Member Info for Bella6532

30 May – 3 Jun 2026

ASCO Annual Meeting, Chicago — formal presentation of Phase 1a/1b AVA6000 data. Every major pharma BD team, oncology KOL, and institutional investor in the room simultaneously.

They have until end June...but are issuing early...what benefit?

AffyXell Therapeutics is a next-generation South Korean cell and gene therapy company. Founded on January 23, 2020, it operates as a joint venture between South Korea's Daewoong Pharmaceutical and the UK's Avacta Group. The company focuses on developing immunomodulatory therapeutics to treat inflammatory diseases, autoimmune disorders, and organ transplant rejections. You can learn more about its core mission on the official AffyXell Therapeutics Company Overview Page.Core Technology Platform (AFX)The company’s proprietary AFX platform overcomes the tissue availability and replication limitations of traditional adult tissue-derived mesenchymal stem cells (MSCs).Engineered MSCs: Uses human pluripotent stem cell-derived mesenchymal stem cells (hPSC-MSCs) as a stable base.Affimer® Integration: Incorporates Avacta’s specialized antibody-mimetic Affimer® proteins into the stem cells via genetic manipulation.In Situ Secretion: Enables the stem cells to secrete therapeutic proteins directly at the disease site to restore immune system homeostasis.Detailed research behind these engineered stem cell applications can be found in academic literature hosted on ScienceDirect.Drug PipelineAFX001: The lead therapeutic candidate engineered with anti-CD40L antagonist Affimer candidates. It aims to treat Graft-versus-Host Disease (GvHD) by directly inhibiting T-cell and B-cell overactivity.AFX002: The second pipeline program designed to stimulate and proliferate regulatory T-cells to induce patient immune tolerance.Strategic Partnerships and DevelopmentsLYTAC Tech Expansion: AffyXell recently partnered with ProAbTech to develop site-specific LYTAC protein degrader therapies, as reported by Korea Biomedical Review.Manufacturing: The firm maintains a strategic manufacturing partnership with GenScript ProBio to supply clinical materials.Corporate Financing: Financial tracking on PitchBook highlights that Avacta Group and Shinhan Venture Investment are among its prominent investors. Avacta holds an updated 22% equity stake in the venture following successful intellectual property milestone completions.

Affyxell are listed as a psrtnrring company at this June expo in San Diago.

https://convention.bio.org/partner/participating-companies?&page=2&searchgroup=7CFEA488-participating-companies

South Korea's official currency is the South Korean won (KRW).

The potential IPO valuations are given in $.

They also mention Aktis Oncology who completed an upsized initial public offering (IPO) on the Nasdaq on January 9, 2026, raising $318 million. The clinical-stage radiopharmaceutical company sold 17.65 million shares at $18 per share under the ticker symbol AKTS.

Does this answer our questions about a Dual Listing....???? Or are there more questions than answers now???

South Korea's official currency is the South Korean won (KRW).

THe potential IOP valuations are given in $.

They also site Aktis Oncology who completed an upsized initial public offering (IPO) on the Nasdaq on January 9, 2026, raising $318 million. The clinical-stage radiopharmaceutical company sold 17.65 million shares at $18 per share under the ticker symbol AKTS.

Does this answer our questions about a Dual Listing....???? Or are there more questions than answers now???

Will monies raised all have to stay in Affyxell?

Mistake or am I missing something maths wise???

1. Dilution: Avacta's 25% stake will likely be diluted by 15% to 25% when AffyXell issues new shares to public investors during the IPO.

Remember this...

'Quarterly Convertible Bond repayments and interest in respect of 20 January 2026 and 20 April 2026 payment dates will be deferred until 20 October 2027 (together, the "Deferred Repayments")

· Upon the earlier of (i) the date on which the Company publishes the data readouts of its Phase 1b trials of FAP-Dox (AVA6000) in triple negative breast cancer and (ii) 30 June 2026, the Bondholder will have the right to accelerate the satisfaction (in cash or shares) of one of both the Deferred Repayments and in addition, from 1 October 2026, at any time accelerate the satisfaction of the quarterly repayments on the Convertible Bond, subject to a maximum of one acceleration per quarter

· The conversion price of the Convertible Bond is to be set at 75.0 pence, previously set at 88.72 pence under the terms of the reset conversion price as announced on 22 April 2024. The relevant share settlement price in relation to the quarterly repayments and interest remains calculatable based on the then prevailing VWAP.

The Amendments are subject to the following conditions having been satisfied by 15 January 2026 (the "Long Stop Date"):

· Avacta completing a fundraise of, or receiving gross proceeds of at least £13,000,000 in aggregate on or prior to the Long Stop Date by way of:

o Entering into any partnership or other agreements in respect of its pharmaceutical products; and/or

o Any strategic investment into the Company; and/or;

o An equity fundraise'

'Daiichi Sankyo Company, Limited is a Tokyo-based global pharmaceutical leader, ranked as Japan's second-largest pharmaceutical company, focusing on innovative oncology, cardiovascular, and specialty medicines. Founded in 2006, the company operates in over 30 countries with 19,000+ employees and is renowned for its cancer research, including antibody-drug conjugates (ADCs).

'Enhertu® is a registered trademark of Daiichi Sankyo Company, Limited and AstraZeneca. Datroway® is a registered trademark of Daiichi Sankyo Company, Limited.'...says it all...and potentially tells us all we need to know too....

The NHS in England is rolling out rapid, under-the-skin injection forms of immunotherapy drugs (such as Keytruda/pembrolizumab and nivolumab/Opdivo) for various cancers, reducing treatment times from over an hour (IV drip) to just 3–7 minutes. These injections, often called "jabs" or "super-jabs," treat up to 15 cancer types including breast, lung, and skin cancer.

Key Aspects of the New Cancer Jabs (2025–2026):

Faster Delivery:

Takes 3–7 minutes instead of 30–60 minutes for IV infusion, allowing patients to spend less time in the hospital.

How They Work:

They are immunotherapy treatments, not traditional chemotherapy. They help the immune system identify and destroy cancer cells that have "hidden".Usage:

Used for multiple cancer types, including lung, breast, liver, renal, bladder, and skin cancers.

Convenience: Improves patient experience and frees up capacity for NHS staff.Availability:

England is the first country in Europe to offer these, with thousands of patients projected to transition to this method.Commonly Used "Jab" Drugs:Nivolumab (Opdivo): Used for 15 cancer types, offering 5-minute treatments.

Atezolizumab (Tecentriq): Takes around 7 minutes, used as an alternative to IV.

Pembrolizumab (Keytruda): Used for multiple cancers, reducing time to a couple of minutes.

Note: The term "chemo jab" often refers to these modern immunotherapies, though, in rare cases, specific traditional chemotherapy drugs may also be given via a quick direct injection into a vein (IV push), rather than a slow drip

BV..not so...stop reading UK press and fake news...

H4...Trump doesn't give a toss about Putin..but he does care about what China is up to and he's trying to kick start Western leaders into realising who and what China is financing/supporting. You want to live under Chinese rule that's fine...I don't.

Https://www.reuters.com/legal/transactional/big-pharma-ma-set-mega-year-patent-expiries-drive-deal-urgency-2026-05-01/

I didn't have to ask AI...just Googled 'AstraZenica and Avacta' and that was the top result it threw up...

How many people are now getting these AI generated answers...

If they're correct then fine..if they're not then Oh dear AI will simply be a means to perpetuate miss information which is the real scary thing about AI...bad actors can post misinformation onto the net and fool the World in a nano-second!!!!...this could ultimately be bad for businesses too...bad actors are everywhere....!!!!

I personally hate it and I can see why the Tech Giants do too...scary times guys...

As of early 2026, Avacta is positioning its proprietary pre|CISION™ platform as a superior alternative to traditional Antibody-Drug Conjugates (ADCs) like AstraZeneca/Daiichi Sankyo’s Enhertu. Avacta data indicates its FAP-activated technology (e.g., AVA6103) achieves better tumour targeting and higher drug concentration than conventional ADCs, with Phase 1 trials for AVA6103 launching in Q1 2026.Key Connections and Comparative Data (2026):Technology Comparison: Avacta’s pre|CISION technology is designed to concentrate highly potent payloads (like exatecan) in the tumour microenvironment, reducing systemic toxicity.Performance vs. AstraZeneca/Daiichi Sankyo Product: Recent analyses showed that Avacta's FAP-Exd (AVA6103) demonstrated faster tumour penetration and a "Tumour Selectivity Index" nearly three times higher than the AstraZeneca-partnered ADC, Enhertu (trastuzumab-deruxtecan), in models.Clinical Progress: Avacta is rapidly advancing its pipeline, with AVA6103 entering Phase 1 clinical trials and focusing on becoming a specialized oncology player.Strategic Hires: Avacta has strengthened its executive team with talent experienced in AstraZeneca's portfolio, including a new Chief Scientific Officer from F-star who previously supported AstraZeneca's Medimmune unit.Avacta is using AI to compare its pre|CISION payloads directly with published data from AstraZeneca/Daiichi Sankyo's Enhertu.

'Johnson & Johnson has dropped a pair of CAR-T cell therapies, axing programs it once predicted could deliver peak sales north of $5 billion.

The action affects J&J’s CD20 mono CAR-T cell therapy, JNJ-9530, and CD19/CD20-targeting bispecific CAR-T called, JNJ-4496. The Big Pharma decided to discontinue the programs based on its portfolio priorities and an assessment of “the evolving large B-cell lymphoma treatment landscape,” according to an April 30 statement.

The drug candidates were in phase 1 and 1/2 trials. J&J will continue to support patients in the trials, per the study protocols, the company added.'

All this rubbish chit chat must be coming from people on a mission..trying to hold price down is my guess...plus the crazy trading patterns over the past few days...we've seen it so many times before guys and you fall for it every time...insert huge sigh here...

YOU AIN'T GOING TO CHANGE NUFFIN'...WHAT WILL BE WILL BE...

The Science Day will be just that...a bunch of City Boys bamboozled on a 'get out of the office day' by a bunch of science. These guys are like sheep...they are all waiting for the first Pharma to commit and then they might just invest some loose change. Unfortinately, Avacta have to do these sorts of days just to look like a player in the eyes of Pharma etc etc...

4907 broken down into 46 itsy bitsy trades...now why would they be doing that???