Member Info for RorkesDrift

Thank you Losta - the Q&A is pretty good too. Am I right that he said shareholders will be informed on start of cohort 2

Biosensors that give rapid quantative output are a huge unmet need but many have tried, many have failed. Use of AI might be the thing that makes the difference.

I am not sure about hospital ER bit but a health check in your local GP could include screening that would normaly be lab based. PSA would be an obvious one.

Could do with some info from horses mouth rather then via T&P. Q&A session hopefully.

I'm thinking the opening of a third hospital is in line with the protocol they published months ago. Indeed I can predict a fourth fairly soon.

There is an argument the longer we go without news the better since the longer the trial runs the more in line with the hypothesis that AVA006 is better tolerated leading to better outcomes. SP may therefore drift over time rather than lurch up - maybe this fits with what you have posted. So I continue to hold - I await Q2 2022 rather than tomorrow with eager anticipation.

I am reliably infirmed generic dox = $1/mg (comes in various vial sizes based on 2mg/ml).

Why do you think it is the UK?

https://youtu.be/Gs069dndIYk

Mmm - you know that thing about trying too hard......

I think his Lordship thinks every comment is about him hence his misteak.

I'm guessing your LSE is playing up - delete your cash and see if that helps.

To be honest I was being polite but don't let it stop you - I can see you are trying.

Not annoyed - intrigued if anything. Just when I think you are going well you overcook it. Feedback if I gift - I'm trying to wrap it nicely for you. I worry you might be a tad sensitive given the stampy foot routine that seems to be the default.

Do they make any unsubstantiated claims?

Happy to help.

Did it make you happy though?

Have to?

Was that it?

Sorry Mark I've only just caught up - no need for the squarky seagull act but I sympathise with your need for attention . It apoears you are very excited by something and tickled pink so I'm hoping its going time be funnier that the practice attempts

Go for it.

Its not that I don't want to.answer your question its more that I'm not sure how it relates - do you want total HC for UK, phatma Bridget, oncology or an individual drug. Without outcome data cf CSC its not possible. What is possible is to say that budgets are not quite as expandable as we would like.

Kenneth Griffith was from the right part of the world. Brave men on both sides.

Can I just check - you think healthcare budgets are unlimited?

ORP. The inputs will be radically different - as you say its not just efficacy - tolerance, drop out rates, post treatment complications etc. However, the HE models would stay the same - you will be aware the HE data is becoming an increasingly more important part of the clinical trial program. However, even with all that pricing is not open ended and the DoH has become very good at saying sorry you are very good but too expensive. Come back when you either have even better outcomes or a lower price.

AJ you make some good points - I didn't go down the ICER route cause it ends up ending in same place. From what you have written I'm guessing you have some familiarity with the pricing negotiations with DoH, the role of NICE and the reimbursement mechanisms that were introduced I think in 2014 to control NHS Rx budgets.

These all demonstrate that whilst a company may wish to charge x for a drug the PAYERS push back - I suspect the ICER foot ava006 will enable more to be charged for a total course of treatment - how much will depend on the health benefit. If there is a cap then that is one approach but there are others. What won't be the case and really never has been is you can produce an amazing product, save lives and charge as much as you like.

You stated that growth is 12% and gave a figure of 250B which you then applied some sort of factoring to get to 300B. I think the factoring was based on a simple more patients x more drug, totally free pricing. My point is that healthcare economies don't work like that and I was trying to point you at some simple concepts. If you want a bit more about caps and how they work google PPRS which will at least give you an indication of the approach that govts like the UK take to regulate pharmaceutical pricing. Hope that helps.