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Https://x.com/onclive/status/2016451178872061994?s=46

I also suspect we will have a 6000 partner signed up once we have an approved accelerated pathway and registrations P2\3 with FDA which is hopefully imminent

Given how potent the payload is and with the improved half-life and active in the TME for 5 days surely they'll see results as early as scan 1. That sounds rampy and too optimistic but look at the preclinical results. Things could really take off as early as the summer, or even before. Again, I suspect recruitment will be fairly rapid given FAP targeting with preCISION proven and preclinical results so investigators likely chomping at the bit.

I’d take £7 right now thanks!

That said, if 6103 performs anything like it has in the preclinical studies I suspect efficacy will be seen very early and could be at first scans so if really positive given the broad utility of 6103 £7 now looks good but once initial 6103 results it’ll look cheap as chips.

email are you slow on the uptake? the spread’s some 30% ffs. that in itself a **** show. also, less than £5k traded. get a grip.

Gap filled from yesterday morning.

I'd wager on a dual payload deal being struck and I suspect this will come out of the blue and soon (I hope).

6103 starts dosing will see this gain momentum as we know the payload extremely potent as preclinical models show and with BOIN unlike 6000 we are very likely to have early efficacy. 6000 far exceeded ration of dox to plasms in clinic than in mouse models but even if 6103 is broadly similar surely the results will be amazing and surely Avacta is bought before YE.

Anyway, hopefully dosing starts soon and excitment will really build and finally a deal lands soon too. If thorn was really confident in his sale he'd log off and chill. He's fretting as is out. Best to ignore and perhaps the insance volume of posts might come down!¬

It's no funny and cringy how certain posters always make a profit on their trades and they feel compelled to tell randoms about it.

Whether thorn has sold for a profit or loss you can bet he'll continue posting FUD day and night rather than just moving on and getting on with his 'life' until the next RNS. It'll be raise en route, half-life so 6000 not as good (even though they said it far exceeded expectations and animal models) and sadly post day and night. What a life! Only a few days ago he said I had a point and then posted a couple if hours later and has since ratched it up. The most frequent poster no longer holds FFS.

Defo ignoring your FUD as you post more now you sold than when you held. Clear as day

Payload released in TME over 5 days and not present in plasma after 2 hours (unlike dox)

Unlike AVA6000 which is present in the blood after 24 hours and more 6103 is completely extreted within 2 hours

Less than £1k traded and it’s explosive. I guess using Mirriad’s revenues as a benchmark yeah explosive haha

What is obvious is when thorn was invested his obsession with the half-life FUD dropped but now he sold out he’ll continue banging the drum and will only stop if he buys back in or gets a life.

Trebling PFS says it works better than anything else. Also PFS with fewer side effects.

There are no other technologies that can deliver cancer treatment drugs directly into the tumor at the concentrations that our payloads enable without causing highly toxic side effects.

Because AVA6000 extended dox’s half life by 40% (according to CEO and her staff) it didn’t need extending. Fap-exd did -

Tumor and plasma exposure studies have demonstrated that FAP-Exd rapidly penetrates the tumor microenvironment (TME), is held intact for over five days in the tumor and releases exatecan, with an observed high maximal concentration (Cmax) in the tumor within minutes and very low exposure in the bloodstream which is undetectable within two hours.

Thorn FFS the biopsies (taken 24 hours after dosing) demonstrated huge amounts of dox delivered to tumour which is why there were still Adverse Events albeit no cardio tox but other AEs.

6000 delivers more dox to tumours with fewer AEs. STS has a 20% response rate with dox in first line setting, isn’t used for SGC but we get super PFs and TNBC we will see but usually used in combo but I’m sure 6000 will do a lot better Given more dox being delivered to tumour.

Avacta chemists, CEO and investigators wouldn’t have decommended their patients take it if the data suggested half life an issue or otherwise.

Bore off. You sold but post more than anyone. Sad.

The fact 6103 designed using BOIN says they’re liaising with FDA and it’ll start there so MHRA sign off not hugely important. Credit to RAH for highlighting this.

https://x.com/blueberrymgmnt/status/2012896551639679104?s=46

#AVCT’s use of BOIN hasn’t really had much attention.

The old 3+3 design is very cautious. As we know from AVA6000, if you see 0/3 DLTs it escalates.

However, after 1/3 DLTs, it expands to 6 patients, and after 2/6 it declares the previous dose the MTD.

This frequently causes trials to stop escalation early or at low/subtherapeutic doses. Not a problem we had because of preCISION’s ability to remain “silent in the bloodstream”.

But for AVA6000 it meant moving desperately slowly.

Fast forward to AVA6103 and we will utilise BOIN, which uses optimal boundaries: an escalation boundary; and a deescalation boundary.

These are calibrated to minimise bad decisions. I.e. BOIN is designed to escalate more readily when the observed DLT rate is comfortably below the target. Thus allowing more patients at a promising dose without the rigid "6-patient cap" rule that 3+3 often imposes indirectly.

The effect of this is BOIN climbs the dose ladder MUCH faster and spends less time stuck at low doses when the true MTD is moderate or high.

When you are dealing with “normal” drugs this is important. When dealing with a platform which is designed to mask toxicity, it is essential.

When dealing with a highly toxic warhead (such as Exatecan in AVA6103) it will enable the full power of this warhead to be employed. Quickly.

By using BOIN, AVA6103’s trial will allocate patients closer to the current best estimate of the MTD.

BOIN is built on a ruled-based-interval-approach that treats the dose-finding “problem” as assigning patients to doses near the evolving estimate of the MTD. It is far more dynamic than 3+3 and should enable preCISION to shine much quicker.

It will naturally concentrate enrolment of patients at doses whose estimated toxicity is close to the target, whereas 3+3 often under-allocates to higher doses because of premature stopping or fear of toxicity.

Simulations consistently show BOIN assigns more patients (on average) to the true MTD across a wide range of dose-toxicity curves vs the 3+3 model.

It is also MSK’s preferred approach to trial design.

Not only will this ensure AVA6103 moves quickly, it will showcase the true potential of preCISION.

Roll on IND.

FDA is now open to Bayesian statistical approaches. A leap forward!

Bayesian statistics can help:

✅ Clinical trial design

✅ Finding the optimal dose

✅ Extrapolation to children

✅ Leveraging phase 2 results in phase 3

Unless there are some decent contracts this will continue falling as every month they burn cash so the share price will rightly fall. The IP is worth Jack. No programmatic so no scale and anyone can drop signage into scenes. The only thing they have is a decent client list but rembrand clearly not selling for. Mirriad as no incentive as I bet they want it to fail to take their clients.

Miri relying on rest of world but if they don’t get large contracts I can’t see IIs putting more cash in when the begging bowl comes out and retail will surely struggle to raise some £2.5m.

I pointed out that you posted more than anyone on here and bizarrely since you apparently sold the frequency even increased. I suggested you move on as we all got your view so enjoy life and leave here. This was just 2 days ago and you agreed and said good point.

You didn’t post for a few hours but then started and have posted the most since. Dude, Avacta is your crack and the worse thing is you don’t even hold any.

I feel for you.

Thorn, a serious question. You’re by far the most frequent poster on here and not invested so can I ask what your angle is to spend day and night posting?

Thorn I hope you’re okay. You’re repeating yourself again and again. Nearly 300 posts in 30 days. Chill out. I mean most frequent posters here are 1/3rd or less as busy.

Enjoy the day. Anyone who doesn’t know your misgivings very slow so have little hope. The rest of us know your view so enjoy the day and have a Kitkat. It’ll take over a week for anyone to rest your posting frequency!