Member Info for AVCT

"Now imagine they drop a licensing deal for STS, say £30–40m upfront, £200–300m in milestones, and 15–20% royalties. What happens next?"

Pigs might fly - but I'm not holding my breath

That implies ridiculous peak sales for STS

Thanks

Just new policy clearing out the small stuff then

A larger part of BG' reason for sale imo.

"This quarter saw a greater than normal amount of

sales, as we introduced adjusted investment

guidelines at the end of 2024 which include a

reduction in the overall number of holdings. "

Auditors wont rely on advanced partner negotiations dependent on drug trials results.

They may rely on other factors/ considerations

Cash makes it a slam dunk and is best practice - usually rewarded by investor confidence.

Or

6. Some other modest funding arrangement

This week would be a good time to announce ahead of cln

Just saying

"It’s based on the company’s accounting year not from the date of the update."

Wrong - auditors need 12 months from date of their report

"Not sure what the source is"

PL note I think

"Probably at least 50 patients from this group will now have been exposed to pre|CISION®"

You have absolutely no grounds for saying that

Whatever the true number is it'll be absolutely fine - but equally unknown

Last official reporting was STS not enrolling yet and TNBC barely started - still on course to meet timelines

"Imo You’ll find this payment is likely going to be in cash, it’s reviewed on a quarter-by-quarter basis, and they’ve already said they were waiting on the DX sale."

Possible if the cln initiative announced first

"The updated cash runway probably includes provisions for CLN payments in cash, too."

Sadly rubbish as things stand at the moment imo

"My disappointment is now I think, because AVCT are very vulnerable as there will be likely be no P1b data before the need for a RI."

Best sell then Wyndy - bye

"Yes after which we’ll get the results that some were inferring would be somehow late if they didn’t arrive next week!"

Yes, but importantly we also get preliminary results in 2025 as indicated all along

March 2026 I presume is the full 12 months observatìon period - as I also presume you knew Ben

"Are you that stupid!"

Just dumbing down to converse with you

So you've allways said rerate would be on a 6000 deal ?

Not this then:

"About what exactly? 🤔 Just because I’m not panicking over the current SP? Hate to break it to you, but it’s already done. The hard work is complete and that’s not even including AVA6000. Avacta’s already a success story, people just haven’t caught up yet.

Go do the research on preclinical biotech deals and stack them up against what AVA6103 has achieved, it’s already blockbuster territory. The only reason a deal hasn’t been done yet? They’re holding out for early human data because it’ll blow the valuation wide open."

"@AVCT The deal won’t be on AVA6103 , it’ll be on an indication from AVA6000."

So you agree value doesn't get reflected in the share price until it does

Brilliant got there eventually

"When a deal lands and the share price rockets 300–400%, are you going to come back and apologise to the board?"

160p is a bit low based on your current valuation of 6103 isn't it Ice ?

Grok speaks very highly of you too Ice

https://x.com/i/grok/share/olzhxJT1JmuWP6538KqMMRl4o

"And where is this money for a RTO Bella?"

Rofl

"There is however a limit to the number of times you can sell the phone as it will compete against itself each time you do"

Or should that be the mouse?

There is however a limit to the number of times you can sell the phone as it will compete against itself each time you do