Member Info for GingetheWinge

On the plus side I don't think things panned out as TW was hoping and his 'followers' were definitely misled and will be moaning.

It seems the TW subscribers and whisperers don't realise he was talking manure and believe there was a secret attempt at a placing.

This is actually making me laugh now.

The predictable and repetitive nonsense about the longer term development of the company and how it may be funded (probably very straightforwardly and cheaply given the technology clearly works) is back to being used negatively with a purpose. However, all irrelevant in the short/medium term :

“Avacta has a strong cash balance of £27 million on its balance sheet as at 31 May (unaudited) and anticipates strong news flow in the coming months from across the Group. “ “….no fundraising is imminent.”

Everything is progressing well and we are just awaiting further news, which probably won't be too far away.

AVA6000 is progressing as hoped or better. In addition many other irons in the fire.

As was announced by the company in a recent RNS there is going to be strong news flow.

The only questions are; what and when ?

I'm sure he'd like to keep it but if an offer appealing enough is made to shareholders it will be out of his hands. In the short-term to maximise value then a deal would be helpful and I'm sure we'll hear more soon.

Team FUD have had a busy week. From the ridiculous to the subtle there has been a collective determined to sow the seeds of doubt.

However, all the information and indications from provided by the company - not random individuals -suggest that AVA6000 is progressing as hoped or better.

The risk profile for AVA6000 and the technology and company is falling every day. The risk for interested parties that a competitor beats them to an exclusive deal or purchase is rising.

As was announced in a recent RNS there is going to be lots of good news in short measure.

You're making an incorrect assumption that Avacta is a one trick pony.

Major rerate -yes that is linked to AVA6000.

Significant change - any of the other work streams can deliver. AS stated in an RNS that there would be strong news flow.

Which first ?

Yes. Common to have an agreed plan with milestone payments along the way. All linked to specific targets being met with the last being a purchase. More advantageous for the buyer than the seller so not clear AS would choose that path.

It won't be published until 18 months after filing.

Nor mine, or indeed most people's on here which does make some of the posters look rather silly with their fake 'we're doomed' nonsense.

Bit of an attack today with lots old FUDsters crawling out of the woodwork, but not too bad for an AGM day.

The AGM itself not only confirming everything looking great but as RAH has pointed out on twitter the primary end-point for the P1b study has now been changed to progression free survival (slide 10) !!

Not only do we know it is working and providing dox to tumour sites only, ie no side effects but the early indications are that efficacy is so good that the next study will use SURVIVAL as the efficacy measure.

It won't take long for that to sink in in the wider world.

'It' knows. Just deliberate FUD as always.

A lot of information to digest in the slides and posters but all looking good.

Things have moved on so far that it’s no longer about trying to determine if ‘it works’ - it does. It’s about how well it works and how long before we can achieve approval.

I suspect there will be a lot more to come in the presentations at the meeting itself.

The only way is up.

I think I consider option 1 from RAH more likely :

Option 1:

"Avacta say there has been no dosing holidays. Patients cease pro Dox when they hit the equivalent max lifetime dose of straight Dox (450-550mg). In which case AVA6000 must be *incredibly* targeted as a lifetime dose equivalent is preventing disease progression in stage 4 patients. Where it wouldn’t previously have worked."

As you said RAH there two options for what level of good news is discussed at the AGM.

No great insight. It just seems odd that after so much activity today everything goes quiet for so long.

I do think we may have another RNS before Wednesday though. Monday would be favourite.

It has been trading within this range for over an hour now. Something is afoot.

Except this really isn’t like every other Friday.

You are aware they will be progressing to 1b aren't you ?

As for for very promising early indications why don't you wait a few days for the AGM ? There will be lots of detail and discussion.

In vivo studies using mouse models demonstrated tumours were decimated. Mode of action understood in complete detail.

Although confidence was high there was no certainty this would replicate in human.

It did replicate. Human trial has already demonstrated AVA6000 reaching tumours and being cleaved releasing Dox.

Although current trial is not designed to compare efficacy the statements in the RNS describe that it is altering the disease trajectory (the AGM will doubtless expand on this inn some detail.

1b needed to confirm efficacy and complete regulatory path.