Avacta Share Discussion Threads

[millennialinvestor] 27/6/2024 10:51

In my humble opinion I think AVA6000 is more of a tumor fertiliser than anything.

[fieldhouse] 27/6/2024 10:50

Do proper research

[millennialinvestor] 27/6/2024 10:38

Using the logic that the data shows tumor shrinkage in 5% of patients...

That means that in this data there must be statistics for % of patients that showed tumor GROWTH using AVA6000?

[fieldhouse] 27/6/2024 10:35

+ Are you part of the international crime organisation disrupting western democracy ?
SCAM

[fieldhouse] 27/6/2024 10:24

The platform dear boy ,all about the platform that can deliver many variations .

Any how, why are you know all’s not at work with a productive job ?

Like about half the country lazy and obese (fat)

[1347] 27/6/2024 10:24

"So no dose limiting toxicities observed as of yet."

"So it’s non toxic up up to now in the 2 week trial and now we’re dosing on cohort 3"

You need to read that properly. "no dose limiting toxicities" is NOT the same thing as "it's non-toxic".

I've said all along that any reduction in toxicity of Dox is a good thing, but Avacta have not yet established what the effect on efficacy is, until they do so then all they've proven is that it's safe enough to go on to the next phase. It's taken them 3 years to do that for one candidate! Poor execution!

[jaknife] 27/6/2024 10:22

quazie12,

You're being silly.

JakNife

[jaknife] 27/6/2024 09:52

Rajraj b,

I take you back to my fourth point:

"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!"

posting at 2am is definitely "unhealthy obsession"!

But if you look at your posts, you'll see that you're just posting "whataboutery".

You started off this recent exchange with some wild claims such as:

”AVA6000, however, is potentially non toxic at therapeutic levels"

Nothing that you've written over night changes the conclusion that you are the only person suggesting "non toxic at therapeutic levels" and that the wildest claim that Avacta themselves have made is along the lines of 80% less toxic than straight Dox.

And your claim that AVA6000 will prove to be a wonder drug aren't justified by the data collected so far which shows no ”tumour shrinkage” in 95% of the patients!

You can engage in as much whataboutery as you like but none of it changes the core observed data.

JakNife

[vertizeasun] 27/6/2024 09:43

RAH on X attended Avacta's AGM and summarised it:

"The Science

It works. It doesn’t just work but it’s now advanced. I had not appreciated prior to yesterday all of the pre-clinical work on the new modalities are being tested in animal already. They have the models. They now know preCISION is transferable. They know they can modulate the drug. They have widened the therapeutic window. It is shrinking tumours.

We said the platform was proven on 3996 selection. It’s quite clear it wasn’t. It is now proven. They have had that data for approximately 2.5 months. They now know they can “iterate the process and it will work, again and again”. That’s where this new found confidence lies.

What Chris wanted to bring everyone back to was just how much better preCISION has performed in human than it did in animal models. 10x vs 1000x. She referenced Lee Cranmer staring down the Zoom call in disbelief at the levels of doxorubicin now being administered."

[fieldhouse] 27/6/2024 09:22

Why are you posting here jaKNife ?
What are your qualifications ?
Remember! “Empty vessels make the most sound”

[vasilis] 27/6/2024 08:05

This piece of research was published last month with respect to the estimated sales growth of Doxorubicin -



According to this research sales of Dox are forecast to grow from c.$850m to over $2bn in 2036. In addition the research states that 'significant investments in research and development of doxorubicin' are being made.

This research shows a growing market - not a shrinking market - and R&D spend is also being maintained. Given such data the ability of Big Pharma to deliver Dox with much reduced side effects has clear commercial as well as medical benefits. It is one reason why Avacta has now set up a Scientific Advisory Board given the current progress of AVA6000 which is already showing clear advantages over 'straight Dox'.

Therefore anyone making statements to the contrary as regards the future of Dox please provide factual evidence with links.

[rajraj b] 27/6/2024 02:44

One last thing Jak. What do you make of the fact that the trial has observed 2log times the amount of Dox in the tumours relative to the plasma? The investigators were expecting, at best, maybe 10x the amount but to see 100x the amount seems to have taken everyone by surprise. Do you have any thoughts on this?

[rajraj b] 27/6/2024 02:35

Jak, maybe you can explain why a Scientific Advisary Board has been set up for AVA6000 with Tapp as the head honcho? The rest of the board are made up of significant names in the field of oncology (can't be bothered to list them all as there's quite a few of them but you can look them up on the decks in the presentation yesterday). Bit of a waste of time for them given what you've been saying about Dox being old hat isn't it? Maybe you should let them know they're all barking up the wrong tree. I'm sorry bud but you're starting to sound a bit like PWhite now with these lines of reasoning. That's a dark path you don't want to tread. It just leads to rack and ruin.

[rajraj b] 27/6/2024 02:20

As for you Amaan, you are behaving like a simpleton so I'll explain it in such termsSmith now gone. He sacked. He no good business man. But he good science man. He sit at home now. He watch football. He not do bad thing but he no good decision maker for business. He been told by boss people 'you go'!! He say ok. He go. Clear enough?

[jacktrax] 26/6/2024 22:59

Your toxic jak ..... and just low

[jaknife] 26/6/2024 22:38

Rajraj b,

So much to unpack there but none of it really changes the four points that I made earlier and your assertions all lack tangible evidence. Let me pick out a couple of points:

”ADC’s have a place in all this but are prone to toxicity issues and are massively expensive to manufacture and hence, pricey for the patient.”

Perhaps a large and shiny brand-new factory will reduce the cost:

AstraZeneca plans $1.5 billion manufacturing facility for antibody drug conjugates (ADCs) in Singapore



”AVA6000, however, is potentially non toxic at therapeutic levels ( yet to be proven, but well on its way) but peanuts to manufacture.”

I assume that this is your personal opinion because it’s not what Avacta are claiming. Eg slide 14:



”These severe toxicities limit doxorubicin dosing to every 3 weeks, however the reduction in severe toxicity with AVA6000 enables dosing optimisation to every 2 weeks” [slide 14]

There is nothing in what Avacta have presented so far to support a claim of “non-toxic at therapeutic levels”. You are the *only* person who is suggesting “non-toxic", the boldest claims to date have been "a reduction in toxicity of 80%" !


”If AVA6000 is found to be successful, it and its related brethren in the pipeline of assets AVCT hold could push ADC’s to the side. I mean, who wouldn’t want a chemo with little to no side effects that is efficacious, is cheap to make and easy to manage (manufacture/distribute/store). I’m sure big pharma will want a piece of anything that offers this.”

If, If, If, If! I accept that you wish to paint AVA6000 as a wonder drug but the probability associated with that is remote. Your expectations of “little to no side effects” are miles away from what Avacta themselves are suggesting. And, as to efficacy, let me remind you:

”• Deepening tumour shrinkage seen in two patients with diseases predicted to have high FAP expression
• Low exposure to cleaved doxorubicin in the bloodstream allows for more cycles and longer treatment” [slide 17]

40 patients with just two that show ”tumour shrinkage”.

There is nothing in the data so far that suggests AVA6000 is a wonder drug or amazingly efficacious. The flipside of these numbers is that 95% of those treated with AVA6000 saw no tumour shrinkage.

Let’s try and keep it real hey?

JakNife

[amanitaangelicus] 26/6/2024 22:25

Sorry, I think you missed out the bit where u explain where Smith has gone? Red flag beast. He.s just like Kane, gone AWOL.

[sandcrab2] 26/6/2024 19:26

Back to the future Jak!

[jaknife] 26/6/2024 18:50

sandcrab2,

In terms of the number of targeted cancer drugs that Big Pharma have already developed (and obtained FDA approval for) there are exactly zero that utilise Dox.

It's kind of like asking how many EVs utilise diesel engines. You're living in the past.

JakNife

[sandcrab2] 26/6/2024 18:12

Whitey doing God’s work in BCE and MATD

I See Jaknife has popped up again, after being chased off last time, after lauding a drug costing £50,000 a pop

Before taking him seriously, perhaps he could explain what proportion of the market Duxorobin takes and whether it is first line treatment