Member Info for B2HS2L

Don't you think it's COLDWATER's turn to post...wyn.

Sheppy is the thread author. 6 Apr 2026 15:08 👀

WAKEUPYOUDOZYB*ST*RD!!!

At least one thread was removed yesterday evening.

That was his intention all along.

So many, many questions urgently needed an answer yesterday.

None got answered to wyn's satisfaction.

Yet there is not a peep today, - no urgent need for responses.

A sure sign of an agenda.

'I understand you don't know but what is your best theory to explain'...

I'm not in the habit of posting 'makingitupasIgoalong' posts.

You've done that on 03.04.26:

'it is approaching any day/week now, crunch time, when at last it will be revealed if AVCt really have got hold of something. Clearly AVA6k, unfortunately, hadn't, so on the back of a disappointing trial this new one carries the load and the market wants to see the results first, being clearly not impressed to date.'

Few bother to respond to your posts, because they 100% disagree, and don't want to be party to 'stupid theory' territory.

AVA6000 is progressing fine as far as we know.

Wyndrum 03.04.2026

'....because there is no poster now reminding others that it is approaching any day/week now, crunch time, when at last it will be revealed if AVCt really have got hold of something.

Clearly AVA6k, unfortunately, hadn't, so on the back of a disappointing trial this new one carries the load and the market wants to see the results first, being clearly not impressed to date.'

+++

Well clearly AVA6k has got something, - as highlighted in HarChris' last post:

'This should remind everyone that 6000s results so far really are exceptional, pre|CISION works and the shift to SGC is only because that Legubicin study caught management off-guard with an exceptional result. There's every reason to believe 6103 is going to deliver too.'

Well said HC, that's rubbished wyndrum's assertion concerning AVA6000 performance, (SGC - no PFS announced yet)

'Be careful you don't over commit'

WTF do you think you are?

'It might be that the deal with those HNWIs was they unload at least some so retail investors can also get a chance at a discount.'

I'm not familiar with that mode of operation, but there might be other past examples.

I hope 50p and 63p will be reliable support levels in future, - not that I'm looking for levels of support from now on, because:

Business-News-Today.com article 24.02.2026

https://business-news-today.com/avacta-group-aim-avct-claims-precision-payload-delivery-shows-structural-advantages-over-adcs-as-ava6103-nears-clinic/

What the animal efficacy signals imply about low antigen and low FAP expression tumors

Beyond pharmacokinetics, Avacta Group plc highlights efficacy data suggesting that AVA6103 retains activity even in tumor models with low FAP expression, while trastuzumab deruxtecan demonstrates variable performance at low HER2 expression levels.

This point deserves attention because antigen heterogeneity has become a major challenge for ADC expansion beyond narrowly defined biomarker-positive populations. If preCISION activation relies on stromal protease activity rather than tumor cell surface antigen density, it may enable a broader therapeutic footprint across solid tumors that have historically been difficult to target with ADCs.

The reported deep and durable responses after only three doses in animal models further reinforce the possibility that delivery efficiency rather than dosing intensity is driving antitumor activity. However, this durability claim remains preclinical and will require cautious interpretation until human data emerges.

The Avacta PDC case being put in this way, should convince many a BP R&D department that ADC development is no longer the obvious way forward.

Their management, noting all IP available, should be looking to acquire dependent on future 6103 updates.

After all PDC development costs are 10% of ADC development costs, and less of a challenge to get right.

Happy Easter everybody, - go easy on the chocolate..

Aldebaran

They have to start on lowest doses in each indication (*4), else they risk overdose.

dose escalation boundaries are ? E.g. 0/1 or 0/2 or 0/3 etc - they are data base cut points

https://event.summitcast.com/view/9z5g2VrV6e6rbCqQgDRoHA/LwUt6pCTp7n3eomJgfvTSA

partial transcription

CC "(slide 6) Because the expression of FAP in solid tumors is so wide, this does represent a very nice large market opportunity for the precision platform.

...Take you through how we generated this figure.

We stained using immunohistochemistry (ihc) about a thousand tumors to develop than an RNA cut point for zero one plus two plus three plus, and then we apply these to a very large RNA database of about 160,000 solid tumors, and applied those cut points looking at the strong expression in Teal, - two plus three plus, - the weaker expression is one plus, and then negative expression in Gray.

What we find is that 90% of solid tumors do express FAP. The reason that these cut points are so critical, is that we found in our first clinical trial that we get very effective cleavage even down to that one plus level, using the platform."

Very wise Bella.

Licensing possibly - not yet though, tech is still proving itself, and 6000 needs to be

a partnered

b progressing on phase 2.

As previously discussed by CC and BH - it'll be worth more as pipeline progresses.

The trial will use the Bayesian Optimal Interval (BOIN) design, a modern statistical method for oncology Phase 1 trials. BOIN combines the simplicity of the traditional 3+3 enrollment method, where small groups of patients are treated at increasing doses, with efficient dose exploration and flexible enrollment into cohorts to optimize data collection over the course of the trial. This approach has been shown to enable the trial to handle complex findings and rapidly identify the optimal dose range.

+++

Should easily take us to AVA6103 'initial human readout'.

- It was all management needed, that's the milestone everyone is waiting for.

MKA

Mkango Resources Ltd (AIM/TSX-V: MKA) (the "Company" or "Mkango") is pleased to announce the successful completion of the Fundraise announced yesterday. The Fundraise generated strong demand, was significantly oversubscribed and as a result was upsized from gross proceeds of £10 million. On settlement, the Fundraise will raise gross proceeds of approximately £12.5 million

Avacta

further to the Company's announcement on 26 March 2026 (the "Launch Announcement"), the Company has conditionally raised gross proceeds of £10 million through the Placing of 15,000,000 new Ordinary Shares (the "Placing Shares") and Subscription for 873,016 new Ordinary Shares (the "Subscription Shares") by certain Directors of the Company, in each case, both at a price of 63 pence per Ordinary Share (the "Issue Price").

Together, the Placing Shares and the Subscription Shares in aggregate represent approximately 3.60 per cent. of the existing issued ordinary share capital of the Company

++++

Avacta DID NOT take the opportunity to issue more shares when an oversubscription opportunity presented itself.

++++

26.03.2026

Despite significant interest in AVA6103, the Company's strategy remains to retain all rights to AVA6103 at least until the Company has sight of the initial results from the Phase 1a trial.

CC: "The Board's decision to raise funds enables Avacta to continue to retain 100% ownership of our highly promising programs based on our proprietary pre|CISION®️ technology and provide us with a cash runway into early Q1 2027.

We believe this decision to overwhelmingly be in the long-term interest of shareholders, such is the potential for our proprietary technology.

++++

Timing of AVA6103 'initial human readout' is key.

All interested parties will be aware (and timing their finance availability for) this deadline that is clear to all parties.

FWIW

B2HS2L

Posts: 6,142

Price: 73.00

No Opinion

RE: Unusual16 Mar 2026 18:52

The day the first 6103 patient is dosed is the day the platform hosts two programs - and preCISION becomes worth much more.

It will have become a true platform, (with 6207 dialled in for good measure).

GLALTH

There's a troll - trapped under a bridge with his pants down. Only went in to retrieve his spitfire, and thought he had until May to find it!

Https://clinicaltrials.gov/study/NCT07454642?tab=study

Eligibility Criteria -

For subjects in Phase 1a or 1b, on treatment tumor biopsy is optional.

+++

Can't believe first patient dosed has not volunteered to undertake biopsy's.

Https://business-news-today.com/avacta-group-aim-avct-closes-oversubscribed-10m-placing-at-9-35-discount-as-ava6103-enters-clinical-dosing/

Brackets content is my addition, but in the last para we read -

AVA6103 carries exatecan, the same payload class as the DXd platform used in Daiichi Sankyo and AstraZeneca’s blockbuster antibody drug conjugates [Enhertu, the payload of which is deruxtecan], positioning Avacta in direct conversation with validated oncology partnering activity.

++++

Exatecan is around 4 to 5 times more powerful than deruxtecan.

The scale of this toxicity difference seems to get overlooked in some articles that discuss the subject.

£10m+ raised today.

Should easily take us to AVA6103 'initial human readout'.

- It was all they needed, that's the milestone everyone is waiting for.

No more raises IMO.

CC: "We expect - we haven't cut the data yet, - we expect to be able to announce that as we move towards the latter parts of the first half of this year at a medical conference*.

* possibly ASCO (American Society of Clinical Oncology) Annual Meeting starting on May 29, 2026, - Chicago

Juct My 2c

02.07.2025 "There’s an incredible amount of interest in AVA6103, or FAP-EXd as we now call it, although the company’s strategy at this point is to protect this asset until we have sight of the initial human data, such is its value."

20.01.2026 CC: "Our sustained release mechanism piloted in the FAP-Exd (AVA6103) program is anticipated to begin clinical testing this quarter, a significant milestone achievement, just 24 months after the beginning of the program.

This program continues to garner significant interest from global pharmaceutical companies; however, the Company's strategy remains to retain 100% of AVA6103 until we begin to see readouts from the Phase 1a clinical trial.

Importantly, the trial has been designed to rapidly deliver clinical data in this program."

Business News Today.COM article 24.02.2026

Importantly, management has stated an intention to retain full ownership of AVA6103 through early clinical readouts rather than partnering prematurely.

This suggests confidence that early human data could materially re-rate the asset and strengthen negotiating leverage.

26.03.2026

Despite significant interest in AVA6103, the Company's strategy remains to retain all rights to AVA6103 at least until the Company has sight of the initial results from the Phase 1a trial.

CC: "The Board's decision to raise funds enables Avacta to continue to retain 100% ownership of our highly promising programs based on our proprietary pre|CISION®️ technology and provide us with a cash runway into early Q1 2027.

We believe this decision to overwhelmingly be in the long-term interest of shareholders, such is the potential for our proprietary technology.

++++

Timing of 'initial human readout' is key.

All interested parties will be aware (and timing their finance availability for) this deadline that is clear to all parties.

Icecool - close to their chest:

Investormeet presentation & Q/A session 17.12.2025

https://www.investormeetcompany.com/meetings/phase-1b-faridoxorubicin-ava6000-salivary-gland-cancer-data-release

Q 10 Is the team pleased with the dose selected for phase 1b? One question is whether you'd have gone higher or lower with the benefit of hindsight.

Same question for TNBC given this was dose selected having dosed TNBC in P1a.

Q 10 Interpreted. Changes from above Q10 are between square brackets:

Is the team pleased with the dose selected for phase 1b? One question is whether you'd have gone higher or lower with the benefit of hindsight.

Same question for TNBC given this was [the] dose selected, having [NOT] dosed TNBC in P1a.

A10 ...."The TNBC cohort, the triple negative cohort, is a bit of a challenge. One of the big differences here is that most of the patients are going to have been pre-treated with an anthracycline such as doxorubicin. This is the first time that we will study Faridoxorubicin in a patient population that has already received a decent amount of doxorubicin.

In their therapy, - we call it adjuvant, - it is given after they had their first surgery, and this complicates assessments.

The patients are already going to be familiar with the potential toxicity profile here.

So, we are continuing to watch this cohort and we are working with our investigators here to determine the appropriate dose in each of these disease settings."