Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
What is a post marketing trial?
. . . or could it be that there is just no news?
Gje306
I stand corrected.
Captains
Shows what a liar you are. Cut and paste the post where I predicted 20p. I’ve never said that though I’ve frequently challenged those that have said £20 next week.
I was expecting FOMO Friday but now I’ve missed the opportunity to sell at 56p earlier in the week.
I admire your continuing optimism especially given what has happened over the last year. Though you do say “if”.
AACR will just present December data. Nothing of significance has happened since then.
How have you drawn that conclusion?
WeareGroot
I love to see people say it’s not Al’s fault that AVA6000 is more successful than he expected.
What? So he didn’t expect it to work as well in humans as it did in rats? He didn’t realise that because there was little escape of dox into the main bloodstream that OMD would be at a huge dose level.
And he’s an excellent scientist. Do stop all this excuse making.
. . . and still the fantasists ramp on about NDAs and the like stopping us from hearing about the exceptional results and incoming deals.
You don’t get it do you? There will be no news until Arm 2 data is published.
GOz
For this to be the success we want it to be, it is going to have to shrink tumours and not in just 3 out of 40 patients
Gosushi
I’m with you. EGM will just be formality to get raise agreed. No progress report. No new data.
AAACR will not provide new data.
Next pivotal moment will be when arm2 data is released in 3Q24 maybe
Timster
Please shut up about the ribena scare. It isn’t funny neither is it an accurate reflection of my concerns about AVA6000 efficacy.
I’ve asked you several times what your take is on the events of last six months and how (based on fact not wishful thinking) you expect things to play out. And all you do is p*ss about.
I think HOLD is the best option for next few months to see how things work out. I don’t want to sell on current paper loss and buying more right now when we don’t know what issues are being worked on to get this right is only for greedy people with deep pockets
Banerji would be there anyway even he wasn’t presenting for Avacta. It’s one of the most important oncology shindigs. He needs to meet up with his mates and see what else is going on.
Are you referring to my elephant in the room thread?
No. It was Neil and Fiona who said 50p raise over our dead bodies 👿
Looks like my theory of too slow cleaving rate versus to high excretion rate (ie too short half life) may have been the issue and the reason P1a is going on so long. Let’s hope that they have fixed it.
If I had been in talks with Avacta about a deal , then I wouldn’t take kindly to having to stand in line at a conference to talk to them.
AACR is just an industry bash. With any luck it might get some press coverage for Avacta but the pivotal moment (up or down) will be on release of arm 2 data which the positive thinkers are saying will be mid year. I think this is a tall order if dosing hasn’t started yet.
Now I’m really concerned because I agree with both CTSFO and Thornogson
CTSFO
Great post. Thanks
What facts are you expecting in terms of C7?
I’m hoping for full data for all patients and a good number of case study summaries. My concern is that I think these would have already been available to potential suitors and haven’t been compelling enough for anyone to get their cheque books out.
I think arm 2 data publication will be the game changer.
Interesting and may be why sorting out an optimum dosing regime is taking longer than expected.
I still think that there might be a large variation of cleaving rate of AVA6000 versus excretion rate across different patient characteristics. Meaning different amounts of fox are entering the TME. But I’m used to being shouted down on this even though it is a fair possibility.