Member Info for avctIPmatters

Courtesy - https://x.com/sandyradders/status/2057428240847769968

Great clip - Curtis knows .

"Sandy Radford

@sandyradders

Hi Myles, yes - what stood out for me was Curtis effectively suggesting the preclinical models may actually underestimate what AVA6103 could achieve in the clinic.

I will let the video do the talking - in the classic understated #AVCT way of explaining something potentially very significant."

Gmcc

Courtesy of stonks --- AVA6103 seems to fit the bill .

"stonks

@JStonker

"Better ADCs need delivery precision, not just payload potency. Next-gen ADCs will be judged by where the drug goes, when the payload is released and which normal tissues are spared."

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

"Rakesh Dixit, Ph.D., DABT

• 3rd+

Cofounder, President and CSO, Regio Biosciences (An AstraZeneca Spin-off Company)CEO of Bionavigen Oncology, LLC ( A Consulting and Business Development Company)

1d •

Follow

When Delivery Itself Drives Toxicity: Safety Lessons from ADCs

Antibody–drug conjugates were built to deliver potent payloads to tumors. Clinical experience shows an important caveat:

ADC toxicity is shaped not just by the payload but also by delivery.

An ADC’s safety reflects the combined effects of the target, antibody, linker, DAR, payload, Fc biology, tissue trafficking, catabolites, and dosing schedule.

My key translational lessons include:

1. Tumor-enriched is not tumor-specific.

Low-level expression in normal tissues can still matter, especially with highly potent payloads or limited tissue repair.

2. Off-target uptake can matter as much as on-target binding.

Fcγ receptor uptake, macropinocytosis, hydrophobicity, aggregation, and nonspecific endocytosis can redirect ADCs to the lung, marrow, liver, spleen, eye, and immune cells.

3. Linker kinetics shape toxicity.

Premature release, rapid intracellular cleavage, bystander-capable payloads, or tissue-retained catabolites can drive neutropenia, thrombocytopenia, ILD, ocular toxicity, or GI injury.

4. Toxicity timing is informative.

Early neutropenia often reflects systemic exposure to the payload in marrow progenitors, whereas delayed ILD may reflect immune-cell uptake in the lungs, cumulative injury, and inflammation.

5. Better ADCs need delivery precision, not just payload potency.

Next-generation ADCs will be judged by where the drug goes, when the payload is released, and which normal tissues are spared.

The key translational question is no longer:

“Is the payload potent?”

It is:

“Where is the payload delivered, when is it released, how long does it persist, and which normal tissues pay the price?”

ADCs remain a powerful oncology modality. The winners will be those who treat delivery as a pharmacologic variable—not a passive transport function.

Rakesh.Dixit@Bionavigen.com"

Gmcc

Reasonable pros/cons but article completely ignores significance of AVA6103 outstanding pre- clinical data results compared to ADC treatment .

Gmcc .

FYI :Another AI update

"AVCT entry at 86p is a bet on AVA6103: What Avacta Group investors should know

Avacta Group sets up a binary AVA6103 readout for late H2 2026. Here is what AVCT retail investors need to weigh before the data lands and runway runs."

"Tracking the AVA6000 H1 2026 readout is the next informational checkpoint, because a strong AVA6000 data set ahead of AVA6103 would reduce the binary weight on the late H2 readout. Watching the partnering newsflow matters more than watching the share price, because a credible licensing deal would change the AVCT investment case structurally."

https://business-news-today.com/avct-entry-at-86p-is-a-bet-on-ava6103-what-avacta-group-investors-should-know/

Gmcc

AVA6103 patient trial ongoing at this site : Seems to be a good location attracting Cancer Specialists .

Fairfax, Virginia, United States, 22031

Recruiting NEXT Oncology Virginia

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

Etan R. Aber, MD, PhD

https://virginiacancerspecialists.com/virginia-cancer-specialists-welcomes-etan-r-aber-md-phd-to-the-research-institute-as-a-medical-oncologist/

"“Virginia Cancer Specialists has built one of the most robust community‑based research programs in the region, offering patients access to innovative therapies close to home,” said Alexander I. Spira"

Not saying Etan R. Aber, MD, PhD will be involved with AVA6103 as they cater for many patient trials but Alex Spira, MD, PhD, FACP, FASCO reposted this

Linkedin "View company: Virginia Cancer Specialists, P.C.

Virginia Cancer Specialists, P.C.

19h •

Follow

Virginia Cancer Specialists is pleased to welcome Etan R. Aber, MD, PhD, as a medical oncologist in the Virginia Cancer Specialists Research Institute.

Dr. Aber is a board-certified physician scientist with NIH training and specialized expertise in precision oncology, clinical investigation, and developmental therapeutics. His work supports VCS’s mission to integrate clinical research and personalized care to improve outcomes for patients across Northern Virginia.

Now seeing clinical trials patients in Fairfax, home to the largest cancer clinical trials program in the Mid-Atlantic.

🔗 https://lnkd.in/g7ptB_84

#Welcome #CancerResearch #PatientCare #ClinicalTrials #VirginiaCancerSpecialists"

Gmcc

FYI Rather more interesting than the daily petty squabbles posted here . Thankfully Avacta management know what they have & know what steps to take with the science pipeline to achieve commercialisation . Happy to let them get on with it .

https://business-news-today.com/avacta-fy25-puts-avct-on-a-clock-16-9m-cash-two-phase-1-reads-one-shot/

Gmcc

RNS : " Vision and strategy

Our vision Is to conquer cancer with existing therapies while preserving patient vitality and healing. In a world where effective cancer therapy often means a difficult trade-off between efficacy and safety, pre|CISION® has the potential to offer something different: Hope without compromise.

Our strategy is to develop and ultimately commercialize a broad portfolio of drugs, based on the ability of pre|CISION® technology to repurpose a range of oncology drugs to significantly reduce toxicity and side effects by concentrating the payload in the tumor, and so improving efficacy and patient tolerability.

We are challenging the current drug delivery methods with the goal of expanding the reach of high potent anticancer therapies. In principle, if applied to all patients whose tumors overexpress fibroblast activation protein (FAP), a common tumor-associated protein, our approach could ultimately lead to treatments for nearly all patients across a wide range of cancers."

Also ""Our portfolio is supported by strong and increasingly valuable intellectual property to protect our innovation. It continues to generate strong interest from multiple parties for potential commercial agreements. These could both generate revenue to support our development and broaden the application of our technology."

Avacta : Great company to stay invested in. Certainly worth waiting for that shareholder incremental asset value.

Gmcc

Note : "Daiichi Sankyo Gains FDA Approval for Enhertu in Two Early-Stage HER2-Positive Breast Cancer Indications"

https://www.pharmanow.live/latest-news/daiichi-sankyo-fda-approval-enhertu-her2-positive-early-stage-breast-cancer-dual-indication

https://business-news-today.com/astrazeneca-daiichi-sankyo-secure-fda-approval-for-enhertu-in-two-early-breast-cancer-indications/

Avacta nicely positioned to assist : Daiichi Sankyo 5 year plan :

https://www.daiichisankyo.com/files/news/pressrelease/pdf/202605/20260511_E.pdf

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

Avacta RNS : "Providing data analysis of two ADCs, including Enhertu®, as part of the AVA6103 program, further demonstrates the alignment of the ADC mechanism and highlights the critical advantages of our pre|CISION® delivery directly to the tumor with higher selectivity, regardless of the ADC target.

"The data with our pre|CISION technology to deliver dual payloads has now demonstrated for the first time an efficacy advantage over single payload ADCs in a FAP-low and HER2-positive patient-derived cancer model."

Gmcc

AVA6000 https://clinicaltrials.gov/study/NCT04969835?tab=history&a=11&b=12

"Experimental: AVA6000 Phase 1b Dose Expansion (dose identification)

Dosing on this arm will occur at RDE -1 to identify the optimal biologic dose of AVA6000. Patients on this arm will receive AVA6000 until disease progression, unacceptable toxicities, withdrawal from treatment for other reasons, or death, whichever occurs first.!

". A cohort at RDE -1 was added to select the optimal biologic dose. Cardiac safety will be assessed at cumulative exposure above the standard lifetime maximum exposure of doxorubicin."

Gmcc

AVA 6000 Clinical trial also updated :

https://clinicaltrials.gov/study/NCT04969835?tab=history&a=12&b=13#version-content-panel

"Grand Rapids, Michigan, United States, 49546

Status:

Recruiting

Facility:

START Midwest

Contact:

Contact

Ronan Pleass

ronan.pleass@startresearch.com"

Trial update

https://clinicaltrials.gov/study/NCT07454642?tab=history&a=2&b=3#version-content-panel

https://clinicaltrials.gov/study/NCT07454642

Gmcc

FYI Did ask about the video recording :

Reply today from Cohesion Bureau

"Dear xxxxxx,

Thanks for your note and for your patience.

Dr Coughlin said last week this would be ‘in due course’.

I have checked with Chris and the team and we have no further update beyond this.

Best regards,

Richard

Cohesion Bureau

----------

"

Replying to

@avacta

If you were not able to secure a seat to attend, rest assured the sessions are being professionally recorded and the edited video will be available as soon as possible after the event on the website, no more than a week later. As always, we are grateful for the support. #AVCT!!"

Gmcc

Many folk contributed mentioned in credits :

"A phase Ia/Ib trial of FAP-Dox (AVA6000), a fibroblast activation protein (FAP)–released doxorubicin peptide drug conjugate in patients

with FAP-positive solid tumors and activity against salivary gland cancers.

Authors: Renata Ferrarotto, Robert Metcalf, Steph A. Pang, William D. Tap, Udai Banerji, T.R. Jeffry Evans, Elizabeth R.

Plummer, Alan Anthoney, Gezim Lahu, Nelson Kinnersley, Ruairidh Edwards, Kimberly Paulsen, David N. Liebowitz,

Anthony F. Yu, Chris Twelves, Jennifer M. Specht, Alan L. Ho, Natalie Cook, Gilad S. Gordon

Organizations: Department of Thoracic/Head and Neck Medical Oncology, The University of Texas MD Anderson

Cancer Center, Houston, TX, Department of Head and Neck, The Christie NHS Foundation Trust, Manchester, United

Kingdom, The Institute of Cancer Research and the Royal Marsden NHS Foundation Trust, London, United Kingdom,

Memorial Sloan Kettering Cancer Center and Weill Cornell Medical College, New York, NY, Drug Development Unit,

The Institute of Cancer Research, London, United Kingdom, Beatson West of Scotland Cancer Centre, University of

Glasgow, Glasgow, United Kingdom, Newcastle University, Newcastle upon Tyne, United Kingdom, St. James's

Hospital and The University of Leeds, Leeds, United Kingdom, Thinkq2 AG, Baar, Switzerland, Avacta Life Sciences,

London, United Kingdom, Memorial Sloan Kettering Cancer Center, New York, NY, St. James’s Hospital and The

University of Leeds, Leeds, United Kingdom, University of Washington, Seattle, WA, Solid Tumor Oncology Division,

Head and Neck Service, Memorial Sloan Kettering Cancer Center, New York, NY, University of Manchester and The

Christie NHS Foundation Trust, Manchester, United Kingdom, ORRA Grp LLC, Boulder, UT

The full, final text of this abstract will be available on May 21 at 05:00 PM ET.

Research Funding:

Avacta Therapeutics

New presenter

https://faculty.mdanderson.org/profiles/renata_ferrarotto.html

Reminder courtesy Stonks & others ;

"https://www.asco.org/abstracts-presentations/264652

stonks

@JStonker

·

1h

Abstract titles for ASCO Breakthrough in Singapore released on 19th May too - possibly the second conference referred to at the science day. Poster sessions on head and neck, breast cancer, sarcoma etc. End of June so just within H1.

Gmcc

Thanks alextak - Not sure how this might work with Avacta affimers anyway Avacta still hold a stake in the company .

"

[Seoul=Newsis] Reporter Hwang Jae-hee = Apicell Therapeutics, a bio company jointly established by Daewoong Pharmaceutical and UK-based Avacta, will take on new drug development in the field of intractable diseases together with ProAptic.

Apicell Therapeutics announced on the 12th that it has signed a joint research and development and licensing agreement with ProAptic for next-generation protein degradation drug candidates.

This agreement is characterized by the combination of the technologies possessed by both companies to develop LYTAC (Lysosome Targeting Chimera)-based drug candidates.

Apicell Therapeutics will provide its 'eTPD' design technology targeting disease-related proteins, while ProAptic will apply its proprietary platform technology 'SelecAll,' which links drugs or functional substances to proteins.

Apicell Therapeutics’ eTPD is a technology designed to selectively target and eliminate disease-related proteins that exist outside the cell.

ProAptic’s SelecAll is a platform based on non-natural amino acid insertion technology, which allows artificial amino acids not found in nature to be inserted at specific positions in proteins, enabling drugs or functional substances to be connected at desired locations.

Through this collaboration, the two companies expect to design the structure of LYTAC candidates and improve stability and therapeutic efficacy.

While existing protein degradation technologies mainly target intracellular proteins, LYTAC is differentiated by its ability to selectively eliminate disease-related proteins outside the cell or on the cell membrane. This is expected to expand the potential for developing new therapies in the field of intractable diseases, such as solid tumors and autoimmune diseases, which are difficult to approach with existing treatments.

Through this agreement, Apicell Therapeutics will expand its R&D capabilities from a focus on cell and gene therapies to next-generation antibody-based drug development. ProAptic will also broaden the range of its technology use by applying its protein-binding platform to actual drug pipelines.

Park Sung-soo, CEO of Apicell Therapeutics, said, 'ProAptic’s advanced platform is an important factor that can enhance the completeness of the next-generation protein degradation drug development that Apicell has been pursuing.' :

Gmcc

Very Good Morning - At last my cash balance in profit "Market Cap £401.35m " hopefully onwards & upwards .

Gmcc

Contd

It was made crystal clear that the scope of Precision is all cancers with FAP and that is 90% of all solid tumours. They can and will have drugs in time that will be suitable to address all these indications. The scale of the opportunity and the TAM is biblical. Although this is not new thinking about this again in the context of what we were told yesterday only confirms this is the expectation not just a pipe dream.

3/4

Just when you thought that was it you hear about the dual warhead AVA6207 ambitions which will no doubt be crystallising into multiple commercial deals in due course. The optionality is astounding and you don't spend time talking about AVA6207 which uses exatecan and the same warhead being used in the AVA6103 trial unless it is working!!

Congratulations to all the team.

4/4

Gmcc

Good Morning Look forward to seeing the video recording . Meanwhile a flavour of what to expect .

Courtesy https://x.com/AM231982/status/2052368626334728690

@AM231982

Another outstanding Science day delivered yesterday by #AVCT to a full house of investors.

It has never been clearer that the transformational science, IP, optionality and value of the Precision platform continues to dwarf what most people can comprehend.

Focusing on a particular trial means you can easily get blinded by the lights and ignore the huge number of possibilities created by the technology which is the very foundation.

For perspective the entire ADC market was formally put on notice yesterday (again). The checkmate play has started. For all the positives ADCs have bought patients for over a decade its issues are still toxicity, tumour targeting and getting enough warhead to the tumour. The simplicity of FAP enabled Precision drugs solves all these issues in some way. Both Enhertu and Datroway were formally compared to AVA6103 preclinical findings and got slaughtered. Blockbuster drugs generating billions today got slaughtered under that analysis! This will be peer reviewed. Replicate this in humans and the industry will wonder how little old Avacta has been hiding in plain sight for so long and hardly anyone knew!

1/4

In addition to that the AVA6103 trial continues with 2 new indications added in recent weeks for 6 in total. You don't do that if the trial is not performing. Nor do you disclose 8 trial sites for P1A with up to 20 being added to support the wider trial!

Genuine excitement from Dr Spira who is running the trial in the US. He has seen countless ADC trials under his watch and clearly explained why he is so excited about the Avacta trial and why this opportunity is so different.

2/4

AM23

@AM231982

·

May 7

We heard the science team talk detail for 2.5 hours. The confidence and belief they have is amazing. No ambiguity just facts represented by data, charts and numbers and rationale explanation. It is telling there is a lack of challenge to the science which is so simple and yet so extraordinary.

Chris was exceptional, lead from the front as usual and left no doubt how excited the team is for making real change here. No more compromises on enduring awful toxicity just to be treated for cancer, that is no longer good enough at Avacta and they have the answers. At some point the game will be up as the science will be supported by irrefutable clinical evidence across indications with some of the highest unmet need.

It was made crystal clear that the scope of Precision is all cancers with FAP and that is 90% of all solid tumours. They can and will have drugs in time that will be suitable to address all these indications. The scale of the opportunity and the TAM is biblical. Although this is not new thinking about this again in the context of what we were told yesterday only confirms this is the expectation not just a p