Member Info for Bella6532

Don't fall for it...glass half full...glass half empty syndrome.

With every sell there's a buy and visa versa.

Look what happened yesterday...delayed trades at the end of the day.

If you think the company has got someting worth investing in fine...if you don't well move on.

This is AIM...It's not a main market...it's for those who wish to invest in early stage companies and with early stage you get all sorts of SP movement.

I personally don't care abou the SP right now...what I do care about is whether or not there's a real chance of Avacta securing an Investment Partner with real specialist market clout who is prepared to cough up £m's to take AVA6000 through it's trials and get the Pipeline moving. This is what will add real value. Such an Investor will come in with an end game plan...to sell on at a huge profit or to Farm In/Take Over.

CC is housekeeping...tidying up...getting rid of waste and unnessecary expenditure...etc...just what a good CEO should be doing to make Avacta and it's products a great single play investment potential.

B2HS2L...have to agree with you. Slides 9 and 10 are very interesting and quite obviously directd to certain elements of the marketplace...Pharma/Specialised Investors. It's too scientific for the bog standard investor/generalist. Slide 9 really tells us something new with great new coloured images.

This presentation has been carefully worded and does give me the feeling she is being very careful with what she says. As I said before..tight lipped comes to mind.

Who will really benefit from Divesting DX and Listing on Nasdaq? They are two very big moves and would actually put Avacta in a very precarious position as a stand alone TX R&D company. with a very limited income stream. OK debts should be nil with the DX sold...but they haven't actually said they would clear the Loan with the proceeds have they?

Now don't all scream and shout at me but this would set them up as a pure play for the likes of a Specialist Investment company like Medicxi...or similar. Note CC used the word 'accelerating, To do this they will need help and I don't just mean financial.

As you say...it's what hasn't been said which speaks volumes...

Sorry..a bit late to the party this morning...

Having read the RNS...a couple of words came to mind...tight lipped.

OK so they are now voicing DX being divested and Dual Listing on Nasdaq but everything to do with TX is rather bland and just a re-work of what has been said before. It's almost as if they are in a 'don't say too much right now' mode. Hopefully this is more to do with potential discussions/negotiations going on in the background. It just doesn't have the umph I was expecting. Having said that, it's H1 but I would have expected more of a forward looking statement and perhaps more on the Pipeline.

Hey Ho...it's OK but not earth shattering.

Haha...it didn't copy well did it...

Have a good weekend all...early start Monday.

'Companies in many industries regularly enter into alliance agreements in order

to enhance their business development activities and pursue mutual benefits and/or

complementary interests. Such alliance agreements may help to mitigate scientific and

business risks associated with the assets and opportunities underlying these activities,

and allow the co-parties to take advantage of their respective capabilities and strengths.

Alliance agreements in the pharmaceutical industry are particularly pervasive. Based

on publicly available information, pharmaceutical companies entered into more than

3,000 alliance agreements involving assets in development (discovery stage through

Phase III clinical trial) between 2011 and 2019.

More than half of these agreements involved early stage assets (i.e., discovery

or preclinical). Senior management representing the co-parties in such alliances

recognize that only a small percentage of the products associated with these early-stage

development alliance agreements will receive regulatory approval and ultimately be

commercialized.

Yet, despite the low probability of regulatory clearance and successful

commercialization, as well as the significant costs incurred to discover, develop and

bring a new drug to market, the potential upside can be substantial, as witnessed by the

number of blockbuster drugs commercialized over the past decade.'

Watching2...'Fully funded till the end of 2025. With milestone payments along the way'

BTW...auditors can't take into account the likes of milestone payments when doing their Going Concern calculations.

Used car salesman comes to mind...

Don't have a good feeling about him...

Maybe worth sending a copy of the DB Report to Avactas Communications Director...let him stir it up a bit...what elese is he doing...never see his name on much...

These notes are rarely accurate when it comes to the Price Forecasts. The notes are put out based on someone trying to justify their position.

If anyone thinks Brokers/Banks etc (other than those who are nominated) have an inside track or know much about the companies and their products they are reporting on then think again.

It all depends on who is putting out the note.

Nowadays I would guess many notes are now written using Chat bot thingies...go ahead try writing your own note using a Chat bot thingy...do it several times and see what prices you get...I bet they vary widely.

Peel Hunt LLP is Avactas Nominated Adviser and sole broker and they will have access to the likes of CC or our Communications Director and their notes will be more factual. They rest just put their own spin on information they get from RNS's etc and that spin might be angled to suit their game plan...

Shorting is legal...get over it...it happens...even the biggest and best companies can and are shorted.

The bottom line is, Avacta is seen as a relatively small R&D company with one TX product in early stage trials, a DX division which is still loss making and a rather large debt hanging over the company. OK you might think I'm knocking Avacta...I'm not, I have simply chosen to invest very early doors in their life cycle with fingers and toes crossed their lead product and new pipeline come good and the company as a whole benefits from an amazing income stream leading to a huge revaluation by the markets/SP growth so that one day my shares will be in profit.

That's it...don't get bogged down with the noise and get out if you aren't prepared to hang around through thick and thin times...

Apologies if already pisted....

'Trinity Delta view: Data presented at ESMO 2024 pr0ovide further proof of concept, confirming that AVA6000 works as designed at both Q3W and more frequent Q2W dosing, with selective targeted release of the drug warhead (doxorubicin) in the TME, resulting in lower toxicities than standard doxorubicin and preliminary efficacy in cancers that over-express FAP and are doxorubicin sensitive. These data should guide dose and indication selection for the planned expansion cohorts in H224. Excitingly, PK data insights point to the broader potential and applicability of the pre|CISION platform in treating solid tumours with lower FAP expression (or stroma-only expression of FAP). We look forward to additional disclosures about the therapeutics pipeline and how Avacta intends to deploy the pre|CISION platform in creating novel TME targeting therapies. Ahead of H124 interims on September 30, and a pipeline review/science day in Q424, we reiterate our Avacta valuation of £675m, equivalent to 188p/share.'

If you catch tumours in eatly stage before they go rogue a 30% reduction can move thdm into an operable stage. As was the case with my husband.

Sorry chaps my blooming computer is playing up....

From previous poster :

'Case Study:

60-year-old male patient with a right-side popliteal mass biopsy diagnosed with a grade 3 undifferentiated pleomorphic sarcoma (UPS). Prior cancer therapy preoperative radiotherapy (May-Jul 2021) followed by surgery (Sept 2021, viable tumour cells in

From previous poster :

'Case Study:

60-year-old male patient with a right-side popliteal mass biopsy diagnosed with a grade 3 undifferentiated pleomorphic sarcoma (UPS). Prior cancer therapy preoperative radiotherapy (May-Jul 2021) followed by surgery (Sept 2021, viable tumour cells in

From previous poster :

'Case Study:

60-year-old male patient with a right-side popliteal mass biopsy diagnosed with a grade 3 undifferentiated pleomorphic sarcoma (UPS). Prior cancer therapy preoperative radiotherapy (May-Jul 2021) followed by surgery (Sept 2021, viable tumour cells in

Data cutoff 19 August 2024 for the bar charts..

Gje306...agree, but he was an end of lifer at the start of the trial and although his tumours has been reduced we don't know how the rest of his body has been effected by predious treatments etc. The other possible reason is they might not have had a scan update ready for todays RNS. Who knows...

Perhaps it's a question for CC on 30 Sept.

If AVA6000 is a way of administering Dox in much higher doses than on it's own with limited or even no side effects then that on it's own is a good enough reason for many to want it in their box of tricks.

Efficacy is a completely different thing and should be seen as such. These safety trials are just that and are on very poorly patients who in most cases have also received previous treatments which may have lead to some Dox resistance and has been stated not all the patients has high FAP tumours. Some efficacy however has been observed which is again good but not the reason for the trials.

AVA6000 is the start of the road and should not be seen as the cure all for cancer...it's not.

The company now has to take all the data and work out it's dosing for the next trial. Science is one step at a time and a learning curve based on observations.

If you're not happy with your investment then move on. The SP is what it is because Avacta is where it is right now...very early stage R&D.

Grow up guys and get a real set of ..lls because AIM investing is a big boys game and right now you really do sound like a bunch of kids.

'AVA6000 is safe and well-tolerated in both study arms: every three weeks (Q3W) and every two weeks (Q2W) dosing, with an early lack of serious cardiac safety signal and preliminary evidence of efficacy

Multiple ongoing and durable RECIST responses observed in patients with FAPhigh and doxorubicin sensitive diseases including in patients with stroma-only expression of FAP

pre|CISION-enabled doxorubicin (AVA6000) results in multiple fundamental changes in the pharmacokinetics of released doxorubicin in plasma and tumor versus conventional doxorubicin'

3W and 2W phase 1a trials were SAFETY trials in ehivh some efficacy has been observed in very very poorly patients.

Now let's move on to the next phase...

Timster...'BP partners would be better but depending on their size why would they bother with a license for pre|CISION when they could just buy it.'...

Many Pharmas are very cautious...the could offer a partnership for one product with option on others or the whole. An AA might be a better deal for Avacta longer term.