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“ I also think it’s the bond being sold. As I said yesterday, they’d make a quick million or so. Who knows what there approach is. ”
The destroys the narrative that to loan the 60 odd million they must have had sight of the data etc etc. If they had sight of the data then surely they would hold their shares at 118p.
IMO there is obviously a fair few short on Avacta (winteeth etc) and this is their push to reduce loss pre science day.
This stock desperately needs a stronger II holding.
Snuppet,
Look at the investor videos the company has put out over the past year. Nothing “timid” about those.
The company has provided plenty of PR since June 2022 and their claim of 50% market share.
It is clear AVA6000 can deliver a therapeutically MEANINGFUL dose of doxorubicin into the tumour tissue while when we measure the concentration in the blood stream at exactly the same time the concentration is very much lower.”
Chutz,
Don’t apologise for posting. Your thoughts align with mine and I suspect many others invested in SEE.
The presentation from October shows when the high margin current booked business comes to fruition and the hockey stick is just at the beginning of the curve upwards in 2023.
I have complete faith in how management is performing and the direction they are taking the company.
They have near enough stated it. The degree of reduction in side effects will be revealed on science day.
“AVA6000 continues to be well tolerated by patients in cohort 4 with a marked reduction in the incidence and severity of the typical toxicities associated with the standard doxorubicin chemotherapy administration.”
It doesn't necessarily mean there were 7 withdrawals. The 3x3 dose escalation means that if there are any toxic response in the first 3 patients recruited then another 3 need to be recruited into that cohort and a total of only 1 toxic response from the 6 patients is allowed for that cohort to progress to the next dosing level. This has obviously happened in a couple of the cohorts otherwise the timelines for each cohort would be similar to cohort 3.
CES is about new products and announcing partnerships. The company has never released a won contract at CES so I wasn’t expecting anything in that regard but am extremely hopefully that we will see big contracts coming in over the next quarter. The partnerships they have put in place put them in a great position to hit their 50% market share target.
Secondary endpoints like ORR and others use the Response Evaluation Criteria in Solid Tumors (RECIST 1.1) protocol which measures the size of tumor’s amount other things so this data is definitely being collected.
“ Just have a loo at what Magna is paying for Veoneer and the order book for the company, which is in excess of $1B so if we get £1 per share at an order book of $1B that is really paying top dollar.”
This is really irrelevant though isn’t it. What is the profit margin Veoneer is making on that $billion dollar order book? Basing a valuation of SEE’s technology and order book based on Magna’s purchase of Veoneer needs to take into consideration many other things than just a comparison of the order book and the value paid for the company. From what I have read Veoneer’s margin on that order book is not even closely comparable to the DMS royalty margins SEE will receive.
SEE still has to win as much of the latest RFQ that it can inorder to get the billion dollar plus order book. All will become clearer in the next 12 months in that regard, but what is certain is the high margin dms auto royalties are not yet significantly shown on SEE’s accounts, but they will be soon enough…….and the market will then wake up.
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.