Member Info for WelshFalcon

AVACTA 500 million m cap couldn't be bought outright for around 5 billion

There you go - I've corrected your statement for you.

Oh my!

I seem to have touched a sore spot - it looks like someone needs to slap me down.... not fitting your agenda?

The validation is in place now - from the best partner you can have, the FDA.

To allow us to progress to full approval with the ONLY and primary endpoint of PFS is a massive validation IMO.

So, I know AVACT has said that 6000 will only progress with a partner.... but...

Now we have a much cheaper (cash and time) route to full approval with the agreement with FDA. There is no longer a need for a full phase 2 and phase 3 to gain approval.

The costs are now much more quantifiable and the timeline reduced.

With these changes in mind , I wouldn't be averse to CC saying, 'Well chaps, we don't need a partnership any more - we can achieve a large enough raise for the SGC trial and go it alone to reap all the rewards..."

Now wouldn't that be fun!

I am, however, mightily miffed!

My long awaited sizeable tax rebate hasn't yet arrived - it was due this week!

Guess where it was earmarked to go?

Boat missed perhaps....

Well, its effin' marvelus IMO.

Not only validating data, but a path to full approval with only PFS as the endpoint. Couldn't be any better!

This demonstrates a good communication and relationship with the FDA which bodes well for all future formulations...... This will be seen by potential partners - biggly!

Also with the much touted involvement of potential partners, I think we should expect at least one BP to pop their head above the parapet very soon. The prize for SGC is in sight, plus other indications will follow in short order.

Agreed, I have just raided the 'back of the sofa' cash to get another top up - amazed to get under 80p.....

That'll be AC/DC's Whole lotta Rosie, then....

thanks @longbull(****), so very helpful. but you don't know my finances!

i only had the cash available over the weekend and this is the first opportunity i have to top up. if i had the cash earlier i would have done so - and at a better price.

twerp!

I've just done a top up - frustrating!

If any of you are looking at a top up today through Barclays smart investor, you'll need to call them! Long wait in the phone queue too 45mins for me!

on both their app an website trying to use the smart (sic) investor brings up a system error, likely to be all day I was told!

Frustrating on this day prior to Science day fun and games.... Ho Hum.

Happy Falcon, good news.

Only a 9.5% discount, and I expect it will be filled very quickly too.

Only an 'A'?

At least an A+, surely!

All of the above - bidding war....this year (Q3 probably). Value - lots!

In naval parlance this is a shot across the bows.

"Hello, we are over here.....your move sonny" < that sort of message!

Opens up the market to include all patients that would normally be not treated / decide to be not treated due to toxicity and a preference for quality of life for the short remaining time left. All these will be able to make a different decision - how much will this increase the market?

So.... you have the opportunity to partner on a drug that will likely replace standard Dox, and without any dose limitation to boot!

In short order you can capture the complete Dox market, Oh My!

Best and final offers, please.......

They tried earlier, but have been drowned out. Last seen hiding behind the sofa.....

Much better than that @nursesteve, once approved, this will replace standard dox as the new SOC.

This alone will sharpen the pencils of the potential companies looking to partner.....

Removing the dosing limits is a huge step, it is a partial validation of the platform and will allow Avacta to demonstrate how effective this really is.

Fantastic news. Happy Falcon!

@B2H... The 'Trump effect' way well explain the longer timeframe (your 9 months)!

They have suffered all sorts of manpower pressures (Doge etc.) and a long shutdown due to brinkmanship with congress over budgets.... It does gum up the works, somewhat!

Past performance is not....... well you know the mantra.