Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Have look 6 months before that. Don’t want to compare SEE to SEYE for that period? ….. and the 6 months before that? Didn’t think so. That would crush your narrative…:.: Oh SEE won $125m in one contract this time last year…… but that doesn’t count.
Well don SEE on the win. Merry Xmas!
“ BUT not fully comprehensive due to the paucity of data (its good I expect, but not enough samples to declare it statistically proven)!”
With any biopsies that the company may have this will comprehensively show whether ava6000 cleaves or not in the tumor. This is the important bit. Statistics don’t matter at this point. It either does or doesn’t cleave. Cleaving proves the mechanism. If it’s cleaving then the company will be able to look at PK data and dosage and determine an optimum dosing level.
P1b will then be rolled out in larger numbers with various tumor types and will then provide a much larger sample size to provide an even greater understanding of ava6000 in man.
Statistical significance is irrelevant at this point as the drug is no being compared against anything else.
Urdansea, take another look at the rns. This is the first major statement in the rns.
“ Science Day to include presentation of the data emerging from the phase 1a clinical trial of AVA6000”
Can’t see why anyone would be disappointed by that.
Energy, highly unlikely scenario IMO. There is certainly no rush for anyone to be listing on Nasdaq at present. High volatility and ongoing high inflation/interest rates mean companies aren’t getting the valuations that could be achieved in better market conditions. Mobileye a good example of that.
Company is better off clearly laying out its strategy of moving the platform forward and perhaps flagging the idea/plan of a Nasdaq listing if they are really serious about moving ava6000 forward in house as they will need a shedload of cash to do that.
The future MCAP is impossible to determine at this point in time IMO, but the CEO has said P1a data proving up the precision platform is a “major inflection point” for the company. For LTH’s it shouldn’t really matter what the SP is when results released in Jan/Feb but it will derisk their investment dramatically upon a positive confirmation of activation of dox in tumor which for me will be a big relief. With a P1b completed sometime in 2023 then it will become more likely that a future realistic valuation of the platform will become possible.
Pull your head out of your **** and read the trial protocol....
All being measured in P1a
Maximum drug concentration (Cmax) of AVA6000 & Doxorubicin [ Time Frame: Cycle 1 and Cycle 2, 0-72 hours post dose (Dose Escalation) ]
Cmax (maximum plasma concentration) of AVA6000 and Doxorubicin after administration after Cycle 1 and 2 for 72 hours post-dose.
Area under the concentration versus time curve (AUC) of AVA6000 & Doxorubicin [ Time Frame: Cycle 1 and Cycle 2, 0-72 hours post dose (Dose Escalation) ]
AUC (Area under the concentration versus time curve) of AVA6000 and Doxorubicin after administration after Cycle 1 and 2 for 72 hours post-dose.
Elimination half-life (t1/2) of AVA6000 & Doxorubicin [ Time Frame: Cycle 1 and Cycle 2, 0-72 hours post dose (Dose Escalation) ]
t1/2 (Elimination half-life) of AVA6000 and Doxorubicin after administration after Cycle 1 and 2 for 72 hours post-dose.
Renal clearance (CLr) of AVA6000 & Doxorubicin [ Time Frame: Cycle 1 and Cycle 2, 0-72 hours post dose (Dose Escalation) ]
CLr (Renal clearance) of AVA6000 and Doxorubicin after administration after Cycle 1 and 2 for 72 hours post-dose.
Objective response rate (ORR) [ Time Frame: Up to one year ]
ORR is defined as the proportion of patients achieving a best overall response of confirmed partial responses (PR) or complete response (CR), per Response Evaluation Criteria in Solid Tumors (RECIST 1.1).
Duration of Response (DoR) [ Time Frame: Up to one year ]
DoR is defined as the duration of time from date of first response to date of disease progression, as per RECIST v1.1
Progression-free-survival (PFS) [ Time Frame: Up to one year ]
PFS is defined as the time from the date of the first dose to the date of the first documentation of confirmed disease progression or death, whichever occurs first, as per RECIST v1.1
Overall survival (OS) [ Time Frame: Up to one year ]
Overall survival (OS), defined as the date of first dose) to the occurrence of death from any cause
Time to think rationally here as the emotional rollercoaster of some members of this board is unhealthy in making rational investment decisions.
2 months ago PM clearly laid out the size of the market, what they excepted to win by both volume and value, what they volume of vehicles would contain SEE’s dms from current wins and the additional volumes which are currently being bid on.
It is very clearly laid out and can be assessed by anyone with some financial nous. For those that don’t or are not inclined to put that time in, Cenkos did an interpretation of those numbers for all to see.
Nothing has changed in the last week or so with a few seye wins. If you don’t believe SEE’s numbers, exit otherwise let the company play their cards.
David, I don’t necessarily agree with that. I’m in a decent profit now from early 2020 but in. Back to last years highs and it is happy days.
I have no issues with how PM is running the company. The reduction in SP in 2022 is clearly related to the macro issues and the out of favour tech growth equity market in a high interest rate environment. The worm may be finally turning in this regard.
The only reason to hold a company like this for me is a buyout. The large increase in revenue is still not coming until 25/26 and profitability at least 12 -24 months away. Ignore SP until Magna or QC make a bid.
"For example, where else have AVCT said they’ve been working on this M&A strategy for a year?"
The below is from the Launch acquisition RNS from October....... "Avacta has been working for a year on this M&A-led growth strategy for its diagnostics division and the establishment of a pipeline of potential acquisitions in the European diagnostics sector."
It is a good note but
To be fair Starbright the CEO has on multiple occasions that the P1a readout is a major inflection point for the company. Shareholders should expectant of this point in time. It is a major milestone for the company.
PK data generated from blood and urine samples.
Biopsy’s provide evidence of cleavage of dox in tumour.
The delays in P1a have been down to recruitment and this appears to have been the case for the 4th cohort.
The company has won $200m worth of auto contracts in the last 12 months plus a $17m exclusive licence, the chairman has bought on multiple occasions as well. I couldn’t give to figs if PM buys any shares as long as he keeps producing 12 months worth of business like that!