Member Info for avctIPmatters

Good Morning - Avacta can help treat cancer patients .

https://www.dailymail.co.uk/health/article-15129377/Global-cancer-explosion-Deaths-75-2050-Britons.html

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Tempus : Help de-risk and accelerate the path to clinic

https://www.tempus.com/life-sciences/research/?utm_source=linkedin&utm_medium=organic_social&utm_campaign=world_cancer_day&utm_term=september_2025&utm_content=learn_more

Gmcc

Thanks for sharing nice stock to hold .

Gmcc

Best of luck Avacta management :

"Having strategic clarity around what makes your company a partner of choice goes beyond the science and data. It’s about having a clear unmet need in well-defined markets and product candidates that are expected to offer significant benefit to patients.

In a selective market like 2025, those who combine scientific rigor, operational discipline and reputational savvy will be the ones getting to yes—and fueling pipelines and promise for patients worldwide."

Gmcc

Good evening - Interesting article . Avacta working towards ticking many of the required boxes .

courtesy x

https://www.fiercebiotech.com/sponsored/getting-yes-how-deal-making-fuels-biotech-growth

Plus Dr Smith

https://n4pharma.com/leadership-team

Some well known faces

https://n4pharma.com/senior-leadership-team

Avacta using best in class hospitals & staff .

https://www.oncologynewscentral.com/oncology/annual-oncology-hospital-rankings-released-which-us-centers-are-worlds-best

https://avacta.com/about/leadership/

Gmcc

Courtesy of x :

Existing ADC not perfect . Does seem to be a need for less toxic ADC chemo treatments . Avacta NextGen Fibroblast activation protein-α (FAP) proprietary warhead delivery system + Tempus might just be the ideal solution .

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https://x.com/hashtag/AVCT?src=hashtag_click&f=live

"T-DXd and Then What in Metastatic Breast Cancer? Real-World Data Offer Few Clues"

https://www.oncologynewscentral.com/

https://www.oncologynewscentral.com/breast-cancer/t-dxd-and-then-what-in-metastatic-breast-cancer-real-world-data-offer-few-clues

Gmcc

FYI Courtesy of stonks :

"Global #AVCT patent application published this morning, filed back in March - Polypeptides and methods for detecting and quantifying small molecules "

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2025191078&_cid=P10-MFPANN-29543-1

https://x.com/JStonker/status/1968631083827675525/photo/1

Gmcc

Good Morning thanks for sharing :

Different partners for different drugs for each candidate selected from Avacta pipeline .Retain the IP proprietary pre|CISION® platform . All depends if individual smaller deals - /royalty payments /license per drug combo candidate added together is better asset value than Avacta getting taken over for one big mega bucks deal .

Anyway win win for everyone involved whatever happens

Gmcc .

Courtesy stonks - shares good stuff .

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"stonks

@JStonker

Some truly multinational #AVCT coverage published this afternoon - a research note from a US- and India-based consultancy, in Chinese, on the South Korean oncology market, noting that Avacta is "redefining cancer treatment".

I have to agree."

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Gmcc

https://sphericalinsights.com/zh/reports/south-korea-precision-medicine-in-oncology-drug-market

Last bit :

5. Reading the behaviour: a chain of announcements is being set up.

The combination of new Ava7100 details, greater precision in cancer targets, Ava6000 expansion timelines, and streamlined messaging points to a coordinated build up. The company is most probably preparing to drop several updates in close succession (nomination, expansion data, and IND filing) to present the platform as both mature and broad within a defined window.

Intelligent Take:

#AVCT is very likely syncing its external messaging with internal progress, the hallmarks of a biotech on the verge of shifting gears. These edits are the preconditions of disclosure. When timelines, indications, and partner facing language all converge, it usually means the next wave of data is already being arranged into a narrative precise enough to withstand outside scrutiny and, most probably, external negotiation already in progress.

10:16 AM · Sep 13, 2025"

3,136 Views"

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Fingers crossed Gmcc

Good Morning - Like this website science interpretation.

https://avacta.com/pipeline/

Courtesy ---------@Allie_aa_#AVCT : Reading the Website Signals

https://x.com/Allie_aa_/status/1966793218558746801

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1. Ava7100 page shifts from outline to disclosure ready detail.

The pipeline now shows Ava7100 as an Affimer-based FAP-cleavable conjugate, with candidate selection guided for H2-2025 and an IND targeted for H2-2026. The same page confirms the construct with a DAR = 5 (DAR = drug-to-antibody ratio, i.e. the average number of payload molecules attached per targeting scaffold, a key determinant of potency and safety). Some analyst reports (e.g https://trinitydelta.org/wp-content/uploads/2024/11/Avacta-Outlook-241118.pdf ) also reference a DAR 4–5 design.

This likely means pharmacology and manufacturability questions have already been worked through to a point where disclosure structure has been locked, and that a nomination announcement is most probably in late stage preparation.

2. Indication narrowing : internal data is driving trial blueprints.

Ava7100 has shifted from broad “cancers” to specific tumour types (HNSCC, NSCLC, CRC). Companies don’t narrow disease wording unless translational data consistently points to those areas. This likely reflects preclinical evidence crossing the threshold needed to inform draft protocols. It also most probably means biomarker thresholds or patient selection criteria are already being shaped in regulatory discussions.

3. 6103 and 6000 are being choreographed to reinforce 7100.

The site confirms 6103 is in INDenabling, with IND planned for Q4-2025/Q1-2026 and Phase 1 start in Q1-2026. Meanwhile, 6000 expansion data are expected in late-2025 (salivary gland) and H1-2026 (TNBC) https://markets.ft.com/data/announce/detail?dockey=1323-17114399-41FKI21DLHK5P8C8CEKRK8HAN5

Lining these dates against the 7100 nomination window suggests deliberate timing: it is most likely designed to present efficacy (6000), diversification (6103), and a next gen Affimer construct (7100) in close succession. Again, platform level choreography rather than isolated milestones.

4. The presentation of the site now carries the fingerprints of preparation for external review.

Diagnostics have been stripped back, pipeline graphics simplified, and program language made uniform, with BD contact details clearly highlighted (from the Avacta pipeline webpage: “To explore how we can work together, please contact our Chief Business Officer.”). Those of us at the AGM also heard direct reference to ongoing “talks”. The Annual Report 2025 explicitly states they are seeking a partner for Ava6000 and will evaluate licensing opportunities after data. The timing, set to coincide with upcoming disclosures, makes it very likely the company is shaping its narrative for partner ready assessment."

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continued

Https://www.bing.com/videos/riverview/relatedvideo?q=3+WHEELS+OM+WAGON+SONG&mid=A2A3C60277A8D6430DF8A2A3C60277A8D6430DF8&mmscn=stvo&FORM=VAMGZC

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Most folks here know all about Avacta past history certainly not been a trouble free investment , my current book cost showing a paper loss for a long time , Still a bit to go to get back into profit .'- Onwards & Upwards from here . Avacta still rolling along . It will come good in the end .

Anyway think harping on about past events , serves little purpose - Look forward not back . Avacta Science has moved on - new management team - funding initiatives in place . Looking forward to the next stage in the Avacta journey ,

Thought this article fair reflection on what what might happen next (posted previously no idea on reader circulation)

https://business-news-today.com/can-avactas-peptide-drug-conjugates-rival-adcs-the-next-chapter-in-targeted-cancer-delivery/

Obviously the answer to these questions below is YES Avacta CAN ,

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"Can Avacta’s peptide drug conjugates rival ADCs? The next chapter in targeted cancer delivery

Avacta’s peptide drug conjugates could change how we deliver cancer drugs. Find out how they compare to ADCs and what’s next for the UK biotech’s platform.

Could peptide drug conjugates redefine the future of targeted chemotherapy?

Peptide drug conjugates represent a new logic in oncology drug delivery—one that emphasizes conditional activation over fixed targeting. For patients, this could mean safer, more effective treatments. For drug developers, it opens new therapeutic windows in solid tumors previously considered off-limits due to toxicity.

Whether Avacta becomes the platform leader in this emerging space will depend not just on preclinical theory, but on clinical proof, capital discipline, and strategic execution. Still, with a clear mechanistic rationale and growing attention on tumor stroma biology, PDCs may be carving out the next frontier in cancer therapeutics—one that even the ADC giants may not see coming."

Have a nice day ,

Gmcc

" Revised manuscript received: Mar 21, 2025.

Publication date: Apr 25, 2025"

Few months ago interview with Michelle Morrow, Chief Scientific Officer, Avacta

https://cdn.insights.bio/uploads/attachments/Morrow.pdf

Good Morning

Slight variation in wording on last 3 RNS but all send the same message . " pre|CISION® Platform works " . Much better cancer patient treatment .

---"reducing systemic exposure and toxicity, allowing dosing to be optimized to deliver the best outcomes for patients."

---"providing unique benefits over traditional antibody drug conjugates."

---"where the drug is silent in the bloodstream yet active in the tumor, allowing cancer cells to be targeted while preserving patient vitality."

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"About the pre|CISION® Platform

The pre|CISION® platform comprises an anticancer payload conjugated to a proprietary peptide that is a highly specific substrate for fibroblast activation protein (FAP) which is upregulated in most solid tumors compared with healthy tissues. The pre|CISION® platform harnesses this tumor specific protease to cleave pre|CISION® peptide drug conjugates and pre|CISION® antibody/Affimer® drug conjugates in the tumor microenvironment, thus releasing active payload in the tumor and reducing systemic exposure and toxicity, allowing dosing to be optimized to deliver the best outcomes for patients.

Avacta Therapeutics is a clinical-stage life sciences company expanding the reach of highly potent cancer therapies with the pre|CISION® platform. pre|CISION® is a proprietary warhead delivery system based on a tumor-specific protease (fibroblast activation protein or FAP) that is designed to concentrate highly potent warheads in the tumor microenvironment while sparing normal tissues. Our innovative pipeline consists of pre|CISION® peptide drug conjugates (PDC) or Affimer® drug conjugates (AffDC) that leverage the tumor-specific release mechanism, providing unique benefits over traditional antibody drug conjugates.

Christina Coughlin, CEO of Avacta commented:

"We are delighted to be on the shortlist for Technology of the Year among companies listed on the AIM market. Our pre|CISION® technology changes the way that potent cancer therapies are delivered to patients, where the drug is silent in the bloodstream yet active in the tumor, allowing cancer cells to be targeted while preserving patient vitality. We look forward to the event next month."

Gmcc

"**Please note that the presentation time listed on the ESMO website differs from the time included in our press release, above. Congress organizers regularly update schedules after initial publication, and this is a normal part of the process. We will confirm the final presentation details once they are set by ESMO.!

https://avacta.com/avacta-to-present-new-fap-dox-ava6000-data-at-the-european-society-for-medical-oncology-esmo-congress/

Courtesy stonks thanks

FYI https://x.com/hashtag/AVCT?src=hashtag_click&f=live

ESMO announcement updated just now to clarify session times

https://avacta.com/category/therapeutics/ 0 2025-09-08 17:35 +00:00

gmcc

Good Morning - Think unrealistic to expect a running commentary from Avacta Management or external official contacts .

However do like the Spotlight series introduced by CC .

https://avacta.com/category/spotlights/

Website still needs attention to keep all pages current but much improved.

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Bit dated but this is the Avacta communication policy ;

https://avacta.com/investors/corporate-governance/#communications_engagement

"Shareholder communications and engagement

Responsibility for investor relations sits with the Chief Executive Officer, supported by the Chief Financial Officer and Group Communications Director together with input from other members of the Senior Management Team as required.

The Company is committed to communicating openly with its shareholders to ensure that its strategy and performance are clearly understood. We communicate with shareholders through the Annual Report & Accounts, full-year and half-year announcements, trading updates and the Annual General Meeting, and we encourage shareholders’ participation using technology platforms such as the Investor Meet Company platform.

A range of corporate information (including the Annual Report & Accounts) is also available to shareholders, investors and the public on our website, www.avacta.com. The Company uses intermediaries such as Investor Meet Company and Vox Markets to ensure that key updates provided via RNS releases are relayed to as many shareholders as possible. The Directors encourage the participation of all shareholders, including private investors, at the Annual General Meeting, with over 100 shareholders attending the 2024 AGM in person.

The Chief Executive Officer and Chief Financial Officer meet regularly with institutional shareholders to foster a mutual understanding of objectives and communicate back to the Board. The Chairman and Non-executive Directors are also available to discuss governance and other matters directly with major shareholders.

The Company also holds science days, where investors and significant private shareholders are provided with an update on the Group’s scientific activities by members of the Board and Senior Management Team.

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Gmcc