Member Info for avctIPmatters

They seem happy hopefully bring something new to the table

https://www.linkedin.com/company/strand-hanson-limited/posts/

Missed one of the team Edward Foulkes

https://www.linkedin.com/in/edward-foulkes-16a072152/

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Strand HansonStrand Hanson

2,950 followers2,950 followers

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Strand Hanson is pleased to be appointed as Nominated Adviser to Avacta Group plc. Avacta Therapeutics is a clinical stage biopharmaceutical company developing pre|CISION®, a tumor-activated oncology delivery platform.

The Strand Hanson team:

James Harris

Christopher Raggett

James Dance, CFA

Edward Foulkes

Strand Hanson Limited (Nominated Adviser)

James Harris / Chris Raggett / James Dance

Meet the new team page 13 ------Seem to be well versed in M & A.

--------------------

https://cdn.prod.website-files.com/6703111b1e323aa38a8950bb/6836481d9188f66f12405c1b_StrandHanson-Brochure%20_%20May%202025_spreads.pdf

James Harris Director, Head of Corporate

James has over 25 years investment banking experience, having worked at Robert Fleming, Société Générale and Arbuthnot Securities, before joining the

corporate finance team at Strand Hanson in 2004.

James acts as lead adviser to a broad range of domestic and international clients, covering IPOs and secondary fund raisings, restructurings

and Mergers & Acquisitions

Christopher Raggett Director, Corporate Finance

Christopher has over 15 years of experience in energy and corporate finance. Prior to joining Strand Hanson, Christopher was CEO of UK based incubator fund, Green House Capital Group.

Until September 2023, he sat on the executive committee of finnCap Group plc – an AIM quoted financial services firm incorporating capital markets, M&A,

private capital and debt advisory services

– where he was also Head of Energy and Natural Resources and Co-Head of Corporate Finance. Prior to joining finnCap,

Christopher was a solicitor at a multinational US-based law firm. In September 2022, Christopher was appointed to the board of net-zero energy consultancy, Energise Ltd.

James Dance Director, Head of Mergers & Acquisitions

James graduated from Bristol University, in June 2006, with a BSc Honours in Biochemistry. After graduation, James joined Smith & Williamson where he

qualified as a chartered accountant in 2009. He then moved into Transaction Services, gaining experience in financial modelling and valuation, followed by two years in the Corporate Finance department.

James is a CFA charterholder and a member of the CFA Society United Kingdom.

James joined Strand Hanson in December 2012."

Gmcc

Good RNS update No real surprises interesting choice of Nominated Adviser https://www.strandhanson.co.uk/ ( Maybe move AVCT to LSE main market as first step ?)

Avacta management keeping a tight hold of the IP assets : OK by me , just as well not in any rush for an investment return.

"U.S. clinical trial specialty centers are expected to open imminently" next inflection point .

Review position in June , meantime life goes on .

Good luck everyone

Gmcc

"

Outlook for 2026

· Faridoxorubicin (AVA6000) program. Multiple data updates in both patient groups, with salivary gland cancers and with triple negative breast cancer updates expected in H1 2026.

· Beginning of the FAP-Exd (AVA6103) clinical testing expected in Q1 2026. A group of U.S. clinical trial specialty centers are expected to open imminently with key investigators of different specialties to enroll the four selected tumor types: pancreatic cancer, gastric cancer, small cell lung cancer and cervical cancer. Preliminary data from this trial is anticipated in the second half of 2026.

· Continued active interaction with potential partners regarding both faridoxorubicin (AVA6000) and FAP-Exd (AVA6103). The survival data in the SGC indication continues to mature, allowing planning of the next stage of development with potential partners (link). The initiation of the FAP-Exd clinical trial continues to be of interest in the market."

""And while still to be proven clinically, Avacta now has the ability to tailor half-life to the payload if required."

Which for AVA6000 of course they didn't.

Do you suppose that might turn out to be important?"

https://avacta.com/rd-spotlight-series-episode-9/

If folks are confused about half-life all explained by Avacta chemist approx 3.20 into video . AVA6000 can keep drug that has a hal-life of 9hours and keep it the tumour for days " So does not appear to be an issue .

Gmcc

Https://x.com/JStonker/status/2011811602954133518

Nice reminder why most us stay invested in Avacta .

Gmcc

FYI https://avacta.com/investors/key-information/

Our lead pre|CISION® program AVA6000, a Gen One peptide drug conjugate form of doxorubicin, recently completed Phase 1a studies and is currently moving into indication-specific expansion cohorts in three diseases. AVA6000 has shown a dramatic improvement in safety and tolerability compared with conventional doxorubicin and multiple ongoing and durable RECIST responses have been observed in patients with FAPhigh and doxorubicin sensitive diseases. A significant concentration of released doxorubicin is observed in all patients with post-treatment biopsies, even in patients whose tumors have lower levels of FAP activity. In addition, multiple responses have occurred in patients with expression of FAP only noted in stromal cells (cancer-associated fibroblasts, or CAFs). This indicates that tumor cell expression of FAP is not required for the release of doxorubicin, with even lower levels of stroma-only expression being sufficient.

In the AVA6000 Phase 1 trial, we have observed multiple favorable changes in the pharmacokinetic profile of released doxorubicin, including a dramatic reduction in the maximal concentrations of released doxorubicin, reduction in exposure (AUC) and reduction in volume of distribution, essentially recapitulating the preclinical findings. The changes in the kinetics in patients underscore the mechanism of action of the pre|CISION® platform provide a framework for platform improvements in the PK of additional warheads.

The pre|CISION® chemistry has been optimized in our Gen Two PDC in the pipeline, whereby the conjugations are optimized to (1) significantly extend half-life of the conjugated drug and thus the released warhead and (2) modulate the rate of cleavage (kcat/Km). Both of these developments are anticipated to significantly alter the pharmacokinetic profile of a released warhead and enables our scientists to tune the delivery of warheads directly to the tumor with minimal peripheral exposure in normal tissues. Our first Gen Two pre|CISION® medicine is AVA6103, a PDC containing the most potent topoisomerase 1 inhibitor in clinical testing, exatecan.

Our Gen 3 pre|CISION® pipeline leverages the highly specific binder proteins, the Affimer® proteins to create an entirely novel class of drug, the Affimer-DC (AffDC) which have 3 key advantages over traditional ADC. These antibody mimetics have applicability as biologics to oncology therapeutics and are currently being used in the development of pre|CISION® drug conjugates, that both significantly extend half-life and deliver the drug warhead intratumorally in a sustained release mechanism. Our first Gen Three candidate is a FAP-binding Affimer® drug conjugate (AffDC) designed to enable this platform to treat patients with cancers considered FAP low and extend the reach of the pre|CISION® platform.

With a high-value oncology pipeline Avacta seeks to create long-term shareholder value alongside pat

Thanks for sharing - one day will happen for Avacta - Future true value is owning the the IP assets - SP today is what it is, irrelevant what it was 5 years ago . Look forward not back . Avacta a totally different company , different people & strategy .

https://www.cnbc.com/2026/01/07/big-pharma-race-to-snap-up-biotech-assets-as-170-billion-patent-cliff-looms.html

Gmcc

Posted previously : Ruairidh Edwards reposted this

Avacta getting noticed by a wider audience , all helps getting mentioned with the big players .

Interesting linkedin thread comments "Jonathan Rosenblum Several companies are making great progress with that. Lilly, Novartis, AstraZeneca, avacta, etc"

https://www.linkedin.com/feed/update/urn:li:activity:7414303931503112192/

---------

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FAP (fibroblast activation protein) is a magnificent target for any type of therapy for treating a disease that involves pathogenic activated fibroblasts. We are celebrating our review featured on the cover of the current FBL issue. Solid tumours, liver cirrhosis, arthritis, fibrosis in lung, heart or kidney, or endometriosis could potentially be treated by FAP targeting. FAP is a unique protease. We review FAP targeting for attacking solid tumours, primarily by killing CAFs (cancer associated fibroblasts) or by harnessing FAP to concentrate an anti-cancer drug in tumours. FAP targeting increases efficacy while decreasing side effects. Happily, this is our third review on FAP in FBL since 2008.

https://lnkd.in/gDx8V2K3

Companies that are developing FAP targeted therapies that are not radioligand therapy include hashtag#Astrazeneca, hashtag#Avacta, hashtag#BoehringerIngelheim, hashtag#Fimmcyte, and hashtag#Oncomatryx. Many companies are developing radioligand therapy, including hashtag#Eli Lilly, hashtag#Novartis, hashtag#Precirix, hashtag#Telix, hashtag#Clarity.

likecelebrate

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View Jonathan Rosenblum’s graphic link

Jonathan Rosenblum

• 3rd+

Drug Hunter | Scientific Leader | Chemical Biologist/Biological Chemist

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But how do you go from fantastic target, which it's been for decades, to target of an approved therapy?

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Mark Gorrell

Author

Professor of Liver Science | Liver Enzymes, Metabolism, Inflammation

1d

Jonathan Rosenblum Several companies are making great progress with that. Lilly, Novartis, AstraZeneca, avacta, etc

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View Prof Devanshi Seth’s graphic link

Prof Devanshi Seth

• 3rd+

PhD MSc MPH BSC (Hons) MAICD. Award-Winning Medical Geneticist | Expert in Alcohol & Liver Disease | Biotech & Health Innovator | Diversity & Inclusion Champion | Creative Thinker | Board-Ready Executive | Views My Own

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Congratulations

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Gmcc

FYI

Avacta

@avacta

We’re excited to join the biotech community in San Francisco with the JP Morgan Healthcare Conference & Bio Showcase 2026 happening next week. We look forward to seeing you there.

#JPM26 #Biotech #AVCT

Gmcc

"The whole trial from start to finish was originally designed for 2 years, after the P1a 4th cohort another 3 were unexpectedly added."

Perhaps academic as a better story about to unfold : Factually the phase one original clinical trial states expected to complete in 2026.

Phase one AVA6000 has already proven the technology works in patients , in fact better than anyone expected & AVA6103 the beast about to be unleased.

Not all about the SP -Most folks here see the bigger picture .

"Study Start (Actual)

2021-07-16

Primary Completion (Estimated)

2026-03-15

Study Completion (Estimated)

2026-08-15

Enrollment (Estimated)

158

Study Type

Interventional

Phase

Phase 1"

Gmcc

Good afternoon : Think Avacta management far better placed than me to know what they have discovered & developed . I certainly put my trust in the Avacta team to deliver , should be a great 2026 for shareholders .

Pleased others think likewise :

All you need to know : courtesy https://x.com/Blueberrymgmnt/status/2008200762057490619

"Marty McFly

@Blueberrymgmnt

Beyond any doubt, the most important video to watch on #AVCT. The chemistry behind the sustained release IP is exemplary. So, so clever.

It succeeds where ADCs fail. Fundamentally does what ADCs cannot do.

Nobody can touch this IP.

Quote

Avacta

@avacta

·

Dec 18, 2025

In Episode 13 of the R&D Spotlight series, the team dive into FAP-Exd (AVA6103) and look under the hood of the sustained release mechnism. https://avacta.wistia.com/medias/thz9au7cnj #AVCT

3:35 PM · Jan 5, 2026

·

212

Views

Gmcc

Value in the IP :

"[3] Prodrugs that can be specifically activated within the tumor microenvironment offer a powerful approach to cancer therapy by providing enhanced selectivity and reducing off-target effects. These prodrugs remain inert in the body until they encounter the unique physiological conditions of the tumor, such as acidic pH, high enzymatic activity, or specific reductive environments. This targeted activation ensures that the therapeutic agent is released directly at the tumor site, minimizing damage to healthy tissues and reducing systemic toxicity. Moreover, tumor-specific activation can improve drug efficacy, as the active form of the drug is concentrated where it is most needed, potentially allowing for higher doses to be used safely. This strategy enhances treatment precision and can overcome some of the challenges associated with traditional chemotherapy."

Courtesy of stonks

@JStonker

·

17m

Two global #AVCT patent applications published this morning - FAP-A Binder Proteins and Target-Specific FAP-Activated Topo Inhibitor Conjugates.

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2026002995&_cid=P22-MJWUT7-53329-1

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2026002988&_cid=P22-MJWUT7-53329-1

Gmcc

Return to the science : Nice to see AVA6000 mentioned courtesy thanks

Avacta concentrating on the right sweet spots

https://x.com/Blueberrymgmnt/status/2006695743332168172

Marty McFly

@Blueberrymgmnt

Excellent from

@GorrellProf

TLDR; FAP has unusually selective substrate specificity, enabling tumour-restricted activation.

“The key power of a prodrug is to greatly increase intratumoural concentration…with precise tumour targeting”

#AVCT’s AVA6000 is cited.

----------------------

"Understanding the Cancer-Associated Fibroblast (CAF) and Its Biomarker Fibroblast Activation Protein (FAP), and Aspects in Human Liver Cancer"

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https://www.imrpress.com/journal/FBL/30/12/10.31083/FBL44837

"Schematic illustration of FAP-activated prodrugs that have a doxorubicin (DOX) warhead. The top schematic illustrates the design and activation of a FAP-cleavable chemo-photodynamic prodrug [359], a prodrug constructed by conjugating a photosensitizer (blue) with the chemotherapeutic agent doxorubicin (DOX, orange) via a peptide linker (Thr-Ser-Gly-Pro) that can be hydrolyzed by FAP specifically. In its intact form, the prodrug exhibits quenched photosensitizing activity and reduced cytotoxicity, enhancing systemic safety. Upon cleavage by FAP, the linker is degraded, releasing active doxorubicin and restoring photosensitizing activity. Upon irradiation with red light (

λ

≥

610 nm), the photosensitizer generates reactive oxygen species (ROS), enabling photodynamic therapy. This dual-release mechanism achieves synergistic chemo-photodynamic therapeutic effects. Another example of a FAP-activated doxorubicin prodrug, AVA-6000 [137], lower panel, highlights the versatility of FAP-targeted prodrug strategies. Reproduced with permission from [Ke, et al.], [European Journal of Medicinal Chemistry]; published by [Elsevier], [2017] [359]."

Gmcc

Think they will be kept very busy manufacturing AVA6103 next year , .

Have a good Hogmanay everyone

Gmcc

------------

FYI

"Iain McGroartyIain McGroarty

• 3rd+Premium • 3rd+

Senior Director, Global Head of Clinical Development Sales @ Curia | Sterile Drug ProductSenior Director, Global Head of Clinical Development Sales @ Curia | Sterile Drug Product

1w • 1 week ago • Visible to anyone on or off LinkedIn

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At Curia we value partnership above all else and we are always delighted to host our clients at our sites. Thank you to the Avacta Therapeutics team for trusting our experts in Glasgow with the development and clinical manufacture of their new asset, we are delighted to be your partner."

https://curiaglobal.com/

Interesting ADC article from Tempus

Good that Avacta will offer alternative clinical solutions , will use Tempus technology in phase one patient candidate selection . Avacta will be a a worthy challenger , offer safer treatment less costly options - get the show on the road ASAP please .

https://www.tempus.com/resources/content/articles/a-new-data-driven-playbook-for-improving-adc-success-rates/?utm_source=linkedin&utm_medium=organic-social&utm_campaign=adc-blog-moye&utm_term=decemeber_2025&utm_content=read-here

Gmcc

Courtesy BowTiedBiotech

https://x.com/BowTiedBiotech/status/2003081914677137626

https://x.com/HOThomasWPhelps/status/2003062390250995761

Avacta in right place at right time

--------------

A Biotech Bonanza Is Lining Up

Supply Is Converging With Demand to Create the Ultimate Setup

Liquidity is leaving tech. Crowded names sell off while biotech breaks out. This is not subtle rotation.

Check the drivers.

First, liquidity. Tech trades as a duration asset. Rates stay restrictive and multiples compress. Investors de-risk. They look for areas with shorter timelines and clearer payoffs. Biotech fits. Balance sheets matter again. Catalysts matter again.

Second, supply. A large wave of drugs comes off patent over the next decade. This is real math, not narrative. Pharma revenue gaps are visible today. Internal R and D cannot fill them in time. External assets become the only solution.

Now ask the hard question. Is this already priced in?

Not fully. Ownership is still light. Many funds missed the first leg. That creates chase risk. It also creates volatility. Expect pullbacks. Expect false starts. That is how liquidity driven trades behave.

What matters is the setup.

Capital needs a home. Pharma needs products. Biotech sits in the middle.

Ask yourself this. When demand is structural and supply is finite, where does price go next.

Source data: Stifel & Piper"

Gmcc

Note new CTO & COO appointments on website -

Pity no info yet on IND filing or any progress updates - One day we might see affimers in the clinic .

http://affyxell.com/en/company/people.php

Gmcc

“Q1 2026, FAP-EXd enters the clinic.”

Spotlight says first patient dose planned " Q1 2026 : " Ref : slide 20

https://avacta.com/research-development-spotlight-series-episode-13/

Gmcc

Good Morning Naysayers be wise to get back in soon . Never will understand why some folks spend so much time posting here yet continually try to discredit the company , very strange behaviour indeed.

Anyway deals will be struct soon -

https://x.com/RAH00084/status/2003020596670824891/photo/1

Gmcc