Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Yes and in the presentation AS mentioned that mice had more FAP in the blood than humans, which works in our favour. FAP is in high concentration in cancer tissue and lower in blood, and FAP activates AVA6000, that’s how the targetting works. If there’s more/enough free flowing FAP the drug may activate elsewhere. Surprised nonody picked up on this!
Excellent, shows how data rich the trial results are going to be, as the company keeps saying! Also encouraging to see two new/previously unseen animal models showing efficacy as well. What I find especially (possibly) telling is that they sent very senior people present (NB chief development officer and FM chief scientific officer). Often this task is delegated to junior staff/phd students who carry out the lab work and report to the seniors. Was the case for the last few posters the first author/presenters were not senior Avacta staff https://avacta.com/about/resources/posters/
Another tidbit I realised the other day is that her sister appears to be the head of test and trace scotland.
GLA LTH
vr
Just worth pointing out that this looks like this is from 2021, given the file name. At least different title and author list (no FMcL) than what was RNSed, so not sure this is what will be presented as someone on tw is saying.
Vr
Of interest
https://www.nature.com/articles/d41586-018-05890-8
Specifically
https://www.sciencedirect.com/science/article/pii/S092375341934966X
(TLDR, PDX models are good indicators of responses to treatments)
One question I'd ask if I were at the conference, is why the doxorubicin on its own had no effect? As it's an established drug... Maybe the dose was too low, but the same dose through AVA had a significant volume decreasing effect. Would be fascinating to have a little more than just the breadcrumbs, but this is what an abstract is, high level overview. Maybe they will make the poster/presentation with more details available online. Exciting times ahead.
GLA LTH
vr
yes, did I say it wasn’t? companies are very peculiar about sharing things publicly, so far all the 6000 info was just from them via investor meetings and not through a curated conference or a journal etc. conferences don’t just let anybody present, they have to apply and get accepted. it’s a good sign, by no means world changing yet but definitely the right direction imo.
vr
it’s worth updating the market if a peer review process deems this appropriate to be presented at an international conference. they also wouldn’t submit this to a conference at any random time, companies are very peculiar about timing of public sharing of what they are working on. it seems this is the first “external” validation or public sharing of the results? or have there been any publications or presentations (other than inverstor presentations) talking about 6000?
GLA LTH
vr
They see the PK data as it is coming in but can/will only release it at the end of this phase of the trial as it makes no sense/ethics for it to be drip fed. Just how they wouldn't update the market on every single LFT they tested in a 100 sample study, but only report the final number? Not that outlandish of a concept really, if you ask me.
Another telling thing from that video clip is what is said at the end of the video.
"... So we have the next 3 (velcade, oxaliplatin, paclitaxel) in the pipeline ready to move forward rapidly when we see those data"
They saw the data, and what do we have here? https://www.lse.co.uk/rns/AVCT/second-precision-pro-drug-candidate-selected-nf1gtw1ehjqcqyh.html moving forward with the first of the 3 other aforementioned drugs.
gla lth
vr
Thanks for clarifying, was not implying anything. Agreed, have seen HL to be holding a lot (I guess from all the PIs) in a previous holder register and they are absent from this list. No stain on Myles, as his research helped me on my first purchase on 18.03.2020 at 15.5p. And even if he wants to/were to sell, props to him.
GLA LTA
vr
Don't trust anybody hiding behind an avatar about what they tweet or post, especially when claiming to be buying many hundred K worth... joe hond the uber ramper appeared when the SP first started declining, similar pattern with this tout person? First the ramping then all of a sudden threatening to sell? Why the change of heart, when the whole deal was to wait until trial progress, and we all know it will take a couple more months? Also kept claiming to top up at certain prices, but none of the trades show the exact price quoted. Just try to ignore the noise (ramps and deramps). Don't fill the communication "void" with uninformed trash. Just because we aren't getting an update every day or every week about every single step doesn't mean that there is no communication. The LFT has also not been written off, I don't get why people are stating this as if it was fact (obviously the situation could be better, but do not blow things out of proportion either).
Quite understandable that the SP is taking a hit, LFT on hold, war situation hitting the markets, add to that that AIM is super volatile, shorts probably don't help, and obviously MMs are just taking the mickey and take advantage of FUD. Value driver requires being patient for a meticulously carried-out clinical trial with life-changing potential (or update to a diagnostic tool which also is not instantly achievable)? People complain about ethics being followed (meaning no communication about an ongoing trial)? wtf was that question by PH, you just don't do that, the derampers will just cling on to that. Holding for extended periods on AIM? Get out of here, people just want a quick bag made in a week and if not chase the next hashtag business they have no clue about. It's a painful time, yes, you have to be patient, yes. Is success guaranteed, no.
GLA LTH
vr
also, i believe the F1 and dice score are the same, yet they give different numbers for both evaluations, a bit shoddy
https://en.wikipedia.org/wiki/F-score
"The F1 score is also known as the Sørensen–Dice coefficient or Dice similarity coefficient (DSC)"
https://en.wikipedia.org/wiki/Sørensen–Dice_coefficient
Other names include:
F1 score
Just another clickbait article, it doesn't even cite a scientific journal article for people to criticise/check. What are the 3k images, what are the demographics, how many cases, how many control, how many are omicron, how many are severe, how many are mild etc. 98% on what, how many were used in training, testing and validation? These models are easy to get to "98%", especially if you're not being thorough. I'd completely disregard this. We are so far from clinical application of AI in these sorts of things (also, willy nilly x-raying millions of people? never going to happen). I know quite a bit about this. https://www.technologyreview.com/2021/07/30/1030329/machine-learning-ai-failed-covid-hospital-diagnosis-pandemic/
self-edit pre posting the message: here is the article https://www.mdpi.com/1424-8220/21/17/5702 ... i mean, they do a test on an unseen dataset of... 100% COVID cases? they didn't test on any "healthy" controls? lol, so no way of seeing how many false positives are predicted... as i said, i'd completely disregard this.
well, not like they were selling like hot buns anyway. Remember how fast they were to generate the affimers back in 2020, now is the time for avacta to shine and hopefully use this to show the future-proofing against future variants through the speed and ease of affimer technology. that will also make future sales, when they happen, much more impactful if our test is the best one against the latest variant. there was an article in the guardian a few weeks ago how omicron is escaping some pcr test, imagine if meduflow/affidx doesn’t have that problem. first to market would have been amazing, no denying that. anybody remember nokia and blackberry 10-15 years ago? the best products are generally not the first products.