Member Info for B2HS2L

He's not joking.

LDA thinks Avacta monitor this BB and he leaves messages for them.

If he's right, why he thinks anyone will act on them is faulty logic.

It's shameful that shareholders think they have to act this way because of the basket case investor relations scenario which is ICR.

Yes. pumping and dumping is part of what Myles is about.

The comment I believe is to encourage others to buy short term.

I agree he intends to trade as advised by those conversations.

I don't see Avacta committing to a deal though before all interested parties negotiations are finalised, ie Q2 2026.

(and TNBC results due H1 2026.)

No need for an early decision if there are many interested parties in AVA6000 in more than one indication.

It's also about how well Avacta's wish list is satisfied / exceeded.

"Nevertheless, all this will hardly stop Big Pharma from moving, which I think is now imminent."

Avacta has begun the 'FAP-Dox (AVA6000) partnering opportunity' period - which continues to mid 2026, - so Myles could be premature.

Thanks for the 'clarification' of RNS dates BV.

Https://avacta.com/avacta-presents-first-preclinical-data-from-dual-payload-precision-medicines-at-the-2025-aacr-nci-eortc-international-conference-on-molecular-targets/

The 'RNS' WAS NEVER ISSUED but contains information concerning 'optimization'.

LONDON and PHILADELPHIA– October 25, 2025 – Avacta Therapeutics (AIM: AVCT, ‘Avacta’, ‘the Company’), a clinical stage biopharmaceutical company developing pre|CISION®, a tumor-activated oncology delivery platform, today announced the presentation of preclinical data demonstrating its novel first-in-class dual payload pre|CISION® technology (AVA6207) at the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics in Boston, Massachusetts.

The data presented showcase the Company’s innovative approach to delivering two distinct therapeutic payloads simultaneously to the tumor microenvironment (TME) through a single fibroblast activation protein (FAP)-mediated cleavage event...

..Key Preclinical Findings:

The pre|CISION® dual payload technology demonstrated robust FAP-selective delivery and potent anti-tumor activity across multiple complementary payload combinations:

Validated dual payload release mechanism: Biologic and biochemical analyses confirmed simultaneous release of two independent payloads from a single FAP cleavage event. Modifications to the self-immolative linkers enabled tunable payload delivery kinetics, providing flexibility to **optimize** therapeutic profiles for different payload combinations. Strategic modifications of linker and capping group structures enabled **optimization** of compound activity.

6207 is all about simultaneous dual drug delivery, something provided by preCISION capability.

The latest spotlight reveals Francis and Tom don't discuss dual drug delivery, they discuss multiple drug delivery.

The requirement for triple drug delivery, controlled by linkers and capping groups is evident.

IMO we will hear more from Francis and Tom re preCISION drug delivery, because that is what interested parties ultimately require.

We just need to know what the word 'optimisation' means.

> 4/5 * cell killing than exatecan?

An improved method of achieving dual drug delivery?

I'm waiting for another spotlight when the chemists are going to advise.

That's when the value of preCISION increases, and it looks likely R&D will continue to provide catalysts for further value improvement.

Yep agreed, more than one meaning.

'We often get asked can you put a third one on?'

This just caught my eye for reasons stated.

Investormeet Q/A session, Question 1 option 2

CC "We know that drug X or payload one gets attached at the first pod, and the second chemical pod is where the next drug gets attached.

We often get asked can you put a third one on?"

In order for 'often' to be used, 'several' interested parties need to be discussing AVA6207.

A question I have is that 6207 has not been public knowledge long.

How long have other parties known of the existence of 6207?

++

Three payloads are discussed by Grok as follows:

"Common Multi-Drug Regimens for Solid Tumors

Here are examples of chemotherapy regimens for solid tumors that often include three or more drugs, or combine chemotherapy with other therapies:Breast Cancer:AC-T: Adriamycin (doxorubicin), Cyclophosphamide, followed by Taxol (paclitaxel)—a three-drug sequence.

CMF: Cyclophosphamide, Methotrexate, Fluorouracil (5-FU)—three drugs used in early-stage breast cancer.

May be combined with targeted therapies like trastuzumab (Herceptin) for HER2-positive tumors, effectively increasing the drug count.

Colorectal Cancer:FOLFOX: Folinic acid (leucovorin), Fluorouracil (5-FU), Oxaliplatin—three drugs, commonly used for stage III/IV colorectal cancer.

FOLFIRI: Folinic acid, Fluorouracil, Irinotecan—another three-drug regimen, often alternated with FOLFOX.

Frequently paired with anti-EGFR antibodies (e.g., cetuximab) or anti-VEGF drugs (e.g., bevacizumab), adding to the regimen.

Lung Cancer (Non-Small Cell Lung Cancer, NSCLC):Carboplatin + Paclitaxel + Pembrolizumab: A common triplet combining two chemotherapy drugs with an immunotherapy (PD-1 inhibitor) for advanced NSCLC.

Cisplatin + Pemetrexed: A doublet often supplemented with targeted therapies or maintenance drugs like pemetrexed, effectively increasing the agents used over time.

Pancreatic Cancer:FOLFIRINOX: Folinic acid, Fluorouracil, Irinotecan, Oxaliplatin—a four-drug regimen for metastatic pancreatic cancer in patients with good performance status.

Ovarian Cancer:Carboplatin + Paclitaxel: A standard doublet, often followed by maintenance therapy with PARP inhibitors (e.g., olaparib), increasing the overall drug count.

Head and Neck Cancer:TPF: Docetaxel, Cisplatin, Fluorouracil—three drugs used for induction chemotherapy in advanced cases, sometimes combined with anti-EGFR therapy like cetuximab.

Variations and ConsiderationsDoublets vs. Triplets:

While two-drug regimens (doublets) are common, especially for older patients or those with comorbidities, three or more drugs (triplets or sequential regimens) are standard for aggressive solid tumors (e.g., metastatic breast, colorectal, or pancreatic cancer) to maximize tumor response."

++

Question 4 "It's really exciting times coming up in the next few months as we optimise this."

She may mean Optimise, or prepare for, a three drug regimen.

From the above, there is no shortage of a 3 drug delivery requirement.

"* Enhanced synergistic activity addressing resistance mechanisms: FAP-Exd/PARPi and FAP-Exd/ATRi compounds demonstrated 4-5 fold greater FAP-dependent tumor cell killing compared to exatecan alone, directly addressing the known DDR-mediated resistance pathway to topoisomerase I inhibitors."

I could see the chemists testing to see if they can increase the 4-5 fold tumor cell killing mentioned.

The preCISION platform has always been the most valuable Avacta asset.

Now it has presented preclinical data demonstrating its novel first-in-class dual payload pre|CISION® technology.

Seems this program has become more valuable, whenever it comes to valuing it and it's capabilities at the point in time offer(s) arrive.

Yesterday Question 4: "So just to brag on our chemistry team again, what they have invented is really remarkable. So now it's a tunable release mechanism with two different drugs and if we want the pharmacocinetics we can get a Cmax because of that tumor penetration. It allows us to tune the release of both of the payloads. It's really exciting times coming up in the next few months as we optimise this."

They are going to optimise the delivery of the announced compounds, or optimise further compounds?

If further compounds then preCISION will increase in value again.

I'm unsure how much will be optimised in the next few months, but further compounds can't harm discussions concerning third party warhead delivery.

Answer 1

Well there's always AVA6207 into clinic H2 2026.

I'm sure that's a best guess now, but at least it's a yardstick.

With Trump likely to muddy the waters at any particular moment, I've given up trying to see when an Avacta NASDAQ listing could be beneficial.

That's all it's ever been Thorn 😂😆😂... you've only just caught on..

A larger amount of jam tomorrow now with advent of AVA6207, and a few more risks attached.

We need those chemists to be sure they know where they are taking this program.

Julian Clary

AGM Business Update Presentation 02.07.2025

https://avacta.wistia.com/medias/k6j3aliioe

Slide 9

We've been asked a lot about what else is in the pipeline. What else are we looking at in terms of precision?

We have disclosed that we've precision enabled a number of warheads. We have not disclosed what those are.

Ten pre|CISION warheads have been designed and characterized both in vitro and in vivo informed by the FAP docking model.

Together these data have been used to develop our pre|CISION computational design algorithms

But we see on the right hand side there that funnel, and we use computational design on these.

So, we design them on the computer, and make some of them in the chemistry labs, to allow us to assess some in vitro, meaning in cells and dishes.

Then in terms of those that we use in animal models, we deepen the funnel even further.

So, use the computational design, use the in vitro models, use basic tumor to plasma, and then finally, the in vivo pharmacology studies.

The question comes up, why haven't we disclosed what is in all of these pipelines? And it's really because of IP.

+++

Actually its not all about IP as some is about not revealing the dual payload technology.

From yesterdays RNS:

"The Company's dual payload pipeline currently comprises two strategic approaches:

* combination of microtubule inhibition and topoisomerase I inhibition (MMAE and exatecan), representing two distinct anti-cancer mechanisms with established clinical activity; and

* DNA damage response (DDR) agents (ATR or PARP inhibitors) combined with exatecan, where inhibition of DNA repair potentiates the cytotoxic effect of exatecan."

So perhaps three of the ten precision enabled compounds are MMAE, ATR inhibitor and PARP inhibitor.

+++

From Trinity Delta: Beneath the tip of the iceberg - Update | 26 June 2025

https://www.trinitydelta.org/wp-content/uploads/2025/06/Avacta-Update-250626.pdf

"The foundational IP around the sustained release pre|CISION mechanism, and the better appreciation of the scope of the pre|CISION platform gleaned from the Tempus collaboration, provides multiple new opportunities for Avacta to unlock value through generating, and developing a pipeline of highly novel tumour targeting drug conjugates, subject to securing additional funds. One potential funding pathway centres on business development, including securing:

• Product-based partnerships...

• Technology-based collaborations...

Through partnerships, there is also potential to couple Avacta’s pre|CISION platform and a partner’s payload to produce new tumour-targeting PDCs and, if these also incorporate its Affimer technology, Affimer-drug conjugates. Beyond the two disclosed pre|CISION programmes, AVA6000 and AVA6103, Avacta has FAP-enabled over ten other confidential pre|CISION molecules which are in preclinical testing and cover multiple therapeutic classes....

3 down 7 to go?

CC made CEO in May 2024.

By now, all but one know her knowledge, tactics, and team building skills are much better than her predecessor.

Hope is not a strategy, and luckily we don't need hope, we already know she's a better CEO from her actions.

You can count on this ending with Wyndrum making out he is a victim when this discussion ends.

I would prefer him to get a new life and admit he needs help.

Source Mayo Clinic

https://www.mayoclinic.org/diseases-conditions/narcissistic-personality-disorder/symptoms-causes/syc-20366662#

Narcissistic personality disorder

'Based on the fact they raised the minimum they needed to' because from a strategic pov, that's all they needed to raise at that point in time.

I agree with HarChris's comment 12:23.

I agree because to spend time trying to improve on it is superfluous.

Wyndrum's "This is what we know"

Should give credence to the large scale changes made to the Heights CLN terms, is indicative of the company expecting fund repayments to be effortless in the newly agreed schedule.