RE: Chris promised this is a transformative period27 May 2026 13:57
Paul, I think the data will have to show unexpected improvement in efficacy. And thats difficult because different cancers can have the same termed response but mean different things: the link below is interesting
https://www.ccjm.org/content/ccjom/63/5/301.full.pdf
again it comes down to patient outcomes.
I get tired of the "well researched" here being so dismissive of the complexity of what avct are attempting with their constant belittling of any poster who has the temerity to admit to not understanding the detail of what is being trialled. Unless they work in cutting edge cancer care of the cancers that avct are targeting they may, with the best of intentions, underestimate the problems to be overcome.
So read the link and maybe, its not guff. I may be be incorrect but a £400m market cap is pretty big for a loss maker, so i am sure it will not be enough for a steady as she goes update. I don't expect the SP to collapse but it will then make them look at the latest trial more critically and they will I would have thought revise their valuation.
Personally I am not expecting "fantastic" news form ava6k because we would have had it by now. What might push the sp forward is a recognition of breakthrough revelations during the trial that have since been applied to the latest trial so as to put ava6k in context.
Again a common theme on posts here is that it is all or nothing and posts are written or read in that light, however what is apparent is for all the data updates and conferences and posters released and interviews et al each year, it is a very slow business.
So, as long as avct point to something (which i am as sure as anyone else here), some steps forward that money, one way or another will be forthcoming to keep the research going.
The best or most encouraging recent news was the removal of the limit of lifetime dosing. The fact that has not sent the SP ballistic makes me think there is a caveat in their somewhere, but I don't know. If the update can flesh out how truly important that statement was with new info then it really is better than expected news and you would expect a license deal and all the rest of it.
Fingers crossed