Member Info for DonaldTrumpsWig

Whether you agree with RAH that the market is as thick as mince or WYN who tells us that the market is always right, what you can't get away from is that on the 9th Feb the SP was £1.85. Today (9th May) the SP is £1.13, what has changed?

Nothing has changed. in fact in the intervening three months the investment case/fundamentals have improved exponentially, with an additional 3 DE's confirmed, US sites opened, short term funding secured.

The current SP is what it is, if you have done the research you will understand that current SP is completely disconnected from the potential. When is the only question and when seems to be the thing that the market can't get its head around.

Patience is required and patience appears to petrify the market.

I think AVCT would be mad to go down the in-house manufacturing route.

1. Distraction of management time away from core business
2. Unlikely that a small UK based manufacturing operation would be cost effective
3. Launch almost certainly have well established manufacturing partners in low cost countries
4. No previous manufacturing experience, high staff numbers, unions, supply chains, logistics etc

Running a high volume/low cost manufacturing operation is about as far away from running a pre-clinical research company as it gets. Hope they stay well clear a disaster waiting to happen. Even Apple don't manufacture their own IPhones.

RAH, I'm sure that you, along with myself and all other researched LTH's have long since deduced that the SP is stuck in this weird (mince flavoured) parallel universe.
Whether we like it or not 'the market' has decided that the opportunity is currently not worth more than £1.20, more fool it.
I console myself with the fact that investing by it's very definition is the skill of identifying an opportunity before 'the market' identifies it. And as seasoned (and typically very successful) investors regularly point out, patience then becomes the key.

It's patently clear to anyone with even the modicum of intellect (sorry WYN), this investment now is simply a waiting game. As you have pointed out, trials need to time to run their course, the longer they take and the more data they accumulate the better they are. Such is the early success of this opportunity, the trial has had to be extended, only an idiot (sorry again WYN) would see this 'delay' as a negative consequence.
Ignore the aquatic mammal, ignore the SP and look out for the red dots at 7.00am, very soon those red dots are going to revolutionise cancer treatments for millions and at that point the SP will take care of itself and a handful of us will be able to enjoy minced filet steak in our Bolognese for the rest of our lives.

'He indicates its possible DE7 will be needed. So he has given himself the wriggle room'

No he didn't, what he actually said was, that whilst they had received approval to go to DE7 he believed it would be unlikely that they would need to go to DE7

If you want to twist facts to suit your agenda then do please try to listen to what AS actually said

Expecting a follow up tweet updating us on the withdrawal of the LFT

I think even the most pessimistic holders would have to admit that recent updates on the science have been incredibly positive.
I'd like the company to explain their strategy to commercialise the science. I'd like to hear plans, with approx timescales, on how they intend to develop the company from a loss making pre-clinical to a profit making biotech.
What is the cash position? Do we have sufficient cash to complete the current trial programmes? Are we exploring a licensing approach or do we want to keep everything in house? NASDAQ? DX/Launch update?

As a long term holder, I am absolutely relaxed (excited) about the science. I'm not that bothered about the extended timescales as they are largely a positive consequence of the unforeseen success of P1a and the failure thus far to find a MTD.
What I'd really like to hear is how they plan to move the business out of the laboratory and into the arms of cancer sufferers whilst boosting the bank accounts of shareholders.

Hopefully, in light of the fact that the current state of the science/trials has recently been comprehensively updated, the focus of next weeks update and Q&A will be on funding, cash runway, NASDAQ listing? route to market, licensing deals etc etc
Hoping the upgraded comms policy is extended into the commercials

Thanks Energy

If I understand the info correctly:

We have circa 10 years left of the original patent (2014)

If we modify the existing patent under the approval of the FDA then we receive a further 20 years from date of application?

I don’t understand patent law well enough to be certain but would suggest that each pro drug derivative of the AVA family should contain enough unique characteristics to define a new patent ?? I suppose we will find out soon enough??

"I don't want to sound too depressing about this, but I think - given the almost infinite possibilities in which a tumour can evolve, and the very large number of cells in a late-stage tumour, which could be several hundred billion cells - then achieving cures in all patients with late-stage disease is a formidable task."

Wouldn’t it be great if you attack these tumours with an incredibly toxic poison that would obliterate all the cancerous cells? Problem with doing that is that the poison would probably kill all the healthy cells too.

What would be ideal is a way of delivering the poison to the tumours only …….. hmmmm never been done before

It's the bit around the edges Viking. Dox is known to be Inversely aggressive to cells failing within the triple vectromat region of the tumour. AVA 47789 is being developed to attack the cells in the middle bit of the tumour.

Hope this helps, and it's great to see you showing some interest in the science for a change !! well done you

Another thanks JT

It's strange and a little frustrating that AS has taken the time to send you a detailed response to a very good question, yet he is either unwilling (or unable) to do an interview with Paul Hill where much of the SD info could be simplified for PI's in a similar fashion to the response that you received.

It's not that he is incapable, quite the contrary, he is an excellent simplifier of complex issues.

A 30 min Q&A post SD session with Paul Hill would alleviate much teeth gnashing and FUD amongst the PI base.

I can't think of a single good reason why such a senior appointment to the company's key division at such a pivotal time would not warrant an RNS?
Yet we get an RNS's telling us that we don't bank with SVB and they are attending an exhibition in Orlando? Makes no sense

Very interesting article Rippers thanks for posting.

Coupled with the equally interesting link posted earlier today by BV it would certainly provide some explanation for the radio silence.

RAH -'dox will behave like dox'

Perversely, I suspect this is part of the problem, it's old, it's unfashionable, it's well known and understood, it has a dreadful reputation.
Perhaps 'the market' would be more excited if AVCT were developing (in their view) novel therapies as opposed to re-purposing old ones?
If this theory is even partly correct and 'the market' can't see the beautiful simplicity of the AVA family and how subsequent TMAC progress could develop genuinely ground-breaking cancer treatments, then the market really is as thick as mince.

Noted with interest that Labour have pledged to scrap the plan to abolish the life time allowance if they get in. All the more reason to max out your Bed & ISA in a couple of weeks if applicable. One upside of the current suppressed SP

Luke..the only thing I'm scared of is people who calculate valuations based upon the assumption... 'that TD know what they're talking about'
I don't think anyone at TD has the first idea about the science going on at AVCT

As Timster has correctly pointed out, he published this link several hours ago, for expedience, the passage below is the real news and what we should be talking about, this is where the real value of AVCT lies.
It's looking good for Doxorubicin and now it's also looking good for Bortezomib

'Cancer cell lines were assessed for their sensitivity to AVA3996 in vitro: activity was typically 100-fold less than the active warhead or Bortezomib alone. Upon co-incubation with soluble FAP, potency of AVA3996 increased to similar levels as seen for the warhead alone demonstrating the masking effect of the pre|CISION™ substrate. A DRF/MTD study established the maximum tolerated dose in rats was around 6-fold higher for AVA3996 compared to warhead alone. This provides further evidence that AVA3996 can be dosed at higher levels than proteasome inhibitor alone, with the potential for greater tumor targeting and hence reduced systemic toxicity.'

https://www.abstractsonline.com/pp8/#!/10828/presentation/2606

It's a kind offer Luke, however you have asked a series of questions that it is not possible to answer. You are spending a significant amount of time and energy looking in the wrong direction.

It may of slipped your notice but there has been an incredibly important development today in that it appears that AVA3996 is mirroring AVA6000 in data consistency. This is a major development, this is what we should talking about, the implications of which are the real value drivers here.
It seems the flat earth society who are unable to see beyond the current SP, see beyond previous valuation metrics, see what the charts are saying etc are really barking up the wrong tree and boring the rest of us to death in the process.
If AVCT continue on their current trajectory and continue to deliver ground breaking innovation in cancer care, previous valuations, earning multiples etc will be irrelevant.
I am old enough to remember when Nokia and Blackberry had the leading edge tech, then came along Apple

I'd rather we had a CEO that focussed on the science rather than pandering to whining aquatic mammals that spend their days moaning on message boards