The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
You are not a buyer until you buy and not a seller until you sell. The price movements related to the propensity of each action to be completed. More sell actions than buy actions - price goes down. Reverse that and it goes up. Even…. Guess what? Stable. I think imagining there are a bunch of buyers just waiting to jump in as ‘forcing the price down’ is putting an unnecessary narrative to a simple economic principle.
It is very tricky to mention. There is a fine balance psychologically between delirious hope and absolute despair. I mentioned the trial to a friend after this last RNS and she felt it wouldn’t apply because she had already had an anthracycline…and despite me going through the same kind of cancer but (earlier in the journey) my mentioning it felt a little unwelcome… but this could have been for lots of reasons. Some need to have faith their doctor is doing everything for them and to question anything is just not something that they feel comfortable with. I hope it makes headlines soon. I think then once ICR make a statement for example it will just speak for itself.
To get on any trial you have to meet the trial criteria. There will be specific researchers at hospitals working with oncologist to offer trials to prevetted patients. If you are interested in a specific cancer trial, you would first speak to your oncologist. I would be tempted to put it in writing to his/her PA. Oncologists are easily overstretched at the moment with 15% more referrals since last April, stuff is getting missed left right and centre. Do check the trial criteria - as there is a lot of specific information in there including inclusion/exclusion critera:
https://clinicaltrials.gov/ct2/show/NCT04969835
Indy… I feel honoured that I’ve been mentioned… and especially in a post that includes the word ganja. I hope to meet you one day and buy you a drink for the absolute disservice we have done you about the phone charger. I would like to blame lord Bethell - but alas he lost his charger and in a rage broke his own phone… by that point the market just couldn’t see the point of a phone charger. I am so sorry - I do feel bad for misleading you.
Fingers crossed this cancer thing works out eh?
The spread on HL is messed up... was 143-147 and I could buy at 143.7 it has just shifted. There are what I think are a lot of buys going in under the mid point. What it means - many others can speculate.
31st Jan tax deadline. Selling yesterday and today could clear in time to pay.
Many more variables to success sq3370 - ava6k is so beautifully simple and systemic -essentially switching off activation in critical non cancerous parts of body! This gives me so much hope!
If it is an injection into the tumour - they can only do that on accessible tumours. I guess the injection maybe spread through the tumour and the biopsy might not be taken in a therapeutic area??? Just speculation on why such a low rate of detection in biopsies. But shows the design of Ava6k is superior. It can seek out tumours that haven’t even been detected.
There is a third option cheese…
Comedy. I did chuckle too. It was quite original, some of the comedy on here has been repetitive. Missing Indynial….
It would get complex depending on whether limits would be based on capital input or value. I suspect value would be frought with issues and captial would be easier to calculate, but then what happens if you withdraw? It kind of negates the whole idea of saving. I could easily see the annual allowance reduced. I doubt though that what had already been input would or could be altered in terms of tax relief. I suspect that new products would have to be created to be able to operate new rules transparently.
Lol… if one is paranoid do they ‘know it’? What would that do to the paranoia? Make it go away? I don’t think anyone actually invested is paranoid about their investment. The arguments that have cropped up here are AS’s credibility, low patient numbers/no of observations in data and the fact the trials go wrong all the time. Nothing scientific about THIS trial or the science behind it. Some mentioning about dox being used as part of combination therapy - but reducing side effects from one half of the drug combo would still be amazing and given doxorubicin’s cardio toxicity it opens up a big market for those that have reached a lifetime limit or would otherwise it would be contraindicated for due to heart issues.
Seems like those that go on about the share price not rising as a reason to be paranoid. Could it be for another reason ? Lack of media? Waiting for science day? Waiting for II’s? General market conditions? All other shares I own have plummeted in last year. Avacta has stayed pretty steady and now I’ve got about 40% profit. I’m ok with that as I feel the major question has been answered … it deposits dox in the tumour at therapeutic levels. The rest will unfold in the next 6-12 months. Maybe less maybe more. Happy to wait.
Statistical significance copied from investopedia for ease
Researchers use a measurement known as the p-value to determine statistical significance: if the p-value falls below the significance level, then the result is statistically significant. The p-value is a function of the means and standard deviations of the data samples.
I am a data analyst and have studied statistics. Whilst I would agree that the number of observations are low at 6, the question being answered is not about one treatment versus another performing better. It is much more simple than that. The question is whether or not doxorubicin is found where we want it - in the tumour micro environment. The answer is yes, 6 out of 6. Given that the body doesn’t produce dox on its own - this is absolutely significant, statistics are irrelevant as we are not comparing regimens at this point in the trial.
initially it is a yes no question on whether it cleaves. Then the next questions is MTD and how much it cleaves by… we have had a clue that it is at therapeutic levels… this has absolutely derisked significantly for me and I’m over the moon with the hope it will bring to cancer sufferers.
Thanks for the image… lol lol. You never know.
So the tumour cells express FAP and it is FAP that attaches to the AVA6K substrate that is rendering Dox inert. So effectively FAP releases doxorubicin from its inert state - where it needs to be in the tumour micro environment.
I assume your question is whether higher levels of FAP could be detected in the bloodstream to diagnose cancer in the first place. I know FAP is expressed in areas of the body regenerating (scars was an example I think from months ago) so I think a FAP blood test could be problematic in the same way cancer markers in blood tests are kind of tricky… it might indicate higher than normal levels but at what point do you start ordering CT scans . I’m just hypothesising- perhaps someone else will have more of an idea on that.
The lines look like magic markers- scratch and sniff I expect.
I personally don’t mind chart analysis but at least make it look readable and enough with shh£tty commentary.
Let’s be grateful it isn’t still Giles doing the interviews. I thought Paul had improved somewhat.
Comparing now to LFT is a bit of a cheap shot and at best a really bad comparison.
Differences?
Instead of hamburger bell we have Udai Banerji.
Instead of Porton Down we have an actual live trial and results due
Instead of chinese completion being brought in with back handlers, we have other cancer targeting therapies as competition BUT we don’t have BoJo and his cronies taking a cut and working to bring down the entire UK cancer therapy industry. And we all agreed back then that multiple LFTs were needed… just as multiple cancer therapies are needed.
Until we get results we won’t KNOW … and even after that there is still a road ahead but this isn’t in the realm of LFT and the pandemic. Cancer has been and will be endemic though rates increasing. And current treatments are brutal. I’ve been in bed 5 days in agony. GLA.
With a volume so low and hardly anything moving the price a significant percentage doesn’t scream ‘someone knows’ to me. I think the pool of people willing to invest has shrunk and willing to invest in aim has shrunk even more. There is a limit to those that have time to research and those that are willing to take a punt off of some clickbait write up has also dwindled.
What do you get left with? market makers have to try to make a market (thus the job title lol) … how do you make a market in a dead market (dead between Xmas and NY isn’t a huge surprise). Probably more likely to bring the price down to stimulate trades than upwards if the market is shorter on new investors. Current shareholders are more likely to top up at lower prices than higher ones and I won’t mention the ch word. There are a lot of dynamics potentially at play but I’m pretty sure if someone knew something then we would be sub £1 in this low volume. There is undoubtedly always risk - otherwise we would be at £20 already.
Menopause can bring that on… hair thins for most women from 40s onwards. I have thinning in front and only mid 40s. You can get hair toppers too. Lend in with your natural hair … which hilariously have infiltrated my FB feed. What can I say? Getting old sucks and getting old with cancer is just taking the proverbial… Roll on AVA6K
I can tell you the thought of it isn’t pleasant. I start a Taxane chemo starting in new year. You can cold cap but likely will loose it anyway. I will try because with Taxane chemo there is a higher risk of permanent alopecia… thinning of hair and potential bald patches. Cold capping can reduce that risk a bit but many can’t tolerate the cap.
Would I refuse chemo? I would if the benefit wasn’t great enough… the biggest issue I have is that you could go through all this pain and long term damage and a rogue dormant cell can’t get killed by chemo because it is dormant. 14% chance of that happening to me. 9% chance of chemo benefitting me. I can assure you that no part of cancer is easy and psychologically it is merciless. NHS psychological services are abysmal. It is the ultimate cluster **** that nightmares are made of. If there could be a kinder treatment … with more cycles to capture these dormant cells when they reactivate… I could imagine it could be a routine maintenance chemo without the vile and debilitating side effects - eg peripheral neuropathy.
The thing that you don’t realise when you get cancer is that you never know if it going to return or not… they talk about ‘cures’ but with my kind of breast cancer, I will never know - it could come back in 3 or 30 years. It is hanging over you.