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Teabag today 08:44

Mission drift.

They’re playing a weak hand as best they can.

++++

I think Teabag will find posters mission on this board has been accomplished.

The board has rid themselves of Teabag's tripe posts.

Don't make it a one off guys. 😎

Can WE please have an update on partnership negotiations now that the data has been released thank you in advance.

I see that change as being the difference between success and failure LDA

Cj - reminds me of what happens when kids are allowed in paddling pools..

There's nothing in this RNS to dissuade potential partners, and with plenty of consistency.

All their bets on AVA6000 are still on and apetities wetted.

Fresh data as promised at bio-international, and not long to wait.

Almost forgot - 🚀

'for me Bryant is not such a favourite FINANCE portal, but he could still be 'the missing link'.

AACR ❌

ASCO ✔️

Stimpy,

I'll go for the poster 'forms part of CC’s two summer data drops' :

Source last IVM presentation:

CC "You can imagine the addition of the bio-international event, as part of the data release that allows us to collect even further scans beyond the data cut that we will present at ASCO."

So there is a data cut intended between AACR and bio-international events one month apart.

IMO expecting an updated poster at the latter event..

Sorry for any confusion:

'for me Bryant is not such a favourite finance portal, but he could still be 'the missing link'.

Hughes made it clear he was not a fan of the Convertible Loan Note.

He also famously said £25 Million is not a lot of money.

Bryant must have felt he was on the short list to arrange future finance for Avacta with SC in charge.

With Hughes as Non Exec Chairman now, for me he's not such a favourite finance portal, but he could still be 'the missing link'.

'Hughes has previously spoken well of him' - he has before he became chairman. How much does that promotion change things?

We'll have an answer soon.

The Lady in question was Victoria Juskaite.

On 19 Feb 2026 I posted the following:

Source Grok :

Question - Are Healthcare Royalty and Uniphar connected in any way

Answer - Yes, Healthcare Royalty (also known as HealthCare Royalty Partners or HCRx) and Uniphar are connected through at least one individual.

David Bryant serves as a Senior Advisor to Healthcare Royalty, where he supports investments across the UK and Europe.

At the same time, he has joined Uniphar as a Board Advisor to their Pharma division.

This creates a personal/professional link via shared advisory expertise in the pharmaceutical and healthcare investment space.

David Bryant's background includes senior roles at companies like GSK, Pfizer, and Clinigen.

There is no evidence of a direct business partnership, investment, acquisition, or competitive overlap between the two companies themselves:

Healthcare Royalty is a U.S.-based firm (recently majority-acquired by KKR in 2025) specializing in biopharma royalty acquisitions and debt-like investments in commercial-stage assets.

Uniphar is an Ireland-based healthcare services company focused on pharma distribution, commercialization, logistics, and partnerships (e.g., recent distribution deals like with Santhera for AGAMREE in GCC countries).

No direct royalty deals, funding arrangements, or portfolio connections appear between them based on available information.

The connection is primarily through this shared advisor rather than a corporate relationship.

+++

Added value for Avacta now that NED David Bryant has improved his industry connections and possible utility.

It looks like he's becoming a key jigsaw piece.

+++

29.05.2026 - Now Bryant has lost a key ally inside Avacta, and Hughes seems to relish negotiating new / revisited deals.

I'm unsure whether Bryant features in Hughes future finance plans, but It seems Hughes won't be in the mood to provide any and all finance sources with Diamond Encrusted deals.

Watch this space 👀

..quite a lot of Richard Craniums?

Chilton not seeking re-election at AGM.

. Job getting too big for one person, hence non-executive Deputy Chairman vacancy. - He / She has already been chosen? Chilton not happy.

This wouldn't be a position reserved for an executive of 'a partner' to be be parachuted into?

Any comments?

Thread: US Influence, my post dated 15 May 2026 11:44

Don't want to double up here, but this is what Grok has to say about pro's / con's of AVCTF

Source last IVM presentation:

CC "You can imagine the addition of the bio-international event, as part of the data release that allows us to collect even further scans beyond the data cut that we will present at ASCO."

Are they allowed to reveal over the weekend without RNS first?

Perhaps an after hours RNS is optimal.

Any views on where this leaves NED David Bryant?

20 June 2024 Shaun Chilton is appointed Non-Executive Chairman of the Avacta Board of Directors

...Shaun Chilton has served as a Non-Executive Director at Avacta since June 2023, having previously held the position of Chief Executive Officer of Clinigen Group plc, a global pharmaceutical services group offering access to medicines, operating in over 100 countries. Shaun is an entrepreneurial biopharma executive and Chair with over 30 years' experience leading and managing both private and public businesses and a track record of delivering growth in sales and business enterprise value.

As CEO, he led the sale of Clinigen in 2022 to Triton Partners for a total consideration of c. £1.3 billion. Mr. Chilton has considerable board experience within UK public companies and has held several other board level roles including serving as Non-Executive Chair of MAP Patient Access Ltd and C7 Health Ltd. As Chair of C7 Health Ltd, he led the sale of the business to a strategic buyer in 2022.

Avacta's Board of Directors signaled ongoing plans in April 2024 for an evolution of the Board to meet the demands of being a clinical stage oncology company, as Avacta accelerates the clinical development of its pre|CISION™ platform....

Why he's going possibilites:

. Avacta taking too much of his time. (and Hughes can provide more hours into Avacta?)

. If sold, Avacta could soon be worth multiples of the £1.3 billion Clinigen was sold for (depending on successes of preCISION, 6000 and 6103) and Hughes seen as a better bet to handle sale successfully.

. Avacta see themselves as having Crown Jewels sufficient to make Avacta another BP.

. Job getting too big for one person, hence non-executive Deputy Chairman vacancy. - He / She has already been chosen? Chilton not happy.

. Avacta's Board of Directors signaled ongoing plans in May 2026 for an evolution of the Board... - Board unhappy.

I'm sure you have others.

I'd agree H4, but assuming all trial analysis goes well, the emphasis should rest on the bio-international event.

Again from same IVM mtg:

"we also have gained an agreement on the pathway to our dose selection for the pivotal trials."

Pathway complete after bio-int data (and scans) have been published?

I can't see what FDA and Avacta would be looking for beyond bio-int.

Unsure if posters realise there will be further scan results to discuss at Bio-International, 'which are only part of the data release' .

Source last IVM presentation:

Q 4 On the gen 1 program AVA6000, when will we know about if and when Phase 2 for AVA6000 will begin.

A 4 CC We're very pleased with the data that we've generated thus far with AVA6000.

We're very excited about this program and we look forward as I mentioned to presenting more at those two upcoming conferences.

We will both be at ASCO beginning at the end of May but also Bio-International in San Diego which is in the latter part of June, so two upcoming conferences.

Since we have such a great deal of data that will be coming from the trial to present, it's important for us to have those two presentations coming up.

These are both significant conferences in the industry as you can imagine, and we do anticipate having some good conversations there. [Presume CC is discussing Business Development mtgs]

You can imagine the addition of the bio-international event, as part of the data release that allows us to collect even further scans beyond the data cut that we will present at ASCO.

I can confirm that we are still scanning patients in the trial.

+++

Perhaps after Avacta / FDA have discussed RP2D, then that's the opportunity to announce.