IM 6th April 2228 Sep 2023 13:47
Was just about to write up a few notes from today's Investor Meet (IM) when I found my notes from Full year Results IM of 6th April 22. I paste these below and note these are pre the fund raise / Launch acquisition etc.
Hard not to conclude we have made some serious progress in the 18 or so months since then if not with the SP!!
As we all k now PH1A extended due to better than expected patient tolerability.
Cash flow should last us well into 2023.
He said again Precision is exclusively licensed to Avacta.
He talked of the upcoming Poster for AACR conference and said it will outline why we are so excited. We will be presenting a lot of pre-clinical info at that.
6K is actually Dox itself.
3996 is an analogue of Velcade.
We are currently working through the 2nd cohort for 6K.
The 1st cohort was a little slow due to Covid.
We should finish Phase 1A at end Q2 or just creep into Q3.
He said in addition to London we now have Leeds, and Manchester open for trials.
We are in middle of C2 now at the higher dose; he said that the US sites should in Q2 contribute to the Phase 1A testing.
Talking about the data at end 1A he in addition to the PKI etc we may get a look at anti tumour activity in cancer types where Dox is a suitable treatment (based of FAP expression).
We will have the data in the middle of the year.
He said Therapeutics (TX) are moving from CB to London (White City) sharing with names like Novartis and Takeda.
The move already underway and should complete by the end of April.
We have really exciting few months ahead of us.
We have a strong balance sheet and options for non-dilutive funding should 1A results be good.
Hoping to go through 4 cohorts, with good 6K data in middle of the year we will have partnership options.
We have a very exciting summer ahead of us.
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