Member Info for PL75

I'm keeping my powder dry for the promised imminent IPO. It's been sat there for well over a year now, the driest it's ever been.

Damn right Si! 6103 is worth many multiples of that ol' 6k rubbish that's only worth a few billion on it's own.

Simon, is that you?

"PL/Timster/ Bella, and some others, thank you for keeping this forum balanced, (and in Bella's case intelligent)"

Oh wow, that's a backhanded compliment if ever I saw one 😂

£3m a month burn? Tony, is that you?

TP note. Haven't got the link to hand, sorry.

I post it every time a thread deteriorates to the point that you'd think they only have two buttons and some lint to their name, rather than over £30m with more on the way.

“c.£32.5m cash-in-hand at end-June 2024 stage, together with expected net proceeds from disposal of the Diagnostics division (for which credible indicative offers have already started to be received with further bids anticipated), should provide sufficient runway to complete AVA6000’s Ph.2 study along with development of pre|CISION™’s next generation programmes.”

Hants is one of the traders you were talking about bein.

Your question is exactly why they'll pay in cash again, makes zero sense otherwise. FWIW I would preferred shares last time, but there's no point changing tack now. Or maybe they should just have a poll on twatter and show no leadership at all.

Usual chatter, heard it on the last red day. They'll pay in cash.

Yeah, it’s never been in a human before so just whack it in her. Ask CC to see what other chemicals she has lying around. FML.

Sounds like we should charge more than AZN as we’re saving on side effects then…. £200 exc Chin-ah seems cheap

They’re putting together a nice shop window. A TNBC deal would need to be with a big farmer which is the validation CC wants. Would that encourage a takeover or would other farmers allow that deal money to fund STS to market. Once avacta have a healthy revenue stream and are self sustaining they can keep popping goodies in the shop window. Meanwhile, they’ll flog Dx and keep going.

As for the beeb article. It’d be interesting to understand CCs philosophy. Alan was about drugs being cheap for the greater good (whilst giving himself piles of options). Is CC hard nosed and commercially focussed like AZN who have set their price and seemingly aren’t budging. Ava drugs would be cheaper by their nature so there should be a balance of a better price that maintains a healthy margin.

It's embarrassing and you're now acting like you're a day trader when the bid offer spread would have lost you money. Absolutely full of it.

Who put 10p in this warren buffet twat?

Tend to agree Timster. All the fun is taken out of it

They've had a couple of chances. Does this mean we'll get another BS note from Cuddon at some point? Can't wait...

Nice! Ripe for a deal....

ChatGPT….. Exatecan is still under patent protection through various derivatives and uses. The core molecule is part of active developments in antibody-drug conjugates (ADCs), which leverage it for targeted delivery to reduce systemic toxicity. However, newer patent filings involving conjugate technology suggest ongoing proprietary protection that complicates generic use【37†source】【39†source】.

This situation is typical for oncology drugs, where IP protections are extended by modifying formulations or linking the drug to novel delivery platforms like ADCs. If Exatecan itself were off-patent, it would have more generic competition; however, in its conjugate forms (e.g., as part of Enhertu), it remains proprietary. This reinforces its high market value and justifies ongoing clinical trials and new approvals.

Sources

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2023088235&_gid=202321

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2022236136

Makes me wonder what the strategy is. We own the delivery platform, they own the drug. Makes a deal a no brainer. On the flip side, an off patent drug has a clear run at market. A question for science day…

I asked ChatGPT how it compares to the Red Devil…. Up to 500 times more potent.

The IC50 values of Exatecan compared to doxorubicin typically show a significant difference, reflecting Exatecan's higher potency. The exact ratio can vary depending on the cancer cell line and experimental conditions, but generally, Exatecan's IC50 values are often about 10 to 100 times lower than those of doxorubicin.

For example, in some cancer cell studies, doxorubicin might have an IC50 value in the range of 0.5 to 5 micromolar (µM), while Exatecan could exhibit IC50 values in the low nanomolar range, such as 1 to 10 nanomolar (nM). This indicates a potency ratio of roughly 50-500 times, depending on the specific test conditions and cell line sensitivity.

This significant difference in IC50 values underlines why Exatecan is considered much more potent but also underscores the associated risks of higher toxicity if not delivered in a targeted manner, such as through antibody-drug conjugates (ADCs).

Or PDCs, ChatGPT!

Consider the limitations outlined in my last post. Then consider over coming them using Avacta's platform. The market for inferior ADCs is already BILLIONS. Things might start to get very interesting.

Or, for balance, they might not. Just to keep the misery doom spammers happy.