Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Pushing the Avacta scientists
She knows what’s coming
GLA
It’s a Pfizer comercial…
https://m.youtube.com/watch?si=OicpajuxtuTygLPb&v=ZBanWqvE-hI&feature=youtu.be
Pfizer "Galileo, Copernicus, Isaac Newton" and Behind The Scenes Super Bowl LVIII(58)2024 Commercial
Christina tweeting again just 4 Hours ago.???
Some of us watch for the SuperBowl commercials … now ask again … what if female scientists were part of the conversation? Yeah. We’re part of it.
#LetsDoThis
Big Al
Just sign the bloody deal
Let LTH move on
RNS’s are very scarce at the moment, but we are guaranteed one in 6 weeks time.
Previous AACR RNS’s
AVA3996
RNS 27th March 2023 for AACR starting 16th April
AVA6000
RNS 29th March 2022 for
AACR starting 8th April
This years AACR April 5th expect RNS W/C 25th March.
This gives 2 weeks notice before AACR plus they need at least a month to QC the data so C7 must be very close to finishing.
A HO Let’s go
I don’t think DX will be sold.
Once Therapuetics Division sold
AS is keeping DX so he can stay with his affimers.
Today marks 8 weeks from last data release in December.
Let’s hope for News soon to end this gruelling silence which would help the SP recover.
Pre/Cision news:
C7
2 week dose
Licence agreement
Full T/O ?
Other news
AVA3996
(Lilly Point )Canseek
Affyxell
LG Chem
GLA
From a year ago but this paragraph is spot on.
“It seems to us that the market either can’t or won’t do the work to understand that further Phase 1a cohorts to find a maximum tolerated dose and an updated Phase 1b trial design will accelerate market commercialisation and aren’t the delays that simple headlines suggest.”
Avacta
Since our last update, the company raised £55m from Susquehanna, acquired a profitable diagnostics business as it begins to build out that division to take advantage of the Affimer platform and most importantly, published AVA6000 trial data that strongly suggests its revolutionary chemotherapy platform works better than even the company expected (and is therefore potentially worth billions). The share price reaction? A modest 24% increase from when we posted the idea. It seems to us that the market either can’t or won’t do the work to understand that further Phase 1a cohorts to find a maximum tolerated dose and an updated Phase 1b trial design will accelerate market commercialisation and aren’t the delays that simple headlines suggest. The share price recently began to move towards a valuation based on a reasonable chance of success, but as is often the case with AIM, the share price had increased into the Science Day with the shares then ‘sold on the news’. So the share price is currently in the hands of the traders as we patiently wait for trial results to highlight that the chances of success are higher than currently being attributed, especially given preCISION is a delivery platform not a new drug.
Valuation assumptions: Doxorubicin generated annual sales of $1.4bn in 2022. If AVA6000 is better than standard Dox it should become the standard of care ‘overnight’ and take 100% of the market, and even more, extend the market as treatment will be available to more patients than could not tolerate standard Dox. To be conservative we assume that AVA6000 captures just 75% of the current market and apply a 6x multiplier to the revenue to reflect a discounted patent lifetime and manufacturing costs. Given the already ‘blue sky’ valuation this implies we assume no value at all for the rest of the preCISION platform or diagnostics. For a risk price we simply assume zero for maximum conservatism in the margin of safety price, assuming all platforms fail.
https://mhmembers.com/forums/topic/newsletter-and-opportunity-update-mar-23/
He has only gone and done it again Dr William Tap, Castle Connolly: America's Top Doctor (2024) he wins one of America’s top Doctor awards every year.
This is the reason why I’m invested in Avacta.
Some of America’s and the UK top oncologist have all put their name to a little biotech on a corrupt AIM market.
They all know something these so called professional dealers haven’t seen.
Dr William Tap
Professor Lee Cranmer
Dr Christina Coughlin
Professor Udai Banerji
Professor Chris Twelves
Professor Jeff Evans
Professor Ruth Plummer
Dr Natalie Cook
Dr Robin Young
BP will one day reward patient PI’s with the research and support they have given Avacta in finding the Holy Grail.
GLA……
This is a page to keep an eye on especially after markets close.
FDA Orphan Approval Status:
It will happen one day this year……
https://www.accessdata.fda.gov/scripts/opdlisting/oopd/detailedIndex.cfm?cfgridkey=887022
Dr Smith has also been on a Fox hunt last week….
Sorry I meant Dox hunt
My perfect DX sale would be the whole division along with affimer diagnostic IP.
Small royalties on future affimer diagnostics would be a bonus.
Then they could concentrate on the therapeutics division getting AVA6000 through phase 2 with cash in the bank.
It might not be Avacta putting it into clinic licence talks ongoing ……
Hi RMFatGB
Ben111 just posted thought it was his twitter playing up.
I have just checked and everything gone except replies from 2021.
So all launch and Coris takeover stuff deleted or being updated 🤷
@AvactaDx
All tweets gone :
Posts
Media
Likes all gone only Replies there but only from 2021 🤷
They all can’t be wrong and put their reputations on the line….
Alistair Smith
“I believe that we are on the verge of a paradigm shift in how chemotherapy is delivered to cancer patients.”
Eliot Forster
“And the really cool thing about our technology and there is not many companies on the planet who have this and lots are saying we want it.
Is that we hit the barricade and the actual cancer cells themselves, both at the same time and that’s a very cool thing.”
Christina Coughlin, M.D., Ph.D
“The next frontier in oncology innovation”
Dr. Fiona McLaughlin
“While our lead pre|CISIONTM candidate AVA6000, is progressing through clinical development at pace, we continue to develop other potentially high value assets.”
Shaun Chilton
"Avacta Group is building a high value, global business that is seeking to significantly improve people's health and well-being. I am excited to leverage my own broad experience of growing healthcare businesses and working with the other members of the Board to help guide Avacta to meet its very significant potential."
Doctor William Tap (MSK
‘Overnight standard of care’
Janet Munro Head of Innovation at Novartis
“Great news for patients.Congratulations to the Avacta team for the vision and execution. Best is still to come ….🤞
Easy hold…..
GLA
I am thrilled to join @avacta full time at such a pivotal time in the Company’s growth. Our #AVCT pipeline is truly game changing for patients with cancer and I am excited to get to work with this amazing team. #BringingHope #LetsDoThis
Christina just tweeted
#BringingHope
#LetsDoThis
😜she knows what’s coming…..
My view how this plays out:
Like Point Bio Avacta will be bought out full takeover,but will keep their name and top management and become a full subsidiary of the acquiring company.
This is a trend BP are using buying a company and letting them get on with it without the funding worries and Stock market red tape.
Avacta BOD have done a fantastic job so far so why break it.
No one knows Affimers and Pre/Cision more than Avacta BOD and staff so just let them crack on.
GLA