Member Info for Toukankahmoon

Icecool

I am not saying AVA6000 doesn’t work. And today’s RNS has derisked my investment to some extent.

But I want to know how much dox is being cleaved. And you know I keep saying this.

Say it was so well wrapped I couldn’t get it all out before it blew away in the wind?🤣🤣🤣

Alex

Thanks you made me laugh 😄😄😄

Just because Amazon says my parcel has been delivered it doesn’t mean it will work when I open the box🤣🤣🤣🤣🤣

The observant will notice that I’ve moved my opinion from “hold” to “weak buy” based on today’s RNS.

The platform works but it still needs approved products to gain any benefit. The IPO of the platform by itself doesn’t seem to be impressing investors. The most accurate description of where we are IMO is “AVA6000 works (to some extent, in some patients“. It’s now a waiting game - WEAK BUY.

That’s cheating. I’m not arguing that the platform works. Perhaps that’s what Tim means when he says “it works “. Oh well. I care less today because one of my concerns has been put to rest. Just a waiting game now hopefully. 😄

To repeat:

I asked Timster to stop continually saying “it works” because we’ve got more months and efficacy trials before we can say that.

I started by saying finally how relieved I am that arm 2 has started and that we have definitive timeline targets for “P1b” and P2.

And I moaned about AIM because SP hasn’t reacted (upwards) as I thought it should.

Let’s see if it gets deleted again.

Alextalk I follow my own rules one of which is not to invest more than I can afford to lose. That said Avacta makes up a larger proportion of my investments at 20% than I would like but I expect to make some money longer term but no where near the silly figures talked about on here because Avacta have a whole pipeline of drugs to develop on this platform.

Icecool

If you read my posts you will see that I’m not trashing Avacta or AVA6000 or saying Al should resign like some other posters.

Just trying to make sense of what’s going on. I don’t understand why you have such a problem with that.

Cj62

I agree. In fact I agree with most of what you say. But efficacy hasn’t been proven. That is the only thing I’m saying. Not that it won’t be proven. We have to wait for end of P2

It’s not a foregone conclusion

More likely than Avacta hitting £1 tomorrow 🤣🤣🤣🤣

Crowfoot

It isn’t black and white. I’m not saying it doesn’t work. The most likely thing is that the results aren’t as predictable as had been expected and there is a lot more to be done on tuning the dosing regime.

Icecool

That is good but what some are refusing to recognise is that there are still high risks:

1. Does it work well enough across a large number of patients

2. Will it generate enough profit to support development of the ensuing platform and pay us a decent dividend

3. Will BP buy it and any profits be watered down supporting the rest of their product range.

To me it’s still not worth losing my shirt over.

Gje306

I’ve never argued that it hasn’t been released to the TME or that patients have died. What I am considering is the reasons why we might be where we are and one of those could be slower than expected cleaving in patients with certain characteristics

How does it compare to 1540mg/m2 ?

Just asking

For a friend

Smeag

If MTD in mice was 2mg/kg then what are the equivalent doses in humans in C7?

Jeez this is painful. It doesn’t say how much other than therapeutic levels whatever that means. Presumable any amount no matter how small is therapeutic because we know the effect that dox has on tumours.

It’s all down to Al’s propensity for ambiguous phrases. And up to now it isn’t the most positive interpretation that has been how things have turned out.

Hje306

Exactly my point. And how many out of 40 patients were biopsies performed on. Just 4? Or were those the good results only?

Buen

Burn

Exactly the message I am trying to get across to the “it works” brigade. It is far from a slam dunk yet.