Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
Avacta are actively looking to license either 3996 or Pre|cision and collecting the biopsy data will allow them to command maximum £. I think the desire to collect a sample speaks volumes
DE sanctioned......
70p/approaching 30% and rising
This has to be a leak.
I'd tend to agree. He has not and is not delivering on the technology/opportunity.
What the fook!
I think he's writing it off as Ava6k is looking promising
I'd really like AS to come out and add some flavour to the rns. Hopefully we hear from him this week
From the rns:
Following this review, the SDMC has recommended that the clinical trial continues as planned and 'escalates' to the next dose of AVA6000 at 120mg/m2.
Was dose escalation always planned to go from 80 with jump to 120 or is this an 'escalation' to a higher level than initially planned ?
Will have received this news yesterday under nda and prevented from buying until today's public announcement.
Suspect fireworks today
Agree with this. I think we can now conclude that the roadshow is about attracting 'sticky' investors that will prevent cheap takeover.
Incoming
CEO AS was not able to keep his lips sealed 45 months ago when he advised the market he was 'very pleased' with AVA6K initial data therefore, after 6 months, he will have much more to say.
Using this pro-drug approach, the systemic exposure to the chemotoxin is dramatically reduced, and the safety and therapeutic window of these powerful anti-cancer treatments is improved.
Interesting sentence posted on the website (misleading unless true).
NDN - if the 5-6 months of AVA6k data was 'bad' it would be truly shocking for Avacta to issue yesterdays RNS - would be hugely misleading the market. As a platform technology, if the Fap concept did not work in human (as bad AVA6k data would now confirm) then it would totally worthless (huge cost and low chance of success) to progress AVA3996 to the clinic.
Badly written. Through partnering with Avacta Velcade would be able to secure a new patent (via Ava3996 licence deal)protecting their market share?
It's hard to see any reason why Velcade would not wish to do this. If he data rich study for Ava6k delivers positive data, then licensing the pro version of Velcade in order to secure future market would surely be a no brainer.
But then, how many other parties would wish to secure a pro Velcade ?? Lots I assume.
There could really be some fireworks if Avacta delivers positive ava6k. After selecting Ava3996, positive data for Ava6k looks to be a given.
Would it be true that Velcade would be able to reinstate their patent for their proteasome inhibitor via partnering on a licence deal with Avacta for AVA3996?
Surprising market reaction.
I can't see any circumstance whereby Avacta release today's update followed immediately by poor AVA6k data.
Hold on tight!
Finally the dreaded CV caught me.
I'm mid 30s and not in terrible shape, I'm also triple jabbed. I'm not sure if I feel worse or better than the average man, but what I can say is that I don't feel very good. Temp, cough and feeling quite run down. For sure it's not life threatening but it's something that I'd rather not catch again.
It feels worse than the average head cold and certainly not something I'd risk passing to my parents / grandparents.
So my perspective has now changed. I do now feel more confident in the long term (perhaps seasonal e.g. during winter ) demand for high performance lfts. Even if we do not see a new variant during winter of 2022, I suspect the immunity to Omicron will be faded, meaning we will likely see increased spikes of omicron in the future.
The lft future may not be as bleak as first feared.
Thanks Dr Smith.