Member Info for Agenda101

What Would Drive a Deal?

Clinical milestones

A strong Phase II signal (especially good efficacy + lower toxicity than conventional chemo) typically triggers broader interest from major pharma companies. 

Platform potential

Platforms that can be extended to multiple payloads or therapeutic classes like peptide‑drug conjugates or immunooncology combinations are more attractive, increasing the odds of partnerships or buyouts.

Dual listing / US presence

If Avacta completes strategic moves like a NASDAQ listing, that can substantially raise visibility with US investors and potential acquirers, increasing acquisition probability.

GLA

We’ll leave it there BV.

I believe most on the board would have understood

That objection is technically pedantic, not factually superior.

Cancer is made of cells. Killing cancer cells kills cancer.

The historical problem has never been efficacy of the payload — it’s been how much you can safely deliver...

GLA

BV,

Doxorubicin is directly cytotoxic to cancer cells.

It:

Intercalates DNA

Inhibits topoisomerase II

Generates free radicals

These mechanisms cause cancer cell death. This has been shown in vitro, in animals, and in humans for decades.

That’s why:

It’s been a backbone drug in breast cancer, TNBC, sarcomas, lymphomas, leukemias, and more.

It’s been used in millions of patients over 50+ years.

It remains in guidelines worldwide.

So the statement “doxorubicin kills cancer cells” is scientifically and clinically correct.

The evidence is straightforward and requires no interpretive leap.

You don’t even need common sense to understand!

No disputing it’s a FACT:

Fact: Doxorubicin is an effective anticancer agent, kills cancer!

Fact: AVA6000 delivers doxorubicin with no severe side effects..

That’s all FACTUAL!

Everyone engaging… what’s wrong with you lot, beyond me!

Great Message/ Timing For Tomorrows - WORLD CANCER DAY!

#Hopewithoutcompromise!

HOPE WITHOUT COMPROMISE!

AVA6000 is the same powerful engine, but now you can drive it at full speed safely, which was impossible with standard doxorubicin.

Safety unlocked + higher dosing + same proven payload = dramatically expanded doxorubicin market.

The old market was capped by toxicity, now the ceiling is gone, making AVA6000 a game-changer for patients and a highly strategic asset for pharma.

GLA

How rare this is

1. In most early‑phase chemo trials, once an MTD or lifetime limit is set, it’s fixed.

2. Removing it mid-trial is almost unheard of — it requires compelling, carefully collected human safety data.

3. It shows that the targeted delivery system (pre|CISION®) is performing as intended: protecting the heart while delivering higher doses to the tumour.

In other words: they are safely pushing a known, effective chemo way beyond what is normally allowed, which is why this is a very strong signal for partners and investors.

1. Prove safety ✔️

2. Show early efficacy (tumour responses) ⏳

3. Partner or license by indication 🤝

TNBC is a classic “partner-at-Phase-2” setup.

GLA

TNBC patients often:

Get high-dose chemo

Hit cardiac limits fast

Can’t stay on treatment long enough

Avacta can now credibly say:

“We can deliver much more chemo without wrecking the heart.”

That’s a very clean value proposition for a partner!

GLA

This strengthens:

Future fundraising conversations

Partnering/licensing discussions

Analyst confidence in the pipeline

GlA

: Based on highly favourable safety data, regulators have allowed the removal of the standard doxorubicin cardiac dosing limit. Patients in the trial have been dosed at nearly 4x the standard dose of doxorubicin WITHOUT A SINGLE CASE of severe cardiac toxicity.

GlA

Straight from the horses mouth!

“If there’s an organ with a cancer - we can address it”.

https://x.com/tom_the_bomb__/status/2016424528667161031?s=46&t=duWTVR3YhEB6IsWdJtkMpQ

No not engage !

It’s working so let’s continue to starve them of any engagement.

As Runner-Runner wrote and BV reposted…

It's simple.

1. DO NOT ENGAGE

2. DO NOT ASK IT A QUESTION

3. DO NOT ANSWER ITS QUESTIONS

4. DO NOT MOAN ABOUT ITS POSTS

5. DO NOT ARGUE WITH IT

6. If you must do something. Mock it with reference only to its stupidity and nothing else.

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If you're not part of the solution, you're part of the problem

“I’m committed for the next two years, but I anticipate that developments around licensing, manufacturing, and supply will begin to materialise well before then. From my perspective, the time to push ahead is now.”