Member Info for Howzaty

Simples. Either whats new before Thursdays RNS and whats new on Thursday afternoon are likely to be two different things, or dose escalation and on we go. No bad news in either outcome.

Problem with purchasing an LFT manufacturing facility is that this presents a real potential for losses whilst contract manufacturing presents the reality of reduced profit only. A manufacturing facility represents a Big step.

Speaking personally and without insider knowledge, as novel as this now appears, I'm fully expecting some form of licencing deal to be revealed in respect of AVA3996 which will further bolster Avacta's financial position. The bond serves to greatly improve Avacta's negotiating position and add stability to the share price. Anyhoo not long to wait.

Yeh, ... never count your money while youre sitting at the table, there'll be time enough for counting when the dealing is done. You've got to know when to hold them, know when to fold them, know when to walk away know when to run ...

Me? Im for holding.

Er, thats phased out ...

"Excellent performance appears not to be a positive factor in the case of Affimers outperforming Antibodies." Well Rome wasn't built in a day, but its good to know that Avacta has Antibody replacement potential in its back pocket! Given that the EU has declared a long term objective for Antibodies produced in Animals to be phased I'll bet this will figure in someones calculations soon enough.

I find it mind boggeling that Avacta, a share I have concluded (after considerable effort and years) is worth north of 13000p is currently valued at only 130p. I suppose the day will eventually come when the brakes will come off and disbelivers will be wringing their hands in disbelief crying "if only, I had believed what the LTHs were saying, if only ..." but hey ho I have enough and its just a short haul from here to blast off. Last chance saloon I think ...

All true about setting aside AffiDx for Covid but the future for diagnostics as a whole remains very bright . Look at the prices of the Lab based Numan tests and imagine we can mirror these with LFT. Looks good to me particularly if we can establish a market within the NHS and wider for sepsis and the rest.

"Must be news coming in the next 6 weeks?" If it isnt I'm going to be a bald and dribbling wreck. Just saying!

"I’m pretty sure they’ve decided not to tell the market about anything in the diagnostics pipeline ..." I can picture AS standing there arms crossed saying "you can sod off, I'm not saying a bloody word about diagnostics until the deals have been inked"

"Tumours will tell us this not .."in reality we pretty much know how Dox impacts tumours, if its staying inside the tumour its siesmic.

Mr A AVA6000 may not be suitable for everyone just as Surgery for certain Cancers is not an option. This is sad bad news for those affected but getting hysterical about it and trying to raise fears in investors is pathetic. Go lie down and STFU is my advice.

Unclear what your motivation might be MrA but to be clear MTD will not be found simply because there appears to be no sign of significant Dose Limiting Toxicity. Therefore, the question reduces to what is the Optimal Dose to effect Tumour Regression. This will, I am guessing, be near or below the current dose and the number of cycles will become the focus in Phase 1b.

Yes failure of new drugs is in excess of 90% but AVA6000 is not a new drug and in my judgement the likelyhood of its success must be in the same ball-park, possibly too late but my advice is to buy early to avoid disappointment.

RNS middle of the year when phase 1a has completed, as stated. The world is watching.

Call me strange but I dont think I would declare on my company web site that I have a product that works only, some weeks later, to declare that it dosent. I know AS has a bit of a history but saying "I know we said it works but it dosent". No chance, ... in my opinion.

I suspect its been mentioned before but anyway on the Avacta website under the Therapeutics/ pre|CISION page there really are no ifs or buts, no question marks, the full nine yards is presented as fact, a done deal. It clearly works:
"Avacta’s proprietary pre|CISION™ technology incorporates a substrate that is sensitive to cleavage by fibroblast activation protein (FAPa) which is highly upregulated in the tumour microenvironment of most solid tumours compared with healthy tissues. The pre|CISION™ substrate can be utilised in a drug conjugate linker or to generate FAPa-activated chemotherapy – that are only activated in the tumour.

When added to a chemotherapy, the pre|CISION™ substrate prevents the drug from entering cells and therefore renders it inert until the substrate is cleaved in the tumour microenvironment. Using this FAPa-activated approach, the systemic exposure to the chemotherapy is dramatically reduced, and the safety and therapeutic window of these powerful anti-cancer treatments is improved.

Avacta’s long term focus is on achieving a more durable response for patients through synergy of the innate immune response to pre|CISION™ chemotherapies with the adaptive immune response to Affimer® immunotherapies in the form of co-administered combinations and in novel tumour-microenvironment activated drug conjugates
(TMAC®)."

Just to point, this is a regular AGM and unlikely to be a big reveal! Everyone needs to reeeelax.

"Winnifrith good on cash and balance sheets" its an analysis many 5 year olds could have made and carefully avoids the many positive aspects that are likely to apply and which all LTHs are well aware of. No LTHs are likely to sell at this point with all the news thats pending. Shouldnt be the case but I wouldnt be surprised if there is something tasty in an RNS tomorrow, but hey ho been wrong before.

The AGM is just that dealing with defined business and issues at hand. Dont know what all this raising expectations is meant to achieve!