Member Info for B2HS2L

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18.03.2025 trinity delta report – executing steadily on therapeutics focused strategy

https://*********************/notearticle/article?researchnoteid=33_15e65d50-754b-426d-932b-96392a6ff525&whitelabelcompanyid=gb00byyw9g87&clearcache=false

transitioning to a pure play therapeutics business

avacta is executing steadily on its therapeutics focused strategy as it seeks to enhance its appeal to global specialist healthcare investors and secure sustainable funding for further pipeline development.

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18.03.2025 trinity delta report – executing steadily on therapeutics focused strategy

https://*********************/notearticle/article?researchnoteid=33_15e65d50-754b-426d-932b-96392a6ff525&whitelabelcompanyid=gb00byyw9g87&clearcache=false

the disposal of launch diagnostics for £12.9m sharpens the therapeutics focus, broadening avacta’s appeal to global specialist healthcare investors, and extends the cash runway into q126.

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question and answer session of the investor meet presentation – transmitted 06.06.2025

q8

you’ve mentioned the potential for a nasdaq dual listing. is this primarily to unlock valuation upside in a more biotech savvy market, or is it tied to strategic capital and partner access?

a8

cfo - biotech like avacta will grow it’s cash requirements as we begin to pursue two additional programs in the clinic and additionally, as many are aware the cost of running the company increases the more success we see.

actively pursuing global specialist biotech investors and exploring the potential nasdaq dual listing helps us access deeper capital markets and the broader investor base. so you do know, as chris said earlier, this is a marathon, and drug development is very expensive and the wider net we can cast to attract more capital, the more successful we can make the company.

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question and answer session of the investor meet presentation – transmitted 06.06.2025

q5 all of the science is going to require a large amount of funding. what is the strategy for the long term financing for the company?

a5 brian hahn – given the global market complexity in the stage of our business now, we are managing cash tightly in the company.

like any biotech we will need to raise additional money to fund the programs.

we think about managing this in three different ways.

first the cash runway. – so the companies cash position enhanced by careful resource allocation and divestment of non-core operations now extends into 2026, to support the continuing development across the company.

we will need to secure additional funds in due course.

secondly – capital market strategy – so we continue to explore a potential dual listing on nasdaq to broaden it’s investor base, access deeper pools of specialist biotech capital, and fund it’s growing pipeline beyond the capacity of the aim market.

so short-term aim market and longer term moving to the nasdaq to access the pools of capital

The following references and quotes concern the need to locate and work with specialist investors.

This laser like search sharpened when CC became CEO, 01.05.2024

30.04.2024 - Preliminary Results for the Year Ended 31 December 2023

"After the period end Avacta announced that it is exploring strategic options for the division in a manner which maximises shareholder value and benefit for the Company in creating a pure-play oncology biopharmaceutical company that the Board expects will be more attractive to specialist international biotech investors."

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https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/fc02efdb-bbb2-9886-4c93-303d057aa1eb/AvactaGroupplc_28_5_2024_FINAL_BG.pdf Turner Pope Investments document 28.05.2024

"Dr Coughlin’s extensive scientific and clinical experience and many years in leadership roles across the industry suggest she is the ideal person to drive strategy and present the Group's innovative technology to a specialist healthcare investor audience, particularly in the US.

Within this appointment, the Directorate also recognises a need to ensure continuing clear communication with shareholders and stakeholders. "

Transcription of Investor Meet Avacta Presentation 30.09.2024 Q/A session - https://www.investormeetcompany.com/meetings/investor-presentation-722

Question 15:

You announced at the AGM that Tony was stepping down as CFO in October. Any news on when we’ll see a new CFO appointment?

Answer 15

Something we’ve been working very hard on, I’m pleased to say we’ve made very good progress, we’ve excellent candidates who have come through, we have seen both significant experience in biotech as well as in US capital markets and dealing with US specialist investors, we hope to be able to make an announcement over the next month or two.

Question 12:

If the pipeline is going to be revealed soon, does the Board have plans on how this pipeline will be funded? Won’t AVA6000 need more funding?

Answer 12

...as a company we need a sustainable funding strategy that’s going to allow us to progress the pipeline to a later stage of development where we can either have those partnerships. To date we have been raising money on AIM or raising money in the form of the convertible note.

We are also looking at non-dilutive options such as collaborations that I touched on in that first comment.

But we are going to be looking now at deep specialist health care funds in the US, including the option of the dual listing and we have to recognise that the UK and indeed the global context for raising money is still fragile, it’s still a bit uncertain, and so the reality is that we are going to need a combination of these factors for the long-term strategy.

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There is something legally binding about an RNS that states that Coris is sold, - notification expected in August.

That might be the time when specialist institutions would by in.

I'm sure the sp will be higher then, but their rules might state buying before sale complete not allowed.

Anybody with experience of this in previous share ownership?

Just as likely to be a HNW individual, - you know - there's plenty of these operating in competition with GSA ✨🎆🧨

RNS published 07:48.

They had the this news at 07:00? - Any comments on the timing?

"Following the sale of Coris, the Company's cash runway will extend further into Q1 2026."

"the sale of Coris Bioconcept SRL ("Coris") to 3B BlackBio Dx Ltd for an upfront cash consideration of £2.15 Million (including net cash & customary working capital adjustments) with an additional earn-out based on future business performance of up to £0.615 Million. Completion of the sale is expected in August 2025, subject to customary closing conditions."

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Better than I hoped for.

August is great news.

BV last night:

"Hopefully, they will find it very difficult to but back the shares in the current market,

especially if Avacta were to drop some good financial or clinical news."

Fundamentals news just as good though ha ha!

This will go down a treat with those insisting on a Tx business with no Dx distractions.

That news isn't likely to make GSA's buying task any easier 🤣🧨🚀

BV -

"Hopefully, they will find it very difficult to but back the shares in the current market, especially if Avacta were to drop some good financial or clinical news."

RNS dates

28/5 D Bryant & R Hughes become new NED's.

19/6 New response in Phase 1b trial

2/7 AGM Chairman's statement - 'Avacta is discussing FAP-Dox with a range of parties. This is both for separate indications and multiple indications.

We are also delighted to see initial signs of efficacy in both phase 1b indications. You’re also aware we’re in discussions with the use of pre|CISION as a platform to put through other parties’ payloads.

There’s an incredible amount of interest in AVA6103, or FAP-EXd as we now call it, although the company’s strategy at this point is to protect this asset until we have sight of the initial human data, such is its value.'

21/7 Convertible bond cash payment

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All the above news contributed to changing financial fundamentals.

First Short reduction - 24.07.2025.

Just how much warning did they need.

Sizzle on incompetent b*st*rds, let's hope you lose your shirt. What price your algorithm now.

GSA Algorithm needs an update soonest because insufficient share buying opportunities available.

GSA did not act on RNS content in a timely fashion, through their own failure.

Someone fell asleep on the job, placing too much trust in the algorithm.

Expect a burning stench tomorrow late morning, - much worse by market close.

FWIW - You're only in until eventually the sp plateau's or retraces.

Then you will re-introduce those fake news half-life issues.

You're not in longer term, - enough with the false rhetoric.

Icecool, - your eyeing the bait, - it's in his interests to turn this into a slanging match, and it doesn't need to be so.

Thorn - you are currently red-ringing the idea of half-life problems to re-introduce later.

The problem with your love for loading up substantially, and telling the world about it, is that you aren't admitting you intend to sell off and re-introduce those fake news half-life issues, (a different form of rinse and repeat), - intending adverse influence (again).

Not many here will be listening, - the answers are in previous posts.

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It's not difficult to see through you're act, - you are currently taking us for fools though.

SB does feature here: https://avacta.com/about/leadership/

Corporate Deck spawns the need need for todays R&D 10 video!

Simon Bennett missing from page 4.

DL and YB now feature.

It's 0.78% of the companies shares as measured at 10 Jul 2024, so now a smaller percentage.

I think you mean once their algorithm says they should give up.

Buying shares isn't going to be easy today, or indeed any time soon - sizzle sizzle.

Hence I would expect the preCISION platform, - due to it's ability to target the therapeutic precisely, - to avoid such toxicity events (some quite common), and thus to avoid any toxicities causing death in rare cases.

Additional to today's 14:23 & 15:10 posts concerning toxicity generated by ADC therapeutics, - this question and answer from Grok:

Q When ADC therapeutics are used to treat oncology patients, the ADC Linker can cause associated toxicity in the LUNG /LIVER & OCCULAR regions.

Are such LUNG /LIVER/ OCCULAR toxicities fatal?

A Antibody-drug conjugates (ADCs) are a class of targeted cancer therapies that combine monoclonal antibodies with cytotoxic payloads, connected by linkers. While effective, ADCs are associated with toxicities affecting various organs, including the lungs, liver, and eyes, due to both on-target and off-target effects of their payloads and linkers. Below, I address the potential for fatal outcomes related to lung, liver, and ocular toxicities based on available evidence.

Lung Toxicity

Nature of Toxicity: ADCs, such as trastuzumab deruxtecan, enfortumab vedotin, and others, are associated with interstitial lung disease (ILD) or pneumonitis, which can be severe. A meta-analysis indicates pneumonitis is the most common cause of death associated with ADCs, with incidence rates varying (e.g., 13.6% for trastuzumab deruxtecan, 28% for enfortumab vedotin, 3.2% for brentuximab vedotin). Fatal cases, though rare, have been reported, particularly with trastuzumab emtansine and tisotumab vedotin (incidence

Also

Panmure Liberum Avacta CEO interview Video 13.03.2025

Julie Simmonds interviews Christina Coughlin

https://fast.wistia.net/embed/iframe/jhkzsr4536?web_component=true&seo=true

. adjuvant setting – meaning – ‘where patients are still curable’

. Linkers used in ADC’s suffer with associated problems of LUNG /LIVER/ OCCULAR TOXICITY, - not so with biologics, which are very specifically cleaved only in a tumor, thus avoiding said toxicities.

Not forgetting:

. We are working in the background on biologic drug conjugates, - Affimers / AVA7100 & Antibodies.