Member Info for BuenaVista

"Cash outflow from operations and working capital movements were £12.14 million (H1 2024: £12.60 million; FY 2024: £26.05 million) and cash inflow from investing activities were £8.77 million reflecting the proceeds of the sale of Launch Diagnostics (H1 2024: outflow of £0.80 million; FY 2024: outflow of £1.43 million)."

Should those not be inflows at the end, not outflows?

What's going on??? This isn't supposed to happen until Christina stands up and says "Good afternoon and..."

Depends which way it goes after the 20p placing.

What sort of thing do you think will be announced on partnering and/or licencing?

I think Avacta should scope AVA6103 first, as they have done with AVA6000. All three AVA6000 indications, plus potentially others, are up for grabs for licensing.

Anything is possible Bella but I hope not as Avacta would likely be short-changed at such an early stage. Both sides will want to see safety, tolerability and efficacy first, and having those would increase the value for us.

Dr Tap will be speaking at at least two open events either side of standing by the Avacta poster.

I want to know what AVA6103 data will be presented and when. There can't be any announcement before a conference presentation and the IND submission to the FDA is due before the end of the year so that means either we get to hear about AVA6103 progress during Tuesday's update or at the AACR-NCI-EORTC conference near the end of Ocober, or AVA6103 is a dud, which I find hard to believe given the previously announced data.

I would like exactly the same but in the form of figurative mime.

Well I assumed the ToucanOfDoom meant end of Q4.

If Q3 was indeed meant, then what timelines did CC set for Q3? I'm only aware of these for AVA6000 and AVA6103: https://avacta.com/wp-content/uploads/2025/07/Avacta_Corp_23July2025.pdf (slides 20 and 29 respectively) and there are no Q3 deadlines there.

So, the evidence-based engineer, doesn't require evidence, just a 'feeling'?

Btw, do you have a clear vision of HEMO’s future by 1Q26? You do know do you that their Phase 1 trial is slated to run to 4 cohorts (plus the paediatrics) through to early 2027?

What's your evidence for believing that?

Big farmer is very conservative. Understandable when one considers the size of the deals and the magnitude of the consequences of failure. ADCs are the flavour of the decade because everyone is doing them so each farmer has as much chance of success as the next even if the improvements are only incremental. ADCs are 'proven' and accepted by the regulators, and thus safe. PDCs are an unknown quantity and thus 'risky'.

Alternatively - or maybe in conjunction - the Avacta business development team are just continually saying "You're having a laugh" and "Higher. Higher."

By now Avacta must have collected a lot of data, including more animal studies, about AVA6103 ahead of the planned IND submission at the end of Q4: https://avacta.com/wp-content/uploads/2025/07/Avacta_Corp_23July2025.pdf (slide 29).

The AACR-NCI-EORTC 2025 International Conference on Molecular Targets and Cancer Therapeutics will take place at Hynes Convention Center Boston, Massachusetts from 22 to 26 October. It was at last year's conference that the Avacta pipeline was unveiled and the initial AVA6103 data were presented.

https://avacta.com/wp-content/uploads/2024/10/EORTC-NCI-AACR-poster-AVP103-v1_SS44.09_V1.1-updated-18.10.24-003.pdf

So what's happening this year? Last year, Avacta announced on 10 October that it would be presenting three posters including a AVA6103 poster on 24 October. So we could get an announcement about attendance this year, which would surely include AVA6103 data, any time up to early October. Or we could get data presented at the interims at the end of September instead. Or, and the ToucanOfDoom will love this, AVA6103 has been killing all the test animals for months and CC & crew have been putting on a very brave face and BS'ing us with bravado whilst banking their salaries and ordering more ribena for NCT04969835.

😭

Stop insulting people and then playing the victim. It's a pathetic game.

Thanks. I had had a look with a couple of AI bots . They didn't find any link but did suggest looking for intermediaries as a link.

TW having a grudge is nothing new. The guy is a nasty piece of fascist sh ite.

@Aldebaran

What in the link that Tom Winnifrith is making between Ron Bauer and Cellin Technologies?

They won't talk about the full Phase 1a data until after Dr Tap has presented it at conference (19 October).

A question for next Tuesday's Q&A. The more people that ask it, the more likely they are to notice and maybe answer.

We'll know we've arrived when JungleVIP turns up with a Strong Buy opinion.😂😂😂

Https://n4pharma.com/nuvec

@LLP, yes you're right. I jumped in too soon. PQ203 has come up before here. If I remember correctly, it is a PDC that targets a receptor in cancer and releases the warhead by cleavage in an acid environment, namely the acid environment in the cancer. Off-target cleavage would cause side effects:

AI Overview

Acidic environments in the body include the stomach, the skin, and the bladder, all of which utilize a low pH for crucial functions like digestion and protection from microbes. Other potentially acidic areas are the vagina and urine, also serving protective roles. These acidic conditions are vital for specific physiological processes and are maintained through sophisticated buffering and regulatory systems, such as the body's ability to manage carbon dioxide levels through breathing.

Specific Acidic Environments

Skin: The skin has a natural pH between 4 and 6.5. This "acidic mantle" provides a protective barrier against harmful microbes and infections.

Bladder and Vaginal Area: Similar to the skin, these areas are also naturally acidic to protect against the overgrowth of invading microorganisms and maintain their health.

Urine: The pH of urine can vary significantly (4.6 to 8.0), but an acidic range helps limit the growth of bacteria in the urinary tract.

AI Overview

Acid environments in disease occur in two primary forms: Metabolic acidosis, where the body produces or retains too much acid (like in diabetic ketoacidosis or severe diarrhea), and Respiratory acidosis, where the lungs fail to remove enough carbon dioxide, leading to increased acidity (seen in conditions like severe chronic lung disease). Other diseases, such as Gastroesophageal Reflux Disease (GERD), can also be linked to abnormal acid exposure, particularly in the esophagus.

More details about acid environments in disease here: https://www.google.com/search?q=what+acid+environments+are+there+in+diseases