Member Info for avctIPmatters

The Avacta Science team have delivered technology even better than i expected over now to the funding team to execute a financial plan .

6 years & counting invested in Avacta - next target date June 2026 hopefully will be be worth the wait for my investment return . SP watching not good for your health.

Good Luck

Gmcc

Ref : "It’s “quite good” according to her latest tweet."

FYI :

In American English, the word 'quite' is used to mean 'completely' or 'very.' It emphasizes a high degree or extent of something.

Gmcc

CC agrees

Christina Coughlin

@coughlin582

We are delighted to bring the pharmacology updates and the latest data in the FAP-Exd program at #AVCT . This one looking quite good in the preclinical setting. Trial is ready to go and detailed here

#LetsDoThis

#HopeWithoutCompromise

Quote

Avacta

@avacta

·

5h

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

Guess AVCT market cap value reached its limit for now with AVA6000 thankfully we have AVA6103 waiting in the wings.

Never mind fully locked & loaded with 92k shares . Big challenge ahead in 2026 for Avacta to commercialise those IP assets

Have a good XMAS everyone see you next year

Gmcc

Good afternoon - ADCs not perfect , . Article below looks at other solutions (sorry no mention of Avacta technology ) however 2026 could indeed see a new kid on the block with better alternatives . 2026 might just be the year for Avacta . Should be great for everyone involved although seems my wish to be breakeven by XMAS proving to be rather elusive .

Gmcc

Courtesy of X

https://www.fiercebiotech.com/sponsored/beyond-adc-hype-innovation-accelerating-through-bispecifics-and-dual-payload-strategies

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"Dual payload ADCs must be designed with even more emphasis on sparing healthy cells, as they may also express the target antigen at some level. “The goal is to avoid an additive effect on the toxicity profile,” said Marx. Optimizing drug delivery via linker chemistry and conjugation strategies is also a way to mitigate on- and off-target toxicity. All these developments hold the promise to ultimately increase ADC efficacy and therapeutic index.

The need for improvement persists—and with it, the imperative to innovate

Currently approved ADCs are associated with severe toxicities, including adverse events affecting the lungs, eyes and skin. Treatment resistance and tumor heterogeneity can also compromise the efficacy of those therapies. It has been shown that several mechanisms of resistance exist, from target downregulation, target mutation, to changes in internalization rates. Payload resistance is an additional growing issue that clinicians must face, as today approximately 45% of clinical-stage ADCs have a Topo1 payload class."

Pity no video but nice picture :

https://x.com/avacta/status/1998758529918992537

"Avacta

@avacta

·

2h

Our Principal Scientist Victoria Juskaite presented at Tumour Model Summit London 2025 last week. Her talk explored how spheroid co-cultures and PDX models are helping Avacta optimise the translation of our pre|CISION PDC's into targeted cancer therapies. #AVCT."

Gmcc

Good Morning : Partner agreement would be OK with upfront payment be good for SGC starters. Get treatment into patients ASAP .

Still hopeful might even be breakeven before Xmas .

Gmcc

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Salivary Gland Cancer Treatment Market Size

The global salivary gland cancer treatment market size was valued at USD 1.78 billion in 2024 and is expected to reach USD 3.27 billion by 2032, at a CAGR of 7.90% during the forecast period

https://www.databridgemarketresearch.com/reports/global-salivary-gland-cancer-treatment-market

Exciting development : "untapped market "

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"Product Innovation: LeakBot Edge

A major development during the period was the successful R&D progress behind LeakBot Edge, our new solution designed for homes in hot climates and multi-family buildings - segments where our existing device is unsuitable, and no effective solution exists. This market comprises approximately 28 million single-family homes in hot climate states in USA and 79m apartments across the USA and Western Europe.

Following successful alpha testing (in Australia) and partner feedback, LeakBot Edge has become a material new opportunity for the Company. It will complete our ability to offer US insurers a single, national solution and positions Ondo uniquely in a substantial untapped market."

LeakBot Edge is a new hardware sensor that is intended to offer the same benefits as the original LeakBot - micro-leak sensitivity, self-install and a single device that can protect a whole home. It is designed to plug straight into our existing operating model (pricing model, homeowner app, software platform and in-home repair service). The difference is that it is designed to be installed outside a property in hot climates where the stop tap is located on the exterior of the building. There are some 28 million homes like this in the USA and an estimated further 26 million in hot countries in Western Europe. What's more we believe the solution may also have broader applicability in 79 million apartments in the USA and Western Europe too. The technically difficult part (core technology R&D) has been done, and we are now planning to finalise the design and commercialisation to launch LeakBot Edge in early 2027."

Gmcc

Yes rather disappointing results . Anyway still could be a good long term investment hopefully money spent today will reap future commercial returns ,

"Craig Foster, CEO of Ondo InsurTech, commented:

"I'm very encouraged by the momentum we've built in the US. Delivering seven-fold growth has validated both our model and the size of the opportunity. With strong partner demand and a growing pipeline, this is the right moment to invest in building a truly national US solution so we can support expansion across the whole of the United States and cement our position as the market leading solution."

Gmcc

Courtesy LinkedIn ( prompt from Stonks X find )

Nice comments about Avacta AI use .

"

Last week I attended London Life Sciences Week — and came away with a clearer view of where UK life sciences are strong, and where the real challenges lie.

⸻

1. London’s ecosystem is becoming globally competitive

Over half of the standout companies in a recent report were university spinouts — a reminder of how closely academic research and innovation are linked here.

⸻

2. Collaboration will decide whether we keep pace

UCL, King’s and Imperial all made the same point: we have world-class science, but too many parts still operate in silos.

Acting as one innovation district is essential if we want to match global hubs.

⸻

3. Rare disease work shows both urgency and opportunity

LifeArc highlighted how fragmented rare disease translation can be.

A story of parents helping push a gene therapy into treatment showed what’s possible — and why the system needs to work better for families.

⸻

4. AI adds real value, but only with the right data

AI performs well in data-rich areas but struggles with inconsistent datasets.

The biggest gains will come from pairing AI with strong data foundations and automated experimentation.

⸻

5. Avacta Therapeutics — the oncology highlight

Dr Christina Coughlin shared one of the most compelling stories of the day.

Avacta’s tumour-activated peptide “mask” keeps chemotherapy inactive in the bloodstream and switches it on only in tumour tissue.

Phase I results:

• Dramatically reduced toxicity

• ~100:1 tumour-to-blood drug concentration

• Clear early anti-tumour activity

What impressed me most was how Avacta uses AI practically — not as a buzzword.

AI helped identify the next payload, map resistance pathways, and design a dual-payload construct now entering the clinic.

⸻

Overall takeaway

The UK has the ability to lead, with strong science, the NHS, and rich health data — but the real challenge is connecting these pieces.

More widely, biotech is shifting fast. Data, automation and intelligent design tools are becoming just as important as biology itself. AI won’t replace the wet lab, but it will set the pace of discovery.

If the UK — and the sector globally — can pull these elements together, the next decade of biotech will be faster, more precise and increasingly platform-driven.

hashtag#Biotech hashtag#LifeSciences hashtag#LondonLifeSciencesWeek hashtag#Oncology hashtag#AIinBiology hashtag#RareDisease"

Gmcc

Perhaps see an increase in LeakBot roll out from Länsförsäkringar with ALF

"Upgrade your home insurance with Alf Länsförsäkringar Blekinge launches new security services"

https://www.lansforsakringar.se/stockholm/privat/om-oss/press-media/nyheter/643051/

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Helen Lonsdale Client Success Director at Ondo InsurTech PLC linkedin liked :

"LänsförsäkringarLänsförsäkringar

85,472 followers85,472 followers

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

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"This is how we take home security into the next era" – today Peter talks about how Alf is changing everything 💯

When we launched Alf in April 2024, we took a bigger step than many may have understood. As a local and customer-owned company, we have always been close to our customers – and with almost 200 years of experience in claims handling, we know what causes damage in the home. With Alf, we have done something brave: we have moved security from dealing with injuries to actively stopping them before they happen.

Alf is our smart platform for preventive security. Connected sensors and alarms give households early warnings directly on their mobile phones, about water leaks, fire risk and attempted burglary. This makes home insurance stronger and reduces the risk of large and costly damages.

In a short time, several thousand households in Jönköping County have chosen to join. And more county insurance companies around the country have now also started to offer Alf. The demand for smart security is growing rapidly – and we in Jönköping are at the forefront.

Peter Svensson, CEO of Trygghetstjänster, summarizes the development:

"We have combined local presence and almost two centuries of experience with modern technology. Alf is security that secures before something happens – and we only see the beginning of what this can become."

With Alf, we show that injury prevention can be both smarter and more accurate. We continue to develop the service together with our customers here in the county – where security is actually needed and makes a difference.

And we are happy to share the journey💫🩵 hashtag#LFJönköping

Gmcc

The author has included Avacta in his research article pehaps the heading "FAP Inhibitor " bit misleading -

Anyway "pre|CISION®: FAP-Activated Drug Delivery Platform"pre|CISION® " needs FAP to work .

Avacta "Challenging the current approach to cancer

Our scientific approach leverages existing cancer drugs that are delivered precisely to the tumor using our proprietary technology.

Our innovative technology links a peptide to an existing cancer drug to inactivate it. The peptide can only be removed by an enzyme found in the tumor (FAP)."

Also Avacta has used Sophie s FAP inhibitors for scanning so have some benefit .

FYI :

Craig FosterCraig Foster

• 3rd+Verified • 3rd+

CEO/Founder of Ondo Plc - Inventor of LeakBot and first InsurTech to IPO in EuropeCEO/Founder of Ondo Plc - Inventor of LeakBot and first InsurTech to IPO in Europe

2h • 2 hours ago • Visible to anyone on or off LinkedIn

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Another huge milestone with Nationwide.

Nationwide has just confirmed they’re rolling out hashtag#LeakBot into 10 new states, taking the programme to 26 states in total.

Nationwide has been systematically expanding since our very first pilot in Ohio:

• Order 1 → 1 state

• Order 2 → 16 states

• Order 3 → now extending to 26 states

…and together we’ve now built one of the largest and most successful leak-prevention programmes anywhere in the U.S. market.

What's driving this? We've fixed over 1,100 issues in Nationwide customers’ homes along the way - all while maintaining outstanding customer outcomes, including:

✅ Net Promoter Score: +87

✅ Customer Satisfaction: 4.9/5

That kind of scale-up with that kind of quality is rare in home insurance. It shows what happens when prevention technology is done right — and when an insurer truly commits to a predict-and-prevent strategy.

I’m genuinely proud that Nationwide continues to put their trust in LeakBot to help protect their customers’ homes. Their team has been out in front from day one: backing innovation, backing the data, and proving that large-scale water damage prevention is possible.

We’re excited for what comes next as this partnership continues to grow.

🎥 I’ve attached the short Nationwide video featuring both Nationwide and myself talking about why this matters — for customers, for claims outcomes, and for the future of homeowners insurance.

For any U.S. insurer watching this space:

👉 This is what a successful national predict-and-prevent rollout looks like.

👉 And this is why LeakBot is fast becoming the go-to solution for reducing non-weather water claims.

https://www.leakbot.io

https://lnkd.in/erVvN4Xu

Sounds good to me - value to be had in Avacta IP assets :

"AVA6000 stands out as an innovative prodrug approach that remains inactive until reaching cancer sites, potentially offering improved safety profiles compared to standard chemotherapy options like doxorubicin. AZD 2389 from AstraZeneca and AVA6000 from Avacta Life Science round out the key therapeutic candidates targeting colon cancer, hepatocellular carcinoma, gastroesophageal cancers, prostate cancer, pancreatic ductal adenocarcinoma, ovarian cancer, and NSCLC.

Active FAP inhibitor clinical trials include NCT05641896, a Phase II multicenter study evaluating [18F]FAPI-74 PET in patients with gastrointestinal cancers, including gastric cancer, cholangiocarcinoma, hepatocellular carcinoma, pancreatic cancer, and colorectal cancer. The pipeline shows robust activity across multiple development phases, with compounds ranging from Phase I to Phase II trials, exploring both diagnostic imaging applications through radiolabeled FAP inhibitors and therapeutic interventions with diverse approaches, including small molecules administered both orally and intravenously.

Find out how these FAP inhibitor emerging therapies are transforming the landscape @ FAP inhibitor Evolving Trends.

Conclusion: A Transformative Opportunity in Cancer Care

The FAP inhibitor market represents one of the most promising frontiers in modern oncology, offering the potential to address significant unmet medical needs across multiple cancer indications while creating substantial value for patients, healthcare systems, and investors. The combination of strong scientific rationale, diverse pipeline approaches, robust clinical development activity, and significant market opportunity positions this therapeutic class for transformational impact over the coming decade.

The success of FAP-targeted approaches in diagnostic imaging applications provides confidence in the target biology and therapeutic potential, while the diversity of companies and approaches in development reduces execution risk and increases the probability of multiple successful therapeutic options reaching patients. As the oncology market continues to evolve and mature, FAP inhibitor medication development will likely play an increasingly important role in comprehensive cancer care strategies, particularly in combination with established immunotherapies and other targeted treatment modalities.

For pharmaceutical companies, biotechnology firms, investors, and healthcare stakeholders, the FAP inhibitor market represents a compelling opportunity to participate in the next generation of precision cancer medicine while addressing critical patient needs across multiple high-impact oncology indications."

Might be of interest - External research mentions Avacta :

Arpit AnandArpit Anand

• 3rd+3rd+

Market Research Analyst at DelveInsight Business Research LLPMarket Research Analyst at DelveInsight Business Research LLP

2d • 2 days ago • Visible to anyone on or off LinkedIn

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The oncology landscape is experiencing a game-changing revolution with fibroblast activation protein (FAP) inhibitors emerging as the most promising frontier in cancer treatment!

This innovative therapeutic class is addressing critical unmet medical needs across multiple cancer indications, with the market poised for transformational growth by 2040. What makes this particularly exciting is that FAP is selectively expressed on activated fibroblasts within tumor microenvironments while remaining largely absent in healthy tissues, making it an ideal therapeutic target.

Leading pharmaceutical companies are driving remarkable progress in this space. Avacta Therapeutics announced promising efficacy data for AVA6000. BioXcel Therapeutics, Inc. presented compelling data on BXCL701 plus KEYTRUDA, while AstraZeneca, SOFIE/GE HealthCare, Boehringer Ingelheim, and Lantheus are all advancing their FAP inhibitor pipelines.

Currently, NO FAP inhibitors have received regulatory approval despite FAP being upregulated in over 90% of epithelial cancers. This represents an enormous opportunity for breakthrough cancer treatments that could transform patient outcomes across multiple indications, including NSCLC, pancreatic, prostate, and colorectal cancers.

Dive deeper @ https://lnkd.in/gRqF9GGE

hashtag#Oncology hashtag#CancerResearch hashtag#FAPInhibitors hashtag#Biotech hashtag#Pharmaceuticals hashtag#PrecisionMedicine hashtag#CancerTreatment hashtag#Innovation hashtag#HealthcareInnovation hashtag#ClinicalTrials hashtag#TargetedTherapy #Immunotherapy#DrugDevelopment hashtag#MedicalBreakthrough hashtag#CancerCare hashtag#BiopharmaceuticalIndustry hashtag#TherapeuticAdvancement hashtag#PancreaticCancer hashtag#NSCLC hashtag#ProstateCancer hashtag#ColorectalCancer

https://www.delveinsight.com/sample-request/fap-inhibitor-market-forecast?utm_source=linkedin&utm_medium=promotion&utm_campaign=xpr

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https://www.linkedin.com/pulse/fap-inhibitors-market-outlook-emerging-therapies-clinical-arpit-anand-uanzc/?trackingId=pIQ0jr42R1RfY7BRRZBiiA%3D%3D

https://www.delveinsight.com/sample-request/fap-inhibitor-market-forecast?utm_source=linkedin&utm_medium=promotion&utm_campaign=xpr

Gmcc

Reminder Avacta presenting ---Tumour models summit London

Important pre -clinical study data before human clinical trials .

"PDX animal models, or Patient-Derived Xenografts, are advanced tools in cancer research that allow researchers to study human tumors in a living environment."

https://tumour-models.com/speaker/victoria-juskaite/

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3rd - 4th December, 2025 | London, UK

Event Guide

Register

Victoria Juskaite

Principal Scientist Therapeutics Avacta Therapeutics

Victoria Juskaite is a Principal Scientist at Avacta, where she leads the Assay Team supporting in vitro model development, as well as mechanistic and translational studies that inform clinical development. She completed her PhD in Molecular and Cell Biology at Imperial College London and later specialised in immunology and cancer biology. With over eight years of industry experience in drug development and preclinical modelling, including a previous role at LifeArc, Victoria brings strong translational expertise to oncology therapeutic development.

Seminars

Thursday 4th December 2025

Optimising Spheroid Co-Cultures & PDX models to Empower the Translation of FAP-Enabled pre|CISION®-Peptide Drug Conjugates

3:30 pm

Highlighting the background of fibroblast activation protein (FAP)-enabled pre|CISION®-peptide drug conjugates (PDCs) and the rationale for model selection

Sharing best practices for developing co-cultures of tumour cells and human primary FAP+ fibroblasts to assess bystander activity of PDCs in physiologically relevant systems

Characterising PDCs using CDX, PDX models, and spheroid co-cultures to better understand their mechanism of action"

Gmcc

Good Morning Thanks for sharing : Did not manage to get access -Just this snippet .

"#Labiotech.euLabiotech.eu

26,033 followers26,033 followers

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The emergence of dual-payload antibody-drug conjugates (ADCs) and peptide-drug conjugates (PDCs) could mark a significant evolution in targeted therapeutics. Unlike traditional single-payload designs, dual-payload systems enable the simultaneous delivery of two complementary cytotoxic agents or functional molecules within a single medicine. 🎯🧬

Ultimately, these drugs aim to improve tumour eradication, delay or prevent resistance, and provide more potent, versatile treatments for cancer patients. And, as more candidates advance through preclinical and early clinical studies, they also highlight the growing potential of precision combination therapies in oncology. 🧫🔬

Read our latest article by Willow Shah-Neville to find out more about dual-payload ADCs and PDCs! 👇️

https://lnkd.in/djRVkZTb

hashtag#OncologyInnovation hashtag#CancerResearch hashtag#TargetedTherapies hashtag#Biotech hashtag#DrugDevelopment hashtag#PrecisionMedicine

Christina Coughlin Avacta Therapeutics"

Gmcc

"When do these things finally expire…March?"

Think 20p warrants expired 30th July 2025. Of course holders had to pay ONDO 20p per exercised share. . Holders might have already sold those shares or might still be holding , anyway quite a few large transactions today .

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"30 July 2025

Ondo InsurTech Plc

("Ondo" or the "Company")

Warrant Exercise

Ondo InsurTech Plc (LSE: ONDO), the claims prevention technology company for home insurers, announces that the warrants issued to investors at the time of the Company's listing in July 2021 (the "Investor Warrants") have now expired. A total of 7,880,000 Investor Warrants were issued with an exercise price of 20 pence per share.

A total of 7,135,000 Investor Warrants have been exercised and the balance of 745,000 have now lapsed. The proceeds received from the exercise of the Investor Warrants will be applied to the partial pay down of the of the HomeServe Assistance Limited Loan Notes and the balance applied to the Company's working capital

The new ordinary shares issued upon exercise of the Investor Warrants have been or will be issued, allotted and admitted to the Official List of the UK Listing Authority and to trading on the London Stock Exchange under the Company's block listing authority following which the Company's issued share capital will comprise of 134,354,292 ordinary shares of 5 pence each. The Company holds no shares in treasury."

Andii et al Great input many thanks for sharing the numbers .

Personally i like the way the CEO communicates . Of course ONDO very reliant on insurance partners executing we should expect some hiccups along the way .

Gmcc

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FYI Craig FosterCraig Foster

• 3rd+Verified • 3rd+

CEO/Founder of Ondo Plc - Inventor of LeakBot and first InsurTech to IPO in EuropeCEO/Founder of Ondo Plc - Inventor of LeakBot and first InsurTech to IPO in Europe

1d • 1 day ago • Visible to anyone on or off LinkedIn

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Really proud to share this update on our partnership with Indiana Farm Bureau Insurance. In their announcement today, Jeff McDonald SVP P&C at IFB, said they’re expanding their LeakBot programme because of:

“Strong claims savings and exceptional customer service.”

For me, these two points capture exactly why LeakBot is winning in the US:

👉 We deliver real, measurable ROI by preventing costly water damage claims

👉 Customers love the service, with NPS scores consistently above 80

That combination - claims savings + outstanding service - is what’s unlocking meaningful scale with carriers across the country.

Indiana is also a great case study of our strategy in action. We originally opened the state of Indiana as part of our partnership with Nationwide. That early footprint created the opportunity with Indiana Farm Bureau to join the programme, and together they now account for one of our higher density states.

It’s exactly the playbook we’re running elsewhere:

• Enter a state with a leading carrier

• Build density fast

• Add other large innovative in-state players with great brands and large local customer bases who want to offer LeakBot to their local members

• Drive partner ROI and network efficiency as density grows

Farm Bureaus across the US are especially exciting: concentrated books of business in a single state, large homeowner portfolios, with strong brands and community presence. Indiana Farm Bureau have proven to be a very innovative and dynamic partner and have shown what’s possible — we will hit 15% of their customer base next year with this contract extension, and there’s much more to come.

Huge thanks to Jeff and the whole IFB team for putting their trust in LeakBot and proving the value of predict-and-prevent.

Onwards.

— Craig

hashtag#ONDO hashtag#LeakBot hashtag#PredictandPrevent hashtag#InsurTech hashtag#IOT hashtag#P&C hashtag#Propertyandcasualty hashtag#Homeownersinsurance

Ok Red0rb thanks how about ( X4 ) add shareholders .