The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
In very simple terms if BP are considering a significant buyout/partnering/licensing of a smaller pharma would it be worthwhile having/planting someone in the smaller pharma to make sure all was ok (trial data etc) before committing to a deal. Is this your line of thought?
Hi Sax, I am a share holder in both Avacta and Faron and find your idea interesting. I am wondering if it's worthwhile sharing on the Avacta bb to see others views around the subject?
That's really interesting, thanks gmcc.
An extract from your link :
1. Current narrative: Trial delays will lead to more dilutive funding and it’s unclear that the technology even works as the science and trial data are difficult to understand.
2. What the narrative could be: The trial data proves our technology works and is so good that we are taking a short period of extra time to increase its standalone and licensing value, which is likely to be in the many billions of pounds.
This is perhaps an example of where Consilium could do more? or at least tell us shareholders what they are doing.
Https://consilium-comms.com/our-expertise/overview/overview/
"We use our deep understanding of the financial markets and healthcare industry to create value enhancing communications"
Be nice to get some of those communications sooner rather than later.
ES, the rns states:
"several patients in cohort 5 and earlier cohorts remain on treatment as their disease has not progressed"
Note it says 'and earlier cohorts (plural) so I'm thinking it applies to at least 3 cohorts!
Sax, thanks for reply.
Sax, thanks for your thoughts, I always find them informative.
You say all the new US sites have been selected for the bexmab ongoing trials, where can I find a list of the trial sites please?
https://www.ig.com/uk/news-and-trade-ideas/best-uk-shares-to-buy-in-april-2023-230307
Think you have to register on Investor Meet first.
Pharmatech your post led me to this:
https://pubmed.ncbi.nlm.nih.gov/4001904/
Brings home the toxicity of conventional dox and why it is so dose limited.
In relation to heart failure 3% @ 400mg/m2 (bad enough) but 18% @ 700mg/m2
Wiggly, i am thinking on same lines. Despite what the original cancer was, is it the case that these patients are so ill that is has also impacted the liver.
Just seeking confirmation from anyone if they know with certainty.
The majority of biopsies were taken from the liver, these were used to determine the dox biopsy/plasma ratio's.
I feel I am missing something here, but why were the biopsies not taken from the tumour site itself beit colorectal, pancreas etc? Has it been stated that the cancer had also spread to the liver or something else?
https://avacta.com/therapeutics-science-day-recording-and-presentations/
I found the video of the day highly informative. The discussions helped explain further the trial strategies, the excellent results todate and made a very strong case for the need for continued and improved use of dox in the future. I don't know who was in that room, but I would think the SD will achieve (to some degree) a wider awareness of Avacta and think it will trigger some level of buying and share price uplift.
We'll soon see what next week brings.
Sitian, I think you raise a very important point. Dox (and hence AVA6000) is not suitable for all cancer types. Furthermore AVA6000 is targeted at high FAP tumours so again more specific cancer types.
However DOX market is still very large with many potential suitable cancer forms.
Avacta in targetting STS initially are selecting the type of cancer which is likely to realise most benefit from AVA6000 and hence arguably have the largest chance of proving successful. However, if proven then I would expect the route to market for many other cancer types (treatable with DOX) should follow relatively easily. I would think extent of trials could be MUCH less than would normally be the case.
Massive potential.
I feel the SD has really hepled cement my understanding of the potential here, I also feel this will begin to sink in to the wider market resulting in a gradual (maintained maybe) sp rise.
As has been said elsewhere, having Dr Tap involved (including in future trials) seems extremely significant to me.
Just my thoughts.
Guess:
It seems to suggest that (for whatever reason), the Prodrug SQP33 has not been activated and therefore DOX was not released. Presumably the SQP33 just passed straight through the body unaltered/inactivated. Would that leave the injected SQL70 unused so to speak?
If so why was that? Is the Click Chemistry wholly reliable?