Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Icecool
Yes I know but we still don’t know how much. You don’t know how much. They do but they have only told us except in the 4 patients where efficacy has been proven.
It’s all in the dosing regime now to sort out efficacy.
Al has always maintained that AVA6000 is his to the end. I believe he is counting on proof of the platform to bring about an AVA3996 deal.
If only
Gje306
Yes I agree. I’ve been saying this since December and being ridiculed and abused in equal measure for thinking such unharmonious thoughts. Only positive interpretations allowed on here.
MorrisD
“ . . . stopped convincing many.” Really?
The dreamers on here are convinced nothing can go wrong. It works.
130
Well f**k me
“ However, the pK of ava6000 will be influenced by how fast it is converted and how fast it is eliminated by the body.”
Hasn’t someone else been banging on about this on here for months and just getting a ton of abuse?
Yes Timster even I can understand it and have cited it as a possible cause of why P1a has dragged on and precipitated the 2W dosing trials. But hey ho it’s much more fun to ignore it and call me a twat.
“Investigating low concentrations. . “ doesn’t sound promising to me.
At least we’ve stopped the £5 next week TO incoming claptrap 🤣
Ronny
Thanks. Yes I’ve seen that before obviously. Assume you meant slide 17.
Nonetheless it only results for 6 out of 40 patients.
Also what value are you taking as a therapeutic amount? Comparison is very difficult given dose is given in mg/m2 and biopsy results in ng/g. How have you converted this to reach your conclusion.
However one thing I note is that the AVA6000 dosage is nowhere near the MTD in the mouse trials.
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