RE: Spotlight Episode 13 has arrived!21 Dec 2025 13:18
B2, when you say,
""Avacta won’t take 6000 into P2. Probably no one will. They will keep up the pretence until 3Q26 when first 6103 clinical results get published."
This is a good example of a mini hand grenade being thrown onto a thread, for the purpose of generating & perpetuating FUD, - It's FUD bait.
There is no basis in fact for anything in this sentence."
Thats pretty flawed inasmuch as if we just posted "facts" then there would be no real point to this BB.
The reason for these BB's are to project ideas and see which stand up to the cross examination of others so as to maybe, determine what is most likely to happen next.
AVA6k has proven to be a disappointment overall.
What seems to have been proved is that the wrapper is safe but that the release into the tumour is not as predicted or expected.
This is based on the original target cancers having been it looks like dropped, along with the SGC being introduced at the time, out of the blue and that cancer had no present treatment of which to compare this tech to.
For me the fact that that no mtd has been found and that the P1b trial has been going 9 months (or has it?) surely with dosings every 3 weeks there could have been 10 rounds of administrations and yet "all" we have in the way of results is partial or minor responses, which as I have already said is great for the patient but I think has shown very clearly the limitations of the trial.
So to me it makes sense to wind it down asap if they have corrected the short comings and get on to the next trial quickly.
All this to me is pretty self evident. What concerns me is that this just more of the same from AVCT, hype the trial, the trial fails to deliver as promised, but the next trial will be the one.....
It is in fact the more bullish predictions here based on what we actually know that become presently the least likely outcome, rather than the more cautious ones..
For instance what tech has AVCT produced commercially since it floated some £200m plus and over a decade ago? Thats the basis we have to go by, not blindly believing every partial statement AS/CC that is drip fed down to shareholders.
As I said just recently we are now back to funding. Great....