Member Info for BuenaVista

A quick look at the RSI will tell you why, in the absence of share price-shifting news (aka funding news), the share price was always likely to retrace. I'm sure it will only be temporary - quite possibly a slow decline like the last couple of peaks since July when the RSI rose over 70.

@NFT, I said that that AI response you posted didn't acknowledge the possibility of pre|CISION being superceded.

I did not say that that would happen.

Maybe ask where a disruptor of pre|CISION's 'dominance' could come from?

I would also say that it's wrong to assume that we are in an ever advancing cycle of new tech. What we ARE in is an ever speeding cycle of greater interdependency. Have you ever read 'The Machine Stops' (1909)?

Eggy wrote "Interesting that the summary comments on the distinctly different Pharmacokinetics of standard Dox and FAP-Dox."

So what does that 'distinctly different Pharmacokinetics' actually mean Eggy? In what way are they distincty different?

Alde, those two companies are developing PDCs that are akin to ADCs except that they use peptides to target tumours rather than antibodies.

Cj, the way technology progresses is with giant leaps and then small refining and improving steps. All the ADCs are just minor improvements on the novel idea of connecting a targetting antibody onto a warhead.

What Avacta has with pre|CISION is akin to what some company might have had with ADCs if it held watertight IP for what an ADC is.

Derek, the answer lies, I believe, in the way the doxorubicin is administered, namely intravenously, which means into the blood returning to the heart. Thus with a bolus of traditional doxorubicin the heart gets a massive dose in the first pass of the drug around the body. AVA6000 is inert and the doxorubicin is only released when cleaved off by FAP after which it then circulates around the body in the blood in a dilute form.

You two are only thinking inside the box. pre|CISION is a disruptive technology, but there could be a further disruptive technology coming out of left field in the future, in addition to any competitor with improved specificity for FAP or another 'universal' marker.

NFTs' AI overview is a good read and very encouraging but overlooks one important aspect: the possible emergence of future competing oncology platforms, something that it is impossible to predict.

1. Find a candidate that is exquisitely specific for the target receptor.

2. Show that it works in animal models.

3. Show that it works in humans with minimal side-effects.

These were all achieved by the time the early AVA6000 trial results came through. Everything since has been further confirmation and extension into VERY interesting opportunities. Sure, there has been the usual slog of being a cash-hungry start-up biopharma business but when the first respected pharma industry player, be that a major company or a big institutional investor, validates the platform with funding, the share price will take off. The Avacta management is confident that this will be soon, and so am I.

"Combination therapy, a treatment modality that combines two or more therapeutic agents, is a cornerstone of cancer therapy. The amalgamation of anti-cancer drugs enhances efficacy compared to the mono-therapy approach because it targets key pathways in a characteristically synergistic or an additive manner. This approach potentially reduces drug resistance, while simultaneously providing therapeutic anti-cancer benefits, such as reducing tumour growth and metastatic potential, arresting mitotically active cells, reducing cancer stem cell populations, and inducing apoptosis."

https://pmc.ncbi.nlm.nih.gov/articles/PMC5514969/

The above review, which I just pulled out as the first hit from Google, is long, detailed and highly involved - 14 pages in printed form (which is easier to read) : https://pmc.ncbi.nlm.nih.gov/articles/PMC5514969/pdf/oncotarget-08-38022.pdf - and is notable for two things:

The review was submitted in October 2016 and calls on earlier work so is at least 10 years out of date. In pharmacology terms, with the speed of advance of knowledge, that is akin to medieval history. And secondly, there is no mention of bleach.

"Dual combination oncology therapies used to overcome drug resistance include pairing a targeted therapy with another targeted therapy (e.g., BRAF and MEK inhibitors) or a targeted therapy with an immunotherapy (e.g., a tyrosine kinase inhibitor with an immune checkpoint inhibitor). Other approaches involve combining chemotherapy with immunotherapy to enhance the immune response to cancer cells, or using dual-target drugs that inhibit multiple pathways simultaneously."

More details by Googling 'what dual combination oncology therapies are used to overcome drug resistance'

If this company doesn't get taken over for multiple tens of billions of dollars it will only be because society and the whole economic order is collapsing.

Just to note that faridoxorubicin is a generic name (like aspirin and paracetamol) so is not capitalised - trade names are capitalised (like Anadin and Panadol).

Reading between the lines dear girl, reading between the lines.

Next month everyone will be in top hat and tails.

CC said not yet. Not while funding is an issue and there's a madman ruling America like a king.

Https://www.youtube.com/watch?v=j436CWiVRlU

😭😭😭

Well Bella, it depends on what's in the pipeline update to enthuse investors for future prospects, a £13m inflow before the January deadline, and - as a guestimate (without the faff of looking into the company's accounts) - £18m by the time the auditors next cast their eyes over the accounts.. If that latter one is post 5 April, PIs will pile in which bodes well for resisting a lowball takeover.

Aopologies coldwater, you were (almost) right. £20bn would be 4865.60p today, 4444.44p at 450m shares.

Actually coldwater, $20bn is 3631p a share with the current share base, 3316.75p a share at 450m shares.