Avacta Share Discussion Threads

[jaknife] 26/6/2024 14:21

Rajraj b,

My thoughts are unchanged:

1. Avacta are playing catch up with Big Pharma.

2. Your comment that "PREC|sion tech is also potentially a game changer." is still wholly misplaced. Avacta has nothing that Big Pharma hasn't already got, hence Avacta has nothing that might "change" the game for Big Pharma.

3. No one in Big Pharma is interested in using Dox as their drug payload, they are all focused on other cytotoxics that are already less toxic than Dox.

4. Retail shareholders have an unhealthy obsession with Avacta based on some idea that Avacta's technology is unique in some way, but it's not! And you're adding to that evidence with the articles that you're posting.

JakNife

[rajraj b] 26/6/2024 13:49

Another one for you Jak. Any thoughts? https://www.sciencedirect.com/science/article/abs/pii/S0223523423010863

[rajraj b] 26/6/2024 13:44

I suspect the next Heights payment will be in cash. Nothing has been confirmed, obviously, but my gut says it will be cash. So beware if the payment IS in cash because if it is...

[coley15] 26/6/2024 13:20

It's a fluffer. Pmsl. Surely you can do better than that. Something along the lines of no mention of Smithy .....

[tomzimerman] 26/6/2024 13:04

England done the job, through to the next round, as have avacta shareholders recently despite massive trolling from charts r us and losers looking for friends on here ha haNice rise today could be some shorts closing at a loss compounded by heavy buying. Good luck

[amanitaangelicus] 26/6/2024 12:35

It s a fluffer for the conviboyz. Drearier than watching England.

[stmcn] 26/6/2024 11:05

Beware the convi payment and how AVCT settle that - must be just around the corner about now …

[fieldhouse] 26/6/2024 10:30

No reason why the share price can’t get back to £1 +

[bbd2] 26/6/2024 09:50

Hmm could be finally time to take a decent position here. Might have to get the key to the coffers!

[brummy_git] 26/6/2024 09:14

All the details & commentary wrt today's Avacta news here.

[loafofbread] 26/6/2024 08:09

100% positive RNS. Simple as that!

[cameraobscura] 26/6/2024 07:42

Cash burn at £5m a month with £35m in the bank. Go figure.

[patio58] 26/6/2024 07:21

Excellent update, the science is taking care of itself, cost cutting in buildings, forward thinking with key appointments for monetary growth, blue day incoming.

[fieldhouse] 26/6/2024 07:11

Very interesting positive update .
Very disappointed to see that non of our scientific expert trolls are not appointed to the scientific advisory board !

[rajraj b] 26/6/2024 06:40

Have a look at this link. Much more up-to-date for you, only 6 months old. There's no denying ADC's are performing a great job helping in the fight for cancer with around 15 being approved. But they have their limitations, one being toxicity. They are also incredibly difficult and expensive to get through trials. 'Animal trials in cynomolgus monkeys (closest non human primates) showed ADC to be safe only to be fatal in humans.'Regardless, ADC have a place in the fight against cancer. To assume that big pharma are not interested in other solutions is daft. They will be watching the results of these AVCT trials with interest. https://www.tempobioscience.com/the-promises-and-problems-with-adcs/

[the cronk] 25/6/2024 12:57

I see the other thread has removed the charts at the top of the page, which makes it useless.

No point in denying it, the price is where it is and trying to cover up the chart will simply make people look somewhere else, such as this thread or even on Yahoo.


If you're scared to look t the price or the chart, you shouldn't be invested, IMHO.

[amanitaangelicus] 25/6/2024 12:41

Raj ...are you trapped in time? Vesta curried rice has long been superseded. ( Ps it is an s)

[jaknife] 25/6/2024 12:12

Rajraj b,

1. Around about 15 of the ADCs have been approved by the FDA - Avacta are playing catch up!

2. You're quoting a generic article about ADCs from two years ago. Do you have anything specific about the ADCs that have subsequently been approved by the FDA? The whole point of them is that they use an existing cytotoxic drug that doesn't have the toxic side-effects that Dox has.

No one in big pharma is interested in using Dox as their drug payload. The car analogy is that no one is interested in taking diesel engines and reducing the pollution by 80%; everyone wants EVs instead. No one in big pharma is interested in taking Dox and reducing its toxicity by 80% - they simply want to use a pre-existing less toxic cytotoxic and deliver that in a targeted manner.

3. You haven't answered the question:

How on earth do you think Avacta is going to "change" the way modern cancer treatment is delivered?

What is it that you think that Avacta has that big pharma doesn't already have (and is ignoring)?

JakNife

[amanitaangelicus] 25/6/2024 11:01

Raj ...so Agent Smith overpromised, underdelivered eh? Where was that rnsed? Why do you say he.s underdelivered? I thought everything was fine, going swimmingly. I put it to you, things aren.t fine, far from it. Watch this space. Smith has gone quietly, too quietly. I.m sure things will be cleared up, revealed soon. I smell desperation. Raj - you.re a blagger, a trader - you flip in and out. You disappear for days,weeks on end, while you punt elsewhere. Hope it works out for you. I fear you.ve been trapped yet again. Another Tickboo type unfortunately. GL bud. Jak knows.

[rajraj b] 25/6/2024 10:38

The whole point of PRES|cion is that it makes the unavoidable avoidable ( in respect to toxicity).

[rajraj b] 25/6/2024 10:36

Read this link and then you may understand the limitation and hurdles faced by ADC's"One of the major challenges of ADCs is unavoidable toxic side effects, which is caused by the premature release of cytotoxic small molecules into the bloodstream. "Off-target, off-tumor"-related adverse events appear to dominate the toxicity profile of most existing ADCs. A meta-analysis of available data revealed that different drug-loaded small molecules have distinct toxicity profiles independent of the target antigen."https://www.biochempeg.com/article/243.html#:~:text=One%20of%20the%20major%20challenges,profile%20of%20most%20existing%20ADCs.

[jaknife] 25/6/2024 09:24

Rajraj b,

"PREC|sion tech is also potentially a game changer. The pipeline of assets AVCT hold behind this can revolutionise the safe delivery of extremely toxic chemo (much more aggressive and effective than Doxorubicin) and change the way modern cancer treatment is delivered."

How on earth do you think Avacta is going to "change" the way modern cancer treatment is delivered? Big Pharma already has cancer therapies that target cancer, eg:

Antibody–drug conjugate


At best Avacta might "catch up" with big pharma. But they have nothing that is new that might "change" the way modern cancer treatment is delivered.

JakNife

[rajraj b] 25/6/2024 05:07

PREC|sion tech is also potentially a game changer. The pipeline of assets AVCT hold behind this can revolutionise the safe delivery of extremely toxic chemo (much more aggressive and effective than Doxorubicin) and change the way modern cancer treatment is delivered. What also makes AVCT's product extremely desirable is it is economical and quick to manufacture. It's also very stable once made. A very important attribute that some developing alternatives lack. As for my position here, I'm long. Always have been and continue to add when funds permit. Don't worry about me Amaaan. You worry about yourself. And why are you so interested in where AS is right now? Who cares? AS was sacked because he over promised and under delivered. Simples! You're a smart chap. You can work it out. There's new management in the house now so stop looking back. Eyes should be looking forward. That's where the interest now lies.

[amanitaangelicus] 24/6/2024 14:06

Raj ...affimers are old tech now. Gene editing probs one of the biggest gamechangers today. mRNA/ vaccines, etc dragged it along. Google AI working out protein biological chem structures in the blink of an eye ,rather than 5-7 yrs will speed things up. ( Might be ibm ,I forget)Ps where.s Smith? Did he have to return to Gallifrey for some time warped business?Just cant see much happening here now. Smith leaving his baby ,the final straw. Raj a trader, probs trapped at much higher price mind. Poor soul.

[the cronk] 24/6/2024 11:25

WsM,

Well one well researched post, and one highly speculative post in my opinion.

I don't recall too many 100 baggers over the years, so the odds of that occuring are very long indeed, IMO.

In fact if they made a significant breakthrough I think they would be taken out PDQ by a major pharma well before that.

Death spiral conversions normally result in lower and lower share prices and increasing dilution.