet you still continue to donate your valuable time to advising members of this board on the fate of the company. You're a true altruist. Truly.