Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Windy you and your micro BS, all about the short term and the past keeping thing’s as confusing as ever.
Nothing on the updated evidence that clearly indicates that AVA6000 will likely cruise through phase 2 and be approved for high FAP ODD status STS before moving on to bigger and better international opportunities for phase 3 (likely high fap breast cancer imo) how does that impact risk vs returns. (Don’t want an answer 😉)
Nothing on the likelihood of potential deals for third party toxic warheads.
Nothing on the fact that if AIM is correct on valuing Avacta longterm based on current price the 50p buy in price for institutions was a horrendous deal.
Nothing on improved risk management from several days ago, you are still as negative as ever, regardless of new data being published.
Nothing on the fact we are fully funded for the next 24 months.
You bring everything you get on this BB yourself. Completely agenda driven based on current position.
“You can say what you like, but there must be a reason why various posters keep asking my view of AVCT”
You are definitely delusional, most people here call you a Twat 🤣🤣. Still don’t know why you are here everyday though with risk management. Some hero’s don’t wear capes, I suppose.
Windy I believe in Avacta that’s why I engage on this BB, you are the one that’s delusional. On this BB everyday being a hero telling everyone about the risks of investing here. (god knows why? cough… Agenda) Regardless You should read the full valuation of the Trinity delta note that’s currently suspended. They have AVA6000 as a 10% chance of success, (industry standard) that has yet to be updated, since the beginning. That’s all the insight, I need to know that I trust my own research over the official analysts that use a blanket industry standard COS for all phase 1 trials regardless of current evidence available. (PS I’m investing not trading)
The market wants deals or a mass media main stream coverage before they let this rise imo. It’s clear the institutions haven’t grasped the importance of the scientific data and are still applying the same COS as any other phase 1 trial, they will likely reevaluate once we hit phase 2. In the meantime as LTH’s on this BB we are way more researched than the average institutional analyst. That gives a good opportunity to get ahead of the game or be patient with current holding’s in the knowledge everything is going to plan regardless of short term price action. One step closer to the tipping point and FDA approval.
Dox has been around for 50 plus years. AVA6000 has been scientifically proven in independent studies to not just have more safe profile of delivering Dox, however it cleaves at the TME of high fap tumours at therapeutic levels proving entire concept. Love the desperation attempt of linking Dox and the LFT. One has been around for 50 plus years fully established in the scientific community at killing certain cancers that have sensitivity to anthracyclines, the other was a product created and designed from the ground up and had unpredictable variants to contend with outside Avacta control. Better luck next time see you around. 😉
“We believe these data support the further development of AVA6000 in a specific set of indications with higher FAP expression and sensitivity to anthracyclines.”
Think you are underestimating the significance of this RNS, the proof of concept has been scientifically demonstrated in a clinical setting with full data support, additionally showing early evidence of significant efficacy in high FAP tumours. Avacta are now entering the stage where it’s now deemed safe enough for them to select patients with the following characteristic’s. (specific set of indications with higher FAP expression and sensitivity to anthracyclines) While the FDA will have to wait for the results of these further studies investors and institutional stakeholders will be thinking 🤔 what is the chance of success here? I would say based on the data today extremely high. The discussion will then turn to what is the AVA6000 market share of the Dox chemo market going to be. Once estimation figures have been established by financial analysts, this could get very interesting very quickly.
Probably pretty soon by the looks of things. Since proof of concept has now been scientifically confirmed and proven, nothing to hold back Avacta going on a full on PR campaign now. Hence we are seeing way more official social media content.
Imo you could argue this RNS just confirms conclusions that everyone is already aware of, however after tonight with new case studies and previously unseen data to prove these conclusions, FDA approval is more likely than ever before. Technically you would think this would return some positive sentiment to the short term share price, however who knows maybe the market wants licensing deals not more data. It truly doesn’t matter to the LTH though. We keep progressing forward and we are now closer to the tipping point where success outweighs market risks.
Taken from the presentation.
“And further development at the recommended dose for expansion is planned in the second half of twenty twenty four once we identify, the dose to take forward.
And we've chatted about this a little bit, but it's gonna be specific tumour types with both high fat expression as well as sensitivity, to anthracycline.”
“it's gonna be specific tumour types with both high fat expression as well as sensitivity, to anthracycline.”
Designed to get maximum response and success rate for FDA approval. Happy days 😊💯👍.
It’s pretty clear reading between the lines Avacta want to partner up in phase 3 for international opportunities under different cancer types outwith the ODD which has a pivotal phase 2 trial getting organised solo later this year. That’s why they needed to raise cash imo. It’s obvious the longer the trial goes on and is positive the better the commercial deals available. This is also true about the share price, imo it’s been unfairly battered down based on sentiment and the shock placing at 50p based on approx 19-20% dilution, the so called 34% discount has been obliterated. That doesn’t really make any strategic long term logic though based on where the share price has been last 18 months or so. As I have said previously imo we will see a tipping point where the data and case studies are so overwhelming, that the likely hood of FDA approval outweighs the current risks the FUD crew are spreading. When that happens you will see share price appreciation based on MSM and proper influencers jumping in. Doesn’t make any odds to me though, I’m looking for that FDA approval RNS that’s when the real excitement with this investment begins.
Have you checked out some of the other BB’s on this site. Before you trash the Avacta one which is tame and well researched tbh. I suggest you spend a few days reading some of the others EUA a good start. Then re-evaluate your expectations.