RE: AVA600031 Jul 2025 12:55
Good to here this again from our CEO, worth a listen :
https://x.com/i/status/1950875020915274137
$6bn pa is also insanely conservative as a peak sales estimate for #AVCT's AVA6103, if it merely replicates in humans what it has achieved in pre-clinical models to date (>90% complete response rate, across an array of tumor types). And we know from AVA6000 that pre|CISION molecules are likely to perform better in man than they do in rodents (lower levels of FAP circulating in bloodstream, etc.).
Peak sales for AVA6103 could easily be >5x what is being forecast for Enhurtu, given:
1) the much greater prevalence of FAP relative to HER2, across the spectrum of solid tumor types; and
2) the superior targeting of the pre|CISION platform, relative to Enhertu's targeting system, the monoclonal antibody trastuzumab.
How do you value the wider preCISION platform; capable of serving c.90% of the solid tumour market??????
Who knows ?????