Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Exactly, AS felt comfortable to sign post 'Efficacy' in the RNS 1 week prior to AGM. He has deliberately drawn attention to the topic, a topic that previously he was reluctant to engage on.
13:00 AVA6000 Review of Public Domain Clinical Data.
I will go further.... I think the RECIST data might well surprise the market.
Doubtful AS would include reference to it unless it was 'black and white' akin to the biospy data, otherwise he would be best advised to stick to the positive safety profile rather than introducing the topic of efficacy.
Not sure why so many get so stressed on the placing topic.
Ava6k is performing better than any expectations and has proven the entire pre|CISION platform.
Any furure placing, whether imminent or not, should not be feared at this stage.
If ava6k was a dud and the BOD stated no imminent placing you could rightly get stressed but that's not the case here.
I actually hope we do get some new II on board soon as we need strong hands to ensure AVA6K reaches its full valuation at buy out (which is fast approaching imo)
To be included in the trial, Patients had to either have relapsed or progressed on SoC treatment or be intolerant or nonamenable to SoC treatment.
The fact we have 'several' patients continuing due to no disease progression is truly 'remarkable'. The significance of this is huge and Im sure the market will start to comprehend during the days ahead.
Key Inclusion Criteria:
* Patients who have either relapsed or progressed on SoC treatment or are intolerant or nonamenable to SoC treatment..
Experimental: AVA6000 Phase 1a
*Patients in Phase Ia will receive escalating doses of AVA6000 following a 3+3 design, commencing with a starting dose of 80mg/m2, once every 3 weeks (Q3W) starting on Cycle 1, Day 1 (C1D1), until disease progression..
https://classic.clinicaltrials.gov/ct2/show/NCT04969835
As things stand, all data obtained so far (pre clinical and clinical) supports the theory that AVA6k will be confirmed clinically superior vs straight dox (as per the DR Tap statement, at this point, AVA6K becomes standard of care overnight).
At the point clinical differentiation is confirmed beyond doubt (e.g. at completion of phase1b) Ava6k becomes a multi billion $ blockbuster asset that will be in demand from >1 entity. Demand from >1 entity = bidding = valuation that could be staggering.
We are not far away from being able to fully validate the clinical differentiation. With data on hand, we can assume very confidently that Ava6k is already proven to be clinically differentiated.
Has been said many times but there is no other share globally offering the Risk vs Reward that is offered here.
'The emerging positive safety and pharmacokinetic data from the study support the potential clinical differentiation of AVA6000 over doxorubicin. This includes: (i) higher dosing of AVA6000 compared to standard doxorubicin, (ii) more frequent dosing of AVA6000 compared to doxorubicin - doxorubicin is typically dosed every three weeks in order for patients to recover from the side effects of treatment, (iii) the ability to administer many more cycles of AVA6000 compared to doxorubicin'
There is a massive & rapidly growing gap between the AVCT MC and the preCISION asset value.
Many early-stage pharma assets (single assets, not platform techs) have been selling for multi billions.
I doubt there is any single asset out there that is as exciting, as low risk, as groundbreaking, as valuable (TAM) as AVA6K, never mind preCISION as a whole.
The huge valuation gap has to close soon.