Member Info for LovableLumax

10 times or nearly, yes I’d take it as most holders would. For sure this could be many times higher once 6103 initial dTs published but a bird in the hand for me

Jay these posts are positive but you need to realise Rhyff was working with those clients before its mirriad deal so anything they’ll do won’t be revenaue shared with mirriad

Revenues in 2026

That post reads to me they’re expecting revenues in 2925 so come Jan 1 they’ll likely have 6 months cash left tops.

Remember all the huge brands and partners (supply and demand side) they had years ago and pah, feck all revenue. Now they’re simply dropping signage in post production and any media co can do that. See what the Jan trading update says.

Oh dear, the LinkedIn post sounds like more jam tomo. I suspect revenues continue to disappoint and come Jan the begging bowl will be out.

May not be everyone’s cup of tea but he knows the science.

https://x.com/ophidian18/status/1998701269230240048?s=46

Https://x.com/jstonker/status/1998360730161344950?s=46

LDA do you think all the trades in blue are buys?

Deary me. I trust the CEO and chemists who say they didn’t need to tweak 6000 as half life not an issue and if fact it’s extended and the biopsies taken 24 hours after dosing demonstrate.

2 weekly was don’t to prove it can be done like conventional dox in combo albeit much higher doses and fewer AEs.

Bore off.

Dox is used in combo with other drugs and often every 2 weeks so CC likely wanted to demonstrate we can also dose 2 weekly as well as seeing the efficacy. Nothing to do with the half-life as they have said. In fact 6000 extends dox’s half life by circa 40%.

Doxorubicin in TNBC Treatment

Standard Regimens: The National Comprehensive Cancer Network (NCCN) guidelines recommend combination therapies for TNBC. A common standard involves an anthracycline (like doxorubicin) and cyclophosphamide (AC) followed by a taxane (like paclitaxel or docetaxel), often administered every 2 or 3 weeks for several cycles.

Dual Therapy and Novel Combinations: Doxorubicin has been investigated in numerous dual therapy contexts, primarily in preclinical or clinical trial settings, to enhance its efficacy and mitigate cardiotoxicity. These combinations use doxorubicin alongside novel agents, such as:

Immunotherapy: Short induction periods of doxorubicin (two weeks) prior to immune checkpoint inhibitor (ICI) treatment in metastatic TNBC patients have shown promising results in clinical trials like the phase II TONIC trial, suggesting enhanced ICI response.

Targeted agents: Doxorubicin is being combined with various targeted agents (e.g., HDAC inhibitors like bocodepsin/OKI-179, NK1R antagonists like aprepitant) to potentiate its effects and protect healthy tissue.

Nano-drug delivery systems: Researchers are developing specialized nanoparticles to co-deliver Dox with other therapeutic agents or immune enhancers, showing improved efficacy and reduced side effects in preclinical models.

Administration Frequency: A protocol involving weekly low-dose doxorubicin as a second-line treatment for advanced breast cancer has been studied, sometimes in combination with other agents, showing mild toxicity. However, the standard of care in early-stage or advanced settings typically follows different, less frequent, but higher-dose scheduling as part of a multi-agent plan.

Remember some 6 months after they started P1b CC said they initial data are highly encouraging and further underpins their confidence in the preCISION platform.

The key aspect of pre|CISION® is its peptide drug conjugates (PDC) technology. The combination of the cancer drug and the proprietary cleavable peptide (the PDC) is inert and incapable of entering cells and killing them until the peptide is specifically released within the tumor. The active payload in the pre|CISION® PDC is released when the PDC comes into contact with the common tumor-associated protein, known as fibroblast activation protein (FAP), in the tumor. The release of the payload from the pre|CISION® product directly in the tumor results in higher concentration of the drug at the tumor and lower blood and healthy tissue levels than standard systemic administration, offering the potential to improve efficacy and patient tolerability.

What a tech influencer endorsing if. Blimey. Proof’s in the pudding and either they’ve really stepped up revenues in Q4 or it’s good night. Posting this endorsement seems desperate to me. I assume there’ll be a trading update in Jan (if not before) so we’ll soon know.

I look in on here from time to time out of morbid curiosity and to see if the chuckle brothers LOTM and 2Phevs were back here ramping. Those two numpties were comedy gold and I'm sure still are.

Guys looking back at the large trade given the price action beforehand, volume on the day and lack of movement on the day do you really think it was a buy rather than a worked sell?

If the CEO and CBO believe the P1b data will be the catalyst for FDA to agree to an accelerated approval path then surely it makes sense to wait for that to happen and sign deals in a much stronger position. I'm sure the cos who are interested are happy to pay more on the basis of more data (less risk) and a clear pathway to approval.

I dbout we'll get a TNBC deal until more data but expect a SGC one imminently which could be tied to what regulatory bodies (mainly FDA) advise re path to take for fastest approval and design of P2.

The market has attributed no value to their IP hence the market cap is circa what their cash balance could be. Rembrand has little incentive to ramp up sales as they know if mirrisd goes to the wall they’ll walk away with their clients and no revenue share.

Mirriad is simply dropping signage into scenes which anyone can do. There’s no programmatic and no barrier to entry which is why a major didn’t buy mirriad. Rembrand was only established a few years ago FFS.

That said if mirriad does surprise the market and won’t need more cash in Q1 it could multi bag. The silence/ lack of RNSs a concern. .

march - among patients in the dose-escalation portion, 11 patients with salivary gland cancers have been treated with ava6000 at or above the dose of 250 mg/m2 and above. among these 11 patients, one patient experienced a confirmed partial response as best response (greater than -30% reduction in tumor diameters by recist criteria), four patients had minor responses (-10 to -29% reduction by recist criteria), and only one patient had disease progression for a disease control rate of 91%. these responses have been durable to date. importantly, the median pfs has not yet been reached, as five patients remain on ava6000 treatment and 9 of the 11 patients are without progression and remain in follow-up. the median time of follow-up in this cohort is approximately 5 months. these data compare very favorably to published pfs reports (with conventional anti-cancer therapy) in this setting of pre-treated sgc, is reported at approximately 3.5 months. it is anticipated that pfs would be the primary endpoint in the registrational trial of ava6000 in this indication, which is characterized by low response rates and high unmet need.

fast forward 6 months or so -

median progression-free survival (pfs) has not yet been reached, with an absolute median pfs follow-up of approximately 41 weeks (range 8 to 76 weeks). multiple patients demonstrate durable disease stabilization despite discontinuing the therapy once reaching the cumulative maximum dose. the ****** meier estimated median follow-up is 51 weeks. ****** meier modeling functions by calculating the probability of overall survival at each event time and multiplying these probabilities to estimate the median follow up based on observed data. the faridoxorubicin observations compare favorably to recent benchmarking data in this patient population presented at esmo 2024, with a reported pfs of 3.5-4 months in a large cohort (n=54) published by the eortc in a similar setting of pretreated patients with sgc. in addition to the comparison to the pretreated patient cohort, the data with faridoxorubicin compare well to the first line cohort in this eortc study, with a pfs reported at 4-6.5 months (licitra et al. esmo annual congress 2024).

Our results in heavily pretreated patients beats the average PFS as a first line treatment which is 4-6.5 months or 28 weeks top end. As mentioned 6000 will surely be even more effective on tumours that aren’t refractory in the first line setting.

Surely data in the next 14 trading days.

Given the price action it's a sell. Makes little difference whether the price is .009p to buy or .011p this is surely boom or bust on the next couple of RNSs.

remember the sgc patients were heavily pretreated and as a comparison 6000 trebled pfs in the same setting and also improves on a first line setting average of 4-6.5 months (top end 28 weeks) to circa 51 weeks. although initial p1b data won’t have this as we clearly need more time it will surely smash it on more pliable tumours (less treated). given there is no standard or care you can see why they targeted this rare disease.

in patients with salivary gland cancers (sgc, n=11) treated at or above the dose level of 250 mg/m2, faridoxorubicin demonstrated multiple confirmed partial and minor responses with a disease control rate of 91%. median progression-free survival (pfs) has not yet been reached, with an absolute median pfs follow-up of approximately 41 weeks (range 8 to 76 weeks). multiple patients demonstrate durable disease stabilization despite discontinuing the therapy once reaching the cumulative maximum dose. the ****** meier estimated median follow-up is 51 weeks. ****** meier modeling functions by calculating the probability of overall survival at each event time and multiplying these probabilities to estimate the median follow up based on observed data. the faridoxorubicin observations compare favorably to recent benchmarking data in this patient population presented at esmo 2024, with a reported pfs of 3.5-4 months in a large cohort (n=54) published by the eortc in a similar setting of pretreated patients with sgc. in addition to the comparison to the pretreated patient cohort,, the data with faridoxorubicin compare well to the first line cohort in this eortc study, with a pfs reported at 4-6.5 months (licitra et al. esmo annual congress 2024).