Member Info for B2HS2L

Cj,

Winnie the Pooh would stick his head in a bee hive through sheer boredom.

give it a go cj, - Christopher Robin guarantee's watching Corrie won't be on your radar tonight.

IFA, - you're not alone in that circumstance.

The company won't want to make Q2W data available near term because they don't want an excellent prospect sold cheaply before it matures into a company worth a lot more.

Much more if project progress continues apace.

Full Year Results RNS 30.04.2024

"Avacta announced that it is exploring strategic options for the division in a manner which maximises shareholder value and benefit for the Group"

RNS 19.01.2024 - Appointment of Christina Coughlin:

"The outstanding safety data from the AVA6000 clinical study that we recently presented validates the pre|CISION platform's ability to deliver cancer drugs specifically to the tumour microenvironment.

This opens up tremendous opportunities to develop truly innovative cancer medicines that improve outcomes for patients and grow shareholder value."

The company has taken many months to advise AVA6103 project development.

Jive yesterday

"They have only been working on Execetan (AVA6103) for the past 10 months" etc

So they probably made a start when CC was appointed head of R&D...

Interested in your 'nonsense' rational IFA, - pray share.

From jive_turkey on X yesterday, - (our thanks jive):

https://x.com/rah00084/status/1851881451555262974?s=46

* It is the science advisory board as well as the patient advocate groups that have 'forced' the change into breast cancer. It was the lack of cardiotoxicity (truly 10% of serious harm) that convinced everyone.

* In comparison with ADC's the safety profile of AVA6K is much better. So good in fact that the FDA kept asking them to check the data, as they couldn't believe the lack of lung and blood issues.

+++

FDA 'couldn't believe the lack of lung and blood issues'.

FDA included amongst advisory board and patient advocate groups then.

Nobody important left to impress here.

BP will now be sure the value of their ADC investment in the last couple of years will have been markedly reduced.

+++

* The two weeks results were implied to be extremely good, but will be released with the rest of the phase 1 data (ie the expansion studies in Q2 2025).

ie making sure Q2W results moved back on the timeline, discouraging BP from bidding too soon IMO.

Bella, - For me it may be FDA interest in the developing PDC platform and it's possible use in other indications, that is contributing to focus shift.

My wife doesn't know she's been an AVCT shareholder for quite a while now and still has all her hair.

2-4 PM: Pipeline Science Day.

I'm sure it was organised so that American investors can tune in more easily than 10-12 AM

Reposting a previous post dated 17 Oct 2024 16:23.

This is why I had thought Paul Fry would be the next CFO:

Avacta AGM 2024 - Transcript of shareholder meeting in London 27 June 2024.

Transcript provided from a file on drop box:

https://www.dropbox.com/scl/fi/z029dn70i8tlvaspj34u5/Glaziers-Hall.m4a?rlkey=bl20tjc8qah4i1rkjmlvuyoye&e=3&dl=0

Here's what CC had to say about Paul Fry and Darlene Deptula-Hicks in the above link:

Darlene Deptula-Hicks Avacta NED - Part time.

"Darlene brings deep financial expertise.

She has been a CFO multiple times. She has an IPO work. She's done reverse merger.

She has global financial experience and has been in multiple bio techs.

Her experience on the board is going to be fantastic."

CC Has known Darlene for around six months.

Darlene's Linkedin presence announces she's an all rounder, but CC seems clear what experiences are attractive in Darlene's CV.

Paul Fry Avacta NED, - Currently Chair of Avacta's Audit Committee - Part time.

"Paul Fry: Deep financial experience.

Paul and I have known each other for quite a bit of time as we were leadership team members together at Immunocore.

He's had multiple CFO experiences, **and Paul, together with Darlene, is going to be an absolute financial powerhouse for us.**"

+++

Since June there has been further talk of a NASDAQ listing.

+++

Linkedin - Paul is not currently on the board of another company.

CC is here emphasizing the company has much work to do in both UK and USA to meet it's aims.

Paul Fry who is already a board member (and with whom CC has worked previously), IMO will be next CFO.

We have announced the Tempus link via RNS yesterday, but I have no idea what costs are involved in using Tempus data. Does anyone else?

If big pharma are requesting further data from Avacta during negotiations, and big pharma are users of Tempus data and database(s), it does not need much consideration, that Avacta need to be seen by big pharma, to be using the same access to large amounts of data used by big pharma, or risk credibility reduction.

Https://avacta.com/pipeline/ - AVA 3996 not visible.

+++

Full Year Results 30.04.2024 :

"Pipeline of pre|CISION™ chemotherapies

The next most advanced pre|CISION™ pre-clinical candidate is AVA3996, a tumour-activated proteasome inhibitor based on an analogue of Velcade.

Avacta is developing other pre|CISION™ drugs incorporating more potent toxins, the details of which have not yet been made public, but which the Company intends to disclose during 2024."

+++

A big gap back to the RNS of 17 Apr 2023 where it's mentioned.

The Turner Pope document dated 28.05.2024 states

"...multiple opportunities exist to take other cytotoxic warheads forward (including ava3996 which is already in development) along with other more potent (as yet undisclosed) examples to build out a reasonable list of candidates."

+++

The R&D spotlight 'episodes' featuring CC do not mention it.

+++

As CC became head of R&D on 19.01.2024, and CEO on 01.05.2024, As far as I can see, she has not mentioned AVA3996.

+++

The company appears to have consciously avoided mentioning this program,

so AVA3996 would appear to be an ex-parrot.

Wyndrum conspicuous by his absence today.

Genuine interest in Avacta fortunes? - No.

Busy formulating more FUD.

Ignore last.

Avacta Group Short positions - GSA Capital until Friday 06 Sept 2024 = 0.78%. - under the 'AVCT Short positions' icon above.

Https://www.fca.org.uk/markets/short-selling/notification-disclosure-net-short-positions -

under the 'AVCT Short positions' icon above.

Avacta Group Short positions - GSA Capital until Friday 06 Sept 2024 = 0.78%.

Daily updates on this chart until 06 Sept 2024.

So I've checked

https://www.fca.org.uk/markets/short-selling/notification-disclosure-net-short-positions

can't find decrease to 0.78% holding on 11.07.24

Anyone else know of a reference website where GSA holding can be checked / verified?

This is why I had thought Paul Fry would be the next CFO:

Avacta AGM 2024 - Transcript of shareholder meeting in London 27 June 2024.

Transcript provided from a file on drop box:

https://www.dropbox.com/scl/fi/z029dn70i8tlvaspj34u5/Glaziers-Hall.m4a?rlkey=bl20tjc8qah4i1rkjmlvuyoye&e=3&dl=0

Here's what CC had to say about Paul Fry and Darlene Deptula-Hicks in the above link:

Darlene Deptula-Hicks Avacta NED - Part time.

"Darlene brings deep financial expertise.

She has been a CFO multiple times. She has an IPO work. She's done reverse merger.

She has global financial experience and has been in multiple bio techs.

Her experience on the board is going to be fantastic."

CC Has known Darlene for around six months.

Darlene's Linkedin presence announces she's an all rounder, but CC seems clear what experiences are attractive in Darlene's CV.

Paul Fry Avacta NED, - Currently Chair of Avacta's Audit Committee - Part time.

"Paul Fry: Deep financial experience.

Paul and I have known each other for quite a bit of time as we were leadership team members together at Immunocore.

He's had multiple CFO experiences, **and Paul, together with Darlene, is going to be an absolute financial powerhouse for us.**"

+++

Since June there has been further talk of a NASDAQ listing.

+++

Linkedin - Paul is not currently on the board of another company.

Thanks for the update Timster (https://avacta.com/pipeline/)

1 This chart confirms AVA3996 is history, - nothing new there.

2 One of the three indications is breast cancer.

CC had this to say on return from the last AACR:

"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. And 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.

And 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, and they're asking about next steps for AVA6000.

One advocate was from the Metastatic Breast Cancer Coalition. (- possibly https://www.pabreastcancer.org/)

And 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?"

+++

The third group IMO might possibly be a source of part funding for Avacta breast cancer research, (AVA 6000 / AVA 6103)

Not just one but a number of charities providing funds.

They are asking what's next for Breast Cancer Therapeutics.

CC could state with some confidence now, that Avact research funding would be worthwhile.

Largo, - Aren't you an insomniac? 🥁

00:13 https://avacta.com/2024-rd-spotlight-live-event/

'R&D spotlight on science day' 30.10.2024, at Royal Society of Chemistry London.

CC 'We will have a number of the Avacta scientists, along with a few key guests, that will take you through some of the advances from AVA 6000, all the way deep into some of the research areas within the Avacta pipeline.

This would seem to be a techy presentation, so who might be on the guest short list for appearance.

* Professor Bill Bachovchin's group at Tufts University Medical School

* The sub-study through partnership with SOFIE, utilising baseline [18F]FAPI-74 PET scanning

Who else might make a guest appearance tech wise?

Quite right LDA, - forgot about that.