“This very positive progress reflects the safety profile and tolerability demonstrated in patients enrolled in the study to date." Alastair Smith RNS 1st September, 2022
Definition: Drug tolerability refers to the degree to which drugs' overt adverse effects can be tolerated by patients. The tolerability profile is of comparative importance to its efficacy and safety, as it largely determines adherence to treatment and ultimately treatment success or failure.
“Statements about clinical trial data should include proper qualifications so that investors can make their own informed investment decision about the significance (or lack thereof) of the applicable data. Particular attention should be paid to disclosure around a product’s safety or efficacy as these disclosures draw particular attention from SEC and DOJ, and can potentially draw ire from the FDA if they inaccurately reflect the scientific data.”
Bull**** again….. Anyone calling the RM will be speaking with a McMillan nurse from their call centre, who will have no association with the Avacta trial and would need to call the clinical trial team to get any information on it.
“ According to PMG OEMs have to make a decision by the end of year.”
This statement is not true. PM has never said OEM’s need to make decisions by year end. He has said that they are leaving it late on decision making if they wish to meet Euro NCAP.
The facts are that SEE are currently bidding in the current round on 10 RFQ worth in the vicinity of $A1 billion. The wins will come at some point but doubt there will be 10 rfq decisions by year end.
“ How does one “expect” to know what is going on within the TME without a biopsy?”
You can ‘expect’ a result based on a a predicted outcome of your hypothesis or theory. Until they say it ‘does’ increase intra-tumoural exposure to Dox it is still just a prediction.
Now why would the provider of the CN, who also paid out $17.5m in exclusive licence for a 3 year period, who have been a partner with the company developing a product they they will both mutually benefit from for many years to come do something like that!
SEE rns’d it last year.
https://www.lse.co.uk/rns/SEE/bipartisan-infrastructure-legislation-grqebkj87i6gqht.html
I’m going to bury my head in the sand and pretend the Magna deal doesn’t exist and then I am going to ignore $400m+ worth of high margin contracts and then I am really going to fret over the appointment of a CFO who has moved to SEE from a $4 billion dollar company and then I might make a share price prediction that SEE should be valued at leat £1. FFS where do these guys come from.
Anyway next week we are due a few TR1’s. Will be interesting to see who took those shares today and who was silly enough to offload them.
Phil, equally he may have been headhunted and has 6 months gardening leave before starting the new role.
He does seem a very good fit based on previous history in a growth tech stock and where SEE currently stands today.
Either way Naomi has done a great job and looks like we have a very well credentialed CFO for the large growth phase coming over the next few years.
Because they are dealing with a number of OEM's who's cars are in production and there is a lag on the OEM reporting auto dms production numbers to SEE. PM has stated it is around a month or so before they get production numbers.
Fleet is internal so they would have those numbers. Bdms contracts have been reported in the past but with all contracts they will only report significant material contracts not every little contract they win. With the stage the company is at now they should only be reporting contracts worth 10's of millions +.
I understand the statements in the rns but they can’t and won’t present the data to a room full of people without providing an rns first. The rns may come the same day as the science day presentation but the market will need to be given time to digest and be available to all, prior to any presentation like that.
Yes if you combine the ethical stance outlined in that piece with the fact that the trial is measuring PK data, secondary endpoints that focus on efficacy, a swathe of side effect and safety measures being reviewed each fortnight and multiple dose escalations significantly above standard dox dosage then all indicators point to a positive outcome of phase 1a.
Ignore trolls who suggest that dose escalation is only being done as no effect has been seen. It is not the reality of how the trial is run from a data collection standpoint or the ethics involved.
That don’t report year on year contract wins. They report yearly NRE which is a reflection of auto OEM wins and more importantly auto licence revenue, for which the company has currently received less than $US5m of the $400m+ that they have won. It’s the later which is about to rocket over the next few years.