Thing is, a seller that does not sell isn't actually a seller are they. I prefer to call them holders. Similarly a buyer that does not buy is hard to describe as a buyer in my book. How many times does this Forest Gump style wisdomfrom you know who need to be debunked ?
The two posters, 6K and 3996 clearly show different leaving groups. The business end is the same, but it also has to shield the warhead in circulation which I assume is the job of the waggly bit on the end, which is what has changed.
Great observation Mr Greedy, nothing EVER happens at one of these deadbeat so called conferences. The Avacta 'team' will be snorting coke and living life on the hog on your dollar all weekend long you mug.
All this how many angels are dancing on the pin debate is just so so stupid. Just stop and think what Avacta have here, it is a gigantic opportunity way beyond anything you could reasonably expect from a tiny AIM company. Forget the diagnostics division, forget Affimers (although similar tech has sold in the past for billions), forget it all. The pre|CISION mechanism is gold dust, offering a possible affordable lifeline for countless cancer sufferers - that is your family, your friends, possibly you as well. The evidence to date that it is working, and working well is overwhelming. Just let the necessary process play out now and stop stressing over the obviously dysfunctional market in which we live.
My understanding is that the way the leaving group structure prevents the drug being taken up by cells prior to cleavage by FAP is via its shape when attached onto the side of the warhead. This will be different for different drugs, so I suspect a whole range of leaving groups will be required. Proving that it is inert in each case is a pretty trivial bar to clear. The proof of the platform is in the specificity and rate of cleavage, the leaving group is a distant second.
There will be systemic AVA6000 for however long it stays in circulation. Will that have any meaningful effect on small numbers of cancer cells that may or may not have a bit of FAP ? Who knows. Dox itself only stays in circulation for a few minutes before it burrows its way into whatever cells it can, so no, you 100% do not want any systemic circulating dox. Preventing it is the whole point of the platform.
Tumor cells have very little FAP. It is mainly found in the stroma cells, or CAF's. That is the whole reason why the thing is so elegant and far reaching. All solid tumors have stroma, most stroma express FAP. A stroma cell that gets loose somehow will not land somewhere and start a secondary in the same way that an actual mutated cancer cell might.
Can the substrate be used with Keytruda ? We do not know. If it can then it would be worth a huge amount to Merck, but the risk pricing is not linear. I suspect that if it is worth £1 with a 90% certainty of success it would be worth £10 with 100%. Investors in this type of IP need to be patient, back your knowledge and insight knowing that those with the very deep pockets need a higher level of proof before pulling the trigger.
What makes it doubly insane is that AVA6000 is but a signpost of what is to come. In itself it is a probably new first line treatment for STS, and a direct replacement for a significant portion of existing doxarubicin prescription - so a couple of billion $ per annum sales without doubt. (AKA a blockbuster drug). The next one on the track is a monster in comparison. AVA3996 could be the first PI drug able to be used against solid tumors. This would be a whole new treatment paradigm, possibly displacing many existing chemotherapies across a range of tumor types. Early days, but the FAP activation portion works, the in circulation masking looks like it works (CF mouse mass measurments as a proxy for side effects), the toxicity is comparable to existing compounds. Avacta have full IP rights to what could tun out to be a wonderful new treatment, and a planet scale cash machine for many years.
I have a ton invested here and i am totally confident that at some point in the not too distant future it will go ballistic. Will it drift around for a while ? Maybe. But why should I go off rainbow chasing elsewhere in the meantime ? Those that want to will, I'm staying put.