Member Info for B2HS2L

Ice -

AGM 02.07.2025

"You’re also aware we’re in discussions with the use of pre|CISION as a platform to put through other parties’ payloads.

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."

"Zeus Capital is expected to undertake not to dispose of any Ordinary Shares issued to it pursuant to the exercise of the Warrant during the 12 month period immediately following the date on which the Warrant is issued, and then only in consultation with the Company."

What will be the result of any 'consultation' should Hughes have cause to consult.

CEO / CFO not likely to hold Hughes to the letter of this statement, his services to Avacta are too precious,

and any consultation unlikely to be RNS'd

How did I do:

I wish us all stratospheric, and nobody parabolic. 🎆🎇🧨

Source Grok -

Q Merck KGaA have trials underway for Tuvusertib (ATR inhibitor) and M9466 (PARP inhibitor). How advanced are these trials, how successful so far?

A Tuvusertib (M1774, oral ATR inhibitor) is more advanced, with completed Phase I data and multiple ongoing/recently initiated Phase II combination trials (as of early 2026). M9466 (selective PARP1 inhibitor, also known as HRS-1167, licensed from Hengrui) remains in early Phase I/Ib development, primarily in combination dose-finding studies.

Tuvusertib (ATR inhibitor)Trial advancement:

The first-in-human Phase I monotherapy trial (DDRiver Solid Tumors 301; NCT04170153) is complete (active, not recruiting). It established safety, pharmacokinetics/pharmacodynamics (PK/PD), and a recommended dose (e.g., 180 mg QD on a 2 weeks on/1 week off schedule).

It has progressed to Phase Ib/II and Phase II combination studies.

M9466 (PARP1 inhibitor)Trial advancement:

This is earlier-stage. Hengrui’s original first-in-human Phase I (pre-licensing) has reported data. Merck KGaA-initiated trials are Phase I/Ib combination dose-finding studies (no Phase II monotherapy or pivotal trials yet).

Overall context: Both assets are part of Merck KGaA’s DDR (DNA damage response) inhibitor portfolio, with a strategy emphasizing combinations (ATR + PARP or other DDR/ICI/chemo) in biomarker-selected, resistant, or hard-to-treat solid tumors. Tuvusertib has clearer proof-of-concept and is farther along; M9466 is still de-risking in early combinations. No approvals or Phase III data exist for either, and larger efficacy readouts (e.g., from DDRiver EOC 302) are expected in the coming 1–2 years. For the absolute latest status, check ClinicalTrials.gov (NCT numbers above) or Merck’s pipeline updates, as trials can evolve.

Source - Mayo Clinic - https://www.mayoclinic.org/diseases-conditions/narcissistic-personality-disorder/symptoms-causes/syc-20366662#

Symptoms of narcissistic personality disorder and how severe they are can vary.

People with the disorder can:

Have an unreasonably high sense of self-importance and require constant, excessive admiration.

Feel that they deserve privileges and special treatment.

Expect to be recognized as superior even without achievements.

Make achievements and talents seem bigger than they are.

Be preoccupied with fantasies about success, power, brilliance, beauty or the perfect mate.

Believe they are superior to others and can only spend time with or be understood by equally special people.

Be critical of and look down on people they feel are not important.

Expect special favors and expect other people to do what they want without questioning them.

Take advantage of others to get what they want.

Have an inability or unwillingness to recognize the needs and feelings of others.

Be envious of others and believe others envy them.

Behave in an arrogant way, brag a lot and come across as conceited.

Insist on having the best of everything — for instance, the best car or office.

At the same time, people with narcissistic personality disorder have trouble handling anything they view as criticism. They can:

Become impatient or angry when they don't receive special recognition or treatment.

Have major problems interacting with others and easily feel slighted.

React with rage or contempt and try to belittle other people to make themselves appear superior.

Have difficulty managing their emotions and behaviour.

Experience major problems dealing with stress and adapting to change.

Withdraw from or avoid situations in which they might fail.

Feel depressed and moody because they fall short of perfection.

Have secret feelings of insecurity, shame, humiliation and fear of being exposed as a failure.

+++

Thank goodness I don't have to work with these symptoms. - LSE have provided a filter.

Little wonder posters would prefer not to connect with Toukankahmoon or wyndrum.

wyndrum knock it off with the COLDWATER junk, it's clear you are both.

Toukankahmoon knock it off with the fantasy stuff, it makes you incredible - meant in the 'not credible' way.

You two post to provoke stuff that only a Narcisist would get a kick out of.

1 attention seeking stuff

2 making out you're victims.

3 Touk - 16.03.2026 "I continue to be right" (when previous posts prove you aren't) and

If trading makes you rich, get professional help. - It might even improve your trading.

Else many here will continue to largely ignore your posts.

FWIW - Early on there were not as many shares in issue,

but there could be a lot more shares now if AS and the diagnostics millstone were still around.

Quote from CC responding to a question at TD Cowen 46th Annual Health Care Conference 04.03.2026

Q

You mentioned that you were potentially seeking a partnership for Faridoxorubicin so maybe you could give us an update on where you are for them.

Ans

"So we're having a number of key conversations there, multiple different companies that we are chatting with. As you can imagine the announcement about the agreements that we have with the health authorities were pretty important for that, for those companies that we're talking to and looking at this asset. The next important inflection point for that one, because we haven't released the median PFS. We know what the PFS is in salivary gland cancer out there, and we haven't released the median PFS for our drug.

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*.

You can imagine that all of these dates as we continue to accumulate (DATA) are going to be important for that potential partnership."

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

FWIW -

Avacta have stated that they seek a partner for AVA6000, and will not proceed to Phase 2 without one.

Thanks Alex.

If Avacta's finances are at such a tipping point, why is Avacta Launching AVA6103 Phase 1a in four indications and two dosing schedules - imminently.

The finance question is solved, - Avacta has not shown their financial hand.

Avacta has shown by it's actions that further funds are already assured, else they would not be proceeding.

Don't let that cantankerous squeaky ol' door bust ya butt as you're leaving.

T'was like that at 04.30 today.

After your post, I now think something has gone wrong, else they would not interrupt exchange trading hours.

Bad for business!

For the Record - RNS 02.09.2024

Avacta Group plc (AIM: AVCT), a life sciences company developing innovative, targeted oncology drugs and powerful diagnostics, announces that a total of 3,600,000 options over ordinary shares of 10p each ("Ordinary Shares") were granted to Christina Coughlin, MD, PhD, Chief Executive Officer (the "Options") on 30 August 2024.

The Options were granted under the Company's Long Term Incentive Plan, Avacta Group plc Executive Share Option Scheme and are time-based, vesting in three equal tranches over three years to 1 May 2027. The exercise price of the Options is 72p, being the closing mid-market share price of the Company's ordinary shares on the 29 August 2024.

Don't let that cantankerous door bust y'butt on the way out.

They aren't one of the two options provided.

They are one of the two options porovided.

Excerpt from page 30:

If a sponsor has not requested breakthrough therapy designation, FDA may suggest that the

sponsor consider submitting a request if: (1) after reviewing available data and information, the

Agency thinks the drug development program may meet the criteria for breakthrough therapy

designation and (2) the remaining drug development program and review can benefit from the

designation. However, the Agency still needs to review the submitted request (including

preliminary clinical evidence) to determine if it meets the criteria for breakthrough therapy

designation. A suggestion by the Agency that a sponsor consider submitting a request for

breakthrough therapy designation is advisory and should not be interpreted as guaranteeing

breakthrough therapy designation once a request is submitted and reviewed.

+++

As has been said, median PFS computed first might help a lot.

Page 30 of https://www.fda.gov/files/drugs/published/Expedited-Programs-for-Serious-Conditions-Drugs-and-Biologics.pdf applies.

Touk: I have never claimed to be right about everything. - today 15:55

Touk: But I continue to be right - 16 Mar 11:38

++++

I wanted to know which statement is likely to be repeated.

Which are you hanging your hat on.

Good info LDA / BV.

'We aimed to study a) FAP-specific release of doxorubicin b) combinatorial activity of AVA6000 with DNA damage repair inhibitors, in preclinical models.'

This proves Avacta has provided AVA6000 to external labs for the purpose of independent analysis.

How many labs have access to AVA6000 , and how long before we hear validation from them?

I'd like to know the criteria implemented for others to access AVA6000 for independent verification.