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RAH
Taking the strike over the base hit.

Sep 11, 2022, 6 tweets

#AVCT 2019 Annual Report

“It is not marginal. It is black and white.”

June 2022 Publication

“In a PDX model of osteosarcoma…”

2022 Annual Report

“Expected to have the following characters…”

Sept 2022 Dose Escalation 3 RNS

“Reflects the safety profile and tolerability demonstrated in patients to date”

If you assume T/O multiple of x4. I.e. < half of the industry average (8.9x).

Then just their “3 tumour market” model has a value of $6Bn.

If you assume a 10% CoS, that is valued at $600m.

We’re valued at $334m. 5.5% CoS.

395 days into trial our CoS has gone from 10% > 5.5%.

If you don’t believe #AVCT can licence 3996 on 395 days of (mechanism of action) data, you aren’t admirably cautious, you haven’t been paying attention.

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