Member Info for Bella6532

That was from Trinity note last year...

https://www.trinitydelta.org/research-notes/beneath-the-tip-of-the-precision-iceberg/

Product-based partnerships: partnering or out-licensing deals with large pharma/biotech companies that have clinical and/or commercial expertise in certain therapeutic areas, or geographies, could help accelerate development of either existing or new product candidates. We note that Avacta is actively seeking a deal for AVA6000, ahead of starting Phase II development in H126; and

Technology-based collaborations: to date, such alliances for either the pre|CISION and Affimer platforms have typically been outside Avacta’s core area of focus, with current collaborations covering the application of pre|CISION technology in FAP-activated radiopharmaceuticals (POINT Biopharma/Eli Lilly) and the development of Affimer-based therapeutics (through the AffyXell joint venture with Daewoong Pharmaceuticals, and a separate multi-product deal with LG Chem Life Sciences).

ICE...'I don’t buy the danger zone take.'

Neither do I...If you read what I said I believe the have a Partnership deal lined up...hence Richard Hughes comment. Now if I'm wrong...and I don't think I am...they will need finance which Would most lkkely need to be raised in Q1.

Why go with a new advisor who has no connection with US when trials are going to be UK and US based..a clear sign it's now hands of US..a Partner will be taking over that side of things...

Totally agree Ice...now they need funding...setting up trials is not cheap...Q1 is critical...Going into Q2 without further funding in Q1 really puts them in a dangerous position T/O wise...unless they already have a firm commitment from a partner in the background. The latter is my guess...they are working on a Partnership deal which will be signed off in Q1.

If top Scientists are saying this is what we should be using I'm sure the same conversations have been muted to Pharma..it's a big industry but a small network and they talk shop all the time...one Conference after another...

Https://www.vjoncology.com/speaker/alexander-spira/

I am thrilled to work with Avacta on this exciting new drug. The ability to concentrate a potent topoisomerase I inhibitor directly in the tumor while protecting normal tissues from harmful effects is the next stage of how we should be treating cancer. We are looking forward to participating in this second pre|CISION® Phase 1 trial and helping the Company to drive this pioneering technology forward."

Note wording....'how we should be treating cancer.'

Pretty clear he's a fan....

I guess Zeus brought SHL to the table...see Enwell Energy, Jersey OIl & Gas, Metal Tiger....both rep these companies.

Knotagain...the markets only see the money side...cash runway into Q3 just doesn't look good right now.

Why didn't they opt for a bigger fundraise last time round if it was over subscribed????

B2...they want a Partner for AVA6000 and the rest of the pipeline will be Licence deals. They've proved PreCision works...that's all they needed to do with AVA6000. It's not about the payload, it's about Precision. Avacta is a small R&D company...they want to develop new pipeline products...secure the IP etc...they want to create value through product development and licencing. The big bucks only come into play when a Big Pharma looks at the R&D/pipeline work to date and sees long term big bucks for themselves and means full blown T/O not buying or Licencing the odd product.

D-Geeman...'they have a partner' is very important SP changing news that they'd have to release, which they haven't done' They only have to announce once the deal is signed.

'program continued to enroll patients in the phase 1b expansion cohorts, to assess the efficacy of faridoxorubicin in more ****genous, defined patient populations to better predict the magnitude of efficacy anticipated in larger phase 2/3 trials. '

imo...they have a partner....they are still too confident re funding. us is now hands off...deferred payments of loan with clause which basically allows reversal if a deal falls through...bryant was brought in to help close such a deal...

Ice...agree and that's the point...AVA6000 proves PreCision works...several companies could easilit licence it now for use with their own single warhead with an option for other PreCision products already developed or bring developed by Avacta.

Why no mention of AVA6000 p2...?

Why did Avacta manage to get the loan payments deferred...but if a deal falls through then what?.read the wording...

'Continued active interaction with potential partners regarding both faridoxorubicin (AVA6000) and FAP-Exd (AVA6103).'

As has been said before...they will need funds in their bank within next three months either from a fundraise or upfront deal payment(s) or from partner(s) who take on all the trial work/ costs and Avacta just does R&D work for a Royalty later.

Now why no US connection from our new advisor...me thinks a commercial deal will come with Healthcare Royalty financial support. They and the one we do deal with will be US based and will take care of all things US based...allowing Avacta to look East...

Read the RNS again...it's all about what's not said and 'wording'...

Hurst they don't do US transactions...

https://www.strandhanson.co.uk/all-transactions

Founded in 1993, Strand Hanson is one of London’s foremost, long-standing independent advisory boutiques, and is a leading adviser to companies in both developed and emerging markets.

Headquartered in London, with offices in Cape Town and affiliates in Singapore and Latin America, Strand Hanson’s operations are supported by a global network of advisers and consultants in Africa, South East Asia, South America and the Middle East, providing our clients with local contacts who both understand their regional markets and have global capital market expertise.

Are Avacta now looking East rather than West...for

M&A...RTO...Finance

Mmm...

And remember Avacta are not promoting the warhead such as Dox..they are promoting the delivery mechanusm PreCision and it's PreCision that works. If the warhead (Dox) doesn't result in strong efficasy on the type of cohorts it was used on at the doses used, it bloomin' well probably would not have worked without PreCision and at the dose levels used would have caused lots of organ damage and side effects and many would have given up and more than likely would no longer be with us.

Drug resistance is difficult to quantify in early stage very sick individuals but it is real. Big Pharma won't be looking so much at the efficacy right now but they will be focused on whether PreCision works, what payloads it can carry, how much it can carry, what it delivers to where and what happens afterwards. From what I can see PreCision checks all the boxes....don't get hung up on the payloads just yet...