Member Info for B2HS2L

I'd like to agree, but sp has another mode ➡️

When this happens, I'd like it to be way North of 60p

60p observed.

Let's see if this has staying power.

Thanks Stonks

https://x.com/JStonker/status/1985070549077262830

Wow - have these guys got a wakeup call first thing with Avacta's RNS.

Https://uk.investing.com/news/company-news/avactas-faridoxorubicin-program-advances-with-key-protocol-changes-93CH-4484185

Produced with AI assistance, reviewed by editor.

Not sure but I think we await an AVA6000 to receive FDA permission for commercial marketing or use.

We haven't heard from Amigo's 3 since this RNS landed....

INCOMING!!!

CJ - Its an FDA

*VALIDATION*

The value of the preCISION platform, 6000, 6103, and 6207 when taken together just rose.

No more 'It works, but does it fully work'

SB has known about this a while in his discussions with interested parties, - let's hope he has an oven ready strategy to implement.

Are previous patients who hit the lifetime limits going to be offered further Faridox doses 😁💫

Welsh Falcon

"Removing the dosing limits is a huge step, it is a partial validation of the platform and will allow Avacta to demonstrate how effective this really is."

Yes indeed..

The great thing is that this life time limit validation is not twice or three times the old limit.

It's a zero limits validation, and it's from the Federal Drug Administration.

Phylogen and Bicycle go-boil-your-heads!

CC: So while Phylogen and Bicycle see 10x concentration we're seeing a median of a hundred fold concentration of dox in the tumor compared to the plasma.

We've just blown away most of the competition me thinks.

Ha ha 😂🤣😹

From 21 Jan RNS

"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."

I know of no other company that would :

* start AVA 6103 ph1a in four indications

* is pre-clinical in 6207 and

* is enroling a few more AVA6000 ph1b patients

all while having circa 6 months funds on hand.

I don't know where the money is coming from but:

Interim Results Presentation Transcription, September 30 2025

BH:

Yeah, what I can add here is the board is not worried.

You're aware we're working on a number of options to fund our R&D programs.

We have a number of levers including partnerships, JV's, industry investment and or equity funding.

The data from precision is only improving.

As Chris mentioned, we are seeing industry interest in our platform increase and our business development activities continue.

More so now we have unveiled 6207.

What money 'concerns'.

Https://www.collaborativedrug.com/cdd-european-scientific-community-meeting-2026

Dr Ellen Watts, Avacta Therapeutics

25.02.2026 17:00-17:30: Delivering Targeted Therapies Using the pre|CISION® Platform.

Last presentation of the day

Slide 16 & 18 of the Investormeet presentation 17.12.2025 contain info on tumor biopsies as articulated by Ruairidh Edwards, Translational Scientist.

He's discussing phase 1b patients, possibly placing the recording of the interview before mid December.

Don't waste time responding if your handle is wyndrum, Thornogson, Toukankahmoon or D-Geeman

*********************************************************************************************************

Like my new header? 😁😉 I hope you create similar.

In the event one company buys Avacta, all others will need to continue developing ADC's.

They'll need to make improvements to compete as follows:

1 Reduce the time required to develop new drugs.

2 Improve the precision of targeting of warheads, so less drug is available systemically.

3 Improve the ease and speed of manufacturing

4 Find ways to reduce particle size

5 Find ways to deliver >1 drug at a time.

Also -

* Small molecule manufacturing and timeline/COGM (cost of goods manufactured)

"What that statement means and why that is important, is that the price tag for this drug (AVA6000), is one tenth of the price tag for an ADC drug.

ADC's cost a lot of money in the clinic" CC 8.11.2024

I don't see why the statement isn't also true for AVA6103.

++++

A reminder from Trinity Delta – Targeting the tumour microenvironment with pre|CISION - 18.11.2024

https://www.trinitydelta.org/research-notes/targeting-the-tumour-microenvironment-with-precision/

"Avacta has so far FAP-enabled ten different warheads building up a database of multiple pre|CISION compounds that include c 40 capping groups (which alter the PK of the conjugate) and c 20 linkers (required for FAP cleavage with certain warheads and can be used to modify FAP affinity and activity). These have all been characterised through computational simulations to evaluate molecular binding and how they dock into the FAP structure. A key consideration is how close the warhead can get to the FAP cleavage sequence; this typically depends on the size of the molecule, and often defines whether a spacer group is required. Consideration is also given to how long the conjugate and the active warhead are likely to remain in the TME, and this informs whether PK alterations, achieved through an alternative capping group, are needed to either allow the sustained release of the warhead or to slow plasma clearance.

Potential candidate molecules that meet the internal hurdle are also evaluated in vivo to investigate key PK parameters and cytotoxicity, with some selected for further characterisation in vitro and in vivo to establish preclinical efficacy and safety in a wide range of FAP tumour expression models with low serum FAP (including co-cultures of tumour cells and CAFs) to recapitulate the human TME."

++++

I'll bet there is more than ten warheads, forty capping groups and twenty linkers now!

FWIW

Google search

What is the difference between event free and progression free survival

AI Overview:

Progression-Free Survival (PFS) measures the time from treatment initiation until objective tumor growth or death from any cause.

Event-Free Survival (EFS) measures the time from randomization until a broader range of "events," including disease progression, treatment failure, complications, or death.

PFS focuses on tumor growth; EFS focuses on any negative outcome.

Key Differences:

Definition of Event: PFS is restricted to disease progression or death.

EFS includes those, plus failure to proceed to planned surgery, relapse, or severe treatment complications.

Context of Use:

PFS is commonly used in advanced or metastatic cancer trials to evaluate treatment efficacy.

EFS is frequently used in earlier-stage cancer trials, particularly in the neoadjuvant (pre-surgery) setting.

Precision:

PFS depends on the frequency of imaging scans to detect growth, while EFS is often defined by the time until a patient cannot proceed with their treatment plan.

Essentially, PFS means the cancer has not worsened, whereas EFS means the patient has not experienced any negative, pre-defined event.

AFAIK company's have to make an application for any type of FDA accelerated approval.

👍 Thanks

Great stuff Opti - I'm assuming DS is Daichi-Sankyo.

Are they the only source of Exatecan.

Wyndrum 16:58

.'...if you used some very basic reasoning you would realise I do not have any aliases....'

Recall this recently?

COLDWATER

Posts: 68

Price: 54.50

No Opinion

RE: Frankly patheticToday 10:33

And people like you, L L, who constantly post ramping messages, claiming the company always reports the whole picture, who cannot bring themselves to see that maybe, just maybe, after all these years, all might not be sweetness and light. What objectivity do you bring?

++++

COLDWATER

I think you do, - you had it removed this morning.

Many agreed COLDWATER's sentence construction was very similar to yours.

Chump.

£7 / £10. These are figures based on multiples of present sp, nothing else.

Avacta's development products, considerable know how, IP and innovation, will be sold at the time the best offer is transacted.

It will sell to the highest bidder at whatever Avacta management can negotiate for the company, and not based on sp multiples.

That valuation is much in excess of sp multiples.

A hostile bid is an option.

Another option is an auction whenever one BP decides their patience with Avacta development has expired.

- (multiple reasons why that may be so).

Competitors:

Phylogen and Bicycle Biopsy's -

CC: 'while they see 10x concentration we're seeing a median of a hundred fold concentration' 30.09.25

Revolution Medicines is a “precision oncology” company. It has a ‘platform’ – the Tri-Complex Inhibitor Platform

– which could be used to generate drugs that could ultimately target as much as 30% of all human cancers.

+++

A reminder that Avacta owns all IP / Know How

CC, 20.01.26

"There are no other technologies that can deliver cancer treatment drugs directly into the tumor at the concentrations that our payloads enable without causing highly toxic side effects."

19:42 & 19:51

You've been totally blanked in a discussion you've had two attempts joining.

That's what no credibility buys you.

Credibility restorable though - 24 Jan 2026 18:50