Member Info for B2HS2L

Member since 12 May

15 Avacta posts since.

Insufficient time to perform research me thinks

Try another handle.

This ones credibility is trashed.

From the IVM prelim results for year ended 2025 :

04:20

"We’ve also reported positive health authority interactions. Two outcomes of this were

first, the lifting of the lifetime maximum dose that was due to highly favorable cardiac safety data, and

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

So I read that as being a positive health authority (FDA) interaction, concerning an agreement on the means of selecting a dose for the (AVA6000) pivotal trials.

Not the dose selection, but the means by which Avacta and FDA will make such a dose selection.

+++

I hope this means a dose selection with FDA is concluded before a partner for phase 2 is announced.

A dose selection that the partner will need to buy into before joining Avacta in phase 2.

If FDA and Avacta have documented and worked hard on a dose decision, this should leave no ground for the partner to occupy concerning a selection of another dose, - unless they have specific research and development of value to Avacta and the FDA concerning SGC.

ABSTRACT out.

Cutoff dates always provided, just not yet, due soon.

...6th year of the trial approaches and....💤💤💤💤

...Already too longgggggg, & didn't readdddddddd.

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Fresh FUD injection irrelevant.

Horlix presently a better prospect than warmed up FUD...

Avacta's stated priorities for Partnership deal(s) taken from from the last Annual Report :

Our Strategy

Establish product-based partnerships on pre|CISION® product candidates. We believe that the

broad applicability of our pre|CISION® technology can drive the creation of a number of product

candidates. We may seek to accelerate the development of some of these product candidates with

corporate partners with clinical expertise in certain therapeutic areas or geographies.

+++

[So not just new products, but development acceleration with corporate partners with attractive expertise.]

Chairmans Statement

Throughout the year, we have been actively engaging with interested industry parties who align with our

strategic vision and have the potential to bring complementary expertise and resources to the table.

These discussions have focused on identifying collaborative opportunities to accelerate the development

and commercialization of our pre|CISION® platform assets.

Establishing the right partnerships is critical for expanding our reach and ensuring the long-term success

of our pipeline as well as potentially reducing the Group’s internal financing requirement. Alongside

finding a solution to the HCB, progressing these discussions remains a top priority for the Board.

+++

[Note top priority partnership discussions.]

Therapeutics division:

• Establish product-based partnerships on pre|CISION® product candidates. We believe that the broad

applicability of our pre|CISION® technology can drive the creation of a number of product candidates.

We may seek to accelerate the development of some of these product candidates with corporate

partners with clinical expertise in certain therapeutic areas or geographies.

+++

(Effectively restating strategy.]

So not only financial considerations, but also seeking other 'priorities'

Never been able to satisfactorily answer the question

'Is there an option to pay off this loan early' ?

Philly offices info can be found on Google Gemini. - No big story though

NASDAQ - Starting to poll for interest in investing in AVCT - around 47:00

Therapeutics hasn't tried to sell anything - strictly R&D.

Diagnostics sold off (as you know), so what are you expecting Avacta to sell.

FWIW - At the end of the the footer: 👀

'Report reflects data as of 13 May 2026, share price 89p. I am an AI assistant, not a licensed financial professional.'

Annual Report & Accounts for the year ending December 31, 2024.

Document properties created 09.06.2025

They made a start on this tome well before that date, so not surprised clearing the decks seems like a good idea.

NFTs

Therefore, Avacta's ultimate role is likely not as a standalone competitor, but as a premium M&A target.

No mention in the article of Avacta's manufacturing costs being 1/10 the manufacturing cost of ADC's.

IMO that will be of just as much interest to BP as anything else Avacta's PDC's provide, and with a MUCH larger addressable market.

The most painful experience is apparently a heart attack.

The second is a kidney stone, leaving the kidney and passing through the Ureta on it's way to the bladder.

I've experienced that, - no sleep and couldn't stand up or sit down for 24 hrs.

Couldn't breath easily and constantly trying to find a more comfortable place.

A nurse I came to know stated she had given birth five times and had also experienced passing kidney stones.

'Give me childbirth any day' was her preference.

'Teabag66' is an inappropriate alias for Thorn.

'Hemorrhoids66' is a LOT closer to the mark.

66 throbbing hemorrhoids... that'd finish anyone off.

That and Typhoid....oooh Mavis.

66 Hemorrhoids MUST be like pain redefined.

Thanks for the info opti_.

....asked FW about a triple payload and whilst possible he said it would be very ,very complex.

I assume FW was talking about triple payload for 6207, or did you think he was talking about 7100?

Avacta can't afford the analysis or time to develop anything that is very ,very complex.

CC: "When I was in the clinic we always gave more than one drug to cancer patients. We didn't do single payloads."

The delivery of dual warheads will be the domain of AVA6207.

The delivery of more than two warheads (simultaneously) is desirable to the medical profession according to AI.

Gemini has suggested AVA7100 would be a better program (than 6207) with which to deliver more than two warheads with one cleaving mechanism, so simultaneous delivery.

Don't think Avacta will select the question, but I do think delivering > 2 warheads could be the domain of AVA7100, and that's why there has been no progress on this project.

Question for IVM meeting Tues 19 May 2026 14:00

Please provide an update for the AVA7100 program, which has missed candidate selection in 2H 2025, and therefore a delayed IND in 2H 2026.

If these major pipeline delays are because of a new plan for Affimers, please provide details.

Rich,

Quoting Richard Hughes NED, from mid 2025.

"£25 Mil is not a lot of money." when discussing the CLN.

RNS 13.05.2026 - "As a result of the Conversion, the principal remaining under the convertible bond will be reduced by £1.20 million to £19.20 million."

Yes a CLN is not ideal, but it's been an awful lot worse than it currently is, and Richard doesn't seem too concerned,

- especially after renegotiating loan terms, (RNS 29.08.2025) - so neither should sh's.

FWIW - source Grok.

"Avacta shares trade in the US primarily on the over-the-counter (OTC) markets under the ticker AVCTF.

otcmarkets.com

Key Details on OTC Trading for AVCTFMarket Tier: It trades on the OTC Pink Limited market (sometimes referred to as OTCPK or Pink Sheets).

otcmarkets.com

Pink Limited is the lowest transparency tier on OTC Markets. It is intended for companies with limited or no issuer involvement in providing ongoing disclosures.

Avacta does not file regular financial reports or other disclosures directly with OTC Markets (it reports via the UK's AIM rules and RNS instead).

otcmarkets.com

Trading Characteristics:Liquidity: Very low. Average daily volume is often in the low thousands of shares (e.g., around 2,500 shares), with some days seeing only a few hundred or even fewer.

finance.yahoo.com

Spreads: Bid-ask spreads can be wide due to thin trading, which increases transaction costs and execution risk for US investors.

Price Quotation: Prices are in USD and reflect the underlying GBP share price on AIM, adjusted for the exchange rate. The OTC price generally tracks the primary LSE AIM listing (AVCT.L), but with a lag and potential premium/discount due to currency and liquidity differences.

finance.yahoo.com

Volatility: Can be high, partly due to low volume.

Accessibility:Available through many US brokerage platforms that support OTC/Pink Sheet stocks (e.g., via OTC Markets or major brokers like Fidelity, Schwab, or Interactive Brokers).

US investors can buy/sell during US market hours, but best execution often aligns with London trading hours for better liquidity on the primary market.

No direct listing on NASDAQ, NYSE, or other major US exchanges.

Risks and Considerations:Limited Information: Investors rely primarily on Avacta's UK disclosures rather than US-specific SEC filings.

otcmarkets.com

Higher risk profile due to low liquidity, potential for price manipulation in thin markets, and the general risks of AIM-listed biotechs (clinical stage, no profits, dilution risk, etc.).

Currency risk (GBP/USD fluctuations affect the effective return).

Some brokers may have restrictions, higher fees, or require "OTC stock" approval for trading Pink Sheets."

"HCI are completely in their rights to convert, they will do this as and when they see opportunity.

Each time carefully done so it doesn’t pull the SP down too hard"....

Does the lender state the amount of conversion, and that level is then subject to the borrower stating a level that is less likely to

'pull the SP down too hard'.

If the lender has such rights in this agreement, and wants to pull the carpet from beneath the borrower, requiring payment of the outstanding amount,

not because AVACTA has given them cause, but because a third party has made it worth Heights while, - that's the sort of behaviour we might expect?

BP might have an interest in AVACTA financial destabilisation under such circumstances then, by causing Heights to act in such a fashion?

Banks do that to business loans, for partial or full repayment, I'm not sure they have to explain their reasons much either.

'The knack is to minimise losses and maximise profit'.

I'm another with all shares in an ISA, and decided early not to trade.

Seven out of Eight shares are now profitable and break even was in low 60's.

Thought hard about buying more recently but decided against, as there was nothing worth while down the side of the sofa - ha ha!