The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Ta.
https://www.londonstockexchange.com/news-article/ETP/fy22-trading-update/15349186
https://stream.brrmedia.co.uk/broadcast/63d3f8211874497653f33965/63f8fcdec6b3bd3a7295fb91
Talking at 1:43:30 about slide 84
“Importantly these concentration are within the therapeutic window whereby we might expect clinical benefit or efficacy above the critical target activity levels required, which you can see in the lower box - for example topoisomerase inhibition.”
(Topoisomerase inhibitors interrupt DNA replication in cancer cells.)
So, for example, Patient 102_018 lung biopsy had 6 times the critical target level of DOX required to interrupt DNA replication in cancer cells!
Talking about slide 84 about 1 hr 44 mins into
https://stream.brrmedia.co.uk/broadcast/63d3f8211874497653f33965/63f8fcdec6b3bd3a7295fb91
The data in red is particularly impressive. Puts much more flesh on that, "This analysis shows that AVA6000 targets the release of doxorubicin to the tumour tissue at therapeutic levels.." statement.
FY trading update was 3rd March last year.
"No material new..." Need to realise the difference between "material new information" and just "new information.
"The event will include a detailed review.." We have not had a detailed review before - that will be the new bit, but it will not be materially new.
Commenting on the interim results, Paul Swinney, Chief Executive of Tristel, said: "We are delighted to have increased sales by 16% on the first half of last year, above our long-term target for revenue growth.
In all regions the level of diagnostic examinations utilising our products is significantly higher than before the commencement of the pandemic.
We have now entered the North American market, having launched Duo Ophthalmology in Canada, and Duo Ultrasound in the USA under our EPA approval, and expect the FDA's decision on our De Novo submission in June.
The growth prospects for the Group are stronger than ever and we look to the future with confidence."
https://www.londonstockexchange.com/news-article/TSTL/half-year-report/15843025
Very interested to see this from page 11 of Myles' paper:
"Remember – given that prodrug molecules are unable to distribute throughout the body into healthy cells, the concentration of doxorubicin molecules becoming ‘active’ at the site of the TME is greatly enhanced, in comparison to the concentration of doxorubicin molecules reaching the TME in conventional chemotherapy at the equivalent dose size."
https://aimchaos.files.wordpress.com/2023/02/avacta-group-validation-of-precision.pdf
The heading to that table 5 Bella is "Efficacy in an in vivo PDX model of Osteosarcoma"
https://avacta.com/wp-content/uploads/2022/04/AACR2022_1815.pdf
Not sure what living organism was dosed with AVA6000 to obtain the table 5 data.
Goes ex div tomorrow; "Final proposed dividend of 6.3 pence per share.."
https://www.londonstockexchange.com/news-article/PMI/full-year-results/15740991
From 24:57 of https://www.youtube.com/watch?v=lzenLmpNhxs
Paul Hill
“The medical scientists and the authorities know how this drug (doxorubicin) performs and if it is shown when you combine it in this prodrug format it actually make it safer you should see accelerated approval for this to bring to market – there are literally millions of people around the world that can benefit from it.”
Alastair Smith
“Yes that is right so our understanding from the regulators is, because exactly as you describe it is a well understood drug that has been around for a very long time, in fact the phase 2 study would be what is called pivotal, that would be the study that gets market approval. You would not need to go onto a phase 3 as you would with a new drug entity.”
https://www.londonstockexchange.com/stock/POLB/poolbeg-pharma-plc/analysis
Influenza AI model build completed
"Sable has also successfully achieved the direct leaching of copper sulphide from mixed copper concentrates at operational scale. This leading refining approach offers further diversity to its operational capability to target mixed copper oxide and copper sulphide concentrates which Jubilee has identified as a significant growth opportunity."
Is it the case that previously the Sable refinery has only leached copper oxide concentrates but is now able to leach mixed copper oxide and copper sulphide concentrates?
Good news on water and power at Roan too in
https://www.londonstockexchange.com/news-article/JLP/copper-and-cobalt-operations-update/15725538
As already mentioned, this is very interesting, "Sable has also successfully commissioned the direct leaching and refining of copper sulphide material in addition to the recovery and refining of its copper oxide concentrates. In doing so, it has successfully bypassed the traditional power intensive, smelting process used by the industry for the refining of copper sulphide materials, significantly expanding Sable's processing capability. "
Good to see IC have changed HVO Alpha report from debt of £15.8mn to net cash of £15.8mn (as at 30 June 2022) in the overview at the start of the report. That makes a company with a market cap of about £65mn just a little matter of c£32mn better off.
I also noted that the latest contract 10 Nov 2022 £13.6m RSV antiviral contract was not included in the report, which was published on 17 November.
https://www.londonstockexchange.com/news-article/HVO/ps13-6m-rsv-antiviral-contract/15710306