Member Info for Timster

Well worth a listen nothing new really but a great interview. As you say it's before 6103 is in the clinic but CC saying they would quickly know if the mechanism is working as they will also have biopsies again. Great stuff

Millionaires by Christmas

~24:25 Re AVA6000 - ‘any kind of breakthrough … fast track?', CC – “stay tuned …”.

Hmmm

They won't rns every patient as there are 144 planned.

They may RNS dose escalation though as that's a nice indication that all is well.

They were rather good! And human responses of AVA6k were better than animal models.

The patient dosed with the beast 3 weeks ago will hopefully be seeing some response. Although I'm guessing dosage will be pretty low initially.

Very well deserved, she's not put a foot wrong so far.

Https://wondermark.com/c/1062/

Glad you bought up half life again it's a big concern that needs another round of boring "discussions"

A good thread now about to be ruined

https://wondermark.com/c/1062/

Wow snap that was uncanny.

They are obviously working very closely with the FDA (lifetime limit removed)

Wouldn't their be a point when the FDA would suggest for Avacta to apply? Or doesn't that happen?

Just thought I'd change the subject and start the build up to AACR.

End of next week, two posters on show (or did they sneak in a third)

AVA6103 is a FAP-enabled pre|CISION® peptide-drug conjugate delivering sustained release of exatecan in the tumor microenvironment with potent antitumor activity

Characterization and translational development of novel pre|CISION® technology compounds delivering complementary dual payloads to the tumor microenvironment following FAP cleavage

That link doesn't work for me, is it this though which sums up wynbore perfectly

https://wondermark.com/c/1062/

Personally, I think an approach from BP will come before a NASDAQ listing.

But of course that's just a guess.

As the undisputed best trader in the universe once told us, sellers drive the price up so you'll need that tucandoom.

I do find it odd though that point (now Elly lilly) had the first pre|CISION license but did nothing with what they relabeled as CANSEEK.

That was for the development of tumor-activated radiopharmaceuticals though.

Leave LDA alone, he thinks this is an internal Avacta teams channel and we all work for Avacta. Bless him.

No doubt when you look at pre|CISION and the results to date analyse it with some AI it will come up with a multiple billion valuation.

With this latest billion buy out it's hard to imagine it's not worth billions especially with gen 3 dual payloads on the way too.

D'you think the ADC comparison that Avacta RNSd would have gone direct to AstraZeneca/Daiichi Sankyo too. Would it have also made other BPs sit up and take notice?

"I think" CC stated that the next data release from AVA6k was what the potential partners were waiting for.

And 2nd half of this year with early 6103 data, presuming it's good I'd say some serious discussions and offers would be coming in less than 5 years.

Bloody rampers!

I'm not chief ramper that's Alderbaron.

Thanks