Member Info for B2HS2L

I'd be interested to know the date the first patient was drugged, it may have been a while ago.

Strangy, The RNS comment may be an indirect invitation to enter discussions with warhead manufacturers.

- Targeted therapy that spares healthy tissues is a holy grail of oncology drug development and we believe we have a unique platform to target FAP-rich tumor tissues to DELIVER SIGNIFICANTLY BETTER OUTCOMES FOR PATIENTS AND **SUBSTANTIAL VALUE TO OUR SHAREHOLDERS**.

That's aimed at BP Licensing negotiators who failed to come up to the mark last month. Ha ha!

Thanks chaps

Energy - there was a little more good news on this:

https://www.youtube.com/watch?v=eqj0hhgmX6U&t=1239s

Christina Coghlin Slide 17 (32:34) "The first case to discuss is the young 59 yo gentleman with a soft tissue sarcoma, this is called an Undifferentiated Pleomorphic Sarcoma (UPS). Based on the evidence in the literature this subset of sarcoma is anticipated to have high FAP expression and has a limited response to standard dose Doxorubicin.

What we’ve seen in this particular patient is a deepening tumour response whereby the lesions or the tumours in the various organs in this patient have shrunk by 65% from their baseline, - we do this with CAT scans."

"Various Organs" Plural.

Bella - I think you mean provide Progression Free Survival data, or will that also wait 'another day', when PFS is even longer.

Not seen this link mentioned before on this BB, - so my apologies if posted before.

06.03.2024 https://www.trinitydelta.org/research-notes/successful-31-1m-fundraise-despite-challenging-markets/

Third Bullet Point concerns the possibility of the need for a Phase III trial, but I have not copied here for obvious reasons.

I would assume that Trinitydelta would not release share notes without the content being checked by the company that basically sanctions their activities.

The Trinity Delta View at the bottom of the page discusses Monetising Diagnostics through divestment and the timing of such.

ATBD - "....announcement on 28 February 2024, the Company has successfully placed 51,269,609 Placing Shares at the Offer Price of 50 pence per Placing Share with new and existing investors, including a number of high quality institutions and a European specialist healthcare fund."

That sounds like they are as chuffed with 'a number of high quality institutions' as much as with a 'European specialist healthcare fund'.

Would prefer to hear what AI capability our R&D staff have available to them, as far as AVA 6K and AVA 3996 is concerned.

Not likely to happen though, or perhaps they are saving this for the 'maximum impact' event.

I posted this recently, but believe it's relevant to this thread:

RNS - Proposed Fundraise to Progress Therapeutic Division Pipeline - 28.02.2024

"Significant Newsflow

The Company is anticipating the progression of its clinical development and research stage programmes to important value inflection points across 2024 and 2025, which includes key deliverables for the pre|CISION pipeline:

· AVA6000:

o Read out of two-weekly and three-weekly dose escalation study data in late Q2 2024"

If the company 'is anticipating' etc - as above, then at the time these words were written, (28.02.2024) there was nothing untoward in Q3W or any Q2W data.

+++

IMO AACR info has to include Q3W data - cohorts 5,6, & 7, else why bother attending unless you are going to poster info that is publicly available from presentations.

We were never presented with a plan to generate that kind of revenue.

That was so strange, - how might this figure be justified.

With JW in charge, the odds were long someone was going to provide an explanation.

From Question asked at AGM by Wilson in October last year -

" Wilson: There was a £100 million (organic) prediction made over five years. Does that still stand?"

JM - "I don't think that's a sound figure, that figure comes from the end of Q1 2022, I think we were still a £50 million underlying business. At that run-rate we are obviously a long way short of that right now. I think to get there without acquisitions, - it’s just not credible as a number."

+++

Thanks for attending Wilson, specifically with this question.

+++

I'll settle for "It's just not a credible number" - It never was.

Https://h1.co/blog/4-ai-predictions-for-the-life-sciences-sector-by-2025/

The application of AI in the life sciences sector has the potential to revolutionize many aspects of research, development, and patient care. By 2025, we can anticipate pretty significant shifts as AI continues to advance and integrate into various processes within the healthcare ecosystem.

Here are 4 predictions for how life sciences companies might be using AI by then.

Enhanced Clinical Trials and Real-World Data Analysis:

1 Patient Recruitment

2 Post-Market Surveillance

AI-Enhanced Diagnostics and Predictive Healthcare:

3 Image Analysis

4 Drug Repurposing

++++++++++++++++++++++++++++++++

https://h1.co/blog/six-possible-implications-of-bidens-executive-order-on-ai-for-life-sciences/

Six Possible Implications of Biden’s Executive Order on AI for Life Sciences

+++++

Perhaps more than just project Optimus to navigate in the near future then.

I am hoping these changes will not

a slow down our trials

b create extra costs for Avacta.

SB's arrival seems to be the catalyst for the following in the 28.04.2024 RNS.

If so, it's more evidence of his influence, but let's see.

"In light of progress in the clinic with the first of Avacta's pre|CISIONTM tumour targeted chemotherapy AVA6000, the Board has taken the strategic decision to focus resources on its therapeutics drug development programmes as the key value driver of the Group. The Group continues to explore all possible pathways to appropriately finance its clinical therapeutics programmes including divestment of the Diagnostics division in a manner that maximises value for shareholders."

RNS - Proposed Fundraise to Progress Therapeutic Division Pipeline - 28.02.2024

"Significant Newsflow

The Company is anticipating the progression of its clinical development and research stage programmes to important value inflection points across 2024 and 2025, which includes key deliverables for the pre|CISION pipeline:

· AVA6000:

o Read out of two-weekly and three-weekly dose escalation study data in late Q2 2024"

I interpreted this timescale as being early to mid Q3.

because:

a timescales are always stretched after AS calls them.

b 1a data should be ready if not already in public domain after AACR, but

c The start dates of Q2W are too uncertain for results to be nailed to "late Q2 2024"

+++

If the company 'is anticipating etc - as above' then at the time these words were written, there was nothing untoward in Q3W or any Q2W results.

Ans - We are exploring this (everything in the question) but these insights potentially constitute new IP which we need to protect before we can discuss them publicly. We look forward to discussing this in the future.

The question is not answered, but alludes to potential new IP.

Energy finds evidence of new IP.

Looks like your link supplies at least some of the IP Fiona refers to

That was my only point.

Thank you for sharing this link and content Energy.

One of the many q/a's supplied to Investor Meet by Avacta after the 13.12.23 presentation was:

Question 9:

This is a question for Fiona : You have mentioned a few times now that you are gaining new insights into FAP, potential active and non active forms for example. Can you elaborate on this and explain how, if at all, these findings affect the potential use of the platform? Thanks.

Fiona Answers - This is an important question.

We are exploring this but these insights potentially constitute new IP which we need to protect before we can discuss them publicly. We look forward to discussing this in the future.

Looks like your link supplies at least some of the IP Fiona refers to.

It's not unreasonable to suspect further IP to be registered.

Won't AS point to the recent appointments of Simon Bennett and Shaun Chilton and state that the business side of the company was bolstered by these appointments, and their tacit agreement was part of the decision making process that brought about the 50 p raise, (I can't see we announced a raise with these two saying 'over our dead body').

The above names don't feature here much when AS and the chairman are mentioned as requiring replacement.

Avacta RNS

13 Jun 2016

Avacta and Mologic Enter Research and Product Development Collaboration Agreement

Levicept Investors

https://www.levicept.com/investors

Medicxi

Pfizer Ventures

Advent Life Sciences

Gilde Healthcare

DTW - "... drop everything that isn't focussed on the P2 study, get it done, get it done well, and get it done as quickly as possible..."

Completely agree here.

My concern is CC's R&D team, and the FDA ODD team they are interfacing with as part of successful ODD application.

I wouldn't like to think that FDA project Optimus, ( https://www.fda.gov/about-fda/2023-oce-annual-report/ongoing-clinical-oncology-projects#Optimus ) and it's like, does not interfere greatly with AVA600 proceeding asap.