Today is FOUR HUNDRED DAYS into human trial of AVA6000.
#AVCT started at 80mg/m2 and are now at a quite incredible 200mg/m2.
Equivalent to 135mg/m2 of Dox.
They are yet to find a MTD.
Orphan Designation from FDA.
SP = 111.7p.
(-)6.13% YTD for 400 days and no MTD.
#AVCT started at 80mg/m2 and are now at a quite incredible 200mg/m2.
Equivalent to 135mg/m2 of Dox.
They are yet to find a MTD.
Orphan Designation from FDA.
SP = 111.7p.
(-)6.13% YTD for 400 days and no MTD.
What’s crazy about this SP being below placing at this stage is AVCT isn’t going to have any more data which disproves or proves the platform by this stage.
If you are Takeda and you are in the data room, you aren’t thinking ‘I really want to see the impact of 200mg vs 160mg’.
If you are Takeda and you are in the data room, you aren’t thinking ‘I really want to see the impact of 200mg vs 160mg’.
Yes of course medically they will be fascinated but if the mechanism of action is confirmed at 160mg, it’s almost irrelevant whether it is replicated at 200mg for the purposes of assessing likelihood of 3996’s success. I.e. the 200mg PK data won’t change opinion.
Once again, the market has not a clue. Pharma sits on a mountain of cash. M&A is buzzing. Yet #AVCT is back testing 110p because of a CPI print which makes absolutely zero difference to its future. Chemo without side effects for 110p. The world really has gone mad.
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