Member Info for Fardistanthills

Location, location, location - so MA. quite significant in the development of AVCT - Tufts, Point, a deal with Massachusetts based LG Chem Life Science. Any others? Daewoong America is apparently in Maryland - nearby in the US scale of things. Penetrating bit of research on my part!

Apart from the size of this deal, I had also not realised until reading this that the deal is actually with their Massachusetts based subsidiary LG Chem Life Science?

Hanoik, I also have some recollection that Avacta had to enforce / reiterate something, to do with their agreement with Point. But I will leave it to you guys to sort out. Maybe I'll have time to look through my notes later.

Thanks Hanoik, Energy had got me scratching my head there - I had a vague feeling this had cropped up before and was about to get lost grubbing through all my notes from the last couple of years!

Lilarch has said it for me too - good thread and thanks for all Point links Energy - we are all in the dark really. but nice to see a good two way, good humoured, 'technical' debate.

Hi Energy, that's not something I was really aware of. And I am most definitely not wanting to suggest you are wrong either! But I just wondered whether you could explain how Point have got managed to get ahead?

You're a breath of fresh air Sujood - never explain, never complain.

Well put Energyshares. In a similar sort of way this licencing type model that AS appears to favour, is how for many many years ARM thwarted a takeover by micro-chip fabs. As you say, given it now seems almost certain that AVA6k works and AS negotiates a licence for AVA3996, more precision deals should hopefully follow. Which to my mind will makes it more likely than not AVCT remains independent - and with huge long term growth prospects. As I said earlier, patience will be needed.

Very much agree Bella. Patience definitely required here - patience to the tune of many years. I cannot believe that AVCT (a company perhaps best compared to ARM in the breadth and potential of its 'technology' / biochemistry platforms) will command the many billions in market cap that it could ultimately be worth, through a near term buyout. In my opinion - as a simple bucket chemist - I think the chance of an AIM listed company at the stage AVCT is at going for 100x plus its present valuation must be slim? Two or three times maybe? I would love to be proved wrong. Someone please put me right if I am being unduly pessimistic!

It was never my thinking that made the big money for me. It was my sitting - my sitting tight… Jesse Livermore.

The vision to see them, the courage to buy them and the patience to hold them - patience is the rarest of the three… Thomas Phelps.

Thanks POD65. There are some knowledgeable posters contributing on here and on occasions I find it interesting to follow up what they have come up with.

RAH could you please say where your quote comes from - “ Within 60 min from the injection, as much as 15-17% of the dose is excreted in bile and 1-3% in urine”

Thanks for digging that form out Timster! Very reassuring. So much going on at Leeds. It does show just how much of a goldmine Avacta's Affimer platorm could become. I remember some while ago, I think it was Energyshares, remarking on what a shrewd deal Avacta originally did with Leeds - £1.5m I seem to remember for the Affimer IP rights.

Impressive indeed but I can't quite get my head around how or whether it all necessarily benefits Avacta? Avacta say that the IP for their Affimer platform is covered by several patent families. Does this mean anything Affimer that Leeds comes up with is, to put it crudely, expoitable by Avacta?

I did about 10 years bench chemistry - initially it can be interesting but after a while it gets horribly mind numbing.
Jeepers indeed!
Mr R, there is a saying about old chemists - they never die, they just fail to react ;-)

Thanks Mr A too, that's really helpful - I am/was a chemist too - a bucket chemist - I'm sure you know the sort - and long since retired - so your 'A' level refresher is well pitched!

Thanks re 5140 link gmcc - AVCT thows up too much science for my few remaining grey cells to take in - and retain! Hugely interesting though and wonderful to think how much future patients should benefit from it all.

Interesting MrA. For those of us, or at least me, who are not quite so familair with the biochemistry, could you please explain a bit more about 5140. And how much have Avacta said about it too. Thanks

In a way this harks back in a way to something FMcL said, that traditionally toxicity has limited the cumulative amount that can be tolerated by the patient but that now with toxicity no longer a problem higher doses are not necessarily where the benefit will be. It is something that intrigues me and which I posted about a couple of days back...

Transport and utilisation of AVA6000 toward and amongst the tumour cellular material might become a rate limiting step? In which case presumably an ongoing dosing regimen might be needed which ensures a supply of cleaved doxorubicin sufficient to match the availability of FAPa - degrading areas of the tumour according to where FAPa is present. There may be some sort of kinetic limit determined by the presence of FAP/nature/permeability of the tumour micro environment? I'm not expressing it too well perhaps!

But it might mean that AVA6k is best dosed differently to standard dox - to stretch the argument a bit - on an almost continual low level drip basis. Which I imagine would not be a problem absent any toxic side effects and given that doxorubicin will only be activated locally within the tumour.

Thanks for the interesting replies everyone - note to myself - patiently waiting for the trial results is the must do.

Wow, that was along one!