Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
@CJ62 as I understand it the company initiate and submit a change to the protocol to the FDA. The FDA then have a period of time to make any challenge. A lot of emphasis recently has been on the FDA issuing a formal approval to the change which I believe is incorrect. Happy to be corrected but it would explain why they are screening for fortnightly all ready and I think we will just get an RNS to confirm first patient dosing which must be anyway now.
@Yorkshirepragma - interesting article and where it all began. Shire Pharmaceuticals was born above a wine merchant in a sleepy Hampshire village and then got taken out by Takeda years later. A good idea has to start somewhere right. It feels AVCT is well placed for the next step up.
Donald - He has the Xmas period to get up to speed and then if it were me I would load him onto a plane for San Francisco and send him straight to the JPM Healthcare conference starting the 8th Jan.
ABC = Always be closing. The flight TV should only play the epic sales speech from Glenn Garry Glen Ross for the duration of his flight just so he is prepped.
@BV they only recently just told us they were screening for fortnightly dosing. This doesn't mean they have been screening for months does it. It usually takes a few weeks for this screening process to complete. I expect this stage to start anytime in the coming weeks and be delivered by mid year. Other practicalities are in play besides updating the protocols and other admin like making sure product is available etc etc.
Everyone should look closely at slide 11 from last week and specifically at the Arm 2 cumulative dose numbers vs the ARM 1 numbers for each dose. It is possible we may see DLTs at these frequencies and therefore not all cohorts will be required. Either way valuable data being captured with every patient. For clarity only 2 doses per patient are required to progress onto the next cohort even if they continue to receive treatment. I think many last week assumed the wording '12 weeks' meant it would drag on and on. Not the case to progress cohorts but the passing of time beyond the first 2 doses is needed to see the impact on the tumours just as we have seen in patient stories next week.
@Nanomat good post.
On that link I extracted this......'DNA uracilation is a novel therapeutic strategy that has demonstrated effectiveness and safety in pre-clinical models with no added toxicity when combined with standard-of-care anti-cancer drugs.'
'No added toxicity' - I read that last part as though you will still have to put up with the side effects from the standard of care drugs. One of which could be Dox. AVA6000 changes the game there as an example. The possibilities with Precision are enormous.
@ASH only terminal patients have been on the P1A safety and tolerability trial to date. However that changes when the fortnightly dosing trial starts shortly. Therefore you would expect better outcomes as patients won't be so ill or heavily pretreated
Buenavista I'm sure they will have sight of the questions in advance and there will be hundreds of them. Previously the IMC person hosting asks the questions (likely agreed with management first) but the first one is always one that has just been answered in the session. It is usually wasted. As per JT let's hear management talk.
Greedo this Q&A point is a mute one for me. Every time we have an IM meeting we have the same option to submit questions. The reality being on the last few occasions we have only had about 10mins left of the hour session to cover 2-3 questions. They usually choose something already covered in the session or something easy to answer. Previously we did get a follow on response to all questions submitted but the last 2 occasions that hasn't materialised annoyingly. I have submitted some questions in the hope they get answered at some point but we simply don't have enough time to cover everyones questions tomorrow in an hours session.
Excellent news for the company and coming at just the right time. Clearly the start of a global rollout for this excellent tech over time. Germany, US, ROW. Huge opportunity here.
I also liked this part in the RNS....... 'Mkango is also developing a further pilot plant at Tyseley for long loop recycling via a chemical process, which complements the HyProMag short loop recycling process and will also be commissioned in the coming weeks. Material for chemical processing, including swarf (the powder produced from grinding and finishing magnets), will either be processed in-house by Mkango, or in partnership with third parties.'
CJ62 the answer to your question could be 'No' and still be very positive. Example...What if treatment was stopped because the tumour went away....Consider re-wording the question to illicit feedback on that aspect as well.
See RNS just out
Investing goals....careful here we don't know the background reading they are using as a reference? 0.3%-0.5% is needed to be commercial before you scare everyone with your comment. This is a positive RNS...TD reached, helium shows and at basement. Let's let them wireline and go from there. Also worth noting Mud gas readings are not done at downhole pressure and are diluted by air so they are not representative of downhole conditions.
NYSIZE for 2 days you have clogged up this board with comments about Eggy and others. Who cares! filter them or ignore them lets move on. I'm filtering you for so many non value add comments. It's a waste of my time reading them and I'm sure many others. No offence intended just the reality of where we find ourselves.
Ophidian are you referring to this nugget that hasn't really been discussed?
'AVA6000 is eliminated in about 4 to 6 hours.'......'Most of our work with FAP is new in Bioscience so we were making significant discoveries e.g. we are measuring if FAP is active in plasma.'
I recall you previously explaining the benefit of AVA6000 having a longer half life in the blood and therefore more likely to be activated by FAP at the TME. I therefore assume if you put another drug on the end instead of Dox you might also see it in the blood for longer than usual. This would be confirmation of another big USP for Precision. Please let me know your thoughts.
See slides 6 & 7 on the latest presentation here. I'm not concerned about the weather being an issue.
https://www.helium-one.com/wp-content/uploads/2023/09/230830_Helium-One_Marketing-Roadshow_Sept23_FINAL_for-website.pdf