Member Info for CTSFO

Afternoon BV. It’s been a very challenging time. CoViD into Putin’s European Tour has had huge repercussions. You’re absolutely right about the cyclical nature of economies and investments. It’s been suggested elsewhere ( sorry can’t find the source ) that this AIM bear run is now over. So an excellent time to put new money in. And some relief for suffering LTHs. It’s been hard. In many ways this is an ideal time for Avacta to be at this stage in product development. Sentiment is improving, BP want and need their next big hitting drugs. It’s a good time to be invested here. Having seen what a good broker’s note and RNS did to C4DX, can’t imagine what the equivalent would do for us.

Good Luck Always.

I’ve wondered why Avacta presented at Boston and not at the JPMHCC. It makes sense for Boston to be the advertising, and JPMHCC to be the face to face discussion venue. As has been suggested in earlier posts. Wait and see time.

I think we’re in for a good year. I hope this link works:

https://www.investors.com/news/technology/biotech-stocks-pharma-heat-up-in-2024-as-buyouts-obesity-ai-drive-excitement/

Please don’t take this as deliberately argumentative. AVA6000 blurs the new drug / prodrug classification, imho.

You’re obviously completely right that it’s a new delivery system for an established drug. A pro drug in other words. But because of the extremely selective nature of the delivery platform, it’s allowing far higher tumour cell levels of doxorubicin to be established, whilst minimising the side effects. So the previous dosing guidelines won’t necessarily apply. So that makes it more a new drug than a prodrug from an approval perspective.

The fact so much is known about doxorubicin will make the approval end points much easier to establish.

The CLN was the stupidest decision ever… or part of a plan to crash the sp? It’s clear people have wanted to take this company private for a long time. How better to do that than with a crashed sp?

Fair question Topcat. AIM, Biotech, and a CLN being paid will make the risk adverse ‘turn the page’, before trying to understand the science. One of my friends has investing rules which include never Pharma and never if they’ve got a CLN. Personally been shafted by a company taking out a CLN and the sp plummeted.

BUT…

If people actually take their time and DYOR&DD, understand the science - including reading the very helpful explanations that are posted here - they’ll see this is a rare investment opportunity.

It’s also right Avacta isn’t on everyone’s radar, but it will be on the radar of the people that matter in BP.

It gives us a rare chance to get in at a low sp. Company hugely undervalued. I know this isn’t helpful to LTHs, but I think the next 12 months will see their patience rewarded.

Happy New Year everyone.

A very similar story in the FT, a pity it’s behind a paywall. It helps explain the present SP. Frustrating.

https://www.ft.com/content/a4e877bc-570e-4ebe-bdb9-225ecb9d802c

HAPPY NEW YEAR EVERYONE!!

Just started “Now it can be told” by Leslie R Groves. The story of the Manhattan Project from the US Army General in charge’s perspective. Bit longer than the Art of War tbh, but incredible.

Hi Thompi, thank you! That does answer it. Perfectly. Bit rushed today, didn’t have time to DYOR!! That is so reassuring. No added delays, expense, or risk of erroneous results. Happy New Year. 🥳

Afternoon / Prynhawn Da welshfalcon ❤️🏴󠁧󠁢󠁷󠁬󠁳󠁿. An important point, I believe mentioned by BV, but definitely by someone. Totally supportive of your comment.

Not trying to teach people to suck eggs…

AVA6000 will come to market with a Product License stating approved indication for use and dosing regimen. Let’s say it’s Soft Tissue Sarcoma - but only STS initially.

The oncology community will want to either use AVA6000 off licence, or will rapidly set up trials that show AVA6000 is effective in other cancers, and seek to get the PL expanded. All this will cost Avacta is a supply of the drug if not being bought at cost price.

The OxyContin / Purdue Pharma, and off licence use of Pregabalin, has brought into question the licensed and off licence regulation of drugs. It’s being taken more seriously than ever. Obviously AVA6000 is not a drug of misuse, but the efficacy and safety profile must be established for any new indication. Thankfully, there are well established systems for off licence use of drugs within the UK / NHS. So time will tell us which route is taken. But it’s going to be very interesting. I wonder if individuals will have biopsies taken to establish the FAP level present, or if this is necessary?

Doberman: thank you. I did a simple copy and paste. I should have done some DD&DYOR as well. I think it’s potentially important re ongoing cancer treatment. We all know drugs have effect / side effect profiles. Having a platform that precisely delivers cytotoxics has got to be of growing interest to BP.

Fair question BV re classes of drug and cancers treated. I think, and will check, there has been a move away from doxorubicin in breast cancer treatment - for example. CAR-T treatment is being used. I don’t know if one has replaced the other. Going to check.

But we know there is reduced risk with AVA600, and increased risk with CAR-T therapy, will there be a change back to doxorubicin via AVA6000?

Will get back once had a chat with a friend who is a Consultant Oncoplastic Breast Surgeon.

Hurst10: I’ve got to repost this, and keep it re-posted.

“ FDA Today 11:14

In a blow to CAR-T therapies, the FDA is investigating a “serious risk” of patients developing new cancers after treatment with these highly efficacious oncology drugs.

"The FDA unveiled the probe Tuesday. The agency said it has received reports of T-cell malignancies, including CAR-positive lymphoma, among patients who received BCMA- or CD19-directed CAR-T cell immunotherapies."

Following this report FDA have upgraded the warning to a Black Box to all the currently approved CAR-T therapies, the most serious safety related warning!

As per Avacta's presentation at the Science day early 2023, Avacta was highlighting Precision Chemotherapy vs CAR-T therapy and its tremendous potential.

Our new Chief Business Officer will certainly be in demand at the upcoming JPM conference, not to mention AACR in April along with the Company.

At current price one is paying for AVA6000 and basically getting the rest of Avacta for free.

The majors will be all over Avacta, not to mention the potential interest from Eli Lilly having now acquired Point Biopharma!”

Immunotherapy is inherently risky - to say the least. AS’s phone must red hot this morning.

Pivotal phase 2 just might be possible allowing for the vast amount of data known about doxorubicin, though it would be an exception to the normal development sequence. Fingers crossed. Well and truly crossed. Good point BV.

https://www.sofpromed.com/pivotal-clinical-trials-frequently-asked-questions

I don’t. I just assumed the standard 1,2,3 approach. Anything that gets AVA6000 to market sooner is obviously to be welcomed.

Happy Taint week everyone. Good comments about M&A money being used by BP. From a patient’s perspective, what would get AVA6000 to market quickest? Staying completely in house with Avacta, JV / licensing with BP, or a complete buyout by BP?

Phase 2 & 3 have to be performed and completed. Please don’t take this as fud / deramping / anything like that: how long will this take and how much will it cost? We know AS has stated there is funding into 2024, and anything further will hopefully not be diluting. I believe him. I’m just wondering how they will play the next phase in AVA6000’s journey. Shareholder here, but by no means as big as some of the posters. Personally I think we need this drug in patients’ arms as soon as safely possible.

Wishing everyone, yes everyone, a very merry Christmas and peaceful, prosperous, New Year.

NYsize.., having a moan on a BB? I don’t think that idea will ever catch on. Nice try though. ;-) ;-) Merry Christmas! 🎅

I wonder if there are equity advantages to being an employee vs a task and finish consultant / contractor?