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Listen to Aldebaran folks. As he says himself, he's got a very high IQ, repeat, a very high IQ, and is an expert at pattern recognition, as proven in his spelling of common words.

Is it hidden in the crypt?

JHFH 🏆👺🤡

😂

Anyone who thinks the trader Aldebaran has got anything of use to say about our resident troll should head over to the HEMO board where the posters there can't stand his constant drivel and are imploring one another to .......filter him.

Oh the irony.

Remember folks that narcissists are never wrong; it's everyone else who is wrong... History will be rewritten to fit current facts and events - he was right all along!! Except he wasn't.

Anyone who takes any notice of the twaddle this trader comes out with is not paying attention to how the narrative changes with the trading.

"The principal translation risk is the gap between preclinical pharmacology in xenograft models and clinical pharmacology in human patients. Tumor selectivity indices generated in mouse models, even patient-derived xenograft models, do not always survive translation into the heterogeneous biology of human cancers."

Ah, but here's the rub. The tumour-to-plasma ratio for AVA6000 in a mice animal model was approximately 4:1 to 15:1 and Avacta has hypothesised that the ratio was GREATER in the clinic because FAP in mice plasma is higher than in human plasma. This came up on Science Day with the stated hope/belief that the ratio for AVA6103 will be affected similarly.

"Bicycle Therapeutics has built a parallel platform around its Bicycle® Drug Conjugates, a class of small bicyclic peptide-payload constructs that the Company positions as an alternative to monoclonal antibody-driven delivery. Bicycle’s lead programme zelenectide pevedotin targets Nectin-4 and uses a valine-citrulline cleavable linker with an MMAE payload, and the Company has reported preclinical head-to-head comparisons against Nectin-4 ADCs claiming superior anti-tumor activity in xenograft models. Bicycle’s separate EphA2 programme nuzefatide has clinical data showing tumor MMAE concentrations approximately 10-fold higher than corresponding plasma levels at 24 hours post-infusion, which is a clinical-stage analog of the tumor-versus-plasma exposure argument Avacta is making in preclinical settings."

The zelenectide pevedotin program "is being deprioritized, whilst evaluating potential regulatory options and next steps." (https://www.bicycletherapeutics.com/pipeline/pipeline/)

Details and background here: https://www.fiercebiotech.com/biotech/hitting-regulatory-roadblock-bicycle-pumps-brakes-lead-program-and-deflates-headcount-30

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As regards the nuzefatide program tumour-to-plasma ratio being 10-fold higher in the clinic, the AVA6000 ratio in the Phase 1 trial is some 100-fold higher: https://avacta.com/avacta-therapeutics-presents-data-from-lead-precision-candidate-fap-dox-ava6000-at-the-2025-aacr-annual-meeting/

She probably did. I probably missed that.

There only seem to be two indications currently in play, with STS being on the backburner, possibly—hopefully—because there is a partner waiting in the wings for the data.

That being so, I had assumed the two presentations of data would be for SGC (at ASCO, end of May/beginning of June) and TNBC (as yet unknown) since these two indications will be taken forward in quite separate routes: TNBC (fairly common, largish market, several current therapies, including combinations, that will mean many expensive large trials) and SGC (rare, small market, no SoC that will make trials simpler and cheaper).

It's to do with clinical trials in the US.

More about Daiichi's deruxtecan trials from that report:

"TROP2-directed Datroway, Daiichi’s second ADC from its AZ collaboration to reach the market, showed limited efficacy in second-line non-small cell lung cancer, leading to a revised FDA application and eventual go-ahead in an EGFR-mutated niche last summer.

"Based on learnings from the readout, Daiichi and AZ tweaked several of Datroway’s phase 3 trials, including the closely watched Avanzar study in first-line NSCLC, to include analyses of an AI-enabled TROP2-related biomarker as a primary endpoint.

" “Based on the totality of data that we’ve seen so far across multiple data sets, we’ve seen consistent improvement in performance for both [progression-free survival] and [overall survival] in the biomarker-positive patient population, both as monotherapy and in combination with [immuno-oncology] in a first-line setting,” AZ’s oncology R&D chief Susan Galbraith, Ph.D., said on the company’s first-quarter earnings call last week.

"In addition, the launch timeline of Daiichi and partner Merck & Co.’s HER3 ADC, patritumab deruxtecan, looks significantly delayed, if the agent ever reaches the market at all. Following an FDA rejection in 2024 due to problems at a contractor’s manufacturing facility, the pair last year pulled an application because of an overall survival miss in EGFR-mutated NSCLC. In its Merck partnership, Daiichi is responsible for manufacturing.

"Meanwhile, another Merck-partnered Daiichi project, B7-H3 ADC ifinatamab deruxtecan (I-DXd), is awaiting an FDA decision for previously treated extensive-stage small cell lung cancer by Oct. 10, 2026. However, competition in the B7-H3 space is heating up."

https://www.fiercepharma.com/pharma/daiichi-sankyo-takes-610m-profit-hit-linked-adc-manufacturing-losses

President Donald Trump is set to fire FDA Commissioner Marty Makary, The Wall Street Journal reports, citing sources familiar with his plans.

https://www.fiercepharma.com/pharma/trump-plans-fire-fda-chief-makary-report

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As of his appointment as FDA Commissioner in 2025/2026, Dr. Marty Makary has focused his professional interests in clinical trials on modernizing the regulatory process, increasing speed and efficiency, and utilizing real-time data to accelerate approvals. His approach emphasizes eliminating "dead time" between trial phases and utilizing digital technology to monitor safety signals, aiming to reduce the standard 10–12 year drug development timeline.

His key areas of interest and initiatives include:

• Real-Time Clinical Trials: Leading the push for "proof-of-concept" trials where FDA reviewers can monitor data signals via the cloud in real-time, moving away from relying solely on final, end-of-study submissions.

• Reducing "Dead Time": Aiming to eliminate the significant lags (estimated at 45% of total development time) between phases 1, 2, and 3, which he has likened to unnecessarily applying to college after every year.

• Regulatory Flexibility for Rare Diseases: Advocating for customized, flexible regulatory paths for rare diseases where traditional large-scale, randomized trials may not be feasible. This includes favoring the use of "plausible mechanisms" and synthetic control arms.

• Modernizing Evidence Generation: Promoting the use of national electronic health records (EHR) data and large datasets for monitoring drug safety and efficacy, particularly for post-approval surveillance.

• AI and Tech Integration: Utilizing AI tools to expedite review processes and reducing reliance on animal testing.

• Precision Medicine and Targeted Trials: Emphasizing the need for trials that are tailored to specific molecular or genetic targets, rather than just large population averages.

• Safety and Transparency: While pushing for speed, he has emphasized maintaining high safety standards and creating clearer, faster communications from the FDA

You've got a real superiority issue going on there... Compensating for being a twat are you?

Yes https://www.youtube.com/watch?v=nn2FB1P_Mn8

Thank you

So—that essay was too long—has the twat trader sold?

What's the link for the LSE (proper) view of all of today's trades?

I don't understand what you mean. What I see for trades today (bog standard view):

Date Time Trade Prc Volume Buy/Sell Bid Ask Value

08-May-26 17:06:11 82.50 126,860 Unknown* 82.00 83.00 104.66k O

08-May-26 16:29:43 82.055 12,195 Sell* 82.00 83.00 10.01k O

08-May-26 16:29:22 82.111 5,000 Sell* 82.00 83.00 4,106 O

08-May-26 16:29:21 82.111 8,318 Sell* 82.00 83.00 6,830 O

08-May-26 16:29:08 82.055 1,539 Sell* 82.00 83.00 1,263 O

08-May-26 16:28:22 82.375 60,000 Sell* 82.00 83.00 49.43k O

08-May-26 16:27:34 82.0141 4,801 Sell* 82.00 83.00 3,937 O

etc

And it's always worth repeating. Google/Gemini searches several times as the results are slightly different in their coverage each time.

In short:

- used in conjunction with chemotherapy, immunotherapy, radiotherapy

- challenge: getting genes into EVERY cancer cell

- challenge: getting to the cancer cells past the protective stroma in the tumor microenvironment

No, you need to read it all, including caveats... And then think about what Avacta's platform provides in relation to those caveats.