Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Decided to do the Analysis tonight (bit late, so please check numbers!).
October vs September, over 1000 (top 9) …
BFU 34-20V, 4354 +721 on +9 (31) days – 22833 gas
BFU Fed 11-22V, 3427 +1385 on -1 (28) days – biggest gainer this month.
BFU 44-22V, 2818 +185 on +2 (31) days
BFU 32-27V, 2771 -397 on -5 (25) days
BFU 44-21V, 1907 -78 on +1 (31) days – 17663 gas
BFU 21-35-76 ST A SN 3H, 1866 -469 on same (30) days – 7812 water
BFU FED 32-21V, 1575 -1324 on same (29) days – biggest loser this month, something ‘up?
BFU 23-27V, 1377 -213 on +1 (30) days – 11916 gas
BFU FED 11-28V, 1012 -102 on +1 (31) days
Another 27 producing wells (total 36) with average just short of 474.
15 improvers for +3611, 22 down -4146 (inc. BFU Fed 41-20V to 0, so 36 producing) = -535 +34438 (Sep) = 33903 (Oct).
Once again quite flat really. November should be better.
GLA
33,903
Analysis tomorrow.
GLA
As per RNS 19 Sept 2023 “Cohort 7 to be the final dose escalation cohort in the Phase 1a three weekly dosing study.” As such the end of the originally defined trial designated NCT04969835 (which had an original estimated ‘study completion’ date of 30 June 2023. The protocol was based on dosing every 3 weeks “until disease progression, unacceptable toxicities, withdrawal from treatment for other reasons, reaching maximum lifetime cumulative exposure to doxorubicin (or other anthracyclines), or death, whichever occurs first.”
So one might expect that when cohort 7 is completed, and results in, that this is (a highly) ‘material’ event and must be RNS’d.
However, given the stated intention “to begin a short study to explore more frequent dosing (fortnightly) of AVA6000 as a first line treatment in patients with soft tissue sarcoma”, and that “the study is expected to begin in Q4 2023 subject to receipt of approval of a protocol amendment from the US Food & Drug Administration (FDA)”. So while we might have expected a new trial designation with a new protocol, this (note the word “amendment”) seems to suggest that the existing trial and protocol are simply to be amended? Either way, it still looks like a highly material event and should be RNS’d.
Just my view, happy to be corrected.
GLA
Ha, of course, Deep Mind (or Thought) 'a mere abacus' in comparison to Hurst.
GLA
AI already having impact.
Latest Affimer poster mentions ‘AlphaFold’ in ‘Affimer libraries design and screening section’ …
https://avacta.com/wp-content/uploads/2023/11/PEGS-Europe-2023-poster.pdf
AlphaFold is an AI developed by DeepMind …
https://alphafold.ebi.ac.uk/
Avacta ‘Zeitgeist’ and we’re still ‘pre-paradigm shift’.
GLA
If interested in the details of what an ‘SI’ is (MIC code SINT trades), this is worth a look ..
https://emissions-euets.com/systematic-internaliser/501-systematic-internaliser#:~:text=This%20means%2C%20while%20trading%20venues,same%20way%20as%20trading%20venue.
Headline – “This means, while trading venues are facilities in which multiple third-party buying and selling interests interact in the system, a systematic internaliser operates a bilateral system and is not allowed to bring together third party buying and selling interests in functionally the same way as trading venue.”
Investment firms acting as SI’s are licensed and are typically large banks and investment managers.
For example – HSBC, UBS, JPM, Morgan Stanley, Goldman Sachs, et al.
Purely for information, the latter 2 act in certain capacities for Anavio Capital Partners LLP.
GLA
MIC code SINT (Systematic Internaliser), so II/Hedge/Bank etc. (with a SI licence) dealing on own account. Owbership, motivation, etc. completely opaque.
GLA
5m+ in 10min, haha.
GLA
@Calder5, the WOGC web site is used for documentation – including permits, production, well status, etc. for all Wyoming operators. The Sundrys are just one set of docs that relate to approvals for certain field activities.
In this case it’s just a confirmation that an approved ‘change of use’ from ‘injector’ to ‘salt water disposal’ commenced on 09/21/2020 (MDY) as per an earlier approval.
Looks like Atomic or Cuda guys missed some paperwork and we hadn’t picked up on this until now. Just makes me think that all our documentation is being checked through in detail.
GLA
New (admin only) Sundry on 41-18V (non-producing) …
http://pipeline.wyo.gov/Wellapi.cfm?oops=ID73900&nAPINO=938051
Rather overdue admin! Looks like a drive to dot I’s and cross T’s. Must be going through the records and updating / correcting. Getting the ‘house in order’ for …?
GLA
Canadians bargain hunting …
Nov 16, 17:27 0.03 0.005 1,081,000 Virtu Canada Corp. TD Securities Inc. CSE
Nov 16, 16:28 0.03 0.005 219,000 BMO Nesbitt Burns Inc. TD Securities Inc. CSE
Wonder if any COPL Director buys post Q3 update – or would the ongoing JV discussions preclude?
GLA
Market is undoubtably ‘thick’. AVCT comm’s can be (shall we say) ‘subtle’, but the message is unfolding …
https://twitter.com/avacta/status/1711308768112267489/photo/1
Just a reminder that this article nicely takes you through what Avacta are achieving – without mentioning Avacta or specific products (except ref 6, 7). AVA6000 and AVA3996 are easy spots, but AVA032 (and AVA028) now more obvious after the poster.
GLA
So did we do a last minute swap, because this is from the PEGS poster list on the interweb …
A122: Direct Replacement of Secondary Antibodies Using Affimers, Presented by Izzie G., University of Leeds
Note that we put in a mention for AlphaFold AI for protein folding analysis. Here’s a poster on the subject area (and Manuel is stood next to another) …
A041: Using Machine Learning to Predict Protein Expression, Presented by Evgeny T., European Molecular Biology Laboratory, European Bioinformatics Institute
Also, from AZN …
PLENARY KEYNOTE
Benchmarking the Impact of AI Biologics Discovery & Optimisation for Pharma
Rebecca Croasdale-Wood, PhD
Director, Augmented Biologics Discovery & Design, AstraZeneca
Overall, ‘Antibody’ heavy. ‘Paradigm shift’ coming though.
All very interesting (but not stupid).
GLA
See that we're using AI (AlphaFold). Great stuff Avacta!
GLA
MIC code SINT (Systematic Internaliser). Institution dealing for private client accounts.
Suppose this could mean a lower VWAP?
GLA
'Fat fingers' and corrected, or what ...?
2023-11-14T15:17:07Z GBp 140.5 142350 200,001.75 Off-book AIMX
2023-11-14T15:17:07Z GBp 150.5 142350 214,236.75 Off-book AIMX
GLA
Good spot Strangy.
While not a Dox combo trial, does however, illustrates the challenges BP have with new drugs. Note – Lung Cancer has high FAP expression and ‘Non-Small Cell Lung Cancer’ is on our list.
GLA
@1509, yep. Just replying to Eazy's good spot. Clearly they have been working on this for at least a couple of months. Last significant production was Nov 2021 with 1419, so would expect the time, effort and cost has been focused on bringing this well back to significant production.
Anticipating a comprehensive update shortly from Mr Cowan on wider scope and progress of 'field works', production forecasts, JV, etc.
Oh and yeh, a nice 'atmospheric' photo and good to see the guys working through the night. Now is that AM ('directing' operations) stood by the pickup on the left, haha?
GLA
Or (additionally?) maybe that old ‘chestnut’ AACR?
https://www.aacr.org/meeting/aacr-annual-meeting-2024/abstracts/
Deadline for Abstracts – Thur Nov 16 2023. Plus, “Clinical Trials and Late-Breaking Abstracts (submitted by the January 8 deadline): 5 p.m. ET Friday, February 23, 2024”.
Maybe 2-weekly dose cohort could be finished by then?
GLA
Just a reminder …
10/17/2023 (MDY) - BFU FED 41-22V …
http://pipeline.wyo.gov/Wellapi.cfm?oops=ID87060&nAPINO=948161
SWP requires emergency flaring at the BFU Fed 41-22V (948161) for a safety related well
intervention per Chapter 39 (b)(i).
For safety related reasons, SWP needs to install two 5,000 psi casing valves on the
wellhead to secure the well properly prior to restarting offset gas injection. When the
offset injection well was injecting gas, the casing pressure on the BFU Fed 41-22V climbed
to 2,574 psi. The current casing valves are rated to 3,000 psi. The casing pressure has
declined down to 2,100 psi over the last 4 months with the injector shut in. The well
needs to be killed in order to swap out the casing valves and we have to bleed down the
casing pressure through a flare prior to pumping the well kill. We may need to flare up to
a cumulative volume of 7-10 MMcf over a 7-day period.
This well hasn't produced since Jan 2022, but was producing in 9 out of 12 months in 2021 peaking at 1500/month. Well head now upgraded and, presumably, production about to be reinstated?
GLA