RAH
@RAH00084
Followers
2,462
Following
559
Media
2,358
Statuses
9,542
Seeking the strike over the base hit.
Joined October 2021
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
الافيس
• 332897 Tweets
Marcellus Williams
• 253665 Tweets
Missouri
• 172427 Tweets
Cubillos
• 133075 Tweets
Vinicius
• 114474 Tweets
Ghana
• 100016 Tweets
#FreetheCitizens
• 97887 Tweets
OQTF
• 74846 Tweets
Alavés
• 60557 Tweets
Nkunku
• 44658 Tweets
Endrick
• 40204 Tweets
Barrow
• 37356 Tweets
Manchin
• 35727 Tweets
#GHLímite3
• 29675 Tweets
Parkinson
• 29611 Tweets
Bernabéu
• 29018 Tweets
Vallejo
• 25563 Tweets
Lunar
• 24723 Tweets
Mélissa
• 20361 Tweets
#StateofPlay
• 18539 Tweets
Ancelotti
• 16673 Tweets
#KohLanta
• 16336 Tweets
EFCC
• 15562 Tweets
Bobrisky
• 15153 Tweets
Valverde
• 13240 Tweets
Mouriño
• 10446 Tweets
This morning’s
#AVCT
RNS was Andy Dufresne out of the sewer pipe and basking in the rain.
No shortage of information to unpack, which should not be a surprise given AVCT is sat on 25 months of detailed data.
Firstly, safety:
An “excellent safety profile continues to be
19
32
218
The market continues to misunderstand what
#AVCT
has achieved, what they’re trying to do and the impact of their breakthrough.
The company is viewed as ‘just another biotech’. A view which sums up just about everything which is wrong with AIM. But we can’t blame only AIM for
14
23
217
#AVCT
has a very important fortnight coming up:
🗓️ 11 July: Cohort 1 of the Q2W will receive their 2nd scan. Arguably the most important juncture for AVA6000 to date, given the Co now sits on 15+ weeks of data for 1st line patients being on-drug. This will be their second scan
7
16
160
@MylesMcNulty
@avacta
The amount of time, effort and knowledge it takes to distill the above into something legible, let alone as compelling as this, should not be underestimated.
Tweet of 2024 for me. Only to be bettered by the ‘I told you so’ tweet which will no doubt follow in H2.
3
6
161
If you can’t see where
#AVCT
is headed after digesting the latest written Q&A, you never will.
In summary:
- yes, we’re already talking to the FDA about accelerated approval. Our P2 will be 80-100 patients. Big. And we’re still not worried about cash… why do you think that is?
3
21
156
#AVCT
The ubiquitous expression of FAP in cancer-associated fibroblasts (CAFs) across nearly all cancers paired with the low abundance in normal tissues, makes it a unique target for a wide variety of cancers such as breast, pancreatic, ovarian, STS…
Roche want it but can’t
0
16
137
#AVCT
volume remains suggestive something is afoot:
(1) II building a stake unbeknown to mgmt;
(2) Pharma/II building a stake, known to mgmt;
(3) Peel have done what STFL failed and found safe harbour for CLN stock.
Whatever is driving it, it’s significant in size and can’t
7
20
136
Over the coming days I suspect there’ll be a lot of new information greeting
#AVCT
shareholders in quick succession. Starting the process of transition usually begins with an RNS such as the one we saw yesterday morning.
The AIM All Share Index is +11.26% over the past six
0
10
128
@BobDibble8
The bar for
#AVCT
is low. It’s exactly why they will target a few sub types of STS when they (inevitably) apply for Accelerated Approval.
In Oct 2016, the FDA approved Eli Lilly’s Lartruvo (olaratumab) for first-line treatment of STS
Lartruvo caused (all grades):
- Nausea in
7
17
127
The more one thinks about the value destruction at
#AVCT
under Alastair Smith’s leadership the more frustrating it all becomes.
To add insult to injury, it now transpires he believes us to be sat on ‘one of the best platforms in the world’ yet we trade at 52w lows. These were
20
9
127
#AVCT
How on earth does this tweet have 3 likes?!
Remarkable!
“Don’t feel the need to run P1b” - imagine the certainty required to (not) do that.
“Most of our work is new in bioscience” -revolutionary solutions to 50 year old problems.
“Precedent for early approval,
Exciting times ahead for
#AVCT
following the meeting last week between Telegram members and Alastair Smith
11
35
280
4
12
112
Don’t believe it works?
Don’t buy the stock
Don’t believe dosing doxorubicin x3 beyond its safe limits is novel?
Don’t buy the stock
Don’t believe the authority to dose a highly lethal anthracycline on a bi-weekly basis suggests an impeccable safety profile?
Don’t buy the
8
5
115
When
#AVCT
moons over the coming weeks take a long look through the hashtag. It’s all there.
A few hundred shareholders knowing exactly what they hold.
An unknown biotech with a single P1a asset doesn’t form a SAB like the below unless its offering is special and utility wide.
3
3
113
Easy to forget
#AVCT
was never meant to continue dose escalating, they were never meant to see deep, meaningful efficacious responses in a heavily pre-treated patient population.
This ‘safety’ trial talks to efficacy because this heavily pre-treated, very sick, patient
2
17
111
Another cut of data at
#ESMO24
for
#AVCT
’s
#AVA6000
and a new strap line for the company: “Ongoing, durable responses in solid tumours”.
Data cut off for this poster was August 19, which again demonstrates how much
@coughlin582
is pushing the team in terms of maximising the data
1
9
108
Doxorubicin is a simple drug.
PreCISION is a simple delivery mechanism.
#AVCT
will be given authority to skip P1b by the FDA.
AVCT will be given authority to test AVA6000 at c.double the current recommend dose (if we assume they elect a bi-weekly dose at Cohort 4+ levels).
By
3
11
107
This is all
#AVCT
shareholders need:
Q: Whilst appreciating commercial deals are complex and take time, could Avacta confirm whether it has a sufficient data set to partner preCISION now? If it doesn’t, what additional data is required to partner the substrate?
A: 👇📹👀
5
16
106
A lot to unpack again. Yesterday’s interview containing a feast of insight into
#AVCT
’s plans.
Firstly, efficacy:
“the clearest efficacy signal we've got is in a soft tissue sarcoma patient who's had a very large reduction in the size of their tumor. But there's also signs of
7
15
107
Well said. Nothing more to add.
I expect a Q4 update. If it slips by a few days, so be it.
On that note, I am signing off for Christmas.
Be well and thanks to all for making the hashtag such a great place for sharing information.
Rest up. For 2023
#AVCT
will be electric.
#AVCT
Does not need any further cheerleading. The research has been done.
Time is the only enemy here. Rationalise that with your investment case and all’s good.
It’s quiet until it isn’t.
1
1
32
10
3
104
3
8
104
“Chemotherapy without hair loss”
There’s your front page headline.
On every broadsheet across the globe.
166p.
You’ll never see a greater disconnect on AIM.
Replace the 1 with a 9. Double it. Double it again. You’re still not even close to what this platform is worth.
#AVCT
3
11
103
#AVCT
were on the National Library of Medicine database updating the record/entry for the leaving group on Jan 15.
I.E. yesterday.
Suffice to say there is lots of last minute working underway pending announcement.
Then, on 07/01/23, the compound summary for 6000 was updated on the National Library of Medicine.
Again, a pointless task unless AVA6000 is working in human.
If you still don’t see it, you never will.
2
3
32
4
10
104
#AVCT
at ESMO in a month.
For AACR the data cut off was a month prior. CC made it clear at the AGM this is (1) unusual (2) the team really pushed to showcase as much data as possible.
With ESMO on 14 Sept, that means data cut off was yesterday, or thereabouts.
Tomorrow marks
2
8
103
I spoke to someone who knows S.Chilton very well a fortnight ago. He was referred to as a ‘commercial animal’. See Clinigen.
This promised evolution is pitch perfect from the CEO. She gets it. She understands what
#AVCT
requires. She shoots straight.
Same tech, fresh approach.
4
5
102
27 likes.
Seriously…?
@Novartis
signposting they are targeting FAP (at their investor roadshow, yesterday).
Or are we all just thinking they are content with Clovis and aren’t interested in
#AVCT
’s preCISION?
😂
#AVCT
is a perfect acquisition target for $NVS
Presentation out yesterday:
Novartis ❤️ FAP.
7
12
156
3
5
101
@tom_the_bomb__
People do need to calm down. We have a working platform.
The CEO and
#AVCT
Board turned down funds at 95p months ago (accelerate placing).
Why? Because they knew then they had a working platform and thought it undervalued the company.
If you don’t think the CEO knows *exactly*
3
8
101
+11% over 827 days of
#AVCT
’s lead drug being in human.
Meanwhile the Affimer, almost forgotten, goes from strength to strength.
Avacta's Principal Scientist Manuel Pinto today presented a poster 'Affimer® biotherapeutics: Next generation platform for cancer therapies' at the PEGS Europe 2023 conference. Read more, and download the poster, at:
2
34
188
2
12
98
Never felt more confident about
#AVCT
than I do right now. Despite the share price bordering on farcical.
CLN is paid this week. Last week was the low. We won’t be down here on the next conversion and we won’t repeat this cycle again.
World-class head of R&D joining team;
4
5
97
I appreciate
#AVCT
SHs are hungry for the data but to give the company their credit, they are on time: data will indeed be presented in Q4. And not in the depths of December which is welcome.
A detailed presentation by the CEO, CSO and Coughlin will follow. Shareholders will be
4
5
90
Unless I’ve misunderstood a critical element of
#AVCT
:
AVA6000 works.
preCISION works.
Lartruvo billed $562m sales per quarter before it was found to offer no real benefit over straight doxorubicin in STS patients.
Pharma will pay x4 projected sales (7+ years away) for a
5
8
89
Digesting the reaction to yesterday’s PK is even more absurd in the cold light of day.
#AVCT
has:
- demonstrated unequivocally that preCISION works;
- delivered Dox into the tumour in a highly specific way, sparing healthy tissue in the process, solving a 50 yr old problem in
7
10
88
Great week all-in-all. Yesterday a storm in a tea cup. Today saw regularly buyers sub 140p.
“Late November/early December” for PK release; we’re c.20 sessions from finding out exactly how well AVA6000 is performing.
Markets back on front foot and
#AVCT
primed.
Bon weekend.
3
2
88
August is all but done.
From Monday there are 65 trading days between now and December (the month
#AVCT
’s CEO committed to not delivering news within because it gets lost in the holiday fog).
10 RNS. 65 trading days.
RNS - confirm ESMO participation (look for any indication
1
6
87
The more I read the
#AVCT
TG notes back the clearer it is.
“The further along we get in validating the platforms… the greater their confidence will be.”
AS has previously said the efficacy signals have already “started those deal value discussions” (back in June).
He then
4
9
87
Holding
#AVCT
almost religiously over 30+ months only to sell days before PK is due, redefines stupidity.
Of course the smart money is doing the opposite (which is why IG Index crossed the 3% threshold last week).
But my, it’s so spectacularly thick, even the mince is insulted.
3
1
87
Common knowledge the
#AVCT
Board turned down a placing at 85p in June 2023 because they believed it undervalued the company.
It was called ‘Accelerate’ and abandoned because of leaks, which led to the share price falling and the Board being cornered into accepting a lower price.
7
6
87
#AVCT
’s CEO has said the company needs to build up a base of data in order to make the AVA6000 v Dox comparison. I.e. why AVCT plan to introduce a straight Dox arm in the revised Phase 2 (registrational) study.
Does anyone know whether there is precedent for companies sharing
2
6
85
Reposting this opus because it deserves 100k views.
#AVCT
0
6
85
The
#AVCT
AGM was naturally an opportunity for the Company to reset.
The Board
Board evolution continues apace. Shaun Chilton is the new chair.
Honest, unfazed, took all criticism on the chin (despite not being responsible for most of it) and, crucially, has a clear structure
4
10
85
Always surprises me how mood seemingly changes on a slight reversal.
#AVCT
is guiding novel first-in-human tech through clinic not designing a new hamburger.
This weeks’ action (market wide) was led by US jitters, on just one month of data.
We’ve gone from ‘worrying’ the FED
4
6
84
23rd Feb 2023
City Analysts ✅
Fund Managers ✅
Opinion leaders in Oncology ✅
“You are gathered here today to hear how AVA6000 doesn’t activate”
No, clearly not.
Rather, we have a working preCISION platform.
6000 PK data ‘early Jan’.
Merry Christmas.
See you in the NY!
3
11
83
#AVCT
28/12:
“Avacta therefore plans to take AVA6000 into phase 2 and will then consider partnering this asset to take it to market and to broaden its applications into other cancer indications.
There is potential to partner AVA3996 or any other undisclosed pipeline assets at a
3
4
83
#AVCT
has a few RNS to rattle through over the next 10 weeks:
RNS - ESMO participation
RNS - EORTC/AACR participation x2
RNS - Q2W dose found or further escalation
RNS - dose expansion cohorts selected + series of communications around P1b
RNS - updated Clinical Data for
1
7
84
#AVCT
721 days of trial data
30+ patients in P1a
80mg>120mg>160mg>200mg>250mg>310mg
Efficacy now a P1b primary end point
Multiple dosing schedules
An impeccable safety profile such that clinicians are unable to tell whether a patient is on a highly lethal anthracycline
99p
0
6
83
@Blueberrymgmnt
#AVCT
is in a peculiar place.
Many on Fintwit don’t give it the time of day because it has ‘already run its race’ or they simply haven’t taken the time to understand the problem preCISION has solved.
I don’t believe they think AVCT is anywhere near a deal or an accelerated
3
3
83
Was surprised IG dropped the
#AVCT
margin back down (given the reason they increased it has only amplified: a working platform).
I’d be even more surprised if it didn’t increase again shortly given the volume going through.
Perfect storm incoming: licensing/funding mix > PK
4
5
82
Only 35p to get back to the pre-science day price of 185p set on 08/02.
Since then,
#AVCT
has dosed a 5th, 6th and 7th cohort; confirmed the STS patient has seen a significant reduction in tumour volume, with further signs of activity observed in patients with cancers not
1
10
82
“Hello, my name is Fiona McCloughlin, CSO of
#AVCT
.
We’ve had our 1st preCISION candidate, AVA6000, in Phase 1a trials for 450+ days now.
I’m here at this summit on ‘FAP: targeting the tumour micro environment’ to tell you it doesn’t actually activate.”
No. Obviously not.
0
7
82
And there, sat on slide 10, is the reason
#AVCT
were comfortable calling P1a an ‘efficacy study’.
They’ve changed the primary end point of P1b to progression free survival.
It’s a de facto P2 study now. It will measure efficacy as a PRIMARY end point.
Old plan also attached.
5
16
82
@MylesMcNulty
Always interesting to read thoughts which have been internalised. Thanks for sharing.
#AVCT
is simply peerless in its opportunity.
On Boxing Day. Astra Zeneca acquired Gracell for $1.2Bn.
The transaction was all about GC012F. A complex cancer immunotherapy treatment that uses
6
6
79
Everyone was waiting for funding.
#AVCT
is now funded.
Everyone was waiting for shorts to close.
Half now closed.
Everyone is waiting for confirmation it works.
Banerji giving grass-cutting analogies around 6000’s targeted nature to press.
Does the market really need more?
2
4
78