The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Have a good weekend everyone see you Monday……
Top gun Maverick , so researched thinks we need Phase 3 🤡🤡🤡
Thompi
Just spotted it, I just read the thread.
SP diving brings them all out.
“ Have you considered none of them is a strong possibility”
And your invested £500k
Yesterday:
Losing money
13 Feb 2024 19:52
Doggy to use your own self admission you are thick,
You can’t lose money until you sell. Really?
I bought £500K of Avacta shares accumulated in March 23 which I still hold and by my reckoning that’s £18k in lost interest that I will never get back
September:
RE: Hurst
7 Sep 2023 16:19
CJ62 I hope so too as I have a small holding in this biotech however I’m not taken in by all this blind hype and unhinged belief that this share will change everyone’s life. It could just as easily go the other way as most what appear to be promising biotechs usually do.
So £500k is a small holding go lick your D.ick and chase your tail
P.rick
Which one of these comes first this year…
1.Mega Licence deal
2.FDA approval
3.Full takeover
Sit tight GLA
RNS 13th Dec 2023 just 8 weeks ago.
The data confirm the pre|CISIONTM platform's ability to transform the safety profile of doxorubicin through tumour targeting
1. The pre|CISIONTM platform targets the release of a chemotherapy to the tumour as intended.
2. AVA6000 has significantly improved the safety and tolerability of doxorubicin.
3. AVA6000 has shown encouraging preliminary clinical signs of anti-tumour activity.
4. The next steps with AVA6000 involve optimising the patient population, dose and schedule in order to increase efficacy and tolerability of doxorubicin treatment via pre|CISIONTM targeting.
Dr Alastair Smith, Chief Executive Officer of Avacta Group, commented:
"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.
Dr William Tap, Chief, Sarcoma Medical Oncology at Memorial Sloan Kettering Cancer Center, NY also commented:
"These initial clinical data are encouraging and demonstrate that the novel drug delivery mechanism of AVA6000 has the potential to demonstrate single agent activity in patients with solid tumours that express high levels of FAP. The safety data when compared with standard doxorubicin are highly encouraging and demonstrate the power of the pre|CISION? platform to avoid normal tissue effects while concentrating the toxin in the tumor microenvironment."
Well if you want sell your shares because a failed petty journalist who employs trolls on here and “X” to scaremonger and you believe his lies then Sell.
But read again paragraphs above from RNS in December.
Investing is all about research and then holding for gains.
GLA
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.