Member Info for LovableLumax

Ha, fair enough. It just looks desperate pumping on other BBs and the joker who did it for months on X. Tiresome. Anyway, best of luck

Pump and dump inbound. Numpties polluting other BBs says it all. Cash call incoming?

Great to see Virginia open. Recruitment should be rapid -

Alexander Spira MD, PhD, FACP, FASCO, Co-Director, Virginia Cancer Specialists (VCS) Research Institute; Director, VCS Thoracic and Phase 1 Program; Chief Scientific Officer, NEXT Oncology; and Clinical Assistant Professor, Johns Hopkins also commented:

"I am thrilled to work with Avacta on this exciting new drug. The ability to concentrate a potent topoisomerase I inhibitor directly in the tumor while protecting normal tissues from harmful effects is the next stage of how we should be treating cancer. We are looking forward to participating in this second pre|CISION® Phase 1 trial and helping the Company to drive this pioneering technology forward."

With our proprietary sustained release mechanism, we expect AVA6103 to enable greater efficacy from the exatecan payload while limiting the severe toxicities that were observed in the initial development of this payload in the clinic."

The HPV vaccine is not new, it’s been used in the UK since 2008 and more than 8.5 million doses have been given. It’s used in 84 countries including the US, Australia, Canada, and most of Western Europe, and more than 80 million people have been vaccinated worldwide. It's still an issue even though the vaccine has been around for 20 years

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.

I am not that dumb you say but hold some when you say there is no evidence to suggest a deal could take place. Says it all.

If we wake up to an RNS that says the FDA has given us an accelerated pathway and we have a P2/3 partner with £M cash up front blah blah I've no doubt Wyn will claim to have bought the previous day.

Chemo in its current form with the toxicities but ADCs and PDCs will take over as combo therapies. I guess that's why CC is so excited and believes 6103 will make a dent against cancer (unlike 6000). Once 6103 has dosed and provided we don't get an RNS soon saying there are issues we can assume all is well and I suggest the share price build and builds.

I doubt it’ll be big pharma but a mid sized one who would appreciate say $250m revenue pa from SGC and then go for STSnand or TNBC.

The lifting of lifetime dose will surely mean an accelerated pathway en route. I hope once that’s confirmed a P2/3 deal with a partner will be signed soon after.

As we were discussing earlier this week the hard bit, exquisite FAP targeting, has been proven in man over 4 years. Many cos have tried to target FAP before but lacked the specificity preCISION has and that’s proven. Gen 2 has linkers and calling groups which isn’t yet proven and I’m not suggesting it’s 100% certain but it’s very likely to work and the proven preCISION MOA is proven so risk has reduced substantially. This thread well worth a look -

https://x.com/rah00084/status/2029904515508347080?s=46

The 6103 animal models had better tumour to plasma rations than 6000 so I expect that’s encouraging so the 100-1 in human for 6000 could be surpasssed with 6103. Even if it’s the same it’s phenomenal.

*Dumping different warheads, capping groups/linkers is what’s next to be proven in clinic (sustained release). They worked in animal models but the point is that the toughest bit which is FAP cleavage proven beyond doubt.

The most difficult thing, targeting FAP with specificity (other enzymes not causing cleavage) has been proven in man and the warhead was dox. That’s been proven. Dumping different warheads whether the dumped groups works is what’s next to be proven in clinic. They worked in animal models but the point is that the toughest bit which is FAP cleavage has been proven over 4 years in man.

The FAP cleaving MoA has been proven

Let's say we dose end of this month we will therefore soon know if the MoA works (will surely do as proven in human) but also whether the Gen 2 works so the sustained release and then we'll know if we have a blockbuster on our hands with FAP-Exd and a platform. I suspect we will get much earlier efficacy and thinGs will move quickly. We'll see but if it works as planned I can't see Avacta being around by YE.

They have said the trial/dosing will start in Q1. The most recent RNS said the trial would initiate in Q1 and given all the preparatory work that's been going on for several weeks the trial was initiated once they started having back and forth with the FDA once the IND was submitted.

Yep fair play optic, if it comes good it could go crazy and multi bag in very short order. Obvs huge risk so caution needed.

Are people blind? Surely rembrand would want to have 12 months to get close to Mirriad’s clients and staff to work out how they work and who’s worth taking?! The trading days said it all, no significant money from US (of £400k) and no mention of US in outlook. Speaks volumes.

Mirriad for all the talk of programmatic and all the IP is simply manually dropping signage into scenes post production which has been done for donkeys.

Rembrand will walk away with Mirriad’s clients and the staff or wants. When L’Oréal (a client of Mirriad’s) invested in rembrand 18 months or so ago the writing was on the wall.

Fair points but that costs money so they'd leave it to the last minute in the hope they close some big deals so avoid.