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Other drugs could be radionuclides used in nuclear medicine. They're delivered intravenously but go all around the body, and then the scans show where masses shouldn't be. Makes your mouth taste like you're licking an iron bar. You then have another drug that makes the body expel it by p*ssing constantly for about an hour, making your kidneys hurt. Comes with a small risk being radioactive. Something similar could be applied here, so the radioactive substances concentrate in the tumour, meaning a much smaller amount is required, making it less risky to the patient, and no need to p*ss in to a bottle sat in the passenger seat on the way home, which is the main benefit imo

@Dickz, based on commercial court time availability when the last RNS was posted about counter suing, at the time for complex court cases (ie, greater than 2 days availability) the earliest available dates were late March 23 (2 days) to July 23 (for week long cases). Obv one party could cave in and settle before then, but in my mind these are the two dates I've had in my calendar since that RNS.

Theres been more avacta trades than GSK ones this morning. Novacyt took 3 months to go from £2.50 to £12, hemo did 25% after a decent RNS and then went up another 125% over the following week.

Today its the 10% traders taking their profit who pay zero attention to RNSs or pipelines and they'll move on to someone else.

Arise, Sir Alan of Abakta

I think we'll do a hemo, a decent bump today but solid rises over a few weeks. Either way, I don't care, it works, which is all that matters

I got shivers from the RNS. Probably one of the most important cancer discoveries of all time.

I'll be contacting BBC and sky this morning, this needs to be everywhere

Wasnt freeman supposed to be recruiting for phase 1b? Does this mean she's no longer involved and recruitment still going ahead, or freeman no longer involved / phase 1b not happening yet?

Tbh if the initial data is as good as we all hope I don't think the market will have a clue how to value us, so I think there will be a delay where the SP goes up but will give chance for well researched investers to put more money in, albeit at a higher price, but with significantly less risk. From Feb onwards is where we'll see fireworks. Like when novacyt went from £2.50 to £12 over several months. I'd be quite happy with that. Just no court case though please, Al.

I'd like to see a licence deal within next 3 - 6 months, if only to raise the SP and prevent a cheap TO.

I emailed Al in comic sans (so a hostile takeover) offering £50 and an expired family voucher to West Midlands safari Park but haven't heard back.

Twatter is correct, the delay is him considering the offer. I'll keep you updated.

Saw these mentioned on twitter on an avacta feed, I remember coming across them before when reading about affimers, antibodies and aptamers etc.

Basically these guess have developed DARPins, another alternative to antibodies and from 2 minutes of thorough research, similar qualities to affimers, and have been used in clinical trials already.

In fact, their own pipeline which to my untrained eye looks very similar to Tmac, has completed phase 1, no MTD found, no significant side effects. Their drug mp0310 uses DARPins to target the tumour and ensure immune cells only activate there, based on FAP, and their MP0317 also similar. They're preclin in a couple of others, and licenced some drugs out.

Awesome. What interests me is the share price. Its lower than that of Avacta (although I saw theirs crash around May), yet has more advanced drugs in clinic with as good a safety profile you could hope, along with demonstrating that the tumour shrank in a stage 3 patient with I think breast or liver cancer.

What gives? I can't see any Moln themed share chats either, do the US not give much of a sheet about small biotech?

Fantastic news, explains why we're blue.

I'm in novacyt (unfortunately) , will be back to 60p in a week or two. I'm holding on in the desperate hope the court case will be settled in March in their favour so I can get out with some of my cash. Will lump it here it its still sub 1.50

Excellent. Just another £3 to go. Great news for thermo and roche, not sure if nova will get any crumbs from the cake, that involves our sales team doing some actual work and finding someone capable of reading a contract.

Cabozantinib, their prized possession, has nasty side effects, not much better than platinum based chemo.

https://www.macmillan.org.uk/cancer-information-and-support/treatments-and-drugs/cabozantinib

Even so, last year that drug alone made $1.4bn in revenues (mcap around $bn). Similar figures to the current dox market, which ava could massively expand on. Granted their pipeline is a lot futher on, and established as a proven drug. Ava designed to work along side these types of inhibitors too, so potential in future for clinical trials combining likes of this with precision targetted chemo.

Interesting that the science days mentions fund managers and city analysts ahead of leaders in oncology. Is it that those in the oncology field would already be well aware of progress so far through inner channels, or is it that this is going to be foooooking massive and will make avacta the hottest share to own in 2023?

Creative accounting

Had my eye on this one for a while and is approaching my buy in price, however just seen comments above about dividends are paid net.

I'll be usijg my isa for this as dividend allowance already used up, Im registered for self assessment so is there an option on there to reclaim tax for this (assuming it really is paid net of tax)

AS said 4 planned. Only reason they they'd go for more now rather than move to next phase is if a pharma has agreed / in talks to fund it if first four escalations haven't found a MTD and they want to see how specific the platform is before agreeing final terms to a licence deal or possible take over, all imo. Avacta will have budgeted carefully for each phase and wouldn't just go rogue, and the recent fund raise that was over subscribed could have given additional funds, but they declined. Who turns down cheap money at a pivotal time in development, unless its a drop in the ocean to what might be coming.

I think we'll hear before Xmas what their plans are. Another DE or not, it's exciting.

Isn't medusa just based in a shed in Manchester where some work experience kid updates the website occasionally? Their accounts from 2021 don't make for pretty reading, and they had an average of 8 staff, at a time when covid was in full swing. About the same as a tesco express.

Was hoping that link was dead. Richard Hughes better off sticking to golf.

Impressed with the Xmas toy choices here, in years gone by its been knock off or cheap tat, spotted most of the things our kids have asked for from adverts (mainly YouTube) so good to know the product buyers are on the ball. Local store busy at 10.00 on black Friday.