Member Info for avctIPmatters

FYI : Note old white paper 2022 case study being re-posted today on X. Still relevant today .

"Counting the Savings" .

https://wp-ondo-2021.s3.eu-west-2.amazonaws.com/media/2022/06/White-paper_-Counting-The-Savings-June-2022.pdf

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https://x.com/OndoPlc

"Ondo InsurTech Plc

@OndoPlc

·

51m

📊 Case Study: #LeakBot is helping insurers reduce water damage claims by 70%

How?

✅ Proactive approach to leak detection

✅ Patented Thermi-Q™ technology detects leaks as small as 5 ml/minute

✅ Trusted by Leading Insurers Worldwide

#LeakBot Protecting homes, reducing claims. "

Gmcc

Good Morning

Coris ; Seems like it is official ---deal completed .

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Investor presentation from 3B BlackBio DX published this afternoon confirming Coris acquisition.

https://x.com/JStonker/status/1956012217511379042/photo/1

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#AVCT #PurePlayTx

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Bamburgh CapitalBamburgh Capital

1,337 followers1,337 followers

2w • 2 weeks ago • Visible to anyone on or off LinkedIn

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We’re proud to have advised Indian-listed 3B BlackBio Dx Limited and its European subsidiary TRUPCR Europe on their acquisition of Belgium-based CORIS BIOCONCEPT - a specialist in rapid diagnostic testing and in vitro diagnostics.

This strategic move expands 3B BlackBio Dx’s European footprint and adds antimicrobial resistance (AMR) testing to its growing portfolio in infectious disease and oncology diagnostics.

We supported our client by managing the complexity of a multi-jurisdictional transaction and aligning stakeholders across India, Belgium, USA and the UK.

It’s another example of how we help businesses scale internationally, including in important, high-impact sectors like health and diagnostics.

Congratulations to the teams at 3B BlackBio Dx Limited, TRUPCR Europe and Coris BioConcept.

Read the full story on Insider: https://lnkd.in/eV7yxv3h

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CORIS BIOCONCEPTCORIS BIOCONCEPT

3,041 followers3,041 followers

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2w • 2 weeks ago • Visible to anyone on or off LinkedIn

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𝗖𝗼𝗿𝗶𝘀 𝗕𝗶𝗼𝗰𝗼𝗻𝗰𝗲𝗽𝘁 announces today the company has officially joined the 𝟯𝗕 𝗕𝗹𝗮𝗰𝗸𝗕𝗶𝗼 𝗗𝘅 𝗟𝘁𝗱 𝗴𝗿𝗼𝘂𝗽, alongside its European subsidiary 𝗧𝗥𝗨𝗣𝗖𝗥® 𝗘𝘂𝗿𝗼𝗽𝗲 𝗟𝘁𝗱.

This strategic move marks the beginning of a promising new chapter. By combining our expertise in rapid diagnostic testing, especially in AMR, with 3B Blackbio’s strong portfolio in molecular diagnostics, we are building a more comprehensive and future-ready diagnostic offering.

Operations in Belgium will continue as usual with the same passionate team - now reinforced by a shared vision of innovation, global expansion, and better access to diagnostic tools worldwide.

Read the related press release below for more information."

Gmcc

Hi Bella - Yes additional funding will need to be in place "Following the sale of Coris, the Company's cash runway will extend further into Q1 2026."

You mentioned this as a possible option :

---- " A deal with the likes of Healthcare Royalties will be huge because they will keep Avacta well funded and they will be the ones waiting for their investment payback without Avacta shareholders seeing further dilution. In my book, fingers crossed for a heafty deal with HR..."

Lets hope our new NED will pull some strings " David Bryant is a highly experienced international pharmaceutical executive with over 35 years in the industry. He has a strong track record in commercial leadership roles at GSK and Pfizer and was one of the original management team at Clinigen Group, from its 2012 IPO on AIM to its sale for $1.6bn in 2022. David is currently an Advisor to Healthcare Royalty (HCRx), a US-based healthcare focused private investment business."

Anyway no immediate panic - ( Simon Bennett,-Yulii Bogatyrenko,Brian Hahn , David Bryant & Richard Hughes etc ) no doubt understand what funding is required to support the pipeline timelines .

Phase one Clinical Data package completion this year might just be that missing inflection point required to open the value flood gates

"pre|CISION®: FAP-Activated Drug Delivery Platform - Silent in the bloodstream -Active in the tumor." fantastic stock to hold .imo .

Gmcc

FYI Victoria Juskaite Principal Scientist Therapeutics Avacta speaker

" Conference Day Two Thursday 4th December 2025

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

• 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"

https://web.hansonwadegroup.com/rs/355-DOS-429/images/14th%20Tumour%20Models%20Summit%20London%202025.pdf

Courtesy of stonks

https://x.com/JStonker/status/1955935742372221164

@JStonker

#AVCT to present at the 14th Annual Tumour Models Summit in London in December

https://tumour-models.com/about-event/

gmcc

Think AVA6000 will be partnered so still should add value in it own right . The pre|CISION® platform will be the big prize . The sooner the better for patients so not bothered who or how many others get involved to take the pipeline forward . --- win/win for everyone involved ..

Next few months should be very exciting

Gmcc

Kind of splitting hairs there Bella - Simply means -- "These advances in pre|CISION® will continue to drive value in the Company for shareholders." Avacta commerciality will be met by -- "continue to engage with third parties across a range of commercial opportunities reflecting the breadth of the pre|CISION® platform"

In other words different funding options will be needed not all at the same time .

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Q2 2025 Business Update

"The data continue to show a favorable tolerability profile and increasingly durable responses in salivary gland cancers. The AVA6103 program is progressing towards the start of a Phase 1 trial early next year, reflecting efforts to develop a new class of medicines aimed at improving drug delivery and patient outcomes. These advances in pre|CISION® will continue to drive value in the Company for shareholders."

We continue to engage with third parties across a range of commercial opportunities reflecting the breadth of the pre|CISION® platform and progressing these discussions remains a top priority. We are also discussing FAP-Dox with a range of parties who are keen to assess additional data which is due later this year and in H1 2026."

Gmcc

Worth waiting for IMO : Good luck Avacta ,

Gmcc

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17 Jul 2025 RNS Equity Fund Raise

"Christina Coughin, CEO of Avacta commented:

"This placing for July's convertible bond repayment presents us with greater funding solution optionality, as we enter a pivotal period commercially with multiple catalysts over the coming months. I am very confident our strengthened Board and management team will ensure we are well positioned to capitalize on the multiple opportunities our pre|CISION® technology is enabling"

Thanks BV : That would be a nice possibility , note Avacta get a mention in this link :

"6. COMPETITIVE LANDSCAPE

--- 6.1.3 Avacta Life Sciences Limited"

https://www.mordorintelligence.com/industry-reports/central-nervous-system-biomarkers-market

"Central Nervous System Biomarkers Market Analysis

The Global Central Nervous System Biomarkers Market size is estimated at USD 6.04 billion in 2025, and is expected to reach USD 8.74 billion by 2030, at a CAGR of 7.67% during the forecast period (2025-2030). Source: https://www.mordorintelligence.com/industry-reports/central-nervous-system-biomarkers-market"

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Good Morning

Probably just poor reseach interpretation by Roshani Muley (SEO Executive) Digital Marketer anyway Avacta get a mention maybe mistaking "precision medicine."

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July 31, 2025

"Central Nervous System Biomarkers

July 31, 2025

Biomarkers have emerged as a critical tool in modern medicine, aiding in the early detection, diagnosis, and treatment monitoring of various diseases. In the realm of neurology, central nervous system (CNS) biomarkers are transforming the way conditions such as Alzheimer’s disease, Parkinson’s disease, multiple sclerosis, and traumatic brain injuries are understood and managed. The central nervous system biomarkers market is expanding rapidly, driven by advancements in research, the increasing burden of neurological disorders, and a growing focus on precision medicine."

https://www.linkedin.com/pulse/central-nervous-system-biomarkers-market-growth-factors-roshani-muley-74x8f/?trackingId=uHMYl9KjRhOv54w%2Fj7XdKA%3D%3D

https://www.theinsightpartners.com/reports/central-nervous-system-biomarkers-market

Gmcc

Thanks badtrader99 for sharing : Pity sound quality on Hugo mike asking the questions not great - Good interview quite forensic questions -batted away nicely by Craig & Kevin - Nice stock to hold .

" +50-page deep-dive report on Ondo, where I laid out the full investment thesis and why I believe this could be a 100-bagger setup in the making."

"

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"View Hugo Navarro’s graphic link

Hugo NavarroHugo Navarro

• 3rd+Verified • 3rd+

53.9% YTD │ Undervalued & Undercovered | Value Investor53.9% YTD │ Undervalued & Undercovered | Value Investor

3d • 3 days ago • Visible to anyone on or off LinkedIn

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Ondo Insurtech Deep Dive: What Investors Need to Know (CEO & CFO Interview)

This week I had the opportunity to sit down with the CEO (Craig Foster) and CFO (Kevin Withington) of Ondo InsurTech for a 45-minute deep-dive interview.

We covered many of the key questions investors have been asking:

✅ Growth trajectory & US expansion

✅ Dilution concerns and cash flow outlook

✅ Competitive landscape and market opportunity

✅ What happens when customers switch insurers

✅ New use cases emerging in Australia

... and much more.

🎥 Watch the full interview here:

https://lnkd.in/dr-cTHFK

This conversation follows my +50-page deep-dive report on Ondo, where I laid out the full investment thesis and why I believe this could be a 100-bagger setup in the making.

If you're following the insurtech space or looking into small-cap growth stories with recurring revenue and capital-light models, this is worth your time.

hashtag#OndoInsurTech hashtag#LeakBot hashtag#InsurTech hashtag#SmallCapStocks hashtag#GrowthInvesting hashtag#DeepDive hashtag#Investing hashtag#SaaS hashtag#IoT hashtag#WaterTech

Ondo InsurTech CEO & CFO Interview | Behind the Scenes of a Potential 100-Bagger

youtube.com

https://www.linkedin.com/posts/hugo-navarro-307972242_ondo-insurtech-ceo-cfo-interview-behind-activity-7358864741273866243-j2qa/

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gmcc

Fyi : Nice to see Tom Clough promotion to Senior Medicinal Chemist ..

Need all his Chemistry skills help progress AVA6103 pipeline(+ other drug development ) . @ Support IND filing etc .

https://avacta.wistia.com/medias/8f6ompcjib

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https://www.linkedin.com/in/tom-clough-739a20a9/

Tom CloughTom Clough

• 3rd+3rd+

Medicinal Chemist at AvactaMedicinal Chemist at Avacta

6d • 6 days ago • Visible to anyone on or off LinkedIn

I’m happy to share that I’ve been promoted to Senior Medicinal Chemist at Avacta Therapeutics!"

Gmcc

If you scroll down interesting biotech analysis info provided by Biotech Investor on X

https://x.com/learnbiotech

Would like to think Avacta one day will feature - no reason why not as already seem to tick a lot of boxes to wet the appetite of big pharma /investors

Gmcc

Good Morning

" Avacta holds an enviable IP position with multiple families and new foundational IP around the sustained release mechanism of pre|CISION delivery"

Slide 30 https://avacta.com/wp-content/uploads/2025/07/Avacta_Corp_23July2025.pdf

Nice input courtesy of X friends highlights work going on . Kind of important Avacta keep control - owning the IP is the forerunner to getting better value in the future for the assets ,

https://x.com/Cumulus51896691/status/1952641508449845403

Gmcc

Hi Nanomat thanks for sharing : Not FT article bur might be same topic :

https://www.gov.uk/government/publications/transforming-the-uk-clinical-research-system-august-2025-update/transforming-the-uk-clinical-research-system-august-2025-update

gmcc

Nice find courtesy @RAH00084 X : Some good info shared appreciated

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

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Good that Avacta use Tempus ·

https://x.com/TempusAI/status/1950924019898708064

"Tempus

@TempusAI

From sample collection to report delivery, our passionate and dedicated lab team provides the highest quality of care and precision for each and every patient we sequence. This steadfast commitment is essential to providing physicians with the data-driven insights needed to personalize their patients' care. Follow the journey below."

Gmcc

"Silent in the bloodstream.Active in the tumor.!

Slide 5 https://avacta.com/wp-content/uploads/2025/07/Avacta_Corp_23July2025.pdf

gmcc

Thanks

"Christina Coughlin @coughlin582

Looking forward to October in Germany - cue up the data from the FAP-Dox dose escalation trial, including the longer term follow up data. Key data for the pre|CISION platform #AVCT

Silent in the bloodstream. Active in the tumor.

Quote

Avacta

@avacta

·

8h"

Indeed a poster : Good though to see Dr Tap still involved old quote " AVA6000 will become standard of care overnight if trial works " or something like that .

https://cslide.ctimeetingtech.com/esmo2025/attendee/confcal_3/presentation/list?q=964P+-+A+Phase+I+trial+of+FAP-Dox+%28AVA6000%29%2C+a+Fibroblast+Activation+Protein+%28FAP%29-released+and+tumor+microenvironment+%28TME%29-targeted+doxorubicin+peptide+drug+conjugate+in+patients+with+FAP-positive+solid+tumors+Presentation+Number+964P+Speakers+William+D.+Tap+%28New+York%2C+United+States+of+America%2C+NY%29&r=pt%7E46

Gmcc

Thanks for sharing - Looking good - See what news Friday presentation reveals .

Nice little stock to hold .

Gmcc