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Bfdinvestetor - makes perfect sense. Fits with results expected to have a big impact otherwise you would just wait until next round, sell off your options, buy an extension.
Market is waiting to hear about the patients that have done fantastically well. Only other reason I can think of is meeting with fda the day before.
Also about the whole treatment population. Patients vary. Tumours vary. Results will vary. Once all the data there the biotech will be able to evaluate. That's when the pivot to and the potential success of the P2 might make sense - its a niche market but could get ava6000 to market and then act as bridgehead. Also might reflect financial constraints / ambition
Number of cycles - how many patients received 1,2,3 cycles etc
Cross reference this to cumulative systemic dox exposure.
%of ava6000 converted to dox
Cross reference this to total tumour exposure
Compare the above to normal dox - modelling
Most companies have roles such as business development and their job is to interact with each other. After initial meet up normal to move to nda for more robust discussions. Suspect avacta has initial stages complete and will follow up post Dec 13th. Avacta not too bad at it given current partnerships.
Think the multiple references to weeks tells you enough about the investment strategy and motivation. Even if all the hyperbole turns out to be correct then SP will go up in steps over months and years- why would you take SP in a couple of weeks even if the BbC run a Newsnight special as is suggested.
Once again we have a fantastic opportunity to raise questions which can then be ignored.
Hopefully this meeting will be followed up by one of AS garden parties for selected people - rumour is lse members have been barred for bring informed yet unruly.
Feels like angels dancing on pins. The change to a phase 2 study is exactly that - a change from the original plan. Not sure why we cannot take that has a sign of confidence in the phase 1a data the company can see but we cannot.
Fda approval would be an endorsement of the data. Lack of approval is not the opposite but rather regulators making sure drug companies progress in an incremental fashion. We wouldn't be the first company told to go slower and some of them went on to make £Bs. Plan A is still a plan that leads to commercialisation.
The only bit that puts a spanner in the works is AS is the second worse person at estimating timelines. Should step back and leave that bit to Fiona. I find adding six months to anything he states would still result in disappointment. Roll on the New Year.
Now if that doesn't bring on the ground breaking RNS we are hoping for then my magic calculator needs new batteries.
Not sure the fud is out of proportion to the magic calculator.
It is ava6000 that is being administered. Not dox. If 100% is converted then a equivalent dose is valid.
One patient has been reported has having significant tumour shrinkage. Several others remain on treatment. Very positive news. Not a cure for cancer.
Patients in cohort 3 experienced side effects. Presumably higher doses too. Not side effect free.
Ava6000 is a new compound. The belief is it will be superior to dox in both efficacy and tolerability. It moves the goal posts from keeping tumour in check (progression free but limited by toxicity and therefore time) to something which reduces tumour, enables more effective combined therapy and huge step forward in tolerability. Charge what you like - the benchmark is not standard dox at that point and even if it were the cost benefit analysis has to include the benefit.
It's a discussion board, not a football fan zone. Visit twitter for that.
Thx.
As you say AffyXel involvement but not clear why. Must be some tight bonds.
Look at me, don't look at me.
I guess this board can substitute for care in the community for awhile. Good to see preparations for panto season are I place but make sure exit stage left is not blocked up with old McDonalds packaging.
He has a farm you know...
Not so sure. Feel is it works really well in some patients. One has had tunour shrinkage whilst other patients remained on ava6000. Big decision to leave someone on an experimental therapy so the impilcation is it delivers benefit.
I expect what the market needs to see is a definition of that patient group. If itsva sub-set of STS then its not really the cure for cancer the magic calculator assumes. My feeling is that the truth is somewhere inbetween but thats not a fact for IIs. As for side effects we know its not without them and its dose dependent. AS says its great but again needs facts. My take the therapeutic window has been radically changed and if commercialised ava6000 will change the treatment of active fap tumours. Market just needs a bit more hard fact.
If you ignore the 3-4 constant magic calculators on twitter then the community seem quite chilled despite an eratic SP.
My own thoughts are that FDA approval of a Regulatory study is a significant milestone. Between now and TO the SP will go up in steps, some small, some big. It wont go up in one big leap. FDA approval will be a big step, P1a data however good, less so. I say this because of the small number of patients, the variation in response and the fact that between now and commercialisation there are several hurdles to overcome. FDA approval endorses the precision concepr - not proven though
Free ride type strategy. Valid
To be fair without him this board would be very short of comedic value. I miss him and hope we see the day when we hear the distant sound of the pantomime horse and the swish of sausage again
He has been brilliant value and im looking forward to seing his entrance very soon.
clip, clop, september and chicken nuggers here we come.
These new drugs tend to bind to a specific receptor. These are found on tumour cells and partially hidden by stoma cells
If ava6000 is working then it should destroy stroma cells again favouring combination therapy.
Added to this some drugs are so toxic that systemic delivery is not possible. Precision could overcome that
No problem with a sceptical view especially since hard data is missing. Might need updating in a couple of months.
I think ive have had my 5-a-day of corn-y jokes
See what happens when you don't do QA
In other places the magic calculator is on max power today. When your volume of posting is regularly getting beaten by discord spam then the only answer is just make up facts and feed them into the magic calculator. Not sure why you would do it though - both RAh, Tom and Sean seem to hit daily posting target before i get up.
Oh hang on....
Thx for posting
Additionally you have to consider the therapeutic window. Some drugs can be taken at doses much higher than you see maximum efficacy. Some drugs eg dox have a sude effect profile where serious AEs are seen before max efficacy.
Im thinking drugs with longer half life dont take longer to start working. For example, a friend, took a double dose of Cialis instead of a single dose of triple dose of viagra. Cialis starts working faster than viagra but in local field trials the effects last a whole weekend. It has a faster onset and longer half life. Anyway thats what they told my friend at his latest visit to A&E.
You will be having a go at Mrs Nial next and believe me you don't want to do that.