Member Info for Retireby40

Where on the poster does it say 1 in 6 biopsies?

I was referring to the fist payment due to Susquehanna

Are we due a conversion notice today?

Oh the irony! Just seen that. I apologise. Maybe hurst will get an opening up forecast right.

Hurst I’m sure you mean well but you’re Viking on advfn and always predict ludicrous prices. What’s more you often say we’re gonna open up and without an RNS. Why FFS? You’ve never been right once so please give it a rest.

https://twitter.com/shredz90/status/1615351174261248000?s=46&t=SbbeNiVfr4EUhLpgZPQPFQ

I think the data are unequivocal. I'm delighted to say that doxorubicin is being released in the tumour tissue & at significant levels, therapeutically relevant levels. So we know that from analysing tumour biopsies from 6 patients across several of the cohorts. We're seeing doxorubicin in all of the tumour biopsies that we've taken & it's clear that AVA6000 can deliver a therapeutically meaningful dose of doxorubicin into the tumour tissue, whilst when we measure in the bloodstream at exactly the same time, the concentration is very much lower, as we would hope.

https://twitter.com/rah00084/status/1614972612748132352?s=46&t=Os9QoXmSqtXElAGzpdEJeA

#AVCT were on the National Library of Medicine database updating the record/entry for the leaving group on Jan 15.
I.E. yesterday.
Suffice to say there is lots of last minute working underway pending announcement.

Again, a small trial and an even smaller number of biopsies. A simple point that AS has said they’ll present what they have on biopsies, look at any activity in the tumour and if this (along with all else) shows cleavage it goes a long way to saying yes it’s safe and yes it works. Of course the numbers are small which the subsequent trials will address.

Let’s move on and in a roundabout way we’re saying the same thing.

Yes I understand the main objective is P1 is safety and tolerability but AS has said repeatedly they will go above and beyond and it will be data rich and confident of biopsies. Of course if they have say 3 biopsies it is not significant per se but the point is to illustrate above and beyond the leaving group etc that Dox is cleaving in TME and this will be huge. As mentioned Dox is very well understood and if it’s doing as intended the indication of efficacy is huge, even at this early stage.

It says they will be looking at biopsies and initial anti-tumour activity.

The presentation certainly says we will get info on efficacy.

Q3/4 2022
• AVA6000 Phase I dose escalation data
• Biopsy data: AVA6000, Doxorubicin & FAP
•Modelled pK Doxorubicin data
• MTD (if reached)/RP2D selected.

Primary Objectives:
• To evaluate the safety and tolerability of AVA6000.
• To determine the maximum-tolerated dose (MTD) (if one is reached) 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).

https://avacta.com/wp-content/uploads/2022/06/AGM-Update-2022_.pdf

I’m guessing Tuesday and Al would’ve adhered to early Jan.

Could be tomo as there are many RNSs on a Monday at 7am. Advisors etc fine tuning content ahead of a release. Happens often over the weekend.

Clearly the most important thing is the content. Safety seemingly a given and hopefully confirmation it’s cleaving in TME.

I also got greedy with SNG and lost a fair whack.

Top slicing generally the way to go. I don’t have a solid plan with this as a decent 6000 update will go a long way in proving the platform. We should have more updates ahead of the science day so pre-clinical update on 3996. TMAC and more so top slicing too early could be unwise. That being said banking profit never to be scoffed at.

The huge near term price is early Jan P1a update.

That said let’s not forget generating cash to reduce cash burn still a bonus as Launch generated circa £18.5m from covid tests and with the margin maintaining or increasing that whilst improving non-covid related revenue not to be scoffed at.

Launch Diagnostics generated GBP14.17 million of non-COVID-19 related revenue in FY21, with total revenues including COVID-19 related products of GBP32.75 million. Since FY19, the gross margin in total sales has consistently been in the range 44-50% across all products.

Sells showing as buys. Manipulation man.

I’m joking. Makes me laugh when people spout such nonsense. Anyway, good to see MMs will pay above mid. Hopefully come next week we’ll have some FOMO and decent volume ahead of the RNS. Expected 9 or 10 Jan I reckon.

I assume the last patient in C4 completed and they will be cleaning and then sorting the data ahead of the update. They said to expect this year so given there is a delay fair enough they have informed us and it will be early Jan.

Had they not informed us and just delivered early Jan we would have moaned. They were also clearly waiting to last patient to set the science day date. All quite obvious and simple.

I suspect we will get news on Monday 9th Jan. most are back of their desks and it’s still early Jan. also gives 6 weeks or so ahead of the science day to whet the appetite.

If HC convert and get 15% there will still be around 65-70% in retail hands.

Yep, correct.

Apologies. A takeover merely requires a majority voting in favour so after conversion they wouldn’t have nearly enough to block. That said they’ll clearly have a loud voice as will have some 15%.