Member Info for Richob

Interesting read in the Telegraph regarding His Majesty's first cancer treatment.

King on ‘good form but a little frustrated’ after first cancer treatment

Hannah Furness, ROYAL EDITOR6 February

Treatment ‘a precision-guided missile’

He  is embarking on what has been described as a “period of treatment and recovery”, attending a London hospital as an outpatient.

It is understood the treatment will be precise and highly specialised, with a source pointing out that medical interventions for cancer have come on “leaps and bounds” in recent years.

“This isn’t a blitzkrieg, but a precision-guided missile,” they said.

The side effects are expected to be limited, but, like any other patient, the King must wait to see how his body responds.

Is it time to resurrect the bus company, captain?

We all know this is due.

If we are already at twice the normal dose, could we go to two and a half times the normal dose?

Time will tell.

Onwards Avacta Group.

I think this means an obvious or easily noticeable reduction according to the dictionary. Key word being marked.

Onwards Avacta Group.

I thought a key point in the RNS was:

" The data being generated in the ALS-6000-101 study are providing detailed insights into the pre|CISIONTM platform which add significant value to the technology and confirm the potential of the pre|CISIONTM platform."

As we know that numerous (large) companies already licence out the affimer IP, outside of any potential take over, there must be plenty of licensing opportunities for pre/CISION out there and Avacta have already identified AVA3996 as a likely one for Takeda.

As Timster says, roll on with cohort five in an attempt to find the MTD (if they can).

Onwards Avacta Group.

... but if you have shares now you wouldn't sell.

Just my opinion.

Onwards Avacta Group.

Hello, Wyndrum.

Firstly, I trust that you are enjoying The Alps.

Secondly, just a question for clarity. What are you defining as "the market"?

I ask because personally I don't think that thousands of people have even heard about Avacta, only 240ish trades today for example.

Are you talking about the oncology market?

Thanks.

Difficult one to answer, Mr R.

What I can tell you is that the cancer treatment market is worth $280bn per annum and is expected to top $500bn per annum by 2030.

If AVA6000 is only twice as good as doxorubicin on its own, we will be talking about TAM and not who is selling.

In the interim, I wouldn't be surprised to see further developments on the Diagnostic front.

All the best and a Happy New Year.

Onwards Avacta Group.

If I am reading the RNS correctly, then The Science Day is about the Therapeutics pipeline.

Accordingly, we should hear about:

AVA6000 (confirmed as prior to)
AVA 3996

and probably:

AVA 028
AVA 021
TMAC
Cell and gene therapies
Collaborations in respect of the above.

Whilst the focus is on AVA6000, there is quite a lot in the Therapeutics pipeline as per the Avacta web site.

Looking good to me and not forgetting the money in the bank for Diagnostics.

Onwards Avacta Group.

Your insight is beyond belief.

Thank you so much.

Task?

You post on here every blue moon and think that you have something relevant to say.

Get real, sunshine.

In a green box you go.

Timster,

I meant Diagnostics as a whole rather than just LFTs.

I do think the purchase of Launch, with millions in the bank, has been completely underestimated.

Only an opinion, of course.

Onwards Avacta Group.

I wouldn't dismiss Diagnostics that quickly:

"The Acquisition provides Avacta with an established route to market in the UK and several European IVD markets for existing and future products that it distributes, develops or acquires. It is the first step in building an integrated IVD business with global reach that has the advantage of Avacta's proprietary Affimer® platform to differentiate its immunodiagnostic products in a competitive market. Avacta has been working for a year on this M&A-led growth strategy for its diagnostics division and the establishment of a pipeline of potential acquisitions in the European diagnostics sector."

Your choice, of course.

Onwards Avacta Group.

My favourite character in Yellowstone is RIP.

And he posts on here as well.

Nice one, RIP.

Hiya, Wyndrum,

It was me I think that was talking about buying ABDX. This was based on the Launch RNS that said:

"The Acquisition is the first step in a M&A-led growth strategy by Avacta for its diagnostics division, with the vision of building an integrated and differentiated IVD business with global reach serving professionals and consumers. The Company believes that there is a significant commercial opportunity in the EU and the UK markets, which are fragmented, to build its position in the immunodiagnostics and molecular diagnostics value chain by acquiring companies that are complementary to Avacta's core strengths in research and development."

Obviously just speculation but not sure what else the above means if it doesn't include manufacturing capability.

Onwards Avacta Group.

Greatest player of all time.

Hello, Barb,

Etcetera.

Adios.

Hello, Barb,

Did your trade not work?

Oops.

Good luck on the shares you normally post on

Timster is WAY more important than you could ever be on here.

If I was allowed to swear it would begin with F and end in .... have a guess.

Adios.

Thank you, old trader.

Nothing a few RNSs wouldn't make disappear.

Confident I will be smiling.

Onwards Avacta Group.

Please don't mention dentistry, Timster.

I went today at 230.

230 before I went.

230 during.

230 afterwards.

My 230.