Member Info for avctIPmatters

Https://x.com/OndoPlc/status/1910574270490554504

Steady growth so moving in the right direction .

Good luck everyone

-----------

📢 RNS: Trading Update – FY Ended 31 March 2025

✅ Registered customers up 59% YoY to 151k

✅ Annualised Contracted Recurring Revenue up to £5.9m

✅ US customers +435%

✅ Cash approx. £4.0m

✅ No new funding required

Momentum building in the US with 7 insurers now live. Full RNS: https://londonstockexchange.com/news-article/ONDO/trading-update-for-the-year-ended-31-march-2025/16985986

#ONDO #LeakBot #InsurTech"

Good Morning

Deferred revenue does not help the balance sheet but stiill no need for extra funding so yes rather disappointing update

however ONDO still a good stock to hold IMO -Wonder what the CEO will say normally quick to give interviews .

gmcc

"· Deferred revenue of £3.1m reflecting existing partner commitments for undelivered LeakBots, expected to be delivered in the year ending 31 March 2026.

· Trading EBITDA positively on a run rate basis remains on track to be delivered by the year ending 31 March 2026.

· Prepaid contract model firmly established with upfront cash deposits from customers now effectively eliminating the need for increased working capital requirements from current trading.

· Cash of approximately £4.0m (before loan note repayments due to HomeServe of £1.3m in April 2025) with no anticipated requirement for future funding, ensuring a strong financial position to support ongoing operations."

Wyn we are indeed blessed to have in our midst a champion trader "Only around 5% to 20% of day traders consistently make money, with up to 95% losing money." Think most of us get the message it is all about the SP no need to tell us every day.

"(I have stopped holding my breath) rather a silly thing to do if your stock holding underwater personally i am gasping for breath .

gmcc

Avacta IP protection is indeed important

Recent Scaffold proteins lodged in Australia

https://patentscope.wipo.int/search/en/detail.jsf?docId=AU453125845&_cid=P10-M98V0T-17719-1

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

Expiry dates provided in slide 27 March presentation

https://avacta.com/wp-content/uploads/2025/03/Avacta-Corporate-Presentation_March-2025_.pdf

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

pre|CISION® IP Aligns with Product Pipeline: Foundational IP and Program Advances Form the IP Strategy

pre|CISION®Platform Foundational IP

The background platform IP of the pre|CISION® FAP-cleavable peptide drug conjugates is owned by Bach Bio with an exclusive license to Avacta. Patent expiry in 2035

FAP-Dox (AVA6000)will be further protected with formulation, manufacturing, patient population and dosing IP.

US Orphan drug designation with regulatory exclusivity

pre|CISION®Sustained Release Program IP Thesustained release pre|CISION® mechanism delivers payloads with precisely

tunablekinetics

FAP-EXd(AVA6103): First program developed by Avacta with a novel, sustained released mechanism of action based on the FAP cleavable peptide. The Program IP is owned by Avacta, based on the foundational patents with Program patent expiry in 2045

pre|CISION®Biologic Drug Conjugate IP The background platform IP of the pre|CISION® FAP-cleavable biologic drug

conjugates is co-owned by Avacta and Tufts with an exclusive sublicense to Avacta via Bach Bio. Patent expiry in 2041"

gmcc

Might be of interest ( courtesy of https://x.com/Blueberrymgmnt/status/1909854131847672097 )

Avacta technology IP seems to be hitting the right sweet spots .

gmcc

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

https://www.cell.com/cancer-cell/abstract/S1535-6108(25)00083-2

https://www.mdanderson.org/newsroom/research-highlights/landmark-study-maps-spatial-organization-of-cancer-associated-fibroblasts-across-cancers.h00-159774867.html

https://www.cell.com/cms/10.1016/j.ccell.2025.03.004/asset/95039fe7-efab-4635-92b1-ceba2d936a46/main.assets/fx1_lrg.jpg

"MD Anderson Research Highlight March 27, 2025

Landmark study maps spatial organization of cancer-associated fibroblasts across cancers

Cancer-associated fibroblasts (CAFs) are essential components of the tumor microenvironment that influence how tumors grow, evade the immune system and respond to therapy. However, their spatial organization and functional diversity are poorly understood. In a pan-cancer spatial multi-omics study, Linghua Wang, M.D., Ph.D., Humam Kadara, Ph.D., Anirban Maitra, M.B.B.S., Yunhe Liu, Ph.D., and colleagues analyzed over 14 million cells from 10 cancer types using seven state-of-the-art spatial transcriptomic and proteomic platforms. This comprehensive analysis revealed four different spatial CAF subtypes that are conserved across cancer types and exhibit distinct spatial organizational patterns. These patterns are associated with specific tumor immune phenotypes, disease progression and clinical outcomes. The team developed a robust computational framework to identify CAF spatial subtypes based on neighboring cell compositions, enabling systematic analysis of tumor ecosystems and facilitating the study of CAFs and other cell populations in their spatial context. These findings highlight the importance of investigating the spatial organization and intercellular communication networks of different cell types to better understand their functions and to identify potential biomarkers and therapeutic targets. Learn more in Cancer Cell.

This study represents a milestone in our understanding of CAFs and how cell organization and local cellular communities influence tumor behavior. We hope this knowledge can pave the way for novel therapeutic strategies that target the tumor microenvironment more precisely to improve patient outcomes.

Linghua Wang, M.D., Ph.D.

Genomic Medicine"

As others have mentioned recurring revenues will just keep increasing . Low $£ cost LeakBot device is very attractive . Once Ondo gain market share should be opportunity to increase LeakBot prices . ONDO know they are onto a winner they also have flexibility on manufacturing locations .

FYI :

" Ondo InsurTech Plc

@OndoPlc

·

7h

#ONDO Tackling the #1 avoidable home claim: water damage.

🤝 Expanding partnerships with top-tier US insurers

🇺🇸 US rollout gaining traction with major carriers

📊 Recurring revenue model gaining scale

Positioned for robust growth in the evolving #InsurTech landscape."

https://x.com/OndoPlc/status/1909486365697605633

gmcc

DW just posted Avacta General Counsel - Group & Diagnostics hasl left the company -Wetherby staff exit :

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

Emma Brooke (nee Garner)Emma Brooke (nee Garner)

• 3rd+3rd+

Senior Legal Counsel at ITM PowerSenior Legal Counsel at ITM Power

14h • 14 hours ago

I’m delighted to share that I’ve started a new position as Senior Legal Counsel at ITM Power! Senior Legal Counsel

ITM Power · Full-timeITM Power · Full-time

Apr 2025 - Present · 1 month ;

Coris attending --11th -15th 9th April - "we've got exciting surprises coming your way!"

https://www.corisbio.com/index

https://www.escmid.org/congress-events/escmid-global/vienna-2025/

"

CORIS BIOCONCEPTCORIS BIOCONCEPT

2,853 followers2,853 followers

6d • 6 days ago

Follow

🔬 Ready for hashtag#ESCMIDGlobal 2025? So are we! 🎉

The countdown to the congress has officially started (T-10 days!), and our Coris team is gearing up to showcase our latest rapid diagnostic innovations.

Curious to see what we've prepared? Trust us, it'll be worth the visit, we've got exciting surprises coming your way! 😉Pauline & Audrey will be expecting you @ booth H440 in the Shell Scheme Village! 👌

hashtag#CorisBioConcept hashtag#ESCMID2025 hashtag#RapidDiagnostics hashtag#AMR hashtag#SeeYouInVienna

gmcc

Thanks for sharing LLP -indeed perhaps Coris not for sale .

New pages

"Avacta’s Diagnostics division supports healthcare professionals to diagnose disease and broadening access to diagnostics to enhance health, fitness and well-being.

In the highly competitive diagnostics market, Avacta’s proprietary Affimer® platform provides a powerful tool to differentiate immunodiagnostic products to gain competitive advantage and grow the market share of acquired businesses"

https://avacta.com/diagnostics/ 0 2025-04-07 18:59 +00:00

https://avacta.com/diagnostics/diagnostics-team/ 0 2025-04-07 19:00 +00:00

https://avacta.com/diagnostics/our-brands/ 0 2025-04-07 19:01 +00:00

gmcc

Courtesy of stonks X thanks-

Still tweaking the product compound :

https://pubchem.ncbi.nlm.nih.gov/compound/118584251

"compound Summary -

Dates Create:2016-02-23

Modify:2025-04-05

"Fibroblast Activation Protein Alpha-activated Doxorubicin Prodrug AVA6000 is a prodrug of the anthracycline antineoplastic antibiotic doxorubicin composed of doxorubicin covalently bonded to the dipeptide N-(pyridine-4-carbonyl)-D-Ala-L-Pro, with potential antineoplastic activity. Upon administration, fibroblast activation protein alpha (FAP)-activated doxorubicin prodrug AVA6000 is hydrolyzed by FAP, which is overexpressed on cancer-associated fibroblasts (CAFs) in the tumor microenvironment (TME). Doxorubicin is released in the TME, and intercalates into DNA and interacts with topoisomerase II. This leads to an inhibition of DNA replication and repair, and prevents RNA and protein synthesis. By targeting the delivery of doxorubicin directly to the tumor, AVA6000 may result in less systemic toxicities. FAP, a membrane-bound protease, is overexpressed on CAFs in various tumors but minimally expressed on normal, healthy cells.."

gmcc

Perhaps have a partner lined up subject to additional trial data . As per RNS 7 Mar 2025 08:40 Ref = STS : dosing continues .

"Avacta also announces patient dosing in the AVA6000 Phase 1b expansion cohorts with multiple patients treated in this portion of the trial, which include three indications: (1) salivary gland cancer, (2) triple negative breast cancer and (3) high grade soft tissue sarcoma. Each arm of the Phase 1b expansion cohort will enroll 20-30 patients by the following criteria. "

"· High grade soft tissue sarcomas: patients with undifferentiated pleomorphic sarcoma or dedifferentiated liposarcoma and patients may have received 0 or 1 prior line of therapy in the metastatic or advanced setting"

gmcc

Sorry guess a bit confusing : Avatca have stake in AffyXell -cost per patient to get treatment from MSC technology is very high so if / when in the future it gets approved (might still be years ) theJV asset stake could be valuable .

"In September 2024, AffyXell Therapeutics Co., Ltd ('AffyXell'), an associate of the Group, successfully completed a funding round, thereby reducing the Group's shareholding to 21%. Avacta did not participate in the funding round.

AffyXell Therapeutics, a Joint Venture with Daewoong Pharmaceutical Co. Ltd.

Avacta and Daewoong Pharmaceutical Co. Ltd. have established a joint venture in South Korea and entered into a collaboration and license agreement for the joint venture to develop the next generation of cell and gene therapies incorporating Affimer proteins to enhance the immune-modulatory effects."

gmcc

Secondary interest : Note Hyeeun Shim Linkedin liked recent Avacta Avacta Quarterly Update----- so someone from AffyXell sill following Avacta .

https://www.linkedin.com/in/hyeeun-shim-9aa67125a/recent-activity/reactions/

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Also checkout costs per patient for MSC treatment from this exchange below - would not write off JV Avacta assets next-generation mesenchymal stem cell platform technology + affimers .

https://www.linkedin.com/in/hyeeun-shim-9aa67125a/recent-activity/comments/

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

"Hyeeun Shim commented on this

Patrick Hanley, Ph.D.Patrick Hanley, Ph.D.

• 3rd+3rd+

Chief & Director, Cellular Therapy Program. Associate Professor, Children's National & GWU | Cell Therapy Expert | Speaker | LeaderChief & Director, Cellular Therapy Program. Associate Professor, Children's National & GWU | Cell Therapy Expert | Speaker | Leader

1mo • Edited • 1 month ago

Follow

🚨 🚨 The much-anticipated price of Ryoncil (first MSC treatment approved in the US after 20+ years!) is out. $1.55M per patient if all infusions are completed. Priced at $194,000 per infusion. Allogeneic therapies were supposed to bring down the cost of drugs, but that does not appear to be the case. For a drug that is used as a treatment for the side effects (GvHD) of the major treatment modality (bone marrow transplant) is this the right price?

--------

Can Mesoblast's $194K Ryoncil Treatment Generate the Blockbuster Revenue Investors Expect?

stocktitan.net

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View Hyeeun Shim’s profile

Hyeeun Shim

• 3rd+

AffyXell Therapeutics, Co., Ltd. Team Head, Business Development

(edited)

1w

How about the pricing of ruxolitinib which address the same complications with different age group? I know that the pivotal orr of ryoncil is higher than ruxolitinb and longer survival benefit of ryoncil. Nevertheless, this high pricing out of economic benefit seems unbalanced with small molecule drugs with the same complications but with different age group. Even for premium for pediatrics drug pricing, it sounds not balanced to me.

Or is it Meso’s strategy to provide heavy coupon promotion to patients to increase patient access?"

gmcc

If i recall correctly Project Optimus was shown in the background on an earlier slide presentation sime time ago .

Anyway courtesy of X ; might be of interest .

https://www.fiercebiotech.com/sponsored/project-optimus-transforming-dose-optimization-oncology-drug-development

gmcc

Good afternoon

No sign yet of AVCT market cap value improvement .My paper deficit looking more sickly every day . Great though the clinical trials continue with more patients getting treatment + pre-clinic candidate pipeline progress seems on track .

Missing link -What if any commercial stage any partner deals are at ? - Perhaps in the interim Avacta could entice a US biotech investor fund to put up some Series funding cash say £30m @ 40p ( exerise date of shares May 2026 etc ) . Result Dilution delayed . + enables Avacta to pay of CLN loan + give them more time to finish phase1b data package .

Just a thought - Have fun in the Avacta madhouse .

gmcc

Yes all helps adding cash into ONDO coffers .

"Ondo InsurTech PlcOndo InsurTech Plc

621 followers621 followers

2h • 2 hours ago

Follow

hashtag#ONDO RNS - RTO Warrants expired

✅ 99.4% of RTO Warrants have been exercised

✅ ⁠£4.2m raised for the company from subscription proceeds

✅ ⁠£1.7m has been/will be used to pay down Vendor Loan Note

More details in RNS: https://lnkd.in/dGbiY94r!

gmcc

Good Morning : "pioneering a novel, differentiated class of medicines to revolutionize drug delivery mechanisms. "

Delivery system is the jewell in the crown -not new drugs - steady as she goes - future looks very bright for Avacta shareholders.

""Our pre|CISION®-enabled exatecan program (FAP-EXd, AVA6103) also continues to progress toward a Phase 1 trial initiation early next year, underscoring our deep commitment to pioneering a novel, differentiated class of medicines to revolutionize drug delivery mechanisms. We are enthusiastic about the promise of a potent topoisomerase I inhibitor delivered in this mechanism."

gmcc

Sorry thanks : YES Dr William D. Tap, MD : Head "The Scientific Advisory BoardHead of Avacta "

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

gmcc

Not forgetting Dr Kay . Clinicians know best what works for patients - " AVA6000 Dox overnight becomes standard of care "

https://x.com/Tom_The_Bomb__/status/1905875929693302985

gmcc

Nothing new just housekeeping -worth a listen if new to Avacta .

https://avacta.com/investors/events/

https://avacta.com/investors/investor-resources/

https://avacta.com/investors/events/ 0 2025-03-28 09:51 +00:00

https://avacta.com/investors/investor-resources/ 0 2025-03-28 09:51 +00:00

gmcc