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@roundhowe thanks.
in follow up they seem keen:-)
https://www.investegate.co.uk/avacta-group-plc/rns/issue-of-equity/202102020830016886N/
does anyone have details of how Precisions is licensed by Avacta. What payments would be dues to Tuftts and Bach, if any ?
looking into the past I found https://www.thepharmaletter.com/article/avacta-rockets-as-it-inks-deal-with-bach-biosciences-tufts
it's a bit of an odd release as it mentions conjugate affimers but not FAP tech.
other releases it say licensed rather than jointly patented.
How would such a license work normally ?
https://avactaanimalhealth.com/
It’s mentioned in annual reports I think but is small beans.
Rb40, thanks for polite correction
Have to admit from text in RNS I had assumed small clinical trial was Spain and that lab tests had followed up due to some issues. That’s just an assumption, it’s not clear when issues where known, at least to me. I might be just being paranoid. :-)
Cheers TL
As reported on 15 December 2021, the AffiDX® SARS-CoV-2 antigen test has been shown to detect the Omicron variant of the SARS-CoV-2 virus in patient samples in a small clinical study. Whilst the AffiDX® antigen test is effective at identifying high viral loads of Omicron, further laboratory analysis…..
Errr
Fund raising
Saliva test
September RNS when likely knew about antibody issues
Given Spain partner would have released the data not sure he had a lot of choice. Same goes for fund raise, good move, but not exactly a straight bat given statements prior.
But yeah he’s pretty good at sugar coating bad news.
Normal growth curve if expected value materializes will attract new II.
No point waiting for the results, and then panic to maximize interest. Get II ahead of potential news curve. II have a lot of choice so start creating share demand.
The only thing I infer is that there isn’t known bad news coming.
I’m Confused. I’ve been studying the Greek
Alphabet harder than an future PM in detention. Now we have sub-variants with another naming convention …oh the horror.:-)
puggle, great friday question. Interesting to see other peoples thoughts. Snaps for Puggle !
my humble thoughts (yes I said humble).
I think valuation will change over time and depend on how many candidates for end product/cancers targeted and how they get thru trials. AVA6K is interesting thou, does the fact iDox is already our there change the valuation path. I am hoping it does.
2 year time frame 1B+, 4 year 4-6B+
Avacta also have a second/third Tx string to their bow of artificial antibody like action/interfering with how cancer cell hide from immune system. This will hopefully buffer bad news a bit, although given decline from 280, maybe not. They also have a bunch of partners working on solutions too, but they too may be a long time coming to market. Too little info to make strong case for higher SP than is there today, bad news from partner could be a kick in the nadgers, and a buying opportunity for case above.
so for TX, PL might be buying a massive ocean going yacht in 2024, he's promised us all a go, or it might be a quick trip in a park row boat with some Super Strength before joining Mr R down an alley for the night shift end of 2022.
https://www.cancerresearchuk.org/about-cancer/find-a-clinical-trial/what-clinical-trials-are/phases-of-clinical-trials#:~:text=There%20are%203%20main%20phases,Some%20trials%20are%20randomised.
Hang about here, chew the fat, react only to real news, ignore everyone, try to annoy Marik and his alter egos.
for my own evaluation I consider Dx to be near 0. Not because of the tech but because the company has had over a decade to make some proper money and has failed despite a global testing crisis. It implies an inability to run a DX business. Doesn't make them bad, people, doesn't mean they don't work hard. Doesn't make me a bad person for having a different risk profile to DX then someone else. Be interesting if anyone here for short term DX gain (might happen, good luck if you are here for that, bigger spherical body parts than I have)
good question, insert thumb up emoji.
thanks. Anyone on this BB going, who could share impression of the meeting etc. Be cool to know.
anyone have a link or info ?
S83 please feel free to put me in your green room. That will keep you happy
Every time Marik talks horse **** and makes up “information” IMHO, I’ll try to point it out. It stops the bull**** spreading to every other thread. You may of course feel my opinion is wrong and why Marika is right, after all it’s a BB.. Happy to discuss why that is, welcome an opportunity to learn. That keeps me happy
Win win.
Lots of love TL
talk about making a mountain out of a molehill.
The way you put it Marik is that without the "data" supplied FDA would not have moved forward. You then imply it has reduced the risk of investment.
Does FDA know about p1, yep. Was the enough data to make any conclusion other than the limited dose (90%) and a couple of cycles max, didn't have a significant or unexpected side effect so bad that they were unhappy.....nah.
Marik how much data do you think they need before making a conclusion, how much is significant. Why do you think more than one patient is included in the trial. How many data points do you think are needed to make any conclusion ? sk his Lordship why he ignores those basics (see below)
Marik et al, ava6k is full of promise, it could change peoples outcomes in a major way. This is gonna take sometime.
my only conclusion is you are trying to pump and dump.
Marik, no need to pump and dump, this thing is up and down like a *****s drawers. Of course if you got your timing wrong that would explain your desperation to make every little titbit of information mean way more than it does.
https://en.wikipedia.org/wiki/Phases_of_clinical_research
its a good point, less stuff, more often etc etc. I've always assumed that phase 1 is basically can we give this to humans in any meaningful amount without bad tings happening, and other phases work out the most optimal regime. If it looks like a miracle cure, I think there are ways of getting to new phases quickly (would bloody hope)
not an expert
Hullaballola, good to see that you enjoy Mariks made up information as much as the rest of us. I'm more for Nordic Noir detective stuff, but a quick read of Mariks posts always helps me feel rainbows and unicorns are really are out there.
FDA probably has no data re phase 1, the trial started after Marik "out of his arse" date. FDA moving forward didn't need a prerequisite that indication were ph1 was successful- That said if patient (who is likely very sick, my fingers are so crossed for them, best luck mate), and a huge adverse reaction, there may have been a pause. All we know is currently one patient being dosed. Result unknown.
Risk hasn't changed from before trial data, but it's one hell of a payout if it works. I think it's a buy, but not cause the FDA has seen anything about ph1.
Sorry to be Marvin, I think Marik enjoys the attention, so keeps posting any old *******s just so some one speaks to him.
Hopes are high.
ps Marik say high to his Lordship, ask him if FDA would have need ph1 data set, thinking for yourself is so important.
Point
Similar risk profile
Marik would appreciate if you could outline what top line data includes. What is the nominal value and what do you consider to be exceptional. Where is Avacta on that scale (para 4).
I think antibody usage came from a third party brochure, but not sure. Most of us kinda knew. I think the weakness of it wasn’t appreciated by many, not even his Lordship mentioned it. Avacta certainly didn’t, not sure when they first mentioned it, abs information from company should be better than from a BB. Finding a new antibody might be quick but I have yet to see guidance from
Avacta when the test might go back on sale. Appreciate if you could expand your thoughts on why a rough timeline for that eg q2,hasn’t been given, if as you say it’s basic science. What reason for withholding such info?
Para 5. Are you saying that IND from FDA could only be given if cohort 1 data was supplied. Could it have been submitted before this data was given and still had approval. Very interested in your (and his Lordships) view on this.
Pre-clinical data was in mouse model. Let’s hope human reacts the same. Fingers crossed.
Given many of us have been above 2,50 I hope that stated target is well and truly blasted through.
As always, love your posts, they are the cuddly puppy posts of the Avacta board.
Yours as always Marvin, paranoid Android
other side effects
https://reference.medscape.com/drug/velcade-bortezomib-342256
was wondering what side effects so turned to Mr Google. Found the following link.
https://somepomed.org/articulos/contents/mobipreview.htm?13/8/13451
Velcade could goto grade 5 if treatment continued.
must have a setting for the old meat flute, always plays a delightful tune.
top, thanks.
Mr R...you owe me a keyboard, this one had tea sprayed over it.