Member Info for sdon

My first thought was, because the liver is quick to repair itself. But the referenced paper shows when normal dox is administered, the levels in the liver and heart are similar, so it can't be that!

That struck me too. On page 88, conclusions, it is stated, "Doxorubicin concentrations are higher in tumour biopsies compared to plasma at 24 hrs timepoint" so logic would say the cancer is also in the liver of these patients. I note, the one biopsy was lung.
I also note, while everyone is getting a hard on (or flutters!) about the table on slide 84, and rightly so, I wonder how many realise the dox only tissue to plasma ratio is about 50. Because of the "massive nucleotide intercalation" don't you know!
My Friday night reading of the paper seemed, from my amateur understanding, that the levels in the plasma were about half with AVA6K compared to straight dox. So yes, it works, and it would seem works well, 2 to 3 times amount of treatment with much reduced side effects is forecast.
Last week I tried to sell some of my holding to take some profit, luckily my broker could not get a quote. I think that luck has saved me thousands, as I have moved from hopeful but nervous, to a signed up member of team ramper!
Well done all at AVCT, the future is looking bright.

Just come back here, and a few replies directed to me.

Hanoihank, I admit to being a layman, but do think I realise the principal of the tech. As you say, the less cleaved where it is not wanted, the more available to the TME, but as Touk pointed out, the fact doesn't conflict with what I was trying to say.

Oamot, Vertizea, gmcc et all, - I had not seen the 18x statement, so thanks for the flag and link. I note this compares to heart amounts v TME. Having read the PDF linked by Vertizea, It looks from the graph shown that at 6x normal MTD, there is 18x dox in the TME, and slightly less in the heart. I do note however that there is much more FAPa in mouse plasma.

So it still comes down to two facts to be a world beater. One that the dox (in this case) does not cleave in harmful amounts in the body at large, even at higher than standard doses. That box has been ticked.
Two, that the higher amounts available ( Ok HH?) are cleaved at useful amounts in the TME. Yes you cry, "significant" "therapeutic levels" well those words are very encouraging, some hard data could nail it on, even if I would need them interpreting for me!

Lastly, if ava6k was so good at not cleaving in the heart, lets say for example 0.01% of the dox given, and 18x were cleaved in the TME, then at less than a fifth of a percent would require 500 treatments at standard dose! That is why a multiple of plasma amounts paradoxically are less good the better the efficiency of the effect aimed at in the plasma.
I trust AS (Alan lol) when he uses those words about the actual levels released, and hope his accuracy of semantics is better than his timeline promises!

OAMOT, I have been trawling my browser history, but can't find the Avacta page I got the 30% fig from, and can't find it navigating on their site.
Do you have a link to 18x? If you are right, I will sell the house and put it all into AVCT!

Of part selling!

Sorcerer, I would add an important third, how much dox released in the TME relative to amount in the dose of ava6k administered.
Yes, the 17th Jan RNS told us it worked, fantastic. How well? "typical drug-related cardiotoxicity of dox not observed" - big tick. "therapeutic levels which are much higher than. . .bloodstream" - tick, but with a question?

So number one, yes, positive, and we saw a good rise in SP. Number two? well Avacta is not a secret that only PIs like us on this board know about. The IIs and people in the field will be well aware, and have positions, or waiting for further details and or progress. Yes Joe Public down the pub probably won't have heard of Avacta, so we could get more SP rise the more PIs get to hear of Avacta.

I think number three is as, if not more important than number 1. I am over exposed, and was going to be one of those idiots taking some profit today if no material news, i.e. details were to be released. Being an PI, the price moved before I could get in though.

So, my thoughts on what detail I was hoping for, and might still get (we will find out tomorrow) In laymans terms, at a normal 60-75mg/m2 of dox in a shot of 6k, what percent was cleaved at the tumor site. We know it is low in the blood, so that box can be considered ticked, only how well it cleaves is the remaining question.
There was a link on this bb to Avactas study in mice or rats, can't remember, but the dox percent seemed about 30% in the best cases, and much lower in others. They were able to get similar levels in artificially fap enhanced environments similar to straight dox, but that's not real world.
So, a measure of how much in the TME is the key, "therapeutic" or "much higher than blood" are very encouraging, (hence "it works"tm) but a tease.

A thought experiment, down side, assume say one percent of given dox total found in blood, much higher in TME, 3%?, 10%?, 30%? Is 3% therapeutic, or "significant"? I guess so, better than 1%, but would need 33 treatments to equal one dox only treatment, and a whopping 300 plus to get to or exceed the MTD of straight dox! Hence DE.
Thought experiment part 2. DE is at 2x normal dose, further DE finds can get to 3, 4 or 5 times without cardio side effects. Treatment can be quicker intervals too, say 3 to 4 times normal dose, every week instead of 3 weekly, now we are talking. Does anyone know how often the P1a trials were administering?

So, best case scenario, much more 6k into patient, minimal to no side effects, would need roughly 10% of the dox released at straight 60-75mg for same amount to the TME, same time frame, but triple doses. Of course the maximum lifetime could be exceeded, but how many treatments are practical?
For me, getting an answer of 10% or more, winner winner chicken dinner, low single percent? hmm, maybe more work needed. just my laymans view

P.S. While I have been composing my thoughts, the SP has come back, but I have half talked myself out of par

I like many was hoping for a RNS today, but tomorrow would be a more logical date.
Either SD will be revealing market sensitive data, or just basically presenting info we already know to the attendees.
If new details, I would expect an RNS, if just a presentation for II's, then not.

I am tempted to give my thoughts on where we are from the Jan 17th RNS, but would end up being called a FUDer, as this BB has become quite tribal. Roll on SD!

Luke, "tolerated and is activating" - I'll be doing summersaults!
As has been discussed here many times, we can be pretty sure it is tolerated well, as cohorts have got to 4.
As I read it, the RNS does not have to mention activation, or successful cleaving, Dox found in the TME etc, but hopefully it will.
At this stage, I couldn't care less about details of efficiency, any news that they have found dox in the TME, will send the SP well over £3 I would imagine, maybe not in one day though!

I am looking forward to the RNS next week, but don't care if it's Jan 31st, as long as there is a hint dox is being delivered.
We know from the logic endlessly discussed on this board, they are happy with the dose tolerability.
I would like a bit more than the usual AS bit of leg "very happy with trial data, details on science day"!

earlstone, entirely possible.
This is my theory though.
Fiona said in an interview about ava6k "delivers a drug". The official line is of course AIMS to deliver etc. Cue much excitement on twitter Sunday, and SP starts rising this morning.
It then transpires she will be talking at the event on the 5th Nov, without looking it up, I can't remember if before or after the "delivers a drug" statement, but this combines to turbo the SP.
Avacta notice, and quickly RNS "no new news on the 5th".

The funny thing is, this reverses some of the rise, but they didn't (couldn't?) disown the "delivers a drug" statement.
So this coming weekend is basically a promotion exercise, fine, as others have noted, would they bother if it was a fail, which they will know by now. .
I've been anxious in the past, as I've topped up so much I'm well overweight AVCT, but I'm more relaxed as time goes on. Not long to wait anyway

@Profcheese, I've been wondering that too, if the trial news is good, and SP would then rise, why did the board not wait until then for the fundraise, they would have raised more money, or had less dilution.

No, I don't have an agenda, I'm just a confused punter who doesn't understand why. I've taken up my open offer shares regardless, because AS is making all the right noises that it works. Not long to wait now. .

Hmm, obviously great to have cash and buying a profitable company, but why now with P1A results out soon?

As the share offers and bond price was based on current SP, why not wait for the expected good news to raise the SP first?

Well I haven't posted for a while, but disappointed that this BB seems to have turned tribal, and a bit nasty too.
I have learned a lot reading posts in the past, but this time got insulted for posting what I thought relevant info.
I won't argue with the posters who are paranoid about people with agendas (rampers, derampers?) but Timster, yea, I'm the worrying type, because every time the SP has dipped, I have topped up, and am rather overweight AVCT.
Got let down by the LFT farce, hopefully AVA6000 will come good.

Behind a paywall, so I'll just post the headline, has this been seen and commented on?
‘Miracle’ herpes treatment eradicates tumours in terminally-ill cancer patients
The genetically-engineered virus is injected directly into the tumour where it multiplies, causing cells to burst from within
The piece says a quarter of the 39 patients trialed, showed improvements, with some becoming cancer free.
Obviously any working treatment is great news, but I'm worried if Ava6000 might have competition (hence worth less, see LFT debacle!)?

Agent B,
While I am unsure whether there's a link between the news about monkey pox, and the WHO vote, I am not happy about that organisation taking over sovereign decisions.
But short of writing to home sec/ MPs, not a lot us plebs can do.
It is a sinister step, because of the WHO history on covid, where they covered up for the Chinese.

I Have not been checking this board lately, seems we get a SP rise if I hide my eyes!
But the first thing I thought when I read the RNS is "oh no, don't get into bed with the Chinese!"
Regardless of if they can be trusted or not regarding IP, (some past evidence suggests not), I am now just waiting for the expected rise if the AVA6000 trial data comes out as we all hope, and Al has been hinting at.
It would take a year or two for the Chinese to copy any tech, if they were to, by then I want to be out.
It's a shame, because I wanted to ride Avacta all the way to buy out, or divi paying maturity.
So far I am on a big paper loss with POLY, and it has taught me to be very wary of investments outside 5 eyes countries.

Reaper, I'm no expert either, but my understanding is there is no point going long and short in the same company, the one position cancels the other.
There may though, be some advantage by buying or selling into the market at a time and quantity that would gain a profit I suppose, maybe that is the game?

I don't envisage a cash raise this year, and by then we will have more (hopefully good) news on AVA6000.
I suppose we will have more idea when the accounts for 2021 are published.

The SP doesn't surprise me, I have got used to the crazy world of the AIM market!

Thanks for explaining Energy, I have been worried about any potential takeover bids being too low with the suppressed SP.
My only hope regarding that scenario, is that
a/ The board recommends against, and a lowball offer is rejected.
b/ As it would have to be voted on, if too low, the majority vote against.

Hopefully this is all academic, as I am with the really invested here, that are waiting for a sharp rebound on positive AVA news ??

Eneryshares, can you explain to me your statement, and how this works,
"This roadshow is all about bringing in more II’s so Avacta can leave this poor AIM market"
Genuine questions,
I understand this roadshow is for IIs, but do they get offered new shares, if so that would dilute existing shares.
If just to raise the company profile, (and they buy in the existing market) sure, the SP would rise, but as AVCT are funded until 2023, how is the effort justified?
By then we will have AVA news, and if positive, then that would raise the company profile anyway.