Member Info for avctIPmatters

Thanks "Craig Foster

@foster_ideas

✈️ Back to the USA next week — state-hopping to meet with C-level execs from some of the biggest insurers in the game.

Looking forward to great conversations about prevention, claims savings, and scaling LeakBot across the States. Let’s go! 🇺🇸💧

#ONDO #LeakBot #Insurtech

gmcc

Good Morning

"Notice of 2024 Preliminary Results

Avacta expects to report its Preliminary Results for the 12 months ended 31 December 2024 during May 2025. "

Not sure why folks think late :

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https://find-and-update.company-information.service.gov.uk/company/04748597

Accounts

Next accounts made up to 31 December 2024 due by 30 June 2025

Confirmation statement Next statement date 24 April 2025 due by 8 May 2025"

gmcc

Link to 3 posters if not seen before :

https://avacta.com/events-presentations/2025-aacr-annual-meeting/

https://avacta.com/events-presentations/2025-aacr-annual-meeting/ 0 2025-05-01 10:37 +00:00

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View the three posters presernted at the event here:

Comparative pharmacokinetics and tumor activation of fibroblast activation protein (FAP)-enabled pre|CISION® peptide drug conjugates

Investigating fibroblast activation protein alpha (FAPα) as a therapeutic target for delivery of pre|CISION® cancer medicines: Expression, spatial localization and functional insights

The novel PDC AVA6103 is a FAP-enabled pre|CISION® medicine which targets exatecan, a topoisomerase I inhibitor, to the tumor microenvironment following FAP cleavage

gmcc

From the poster--63 patients already treated -The data cutoff presented is 10 April 2025

Cancer Diagnosis

Salivary gland cancer, n (%) 17 (27)

Soft tissue sarcoma (other subtype), n (%) 14 (22)

Colorectal carcinoma, n (%) 10 (16)

Pancreatic ducal adenocarcinoma, n (%) 8 (12)

Liposarcoma/high grade UPS, n (%) 6 (10)

Cancers of the biliary tract, n (%) 2 (3)

Other1, n (%) 6 (10)

"Enrollment 158 [Estimated] was for total phase1 requirement . So includes patients in Phase 1a .

Taken from clinical trial

https://clinicaltrials.gov/study/NCT04969835?a=8&b=9&tab=history

Which cancer teatment would clinicians & patient choose : Based on tissue distribution data evidence so far AVA600O wins hands down just on less side effects . Avacta will confirm clinical efficiency/added benefits on completion of phase1b data release -

Missing link is we have yet to see a detailed commercial plan that will attract wider investor interest & adequate pipeline funding arranged . Until progress is seen on that front looks like AVCT market cap will remain marooned at these levels .

Anyway great to see the science working already helping patients . Just need Avacta management to execute the commercial business plan .

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" The First Pass Effect of AVA6000 Versus Conventional Doxorubicin Leads to Different Tissue Distribution

AVA6000 : Doxorubicin (red) is released in the tumor (T) and leaks to the bloodstream in limited fashion with a limited Vdist limiting cardiac exposure

Conventional Doxorubicin : Doxorubicin (red) is infused in the bloodstream and bathes all tissues within the

Tdist of 5 minutes, including the heart.

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• The lower organ extraction of doxorubicin observed with the PDC (AVA6000) compared to direct administration can

be explained by its tumor-activated mechanism of action

• Following AVA6000 dosing, doxorubicin is enzymatically released in the tumor microenvironment, and only a fraction of

the active drug subsequently enters the systemic circulation, reaching other organs—including the heart—at delayed

and lower concentrations

• In contrast, conventional intravenous administration delivers high concentrations of doxorubicin systemically from the outset, resulting in immediate exposure of the heart"

gmcc

" CONCLUSIONS

FAP-Dox (AVA6000) is safe and well-tolerated in both the Q3W and Q2W dosing regimens with, with preliminary evidence of efficacy in patients with salivary gland cancers and no severe cardiac toxicity.

No MTD was determined in the trial despite dosing up to 385 mg/m2 every 3 weeks (~4x conventional dose doxorubicin)

•Confirmed responses were observed in patients with stromal only expression of FAP with salivary gland cancers. The disease control rate is 91% in this indication with median PFS not reached and >25 weeks median follow up

•Despite dosing up to 4x the dose of conventional doxorubicin, the exposure of released doxorubicin in plasma and normal tissues is lower than that observed with conventional dose doxorubicin (75 mg/m2 Q3W) and the median tumor to plasma ratio is 100:1

•A pre|CISION® sustained release chemistry mechanism allows an alternate payload (exatecan) with a short half life to persist longer than doxorubicin in the tumor (for >60 hours) as modeled in animal studies

•Conventional doxorubicin and released dox from AVA6000 have a different first pass effect, limiting the exposure of normal tissues, including the heart to low levels of released doxorubicin. The low exposure in normal tissues explains the reduction in toxicities observed with FAP-Dox versus conventional doxorubicin "

Https://avacta.com/wp-content/uploads/2025/04/Abstract-CT15.pdf

gmcc

Good Morning Might be of interest

Interview "Next-generation conjugates: small peptides to transform targeted cancer therapy"

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

https://www.insights.bio/bioconjugation-insights/journal/article/3482/nextgeneration-conjugates-small-peptides-to-transform-targeted-cancer-therapy?utm_campaign=BCIlaunch&utm_content=384018623&utm_medium=social&utm_source=linkedin&hss_channel=lcp-106543262

gmcc

Https://avacta.com/about/scientific-resources/

gmcc

Not forgetting of course very important " deliver meaningful benefits for patients "

gmcc

CC & MM - nice to see mention " drive sustained value for key stakeholders "& "generate long term value for shareholders " Commercial execution next steps :

https://x.com/avacta/status/1916735602893922577/photo/1

https://x.com/avacta/status/1916734959043203078/photo/1

gmcc

We own the AVA6103 IP - Worth a listen thanks Timster

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

gmcc

Embargo abstract link :

https://tinyurl.com/6ksc3zcu

gmcc

More detail

https://x.com/tim_pass20633/status/1915733586315272244/photo/1

Better link https://www.lek.com/industries/life-sciences-pharma

Courtesy TTB nice find thanks .

"Not sure if this has been highlighted before, but #AVCT is engaged with L.E.K Consulting (see below).

L.E.K is a well known advisor in this space.

https://www.lek.com/

Their analysis will help anchor deal terms with BP. e.g royalties, upfront $ based on a modelled revenue opportunities.

https://x.com/Tom_The_Bomb__/status/1915725436715217183

gmcc

Thanks Harrogate4 : Yes my mistake : Chicago is 6 hours behind of United Kingdom.

Embargo Policy

https://tinyurl.com/jsa324xc

https://tinyurl.com/6ksc3zcu

Session PO.CT01.02 - First-in-Human Phase I Clinical Trials 2

CT151 / 17 - Comparative pharmacokinetics and tumor activation of fibroblast activation protein (FAP)-enabled pre|CISION® peptide drug conjugates

April 29, 2025, 9:00 AM - 12:00 PM

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Not sure what embargo status applies to Avacta - anyway hopefully some new clinical data from the trials .

All we revealed shortly .

gmcc

Poster content would be 6 pm time on Friday - Should get RNS latest Monday -

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"Abstracts. The titles and text of the regular abstracts in Minisymposia and Poster Sessions, and the titles of the clinical trial and late-breaking abstracts, will be posted to the planner at 4:30 PM ET on Tuesday, March 25. The text of the clinical trial and late-breaking abstracts will be posted to the planner at 1:00 PM ET on Friday, April 25, the first day of the Annual Meeting. "

Thanks for sharing Yorkshirepragma - Yes future value of Avacta IP remains untapped that could change very quickly -

Doxorubicin

"Another important factor in this market is continuous progress in medical research and technology. This modifies the Doxorubicin research every time, as it seeks better cancer treatments or even improving on existing ones. For instance improved drug delivery systems and formulations also enriches the efficiency and safety of Doxorubicin thus impacting on its adoption within clinical settings. "

gmcc