Member Info for RorkesDrift

I've just bought bottle of head and shoulders and reversed it now that September is nearly here. I'd forgotten about the reverend so must check up how much BMN and 4D pharma have gone up in the last two years

Centurion.....

https://twitter.com/ScottLilley19/status/1690390641832796160?t=zUGM4nPiCR5c7f5Ll7V_EQ&s=19

See replies 🤪🤣

Its all cracking off. Dean Stent, thumb my bum and rah rah raspute, lover of the Russian queen are going to have to up their game

They are still going at it - I need some of whatever tablets they are on. Latest is

100% chance of success

FDA have all but begged avacta to launch it

Statistical significance at 6 months of P1b no matter how many patients involved or adjustment for multiple tests ( see stats 101).

Not sure whether repeating made up stuff makes it truer but I'm ordering the car right now.

If you posted nonsense on tw4tter 26 times per day for about a year and in that time the share price fell, would you stop?

Timster we are probably not in their price range...

This type of role they would normally let you go. Senior post with access to highly confidential docs so that option is better than gardening leave.

Added to that its not illegal to recruit someone and amend requirements.

Agree that it looks rushed and I've struggled to get my CV updated. :-)

Whilst we are all focused on ava6000 then both LG and Daewoong are progressing towards human trials. As is the case with precision these programs are about more than a single drug. Suspect we will hear about them one way or the other before P1b interim results which are a good 18 to 24 months away. At that point Avacta could have three separate programs - fingers crossed. There again they might be called takeda-avacta by then

Timster you tease. £200 but only if its ex-China

We now there are some AE at even low doses of ava6000. These are unlikely to be caused by the leaving group or ava6000 - my own magic assumption calculator says its dox leaking from tumour or converted by systemic dox.

Avacta already had a number of points on the pk curve when they stated C6 and possibly C7. The magic calculator suggests that they predict that more significantvAE linked to systemic levels will occur OR we see no increase in efficacy. Most likely the former.

Alongside this we need to consider that higher systemic concentrations in whole body volume tritrates to much larger concentrations in tumour.

I won't say that we need to consider that fap will become satursted at some point and adding more ava6000 just increases the amountb elimated before conversion

:-)

Now pass me that copy of what car magazine

Without wishing to reignite a discussion about enzyme kinetics, FAP is an enzyme. The data from this phase 1a study will contribute to all the other P1 studies that follow. It will also help inform any third parties who may wish to attach their highly toxic therapy to Precision and in so doing pay an ever increasing amount of cash upfront. Get in now, sign the deal before a much bigger, harder nosed competitor owns the tech and locks you out

Agreed but post P1 or at least interim at predetermined date. 12 months?

Its made me think the reason for two arms is to keep both approachesbopen. The lower dose to match activity of standard dose but for many more cycles. This would show difference in PFS

Higher dose maybe hedging this bet since it will result in higher systemic dox and fewer cycles as cumulative levels take bits toll. However, it could also be in there to deliver a massive blow to the tumour especially when we consider dox can be used with other drugs. Ava6000 may work on Strom a cells thus potentiating the delivery of these other drugs to cancer cells (phase 3) study.

In terms of rumour I've discounted anything that the magic calculator that is currently being shared by four posters on twitter has generated. Love the enthusismn but worry the obvious pump with made to facts is putting potential investors off - quality over quantity whilst we are in period of longest wait.

When data is here then BOOM (or not). Either there will be sudden rush of 50 something blokes with lovely accents into car shows or the Southern Counties will be full of the sound of wailing and the gnashing of teeth. The North will join in

Normal dox has a dose response curve. At higher doses you get the same mechanismn of action as you do at lower doses but more of it. You also get new mechanims which occur once concentrations hitba threshold. Ava6000 promise is those concentrations can be achieved but also maintained since patients can tolerate it. Just hypothesis at mmoment but this year we may see the mouse tumour effects where they were being destroyed rather thsn just kept in check, replicated in humans. Hard data cannot be that far away although twitter seems to think its here already. I have pot ready top up once (if) company confirm and suspect a lot of people have the same. Huge rerate at that point.

At some point, someone, somewhere will type

"Wouldnt want to out of this over the weekend"

I think lots of people submitted written questions to agm.

Will there be a response - they were answered eventually.

Im thinking delay could be news incoming and negates many of the questions

Love the not boosters. I must have imagined the billions alluded to for the LFD.

I would be happy with a touch more boosting - especially if the reason for holding back is to let institutional investors in at a low price. Get a deal signed, get some cash in, get the first product to market and then watch the value of platform rocket along with the SP

In mean time dont promise a full review of Dx at AGM and then just not mention it whilst hard to come by cash is spazzed away on trying to create a position in a highly fragmented market that you have no products for

In meantime ill wait - value here is potentially so high the wait is worth it.

More of a concern is every day lost from patent protection is a day of peak sales. Why it makes sense for BP to take this on and accelerate development. STS is one opportunity but parrallel expensive trials in other areas will be required. Ava6000 is one drug but parrallel expensive trials will be required for others.

Avacta have had affimers for decades and achieved.......

University research approach needs a bit more focus on delivery timescales

Im guessing lots of third parties have had a look at avacta and have decided to take a watching brief on it. Therefore, we have to wait until Avacta just get on with it. No news is exactly that. SP wanders within tight limits so just have to accept it is what it is. Meanwhile, rampers and derampers will discuss their made up facts.

It will have to go through P3 luke every other new molecule.

However, between now if platform of precision is shown to work with ava6000 and P2 trial already become then i suspect avacta will already be bought and i can stop reading car magazines