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What's in the further news flow on Thursday and Friday HurstBot?

If you don't know the answers to those basic questions by now after all your years of 'concern' then there's no point telling you because you obviously don't listen.

AI Overview

A FAPI (fibroblast activation protein inhibitor) PET scan is a novel molecular imaging technique that uses a radiolabeled FAPI tracer to visualize fibroblast activation protein (FAP), which is highly expressed in the stroma of many cancers but not in most normal tissues. This approach allows for superior detection and staging of various cancers compared to traditional FDG-PET scans, particularly those with high FAP expression. The technique offers advantages like detailed tumor visualization, improved prognostic assessment, and the potential for more targeted therapies.

How it Works

Tracer Injected: A small amount of a FAPI-based radiotracer is injected into the patient's vein.

FAP Binding: This tracer binds to FAP, which is found on cancer-associated fibroblasts (CAFs) in the tumor microenvironment.

PET/CT Scan: The PET/CT scanner detects the radiation emitted by the tracer, creating images that highlight the areas where FAP is present, revealing the tumor.

Key Advantages and Applications

Improved Detection and Staging: FAPI PET/CT shows high sensitivity for detecting various cancers, including epithelial neoplasms, and can provide more detailed staging information than FDG-PET.

No Dietary Preparation: Unlike FDG-PET, FAPI PET scans typically do not require dietary restrictions, simplifying patient preparation.

Targeted Therapy Guidance: FAP is a target for new treatments, and FAPI PET imaging can help identify tumors for therapy and monitor treatment response.

Broad Cancer Coverage: It's effective in a wide range of cancers, such as gastrointestinal, pancreatic, brain, and thyroid cancers.

Non-Oncological Uses: FAPI PET can also visualize non-cancerous conditions like fibrotic and inflammatory conditions, as FAP can be expressed in these areas too.

Limitations and Future Directions

Stromal Variability: FAP expression can be present in the stroma of various tissues, including in some non-cancerous conditions, which may affect interpretation.

Further Research Needed: While promising, more large-scale, long-term follow-up studies are required to fully establish the benefits of FAPI PET/CT in all clinical settings.

Complementary to FDG-PET: FAPI PET/CT may not replace FDG-PET entirely but can be used as a valuable complementary tool for comprehensive cancer assessment.

Well that was chemistry heaven for me! My big takeaway is that Avacta have made pre|CISION substrate (i.e. prodrug) discovery into a truly plug-and-play process and that is MASSIVE because it means it vastly reduces the time and cost of making and testing hundreds and hundreds of candidate compounds down to making the few most likely best candidates. AI wasn't mentioned during the discussion; I think this understanding was arrived at by good old-fashioned empirical reasoning.

Https://avacta.com/research-development-spotlight-series-episode-11/

Https://www.investormeetcompany.com/meetings/interim-results-491

@treasureisland, you absolutely definitely need to increase your short. There's a killing to be made here.

😂🤡

Yeah, when it comes to negotiating deals, who's going to blink first? Unfortunately I think Big Farmer can afford to wait until February. I just hope we can get a deal or two bringing us enough cash so that not too many better future options are lost. We do need to start the ball rolling though! That first endorsement by a major player will be vital.

Actual clinical data such as new partial responses, etc.

I don't take the absence as anything negative - the interims isn't the place to present new data - but if there's nothing released ahead of the presentation this afternoon, the clinical part of the presentation isn't going to be very informative for us. I do think/hope we'll get news in early October of Avacta presenting at AACR-NCI-EORTC.

The faridoxorubicin Phase 1a data will be presented at ESMO in October, as we already knew.

For the Phase 1b data: "In 4Q 2025, we expect to present the first of the Phase 1b data from the salivary gland cancer cohort. In 1H 2026, data from the cohort of triple negative breast cancer will be presented" - so, if not released later today so that CC can talk about it, the Phase 1b data for SGC could be presented at AACR-NCI-EORTC immediately after the ESMO conference.

For AVA6103 (Gen 2): "FAP-EXd (AVA6103) is on track for the first patient expected to be dosed in the trial in the first quarter of 2026. Preclinical data in multiple animal models of various solid tumors continues to demonstrate the activity of the exatecan payload in the sustained release mechanism. We are looking forward to initiating our second clinical program next year with the first patient planned for 1Q 2026" - as above: something later today or at AACR-NCI-EORTC.

For AVA7100 (Gen 3): No mention at all, so again something later or at AACR-NCI-EORTC, or they've stopped taking about it.

Fair enough, but it does seem strange to have an outflow/loss on 'investing activities'.

"Cash outflow from operations and working capital movements were £12.14 million (H1 2024: £12.60 million; FY 2024: £26.05 million) and cash inflow from investing activities were £8.77 million reflecting the proceeds of the sale of Launch Diagnostics (H1 2024: outflow of £0.80 million; FY 2024: outflow of £1.43 million)."

Should those not be inflows at the end, not outflows?

What's going on??? This isn't supposed to happen until Christina stands up and says "Good afternoon and..."

Depends which way it goes after the 20p placing.

What sort of thing do you think will be announced on partnering and/or licencing?

I think Avacta should scope AVA6103 first, as they have done with AVA6000. All three AVA6000 indications, plus potentially others, are up for grabs for licensing.

Anything is possible Bella but I hope not as Avacta would likely be short-changed at such an early stage. Both sides will want to see safety, tolerability and efficacy first, and having those would increase the value for us.

Dr Tap will be speaking at at least two open events either side of standing by the Avacta poster.

I want to know what AVA6103 data will be presented and when. There can't be any announcement before a conference presentation and the IND submission to the FDA is due before the end of the year so that means either we get to hear about AVA6103 progress during Tuesday's update or at the AACR-NCI-EORTC conference near the end of Ocober, or AVA6103 is a dud, which I find hard to believe given the previously announced data.

I would like exactly the same but in the form of figurative mime.