Member Info for B2HS2L

From May 27th RNS

...the preliminary results for year ended December 31, 2024 will now be published on June 4, 2025 as the Group's auditors have been unable to finalise the audit work connected to the disposal of Launch Diagnostics, which completed post period end, by the originally planned date of May, 29 2025. The Group was notified of this development on May 23, 2025.

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Expect notification of change of auditors soon.

As has been stated, delay for a reason such as this (disposal of Launch Diagnostics, which completed post period end) very embarassing.

I feel CC is currently comfortable selecting deal candidates.

She will be unwilling to sign agreements until ph 1b trial results land.

She will have maximised deal competition & deal size dependent on trial results, so will be ready to sign at that time.

There's no reason for cause for concern regarding trial results that we know of.

phase1b results must land before Q1 2026, so currently we're on schedule.

Source: 08 Nov 2024 - Video presentations from R&D Spotlight: ‘Next Generation of pre|CISION® Medicines’

https://avacta.com/video-presentations-from-rd-spotlight-next-generation-of-precision-medicines/

10:13 on slide 'Cytotoxic technology delivers cytotoxic drugs directly to the tumor while protecting healthy tissue'.

Advantages

. Small molecule manufacturing and timeline/COGM (cost of goods manufactured)

CC, commenting on this bullet point stated:

"What that statement means and why that is important, is that the price tag for this drug (AVA6000), is one tenth of the price tag for an ADC drug.

ADC's cost a lot of money in the clinic"

++++

+ improved tumor targeting.

For individuals who have ultimate say in the finances of BP companies developing ADC technology, this is a NO BRAINER.

A 90% COGM reduction offer to these guys, will result in the immediate amputation of your arm.

Avacta can't stay an independent entity under the above circumstance.

Successful phase 1b results the trigger

Brian wasn't appointed until 13.01.25, so I'm sure he has had assistance with any presentation content.

Good opportunity to sneak in some extra content 'post period' perhaps.

We live in hope.

Https://avacta.com/wp-content/uploads/2025/03/Avacta-Corporate-Presentation_March-2025.pdf slide 9

AVA6000

Ph Ia data update

2Q 2025

******o's = t*ssero's

wyndrum

you had me at 'so its a constant reassessment of risk reward, and always has been.'

pity about the ten minutes it touk (!) to get to that line right at the end, - that's gone for good.

i'd like to think the amigo's have slaked their thirst of posters replying to their posts this weekend.

however, we must expect yet more of their attention seeking carp to come after this feast of encouragement.

recall wednesday morning with the announcement of two new ned's, expected to much improve the companies prospects.

genuine holders clearly delighted.

silence, bar one post from the ******o's three.

clearly they had to have an unscheduled pow-wow to discuss unexpected news, and it's ramifications for future fud.

leaches doesn't come close to the position of genuine holders.

the best option is to filter the twats and for ever ignore, - (copyright timster).

+++

Following through on President Donald Trump’s “most favored nation” policy, the HHS is about to drop a drug pricing hammer on the pharma industry. But that doesn’t mean drugmakers will comply.

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NICE pays £2,630 per 100 mg solution for infusion vial.

£2,630 * 1.34 = $3,524 This is the deal the Donald is looking for, unless price is lower elsewhere.

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'But that doesn’t mean drugmakers will comply.' - It certainly doesn't.

FYI

Pembrolizumab for treating recurrent or metastatic squamous cell carcinoma of the head and neck after platinum-based chemotherapy (terminated appraisal) (TA570)

NICE is unable to make a recommendation about the use in the NHS of pembrolizumab (Keytruda) for treating recurrent or metastatic squamous cell carcinoma of the head and neck after platinum-based chemotherapy. This is because Merck Sharp & Dohme UK Ltd did not provide an evidence submission

Result type Technology appraisal guidancePublished20 March 2019

+++++

Also:

https://www.nice.org.uk/guidance/ta851/chapter/2-Information-about-pembrolizumab

Pembrolizumab for neoadjuvant and adjuvant treatment of triple-negative early or locally advanced breast cancer

Price

2.3The list price is £2,630 per 100 mg solution for infusion vial (excluding VAT; BNF online accessed September 2022).

2.4The company has a commercial arrangement. This makes pembrolizumab available to the NHS with a discount.

The size of the discount is commercial in confidence.

It is the company's responsibility to let relevant NHS organisations know details of the discount.

Current NICE authorisations for Pembrolizumab available here https://www.nice.org.uk/search?q=Pembrolizumab

Even if delivered systemically - no. ✅

Delivered systematically - (without a back to the drawing board modification) - No.

'Every "coldwater" post is a downer'

Agreed, - 3's a crowd, - 4's an in infestation.

FYI

27.05.2025 - What’s next for Trump’s ‘most favored nation’ policy?

https://finance.yahoo.com/news/next-trump-most-favored-nation-062927478.html

Following through on President Donald Trump’s “most favored nation” policy, the HHS is about to drop a drug pricing hammer on the pharma industry. But that doesn’t mean drugmakers will comply.

(Department of Health and Human Services (HHS) is a cabinet-level executive branch department of the US federal government created to protect the health of the US people and providing essential human services.)

The policy, issued by an executive order earlier this month in an attempt to bring U.S. drug prices in line with those paid in other countries, asks drugmakers to voluntarily lower their own price tags first. If they don’t, HHS is then directed to “impose” the policy, which is expected to be met with legal challenges, as it was when Trump proposed a similar plan during his first term.

Meanwhile, pharma’s largest lobbying group is aiming to shift the blame for drug prices to pharmacy benefit managers and the 340B hospital drug pricing program. PhRMA launched a new ad campaign last week that called out “markups” from the hospital program and “middlemen fees” from PBMs as reasons for higher drug prices in the U.S. compared to the rest of the world.

While HHS takes its first steps toward implementation, Congress is also looking into new reforms to lower drug prices.

The technical term is probably 'singed', but there is a powerful smell building

From RNS 29.04.2025

..Shaun Chilton, non-executive Chairman commented:

"As Avacta transitions to a pure-play biotechnology company, we have initiated the process of appointing an independent non-executive director with relevant international commercial experience and expertise. A further announcement will be made in due course."

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Is SC discussing someone other than Bryant and Hughes?

- he's looking for 'an independent non-executive director with relevant international commercial experience and expertise.'

Specifically USA / NASDAQ?

That's Deptula's specialist area, but we know of nothing she has achieved for AVCT, - doesn't mean she's inert though.

These two may have been at work a while on Avacta's behalf, - so unsure whether there is a further appointment as yet unrecruited.

Someone with US experience, who may be the equal or replacement for Darlene, and not meaning BH.

Someone best placed who can further assist with a NASDAQ listing.

Wondering what the news does to GSA Capitals algorithm.

We'll find out soon enough.

'all AVCT's problems have melted away'

I don't see that sentiment in posts today.

The light at the end of the tunnel has become brighter, but more needs to happen before the light gets bigger.

Sorry ? = 6.

So bored I stopped counting at five.

That's better wyn.

5 question marks in that post.

Nobody can answer your questions, so why ask.

Thanks are due (so far) for not mentioning LFT's again, and confirming your negative agenda status.