Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
HCG?
Given the stated position that affirmers are quicker to develop than MABs then then this approach could match the problem of antigenic drift. Added to this the ability to link different affirmers gives an opportunity to attack different epitopes (ala polyclonal)
MABs have been discussed for a long time and covid saw lots of people jump on the band wagon. Synergis has been sold for RSV prophylaxis. Sort of thing BP might jump in given potential market size.
However, immediate opportunity is diagnostics. Wonder if this was what was pulled from agm.
Wow. Great find. I'm thinking this might be a hidden gem....
Furthermore, an Affimer-Enzyme-Inhibitor Switch Sensor has been developed (47) that would allow multiplexed detection of respiratory viruses when IAV specific
Affimers are combined with Affimers against other respiratory viruses (e.g. SARSCoV-2, human respiratory syncytial virus or influenza virus B).
Sounds like new diagnostic.
Oh hang on.....
The magic calculator in full effect. I'm not sure why he does it - I suspect there are not enough real facts to enable the usual suspects to post 20 odd times a day so have to make it up. I'm at a loss as to what it achieves but the self help circle might explain it. Other groups demonstrate similar activity
https://www.scientificamerican.com/article/bonobo-sex-and-society-2006-06/
Why would cells hit by dox released by ava6000 be more or less likely to develop resistance?
In the meantime I'm thinking that a) the SP doesn't respond to the volumes bought or sold because of comments on a bulletin board or Tw4tter. Big moves will be in response to real data.
C2 if you invest in other pharma let ud know. Liquid biopsy seems to be choice place for money to be made or lost - competitive and fragmented and ive avoided due to lack of my own knowledge and blatant ramping by the BMV crowd. Suspect McPumpy will find one soon.
We can systemic levels of dox with ava6000 are very low. Reasonable assumption is this correlates with low adverse events.
The data on biopsy values shows dox getting into tumour. The ratio between tumour and systemic suggests its the mechanisms is working.
AS is claiming it hits therapeutic levels but at same time says no-one knows what therapeutic levels in tumours are cause no-one has ever measured it. The therapeutic level I think is based on in vitro data where dynamics would be different.
That said
1. Biopsy were at 1 day. Levels should be higher up to that point
2. Avacta has continued to increase doses which suggests they believe more dox into tumours is likely. More dox, more efficacy - PLs point below.
3. The units between the paper and avacta numbers are different
4. Systemic dox is not necessarily available - significant protein binding
I have no idea what these numbers mean - avacta have put some of the data out there but not the important stuff. I'm hoping for right reasons but wouldn't bet the house on it. Continue to hold with top up cash waiting
We need more alcohol and thank you for your work - my other half works there too
I think this board needs more C2H5OH.
Perfect 😁
I cannot work out if normal dox is higher or lower than levels in tumour for ava6000.
Still room to increase dose but if 100% conversion wouldn't levels be massively different at C4 (and C1)
Assumption. For normal dox the concentration in the blood is the same as in the tumour at 24 hours.
This paper has normal dox pk in STS patients dosed at 75mg/m2.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6997100/
After one day Cmax was 2570ng/ml
This compares to 1317ng/g at similar time point in patient with highest biopsy level. concentration.
Put enough dox is a single point in the body and you will get systemic levels. Put enough dox in a singles point and you will hit MTD.
The better question is "Is how close MTD is to maximum efficacy". But then you need to decide what efficacy is. Could be arresting disease progression or it could be destroying the tumour. If ava6000 does what it says on the tin then first is well below MTD. The later might also occur well below MTD - data will tell. MTD could be between the two - conservative working hypothesis.
P1b design will tell us which way company headed. If it goes ahead, massive inflection due to this promise
A handbag......
< Insert handbag emoji>
UK have reduced number of people who get vaccination. Can go to work if infected so why test - self certify well enough or not. NHS lacks bed capacity. Social care unable to support people who could recover at home. Virus has natural propensity to mutate and immunity is just a selection pressure.
What could possibly go wrong.
I'm thinking Tom probably needs to spend a bit more time outdoors, preferably without without taking his phone or coloured crayons
Posted by Sean on tw4tter.
The stock price is recently hovering near the early June support level of £106. If the upward momentum remains, the bulls can push the price above the £125 resistance level.
On the contrary, if the bears can pull the price below the previous low of £100.6, then AVCT stock price might melt down toward the annual low of £88, which will cause a downfall of roughly 18%.
I agree options are a valid way to incentivise employees. However, they are potential wealth not actual wealth - cost the individual nothing. With AS I think he does have a share holding in addition. When you add in his "free" options then he is potentially very wealthy. Hence these options should be awarded to be in line with existing SH interests not to offset his dilution on fund raise.
Not so much AS should be buying but lack of other directors activity smacks of complacency. Low SP mesns low execution price!!!
Will be interesting to see what the next execution price is of the next is. The 50% CoS I hope that's built in so £200 ex-China would be about right.
The problem is when is data not data. When its incomplete. Standard practice and good scientific method is to only draw conclusions when all the data is in. Two amendments to this are
1. Safety committevcan stop a trial. Either drug is not effective or its benefits mean its unethical to continue to give SoC. Unusual to do in a pk study on terminal patients but we have had an indication that some (not all) patients have been kept on treatment. We also know that some patients had to drop out - genuinely that's not a great feeling.
2. Interim analysis. This screws up your stats and if not preplanned then is a pretty poor approach.
So P1a has to continue as is. The company has however been on the cusp for ever :-)
Suspect board don't mind a bit of dilution - they can offset with options. These need to be linked now to SP or the Board need to put up some cash and buy shares in open market rather than be awarded for what is a pretty poor share price performance. That's not boosting and would give investor some faith that SP is good value. They would benefit when shares go up just like the rest of us and might focus minds on existing share holders rather than new.
In other news what is happening in diagnostics. AS took delivery of German:English dictionary but radio silence on how the significant splodge of new investment cash is performing. Not sure they are just getting on with it
My hope is that AS has something up the sleeve of his new Xmas shumper and can laugh at all my fretting. Tsk.
CJ.
You can tell I don't think the price will go lower because if I did I'd sell. I also thought the same at £1.87, £1.60, 1.37 (get in) and 40p.
I'm not focused on short term movement based on herd sentiment. I do worry about the company choosing to dilute rather than sign up a deal. SP is where bit is cause potential purchasers have a steady flow of new shares hitting the market. Add AS has stated a lower SP helps with new funding and I suspect new PI money sits on the side. I know mine is
I realise that this means I miss out on current price should the data cause a rocket but at that point the risk is also reduced.
Best way out is for milestone payments or a deal but then there would be no need for AS to supress the SP. I for one would like to see a little boosting.
IPad trader. It was worse than that. AS actually stated they were not planning a rise. Encouraged SP higher only for a hefty discount to be offered. The offer price was actually on here the day before announcement - so much for RNs