@avacta's AVA6000 approved by MHRA. Superb news. First dosing 'around mid-year'; first data to come within 3-4 months after that.
A summary thread on the significance of AVA6000 - and #AVCT's pre CISION platform as a whole - to both the oncology industry and to AVCT itself. 1/10
In very basic terms, #AVCT's pre CISION chemotherapies are essentially reformulated versions of existing, approved chemotherapies that have been used on cancer patients for many years - decades, even.
The pre CISION tech is simply an attempt to improve the safety profile... 2/10
...of the chemo.
Most therapeutics going through clinical trials look for an improvement of at least 20% over the existing industry-standard drug. A 50% increase in efficacy would usually be considered an astonishing result.
In pre-clinical mouse models for #AVCT's AVA6000 3/10
...18 times more pro-doxorubicin was found in the tumour than in the heart. Compare that to the 1:1 ratio of the standard doxorubicin.
What this means is that the pre CISION tech could be used to enable the giving of doses to patients that are multiple times more potent... 4/10
...than standard chemotherapy drugs - either in the form of greater number of cycles of chemo, or in the potency of the individual dose.
For example, in #AVCT's pre-clinical trials, pro-dox (AVA6000) doses were 6x more potent than the standard dox doses.
The results? The...5/10
...survival rate after 60 days for the standard-dox group was 0%; and 100% for the pro-dox group.
#AVCT isn't looking to improve chemotherapies by 25-30%, like most drugs in clinical trials.
Its pre CISION has the potential to improve the safety profile - and thus the... 6/10
...efficacy (via increased dosing) - by MULTIPLES. It is not an exaggeration to state that pre CISION could transform the chemo market - in fact, the overall oncology space. Survival rates could increase materially - as the mouse trials demonstrated. 7/10
For #AVCT, it stands to reason that if the pro-dox trial is a success, then the pre CISION tech is also highly likely to work for other existing chemotherapies. @avacta has a pipeline of at least a dozen others in development.
AVCT holds the global exclusive licence over...8/10
...the pre CISION tech. It is also combining the tech with its second platform, Affimers - to create a third therapeutic platform, named TMAC.
TMAC will produce Affimer Drug Conjugates - a potentially more powerful class of oncology treatment than Antibody Drug Conjugates. 9/10
More on TMAC and AfDCs another time, but suffice to say that if they do work in man, #AVCT could become one of the most sought after oncology companies, globally.
First though, success for AVA6000 please!
Then hopefully @avacta's first TMAC drug to enter Phase I next year 10/10
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By the end of next week, the Co intends to have put out a comprehensive TU.
Critically, it will include the sensitivity / specificity of its #COVID19 LFT for the first time. Analytical data collected so far suggests that it'll...1/14
...be the most accurate LFT in the world. However, it is not a given that analytical data will be replicated in the clinical data. Likely, but not definite.
Let's assume it IS replicated. #AVCT will CE Mark its LFT next month, and immediately begin selling it.
2/14
@avacta#AVCT does not have its own manufacturing capacity (yet). It will be contracting manufacturers to make its test.
The issue is - as is becoming more and more often the case in the world of micro-caps - people are buying companies like #AVCT without having first decided if it is a trade or an investment position.
I cover the importance of this distinction in my profile picture. 2/n
I myself am a trader, professionally, and actually hold very few long term investments. The volatility and lack of quality, accessible research renders AIM an excellent trading ground.
But @avacta#AVCT is an investment. In the next few weeks, it'll be submitting... 3/n
An extraordinary day. Firstly, fabulous initial data from Pfizer's vaccine, demonstrating it's 90% effective. An immense scientific breakthrough and a boon for humanity.
From an investment perspective (the raison d'être of this account!): a day of joy and misery, equally! 1/16
Global indices absolutely rocketed - 27/100 FTSE100 Cos ended the session at 10%+. Most sectors were up, whilst precious metals miners and #COVID19-centric stocks got obliterated. The latter group included treatment and testing stocks, and at home/online entertainment/living 2/16
Personally, my PF took an almighty spanking, owing to #AVCT being my largest position by a distance, and also having recently opened a position in #SNG.
A high quality vaccine was always the key risk to #COVID19 plays, but for me, that has always been a medium term risk. 3/16
...largely refined. It now need only prove consistent in-vivo success for its three target applications (oncology injection; vaccine injection; vaccine oral), and it can start out-licensing Nuvec.
And that's the core of the investment proposition: Nuvec is a platform tech. 2/4
It can be licensed out to multiple parties for multiple targets/applications. #N4P will receive upfront and milestone payments as the licensee takes the drug / vaccine (using Nuvec as the delivery platform) through the clinic.
...elsewise individuals with positive results could disregard government instructions and go out for work / socialising regardless.
@avacta#AVCT's Affimers are an antibody mimetic - designed to overcome the limitations of monoclonal antibodies.
The evidence indicates... 2n
...that Affimer-based lateral flow tests will likely have a higher specificity than mAb-based LFTs, and possibly higher sensitivity too. Moreover, they are rapid to develop, cheaper to manufacture, and are robust (a benefit both for supply chain issues and for shelf-life).
3/n
Comprehensive updates on all work streams of the Therapeutics and Diagnostics divisions will be provided.
Naturally, the content will likely be dominated by the various #COVID19 products under development - and of those, many market participants... 1/n
...(esp. new holders) will only have eyes for the LFT.
I think it’s important to appreciate the number of short term traders - and nervous retail investors - there are in #AVCT at present.
In my view, the near-term SP movement (which I think will be strong, either way)... 2/n
...will be driven by one very simple - but critical - matter: whether #AVCT has been permitted to disclose in its interims the UK Gov’s involvement in the rollout of the LFT.
I think the majority will agree that that involvement is beyond question.