Dare I say a major #AVCT rerate is (at last!) at hand?
Genuinely company-defining news could be landing over the coming weeks.
The question that is shortly to be answered:
Is @avacta's preCISION platform working in man?
If it is, the superheavyweights of Pharma move in.
1/8
Genuinely company-defining news could be landing over the coming weeks.
The question that is shortly to be answered:
Is @avacta's preCISION platform working in man?
If it is, the superheavyweights of Pharma move in.
1/8
I have said all I need to, on #AVCT's preCISION platform, here ⬇️:
Since that note, a third cohort has been launched in the AVA6000 trial, with a further considerable dose increase (+33%).
My view is that they stop here. The specificity of the...
2/8
aimchaos.files.wordpress.com/2022/04/avacta…
Since that note, a third cohort has been launched in the AVA6000 trial, with a further considerable dose increase (+33%).
My view is that they stop here. The specificity of the...
2/8
aimchaos.files.wordpress.com/2022/04/avacta…
...substrate to FAP is so high that the concentration ratio of active doxorubicin in the tumour : healthy tissue, will negate the requirement for increase in dose size. [My view!]
Enough dox is already becoming active in the tumour micro-environment, at the current...
3/8
Enough dox is already becoming active in the tumour micro-environment, at the current...
3/8
...160 mg/m2 dose, to already substantially improve efficacy over standard dox.
The crux: if the trial replicates the data of the animal models, #AVCT could be sitting on the most targeted oncology platform in the world.
And - as mgmt itself has suggested - there's...
4/8
The crux: if the trial replicates the data of the animal models, #AVCT could be sitting on the most targeted oncology platform in the world.
And - as mgmt itself has suggested - there's...
4/8
...reason to suspect the animal data could actually be surpassed, in man.
#AVCT's preCISION prodrugs are intended to target "FAP-high" solid tumors.
Solid tumours comprise ~90% of cancer cases - and most solid tumours are FAP-high.
A v. large majority of the ~$70bn pa...
5/8
#AVCT's preCISION prodrugs are intended to target "FAP-high" solid tumors.
Solid tumours comprise ~90% of cancer cases - and most solid tumours are FAP-high.
A v. large majority of the ~$70bn pa...
5/8
...chemo market is thus up for grabs, for preCISION prodrugs. What's more, that portion of the market they can target, can be multiplied, as explained in the last bullet point ⬇️
Existing holders know that the past 12+ months of trialing AVA6000 has already dramatically...
6/8
Existing holders know that the past 12+ months of trialing AVA6000 has already dramatically...
6/8
...reduced the clinical risk for #AVCT.
The P1a trial is not blinded. There's no placebo. If things hadn't been going to plan, the trial would have been stopped long ago.
The magnitude of what @avacta may be sitting on will be realized soon enough.
Eyes of Big Pharma...
7/8
The P1a trial is not blinded. There's no placebo. If things hadn't been going to plan, the trial would have been stopped long ago.
The magnitude of what @avacta may be sitting on will be realized soon enough.
Eyes of Big Pharma...
7/8
...are on #AVCT, of that I am 100% confident.
The simplicity of the platform is extraordinary.
"Supercharged chemo-without-the-side-effects"
Compared to ADCs:
- Cheaper drugs
- Faster development route
- Lower clinical development risk
- Improved targeting?
- HUGE MOAT
8/8
The simplicity of the platform is extraordinary.
"Supercharged chemo-without-the-side-effects"
Compared to ADCs:
- Cheaper drugs
- Faster development route
- Lower clinical development risk
- Improved targeting?
- HUGE MOAT
8/8
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