Member Info for Bella6532

Personally I think major funding will be linked to a deal. Now whether they get a deal based on 1b data is the big question. If they have to wait for early P2 data then another fundraiser may be on the cards next year unless the likes of Heathcare Royalty step in or a Nasdaq Listing pulls in the funds needed.

All depends how quickly the HNWI(s) want their money back...

Are they 'quick in and outters' or 'hangers on' types...

Great 1b data will cause this little sucker to rise quickly...II's/HNWI's tend to sell into a rise whereas PI's buy into a rise on AIM...that's how the II's/HNWI's play AIM and make their money here...this is not the FTSE or NASDAQ where they hold for Dividends etc..

25.4m shares admitted on 3 Nov...they've been positioning themselves ready for that sudden rise.

News tomorrow or 20th is my guess.

26 November = UK Budget

27 November = US Thanksgiving

I think the UK Budget will dominate everything through to Christmas so perhaps best to get news/data our before 24 November.

We'll just have to wait and see eh???

Either coffee change going to buy shares on online free trading sites or ????!!!...

Aldebaran...it also depends on whether or not it's the only piece of news they will be releasing.

I wonder if PreCision could one day be engineered to deliver this combo:

https://www.sciencedaily.com/releases/2025/11/251110021056.htm

Https://www.reuters.com/business/healthcare-pharmaceuticals/novartis-opens-new-plant-california-make-cancer-drugs-2025-11-10/

Apologies if already posted...

Avacta has to prove in trials that PreCision is effective...not just safe. This is why they have to continue the trials. If PreCision works (we know it does) and is both safe (it appears to be so far and at much higher doses) and effective (can what we've seen so far be improved upon) with Dox as a payload then that underpins the whole platform.

Harrogate4....if you talk at present to many cancer consultants and specialists around the country, you will find that most of them have never heard of Avacta or the Precision....

And they probably haven't heard of most of the other hundreds of P1 trial products either...

05-Nov-25 17:24:59 71.50 764,135 Unknown* 546.36k O

Ib data sometime between now and 31 Dec.

440k and 240k trades gone through late but no showing on LSE.

Interesting to see terms/value of their recent Finance Deal...

https://www.hcrx.com/nanobiotix-announces-strategic-royalty-monetization-agreement-with-healthcare-royalty-for-up-to-71-million-and-extends-cash-runway-toward-long-term-growth/

'In a testimony before the Senate Health, Education, Labor, and Pensions Committee, Biotechnology Innovation Organization chief John Crowley called for “proactive, strategic action” to strengthen the FDA to secure “America’s biotech future” amid China’s rapid rise in biotech. His long list of recommendations includes reducing the time, cost and complexity of early drug development and improving the agency’s first-cycle review success rate.'

Livedataaccount...do you have a copy of you schedule you could share with us all please...AVA6103 dosing Q1 2026?

B2HS2L...3 drugs may be needed as they are not targetted and more of a fingers crossed, hit or miss delivery system.

With PreCision, 2 drugs are highly targetted with a controlled release at same time in same place with x4-5 kill rate therefore may not need 3 drugs.

Optimise might just mean more tweeking of current 2 drugs to perhaps improve manufacturing costs, test other combos to see if get same results etc....still in lab not clinic so can di all sorts of combos to see if delivery results are easily repeatable. It's the delivery system not the drugs.

Bloomberg Intelligence analysts Sam Fazeli and Max Nisenwrit expressed skepticism about a full takeover, noting that "a full takeover is unlikely, given that the company’s key non-vaccine asset (mRNA-4157) is already partnered with Merck." The analysts suggested that finding a partner for its vaccine business or emerging cancer portfolio is more likely and "would help alleviate the company’s cash burn."

The company has not officially commented on the reported discussions.

Https://www.fiercebiotech.com/biotech/gsk-abandons-hopes-cd226-cancer-therapies-dropping-remaining-phase-2-assets

DanGB...Pharmas like early stage deals as it's a very cheap way to get bring a new product to market and if all goes belly up they haven't lost too much...some farm in or farm out as time goes on or even fo a full blown buy out. It's all about options rather than finance. The also tend not to break agreements.

If a buy out deal is put to the Board they have to put it to shareholders...what's your sell price? 😉

Economist...do you understand the Platform principle? And leap frogging...

Https://www.fiercebiotech.com/biotech/gsk-pens-750m-deal-phase-1-drug-hits-sweet-spots-copd-oligonucleotides