Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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!
“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.