Member Info for B2HS2L

Source Grok.

Healthcare Royalty Partners (HCRx, also known as HealthCare Royalty) operates globally, though its primary focus and physical presence are in the United States and Europe.

Offices and core footprint: The firm has offices in the US (Stamford CT headquarters, New York, San Francisco, Boston, Miami) and one in London (UK). This supports strong operations in North America and Europe.

Investment scope: HCRx invests in biopharmaceutical royalties and debt-like structures for commercial or near-commercial stage assets worldwide.

+++

The last bit if accurate, means we might not see interest from them until 'commercial or near-commercial stage' funding?

- An opportunity for an update Bella?

Https://business-news-today.com/avacta-group-aim-avct-claims-precision-payload-delivery-shows-structural-advantages-over-adcs-as-ava6103-nears-clinic/

GMCC posted this article 24th Feb (thanks for a good find), - prior to CC's presentation yesterday.

Reading this again further emphasises Avacta's message to potential partners present and future, - investors will also benefit.

RNS Feb 18th

"Christina Coughlin, CEO and Brian Hahn, CFO of Avacta, will participate in the 46th Annual TD Cowen Health Care Conference in Boston on March 3, 2026. The company will host investor meetings throughout the day, with a live Company presentation at 9:10 AM ET."

BH was there ready to discuss finance with investors.

Simon Bennett has been removed from the Avacta Leadership page.

Same Source:

Yulii Bogatyrenko

Advisor, Business Development

Yulii is a Principal at Biopharma C&I, a biotechnology consulting firm that works with private and public companies in business development, corporate strategy, commercialization, launch readiness and R&D strategy. (So no finance mentioned, but may have contacts).

Linkedin has Biopharma C&I operating out of Greater Boston Area, so assume he was also present or available for discussion.

Richard Hughes's PoV would have been taken to Boston as background, ditto David Bryant.

Therefore everyone was available to promote / process deals, but not possible to say beyond that.

R&D Spotlight – Episode 14 Transcription (6103 versus Enhertu) - https://avacta.com/research-development-spotlight-series-episode-14/

Supplies a good comparison between Avacta's PDC and ADC capabilities / safety / side effect reduction, and provides clarity to potential investors.

Beyond that we cannot know how much closer Avacta is to completing financial / business development deals.

#HopeWithoutCompromise" - was that a CC quote after meeting umpteen potential investors? 🤫

Reserved for a 'no news' day❌ week✔️

Apologies - missed the link:

https://avacta.wistia.com/medias/thz9au7cnj

R&D Spotlight – Episode 13 Video & Transcription

Published December 18th 2025

Slide 14

"Curtis: The next experiment we ran - so again these are the tumor and plasma concentrations of released exatecan at two hours post dosing with AVA6103, again in a HEK-FAP tumor model.

This is where we see how impressive AVA6103 is in its performance, because in a preclinical setting, the concentrations of released exatecan in the tumor are already 99 fold higher than we're seeing in the plasma, and will continue when AVA6103 gets to the clinic.

We will be doing exactly the same as we are doing with AVA6000 where we'll be measuring the tumor plasma concentrations of released exatecan in the patient tumor and plasma at 24 hours post dosing. "

+++

So we are hoping for greater than 99:1 exatecan / plasma ratios at 24 hrs post dosing in the clinic.

They must have some idea what that ratio might be, but > 100:1 should be quite enough to get CC excited.

We all wish them the best with these trial results.

Doxorubicin delivered via preCISION and called Faridoxorubicin has been proven in human.

exatecan delivery has historically not been proven as delivery is too toxic.

That's most of the reason we are delivering exatecan via preCISION at the beginning of a (safety) trial.

FDA know we are juggling with dynamite, and our practices and processes and GMP are finally approved.

This explains what is going on since the FDA 'study may proceed' letter was received.

All good that we have this info, but time is pressing if we are to start phase 1 before the end of March.

It would be great to reveal

1 what the study number is, and see it typed up and complete on https://clinicaltrials.gov/

2 The specific locations and primary investigators at those sites in the four indications to be studied.

Hoping episode three contains that info and is already in the can.

(Dave Liebowitz lives in New Mexico? - not California then?)

The AACR Annual Meeting 2026 (organized by the American Association for Cancer Research) is scheduled for April 17–22, 2026, in San Diego, California, at the San Diego Convention Center.

Are there any speakers from Avacta therapeutics.

+++

As yet, there are no speakers from Avacta Therapeutics (or Avacta-affiliated individuals/representatives) listed as invited speakers, chairs, or presenters in the confirmed invited speaker sessions for the AACR Annual Meeting 2026 (April 17–22, 2026, San Diego).

The full printable Program Guide (with all invited speaker details) is available April 10, 2026.

Thanks Gmcc :

avctIPmatters

Posts: 755

Price: 61.00

No Opinion

RE: >500 Molecules26 Feb 2026 09:37

>500 Molecules - nicely explained

https://pbs.twimg.com/media/HCDfqioWsAAaaGU?format=jpg&name=large

The comprehensive database of >500 preCISION molecules (now achieved as of February 2026) functions like an ‘encyclopedia’ of the platforms capabilities.

It provides potential partners or acquirers with a ready-made, data-rich resource to evaluate and de-risk the technology before committing to a deal.

This makes the platform highly attractive for licensing, partnering, or even acquisition in the competitive targeted oncology space (especially as an alternative to ADC’s, where the market is booming but limitations like slow tumor penetration and manufacturing complexity persist).

If Avacta's CDD vault contains 500 molecules as stated :

I'm sure the Business Development team knows of a step change to the value of the company since October 2023, when there were <40 molecules.

Source - RNS 21.01.26

"The IND approval is an important step in the development of AVA6103 as this is the point where the program moves from the lab into human testing.

The Phase 1 clinical trial will evaluate the safety and potential efficacy of FAP-Exd and seek to identify a dose for further clinical development in patients with four solid tumors, pancreatic cancer, cervical cancer, gastric cancer and small cell lung cancer.

The selection of these tumor types was based on an AI approach investigating a sensitivity marker for topoisomerase I inhibitors and FAP expression as part of the strategic collaboration with Tempus AI."

ie 'candidate' not applicable. It's clear what indications are to be studied.

++++

A certain amount of balance is necessary as vast amounts of money has been invested in ADC technology, which Avacta's AI based research challenges.

It is not a good look if Avacta rubbishes authorised ADC technology.

It's better CC takes the approach she is, of explaining safer and more targeted ways of providing therapeutics, that do not generate such 'bad news' side effects.

It seems the staff have become evangelists presenting Avacta's past works and use of AI, whilst management progress 'targets' in financial & business development scenario's.

🚀🚀🚀

Https://www.crownbio.com/breast-cancer-drug-development

Breast Cancer Modelling services and much more.

Another for the diary:

https://www.crownbio.com/london-roadshow-26

Victoria Juskaite, PhD

Principal Scientist, Avacta Therapeutics

Talk Title: Integrating Advanced In Vitro and In Vivo Models to Support Translation of FAP-Enabled pre|CISION®-Peptide Drug Conjugates

Biggi - "CC has previously stated verbally and in RNS on several occasions that they see listing in the US as a logical step in the development of the company. Whether it's to go it alone, in partnership or to be bought out, CC sees a strengthening of position and value in listing in the US to leverage the best outcome."

The alternative is to rely on LSE AIM to provide a suitable place to raise funds.

That's not a scenario management at Avacta can take seriously I'm sure.

With NED's Richard Hughes and David Bryant aboard, left field funding opportunities become more likely.

These two will be familiar with Avacta's financial and commercial strategies.

FWIW

Agree with you Biggi.

However the longer we proceed without signs of NASDAQ progress, the more I think finances are to come from other sources.

B2HS2L - 9 Jul 2025 19:16

A. N. Other LSE poster recently stated "Shaun Chilton said over coffee (AGM) that preparatory work all done on NASDAQ but parked."

So two pieces of info there.

1 It's currently parked.

2 Work all done, - so it's ready to go should a decision to list be taken. I don't think it would be a quick thing to do, - too many parts / players.

As CC goes to many such meetings, so this one includes BH.

Unsure how much nuance is attached to that fact.

How serious are they in trading on a US exchange?

I found the website difficult to access.

In case others are having the same difficulty:

Day 2 01 April 2026

12:20 pm Establishing a Biomarker-Driven Approach to Guide Patient Selection for pre|CISION® Peptide-Drug Conjugates Using Tumour Targeting/Release & Payload Sensitivity Biomarkers

Ruairidh Edwards

Translational Scientist, Avacta Therapeutics

Avacta’s pre|CISION® peptide-drug conjugates comprise a peptide moiety bound to a cytotoxic payload by a linker that is specifically cleaved by FAP, a protease selectively overexpressed in the tumour microenvironment of many solid tumours

AVA6000 (FAP-activated doxorobucin) is completing Phase 1b and has shown promising results, whilst AVA6103 (FAPactivated exatecan) is due to enter the clinic in Q1 2026

A pan-cancer evaluation of FAP expression across multiple datasets supports the identification of tumour types most likely to benefit from FAP-activated pre|CISION® therapeutics

Pan-cancer evaluation of DNA-damage response pathways enables identification of patient subsets most likely to benefit from payload-driven therapeutic activity

A reminder of Thompi's post at end of January, by which time Avacta should have launched the AVA6103 phase 1:

+++++

Thompi

Posts: 1,366

Price: 51.50

No Opinion

World CB & CDx Summit Europe30 Jan 2026 17:22

Ruairidh Edwards will be speaking on 1 April at the 16th World Clinical Biomarkers & Companion Diagnostics Summit Europe.

Presentation title:

Establishing a Biomarker-Driven Approach to Guide Patient Selection for preCISION® Peptide-Drug Conjugates Using Tumour Targeting/Release and Payload Sensitivity Biomarkers.

https://cdx-europe.com/full-event-guide/