RE: Β£0.5m buy ?3 Oct 2025 11:05
Finally, finally, the significance of #AVCT's pre|CISION platform is beginning to sink in with the investment community. A warhead delivery system that looks set to revolutionize oncology.
It just so happens that the first pre|CISION drug, AVA6000, is highly likely to become standard-of-care for salivary gland cancer in the near future, and (in my view) play a key role in combo therapy for breast cancers.
It also just so happens that the second pre|CISION drug, AVA6103, looks like it could easily surpass the leading antibody-drug conjugates on the market and become the world's best-selling oncology drug.
But the crux of the investment case is that pre|CISION is an incredibly flexible, supremely targeted delivery system that can transport an immense range of warheads to >80% of all cancers.
And Avacta is the only company that can use this platform to modify/enhance naked warheads for another two decades - meaning that patent protection over the last pre|CISION drug launched could extend to 2065 (assuming said final modified warhead is itself patented just before expiry of the family patents).
Keeping the company independent beyond 2026 is going to be an incredibly tough ask for mgmt. I am convinced numerous tier 1 pharmas are already all over Avacta.
......
FYI - both the interim presentation, and the latest episode in @avacta's spotlight series, are two must-watch videos published this week - equally for non-holders and for existing investors.