Member Info for Energyshares

This photo was taken in April at the car park exit.

She was just making sure Smith left the building.

BV

That’s what I’m saying 30 staff ???

My local double glazing firm employ more.

Too small to expand at this stage, For sale sign in window and offers on the table…

Verti

She is cleaning up the mess left by those fools Smith & Gardiner

Bella

As soon as a LD is signed other BP would want a LD, but trouble with Pre/Cision it can be used on many warheads. Any BP losing patent on a blockbuster won’t stand still watching their expired blockbuster attached to Pre/Cision.

This is too valuable and this could be a massive bidding war. Certain BP will want it all before P2 starts.

Grab your popcorn……

The stand out for me from last nights Spotlight series episode 4.

Was this statement from CC.

“How can a team that is so small again, we number less than thirty at Avacta, get so much done, have one drug in the clinic and and a whole pipeline, of new assets that are coming.”

So without board members and senior management probably about 20 employees.

With Avacta about to release 2WD on their Holy Grail,they have completely changed their stance on keeping lead asset in house.

To receive FDA approval you have to prove you have the manufacturing capacity and marketing in place for approval.

With this amount of employees they are miles away from this goal.

This isn’t poor management,once everything CC has promised in the next few months comes through Avacta are gone.

Highest bidder takes all.

The infrastructure is not there,even to just collect licence deal fees.

The pipeline promised needs a small army of scientists to bring these assets to market.

BP has more cleaners in one of their small factories than Avacta has working on Pre/Cision.

With CC saying no News in December, I think a T/O deal is so close and these next few months are about how much more they can extract from BP to walk away.

Hold tight everyone we could be in for our best ever Christmas…….

From Tom the bomb screen shot ,bottom of screen,I searched the date and added forward slash and there it is.

FDA’s Brian Booth: “We need to reconsider our approach to dose selection”

FDA discussing dose optimisation scroll down both charts on Avacta screen shot are there.

So Avacta working on project Optimus with AVA6000.

https://cancerletter.com/regulatory-news/20220429_2/

It’s now 17 months since the patient who was given only months to live,was then given the chance to go on the Ava6000 trial and has had massive tumour shrinkage.

After radiotherapy,surgery and chemo he was at stage 4 and close to end of life.

Our last update was he had close to 80% tumour shrinkage in January 24.

It’s now 6 months since last update:

Is he still alive ?

Is he still on treatment ?

Has he had a CR (Complete Response) and is cancer free ?

News will land soon,hope its combined with 2WD study news.

GLA…..

It will be 3 years since the start of trial in 11 days time.

Avacta have been pumping exceptional amounts of doxorubicin into patients well above the present standard of care, and still No MTD.

Trolls continue on here daily trying to put a negative spin on the trial and putting doubt into new SH’s heads.

Trust the Scientific Advisory Board (SAB)

Some of the best Oncologists in the world

Or listen to 3 trolls with very sad lives.

The Board will be chaired by William D. Tap MD, Chief of the Sarcoma Oncology Service at the Memorial Sloan Kettering Cancer Center in New York City. Dr. Tap will be joined by several colleagues in both the UK and US including:

 

· Robin Jones, MBBS, MRCPD, MD, Professor and Group Leader in Sarcoma Clinical Trials at The Institute of Cancer Research and the Royal Marsden Hospital in London.

· Lee Cranmer, MD, PhD, Head of Sarcoma Oncology at the University of Washington and Fred Hutchinson Cancer Center, Seattle, Washington.

· Robert Metcalf, MBChB MRCP PhD, Clinician Scientist in Experimental Cancer Medicine and Honorary Consultant in Head and Neck Cancer Oncology and Salivary Gland Cancer Expert at the Christie NHS Foundation Trust, Manchester.

· Alan Ho, MD, PhD, Clinician-Scientist andtranslational clinical researcher on the head/neck medical oncology service at Memorial Sloan Kettering Cancer Center, New York City.

· Andrea Napolitano, M.D., PhD. Consultant Oncologist and Experimental Therapeutics Expert at the Institute for Cancer Research and Royal Marsden Hospital, London.

· Anthony Yu, MD, MS, Clinical Onco-Cardiologist specializing in the management of cardio-toxicities of approved and experimental therapeutics, Memorial Sloan Kettering Cancer Center, New York City.

Half life needs to get a life…

Investor meet

Q&A 28th June 23

2.)Is there any medical, chemical or biological reason why Cleve doxs

won't act identically to straight dox in the tumour?

A.Smith answer:

No

Eggy go back to Bad teeth

Tell him to get a ferry from his little shack in Greece,across to Turkey and buy some Turkey teeth instead of trying to short Avacta.

“It always seems impossible until it’s done”

Two types of affimers:

As a type of affinity reagent, affimers are biophysically stable scaffolds of proteins that can be reused. Affimers can be made from two scaffolds: Adhiron scaffolds and human stefin A scaffolds. The stefin A scaffold is engineered from human stefin A protein, whereas Adhiron is synthetic.

TX will keep IP for human Stefan A

DX will be sold with Adhiron based DX affimer IP.

In just a short time CC has made a big impact, straight talking NO Waffle and No missed timelines so far.

A3996 two and a half years from press release below and still not in clinic, AS was such a Bull S.hiter dragging out development while extending his salary and share options.

CC & SC are a different kind of management ..

http://www.drugdiscoverytoday.com/view/47904/avacta-selects-second-pre-cision-pro-drug-candidate-for-development/

So it is noteworthy that under a little-known FDA policy, ODD, once granted, never expires. And it isn't limited to the drug product that was originally designated. Instead, it can be used over and over again to transfer ODD status to new drugs in the original sponsor's product line, without even a new request.

https://www.lassmanfdalaw.com/orphan-drug-designation-the-gift-that-keeps-on-giving/#:~:text=So%20it%20is%20noteworthy%20that,without%20even%20a%20new%20request.

Avacta will be selecting 3 indications for the Expansions. They'll then select 1 indication to take forward. They'll have some amazing data for 2 other indications. I'd be very surprised if a partner or Avacta don't take the other 2 forward. That's an additional $500M p.a rev opp.

One thing I would add ODD never expires so they could have as many indications as they want or as many as partners want to take further.

Maybe website update was the address and phone number getting changed if someone takes the building they will need the postman to re-direct the mail 😂

Website footer:

Avacta Group plc

Unit 20, Ash Way
Thorp Arch Estate
Wetherby
LS23 7FA
+44 (0)1904 21 7070

https://www.rightmove.co.uk/properties/148942715#/?channel=COM_LET

£60k a year saved once it’s leased.

https://www.rightmove.co.uk/properties/148942715#/?channel=COM_LET

And GSA still 0.78% short

Squeaking bum time at their HQ 😂😂

GSA need to get out sharpish,

LD,partnership or DX sale incoming.

Loan payment in cash massive hint.

GLA

Interesting conversation on X

Lilly buying companies after POM for single digit $billions

@prof_oak_

$LLY recent larger M&A: $MORF, $PNT, $DICE, Versanis

Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price

$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that.

@s4ivu

I don’t remember the timing of all these relative to stage of lead programs, but would imagine $LLY also saw PoC data under CDA before buying in at least some of these.

Agree with your overall point though - Lilly is approaching M&A the right way and at the right PTRs risk:price. This is partly because they aren’t in desperate need of late-stage near-term revenue generators like some of their peers, and can afford to dip into early-mid clin sweet spot at single digits $.B price point. I think the Cowen team has done some research a few years back highlighting this phase as the best ROI as it balances PTRS risk:price the best.

https://x.com/prof_oak_/status/1810297153614471562?s=46