Member Info for 54retiresoon

Bachovchin thought he could get away with using his FAP technology in radioglands but Avacta clearly had their legal beagle point out that their license deal with Bachovchin was exclusive so Point were forced to do a deal with Avacta for Canseek.

But it is even better than that exatecan by itself is too toxic so Enhertu which uses deruxtecan must be less powerful than exatecan

My expectation is that before the end of October we get one or two partnership deals with Big pharma on AVA6000 or one of the 10 2nd generation pipeline assets. We retain a percentage of those one or two assets and Big Pharma provide us with upfront payments, milestone payments, fund the progress of those assets, provide us with funding for further development of the other 2nd/3rd generation assets and take a percentage stake in Avacta at multiples of current price.

This RNS is even better than expected. Our technology can now cover 100% of the solid tumour market as can now target low FAP with Affimers added to Precision.

Should read shares held in many companies. The other benefit to investors on AIM currently is no stamp duty levied on purchases

Business Relief allows shares held in many shares listed exclusively on Aim to be exempt from IHT if held for at least two years. If AVCT dual listed on another stock exchange eg NASDAQ they would no longer qualify for Business Relief.

Not expecting. Esmo say cannot release details of poster until morning poster is timetabled which is tomorrow

Still got that but CC said at AGM under ODD need to have completed Phase 2 and started Phase 3 before getting approval under 0DD

In my view 2W was requested by FDA, was never in Avacta's plan. Bar to replace doxorubicin is low - could the long 2w cohort 3 be because FDA are evaluating results before a decision?

Sorry mis-read it should be 3 minor responses making total of 5 patients showing a reduction in tumour size

Https://cslide.ctimeetingtech.com/esmo2024/attendee/confcal_2/presentation/list?q=646p

Now 2 not 1 partial response >30% and 5 minor responses (10-29%) was 1 in abstract

Comparing the abstract with AACR one extra 8 patients and mentions first dose of 2w.

There are world leading oncologists involved in the AVA6000 trial, on the Scientific Advisory Board and putting their name on posters are you going to believe them or some keyboard warrior paid to disrupt the board. AVA6000 is killing cancer cells in patients - a stage 4 cancer patient who had exhausted all other treatment options had, last time we were updated, seen a 65% reduction in his tumour since being on the trial. His only complaint is that he has to keep coming back for treatment.

Agree except if the price shot up well over 89p and price used for repayment was calculated on the 88.7p floor. Nice that Heights don't know though for sure.

Stw010

Everyone's risk profile is different as well as the proportion of their portfolio held in Avacta as well plus they will have different investment goals. Please don't base your decisions on anybody else's.

Selling my taxed shares @£1.32 to avoid CGT

Not selling any of my ISA shares until takeover

Selling 336 shares a month from my drawdown account once we hit £2.87 to give me my state pension amount until retirement and exhaust my drawdown account.

SIPP will have to start partial sales from £3+ to reduce SIPP% in AVCT

Attendees with direct shareholdings were given different colour cards (don't know if these signified different levels of holding as I hold shares through Fidelity and had voted by proxy - although 3-4 people said that they had not been given a card. SC asked for a show of hands, not using the coloured cards for each vote - took this show of hands to be for direct shareholders so did not put my hand up.

Maybe SC has not led many AGMs of public companies unlike EF.

I agree PL75 but given that we have very targeted dox rather than an entirely new drug the FDA have a number of other quick routes to market available to AVA6000.

One of two things I found odd in an otherwise excellent meeting was how CC was adamant that would only get quick approval for indications with unmet need. This is not a normal new drug - it is targeted doxorubicin concentrated in the tumour. With the data and the US physicians onboard I would hope that the FDA would say "we have a better/safer version of dox so lets get it out there instead of doxorubicin"

The other was the voting - all hands that went up were treated equally regardless of holding and there was no reveal of the total votes for each motion including proxy votes in the RNS - were they even taken account of.

Under current ISA rules the money invested in your ISA stays in your ISA and can be reinvested in any share eligible for an ISA (includes US, France, Germany, Hong Kong, Japan - not South Korea or Switzerland) . There is no restriction (currently) on the amount you can accumulate in any ISA only a maximum amount that can be invested in any tax year. Last figures I saw was that over 4000 ISA millionaires with Top 50 averaging £8.5 million.

I would expect the above to change with a change in Government with lower annual allowance and limits on total investment and/or maximum value.

If we were to remain independent but dual list on NASDAQ then Avacta shares held in an ISA would no longer qualify for exemption from IHT if held for more than two years.