Member Info for B2HS2L

3rd line unnecessary.

The Elephant in the room for me is that there may be a deal or deals waiting to be chosen and signed at a point in time chosen by CC.

Is this an Elephant nobody else can see, - why is this scenario being apparently discounted.

If this is so,

RNS April 29, 2025 Board change

1 * NED out, making room for the next NED, - someone from a potential BP partner lets hope.

Negotiations must be proceeding nicely.

1 An STS deal may await a successful conclusion to the phase 1b trial, whenever that may be announced.

However, any intention to fix the cash runway by revealing STS results and triggering a deal will be needed in Q4 25.

Avacta STS discussions conspicuous by there absence.

a Are management sending sh a veiled STS message

b Have the party concerned stated they don't want Avacta discussing STS?

2 Any kind of STS deal will provide the pre | CISION confirmatory validation the company has been looking for.

IMO that deal raises the FOMO stakes for all interested parties, and SB gets 'busier yet'.

3 Any Approval by Regulators - same as 2

Let's see.

I expect they will all pop their heads above the parapet in serial fashion at the same time, - FOMO would be why.

Bella,

I think that Avacta management would be doing a lot of double checking of the business case for dual listing on the NASDAQ exchange.

PESTLE will have had to be revisited, simply because Trump is enjoying himself in his second tenure as POTUS, and the chaos generated by his reform and cost saving agenda in every part of government.

https://www.cipd.org/uk/knowledge/factsheets/pestle-analysis-factsheet/

PESTLE analysis studies the key external factors (Political, Economic, Sociological, Technological, Legal and Environmental) that influence an organisation. It can be used in a range of different scenarios, and used to guide people professionals and senior managers in strategic decision making.

Potentially we're moving from LSE regulation to LSE and NASDAQ regulation, and a US leadership regime that doesn't care a jot about who's toes they tread on, or the amount of notice they provide for new regs.

Agree RTO, but we must ensure we benefit to the extent we thought pre-Trump, and identify all new issues.

It may be that info in 19:22 post has a baring on your assumption.

Webinar available here:

https://www.turnerpope.com/investor-evenings/webinars/

Your right, it may not have been SB

That leaves Simon policing what CC and MM were saying, making sure nothing out of line was mentioned.

No wonder he was bored.

“Partnering 6103 is shelved until patents are approved and we have clinical data. Exactly right.”

I sources are anything to go by, validity questionable, but this is all I have for patent dates :

RE: Just Found this Telegram RNS on X 27.02.2025 11:37

***From November 2024***

Page 1

Evening all,

As promised, herewith my notes from the call with Shaun and Chris earlier this evening.

To avoid the notes from the call being taken out of context, I thought a series of factual/clear bullet points would be preferable for this group, which is clearly craving some certainty with the share price where it is:

- Chris and Shaun are highly aware of the impact the CLN is having. It is top of their in-tray and there is not a day which goes by where they do not talk about it. I am confident they are giving it the attention it deserves and they appreciate the optics. They asked us to be patient in this regard. They are well aware of our desire to appoint a co-broker and indicated action would be taken which addresses these concerns.

- Taking preCISION from a peptide and a drug to a 'system' should not be overlooked. In order to solve the issues which Doxorubicin and Exatecan face (toxicity) we needed a sustained release mechanism (in the tumour). That leap (i.e. from harnessing Doxorubicin to Exatecan) should not be underestimated from an achievement and workload perspective. Avacta filed this patent in October 2024. They do not have to discuss this patent until it publishes in October 2025. There are very few drugs (Doxorubicin is one) which do not require this additional patent protection. This is why Avacta could not disclose AVA6103 until the patent had been submitted.

Partnership discussions on 6103 could not begin until this protection was in place.

Exetecan can 'overcome' treatment resistance caused by pre-use of therapeutic(s) less powerful than exetecan.

That gives oncologists an 'ace' in their hand of cards, - if I heard right?

Https://www.turnerpope.com/register/ in the RNS?

Ferring - I recently attended a Mark Steel show, at least half his act was about his SGC treatment. The mask is part of his show!

It was horrific, but he was making light of his experiences.

AFAIK he is fine after treatment, but I do wish in future that as few people as possible have to go through these experiences.

Good luck to you, we all wish you well in future.

As you are so interested in negativity, - this is more your line of work.

Suggest a question at the next Webinar, - we'll know it was you asking, - CC obviously aware and all.

Thanks wyn, we'll be listening out for you, - give'm hell.

Apologies if posted before

https://health.ucdavis.edu/cancer/news/headlines/novel-cell-therapy-receives-expedited-fda-designation/2025/04

April 15, 2025 Novel cell therapy receives expedited FDA designation

Clinical trial seeks to help patients with swallowing difficulties after cancer treatment

An investigational cell therapy being evaluated at UC Davis Health has been granted fast-track designation by the U.S. Food and Drug Administration (FDA) to help patients with oropharyngeal dysphagia (OPD) following their treatment for head and neck cancer.

++++

FDA Should have fast-tracked AVA6000 SGC, fewer patients would require this product.

++++

The promising autologous treatment called iltamiocel is developed by Cook MyoSite Inc. It has been through two clinical trials at UC Davis Health to evaluate its potential to increase tongue strength for patients with swallowing difficulties known as dysphagia.

$740m for only 5000 dox naïve patients. That averages out at $148,000 per patient.

Bumekissemus Trump doesn't see it like that apparently.

Is the Exec Order signed yet.

I think CC will advise reactions to the three posters at AACR in this webinar, it would be unusual not to provide some sort of feedback.

The feedback last year was provided 30.04.24 in an Investor Meet setting:

CC

"There were essentially three stakeholder groups that attended, and the conversations with each of them were quite important.

The first, the scientists and the oncologist. So these are the mainstay of the attendees at AACR.

They were quite excited about the data, asking about the next steps for AVA6000, and several oncologists who came just with ideas for warheads.

We've got this toxic drug and patient populations that we could use them for.

There was a lot of interest around FAP high versus FAP mid and that choice of warhead and how important it is.

The second stakeholder group that I'll mention were representatives from other pharma and biotech companies.

We had made some invitations to those that had been ongoing.

I can tell you, if Simon was here, he would tell you that most of the major players in this space actually stopped by to see the data.

So there were some ongoing conversations and some new conversations there.

Like I mentioned earlier, these kinds of commercial deals are really unlocked by this clinical proof of concept and the proof of mechanism data that we have here.

The third group, which were near and dear to my heart, if any of you follow me on Twitter, you know that many of my followers are in this group.

They are patient advocates. There were many patient advocates who I know who actually dropped by.

They were asking about next steps for AVA6000. One advocate was from the Metastatic BREAST Cancer Coalition, - just asking about both AVA6000 what's in the future? And then what also might we be doing? What other drugs might we be able to precision enable?

So you're hearing here some of the themes. It was a very exciting day for us for Avacta. It was really one of the first times that we were able to talk about some of these data with these I'll call them three key stakeholder groups."

+++

Let's see if we get something just as encouraging tomorrow evening.

LDA - A sub-heading of the recent quarterly report :

'Avacta Provides Business Update for the First Quarter of 2025 Outlining Progress Against Strategic Objectives'

Is the intent of a quarterly report going in the right direction for you - visibility wise - published every quarter?

I recall some here thought the quarterly reports of US companies trading on NASDAQ were of a higher standard.

But I hope it's a start.

And not to mention a market disruptive drug delivery platform.

I am hoping we succeed in delivering good 6K phase 1b results, but more than hoping we can escape the clutches of those BP we don't do a deal with, a victim of our own success.

Am I under water (like most here) oh yes..my b/e is 85p.