Member Info for Retireby40

Yep and fair point. I was a few beers in and to be fair OTT. That said I stand by what I wrote but it should’ve been written more diplomatically.

On Avacta I agree the RNS likely on Thursday will make compelling reading. Hopefully Avacta will attract some more IIs and indeed have existing ones buy more. It would be great to hear Conifer had gone above 3%.

Tom, why so touchy re Elon Musk? Seems a little OTT blocking someone who had a different view. The best thinkers welcome being challenged and hearing different views. Each to their own.

Many specialist fund managers come from a scientific background so yeah if they’re managing a specialist fund they’ll understand the data of have someone on their team who does. Clearly the data will be put into easy to understand graphs/charts etc with bullet looks like past presentations.

Primary Objectives:
• To evaluate the safety and tolerability of AVA6000.
• To determine the maximum-tolerated dose (MTD) and/or the Recommended Phase 2 Dose (RP2D) for the dose expansion phase.
Secondary Objectives:
• To characterise the pharmacokinetics (PK) in plasma, urine and tumour of AVA6000, of the preCISION leaving group, and of active metabolites (doxorubicin and doxorubicinol) when given as monotherapy, after a single dose and after multiple dosing.
• To evaluate the initial anti-tumour activity of AVA6000 according to RECIST.1.1 criteria (overall response rate [ORR], duration of response [DoR], disease control rate [DCR] progression free survival [PFS ] and overall survival).

Funny those short think bringing up the LFT might create FUD. The UK gov a joke, processes awful and Mologic were considering litigation. Avacta still got consumer CE in the EU unlike any other UK cos and AS pulled it as the higher sensitivity dropped. He’s clearly wanting to retain the highest standard and integrity. LFTs now very cheap so not a priority. Also remember with Launch we are now making 50% or so margin on LFT sales so that’s positive. Also thanks to the LFT we raised £48m and only £10m for diagnostics so that’s been transformation for therapeutics. The irony now is therapeutics has now enabled us to raise even more cash and for diagnostics. Great work AS!

Those short wrongly assumed the paltry 3m shares a Q wouod have a negative affect. Deary me.

They have not published emerging data but have told us 6 biopsies had therapeutic levels of Dox and blood a lot lower as hoped. That isn’t data per se. IMO we will have an RNS at 7am on 23rd which will have updates on pre-clinical programmes as well as actual data on 6000. I suspect they will show details on plasma, the leaving group etc across the patients and will determine whether the plasma, leaving group data were consistent across all patients so they can say as you can see the data are broadly consistent across those who had biopsies taken and those who didn’t which will of course infer 6000 worked across all 19 patients ie we know the 6 patients who had biopsies taken had lots of dox in the tumour and their other data are consistent with biopsy patients as well as the 13 who didn’t have biopsies.

Bb the 17:06 for spread betting I believe you’ve said but can you please briefly explain.

If the drug remained inert and was not being activated by FAP (which is in high quantities in tumours) it wouod not be found in the tumours. It is and the patients haven’t experienced DLTs as other enzymes aren’t activating the drug outside the tumour as measured by the blood samples. Therefore they need to go higher to get to a MTD.

This analysis shows that AVA6000 targets the release of doxorubicin to the tumour tissue at therapeutic levels which are much higher than the levels being detected in the bloodstream at the same timepoint.

The patients have not experienced DLTs so they have to go higher until they find the MTD. It’s that simple. If the Dox was inert it wouldn’t be cleaving and found in biopsies (they’d also know from plasma and leaving group) but it is and is very targeted as intended. The fact they are going higher is positive.

That’s the point. DE has been recommended and the next RNS (that will likely not be due to another safety committee meeting) will tell us whether they were waiting for sufficient drug to be ready or for sign off in a new dosing regime.

The safety committee recommended they continue to dose. They can’t change the trial design so dosing regime. Unless there is a change to the design which has to be agreed by MHRA there can then be a change to the dosing regime. Again, the safety committee met a while ago to agree on further DEs. We don’t know why they haven’t started whether due to drug being ready or waiting for a new design to be agreed. The safety committee supposedly Meeting on Wednesday won’t mean a thing IMO.

The safety committee already agreed to a DE so why would there be an RNS following them meeting?

Chunky sells continue to go through. Although I always thought a nice guy I am not bitter as I managed to get out more than okay but I suspect many are happy Gerry’s say 7.5m shares are no longer worth £2.75m at 30p where it was for a good while but circa £100k today. A shocker for him too. I bet Fin is really ****ed Gerry’s destroyed the shareholder value as he built Rinocloud up.

Gerry was a clown CEO who spun far too many plates as I said over a couple of years but i genuinely hope he’s okay.

13 years of Tories and still people say as long as it’s not Labour. No wonder this country lags behind more progressive and wealthier Scandy states. They’ve run the country into the ground, enriched their dodgy mates and piled on huge sums of debt. Yes Gordon brown sold gold reserves far too low but that’s not a patch on these parasites. We’re much poorer than we were 13 years ago and even Slovenia will soon overtake us (mean income). The less than 10 years ago the UK was 90% of Germany’s economy, it’s now 70%.

Anyway, back to Avacta. Hopefully we can have some sustained rises in the run up to 23rd and instis taking positions even beforehand.

The new management, what are you on about? They have the same lame Chairman who’s overseen this fiasco and have promoted a Biz Dev guy (who’s seemingly good) to general manager whilst they desperately try and get a new CEO and CFO.

In every DE RNS they have informed the market what the next level is. I can’t see that changing so also assume the delay is because they are looking to deviate from the protocol.

Ah okay. Thanks

Bein you say - Their P1a trial is ongoing, DE continuing

But on their website it says they’re enrolling for P2?

Yeah I had a good look too (albeit on my phone). Thanks Jive.

Well if they believe they’ve proved their platform and given we are also data rich and pharmas in the data room will have access to it surely a licensing deals isn’t far away. Maybe not for 3996 (which will have pre-clinical work) but maybe something left-field.

Good to see the shorters seem to be taking a break. Onwards and upwards.

Sorry bein? Is the 1 in 6 on the poster or elsewhere?