Member Info for Matml74

Poor use of ai. Ask the correct question might help provide you an accurate answer. It is actually quite easily explained.

The study design and patient selection is inappropriate. Any trend in ORR at this stage is a bonus and an early indicator of efficacy only. It is still a successful outcome for a p1 study.

A P2 study with appropriate inclusion criteria is when you can judge ORR.

For anyone new to Avacta here is a summary of the successful outcomes from the companies data releases for it’s first drug in the clinic - AVA6000.

MEDIAN PROGRESSION FREE SURVIVAL HAS NOT BEEN REACHED in the cohort of patients with salivary gland cancer with PFS follow up suggesting a more than doubling of the benchmark PFS and a disease control rate of 91%.

 

NO MAXIMUM TOLERATED DOSE reached despite dosing up to 385 mg/m² (approximately 4x conventional doxorubicin dose) with no severe cardiac toxicity observed even at cumulative doses up to 550 mg/m².

MULTIPLE RESPONSES IN SOFT TISSUE SARCOMA and stabilization of disease despite the removal of the drug is observed in this indication suggesting a highly-effective and durable treatment in this cancer indication.

NO SEVERE CARDIC EVENTS REPORTED despite dosing of faridoxorubicin with a cumulative exposure up to 550 mg/m2 of conventional doxorubicin.

PLATFORM PROOF OF MECHANISM via (1) intratumoral concentration of the active payload is dose-dependent, indicating that the higher doses lead to higher absolute values of released doxorubicin in the tumor and (2) efficient cleavage of the PDC is observed in all tumors.

COMBINED DISEASE CONTROL RATE of 90% across both Phase 1a and Phase 1b patients with confirmed partial and minor responses observed in SGC.

RELEASED CONCENTRATION OF DOXORUBICIN in tumor biopsy’s exceed IC90 levels needed for killing cancer cells.

DYOR and ignore the Fudsters.

Just received breakthrough designation for Zoldonrasib based on a P1 trial based on the following data.

Phase 1 RMC-9805-001 Trial

This was a multicenter, open-label, dose-escalation and expansion Phase 1 study in patients with advanced solid tumors harboring KRAS G12D mutations.

Efficacy (NSCLC Cohort)

Recommended Phase 2 Dose: 1200 mg once daily

Evaluable NSCLC patients: 18

Objective Response Rate (ORR): ~61% (confirmed and pending)

Disease Control Rate (DCR): ~89%

Median Time to Response: ~1.4 months (≈ 6 weeks)

These outcomes are notable for a KRAS G12D-mutated NSCLC population, where no approved targeted therapies exist yet.

Safety & Tolerability

Across ~90 patients treated at the 1200 mg dose:

Most treatment-related adverse events were Grade 1–2 (mild/moderate).

The most common were nausea, diarrhea, vomiting, and rash.

Grade 3 toxicities were rare (≈2%) and resolved with dose interruption.

No dose-limiting toxicities were seen at the recommended dose.

This favorable safety profile across a broad solid tumor population helped support the breakthrough designation.

So when the trolls on this site suggest that the AVA6000 P1a/b trial has been a failure please understand they have a serious lack of understanding of the purpose of the trial.

7. Regulatory, Liability & Insurance

Often overlooked, but highly valuable.

Compliance

Euro NCAP, NHTSA, and future AV regulations will demand more than eye tracking

Liability clarity

Clear evidence of occupant behavior and system state

Insurance risk modeling

Usage-based insurance informed by real behavior, not proxies

AI use case assessment for this new tech from SEE.

1. Advanced Driver Monitoring (Beyond Today’s DMS)

From “is the driver distracted?” to “what is happening in the cabin?”

Fine-grained driver state modeling

Head/eye/hand pose + body posture + depth → richer fatigue, impairment, or cognitive-load estimation

Detect micro-behaviors (leaning, slumping, reaching, abnormal stillness)

Intent & readiness assessment

Is the driver prepared to take control?

Hands near wheel vs. occupied elsewhere

Body orientation vs. road context

False-positive reduction

Depth + body context distinguishes phone use vs. reaching for HVAC vs. passenger interaction

2. Next-Gen Occupant Monitoring & Safety

Understanding who is in the car, where, and how.

Precise occupant classification

Adult vs. child vs. infant

Real seating position (leaning, twisted, out-of-position)

Adaptive restraint systems

Airbag deployment force/direction based on real-time posture

Smarter seatbelt tensioning

Child presence detection (CPD)

Depth-aware detection even when partially occluded (blankets, car seats)

Post-crash and emergency awareness

Who is conscious?

Who moved after impact?

3. Autonomous Vehicles & Robotaxis (Major Enabler)

Critical for driverless operation.

Occupant awareness for AV decision-making

Are passengers seated safely?

Are doors blocked?

Is someone standing, lying down, or moving unexpectedly?

Safe start / safe stop logic

Vehicle won’t move unless occupants are properly positioned

Detects unsafe behavior mid-ride

Passenger interaction & trust

AV “knows” when a passenger is confused, anxious, or requesting help

Enables natural human–machine interaction (HMI)

Incident forensics

Full interior replay for disputes, safety audits, or insurance

4. Human–Machine Interaction (HMI)

From buttons and gaze to embodied interaction.

Gesture-based controls

Depth-aware gestures (intentional vs. accidental movement)

Contextual gestures (who gestured, toward what)

Attention-aware interfaces

UI adapts to who is looking and from where

Passenger-specific displays

Multi-occupant interaction

Vehicle understands which person is interacting

Reduces ambiguity in shared cabins

5. Interior Digital Twin & Virtualization

“Tesla Visualization,” but inside the cabin.

Real-time interior digital twin

Continuous 3D map of occupants and cabin state

Simulation & training

Synthetic data generation for AVs and robots

Replay rare or dangerous scenarios

OTA feature evolution

New capabilities unlocked without new sensors

6. Robotics & Non-Automotive Spillover

The “situational awareness” angle you mentioned.

Service robots

Robots understand human posture, intent, and proximity

Safer navigation around people

Industrial cobots

Better human–robot collaboration

Reduced safety fencing due to richer awareness

Healthcare & assisted living

Fall detection with posture + depth

Monitoring patient movement and we

This is an amendment to the payment terms of the minimum guarantee portion of a program.

Martin Ive stated when referring to min guarantee’s at the recent results presentation that ……..“They also enable us to receive additional revenue on top of those minimums if the volumes are higher in any particular year.”

This is what has happened and so a payment has been made. China/VW/ Magna mirror anyone?

Jam,

That’s not the case. Clinical data, proof of mechanism, regulatory pathways etc can often outweigh the risk of waiting for full patent. Patent pending still gives provisional protection and priority dates so deals can progress.

Avacta has multiple patents at various stages and these also highlight the versatility of the platform.

5 years into AVA6000 do you know what the STS data shows?

20th October 2025 - Full P1a Soft Tissue Sarcoma data released by Avacta by RNS.

In patients with soft tissue sarcomas (n=17 evaluable), multiple tumor responses are observed, even at lower doses including one responder at the 160 mg/m2 Q3W dose level. The stabilization of disease despite the removal of the drug is observed in this indication as well, suggesting a highly-effective and durable treatment in this cancer indication. The key differencee between the biology of many subsets of soft tissue sarcoma and other epithelial malignancies is that many sarcoma subsets demonstrate direct tumor cell expression of FAP, which could enhance efficacy. The vast majority of epithelial malignancies do not demonstrate expression of FAP on tumor cells, only on the cancer associated fibroblasts.

You can also see the full data and waterfall plot for STS here: https://avacta.com/wp-content/uploads/2025/10/ESMO-2025_vfinal.pdf

PS. The information is above is for those who may fall into the trap of believing the bull-sch/ite spoken by Eggy.

They have puts on 150k so not a small proportion of their production for 2026.

LOL. Typical traders perspective as I would expect from you. I’ve done plenty of research on Magna and what their investment arm is about.

Of course Martin is going to have back up options in place and express those to the market. The guy has been CFO of a multi billion dollar company. That’s just sound business practice.

Magna paid for their exclusivity, a quite handsome sum of money for SEE. The CLN was an investment in a core strategic part of their business, just like many of the 20+ other investments they have made. Magna’s venture arm measure’s success less by financial outcomes and more by strategic value creation. That suggests to me they will take every share they can get in the company with the technological lead in auto dms.

Oh and they have a billions dollars on their balance sheet because they run their core business very well and invest for the future in new and strategic technologies.

Magna will convert to shares.

The money has come from Magna’s Technology investment arm. They haven’t invested in SEE to get the coupon on the loan.

Magna have over a billion in cash on the balance sheet. They aren’t wanting cash back from SEE. They want multiple’s on their investment.

IC152, So you have seen the trial protocol? Great, please share so we can see exactly how long it will take!!

Follow up scans are every 12 weeks in P1b.

The data is gong to take a significant amount of time to mature for this study.

It’s an unblinded trial. Leak happened 6 months ago hence the 145% increase since that point.

Whatif,

It has been discussed by PM that the production volumes of trucks, buses etc haven’t justified the engineering and design cost for DMS installations at production at this stage and OEM’s have not gone down this route.

The after-manufacture contracts for Gen3 to date have been disappointing, however this may have been to due to the early issues they had with the product.

Suggest you go and re-read the rns’s again as in June you might find one relating to efficacy in P1b!!

Yet the price keeps going up!

Buyer must be bigger than the seller.

Anyone selling 50m shares in this would drop the price by a penny!

It’s 10,000% Havieron. Everything described by Steve is how it played out between GGP and Newcrest.

They are just the authors of the poster. They aren’t all going to Boston!

In any scientific publication all people involved in either collecting the data, analysing the data and writing the paper are listed as authors.

Poni,

These aren’t the first 2 drills. There were 19 previously reported.

§ 16 of the 19 holes drilled in this program intercepted >50 gram-metres Au (gm), with the average down hole intercept from these 16 holes of 23.2m @ 2.95g/t Au and 1.07% Cu (4.23g/t AuEq1)

§ Exceptional results included:

‒ 14.3m @ 9.06 g/t Au and 8.57% Cu (19.34 g/t AuEq) from 290.4m

‒ 59.0m @ 2.83 g/t Au & 0.71% Cu (3.68 g/t AuEq) from 259.0m

§ Mineralisation identified over 700m of strike and remains open along strike and down dip

§ Drilling confirms high grade mineralisation in the West Dome Underground is associated with the same geological units seen at the active Main Dome Underground, which has produced more than 3.1Moz gold and 210kt copper to date.

Thanks for your analysis Bamps.