Member Info for PL75

I’m expecting loads of unreleased news, why else would they have a presentation?

Hopefully some further detail on the path to greatness, although it might still be lacking as they may want to wait for the FDA nod first. Otherwise, we’ll see in the finances how much cash we’ve brought in from Dx, how the burn rate is looking etc, you know, all the good stuff that 🐶💩🪨🦷 will post about. Can’t wait to discuss troll posts about finances and the 20p placing at great length that will completely dominate the board and ignore the incredible Tx progress.

"The Company and its advisers have decided that Cohort 7 will be the final dose escalation cohort in the ALS-6000-101 Phase 1a safety study for three weekly dosing"

JT, note the language that it is the final escalation for ‘three weekly dosing’. Alan’s ‘shortly’ probably means it’ll start in 2 months time. As it’ll run for over 6 months, I think they’ll still search for an MTD. As with all RNSs / interviews we’re left guessing due to a lack of detail. I hope they’re explicit in the update on what they’re doing and more importantly why and how it leads to rapid commercialisation.

Https://www.fda.gov/patients/fast-track-breakthrough-therapy-accelerated-approval-priority-review/breakthrough-therapy

Given they’re having conversations with the FDA for approval for their short study, it seems like they might already be receiving some guidance on efficient drug development. There’s a clear shift to expediting to approval and a massive shift in language. I firmly believe the countdown to approvals and inevitable billions has begun. The market is thick as mince. Looking forward to Thursday, I really hope they add more meat to the bones.

Ipad, agreed, he said in the interview that they would be releasing C6 and any available C7 data. That contradicts the original plan of a couple of months post 1a - the big splash he was after was probably half related to the scientific community kudos. You're right, we're a commercial business, so sitting on valuable data isn't the best thing to do. In saying that it would be released by the end of the year no matter what stage they're at, he's also himself a firm deadline which would be a first. Let's see if he manages to hit it. Commercial pressures and an interest in a licence deal rather than a 20p placing might be focussing his mind and it's about time.

Https://www.mskcc.org/cancer-care/clinical-trials/22-428

The same salad is available from Dr Tap, oesophageal cancer is listed as eligible. BV is completely wrong and just enjoys trying to be obtuse.

Https://youtu.be/TMn2YS5eTDk?si=yNOIhsTEDbnORyCH

Have you just farted? FFS, you know the basement doesn’t have windows.

Lovely of Myles to speak on behalf of the large majority.

Ordinarily I think they were decent deals, if the ratio of ebitda to revenue is maintained or improved they provide a healthy income stream, especially with expansion in to new markets. In the context of getting AVA6k over the line then yeah, flogging them for a wad of cash sounds great. Alternatively, let’s go all TW on this, consider a stinking placing for £50m, worse case scenario. They’d still have a wad of cash in the bank and they’d still have a path to greatness but they’d retain some diversification. I’m pretty sure that the placing would be quickly forgotten with that cash available as at the end of it is the same pot rammed full of billions. No mention of the death spiral in MMs master plan incidentally. Bottom line, yeah, they need money, who cares where and how they get it. Not sure selling a division is necessary if you have the potential for licensing and partnerships.

I’m more interested in my retirement plans than Alan’s, but your scenario is plausible Energy.

The example of Lartruvo is a cracker - $500m in a quarter for an STS drug that didn't work. An annual $2bn. Why not apply a 8.9x multiplier to that, so that's $17.8bn = £14.5bn = around a nice round £50 with 300m shares. That's for the first through the pipeline. More to come... £200 exc Chin-ah doesn't look so ridiculous. It does compared to £1.28, but that's why I've gone with a Strong Buy. Have that, you bunch of tampers

I've no idea Bella, hopefully next week will clear it up. We were told that finding MTD was important data to collect for the benefit of the platform. Obviously if they're seeing no data to suggest they'll find it soon then they can't continue forever. However, they recently hinted that it would be found in C6 or C7. I just thought explicitly including 3 weekly dosing was done for a reason and it can be read that they'll continue to escalate in the US study.

They've proven safety beyond all doubt, a separate escalating study with dosing every 2 weeks will as you've described help view improvements in efficacy alongside continuing to see where the MTD is. All great data for optimising the phase 2 study that will lead to approvals

There's a subtlety in this quote:

"The Company and its advisers have decided that Cohort 7 will be the final dose escalation cohort in the ALS-6000-101 Phase 1a safety study for three weekly dosing"

"for three weekly dosing". Looks like they'll continue to escalate in the 2 weekly dosing study. Very little point trying to guess, they're updating investors 'shortly' at the investormeet presentation. Hopefully it'll also include the commercialisation strategy that Alan mentioned a while back. The move to phase 2 after the cheeky study suggests they should be much clearer on the path to billions now.

What I do with my tobacco of a morning is none your business JAdam.

No one wanted a follow through, especially missus miggins.

Who gives a single 💩? His angle is that an early stage biotech don’t have a magic money tree. Well, no sht Sherlock. They’ll raise cash, via a licence deal, via a partnership, they have revenue generating businesses, maybe a milestone payment, maybe they’ll go ahead with the much mooted 20p placing. They will get cash, it will see them through phase 2 and they’re then lined up to make billions, so who gives a single 💩 about cash? It’s about picking on a popular retail share to get morons to pay to read his tripe. Doesn’t deserve any publicity imo.

"The real question here is whether AVA6000 is more likely to either cure you or extend your lifespan as against Standard Dox. Because believe it or not although a better side effect profile is clearly a good thing if you're more likely to live longer with standard Dox most patients will still opt for that, side effects and all."

The real question is how you've managed not to grasp that ava6k is standard dox once cleaved. Dox is dox (as requested - there you go m'Lordship).

Quick reminder that eggy is out and wants the price to fall. He’s clinging on to the hope there’s a 20p placing. Eggy, just buy back in, it’s clearly impacting your mental health being out. LTHs aren’t ‘concerned’ about funding or dips in the price.

Woof woof, twat

My local GP, looks after my haemorrhoids. That quote was from my last appointment, we like to chat while he’s busy with my ring.

*not far from the billions - not finding out it doesn’t work! It definitely works. Beautifully.

They’re spending that cash on a temporary appointment for a reason. I’m sure it won’t be long before phase 2 is fully funded, alongside new indications and also cash for taking 3996 in to the clinic. All worth many many billions. Lartruvo was worth an annualised $2bn for STS and it didn’t work. We’re not far from this