Member Info for Toukankahmoon

Energy

So you continually urge us to believe the comms out of Avacta until they don’t support your current theory. CC has said they are taking AVA6000 all the way and following drugs are to be subject to licensing deals.

So why do you think she is lying?

Yep Myles has bought back in and is ramping again.

Avacta have said no TO but hoping to start licensing further products starting 2H25.

And Ice, targets are slipping starting with end of arm 2 which was due to complete in 1H24 originally.

But I accept that “it works” but it’s a long way off making me rich.

JT

See Bella’s post

Considering ADCs + Precision ought to be the dream team it is odd that nothing seems to have come out of this partnership. I guess with ADCs being the current fad, they are concentrating all resources in that direction. Seems short sighted. Avacta could give them a significant advantage over the rest of the herd.

JT

Excellent thanks for posting

Tim

But sadly none were yours🤣

F3rd

Gotta be because according to webinar we’re on schedule to finish arm 2 by mid year.

Happy with poll and lots of us replied. But I now have to happily admit that there is little reason to doubt that AVA6000 works. The issue is when we will make any money out of it. Hopefully a licence deal on 3996 will push up the SP in 1Q25

Certainly the probability of making money has improved now we are clearly looking at licensing 3996 and the following pipeline rather than TO scenario. But anyway Pom Pom girls keep telling me I’m not invested and that I’m still saying it doesn’t work, if that amuses your juvenile little minds.

FFS the argument isn’t about whether it works, it’s about when we are going to get a decent return out of it if at all.

Cj62

“It was an extremely good post”

Really?

It regurgitated old info and then had an unnecessary rant at the end. Hence my comment

But I’ve got used to you reacting badly to anything I post. Anyhoo, as long as it amuses you.

Tim

Even though it directly contradicts the timescales that you’ve been predicting for months. You are so juvenile

Almostrich

Calm down dear🤣

License deal on 3996 maybe in early 25 ?

But the good news is confirmation that they are looking for license deals on the pipeline which could be the early news we need to boost the SP earlier.

“Final selection of Phase 2 indications (based on FAP positive disease and anthracycline sensitivity) is anticipated in 2H 2025 which, together with delivery of final Phase 1 data around the same time, should then enable commencement of the Ph.2 study”

Sounds like 2H25 for start of P2. Which fits in with the reported progress but pushes timeline back at least 6 months.

Big surprise is that it is still talking about going alone which knocks a hole in my Novartis TO prediction.

CTSFO

Yep. Pretty much where I am as well

Wynd

Sadly I agree with most of what you say. But my own personal prediction is that Avacta have been in talks with Novartis for a long time and Avacta will be a division of Novartis before 2025. I am concerned about how much money shareholders will get.

GLA

Wind

Neither, it was a stipulation from Novartis to provide funding to the point when arm 2 results are in and they are happy to buy us. The price had to be low enough that it was attractive enough to investors to raise enough capital. If this delivers and Novartis buy us then SP is immaterial.

VS

Yep Gordon’s bro