Member Info for LovableLumax

We averaged a share price o 130p for sone 2 years on 250m shares so a market cap of £325m. We have made progress in the clinic, new BOD, SAB so we have some way to go and 2 weekly as well as complete 3 weekly read out in autumn.

Which goes to show it's no nearly ready. You would recruit 6 months ahead of launch for training and to be involved in the final testing stages to get a proper understanding. I assume programmatic rolled out very end of this year or more likely next and they will be raising money on the back of it. The RNS saying it's up and running should see a decent rise but what will the share price be by that time? The market sees no enterprise value as the CEO merely taking loads of money and not able to increase revenues meaningfully, I mean all these new partners and revenue stagnated and even the existing brands clearly not spending more. If it's that good why not continue to order manually whilst programmatic delayed? I can see this being 0.5p in short order or less and then only 200% increase to get to mates rates. One person doing well is the CEO.

Indeed, saying future prospects is tautological.

Anyway, given the data we have, mechanism of action was confirmed in mouse models, now confirmed in humans and the platform effective for both high and mid FAP tumours the sky is the limit especially with the new team at the top as well as the SAB. If 2 weekly knock out and assuming the science doesn't break down getting lots of dox into tumours as a first line treatment so naive tumours and ones receptive to dox it really should be. Onwards and upwards.

I agree our prospects are very good indeed. Prospects are always in the future BTW!

Dox will behave like dox, end of.

Nice to see if bounce off support. Hopefully the next leg up has started.

They do not expect this tie up to bill £180,000 this year or it would have been subject to an RNS (any agreements likely to bill 10% of revenues has to be subject to an RNS). Or will it exceed that amount and MIRI are breaking the rules and risking a fine. Maybe it's a massive deal and they are not issuing an RNS so mates rates can continue. Mates rates, we now need nearly 100% uptick to get back to Phevs' mates rates. What a dimwit.

Thorn I hope you're getting paid per post. You said earlier, dox will be dox. Dox is cleared from the body in 24-48 hours. We had huge amounts in the TME after 24 hours so as you said dox will behave like dox. We are getting more dox into the tumour and it remained there after 24 hours so bodes well.

Doxorubicin, also known as Adriamycin or Rubex, is a chemotherapy medication used to treat various cancers, including leukemia, lymphoma, Wilms’ tumor, neuroblastoma, sarcoma, breast, gastric, bladder, lung, and thyroid cancer1. It works by interrupting DNA copying in cancer cells, leading to their death and slowing or stopping tumor growth. When administered intravenously, doxorubicin may cause a feeling of burning and pain. The medication is cleared from your body within 1-2 days after each dose, and you may notice orange or reddish urine during that time2. If you experience any symptoms like shortness of breath, chest pain, or irregular heartbeats, seek medical attention promptly. Additionally, certain foods and medications can affect its blood levels and effectiveness, so be cautious and inform your healthcare provider about all medications and supplements you take1. Remember to follow your care team’s guidance and report any concerning side effects.

We know no MTD was found so not a large amount of dox was cleaved outside of the TME. Ideally we would have had biopsies taken say 6 hours after dosing which will have likely shown more dox in both the tumour and plasma. The fact the biopsies were taken 24 hours after is a real plus and shows the relatively short half life isn’t an issue. Of course it can be improved upon for other warheads and the patents suggest this is the case (pipeline update will be super). We have very large amounts of dox in the tumours 24 hours after dosing and one of our independent oncologist’s amazed at the amount. Exciting for sure. Thorn could try and spread FUD more easily if the biopsies were taken a few hours after dosing but we got 24 hours.

Thorn are you still getting paid by Winnniifrith? If so that makes sense the dedication you have. Deary me.

Get paid for their reaction, it's pathetic really to accuse anyone of calling out BS to be paid to reply. Get a grip FFS.

What is clear is Touk is not invested and given the posting volume is surely short. I suspect the FUD will increase as we get into the CLN calculation period. Really hope they pay in cash and we build on up. GSA algo then buys back its shares and we accelerate the increase in share price.

It’s hardly ‘imagining’ which sounds fanciful. There is a lot of hard data showing 6000 putting large quantities of dox in the TMEs. Dox has been used for 40 years. Of course assumptions dangerous but it seems highly likely (assuming the chemistry continues to behave as it has) putting lots of dox to naive rumours sensitive to dox it will shrink tumours.

Good night.

12 patients have stable disease (including shrinkages in that). These are the end of the road patients heavily treated so tumours likely not sensitive. Imagine what it will do as a first line treatment so on naive tumours. I suspect 2 weekly will be knock out. Dox very well understood so getting large amounts on tumours sensitive to it without prior treatment will I’m sure save lives and hopefully doing so now. Cohort 1 patients could have had 8 doses since March. Exciting.

* There were 12 patients whose tumours stabilised and of course those that shrunk

Again that’s not true. These patients are very ill and have been heavily treated. Their tumours refractory and some not sensitive to dox. There were 9 patients whose tumours stabilised and of course those that shrunk. There were 5 patients in April who had stable or shrinking tumours who were still taking drug. They continue to take drug as their independent clinicians think it’s beneficial.

You haven’t answered my question are you spending so much time spreading FUD because you have an open short?

Touk you’re spending an awful tot of time on here trying to spread FUD. I have to assume you have an open short or why bother dedicating so much time and effort?

Lots of dox in the tumours and few severe side effects. Lots more dox being cleaved in tumour and a lot less in plasma (100-1). There has been no pull outs due to uncleaved AVA6000 having detrimental side effects

the fact that 10 biopsies 24 hours after dosing show significant amounts of dox in the tumour should alleviate your concerns. this suggests the 10 patients who had biopsies taken 24 hours later didn’t **** away the drug before it could be cleaved in the tme.

Elimination: Doxorubicin: 1-3 hours; Metabolites: 3-3.5 hours. Terminal: 17-48 hours.

The fact there was a large amount of dox in the tumour (proven via biopsies) 24 hours after dosing is superb. Little wonder we have seen signs of efficacy already. Dox is usually given (if pos) for 6 cycles 3 weeks apart so 4.5 months whereas some patients have received 6000 for 12+ months as their disease has stabilised or indeed regressed so extended PFS and without the debilitating side effects. The platform is working as designed and now the trial has backed up the animal models (preclinical) I suspect the pipeline work will really whet the appetite of big pharma. An exciting H2 for definite.

What is really impressive is the fact the large amounts of dox are found in the tumour 24 hours later and there is limited 'leakage' finding its way into plasma. Given no MTD was found the platform is working as designed so cleaving in in the TME (as limited FAP outside TME) which is why the biopsies so impressive and no MTD found. Imagine how impressive the platofrm will be using other warheads with longer half lives which is why I suspect the CEO is so excited about the pipeline.

They are obliterating the animal models (10x vs 100x). They are ploughing through C1,2,3 of the bi-weekly without DLTs.

World-renowned oncologists can’t believe what they see:

“He leaned into the microphone and said ‘Chris, we are seeing vesicate levels of Doxorubicin in these biopsies’”

Ie. At these doses it should be killing EVERYTHING in its path. It’s not. Because the platform works.

The partnership comes. That validates all of the above.

At that point, when people shrug and say ‘it’s Avacta’… we can say ‘yes, and (Novartis; Ely Lilly; BMS; Takeda; Daiichi Sankyo)’

Many want it. And Avacta now has a reputable management team selling it.

As for, well why it is 55p then?

The 1st iPhone unveiled June 2007.

Apple share price? 4.39 USD.

18 months on… Share price? 3.21 USD.

In 2020, Apple AirPods alone generated $23Bn in revenue.

Point being, very few see value in a platform instantly. When they eventually figure it out, everything changes.