Member Info for LovableLumax

AVA6000 over several years (yep a painfully long trial) has unequivocally proven the exquisite FAP targeting works in man and in actual fact is even more targeted than in animal models. 6103 was going head to head with a blockbuster ADC in enhertu and we know 6103 was using exatecan which is somewhere between 10 and 20 times more potent than the derivative enhertu uses although at the outset the advantage ADCs in general have is the use an antibody which as a therapeutic has a long half life over days and even weeks. 6000 didn't need modifying (capping and linker) as its half-life was fine but 6103 and then 6207 did which the amazing chemists created to enable sustained release over 5 days (also cleared from blood in hours). In addition 6103 CMAX (most drug in tumour) is within minutes and 11 times more than enhertu which takes over 24 hours. The TSI is some 3 times better over several days which is something else (and remember 6103 at least 10 times more potent). Now we know 6207 can beat rivals with little for our biomarker to go target (low FAP) and lots for theirs to (HER2-positive) and 6207 beats them hands down. Big pharma but on notice as when initial 6103 data comes out if working as planned preCISION could dominate the solid tumour market whether it's low FAP or otherwise. Wow. Yesterday wasn't aimed and us retail punters but others will be keeping a very close eye on little old Avacta.

They can’t report on 6000 before it’s presented at the conference later this month. We’ll have updated PFS and I assume an accelerated pathway which we were told to ‘watch this space’. I suspect shortly after comes a deal to take into P2/3

Indeed Touk!

* Why hold a science day to present preclinical data that’s based on a sustained release mechanism if said mechanism isn’t working in clinic where it’s been for 5 weeks.

Who hold a science day to present preclinical data that’s based in a sustained release mechanism is said mechanism isn’t working in clinic which it has been for 5 weeks.

Hopefully we get an RNS saying PK confirms the animal models are largely being replicated in clinic ie cleared from plasma within hours and released in tumour over 5 days. That is huge and should make us all very happy and hopeful/expectant.

Expecting CRs is quite frankly stupid.

The early cohorts inevitably had more conservative tumour to plasma ratios and the 100-1 were if memory serves from cohort 4. FAP-Exd is BOIN so escalations will be higher but dose 1 will be conservative and in any case they will not have had a scan. Get a grip FFS.

Blimey this is pushing it and we’ll OTT. They will likely have a scan after 8 weeks and the first dose will be very low indeed (unlike preclinical models with CRs).

No need to build up like this. We’ll get an RNS at 7am but let’s be realistic. Could be news on 6207 selection or who knows but a complete response is a crazy expectation.

Not gloating, I take no pleasure. More pointing out the red flags which you and others wouldn’t hear of and not only that burning want such ‘dissent’ on the board. You seem to think the new inexperienced CEO is to blame. Just takes some basic research. Balance is positive and needed.

No more from me unless I’m posted to.

I posted this on 19 March -

Optic the same was said about why Pepsi signed a deal all those years ago and that was when the share price was 40p or so. The question I ask aftrer the TU is where is the US revenue from Rembrand, nowhere but more importantly looking forward the emphasis was on ROW and remember MIRI and Rembrand shared many clients (L'oreal, P&G and many more) so only new clients count and if MIRI fails surely it benefits Rembrand so little incentive for them to ramp up JV sales.

Rembrand fairly recently established and it speaks volumes they're able to get L'oreal investing whereas MIRI has had no industry interest. I may well wrong and have been many times and we should know come the end of April is this requires a raise which could be the end unless II interest or if chunky contracts could have this multibag in short order.

Arna it’s I told you so brigade now it’s gone into administration but before that some of us were predicting this but you and others wouldn’t listen and thought you knew better.

Read the RNSs and they talk about discussions, potential revenue an awful deal giving up control of the biggest market and a CEO who was promoted from within having never been a director but yeah a new chapter. Anyway, I hope lessons are learnt and losses are recouped elsewhere.

sold a pack of lies? take responsibility. there have been so many red flags for years but let's not go back that far. surely the last raise should have put people off. some iis put punt money in as a last throw of the dice but they basically gave the biggest market away to a newcomer in rebrand and relied on them (when it's in their interest for miri to go to the wall) as well as row with a focus on middle east and what was the plan, to drop signage into stuff which anyone can do. if the ip was worth anything a streaming co or ad agency would have acquired or white labelled it. i mean ffs when they raised the q1 just before generated £80,000 ffs and you'd need another 50% to cover the ceo's salary (stephan). also, louis was the only one who'd take the job and he had never been a director before (as stated in the rns) let alone a ceo.

when me and others would come on here with warnings the rampers would get arsey. i mean none recently as bad as the worst morons i've ever seen on a bb 2phevs and lotm, what absolute ****s who cost people a lot of money with their cross ramping on other bbs.

anyway, main thing is to learn and listen to opposing views.

It is suspended and administrators called in to ensure creditors get as much cash as pos. It's that simple. Clearly the pipeline is poor and and FD will know how much cash they owe and when to call it a day. I guess having a little hope OK but need to be realistic, it's a dead duck and the only winner will be rembrand who will walk away with Miri's clients.

The former CEO and NEDs who should've been holding him to account a disgrace.

Exactly merciman.

With nearly 3 months monies still left, why throw in towel? Why have statements been made for a while now that CEO knew only too well would trash SP?

They need to have their audit signed off which requires a year's working capital so they a month to get the required funds or be suspended/delist.

Programmatic too complex but the major issue is rights. Tigerbythetail who works in film said this a couple of years ago. This works on a small scale. Big campaigns like Yellowstone is agreed and signed before shooting and they almost build small stories within the episode/scene around it. But actors agree to work with brands and all negotiated. Dropping brands in post production is a lawyers dream as they’ll get fees while nothing can be agreed. Imagine an actor has just signed a deal with Ralph Lauren and then a major series just launched decides it wants loads of YSL branding, bags, accessories or whatever dropped in. Ain’t gonna work as TBTT pointed out and he said the basic signage stuff has been done for years and anyone can do it.

Arna they have feck all money and have to ensure employees and creditors are paid, hence today’s RNS.

You banging on about promotion speaks volumes. They’ve been promoting for years and wasted lots of money on trade event jollies. They had lots of partnerships so those who should know about mirriad knew. Just because you don’t see stuff doesn’t mean a thing re trade/industry promo. As far as IR goes I’m sure he was mindful not to (unlike the last crook

CEO) as pumping a dead duck to potential shareholders not good. The story seemed good from afar but once revenues stalled, no programmatic, no licensing of IP and they simply drop branding or signage into scenes post production that anyone can do it was a joke. Many of you thought rembrand would save it which was ridiculous and meant mirriad now had no control over its biggest market. Clown show.

That’s ludicrous. He wasn’t a director before and was likely the only one willing to take this dead duck. You need to look back to Stephan the old CEO who rinsed it through salary and jollies to Cannes and elsewhere. Also blame the numpty rampers.

Says it all. Inevitable.

Surely a deal will be likely once fari-dox data is released at ASCO in May. Whether it be for SGC or other indications but SGC most likely.

Bella you said - what other medicines are FAP sensitive.

I think you mean what other targets/diseases express FAP for preCISION to exquisitely target with existing or novel warheads.