Member Info for Sangijuelas1

You have a bad memory HarChris. Someone had started a thread on their with 4D in the title and were knocking 4Ds prospects.

No HarChris I said in the current market that is the true value of Avacta, not the pumped up SP.

Congratulations for being right and making lots of money.

But I do agree that we can stop referring to him in terms of SP performance going forward as his holding will now be insignificant.

People say SO selling is immaterial but it has acted as a dead weight on the SP for months.

On the day of the cancer news he sold 3m. Anyone wanting to buy has had a ready supply of stock.

If he had not sold any of his 10% holding who thinks the SP would be 38p?

We come at things from 2 different perspectives. You trade, I invest. And I wouldn't invest in Avacta but this is not the place to discuss

You asked this

"Please can you point to where in the annual report it mentions anything about developing a RCC phase 3 trial?"

And you confirmed that it says this in the RNS

"In the rns and on the webcast they said that they will discuss the development path and a potential pivotal study in ici refractory rcc with their advisory board"

You asked where it mentions ANYTHING about developing a P3 and I said it is referred to in the RNS.

Stop gaslighting.

It was in the Oncology Update RNS and was also discussed in the presentation the same day.

I know we focus a lot here on the cancer work with Merck and Pfizer but the real winner could turn out to be the 2 Parkinsons drugs 4D are about to bring to trial

Duncan makes the point in the video that working with Merck and Pfizer is a great validation of the 4D single strain approach.

Others like BMS and Takeda have favoured multi strain but have had some big disappointments so may be changing their thinking.

Hoping for a future collaboration with BMS for Opdivo

At least someone is confident

07-Apr-22 10:42:26 38.50 129,846 Buy

If 4D did get a placing away I for one would be quite happy and would load up on any dips.

As it would enable them to get on with developing and bringing to market multiple potential high value assets with plenty of cash in the bank.

Having said that I would be very surprised if they did raise at the current levels

There's a lot covered in this video.

Worth another look. Better to focus on what they are actually saying than how they say it or what clothes they are wearing, hairstyles etc

https://m.youtube.com/watch?v=aBtkQkNbRdQ

Support for the 4D approach to Parkinsons

https://www.nature.com/articles/s41531-021-00156-z

I think the importance of having the factory in Leon is often overlooked.

Also the experience in LBP manufacturing they have accumulated.

This enables them to have strict controls on quality and to not have to rely on a 3rd party.

It means they can go from isolating single strains in the lab to production quickly and they have learned that different strains require different production modalities.

Lot of talk of placing.

4D has 3 potential alternatives to placing before the end of the year.

Confirmed receipt of more Oxford cash. Up to $17.5m

Upfront payment from Blautix outlicensing

Milestone payment from the vaccine collaboration. This is due to expire in October and if Merck want to continue they would likely have to pay to play.

4D could also attract another Big Pharma with an immunotherapy drug. I think Opdivo is the most likely here. But also Imfinzi or Tecentriq.

They could also get bought out

Micro RX platform with 9 drug candidates in pipeline discovered in 7 years

Extremely strong safety profile of the live biotherapeutics as they are derived from naturally occurring gut bacteria.

Looking more and more likely that 4Ds single strain approach is working on diseases beyond the gut typically targeted by approaches that use multiple strains.

Part B (Phase 2) results from 0518 with Keytruda in kidney cancer patients with no treatment options repeat the success of Part A and offer a strong base to take 0518 into an approval trial.

Blautix ready for P3 and talk of commercial manufacture in a US market conservatively estimated to be worth $2.4bn. Waiting on FDA guidance and strategy update, which could include outlicensing for upfront cash.

Partnerships in place with 2 mega pharmas in MSD and Pfizer and a mid market one Merck Kgaa

Collaborations with top cancer research settings like MD Anderson and Imperial college.

Asthma drug due to be taken into P2 following recent positive results.

Forthcoming trial for Parkinsons with a seat on the science advisory board of Michael J Fox Foundation and partnership with Parkinsons UK. Both collaborations will make patient recruitment a lot easier.

Funding in place until the end of 2022

Incredibly experienced board with heavyweights like Axel Glasmacher and Katrin Rupalla (check out their CVs)

Directors DP and AS own 10% of the company including further investments in the last placing at 110p and Merck own nearly 5%.

Vaccines collaboration with MSD with milestone payments potentially available of up to $1bn

A second generation oncology drug in pre clinical development already recognised for potential to make CAR-T therapies work in solid tumours (holy grail)

Manufacturing capacity in place for commercial production with 7 years worth of accumulated experience and expertise

With 2 partnerships in place with MSD and them owning nearly 5% surely the inevitable will be only a matter of time

Merck are supplying the Keytruda at no cost

At £84k per patient and with nearly 60 dosed so far that's £5m worth of Keytruda supplied so far.

With another £5m+ due for the other 70 patients still enrolling

They must have money /Keytruda to burn?

I have lost a lot here