Member Info for B2HS2L

I think there could well be a hostile bid Aldebaran, whether Avacta survives that depends on the bid.

Thanks swazers. From the report

Next Steps:

• Track evolving dark pool volume and block trades.

• Validate institutional positioning through options flow analysis.

• Monitor key resistance and support levels for confirmation of trend shifts.

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1 Is it your intent to make regular updates available.

2 Is your source data from USA ATS's only, or from British / European / Asian ATS equivalent sources (ie worldwide) please.

View posting history on PHE

For the further avoidance of doubt.

Page 1

TriFusionAI © 2025 Bob Smith and John Swarbrick

Follow us on Twitter: @BobSmithMSc | @SwazersC

Page 4

TriFusionAI © 2025 Bob Smith and John Swarbrick

Follow us on Twitter: @BobSmithMSc | 👀@SwazersC👀

For the avoidance of doubt.

https://www.investopedia.com/terms/d/dark-pool.asp

"What Is a Dark Pool?

A dark pool is a privately organized financial forum or exchange for trading securities. Dark pools allow institutional investors to trade without exposure until after the trade has been executed and reported. Dark pools are a type of alternative trading system (ATS) that gives certain investors the opportunity to place large orders and make trades without publicly revealing their intentions during the search for a buyer or seller."

etc.

AVA6103

Progress needs to be on schedule because what follows is news of a developer of similar cancer targeting technology.

turn sound low FIRST -

https://www.cybrexa.com/wp-content/uploads/2018/12/Cybrexa-MOA-Video.mp4

https://www.globenewswire.com/news-release/2024/10/07/2958808/0/en/Cybrexa-Therapeutics-Announces-First-Patient-Dosed-with-First-in-Class-Peptide-Drug-Conjugate-CBX-12-in-Phase-2-Trial-in-Ovarian-Cancer.html

https://www.cybrexa.com/press-release/cybrexa-therapeutics-announces-positive-final-data-at-esmo-2024-from-phase-1-study-of-peptide-drug-conjugate-cbx-12-in-advanced-solid-tumors/

B2HS2L

Posted in: AVCT

Posts: 5,042

Price: 64.50

No Opinion

RE: Bin them 19 Sep 2024 19:29

Recall that post where I discussed not engaging with disruptors because it was like playing bash the banker with a mallet at the fair ground? A waste of posters time engaging? Im on holiday this week, but the post was removed.

So surprised I hit a nerve, - not. Ignore disruptors.

Wyn

I'll maintain my radio silence responding to your posts.

FUD generation is your ultimate aim, it's clearest when this many questions are asked.

Responding your FUD is a waste of posters precious time IMO.

Two examples of imbalance in posts / responses.

B2HS2L

Posted in: AVCT

Posts: 5,128

Price: 49.50

No Opinion

RE: Question15 Jan 2025 18:50

26 question marks in todays posts .

B2HS2L

Posted in: AVCT

Posts: 5,042

Price: 68.50

No Opinion

RE: Its been a while 11 Sep 2024 12:28

15 question marks in this post. Don't engage - you know what comes next.

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Always look for an excessive number of question marks. They highlite a FUD generating post.

I see no balance in the posts or responses to posts from these two ⚓'s.

V-S

Toukankahmoon......You are very clearly stupid.

It works for me.

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 - 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: "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"

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Investor Meet Transcript 30.04.2024

Presentation (found here https://www.investormeetcompany.com/meetings/final-results-83) given by CC.

"This is essentially a small molecule manufacturing campaign. We now know how to manufacture at GMP level for the peptide drug conjugates and have managed the cost of manufacturing.

So small molecule costs much lower than what we would see with conjugate drugs, such as the Affimer drug conjugate or the antibody drug conjugate.

Here, though, even the Affimer drug conjugates are going to have some advantages.

They are very thermally stable. We manufacture them in low molecular weight Affimer molecule.

It's much simpler manufacturing using different species and a much simpler conjugation step.

And that allows us both shorter timelines and lower costs compared to the traditional complex conjugation methods that are needed for the traditional antibody drug conjugates."

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If phase 1b results are good, (and we are using Tempus data to help to select suitable patients for phase 1b trials, - we weren't for P1a), I believe these points taken together will be the reason we can expect BP bids post phase 1b.

I won't believe BP aren't interested in the precision platform or AVA6000. BP are playing it cool so far. They are waiting for us to spend our cash but deliver with P1b results.

Why continue with ADC manufacture when PDC manufacture is much much cheaper, easier and less complex.

We must obtain good P1b results.

H4 - 17:46

RNS 30.10.2024

"The Company confirms that the process to divest the revenue-generating diagnostics division is ongoing and it continues to actively explore opportunities for a potential dual listing on NASDAQ.

No additional financial information will be disclosed."

Surprised they got round to putting it in print.

"DX division is valued between £9-15m." - You've just plucked those numbers from thin air.

The same as any other Dx valuation, - it's worth what they can get when they've decided the time is right to sell.

It's closer to profitability every quarter, so offer expectations may be updated regularly.

If there in a reserve price, it's not public knowledge.

If Simon has KRA's (key result areas) on his appraisal, I'd like to think the only thing he's not achieved is timescales.

We don't know how many deals his safe contains that just need date and CC's signature when CC/SB/SC/BH/Darlene are satisfied the timing is right.

There's a lot of subjects to juggle even without attempting a NASDAQ listing to boot.

To maximise success, timing is paramount, and the above five are the jugglers.

From RNS 05.09.22 - AVA6000 receives Orphan Drug Designation from FDA.

"The American Cancer Society estimates that, in 2022 approximately 13,190 new soft tissue sarcomas will be diagnosed"

Source - https://www.cancer.org/cancer/types/salivary-gland-cancer/about/what-is-key-statistics.html

How common are salivary gland cancers?

Salivary gland cancers are not very common, making up 6% to 8% of all head and neck cancers in the United States. There are about 2,000 to 2,500 cases in the US each year. They occur at a rate of about 3 cases per 100,000 people per year in the Western world.

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The FDA can grant Orphan Drug Designation (ODD) for more than one indication for a drug, provided each indication is for a rare disease or condition affecting fewer than 200,000 people in the U.S.

Thus Avacta could apply for ODD status forAVA6000 in SGC, they won't get rich on that market though.

However, in the phase two we select one indication, and it's unclear which that will be.

If Soft Tissue Sarcoma is not selected, and Salivary is, then we will be proceed with phase 2 without ODD advantages for Salivary Gland Cancer.

Let's hope accelerated approval for AVA6000 arrives soonest, IMO after phase 1b results.

'I would stop eulagising CC, and be a lot more critiacal on timelines and coms.'

1 Before becoming CEO she launched the R&D Spotlight events to explain product development and announce in depth trial results outside RNS's. She deserves credit for such a valuable communications avenue.

She doesn't need to bother with social media as many others do as a result.

2 There are no reasons to be critical of stated timelines since AS left office, and as for Dx, no one has mentioned a time scale for selling it.

Bella

Drop shipping process from amazon website, (so Launch may be similar if drop shipping):

*Seller signs agreement with dropshipper.

*Customer orders online.

*Seller receives order.

*Customer receives an order confirmation

*Seller forwards the order to dropshipper.

*Dropshipper ships the order.

*Customer receives their product.

The info on the following Launch website page is consistent with drop shipping capability IMO. 😅

https://www.launchdiagnostics.com/about-us/

Or is drop shipping the intent Bella?

Old enough to remember DD cj, - "a Double Diamond works wonders so drink some today".

Camera started in vehement opposition to the mass marketing of such chemical gas.

They wouldn't get away with selling that now, (they nearly didn't then), so it must have improved a hundred fold.

I don't think it survived the four day week and power cuts, - at least I hope it didn't.