Member Info for 54retiresoon

Question posed at 2023-2025 AGM at the last two CC has said that NOMAD says cannot because of what they know

"A spokesman for the FCA said:"Regardless of the way in which it has been done if someone knowingly shares false or misleading information about a publicly traded company, they're potentially breaking the law."

People need to be careful what they post on bulletin boards - one for some users to take note of

https://www.thetimes.com/business/companies-markets/article/london-stock-exchange-abuse-aim-companies-zjwpkt3st

On one level it is a great shame that A. Smith reverse ferreted into Diagnostics - it cost Avacta a lot of money and reputation. However, it also allowed believers in the science to load up at bargain prices and did get us CC as CEO and AVA6103 rather than AVA3996.

At AGM I am sure that CC said that there would be a Science Day this year - presumably after Phase 1b SGC data

Next quarterly update is end of Dec/beginning Jan

I am hoping P1b for SGC before December so it does not get lost in Pre-Christmas busyness, also IND filed for AVA6103.

I would expect p1b SGC data by first week in December you don't want that to land too near to Christmas. We've also got more pipeline to reveal I expect plus first partnership of Precision

Https://avacta.com/wp-content/uploads/2025/10/AACR-NCI-EORTC-2025-Avacta-Dual-Payload-Poster.pdf

Presentation now on investor meet

Nothing on investor meet about Avacta meeting today. We have a great company who get the basics wrong date of ESMO poster on several RNS, no RNS for repayment of CLN yesterday showing revised debt, investor meet info lacking. It's poor.

At the 2024 AGM Shaun Chilton said if they received a takeover offer they would put to shareholders. Gives them some leeway though as if discussions are around if we were to make an offer then no formal offer has been made. Very rare for pharma deals o be hostile.

Icecool - commiserations I was also invested in TRX (even before my AVCT journey). It is possible he will have taken a big hit on TRX and is active in the small cap medical space.

CC mentioned that there is a lengthy R&D spotlight tomorrow with the scientists unleashed.

Incredibly confident. Unique world-class scientific capabilities.

Be very surprised. Expecting update on SGC p1b response from 3 months ago and details of a few more p1b responses in different indications . H1 results - zero income and loss. Update on cash runway. I would expect deals to be announced at or just before ESMO.

Yes a mistype - January 2020 - now 60 - retired at 56

FAP is present in 90% of solid tumours and Precision could be applied to promising drugs discontinued for safety reasons plus established drugs nearing the end of their patent Advances by the scientists have improved the Precision technology by extending half-life (6103) and the addition of affimers in 7100 promises more.

Precision will in the future be worth $100 billion+ for whoever owns it. The financial optionality gives Avacta the best chance of staying independent for longer. The longer it is independent the higher the takeover price. If Avacta accepts a low ball offer then much of my investment will rollover to the new owner.

I have Invested in Avacta since Jan 2025 now 100% in and breaking even - not a trader.

Since this years AGM I have had no concerns. Not only was science amazing but Richard Hughes left attendees in no doubt that he would sort CLN.

By January we need at least £13m to satisfy new CLN terms and will need to have in place funding for year ahead but the options for that funding are numerous.

We will have a Business Update coming at end of September

We will have ESMO in October where a world renowned oncologist will be presenting the P1a data - Dr Tap would not be presenting if the data was not excellent.

We will also have financing news by January latest which could be one or more of - private placement through Zeus, licensing Precision for use with other Pharmas warheads, a partnership on AVA6000, a royalty deal for AVA6000 brokered by David Bryant.

Possibility of FDA news on 6000 or 6103.

More news on 7100 (the reason I invested was the combo of Affimer and Precision)

The worst case scenario for me is an accepted takeover bid which will be significantly less than the value I attribute to Precision - c$100 billion.

The advantage for long term holders who have held through much share price pain is we know the value of the science and will not be selling on out for offers in the single digit pounds

They have been very deliberate in not providing any information on TNBC. This could be because there is already a deal lined up and to be announced probably at ESMO when P1a data is delivered.

Coris sale delivered by end of August as promised, CLN sorted as promised. CEO/Chairman and NED all delivering what was promised - happy days.