Avacta Share Discussion Threads

[amanitaangelicus] 14/2/2024 08:20

Relaxed? Funny as... Vertiz ...gd post. Realism.

[tickboo] 14/2/2024 07:58

Share price is poor but has been a little lower than this before bouncing back. The company has an issue with comms, no doubt about that. Patients would not continue to be taking the drug (with hardly any side effects) if it was not helping and 9 were which is 25% but from cohort 3 so the percentage is even higher and these patients have been heavily treated. Dox can only be given over 4.5 months and once off disease progresses, Ava6000 extending lives of heaving treated patients so will no doubt IMO be even better on naive tumours.Money needed and likely before end of March. No way a retail raise IMO. From a licensing deal, partner deal or IIs. Data is key. I am relaxed.

[vertizeasun] 14/2/2024 07:41

Thanks to BuenaVista on LSE:

Interesting topic and interesting comments. Some observations:

The company only needs to communicate if there is price sensitive news. It is not required to provide new sheets to bedwetting investors. That said, the lack of news about the 'short' 'parallel' Arm 2 study starting 5 (FIVE) months after ANNOUNCING the intention to do it is deafening.

C7 data has not been released because they are still being collected and, anyway, it is *not usual* to RNS individual bits of clinical trial data. Show me any company that RNS's that. However, what is really meant here is "Why hasn't the company released the Arm 1 safety and tolerability data?" and the answer is, as AS has alluded, that it will be presented at conference where it will have greatest impact - the purpose of conferences is to present first reports of new findings, ffs - and presented in full detail in a peer reviewed paper for the world and posterity.

'The platform is proven' (and 'It Works™') means that the peptide linker in the pre|CISION substrate is cleaved solely by FAP and not by any related enzymes. It does not mean that all pre|CISION substrates will be inert (not biochemically active until meeting FAP) nor that there will be enough ACTIVE FAP to cleave therapeutic levels of the cytotoxin. I would suggest that the microenvironment not just in the tumor but in the whole body is a lot more complex, subtle and nuanced than PIs imagine.

In addition to the lack of clarity about which camera are susceptible, the platform has further not been proven to industry licencing or takeover standards because AVA6000 has only been used in Phase 1 on pretreated end of life patients. A pivotal Phase 2 trial on clean untreated patients is needed to prove efficacy in the clinical setting. And in any case, deals take a long, long time to arrange and we should take comfort that the bigger the deal, the more thorough and protracted the negotiations - a point that should be appreciated.

My thoughts on the falling SP? I hope it is down to 20p come 6th April.

[ohwhatfun] 14/2/2024 07:26

I see some are scoffing at Helium 1 negativity. If you read the facts it’s easy to understand why.

There WAS a helium shortage. Russia supplied 5% of world supply. Russia/Gazprom had long tern plans which are now in play starting to supply 30% of Helium through a massive gas plant built. Currently exporting to China.

The shortages now end, Gazprom have solved the problem. They will be producing more than Qatar shortly, 2 of 3 units now producing and supplying.

So Pwhite is right to warn them, it’s a very expensive process requiring considerable capital, HE1 are a minnow chasing a shortage, that no longer exists.

[amanitaangelicus] 14/2/2024 07:25

Ohwhatfun ...zero chance of getting a raise away with the current convis in place. Might refinance them with a better deal for the existing providers. If they get a normal placing off the ground, it would be a miracle. A licensing deal is the only real way fwd. The proceeds of any stellar breakthrough being shared in a given %etc. The ostriches here dont see this as non dilutive. True in shares terms, but not in terms of having to forego some profit somewhere. Never a free lunch on Aim. News is now due. What on earth is the TimeLord doing. Genuinely hope he can persuade 1 partner to join the fun. Need to see what Phase 2 actually brings to the C table. Need a chance. Might get other pipeline product rns news as a fluffer until the deal is done.

[ohwhatfun] 14/2/2024 06:46

Dudishes

I think a raise at 80-88p is a bit heady considering the circumstances of the market.

How much will they raise. They need a decent amount if they decide to pursue phase 2 based on data.

The efficacy wasn’t very convincing given the higher dose, compared to standard Dox, so not an easy sell.

The scum (brokers) get at least 2 weeks notice of a raise and manipulate it to death, as will be seen (along with BB claims of corruption) if a raise comes. If bucket shops get invited (not enough backing) the rotten core will learn of it too, well in advance, and make ot public. Then the ‘oversubscribed’ glee kicks in (aka forward selling insiders making a killing)

Conversion shares cycled through, market makers played a blinder sucking in retail to offload them to.

If the raise game has started, the last 2 days is typical behaviour, with raise day usually having a pre noon dip down, typically a Friday.


But from here (assuming no reversal) 80-88p is highly optimistic in this market.

Quite funny a comment here that Arisaph couldn’t afford to pursue it, yet the co-founder had amassed $2 billion from previous bio ventures.

If they are going to phase 2 they obviously need money, £50m raise🤷‍;♂️.

That would be about 20% dilution so one would expect a min 20% discount.

The fun AIM game of trying to guess what the spivs have planned.

[amanitaangelicus] 13/2/2024 16:29

Great things come to those that wait ... ouch day. 80p or push back from here. Time Lord,Myles and Tickboo need to respond now...

[firestarter1] 13/2/2024 11:09

The mcnulty pump is losing steam Wait for the next placing

[tickboo] 13/2/2024 10:11

https://twitter.com/tom_the_bomb__/status/1757159918618976330

[amanitaangelicus] 12/2/2024 20:42

Good to see that Jaknife's positive. He.s just playing the laws of probability. Anytime I hear Tesla mentioned, it.s usually linked to it s ' broken down again'.Fear not though, Myles is sharpening his writing tool so expect a pumptastic epistle soon. If he mentions Tesla, I.ll go all in. The TimeLord will throw you a fluffer rns soon as his ii.s will chomping at his left barl. Glad the convis are still seen as a minor issue though - reassuring. Our fabled LTHs will be ' topping up' at the fabled 95p level - known as the Tickboo Junction in Avacta folklore. He.ll be buying a big wodge soon I.m sure. I mean , it would be dim to just sit and watch the share price fall from 150p ish to 100p ish, right???

[jaknife] 12/2/2024 19:16

fieldhouse,

It's amusing that you choose Tesla to compare Avacta with because, for a while now, I've used an EV car analogy for Avacta but in a slightly different manner.

If someone came along and told you that they had an amazing piece of technology that reduced the pollution from diesel cars by 80% would you scream "buy buy buy"? I bet not, because fundamentally (a) that still leaves pollution of 20%, and (b) no one is interested in diesel cars anymore, it's all about EVs.

And yet that's what Avacta is: a version of a drug that has been around for donkey's years that is effective but also horribly toxic. Avacta's aim is to reduce that toxicity by 80% but, bottom line, it still means that there's toxicity of 20% floating around the body. And it's such old technology that the science has significantly moved on to much more interesting places the most interesting of which is genetically modified viruses.

Just type "genetic modified cancer" into Google and you will find trials and studies on numerous new vaccines that are incredibly effective and yet have zero toxicity. My personal favourite is RP2:

Genetically modified herpes virus delivers one-two punch against advanced cancers


It not only eradicates the cancer but trains the body's immune system to fight the cancer.

This is where Big pharma is putting the big bucks: genetically modified viruses and other genetically modified "stuff". Big pharma has zero interest in taking a decades old product with horrible toxic side effects and reducing that toxicity by 80%.

JakNife

[amanitaangelicus] 12/2/2024 18:23

Wrong board!!! Lol.

[atmysignal] 12/2/2024 15:41

250 million market cap, not £16m

[amanitaangelicus] 12/2/2024 15:05

£16m mkt cap. Peanuts. With that order book, t/o inevitable. Selling ii doesnt believe the company can deliver. Orders probs going elsewhere,if able. Shambles. British engineering at its best. Dont know which dcf the analyst are using, but crikey,they aren.t expecting much of that revenue, net profit to materialise any time soon. Bonkers. Bargain of the century or pork pie teller of the century? Wowza.

[atmysignal] 12/2/2024 12:39

What is the funding package?How much are the new recruits bring paid?Tell us about funding ASAP before we hit 80p in a few weeks

[lr27] 12/2/2024 12:10

Hami is spouting nonsense on STX also

[amanitaangelicus] 12/2/2024 09:09

Shh ...you.ll.upset the ostriches. Wonder why it.s falling? No deal? No decent deal? Non- dilutive finance?(only if you live in play on words land) Convi finance putting anyone sane off? ( likely) Refinance the convis with more convis? Tardis struggling with space warp? T/O negotiations - but at what premium?( at this v early phase) Where.s Myles? We need a note. Or,what about a 'filler' rns? Good at those when share price slips. Or, it.s the calm before the storm, the boom?! If we can get to 80p I might start buying. Graph looks lovely.

[hamidahamida] 12/2/2024 08:51

Graph looks terrible This could fall towards 50p

[tickboo] 11/2/2024 11:39

International Day of Women and Girls in ScienceTo mark 'International Day of Women and Girls in Science' day on 11 February six women scientists from Avacta share what attracted them to working in science and what they find fulfilling about their role at Avacta.Victoria Juskaite, Principal ScientistWhat attracted you to working in Science?I've always had a curious mind and really enjoyed science lessons in school. I was fascinated to learn about how things worked. Around the age of 14, I had the incredible opportunity to go on a school trip to ICL through a STEM outreach program. Spending a day with top researchers left a lasting impression on me, influencing my decision to pursue science at university and aspire to become a scientist. While completing my PhD, I realised I want to engage in more translational work that bridges scientific research with direct benefit for patients. This has brought me to the field of drug discovery in industry.What do you find fulfilling about your role at Avacta?What makes my job at Avacta so fulfilling is the team I work with and the science. We're utilising innovative technology and working on new treatments that could really help patients, which is very exciting. I like the variable nature of my work, which ranges from literature review, to advising my team on intricate scientific challenges and managing outsourced work. This keeps me engaged and constantly learning. But what I enjoy most is working together with everyone in the team. We all bring different skills to the table, and together we come up with great ideas and solutions. It feels good knowing that what we're doing could make a real difference.Melika Pajouheshpour, Placement StudentWhat attracted you to working in Science?My interest in science started when I was in secondary school. I really enjoyed learning about the molecular processes that allow our bodies to function as they do, and in particular what happens when these processes go wrong. Now, on placement at a cancer research company, I find myself continually fascinated by the intelligence of cancer cells – and how we can beat them.What do you find fulfilling about your role at Avacta?Working at Avacta has been incredibly fulfilling for me so far. Knowing that what we are working on has the potential to help patients, and that we are working with the overarching aim of a cure, is very rewarding. Science is still a male dominated field, but at Avacta I find it inspiring that there are women represented at all levels of the company, and I am very grateful to be contributing to that.Folake Orafidiya, Senior Scientist What attracted to working in scienceFrequent visit to the hospital as a child sparked my curiosity about the use and efficacy of medications as well as the mechanism behind recovery. This, alongside my interest in biology and chemistry drove my passion in understanding, contributing to and advancing science especially in the field of drug development.What do you find fulfilling about your role at AvactaA breakthrough in cancer treatment represents a glimmer of hope for patients and their loved ones. The opportunity to contribute to the research and development of innovative medicines tailored at treating patients with specific molecular profiles is profoundly rewarding. Knowing that the work I do will directly impact patient outcome – improving survival and quality of life – gives me a sense of purpose.Hanna Buist, Senior ScientistWhat attracted to working in scienceTo begin with, and it still continues to this day after almost 10 years working in Science, I was attracted to the lab work when I began my research career in academia. I've always enjoyed the planning and implementing of different experiments and I especially enjoy writing up the results, which used to be all by hand.What do you find fulfilling about your role at AvactaBesides still enjoying the lab work, even when it gets very busy, I've found it particularly fulfilling to train and work with our industrial placement students. Seeing them become capable and independent scientists at such an early stage in their careers is great as I can still remember what it was like to be in their shoes.Ellen Watts, Senior Medicinal ChemistWhat attracted you to working in Science?I always enjoyed science and maths and really connected with chemistry during my A levels. I studied Chemistry at University of Bristol and was lucky to carry out a placement year at a pharma company. I really enjoyed my time in the fast-paced, exciting environment of drug discovery and haven't stopped since! Working in drug discovery allows me to apply my interest in science to important healthcare discoveries.What do you find fulfilling about your role at Avacta?Its great to be a part of the exciting and innovative work at Avacta, exemplified by the excellent progress of our clinical candidate AVA6000. Its great to work alongside a small dynamic team and really feel like I'm are making a difference and contributing to the progress of our platforms.Marine Houee, Senior ScientistWhat attracted you to working in Science?As soon as I started studying biology in school I found it fascinating. Learning about how the human body works through genes, proteins and cells interacting at such microscopic levels was so interesting. After my baccalaureate, I did not yet know what career I wanted to pursue. I decided to focus on the subject that interested me the most and completed a BSc in Biology followed by a MSc in biotechnology. Learning more about drug research and development I realised that's how I wanted to apply my love of science, by trying to help patients live better lives.What do you find fulfilling about your role at Avacta?Being part of a team working towards the goal of transforming cancer patient outcomes, as I mentioned above, is ultimately why I work in science. In my role at Avacta, I have enjoyed working across the drug discovery pipeline, from early research discovery on our Affimer platform up to preclinical activities on our Precision programs. This has given me opportunities to work in novel areas and continue my own personal development whilst contributing to the science that will one day help improve patients' lives. I have found this to be extremely rewarding. I also appreciate how Avacta supports me in living a fulfilling life outside of work. Following my maternity leave, they have enabled me to work from home more regularly due to my long commute. This has allowed me to be able to spend more important quality time with my baby.

[amanitaangelicus] 10/2/2024 16:36

No Sandcrab. I miss out on many big rises. Why? Because I cant realistically watch many shares - you end up gambling. I have strict set up rules, entry and exit predetermined. Takes the emotion out of things. Above all, avoid a massive hit - you can then play another day. So many peeps disappear, gambling on one share. Overexposed, greed blinds them. Aim the worst mkt to play in. It.s lax, corrupt etc. Aim directors know they can get away with almost everything. Aim businesses are usually 1/2 men.s baby. It.s their retirement fund, big chance to make millions. It.s bldy dangerous. Enough from me ...at the City ground. Could easily get pasted. Mmmm...

[sandcrab2] 10/2/2024 15:07

Ama, I assume you were able to get into ARV in time, following its trading halt in Australia. Nice 80% uplift

[amanitaangelicus] 09/2/2024 17:08

Good stuff Field. Good luck with this one therefore!