Member Info for Bella6532

CJ...try moving on to 1993 which is where I think we are...

Think ARM

https://newsroom.arm.com/blog/arm-official-history

AVA6103 = Partnership ??? CC said this is the one they want to keep didn't she...so is that going to be a financial partnership rather than commercial???

Overcoming side effects...little or none.

And now overcoming potential drug resistance...wow!!!

Who would have thought it eh!!!

Finally I got someone to come up with case studies and numbers.

BV I know you can't compare rebuilding Gaza with future drug valuations etc...right now we have 1 product in Stage 1 and a few £m in the bank. Yes we'd all like to dream the big numbers but we are not anywhere near yet IMO. Many of the big deals are with companies who have a strong portfolio/pipelines and we don't know what else they have undisclosed on the backroom shelf being worked on. Right now Avactas priority is finance...£13m +

Do you a actually know what £40B looks like?..for context, apparently it will cost about £70 -£80B to rebuild Gaza....I think some of you are over egging it a bit.

Do you a actually know what £40B looks like...for context, apparently it will cost about £70 -£80B to rebuild Gaza....I think some of you are over egging it a bit.

Not sure how it works exactly but if we are going to see something extraordinary like a deal (or two) with upfront payments and future royalties plus investment from a specialty US/UK fund (heathcare royalty) to cover the £13m and extra to support AVA6000 plus a potential dual listing are we and have we been seeing loading up by such a fund to on sell to their investors as they know the aforementioned news will send the share skyward coupled with excellent pipeline news and trial data updates...

Or....are the investors who came in during the last couple of fundraisers simply doing a churn..

Guess is all we can do but as sure as eggs is peanuts we will get some answers over the next 3 months...end Oct/Nov being a rather critical time IMHO...

Or someone filling a large order at 70...

10-Oct-25 15:22:46 70.00 325,000 Buy* 227.50k O

10-Oct-25 15:22:19 70.00 285,714 Buy* 200.00k O

From the Avacta website...

POINT Biopharma Inc

'Avacta has entered into a license agreement with POINT Biopharma Inc., (taken over by Eli Lilly in late 2023) a clinical-stage pharmaceutical company focused on the development and commercialisation of radioligand therapies for the treatment of cancer, to provide access to Avacta’s pre|CISION® technology for the development of tumor-activated radiopharmaceuticals.'

Can we assume the agreement is still alive and kicking?....

I think we've just been given the answer to the funding for next year which is going to be unlocked by a licence deal or collaborations.

Mmm!....note they mention £30m and debt funding....

‘For the purposes of our model, we continue to include £30m of cash inflows in FY26e (as illustrative short-term debt) which could come from a variety of sources, such as potential licensing deals or collaborations, and debt and/or equity funding which could include the potential for dual listing on AIM and NASDAQ.’

and what a coincidence....

'Healthcare Royalty debt financing involves investors providing debt to healthcare companies in exchange for a percentage of future revenue or royalties on a specific product, rather than a fixed principal payment. This structure offers companies non-dilutive capital and the potential for higher, albeit variable, returns for investors compared to traditional loans. This type of financing is common in the life sciences sector and can fund product launches, R&D, or balance sheet re-capitalizations, allowing companies to maintain control and avoid equity dilution. '

Oops! one para duplicated...sorry

Key points and note AVA7100 gets a mention an dual AIM/NASDAQ listing mentioned twice.

‘Later in October, a pipeline update should provide more insight into pre|CISION chemistry and its applicability in modulating key properties of pre|CISION-enabled molecules (eg alternative capping groups to tune PK; additional linkers effecting sustained payload release; and specific tumour targeting with Affimer molecules).’

‘ Last reported cash of £12.6m (end-June 2025) continues to extend into Q126, with funding options including licensing or other business development deals, or potential dual listing on AIM and NASDAQ.’

‘Last reported cash of £12.6m (end-June 2025) continues to extend into Q126, with funding options including licensing or other business development deals, or potential dual listing on AIM and NASDAQ.’

‘ ….detailed data by year-end from salivary gland cancer (SGC) patients enrolled in the Phase Ia dose escalation and Phase Ib dose expansion cohorts.

SGC data could catalyse a licensing deal for faridoxorubicin, potentially funding the Phase II trials in SGC and TNBC planned for 2026. ‘

‘Management also expects to nominate the first FAP-targeted Affimer pre|CISION product candidate (AVA7100) during H225.’

‘For the purposes of our model, we continue to include £30m of cash inflows in FY26e (as illustrative short-term debt) which could come from a variety of sources, such as potential licensing deals or collaborations, and debt and/or equity funding which could include the potential for dual listing on AIM and NASDAQ.’

‘Our Avacta valuation is £457m, or 111p/share.’

Yeah right...more 10's and single figure trades.

Now a bunch of 500's...right after a couple of large trades go through.

Someone is trying to keep the lid on the SP...

It's all about those pesky algorithms...

Just my opinion of course...

Https://www.gov.uk/government/news/uk-clinical-trial-approval-times-twice-as-fast-with-ai-and-reforms

Cj62...agree..there are rules...and yes whether they are kept is a different matter...I was just pointing out the latter in the case of TR1s is very much in the hands of the buyer not the issuer.

No worries LDA...

Timster..surely the reason for posting on a BB is to share ideas and hopefully fathom out what is going on behind the scences to get a head start over the general marketplace. Why else are you here?

Timster so why do others keep banging on about what they think is happening behind the scenes too...it's not just me...

Cj62...it is up to the buyer to notify the issuer...there are many cases on AIM where this has not always happened. There are also many cases where the first notification has been at a much higher percentage than the initial 3% which seems to imply notification is done when the order is complete. I think there are different timing/deadline rules for overseas buyers too.