Member Info for B2HS2L

54retiresoon...Thanks for the feedback.

Avacta has stated that Q1 2026 is when the financial runway expires.

They were issuing this statement when the NASDAQ listing was planned, not parked.

How much might the company save if plans to dual list are parked beyond Q1 2026, thus increasing the runway.

It depends when they intended to dual list prior to deciding to 'park the plan'.

I feel the PotUS loose cannon threat may be responsible for the change of heart.

Why allow Avacta to become subject to any adverse PotUS NASDAQ exchange or NASDAQ traded company legislation, resulting in plans stalling.

V S - FWIW From 28.05.2025 RNS

Appendix 1: Further disclosures regarding David Bryant

Avacta also discloses the following information in accordance with Schedule 2(g) of the AIM Rules for Companies.

Full name: David John Bryant

Age: 58 years

Current directorships/partnerships:

· 60 Niton Street (Freehold) Limited

· 60 Niton Street RTM Ltd

· Mulberry Capital Management Ltd

Previous directorships/partnerships held in the past 5 years:

· Clinigen Limited

· Nupharm Group Limited

· Pern Consumer Products Limited

· Protomed Limited

· Quantum Pharma 2014 Limited

· Quantum Pharmaceutical Limited

· Quantum Pharma Group Limited

· Quantum Pharma Holdings Limited

· Quantum Specials Trustee Limited

· Triley Bidco Limited

· Triley Midco Limited

· Triley Midco 2 Limited

· U L Medicines Limited

++++

Thanks GMCC -

03.01.2024

https://www.businesswire.com/news/home/20240102827965/en/HealthCare-Royalty-Announces-Closing-of-Additional-Debt-Focused-Fund-Team-Expansion-and-Promotions

-HealthCare Royalty (“HCRx”), a leading middle market royalty acquisition firm that has invested $5+ billion in over 85 biopharmaceutical products since inception:

A billion is one thousand million = 1,000,000,000

$5 Bil invested in 85 biopharmaceutical products

$1 Bil in (85 * 0.2) = 17 biopharmaceutical products

FWIW $1 Bil / 17 = $58,823,529 AVERAGE investment in each biopharmaceutical product at the beginning of 2024.

No idea about smallest and largest investment, but Avacta could easily benefit from HCRx investment of > $60,000,000 - conservative estimate,

subject to company finances.

As Precision and Affimer tech are delivery platforms, possibly delivering other medicines as well as pipeline products, investment could be higher.

..HCRx insisted on David Bryant's NED status ?

..Depends on how much investment involved?

Bella, that sentence will be definitive as to whether we succeed in getting chunks of non-dilutive funding.

If we successfully sell our project progress over the last 12 months to many funds, such that they fund 'on and off throughout', - happy days.

Lets hope they receive the memo that funds need to be in the bank in 2025, not 2026.

Bella - FWIW - This is in the 2024 AGM presentation regarding funding; - little change here:

https://avacta.com/wp-content/uploads/2024/06/2024-AGM-business-update-deck.pdf

Avacta: Developing a Sustainable Funding Strategy slide 8

• The global funding environment in biotech continues to be difficult

– Heights raise provided acquisition funding for Dx platform and financed key developments in Tx platform

– The UK public markets continues to be very difficult for companies at Avacta’s stage of development

– Some recovery being seen, but primarily in the US which has typically been more supportive of pre-revenue Tx companies

• Avacta will continue to have a significant funding requirement going forward

– AVA6000 is entering the next stage of development requiring funding of larger Phase 2 and Phase 3 trials for global approvals

– New exciting pipeline of PDC and AffDC will require additional funds to move to the clinic

• Management is focused on bridging funding gap as far as possible with non-dilutive capital

– The Company is in a process to realize value for Dx assets – drive to EBITDA +ve in 2024 and engaging with potential acquirer

– The Company is seeking business development deals in the Therapeutics pipeline with our clinical proof of concept data in hand

since April 2024

• Management is also focused on bringing institutional investors into the story, especially from the US, for the

medium- and long-term capital needs

– Clinical data are key to both equity funding as well as commercial deals

– Management has presence at key global congresses designed to foster collaborations (AACR, ASCO, BIO) and clinical proof of

concept for the preCISION platform enables

– Board and Executive Team with credibility in the eyes of US specialist healthcare investors, who typically support companies at this

stage of their evolution *

++++

Emphasis changes only in the last 12 months.

* Mentioned sporadically. There must be a basis in fact here the company has not divulged publicly.

++++

Slide 9 just as relevant today.

Next-gen pre|CISION ADC therapeutics.

Combining the highly tumor-specific release mechanism of pre|CISION with the biologic advantages of an Affimer create a novel class of Affimer Drug Conjugates

AVA7100 again not mentioned in slide 10 of this years AGM deck: https://avacta.com/wp-content/uploads/2025/07/Avacta_AGM_deck_2025.pdf

Thank you for your overview Sandy, I'm sure "There were lots of positives to take away from the AGM".

We have no visibility of the questions posed and answers provided.

Are you in a position to advise please.

Have you spent your entire 'holiday' banging this stuff out?

If people cared there would be responses, - but Saturday afternoon, after a fortnight full of news and presentations...

Don't you have some reading / listening to do, or was that all your 'holiday 'consisted of.

Chiefhelmet - I hope it's GSA buying so they don't become the oven-ready duck discussed recently.

What a load-off that would be.

GSA better be buying dumped shares before the next Heights repayment, else they are going to be dead (oven ready) ducks by the sound of things.

GSA better be dumped shares before the next Heights repayment, else they are going to be dead (oven ready) ducks by the sound of things.

It's designed to obfuscate and derail discussion surrounding the content of recent presentations.

He is not trying to contribute to a 'forum for exchanging investment views and ideas', when the question he poses is pure boloqs.

I repeat that I only respond (to 3 Amigo's) when I'm not discussing Avacta, but am discussing malpractice or deceit.

Wyndrum earlier

'Like most here they concentrate more on being rude and for reasons unknown deciding to play a pointless multiple identity game before coming to the conclusion I and a few others did months ago. Whatever this is, it’s not a forum for exchanging investment views and ideas'

wyndrum 15:10

Is it possible that P1a did not always work? Sometimes it did not release dox?

When it did dox was dox but a few times it did not release it and was just excreted?

+++

Before we indulge you wyndrum, - and waste our time talking boloqs, where is the supporting evidence for your supposition.

I hope you weren't snorting something mind altering on your 'holiday'.

Is there a video of Hughes shouting out the F word?

...and is it as good as the Trump retort to a reporter before boarding a Marines helicopter on the White House lawn?

Trump didn't wait for a response, I guess Hughes is a product from the same mould.

Https://www.trinitydelta.org/research-notes/beneath-the-tip-of-the-precision-iceberg/

Avacta

Beneath the tip of the pre|CISION iceberg Update 26 June 2025

There is this:

Clinical development in TNBC slightly lags SGC, due to a requirement for cardiac safety data ahead of enrolling this cohort

'Wasn't there something recently about it taking longer to process the enrollment of TNBC patients? So maybe TNBC patients are not so far down the dosing line and he meant SGC and STS?'

If so this must have appeared on 'X', as I don't have this in my RNS / R&D spotlight notes

LDA

'When the chairman makes an opening statement and states both indications are seeing efficacy in phase 1b should one assume this is SGC and TNBC or SGC and STS or STS and TNBC it's very confusing isn't it considering Avacta have advised their are 3 indications in phase 1b'

FWIW, and IMO, this is symptomatic of the chairman making an unguarded statement that SGC and TNBC results are more prevalent than STS results, as STS not being dosed so frequently due to phase 1b cost management considerations.

Comes with a GUCCI uniform I'm told, - it beats tea boy I suppose.

Do you know if Simon Bennett is still busy on behalf of Avacta, or has he moved on.

Toast.