Member Info for avctIPmatters

Thanks for sharing - do see Last Update Posted 2025-03-25

Not sure what has changed ?

Version change is changes between

Version 7: 2023-04-11

Version 8: 2024-12-13

gmcc

Courtesy of X - Needless to say i like the ouput results :

https://x.com/DamianReilly/status/1904897122106773968

gmcc

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"Over the next year, Avacta Therapeutics is most likely to experience a significant re-rating driven by key catalysts, culminating in a $6 billion buyout (£12.65 per share) by Q1 2026. The journey will include a sharp increase to £1.34-2.01 post-AACR 2025, a further rise to £2.69-4.03 after a partnership with BMS, and a peak at £5.37-6.72 amid buyout speculation, before the final acquisition. This outcome reflects Avacta’s undervalued position, the transformative potential of its pre|CISION platform, and the competitive dynamics in oncology, drawing parallels to Bicycle Therapeutics’ trajectory. If a buyout doesn’t materialize, a Nasdaq listing could still drive the share price to £8.06-10.74 by March 2026, offering substantial upside from the current 40p.!"

IP expiry dates - wow would be 98 years old .Do hope we see a handsome investment return long before then .

gmcc

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" FAP-EXd(AVA6103): First program developed by Avacta with a novel, sustained released mechanism of action based on the FAPcleavable 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"

Check out slide 25 -27

"AVA6103 Induces Complete Regression in a PDX Exatecan-refractory Model of Sarcoma with Endogenous Tumor Cell FAP Expression

"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"

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IP Value matters imo - Better times ahead for the SP :

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gmcc

Check out page 8

Our Strategic Partnership with Tempus AI Has Defined the Market Opportunity with pre|CISION Medicines

gmcc

Back up again

https://avacta.com/investors/events/ 0 2025-03-26 10:11 +00:00

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

gmcc

Seems to heve been deleted wonder why hope you all managed to see it !

gmcc

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

Loads of new info in latest March presentation - the science works - value is in the assets IP - just takes time :

Good luck Avacta

gmcc

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

Check out March presentation .

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

gmcc

Interesting RNS AACR news today also website tidy up

As i keep saying the value is in the Avacta IP assets.

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https://avacta.com/avacta-therapeutics-announces-presentations-at-2025-aacr-annual-meeting/ 0 2025-03-26 07:01 +00:00

https://avacta.com/panmure-meet-the-ceo-podcast/ 0 2025-03-26 07:09 +00:00

https://avacta.com/rd-spotlight-series-episode-8/ 0 2025-03-26 07:09 +00:00

https://avacta.com/research-development-spotlight-series-episode-7/ 0 2025-03-26 07:09 +00:00

https://avacta.com/peel-hunt-healthcare-life-sciences-podcast-with-christina-coughlin/ 0 2025-03-26 07:10 +00:00

https://avacta.com/video-presentations-from-rd-spotlight-next-generation-of-precision-medicines/ 0 2025-03-26 07:10 +00:00

https://avacta.com/rd-spotlight-focusing-on-precision-technology-and-pipeline-advances/ 0 2025-03-26 07:10 +00:00

https://avacta.com/esmo-poster-data-video-presentation-by-chris-coughlin/ 0 2025-03-26 07:10 +00:00

https://avacta.com/peel-hunt-healthcare-podcast-with-christina-coughlin/ 0 2025-03-26 07:11 +00:00

https://avacta.com/research-development-spotlight-series-episode-5/ 0 2025-03-26 07:11 +00:00

https://avacta.com/rd_spotlight_4/ 0 2025-03-26 07:11 +00:00

https://avacta.com/research-development-spotlight-episode-3/ 0 2025-03-26 07:11 +00:00

https://avacta.com/rd-spotlight-series-episode-2/ 0 2025-03-26 07:11 +00:00

https://avacta.com/christina-coughlin-aacr-2024-ava6000-data-presentation/ 0 2025-03-26 07:11 +00:00

https://avacta.com/research-and-development-spotlight-series-episode-1/ 0 2025-03-26 07:12 +00:00

gmcc

Note : Streamlined BOD & Leadership team

Ex CEO & President Daewoong Pharmaceutical Seng-Ho Jeon has left :

http://affyxell.com/en/company/people.php

Been very quiet on the website seem to have deleted 2024 press releases Anway guess Stem Cells still an important JV asset for Avacta . One day we might see affimers in phase one human trials .

gmcc

Good Morning : Website today: Page does not open.

https://avacta.com/events-presentations/guggenheim-healthcare-innovation-conference/ 0 2025-03-25 07:57 +00:00

Anway guggenheim-healthcare seem to hold conferences in November.

Interesting company $330 billion in assets - maybe get some investor clients for Avacta

https://www.guggenheimpartners.com/firm

gmcc

It works :

"Craig Foster

@foster_ideas

Our partner Adele from

@HiscoxUK

telling #ITIEU25 how great #LeakBot is! I think we might owe her a drink in the rooftop bar afterward!! #ONDO

1:09 PM · Mar 20, 2025·

590 Views"

https://x.com/foster_ideas/status/1902709140809535631

gmcc

Work goes on spreading the LeakBot word - Interesting snippets from ONDO key team members :

https://www.linkedin.com/in/helen-lonsdale-54188865/

https://www.linkedin.com/in/jimstrickland2/

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Jim StricklandJim Strickland

• 3rd+ • 3rd+

P&C Insurance Transformation and Innovation ExecutiveP&C Insurance Transformation and Innovation Executive

1d • 1 day ago

Follow

There is a reason why SimpliSafe and Vivint stopped working with Insurance companies for distribution. Insurance companies trying to SELL security systems or any other non insurance IoT product to their customers just hasn’t happened at any meaningful volume. Many have tried, none that I’m aware of has had wide scale success. The model that scales is when these types of products and/or services are included in the price of the home insurance policy. This requires a very low cost, simple to install, high value product or service that fits in the economics of a home insurance policy providing a quick verifiable payback to the carrier and is valued by the homeowner. It’s a VERY tall order. LeakBot checks all the boxes! Reach out to learn more.

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Helen LonsdaleHelen Lonsdale

• 3rd+ • 3rd+

Client Success Director at Ondo InsurTech PLCClient Success Director at Ondo InsurTech PLC

1d • 1 day ago

This week is looking like a good one for networking opportunities! I'm looking forward to attending the Insurtech Insights event over the next few days to meet with new contacts and progress conversations with existing ones.

You also just can't beat being in London when it's sunny ☀️. Any suggestions for a good, early morning run route around the O2?

Insurtech Insights Europe | Europe's Largest Insurtech Conference

insurtechinsights.com

gmcc

Fti Thanks to X . Interesting AI conversation

Reality check :

https://x.com/i/grok/share/CwYYv3aaHDC57KPd166y6QMSN

"

Mike Wilk

@Mike182035

·

45m

#AVCT

Interogating Grok on potential current value to us of STS - make of it what you will

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Conclusion

As of now, an STS licensing deal for AVA6000 could plausibly fetch Avacta $20-$50 million in upfront cash, with $30-$40 million being a reasonable estimate based on its current stage and orphan status. The total value might range from $500-$800 million, contingent on Phase 1b results and partner enthusiasm for the pre|CISION platform. Stronger STS data in Q2 2025 or a multi-indication deal could push these numbers higher, but for STS alone, this range aligns with industry patterns and Avacta’s trajectory."

gmcc

Sorry . /Links do not open website admin playing around with

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

gmcc

Few website updates today

URL Images Last Mod.

https://avacta.com/events-presentations/lorem-ipsum-is-placeholder-text-commonly-used-in-the-graphic/ 0 2025-03-19 07:04 +00:00

https://avacta.com/events-presentations/lorem-ipsum-is-placeholder-text-commonly-used/ 0 2025-03-19 07:05 +00:00

https://avacta.com/events-presentations/2024-cantor-global-healthcare-conference/ 0 2025-03-19 07:05 +00:00

https://avacta.com/events-presentations/guggenheim-healthcare-innovation-conference/ 0 2025-03-19 07:06 +00:00

https://avacta.com/events-presentations/leerinks-global-healthcare-conference/ 0 2025-03-19 07:06 +00:00

gmcc

Thanks for sharing

https://avacta.com/wp-content/uploads/2025/01/Avacta-_Corp_Deck_Jan_2025.pdf

"Avacta Executing steadily on therapeutics focused strategy Avacta continues its transition into a pure-play therapeutics company to advance its pre|CISION-enabled peptide-drug conjugate platform. The expanding pipeline has the potential to improve the therapeutic index of many highly potent yet systemically toxic oncology drugs. Progress has been tangible with early efficacy and safety data from the Phase Ia salivary gland cancer (SGC) dose escalation cohort of lead asset AVA6000 (FAP-Dox), and confirmation of dosing and ongoing enrolment into Phase Ib expansion cohorts. Candidate selection for a second pre|CISION programme has completed, with AVA6103 (FAP-EXd) on track to enter the clinic in early-2026. The disposal of Launch Diagnostics for £12.9m sharpens the therapeutics focus, broadening Avacta’s appeal to global specialist healthcare investors, and extends the cash runway into Q126. Further progress and positive clinical data over the next 24 months should provide multiple value inflection points. Our updated Avacta valuation is increased slightly to £449m/$561m, or 119p/share. "

Https://informaconnect.com/bioeurope-spring/

Simon Bennett seems to be enjoying himself -lots of likes -hope he is busy on Avacta partnering duties :

https://www.linkedin.com/in/simon-bennett-0390796/recent-activity/reactions/

Note Daewoong Innovation Holdings also attending -

Director Director

AffyXell Therapeutics, Co., Ltd.

Thierry UhThierry Uh

• Following • Following

President at Daewoong Innovation HoldingsPresident at Daewoong Innovation Holdings

14h • 14 hours ago

Ciao from Milan!

Due to important meeting in Seoul, I had to limit my exposure to hashtag#BioEU Spring to minimal level (I have to leave tomorrow evening). Still, I was able to squeeze 7 ‘official’ meeting today and even more ‘unofficial’ meetings.

Even though the picture show not to many people it is because everyone is busy discussing business, and hashtag#Ipsen stands out as a proud sponsor, I was unable to take pictures without showing the company emblem either directions! Well done!

Looking forward to tomorrow’s partnering, and buona serata!"

https://www.linkedin.com/search/results/all/?heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAAAYCWewBZtAEGcXTa7_j-MAm8MqcnMa5Eno&keywords=Thierry%20Uh&origin=ENTITY_SEARCH_HOME_HISTORY&sid=eB%2C

gmcc