Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Occy
The reason I only comment on Avacta is because they are the only share I own on AIM.
I have held others in the past but AIM is too risky.
The rest of my portfolio a few in FTSE 100
A few in SP500 USA
My Property portfolio and small bit in a company that’s mines crypto on NASDAQ
So yes only Avacta for me on this board…
Just sit tight and wait GLA
"Targeting potent therapies to the tumour, while limiting the systemic toxicity that often characterises these therapies, is one of the holy grails of cancer drug development. The data we released today show that the pre|CISION? modification is cleaved specifically by FAP, and not by other human enzymes, and this mechanism can be used to target the activation of a chemotherapy to the tumour microenvironment, significantly reducing the systemic exposure and improving the safety of the drug.
Astrea Bio starting to see promising results of affimers through licence agreement with Avacta.
https://issuu.com/astreabioseparations/docs/a0_bpi_poster_2021_ligand_discovery_and_developmen?ff
Dated 7th November 2023.
https://issuu.com/astreabioseparations/docs/a0_bpi_poster_2021_ligand_discovery_and_developmen
Could see some royalties coming through from Astrea.
The agreement includes a £0.5 million upfront payment to Avacta which gives Astrea the rights to generate and develop Affimer reagents in-house for affinity separation. It also provides Astrea with an option to convert the agreement into an exclusive license if certain commercial performance criteria are met over the next three years and subject to the payment of an additional undisclosed option exercise fee.
Avacta will receive royalties on future sales of Astrea's purification products that contain Affimer reagents.
Look at this approval for Brukinsa, 86 patients with mantle cell lymphoma who had received at least one prior treatment. The trial measured how many patients experienced complete or partial shrinkage of their tumors after treatment (overall response rate). In the trial, 84% of patients had tumor shrinkage with a median duration of response (time between the initial response to therapy and subsequent disease progression or relapse) of 19.5 months.
Now look at the side effects deceased but still brutal.
Brukinsa was granted Accelerated Approval, the FDA also granted this application Breakthrough Therapy designation and Brukinsa also received Orphan Drug designation.
With AVA6000 and in AS own words PARADIGM SHIFT in oncology?
I’m convinced AVA6000 will be granted one of the above in 2024.
C7 patients at present having their tumours zapped by 385mg ,fireworks will start going off in the media very soon.
GLA
https://www.fda.gov/news-events/press-announcements/fda-approves-therapy-treat-patients-relapsed-and-refractory-mantle-cell-lymphoma-supported-clinical
Dated July 2023
A good explanation of problems treating sarcoma’s and a little mention of AVA6000 in last paragraph.
https://www.labiotech.eu/in-depth/sarcoma-research-advances/
Touk have you Touk your medicine.
JT
Agree market has overlooked ODD
First line in link:
Securing an orphan drug designation is no small feat, in part because the number of patients affected cannot exceed 200,000 in the United States.
Hope your predictions come true…
So many things can happen to Avacta in the next 6 months.
FDA Approval looks a cert after P2
Major Partnership
Massive Licence
Full T/O
But could approval come earlier ?
Paragraph below :This support can expedite the development process by providing guidance on how best to design clinical trials that meet regulatory approval requirements
Has FDA requested 2 week dosing ?????
What Is the FDA ODD?
ODD provides incentives such as tax credits, marketing exclusivity, fee waivers, and the opportunity to apply for grants to support clinical trials. It also gives sponsors access to specialized regulatory assistance from the FDA’s Office of Orphan Products Development (OOPD). This support can expedite the development process by providing guidance on how best to design clinical trials that meet regulatory approval requirements for drugs and biologics intended to manage a rare disease or condition.
https://www.ajmc.com/view/unlocking-the-benefits-of-fda-s-orphan-drug-designation
This is an interesting read collaborations with MedImmune, Avacta, and Novartis.
https://gtr.ukri.org/projects?ref=EP%2FN026322%2F1
We have also started several collaborations with MedImmune, Avacta, and Novartis to further expand our technology transfer activities. In addition to this, we are in the final stages of drafting a business plan for a UCL-based spin-off company that will commercialise our technology for cell reagents, drug discovery tool, and several applications in clinical science with our initial focus into topical administration of anticancer drugs.
Until a licence deal arrives and the SP re-rates Avacta are vulnerable to an opportunist bid from BP.
It would have to be a large enough bid to entice a lot of PI’s because Avacta board have a plan to stay independent as long as possible.
Everyone expecting a large BP such as Novartis or Takeda but there are three companies who have a lot invested and will also will be watching out for any bid.
Eli Lilly now have a Pre/Cision licence and will be privy to a lot of P1a data.
LG Chem will now proceed with Investigational New Drug (IND) enabling studies for Affimer PD-L1 antagonist programme.They can see exactly what affimers are doing.
Daewoong
Avacta own a third of joint partnership in Affyxell and would not like to see BP come in on that deal.
Could one of these pounce only Eli Lilly have the muscle to take a full T/O
But the Korean’s could take the Affimer platform.
GLA
Actually they didn’t announce the deal by RNS until 3rd Feb a few weeks after the JPM conference.
https://avacta.com/avacta-and-daewoong-agree-collaboration-and-license-agreement-with-affyxell-therapeutics/
You don’t hire a deal maker on a six figure salary and have him sit behind a desk, when the biggest Bio M&A conference of the year with all the major BP attending starts next week.
They will RNS it like the last licence deal they did at JPM in 2020.
Agree they are not presenting,but there is nothing stopping them negotiating a deal in one of the many negotiating rooms set up at this conference.
This conference is about deals that’s why JP Morgan sponsor it.
Chill & Relax read last RNS again:
“accelerate ongoing discussions“
"These emerging data give us, for the first time, the opportunity to accelerate ongoing discussions as well as to generate new opportunities through our business development activities aimed at delivering licensing opportunities for the pre|CISIONTM and Affimer® platforms."
Sit tight it’s happening
GLA
Cj
https://avacta.com/license-agreement-with-point-biopharma-inc/
Eli Lilly with a MCap of $556 billion now owns a licence to the Pre/Cision platform.
They have probably seen more data than any other BP because Point made it clear they were waiting for P1a data for Can Seek.
This could accelerate others to make a move.
GLA
AS has history attending the JP Morgan conference,in 2018 he was discussing deals (see link below)and then actually signed a deal at the JP Morgan conference in 2020 with Daewoong to form Affyxell.
Let’s hope a Pre/Cision deal can be signed there this year.
J.P. Morgan conferences bring together corporate leaders, financial sponsors and institutional investors to explore market and sector trends. J.P. Morgan conferences are by invitation only. Invitations are non-transferable.
2018
https://avacta.com/agm-business-update-and-notice-results-0/
I presented the Affimer technology and our recent progress at the JP Morgan conference in San Francisco last week. We met with over twenty five biotech and pharmaceutical companies to discuss the benefits of the Affimer technology and potential partnerships. Some of these have already followed up indicating their interest in further discussions.
2020
https://avacta.com/avacta-and-daewoong-agree-collaboration-and-license-agreement-with-affyxell-therapeutics/
“As announced at the J.P. Morgan Healthcare Conference this January, Daewoong has been inspired to partner global biotechnology companies like Avacta to create the best and the most comprehensive technology in new drug development field.
Q&A release certainly puts TW and his troll team back in the gutter.
Every little bit of Fud they have attempted to discredit Avacta have been dealt with in these Answers,
Funding answered ✅
Licence agreements ✅
Cardio Toxcity ✅
Biopsies. ✅
ADC’s competition ✅
Fortnightly study ✅
FDA discussion’s ✅
Patents ✅
Timescale to market ✅
Manufacturing ✅
CAF’s TME ✅
Peer review ✅
Number of patients P2 ✅
Regulatory strategy ✅
Cmax ✅
Now can the Trolls STFU and move to another share and leave Avacta to complete its paradigm shift in oncology and help cancer patients in the future.
GLA
She is now listed Fiona M.
Just checked my LinkedIn and they are all still showing AS FMc EF SC
Just search Avacta then people