stonks

731 posts

stonks

stonks

@JStonker

Katılım Nisan 2020
84 Takip Edilen430 Takipçiler
stonks
stonks@JStonker·
"Better ADCs need delivery precision, not just payload potency. Next-gen ADCs will be judged by where the drug goes, when the payload is released and which normal tissues are spared." linkedin.com/posts/rakesh-d… #AVCT
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RAH
RAH@RAH00084·
#AVCT ‘funding/licensing package’
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stonks
stonks@JStonker·
@downunderfutbol Some minor updates to AVA6000 today as well - estimated study completion 15th June #version-content-panel" target="_blank" rel="nofollow noopener">clinicaltrials.gov/study/NCT04969… #AVCT
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Dave
Dave@downunderfutbol·
Michigan open for recruitment #avct
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stonks
stonks@JStonker·
New STS study co-authored by W Tap, added to NLM today. Palbociclib + retifanlimab met primary endpoint in Phase 2 but 77% stopped due to progression and ~20% stopped due to toxicity. Bar remains low for STS. #AVCT pmc.ncbi.nlm.nih.gov/articles/PMC13…
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stonks
stonks@JStonker·
@BigBiteNow @MylesMcNulty Abstract titles for ASCO Breakthrough in Singapore released on 19th May too - possibly the second conference referred to at the science day. Poster sessions on head and neck, breast cancer, sarcoma etc. End of June so just within H1.
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BBN
BBN@BigBiteNow·
@JStonker @MylesMcNulty Excellent find. "The full, final text of this abstract will be available on May 21 at 05:00 PM ET." That's not long at all. #AVCT
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BBN
BBN@BigBiteNow·
The market knows AVA6000 data is scheduled to be released in the next 6 weeks, plus AVA6103 continues adding time served, so I don't think #AVCT is finished here.
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BBN@BigBiteNow·
@JStonker @MylesMcNulty May I ask how you know this stonks? I've visited the ASCO site, and details on presenters are thin or perhaps I am missing something.
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Myles McNulty
Myles McNulty@MylesMcNulty·
x2 new data dumps (at separate oncology conferences, TBA) before end June for AVA6000, according to #AVCT's CEO at Science Day. Presumably, SCG as a standalone indication (given it is the lead for 6K at the moment) at the first conference, and then STS and TNBC packaged together for the second conference? Importantly, the fact that two sets of new data are being presented, suggests that either STS or TNBC - or both! - have also performed very well in the Phase 1b. Besides that, I'm hoping we see Fast Track, possibly Breakthrough Therapy, Designation for 6K SGC, announced shortly. [There's a recent clip of CC on this platform somewhere hinting at that.] So much to look forward to. ...... Here's my semi-regular reminder that there are, as of mkt close yesterday, currently... *checks the list*... 130 biotechs listed on NASDAQ that have revenue of sub $100m, and that have a mkt cap greater than Avacta. Oncology is the largest therapeutic area in global pharma by annual revenue. It also dominates R&D pipelines (accounting for circa 40% of drugs in development). Ergo, one would think that the company with the most targeted, most versatile, and most broadly applicable delivery platform for that leading therapeutic area, would be near the very top of that list of highest mkt caps. The potential upside here in a relatively short timeframe (<2 years) is just absurd. How long can Avacta hold onto the pre|CISION platform whilst remaining independent, is the key question now.
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stonks
stonks@JStonker·
Affyxell signing joint research and development and licensing agreement with ProAppTech for next-generation protein degradation drugs - announced today in Korea. newsis.com/view/NISX20260… #AVCT
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stonks
stonks@JStonker·
#AVCT featured as a small cap to buy in May 2026 in a report by Clear Capital Markets published this afternoon. (Can't link to PDF - can be found on Google)
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