Member Info for avctIPmatters

FYI 0 2025-01-23 14:41 +00:00

https://avacta.com/contact/ 0 2025-03-04 08:18 +00:00

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"Contact

Get in touch

You can contact us using the form below or by emailing contact@avacta.com. This form / email address is for commercial/business enquiries only. We are unable to respond to investor enquiries submitted in this way. For investor enquiries, please contact avacta@icrhealthcare.com.

We regularly provide investor updates on-line, often with Q&A, in addition to the formal reporting requirements and provide access to Senior Management as frequently as is possible."

FYI

https://www.linkedin.com/in/fosterc/recent-activity/all/

Agenda - ONDO CEO Moderator for session Smart Home Insurance

IoT Insurance ObservatoryIoT Insurance Observatory

4,052 followers4,052 followers

3d • 3 days ago

Follow

A few days from the North America IoT Insurance Observatory peer discussion

Thomas Erdman Azuga, Inc.

Joe Shugrue Azuga

Ryan Briggs Azuga

Pete Frey Great American Insurance Group

Hobie Bond III Great American

Kenny Hawk Mojio

Charles Smith SambaSafety

Daniel Rodocker, MBA The Cincinnati Insurance Companies

Keith B. Selective Insurance

Jason Silfies Selective

Jennifer Emerson, MBA Nationwide

Jack Willis PURE Insurance

Craig Foster Ondo InsurTech Plc

Jim Anderson Whisker Labs

Robin Luo, CPCU ARe HSB - Hartford Steam Boiler

Molly Spector Cambridge Mobile Telematics

Pedro Bernardo Santos Octo Telematics

Darrell O'Donnell Ayra Association

Thomas Smart Philadelphia Insurance Companies

Justin Stringer The Mutual Group

Mark Tuchmann Wholesure Transportation Underwriters (part of Wholesure Solutions, LLC)

Thu, Mar 6, 6:00 PM - 6:15 PM GMT

North American IoT Insurance Observatory

Nashville, US

gmcc

FYI --"for some exciting updates! "

https://www.escmid.org/congress-events/escmid-global/sponsorship/exhibition/

ESCMID Global, 11–15 April 2025.

CORIS BIOCONCEPTCORIS BIOCONCEPT

2,839 followers2,839 followers

4h • 4 hours ago

Follow

🧪 Vienna, here we come! 🚀

The ESCMID congress is just around the corner, and we’re bringing our full lineup of rapid diagnostic tests - stay tuned… we’ve got a few things up our lab coat sleeves. 😉

Come and meet the team Audrey Kowalewicz & Pauline Dogné in Vienna (April 11-15), Booth hashtag#H440 and follow along for some exciting updates! 🧬✨

hashtag#ESCMID2025 hashtag#Vienna hashtag#InnovationInDiagnostics hashtag#RapidTests hashtag#AMR hashtag#StayTuned

gmcc

This AI Grok Conversation -- seems a balanced reply :

Courtesy RAH

@RAH00084

·

50m

The right questions into Grok demonstrates #AVCT’s strategic pivot (and pipeline potential) quite eloquently…

https://x.com/i/grok/share/q8KkqqIkPBWm1uevZzjKvz73i

gmcc

Very experienced Breast Surgeon Dr. Virgilio Sacchini, MD

https://www.mskcc.org/cancer-care/doctors/virgilio-sacchini?utm_source=yext&utm_medium=local&utm_content=other

gmcc

Https://leakbot.io/general-terms-and-conditions/

"up to six years: if the item can be expected to last up to six years you may be entitled to a repair or replacement, or, if that doesn’t work, some of your money back."

gmcc

French also getting on the with marketing products :

https://www.linkedin.com/feed/update/urn:li:activity:7300568741551980546/

Launch Diagnostics France SASLaunch Diagnostics France SAS

301 followers301 followers

1d • 1 day ago

Follow

"A significant upsurge in invasive meningococcal (IMD) infections was observed during the 2024-2025 season, with an exceptionally high number of cases in January 2025," according to hashtag#santépubliqueFrance. Launch Diagnostics distributes the Unio 1 cassette PCR system and its meningitis panel of 16 pathogens in 105 minutes.

hashtag#meningitis hashtag#Unio1 hashtag#anatoliageneworks hashtag#molecularbiology

gmcc

Getting on with the day job :

https://launchdiagnostics.de/manufacturer/clonit/

https://www.linkedin.com/pulse/rarediseases-launch-diagnostics-deutschland-gmb-8ihvf/?trackingId=mvJXhv3toSBePSJCsce1yA%3D%3D

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Translation

February 28, 2025

Rare Disease Day is taking place internationally for the 18th time. In Germany, there are around 4 million people living with rare diseases; in the EU, it is estimated that between 27-36 million people suffer from a disease classified as rare.

Only for a fraction of rare diseases described are there specially tailored drugs. For specific treatment, the prerequisite is that the rare disease is diagnosed.

Find out more about Launch Diagnostics Germany's portfolio in the field of rare diseases here.

#RareDiseaseDay

gmcc

Contd

We’re still in the early stages of this shift, but one thing is clear: The future of insurance is preventative, efficient, and customer-centric.

👉 Learn more about LeakBot here: https://www.useleakbot.io/.

https://www.linkedin.com/feed/update/urn:li:activity:7300884453587845121/

gmcc

Craig FosterCraig Foster

3h • Edited • 3 hours ago

Next week I am in Nashville TN sitting down with a bunch of the leading home insurers in the U.S.A to talk about claims prevention and risk management. In all these converstaions three recurring themes always emerge:

It’s a “how,” not a “why” conversation

Five years ago, much of our time was spent explaining why proactive leak detection was essential for insurers. Many questioned the need for preventative tech when traditional claims processes had been the norm for decades.

But that conversation has shifted.

Now, insurers are clear on why it’s crucial - they’ve seen firsthand how water damage claims drain resources and erode profits. The focus has moved to how:

▶︎ How can we integrate hashtag#LeakBot seamlessly into our offerings?

▶︎ How can we reduce claims without disrupting the policyholder experience?

▶︎ How do we track cost savings and environmental impact effectively?

▶︎ How can we scale preventative solutions across diverse markets?

These are the questions we’ve been answering with LeakBot’s patented, self-install technology and proven claim reduction service.

Insurers want measurable results, not just technology

There’s no shortage of technology in the insurance sector, but insurers aren’t looking for more tech - they’re looking for solutions that deliver clear, measurable outcomes.

LeakBot isn’t just another device; it’s a proven claims prevention system and service that:

★ Reduces water damage claim costs by up to 70%—a figure backed by independent research.

★ Has been trusted by 23 major insurance carriers across Europe and the US, showing its scalability and reliability.

★ Delivers a +80 Net Promoter Score in the US, highlighting exceptional customer satisfaction.

What insurers appreciate most is that LeakBot isn’t disruptive - it integrates seamlessly into existing processes, enhances the policyholder experience, and produces tangible cost savings.

Everyone is moving beyond traditional claims management

The rules of insurance are evolving. Traditional claims models- focused solely on damage response - are no longer enough. Insurers are facing:

➚ Rising claims costs due to undetected leaks.

➚ Increased pressure to demonstrate sustainability and environmental impact.

➚ A growing demand from policyholders for proactive, value-added services.

That’s why more insurers are turning to preventative solutions like LeakBot. By addressing leaks before they cause significant damage, insurers can:

→ Save millions in potential payouts.

→ Enhance customer loyalty through proactive support.

→ Meet ESG goals with real data on water conservation.

Here’s my takeaway:

Proactive claims prevention is here to stay. Insurers are no longer asking if they should adopt preventative measures - they’re asking how quickly they can implement them."

https://www.useleakbot.io

Thanks for sharing - Very positive .

https://www.youtube.com/watch?v=6hewrGr0wB0

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Ondo InsurTech Expands in the U.S. with New Partnerships

@StockBoxMedia

spoke to Craig Foster, CEO

@OndoPlc

about the company’s growing momentum in the U.S.

Watch below ⬇

https://youtube.com/watch?v=6hewrGr0wB0

➡ Expanding U.S. Presence: Ondo secured new partnerships, with PURE expanding into six states, reinforcing its role in preventing water damage claims for insurers.

➡ Industry Influence: Ondo is actively engaging with top insurers through the IoT Observatory and trade shows, mirroring successful strategies from industry leaders.

➡ Future Growth: More U.S. and European deals are in late-stage discussions, with strong interest from UK insurers due to rising water damage claim costs. "

gmcc

"You just know if Craig the CEO was on the show and Charles asked him that question he would have laughed it off" - Indeed . Stick with the facts .

CEO highlighted in recent video interviews & RNS : " No need to go to the market for any extra funding as new payment model introduced " . . also accelerating paying back loan payments - so no cash flow issues for expansion roll out .

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"Transformed Working Capital Profile

The Company has established a robust contract model, ensuring advance payments for initial rollouts across all recent contract wins. This has virtually eliminated increased working capital demands from trading.

Additionally:

· Warrant Exercise: Since September 2024, warrant holders have exercised 10.9m new ordinary shares, generating £2.5m in cash inflows.

· Loan Note Repayment: £0.4m was repaid in January 2025, with £0.6m scheduled for April 2025, further reducing the outstanding balance (currently £6.2m including rolled-up interest)."

Craig Foster, CEO of Ondo InsurTech Plc, commented:

"Our goal for this financial year was to demonstrate accelerated growth, driven by the U.S., while transforming our working capital profile. We have delivered exactly that. Simultaneously, we've achieved strong growth in the UK and Denmark, supported by partnerships with NFU Mutual and Alm Brand Group. With a strengthened cash position, continued growth momentum, and today's news that we have signed Top 6 Personal Lines insurer Liberty Mutual to launch into four states we are well-positioned for success in FY 2026 and beyond."

gmcc

Thought presenation overall was a good example of what can be achieved . ( slide 6 ) "ENHERTU® revenue > $3.7B per annum* was impressive for a drug that has severe toxicities .

"Exatecan has a very challenging therapeutic index, severe toxicities that limits dosing and a short half life"

Massive potential for Avacta to challenge that market with a safer drug & vastly improved Therapeutic Index

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Avacta

"pre|CISION®-enabling results in a significant increase in the therapeutic index for doxorubicin with three potential

indications

Exatecan has a very challenging therapeutic index, severe toxicities that limits dosing and a short half life, however

there is robust evidence for monotherapy activity We expect FAP-EXd (AVA6103) to be highly active in a

number of indications where there is observed activity of other topoisomerase I inhibitors (e.g. breast cancer, gastric,

small cell lung cancer)

We believe that pre|CISION-enabling can transform this payload (exatecan) to a highly successful anti-cancer drug!

Ondo InsurTech Plc

@OndoPlc

FYI :

"1h

#LeakBot USA 🇺🇸 on tour 2025:

🔹Insurance Innovators - 19-20th May Nashville

🔹InsurTech Insights - 4-5th June New York

🔹ITC Vegas - 14-16 Oct Las Vegas

https://x.com/OndoPlc/status/1894344402920681853

gmcc

"Therapeutic Index: The MTD of AVA6103 Is 75-fold higher than that of conventional exatecan"

slide 27

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

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ENHERTU® has led the way in the growing ADC market - Avacta should be strong contender to challenge .

https://www.daiichisankyo.com/files/investors/library/materials/2024/FY2024_Oncology_Business_Briefing_E.pdf

gmcc

Thanks for sharing opti_mystic

Phase 1 158 [Estimated] Think approx 90 patients required for phase1b

Links below give more detail :

https://clinicaltrials.gov/study/NCT04969835?tab=history&a=8#version-content-panel

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

gmcc

Agree with PL75 : " Seems realistic that recruitment is going well and will be fast." Indeed : More patients involved , drug safety guaranteed , better knowledge of how the technolgy works , improved testing tools - speedy data results - concurrent cohorts - excellent clinicians --- very exciting for all involved ,

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“We look forward to continuing to work with our investigators and the broader community to explore its potential in SGC and other cancers. We are thrilled to begin enrollment in the expansion cohorts, and this part of the trial will also be conducted in less heavily pretreated patients which will allow us to better understand the potential of AVA6000 in these disease settings with high unmet need.”

gmcc

Avacta listed in report : Could indeed end up being a big player .

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"Peptides can be engineered to specifically bind to these receptors, enabling PDCs to deliver cytotoxic drugs directly to the tumor site, significantly improving the precision of treatment. For instance, peptides that target receptors like EGFR or HER2, commonly associated with specific cancer types such as lung or breast cancer, have shown great potential in preclinical and clinical studies. By delivering drugs directly to cancer cells, PDCs maximize the therapeutic effect while minimizing damage to surrounding healthy tissue.

In addition to their targeted action, PDCs offer an innovative strategy to overcome chemotherapy resistance, a major challenge in cancer treatment. Traditional chemotherapies often lose efficacy over time due to the development of resistance mechanisms, such as drug efflux pumps or alterations in drug targets. PDCs, however, can circumvent these mechanisms by selectively targeting cancer cells with peptides that bind to specific tumor antigens, enhancing drug delivery to resistant cancer cells. This selective targeting ensures that even resistant tumors are treated more effectively, potentially leading to better outcomes for patients who have exhausted other treatment options."

gmcc

FYI (courtesy stonks X thanks )

https://www.delveinsight.com/blog/rise-of-peptide-drug-conjugates

"Peptide Drug Conjugates: Market Dynamics and Key Companies

The dynamics of the peptide-drug conjugates market are expected to change in the coming years. As per DelveInsight analysis, the peptide-drug conjugates market is expected to grow at a CAGR of 28.73% from 2025 to 2032, reaching USD 13.8 billion by 2032. The increasing global cancer cases are driving the demand for PDCs as targeted therapies, which offer greater effectiveness and lower systemic toxicity compared to traditional treatments."

gmcc

Good Morning

FYI

Launch Diagnostics LimitedLaunch Diagnostics Limited

2,063 followers2,063 followers

16h • 16 hours ago

Today, Launch Diagnostics participated in the Industry workshop on Mpox diagnostics, hosted by hashtag#BIVDA and organised by hashtag#InnovateUK.

Bringing together participants from the clinical, academic, government and diagnostics sectors, the day was an centred around open and collaborative discussion, aiming to help direct the UK response to Mpox, guiding product development and future innovation for better pandemic preparedness.

Thank you to BIVDA, Innovate UK, the speakers and participants for a productive and informative day!"

https://www.linkedin.com/company/launch-diagnostics/posts/?feedView=all

gmcc