Member Info for LovableLumax

They didn’t really move the therapeutics site to London from Cambridge. Another lie. I don’t just wanna see the Avacta labs but I want access to the independent clinicians at the hospitals where the trials are running.

Yep they’re not really doing any lab work. The patients in the trial are all bogus as is the data, biopsies and the lead investigators are going along with it as are the regulators.

More cycles and a larger TAM due to less toxicity means more revenue potential

Also, if the person with the 65% tumour reduction (3rd cohort) has been able to continue treatment he will have had AVA6000 for 15 months (most with normal dox 6 cycles or 4.5 months) and without the awful side effects. There were also several patients receiving drug beyond the usual 4.5 months so I am sure more superb stories of patients lives being extended and with much better quality of life. Hopefully 2 weekly dosing will smash it out of the park given first line treatment where possible too.

Oxygen you have a point re IIs voting in favour of the BOD but this is still massively retail based so unless something impressive comes out of the wash beforehand I suspect the CEO and CFO under a lot of pressure and there will be many votes against their reappointment. I hope CFO goes but Smith manages to pull something superb out of the bag which saves him and starts to rebuild momentum and trust

I don't think they can talk about the raise until 40 days have passed so around AACR. I agree though, TG has to go and unless AS pulls something remarkable out of the bag he has to go too. I know the chairman speaks well and great experience but he hasn't been doing his job, maybe becoming a CEO last year meant he took his eye off the ball. He needs to protect shareholders not the execs. Also CLN recalculation period in First half of April so surely AS has something to give or he surely knows he is likely toast.

BV then why say this is the RNS which implies the safety committee will need to sign off before next cohort?

Avacta anticipates that the SMDC will review the two-weekly cohort 1 data by the end of April.

Too you say 6 out of 40 patients which is true but biopsies were not expected and a bonus and the superb levels of dox measured were found in 6 out of 6 so 100% and now given what they are saying it’s now 10 out of 10. They will of course look at the PK, leaving group with all the patients so will likely have a good idea how much is getting into the tumour for all of them. Anyway, not long for the read out. Here’s hoping we have several end of life patients who have been on drug for nearly 12 months so extended their lives and without the horrendous side effects.

Thanks EA. Looks positive

How do you know he’s presenting with Avacta at AACR?

Yep so in 3 weekly it was - patient 1 dosed; 3 weeks later second dose and 2 patients get first; 3 weeks later 2 patients get second and then 2 weeks observation.

2weekly due to safety we are able to have all 3 patients dosed and 2 weeks later second dose followed by 2 weeks observation.

Exactly PL, like when the US sites came online in 3 weekly they started from cohort 5.

I think letting us know when the 3rd patient has been dosed gives us a better idea on likely completion.

BV - 35

@PL, point taken about the length of C1, but what does "in parallel" mean? Sites or cohorts? That is ambiguous and needs clarification.

The above means they can dose 3 patients at the same time rather than 1 and then wait on this case 2 weeks and then an other 2 before 2 weeks obvs ahead of sign off for next cohort. If they have patients lined up a cohort could take 4 weeks

Dox usually given max 6 cycles over less than 5 months. We should have several patients whose disease has stabilised and without really bad side effects for more than double that. Remember these are end of the road patients.

A number of patients remain on the three-weekly study at this time in several different cohorts.

Dox usually given max 6 cycles over less than 5 months. We should have several patients whose disease has stabilised and without really bad side effects for more than double that.

Patients can be dosed in parallel in the two-weekly dose escalation study and Avacta remains on track to begin the dose expansion efficacy study in the second half of 2024.

Even with the recent raise the huge majority of shares are held with retail. If a vote was pushed I doubt the recent share give away would protect them. It's not just the raise it's the awful comms, DX acquisitions, unrealistic and missed timelines etc. Anyway, see what RNSs land over the next month and explanation re 50p raise

Sod AS but the independent clinicians would not be recommending their patients continue to go into hospital to take AVA6000 if they did not believe it was helping. The fact that dox can stabilise or get rid of tumours over a period of less than 5 months and we are able to dose over double that (dose dependent) and these patients won't have the awful side effects it's exciting. Depending on what comes out of the wash over the next month AS and the CFO may have to go and I'm sure they'll need some positive to get the share price a lot higher and some solid reasons why the 50p raise to stop some shareholders forcing an EGM

You’re right, AS should be afforded the time to explain how we’ve ended up where we are. Hopefully something compelling as the recent raise absolutely shambolic. The trial strategy explained too. See what RNSs and interviews come at and after AACR.

Did you read my reply? There will be candidates there. I’m not a specialist recruitment consultant or work in the city but there will be some superb candaistes and the sooner they search (might be already) the better. Of course it takes time so the sooner the better and perhaps AS knows this and after 20 odd years it’s time to step aside. We’ll see. Because I have a view doesn’t mean I have a specific name in mind. That’s the job of the specialists. If you think AS is up to the job of taking this to £1bn market cap that’s your view. We can agree to disagree.