Thread by @MylesMcNulty

@PapaDoc3333 @TrivChannel Thanks Malcolm, very kind.

The air of failure surrounding #AVCT this week on Twitter and the bulletin boards - largely from non- and ex-holders - is truly mystifying.

We will have a very good idea of whether the pre CISION platform is working, in the coming few weeks…

1/

@PapaDoc3333 @TrivChannel …either from dose escalation in AVA6000 P1a; or from candidate selection for AVA3996.

One vital, silver lining of #AVCT’s RNS on Monday:

Alastair Smith has made it very clear that he is a man of integrity. He could have allowed M19 to continue selling MeduFlow in the EU, 2/n

@PapaDoc3333 @TrivChannel … and continue with their application to the FDA for EUA (home-use) in the US - whilst improving the strip simultaneously in the background.

All other LFT providers are doing this, after all.

The fact that AS didn’t tells us two things:

1) he will inform the market of…

3/n

@PapaDoc3333 @TrivChannel …bad news, if there is any. Thus with regards to #AVCT’s AVA6000, we should understand that nothing untoward has happened in the first 5 months of the trial. If nothing untoward has happened, then we can perhaps take it that 6000 is working - to some extent - better than… 4/n

@PapaDoc3333 @TrivChannel …standard doxorubicin.

2) AS wants to keep a spotless reputation with the FDA, for the sake of the infinitely more important AVA6000 trial in the US (over M19’s MeduFlow application to the FDA).

By (temporarily) sacrificing what could be very substantial… 5/n

@PapaDoc3333 @TrivChannel …immediate-term MeduFlow sales in the US, for the sake of keeping in the FDA’s good books, personally I infer that Alastair is very optimistic about the AVA6000 trial.

The rapid approval by the FDA of #AVCT’s IND Filing does, in my opinion, support the above.

6/n