Member Info for B2HS2L

VS - There can only be one buyer of Avacta's PDC platform and programmes though.

All the others are left to make the best of ADC technology, or develop their own PDC tech.

Trailing in the dust as it were.

More Horns, more dilemma's

From RNS

"In parallel, we continue to advance our partnering discussions, which are ongoing with multiple parties,

on all three generations of our pre|CISION® platform"

That's the story available from Avacta.

I'd be more interested to know if there were other negotiations, hinging on successful big reveals at bio-int, centering on a takeover.

* TNBC data of much interest

* PDC manufacture cost 10% of ADC cost.

* How much will it take, and what else needs to be offered for pre|CISION IP to change ownership.

ADC development is not for this world for long.

Bio-International in San Diego (with all the right attendees) will demonstrate that.

I sincerely hope that a "strategic" raise, resulted in a much higher number of II's.

Sticky corporate buyers needed not pump & dump HNWI's.

From Investigate

Summary by AI BETA

Avacta Group plc has successfully raised approximately £9 million through an oversubscribed strategic equity fundraise at an issue price of 70 pence per share.

This capital will be used to repay deferred convertible bond obligations in cash, strengthening the company's balance sheet and reducing potential shareholder dilution.

The fundraise involved the placement of 12,792,859 new ordinary shares, with directors also subscribing for additional shares.

This financial manoeuvre supports Avacta's strategy to advance its pre|CISION® oncology platform through key clinical milestones and IND-enabling studies.

++++

Job applicants: individuals who apply for positions with us, whether directly or through a recruitment agency.

just guessing, would be nice though.

If you bought stock thinking a cure was being developed, you deluded yourself.

Wrt company comms:

If you don't keep abreast best not to invest. 😉

Keep this in mind when reading about ADC performance.

PDC manufacture = 10% of ADC manufacture according to CC, and Bio-International info will be data rich.

Yep, wyndrum would write that.

At science day, how would others know D-G wasn't also wyndrum.

It's not retorical.

Exactly the response I expected.

D-Geeman - that post is pure wyndrum. Those are all the right words being placed in all the right places in sentences for you to BE wyndrum.

Icecool - "Once you've proven the concept, shown the safety profile and got approval, everything can cascade into other indications."

+++++

CC - TD Cowen March -

With the inventions around 6103, there's two key aspects there.

The first is we can FAP enable now almost any medicine out there.

So whereas before we had to find something to fit in the active site, now it just hangs off, now we can attach almost anything.

We've got almost FORTY of these LINKERS, we've now made almost FIVE HUNDRED PRECISION MEDICINES, - it's kind of crazy our chemists are quite busy.

[So chemists were still adding to these numbers in March]

The second aspect is we can dial in the exact PK.

So when a potential partner / strategic partner says well what can you do with the PK of this medicine? Francis our CSO will reply 'what do you want us to do with it'.

++++

So when BP decide 6103 / 6207 are projects that suits their needs when looking for IP cliff megabucks drug replacement, Avacta has many many more 'seed' projects, ready to start work with the preCISION platform.

Can BP allow a platform this capable, with nearly 90% of solid tumors as addressable targets, fall into the hands of a competitor?

Not without a fight.

I see them trying to outbid each other, 6103 results in December and rate of 6207 progression are key milestones.

CC mentioned 'the next nine to twelve months, - this really promises to be a transformative period for Avacta, our shareholders and our patients, and what's important is by the end of that period, we will be seeing the initial clinical data in the AVA6103 program by the end of 2026.'

Study start date was only 31.03.2026, 9 weeks ago - sigh.

Always look on the bright side of life...

160 seems a lot.

However, 6 indications in phase1

T D Cowen 04.03.2026

CC - With the inventions around 6103, there's two key aspects there.

The first is we can FAP enable now almost any medicine out there.

So whereas before we had to find something to fit in the active site, now it just hangs off, now we can attach almost anything.

We've got almost 40 of these linkers, we've now made almost 500 precision medicines, - it's kind of crazy our chemists are quite busy.

The second aspect is we can dial in the exact PK.

So when a potential partner / strategic partner says well what can you do with the PK of this medicine? Francis our CSO will reply 'what do you want us to do with it'.

Anti-cancer activities are being discussed here.

That's nothing like what was said in the LFT days, about a virus here today mutated tomorrow.

Why waste time in conversation with you wyndrum.

We're all busy people, but you think we'd drop everything to read your next tome.

Not so.

Thompi

CC “It’s also important to note that we do also have substantive conversations with a number of partners that are under confidential nondisclosure agreements across different assets.

These discussions, I would describe them as constructive. They are progressing.

But given the NDAs that are in place, it wouldn't be appropriate for me to speculate on any kind of status beyond saying that we do have a clear business development plan that we are executing”.

+++

This sounds exactly the way CC would describe Avacta progressing relationships with interested parties discussing todays AVA6000 update.

With all the news to be delivered at bio-international at end of june, I would expect Avacta business development to be busy for a number of weeks afterwards.

Perhaps he's ground hog wyndrum

Wyndrum - 'Clearly there are some efficacious benefits but the lack of desire to take this into phase2'

When did phase 1 end, - did I miss something? - more Tripe.