Member Info for Bella6532

1. Partnerdhip deal for AVA6000

2. RTO and royalty deal pretty much hand in hand...

Job done.

Move on.

'The best deal for Avacta and LTH’s is to do a royalty deal to give Avacta enough cash for the next 3 years and pay off the loan.'

Most deals are with listed companies and/or ones with a pharma deal in place.

Can't believe you're talking about RTO...I raised this yonks ago as a simple and cheap way to get a Nasdaq listing for a company with no income stream. I still think it's the way they go...

Could PreCision be used in combo with this:

'Intratumoral immunotherapy involves directly injecting immune-stimulating agents into a tumor to activate local immune responses, minimize systemic side effects, and potentially trigger a body-wide "abscopal effect" against cancer. This approach allows for higher drug concentrations at the tumor site, turning an immunosuppressive environment into an active one.'

Perhaps this is what CC was alluding to...perhaps makes sense based on her background...

Https://www.escardio.org/communities/councils/cardiology-practice/education/cardiopractice/treatment-of-cancer-associated-venous-thromboembolism/

Should be the next very big announcement and what brings in the big fund investors...at or around the same time I think we will get news re dual listing.

If you look at other like for like companies there is an established route to market etc...and the fact clinical trials are in US should be a clue as to where this is all heading.

The first big nut has to be cracked first in order to turn heads...

She added that the company had shown how preCISION "delivers a therapeutically relevant combination of payloads" specifically to the tumor microenvironment while reducing systemic dose-limiting toxicities, "broadening its utility in the delivery of novel medicines".

"The dual delivery mechanism of preCISION shows its potential to dramatically increase the therapeutic window and reduce systemic toxicities, offering improved outcomes for patients with cancer."

Now much of what is said in this RNS has already been said and discussed on here...but the bit that hasn't really been picked up on is: 'broadening its utility in the delivery of novel medicines'. Now this really does broaden the potential especially with a dual payload...chemo product plus ??? And what other medicines are FAP sensitive or novel or can be used with PreCision tech...where does this lead the Platform inhouse development on behalf of clients/partners etc. We understand Avacta wants to concentrate on cancer products but what other uses could there be which others might wish to concentrate on...

Https://www.wsj.com/tech/biotech/eli-lilly-nears-deal-for-cancer-biotech-db07be72

There will still be opportunities to meet up with new and estsblished contacts...it's all about networking...and the yanks do networking better than anyone.

Suspect most serious conversations will be about licencing. Hopefully a partnership deal for AVA6000 is well under way.

AVA6000...'Phase 1b data updated 1H ’26' will they be presenting this or is May too early? We have HNWI now who are they trying to attract and why...Fund Managers...potential Dual Listing Investors ???

'It is expected that Admission will become effective and dealings in such Ordinary Shares will commence at 8.00 a.m. on or around 7 April 2026.'

It's a great example of AI generated news/pickups...cr*p!!!

'The Board's decision to raise funds enables Avacta to continue to retain 100% ownership of our highly promising programs based on our proprietary pre|CISION®️ technology and provide us with a cash runway into early Q1 2027.'

You still keep the IP/Ownership if you do Licencing deals. They can also keep the IP if they do a Partnership or Alliance Agreement.

I think what she's saying is they have no intention of selling out...wording these days is everything...when companies put words like Selling or Take Over out there it can be taken out of context by AI Bots and go global in seconds. Always look for what's not said...

Here you go Pedro...

Https://www.thepharmaletter.com/ones-to-watch/avacta-therapeutics

Https://www.thepharmaletter.com/ones-to-watch/avacta-therapeutics

The warrant will eat into the £10m unless the company pays in shares...

Don't forget this little sucker..

'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.'

Zeus also have 4.3m odd 5 year warrant shares which they can't start to sell in whole or part until next year...

At least it confirms Bryant is still around. So my take is a potential deal is pending read out results...when they say it could be suitable for different chemo drugs that points to licencing...whereas AVA6000 should be a partnership deal to get it to market ASAP.

OK so £10m sees us through this year.

Directors investing to help build confidence and hopefully because they know what's coming....

As ever it's a waiting game...