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With C5 continuing, we know that at least some of the C5 patients are tolerating this latest high dose.

Clear trend between the dose and the dox in tumor. Team Avacta, Dr Tap et al must be very excited to see the latest biopsy data.

Ridiculous original post.

Reaching maximum lifetime cumulative exposure to doxorubicin (or other anthracyclines).

There is a reason AS is confident of Phase 1a completion by mid year - guided as recently as last month.

I guess no issues here...

Should be exciting. I hope we get some insight covering the BP commercial interest.

Hi Rah, Jive et al,

This is exciting. From what I can gather from the AVA6K data released thus far (dox is dox...) we look like a much much safer bet (phase 1b and 2 looks to be procedural (dox is dox, the MoA has been proven already).

Question then...

How did Prometheous command such a high value? Anything Avacta can learn here ? How can we ensure that the pre|Cision Tech achieves a similar value ?

Does the BOD have enough power to bat off starting offers in the billions? Is the current register (packed full of PI) educated enough to bat off multi baggers?

MrRip,

100%. Very silly/Ill informed to be anything other than 'all-in' at this moment.

While there might be other stocks offering short term vs avacta, I'd love to hear of any share offering this level of risk vs reward over next 3-12 months.

Covid was a bad time but it attracted me to avacta and that's going to result in a life changer event .

Looking good. I fancy next week to be quite special.

There is no placebo arm. There will be 3 arms:

1: 24 x patients dosed with AVA6K at Dose level 1, 12-18 cycles
2: 24 x patients dosed with AVA6k at Dose level 2, 12-18 cycles
3: 12 patients dosed with Dox at 75mg/m2, 6 cycles

If you consider the above, success of phase 1b looks nailed on and PIVOTAL for the AVA6K success.

RAH,

That single STS patient was clearly not susceptible to Dox. They had never received an anthracycline previously. So unlikely that patient would show efficacy.

Not true. Simple answer could be that this patient preferred/chose quality of life (e.g. no straight dox/chemo) vs taking straight dox to extend life by xx months but with terrible quality of life due to side effects.

Rah

On the STS patient - I’ve speculated the same. Did a single (from 19) STS patient cause Avacta to chance strategy? Or did it confirm their decision

Well something gave avacta the confidence to drop all other cancer types and focus all effort on sts.. this was not the original plan. So yes, I think outstanding data from the sts ch3 patient shaped our forward strategy.

Rah

The dates also align nicely. Ch3 commenced June And ODD for STS granted September. The patient with sts was from ch3 and I think it's probably he received the 8 cycles.

RAH,

1 of the trial patients, sadly at ‘end of life’ received 8! cycles (circa 6 months) of AVA6K prior to any disease progression, unacceptable tox, withdrawal for other reason or max exposure to dox. Correct me if wrong but this would not have been possible unless Dox was released and behaved exactly like Dox. At end of life, Stage 4, Metastatic Disease, disease would have progressed in <6 months without any therapeutic.

I speculate that this was the STS patient (102-023) from Cohort 3. Why? Well it would explain why Avacta doubled down their strategy on STS and why Dr Tap travelled to the UK to participate in the Avacta science day. Referring to slide 84 from the SD, there is a 50% chance one of the biopsies sampled related to STS and my guess would be patient 102-023 based on the Dox biopsy reading, coupled with Avacta/Dr Tap bullishness. Question: why for C3 is the data presented as ‘preliminary’ whereas C4 is final?

I think that is the plan, Bella.

A Deal on 3996 will fund AVA6K through phase 2 (and some more). AVA6K following phase 2 success (with the direct comparison vs Dox) becomes a multi-billion $ asset.

Does BP wait for the success on phase2 or do they act now based on the data available?

Yorkshirepragma,

Many are actually bought out at earlier pre-clinical stages, with much much higher risks still to overcome and certainly the market opportunity of those bought at an earlier stage is not any greater than that offered by preCISION.

News of a share suspension / BO would surely not come as a surprise at this stage.

Did the Covid Mhra vaccine prevent you from catching covid ?

No, didn't think so (4x jabs and 3x CV for me).

From the rns

Active enrolment has now begun for soft tissue sarcoma patients to the phase 1 clinical trial in the US...

Active enrolment has now begun for soft tissue sarcoma patients to the phase 1 clinical trial in the US...

For obvious reasons there won't be any delay between enrollment and 1st dose (these patients don't have time on their side) and as an STS specialist Dr Tap already has a long list of STS patients looking for specialist trial treatment.

Avacta will have initial STS efficacy data from CH5 within a matter of days/weeks, which I trust will support the FDA Fast track / accelerated approval / breakthrough therapy submissions.

In addition to supporting FDA applications, the value of pre|cision increases 10-fold following real data covering STS efficacy, which Dr Tap can easily translate/compare to the mountains of data he has for STS when treated with straight dox.

The study has been designed to be data rich and this next set of confirmed data, albeit predictable, is going to move the needle considerably in terms of asset value / negotiating power.

Although already de-risked hugely at this point, this next set of STS data eliminates risk associated with phase 1B and 2, meaning huge value will be attributed sooner than most think.

Unbeaten anywhere else.

Reward = Unicorn potential

Risk = looks really low at this point. Based on the excellent phase1a data (safety and MoA confirmation), coupled with 50 years understanding of how Dox behaves, we now move to phase1b + phase2 with HUGE confidence.