Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
Nope. It’s the same as the 3 week. They’ll recruit wherever and move on when approved. It’s faster as they can dose patients in parallel. The time it takes will depend on recruitment, the safety committee and the bravery/health of patients.
Thanks for sharing. They recommend dose expansion for different dose levels. It all makes sense. It was interesting to see how many drugs had been approved and subsequently been found to be too toxic. All potential candidates for the platform. Great to see something genuinely useful and interesting shared.
What a day! I shared how to melt ice, now this.
That’s a coincidence. I asked and also got a response:
‘Are you f&@cking thick? For once we made it really clear so that even dunces could understand yet you’re still asking? No wonder I hate PIs so much. Anyway, must dash, I’m off to cash converters to thrash out the next financing deal’
Common sense really, there’s a limited amount of time it circulates so flinging in a ton won’t result in a better outcome than a steady stream. Apologies for the overly technical language. Perhaps I should go for an analogy as that’s what his lordship would do. Imagine a block of ice sat on a suspended wireframe. You could get a gallon of boiling water and drop that on top. It would splash and not have much of an impact, but you could pour the same volume at a lower temperature at a steady pace for longer and the constant contact of warm water would melt the ice. I’m available to present a poster if Chris can’t make it.
Key sentences to shut down the inevitable tedious cancer is cured green box FUD:
‘when brigatinib stops working, doctors have said there is another targeted drug she can take before requiring radiotherapy and chemotherapy’
When. Not if. Before requiring. Nothing is being cured here. What eventually happens… chemo. What’s better than chemo. Chemo without side effects.
‘ has a list price of more than £5,000 a month’
Two ways of looking at that. AVA6k could be cheaper and preferred for economic reasons. Or…. They can command a high price and it will be paid.
‘chemotherapy is tough - it makes people tired, and can cause nausea and hair loss’
This no longer has to be the case. Without the side effects, and given that’s the eventual treatment, you’d choose AVA6k as these expensive treatments become a waste of money. Why bother with an ineffective treatment that extends life with no side effects, when you can have an effective treatment without side effects.
The data shows ‘it works’ (tm). Dox will be dox. They’ve already proven they can deliver dox safely. There is further to go to get it to market, but saying it works when it has approval is rollocks. To state the obvious.
"It's not long ago that an RNS such as this would have sent the SP stratospheric". Would it? That's not the usual AIM behaviour, sell the news yada yada. Anyway, there'll be a period of churn when Alan's mates will make their ratty cash, then we move on and up all being well.
"Patients can be dosed in parallel in the two-weekly dose escalation study"
Not sure what's ambiguous about that. They'll dose in parallel in whatever location. It's a quick study. It won't meet the timelines as Alan is an utter idiot, but it'll be quick compared to the 3 week study. The 'delays' (as they'll be called) will be in recruitment and SDMC approvals.
Bella, the UK trial will be able to review the data from the US trial, so if the US has finished the first cohort and the SDMC like the data, the UK will start at a higher dose. They're not separate trials, they're opening sites in the UK for the same study.
It’s the dose level. See slide 11, they’re starting from a lower dose and escalating again for the two week study.
https://avacta.com/wp-content/uploads/2023/12/AVA6000-Data-Release-13-December.pdf
BV, they’ve previously said H1 for results. In this RNS they’ve said it’ll be 5 weeks for SMDC to review the data for this cohort. So at best from final dose per cohort we’re looking at 5 weeks. It won’t be H1, but that’s Alan for you. I’ll be fair, it’s reliant on recruitment and today’s RNS helps with that. It won’t be a year behind, but it will slip.
A gormless city spiv - https://www.voxmarkets.co.uk/articles/vox-markets-fund-manager-series-oliver-brown-of-rc-brown-6fb431a/
ATBD, congrats on completely misinterpreting my post, there was nothing entitled in it. According to his lordship, the data is incredible. In that case it should demand a premium. Bit obvious to say they've failed to sell it. If the story can't be sold at more than a quid - looks like the market has had it consistently wrong for years - that includes funds previously investing at 120p. I didn't say I'd prefer anything, my commentary was on the twatter post.