Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
The market can stay irrational (yes, irrational) longer than you can stay solvent. One of the main reasons for the trial to take longer is because... the science does better than expected and they literally have to give up on finding dose limiting toxicities. Wyndfurtz... take a hike please.
Oh dear,
Silly take of the day again. All you need to know is that they expected to find dose limiting toxicities around C3-4... They did not even find those dose limiting toxicities at C7. That's all you need to know. Reading Wyndrum's BS is a waste of energy. Good luck.
Toukantw§ton,
Slide 16... If you manage to grasp the numbers... several times the therapeutic amount... even at cohort 4 and below.
https://avacta.com/wp-content/uploads/2023/06/Avacta-Group-plc-Therapeutics-Non-confidential-BIO-June-23-www.avacta.com_.pdf
Swazers is here to help people... Now it's funded and has 40Mio+ GBP in cash (at 50p), let us all sell since Swazers says it will go into the 40's... Especially with the end of the news embargo around AACR.
Just mailed him the below:
Dear Sebastian,
I read your paper regarding the FAP-expression across 23 tumors. The AVACTA trial phase 1a results, to be presented at the AACR might be of interest. Below is a link to their latest presentation.
Best Regards,
XYZ
https://avacta.com/aacr-annual-meeting-april-9/
https://www.youtube.com/watch?v=eqj0hhgmX6U
Nice find! I am everything but the expert, but it wouldn't harm if someone knowledgeable could contact sebastian.dziadek@roche.com who is mentioned at the bottom of the paper. It never harms to make him aware about the upcoming poster presentation. The more BP-stakeholders are informed, the better.
Icecool,
"Dose Expansion Phase", "run up to phase 2".... Leave the queue of "comfortable lies" ... When you put lipstick on a pig... When it quack like a duck, looks like a duck, it is a.... correct... Phase 1b (with a different callsign)
I have written about this a week or two ago. It is a convoluted way of admitting phase 1b is back in town. That is the part of the comms that I do not like. Why not own up on it and explain why. Was it potential future partners that did not like the shortcut for licensing deals regarding other indications. Was it the FDA... Annoying, and a setback, but I could live with it, but own it and communicate it. Now the PI's imagination goes wild.
The fact that P1B is back is exactly the reason that they got cornered financially. Dropping it back then was considered a big reduction in trial cost and time... this is now back, hence they suddenly did not have the anticipated cash runway anymore.
AVACTA has taken the risk (and is taking the risk) of the early trials and putting its money on the table. I agree that if it works, it should be in hands of BP... I disagree that this means that AVACTA should be selling of cheaply. AVCT and shareholders are shouldering the risk, so should be rewarded for that. If BP is holding out until AVCT is on its knees, just to get a cheap deal, it's BP that is playing with patients' lives in order to make money. The ball is in BP''s court (if it works): Pay the fair value.
My fear of potential delays in the trial are not trolling. I do believe the company is drip feeding the news on the trial progress going below par. On the other hand, I agree with Bella's post (most of them in fact). I just can't take Avacta's indicated timelines at face value anymore, which is a shame.
The vagueness (or no info) on the progress or none-progress of the trial is also my main topic of concern.
The data so far, seems better then expected... but what is holding up the trial? Are they struggling to convince first line patients to go the "unconventional" route? It's all guessing, which it shouldn't be. Why the lack of transparency?
I hope and expect that the AACR will provide more promising data, but a part from that, it won't do much but give investors an anti-climax in terms of shareprice appreciation. People will jump out afterwards since there will be a lull of several months before some news from the Q2W pops up... we'll have to be lucky that this news does not disclose a delayed start due to recruitment issues. I am a holder, but realistic that this could be quite a long ride.
The science is doing well... that well, that some people/institutions/groups want some cheap piece of the pie, in order to help AS in his funding... We should have never been in this situation, but let's look forward.