Member Info for Bella6532

RNS anytime today when they get the nod....

2.8m traded so far today.

22 Jan 2.65M traded

19 Jan only 624.96K traded

Bond shares being laped up...our European Fund buying more perhaps...?

Again would such a fund buy in the raise, then wait for the next tranch of Bond shares to be available and buy them up too if they knew DX was going to be sold and the bond paid off...mmmm!!!

No TR1...no official trading in closed period if you have someone on the Board...mmmm!!!

Doesn't anyone have a gut feeling something is happening back stage...or is it just me any my conspiracy theories/wishful thinking...lol!

See Page 10..

https://link.springer.com/content/pdf/10.1007/s10198-023-01639-x.pdf

What's the chances Avacta may have or maybe moving to Breakthrough therapy designation...the perameters seem to fit the bill when it comes to the introduction of the new 2W Trial plus timescales given by Avacta.

Breakthrough Therapy

Eligibility:

A drug that is intended to treat a serious condition AND preliminary clinical evidence indicates that the drug may demonstrate substantial improvement on a clinically significant endpoint(s) over available therapies.

Features:

All fast track benefits.

Communication with the FDA as soon as phase 1.

Meetings with senior FDA staff.

Cross-disciplinary project lead.

Adaptive and efficient trial design.

Conditions:

FDA may request a phase 4 trial.

Effect on:

Trial design and FDA review.

McGurk...I know it's a requirement but if the investor hasn't 'officially' informed the company (Avacta) of their position then the company cannot issue a TR1. Fine lines...and perhaps one reason the investor was not named. Had exactly this happen with another share I was invested in years ago. TR1 was finally issued 6 weeks after raise. I spoke to the FD and he said they couldn't issue the TR1 until the were officially told by the investor. The TR1 was also for over 6%. Just saying it can happen, not saying it has.

TR1's are a joke...the investor has to tell the company what their position is and the company issues the TR1. Many'many i stances of late or none reporting. Also many only report once the total position is secured not after every reportable threshold.

Guys I'm not putting my comments out as fact just a possible reason for recent events.

Energyshares...'Late last year Avacta was about to sign a LD with a major BP, hence the “dont worry about the funding “ comment.'

I put it to you AS's comment re financing wasn't about BP it was about the likes of Gilde (a European Specialised Healthcare Fund). They have secured fundind through the Placing and will continue to secure Avactas ownership and commercialisation of AVA6000. At the same time there is a plan/direction being worked on for the DX side of the business...separation or sale.

There has also been a revamping of the TX website and pipeline focus and video coms introduced on the website too. Is this all just Avactas doing or has there been some new influence/input from someone who knows how the heathcare /BP investor market works.

An investor like Gilde putting in £10 to £20m with potentially more to come would take Avacta to a whole new level in a heart beat and should it come to pass in an RNS announcement then the SP would see a very nice uptick...they would be what kicks off serious market interest...

If Eliott Isn't working his Levicept investor contacts like Medicxi and Gilde then he's the one to go IMO not AS...

Question:

If the likes of Gilde Healthcare wanted to invest £10-£20m in the likes of Avacta what would their terms be?

Could they be something on the lines of:

50p entry point.

Directors to invest too.

Seat on the Board.

REX raise to create 40 day quiet period.

What could they also bring to the table.

Buyer for DX so Bond can be cleared.

Partner to help with P2/P3 Trials.

Key US contacts for US subsidiary and.or US Listing.

See what they've been doing for Lava Therapeutics...

I still think something is brewing. To not name the European Specialised Healthcare Fund but signpost the fact one invested and also the fact the raise was increased by a further £5m is odd especially combined with the updated website dropping DX...they could still have a DX Header in the Main Menu but no it's a small footnote??!!!

I know I banged on about Medicxi but they too are one of Levicepts investors and I was hoping someone might have picked up on Gilde Healthcare who say they are:

Gilde Healthcare is a specialized healthcare investor managing over €2.5 billion ($2.5 billion) across two fund strategies: Venture&Growth and Private Equity.

Gilde Healthcare is headquartered in Utrecht

(the Netherlands) with local offices in Frankfurt

(Germany) and Boston (USA).

Avacta said that a European specialist healthcare fund had invested in the Placing....OK so one says Specialized abd the other says Specialist...what's the difference??? enough to try and throw us of the scent or what.

Gilde appears to be a good guy...

Https://gildehealthcare.com/news/general/gilde-healthcare-closes-new-venturegrowth-fund-at-e740-million-hard-cap/

Elliot Forster Chairman Avacta was appointed CEO of Levicept end last year. Medicxi are also investors.

https://www.levicept.com/investors

Guilde Healthcare fits the description...

Connection...they are investors in Elliots other company...'Gilde Healthcare

https://gildehealthcare.com

Gilde Healthcare is a specialized healthcare investor managing over €2.6 billion across two fund strategies: Venture&Growth and Private Equity. The Venture&Growth fund of Gilde Healthcare invests in fast growing companies active in digital health, medtech and therapeutics, based in Europe and North America. The Private Equity fund of Gilde Healthcare participates in profitable lower mid-market healthcare companies based in North-Western Europe.'

Counting all days since 28Feb or 5 March it's well over.

'Under Article 19(11) of the UK Market Abuse Regulation (UK MAR), the period of 30 calendar days before the announcement of an interim financial report or a year-end report that an issuer is obliged to make public according to the rules of the trading venue where the issuer's shares are admitted to trading or the law of the United Kingdom, during which a person discharging managerial responsibilities of an issuer is prohibited from conducting any transactions on its own account or for the account of a third party, directly or indirectly, relating to the shares or debt instruments of the issuer or to derivatives or other financial instruments linked to them.

Note that the announcement of preliminary financial results agreed by the management body of the issuer constitutes the announcement marking the end date of the closed period where those preliminary financial results contain all the key information relating to the financial figures expected to be included in the year-end report'

I'll ask again. Is it a 40 day black out, if so where are the details..?

There is a Closed Period rule but that is basically about Directors/Insiders trading prior to results. Some companies extend this to a total news blackout.

From last year prior to the T/O of Point by Lilly...manufacturing collaboration on Lilly campus was set up well prior to the T/O announcement.

'Over the past few years, we have seen how well-designed radiopharmaceuticals can demonstrate meaningful results for patients with cancer and rapidly integrate into standards of care, yet the field remains in the early days of the impact it may ultimately deliver,” said Jacob Van Naarden, head of Lilly’s oncology unit Loxo@Lilly.

He added that the pharma group “sees the acquisition of POINT as the beginning of our investment in developing multiple meaningful radioligand medicines for hard-to-treat cancers, as we have done in small molecule and biologic oncology drug discovery and development.”

POINT’s earlier-stage pipeline includes PNT2004, a “pan-cancer” therapy targeting fibroblast activation protein-α (FAP-α) in phase 1.

After launching in 2020, POINT has already set up a fully licensed 180,000-square-foot radiopharmaceutical manufacturing facility on Lilly’s campus in Indianapolis, clearing one of the key obstacles to entering the radiopharma category, and also operates an R&D unit in Toronto, Canada.

Analysts have suggested that the market for radionuclide-based cancer therapeutics could top $10 billion a year, with limited competition in the market, as the hurdles to enter the category are set fairly high.'

Oops..lingo...

Same story from different ends...and they speak the cash runway longo...

Hopefully Lilly won't be throwing Avactas PreCision out as they sift through the desk tops/draws/files...🙂

Https://www.precisionmedicineonline.com/business-news/eli-lillys-prevail-therapeutics-ends-gene-editing-collaboration-precision-biosciences