Member Info for Bella6532

54.505 1,853 Unknown* 1,010 O

29-Feb-24 08:10:06 53.10 100,000 Unknown* 53.10k O

29-Feb-24 13:11:18 52.00 100,000 Unknown* 52.00k O

29-Feb-24 15:03:04 53.90 100,000 Unknown* 53.90k O

29-Feb-24 08:57:44 52.592 67,122 Unknown* 35.30k O

29-Feb-24 08:08:28 53.50 100,000 Unknown* 53.50k O

29-Feb-24 08:22:34 54.00 100,000 Unknown* 54.00k O

29-Feb-24 08:57:55 52.592 232,878 Unknown* 122.48k O

29-Feb-24 14:07:19 53.00 172,929 Unknown* 91.65k O

29-Feb-24 16:35:47 54.50 275,000 Unknown* 149.88k O

29-Feb-24 13:09:27 52.00 75,600 Unknown* 39.31k O

29-Feb-24 13:09:02 52.00 50,000 Unknown* 26.00k O

29-Feb-24 14:57:45 53.825 50,000 Unknown* 26.91k O

29-Feb-24 13:10:18 52.00 100,000 Unknown* 52.00k O

29-Feb-24 08:13:48 53.50 100,000 Unknown* 53.50k O

29-Feb-24 14:55:07 53.50 50,000 Unknown* 26.75k O

29-Feb-24 15:01:43 53.75 50,000 Unknown* 26.88k O

29-Feb-24 08:08:24 53.10 100,000 Unknown* 53.10k O

29-Feb-24 14:05:20 53.00 100,000 Unknown* 53.00k O

29-Feb-24 12:56:55 52.00 50,000 Unknown* 26.00k O

29-Feb-24 10:52:48 52.00 50,000 Unknown* 26.00k O

29-Feb-24 14:05:06 53.00 250,000 Unknown* 132.50k O

01-Mar-24 17:10:25 54.50 94,000 Unknown* 51.23k O

01-Mar-24 16:29:31 54.02 66,983 Unknown* 36.18k O

01-Mar-24 16:29:28 54.00 66,983 Unknown* 36.17k O

01-Mar-24 16:35:04 54.50 8,853 Buy* 4,825 UT

Livedataaccount...'This raise won't see Avacta through to keeping ava6000 in house. Far from it. Phase 2 s scheduled to begin h1 2025? This fund raise sees avacta through till end of 2025?'

Afraid that's not so...

The schedule is:

Q2 2024 - Two weekly dose data readout (so end June 2024 latest)

Q3 2024 - Define Phase 2 Dose (end Sept 2024 latest)

H2 2024 - Initiate P2 study in the US (end Dec 2024 latest)

H1 2025 - Initiate AVA3996 Phase 1a dose escalation study (end June 2025 latest)

Agree Icecool...there are two sides to be considered...the product development side and the business development side.

There is also the comment re divesting DX. I don't think this would entail selling it off (unless they absolutely had to for whatever reason), I think it's more about splitting the company into two stand alone parts. There are lots of advantages to having them as two seperate companies.

I also noticed the mention of a possible Nasdaq listing which I think is the first time it's actually been put in writing albeit in the broker note but that info would have come from Avacta.

The US/Nasdaq always looks more favourably on companies already doing business/operating Stateside and the two trials in the US would help their case.

Jive_turkey...I didn't say they had to wait but having completed the clinical trial I believe it would then add significant value. Just take a look at what ARM did. They initially developed a chip concept and then used that as it's base model and basically half their income is from licencing and half from Partnerships. I held ARM from early stage thru sale...fundraisers, big ups and downs etc etc...very similar to what we're seeing here now.

Also who walked the SP down...who leaked to TW...not Avacta. The brokers should be held to account for not getting signed insider notes. Or one or more II investors said they would invest at this level. Who knows but if not the latter I would be asking serious questions if I was Avacta.

D-Geeman...'I'd be very happy to hear AS come out and say all that...' He has and it has been said many times in RNS's/Presentations but not quite in my rather unscientific way. Afraid there are market rules as to what and how things can be presented in RNS's plus I believe Avacta as a company are being rather cautious as they still have to get this through Stage 2. It's also a science based company and scientists are renowned for being very cautious and know that you don't actually have anything worth anything until it's proven/peer reviewed. It's also not good to go shouting about you early stage findings from the roof tops because your peers get ticked off and this can lead to a more lengthy review process. Scientists all want to pull each others research apart...it's their lifes mission I'm afraid...haha

Icecool...getting a product through clinic/commercialisation takes years, However, Avacta only has to do it once to open up the pipeline. The beauty being once PreCision goes through the clinical trials and gets full approval with Dox (an already approved product) then it becomes a PreCison + pipeline. PreCision will have it's approval and if you put another approved product inside it then you have two already approved products working together and the trial process should be rapid. These two product create a Synergy...that's to say the inside product now becomes a targetted product, side effects are vastly reduced for the patient and a much higher dose could potentially be achieved in a much shorter time frame....WHAT'S NOT TO LIKE if a Pharma can up the game considerably for one or more of their existing products, overcome patent runout and not have to go to the huge expense of trying to develop newer, safer and more effective treatments ahead of their competiton.

For those not invested or who have said they've sold or who have indicated they are leaving this BB...will you please leave now and stop clogging up this BB with your ramblings...so tiresome and life really is too short guys.

Thank you...

Page 4

Have you clicked yet...if Avacta get AVA6000 successfully through clinic quickly, with few side effects at 3 times usual dosage on 2 weekly dosage rate and wth efficacy and full FDA approval then this becomes the model...

Oh! high Mr. Pharma...Ooo that's a nasty chemical you've got there...Yes, certainly, we'd be more than happy to wrap it up for you in our lovely PreCision packaging and include our very speedy to market template. Sorry it's not cheap but hey think of all that time and effort you will be saving and lives saved so just for you it will be £X down payment, £X on completion and £X per unit sold (royalty)...Exclusivity!? Oh! not, sorry we can't give you exclusivity. What next? Oh! just fill out this form, sign and make the cheque payable to Avacta and we can start the process this afternoon. Than k you very much and on your way out can you please tell the next Pharma chappy to come straight in...

Page 3

The best and most effective way to add HUGE value to the PreCision pipeline is for Avacta to demonstrate speed through clinic with few side effects and potentially much higher doses of some of the deadliest chemo products by taking AVA6000 all the way through Clinic themselves and thus creating a TEMPLATE for others to do the same they same way.

To me, they are actually creating what looks more like a Franchise model. They create the first and others can then buy into the model.

Do any of you realise what worth this could represent...what a SYNERGY!!!! and I guess why they are basing the 2 weekly trial and Phase 2 in the US so they are right on the FDA's doorstep.

Do any of you know of any other Pharmaceutical products which are based on such a concept????

P2

The PIPELINE UNLOCKING process is all about taking AVA6000 through a rapid to market process to demonstrate the relative ease and rapidity with which the use of other pre|CISION™ based chemotherapies may be progressed through clinic along with the improved safety and tolerability profile,

It's a TEMPLATE for others to follow...speed to market...

So many on here are pushing the negatives...what don't you understand about business...

Companies list to raise money....derrrr!!!!

Companies listed can go to the market at any time to fundraise...derrr!!!

New/Early stage companies have to rely on borrowed money or fundraisers to stay afloat until such time they start to make profits and even then it's good practice to roll the profits back into the business to grow the business.

Right, now that said, we were told a good while back that Avacta wanted to commercialise AVA6000...

You can commercialise a product in different ways but they have just made it perfectly clear that they want to:

a) Take AVA6000 all the way themselves and

b) Speed up the process considerably.

They have seen amazing results in Phase 1a....and one of the biggest being not reaching MTD with the Dox at a staggering 3 times the usual dose...Dox is deadly!!!...this, from what I can see, has never happened before. 3 times times standard dose of a product that normally would be leathel at this level. Jeez that in itself has to be amazing and no wonder they want to keep hold of it. I'm sure it's turned a lot of heads and questions are being asked by the FDA etc like...'are you sure? are you really sure'. Now they're going for a 2 weekly dosing. If the patients are able to tolerate the same dose as the 3 weekly but 2 weekly then that will be even more amazing if also coupled with

Now, let's say they have been approached by a third party already, what price now vs what price if 2 weekly dosing comes good vs what price if they take it themselves all the way.

Look at the Licencing deals we have in place...small fry!!!! a few quid here and a few quid there.

I think the following has very much been missed....

'Given the favourable safety data, a fortnightly dosing study is presently screening patients in the United States with

a view to optimise the selection of the Phase 2 dose for a potentially registrational study in soft tissue sarcoma. A

positive outcome could potentially enable the first pre|CISION™ targeted chemotherapy to be introduced to market

as early as the end of 2026.

Having rapidly risen up the learning curve AVA3996, the second of Avacta’s pre|CISION™ chemotherapies that

combines with a proprietary proteasome inhibitor (called AVA2727D), is presently expected to complete IND

enabling studies and submit IND/CTA application in 4Q 2024/1Q 2025, ahead of initiating its own Phase 1a dose

escalation study 1H 2025. Such a demonstration of the relative ease and rapidity with which such pre|CISION™-

based chemotherapies may be progressed through clinic along with the improved safety and tolerability profile

they introduce, might be expected to encourage multiple pharmaceutical groups looking to either extend protection

of aging cancer therapies or otherwise progress more modern but highly toxic developments to license or partner

with the platform.'

Cont...

28m traded today excluding lates and those applying for placing shares.

Recent Share Trades for Avacta Group (AVCT)

Date Time Trade Prc Volume Buy/Sell Value

29-Feb-24 16:08:51 54.30 25,000 Unknown* 13.58k O

29-Feb-24 17:28:20 52.995 1,853 Unknown* 982.00 O

29-Feb-24 15:22:44 53.75 40,756 Unknown* 21.91k O

29-Feb-24 17:21:56 52.56 232,878 Unknown* 122.40k O

29-Feb-24 17:21:56 52.59 232,878 Unknown* 122.47k O

29-Feb-24 17:21:56 52.59 232,878 Unknown* 122.47k O

29-Feb-24 17:10:07 54.50 898,179 Unknown* 489.51k O

29-Feb-24 17:07:37 52.50 -318,000 Unknown* -166.95k O

29-Feb-24 17:07:37 52.50 318,000 Unknown* 166.95k O

29-Feb-24 14:44:24 50.00 1,500,000 Unknown* 750.00k O

29-Feb-24 16:41:33 52.50 101,000 Sell* 53.03k O

29-Feb-24 16:38:31 51.20 46,779 Sell* 23.95k O

29-Feb-24 16:35:18 54.50 206,000 Unknown* 112.27k UT

29-Feb-24 15:33:30 53.75 15,000 Unknown* 8,063 O

29-Feb-24 16:32:04 54.50 200,000 Unknown* 109.00k O

29-

'In this respect, its potential to change the way in which

potent cytotoxic drugs are delivered, therein improving cancer patients' quality of life and treatment outcomes,

appears quite remarkable. '

....IMPROVING CANCER PATIENTS' QUALITY OF LIFE AND TREATMENT OUTCOMES...

They've seen it...they want to go full on with it now...

A must read...carefully...and digest...

Phase 1a ongoing

2 weekly dosing data readout late Q2 (June 2024)

Presenting AVA6000 Phase 1 data in April at AACR

Inititate Phase 2 study in US H2 2024 (subject to FDA approval)

pre|CISION™ platform works exactly as it was designed to

The overarching message that data from AVA6000’s Phase 1a trial delivered on 13 December 2023, was that the

Pre|CISION™ platform works exactly as it was designed to. In this respect, its potential to change the way in which

potent cytotoxic drugs are delivered, therein improving cancer patients' quality of life and treatment outcomes,

appears quite remarkable. Anthracyclines such as Doxorubicin, a generic chemotherapy for which the market is

expected to grow to US$1.38bn this year, are widely used as part of standard of care in several tumour types, although

their use is limited by cumulative toxicity, in particular, cardiotoxicity. Being its first clinical study, this Therapeutic

development supported by key, wholly owned platform technologies, will continue to dominate the Group’s

valuation, despite the fact that Diagnostics accounted for c.83% of Avacta’s H1 2023 revenues.

Putting this into perspective, should the study successfully demonstrate that pre|CISIONTM technology is effective

in reducing systemic toxicity of Doxorubicin in humans, it prospectively opens an extensive and proprietary

pipeline of next generation pre|CISIONTM pro-drug chemotherapie'or Avacta that introduce significant clinical and

commercial advantages to a global market that is expected to reach a value of almost US$98 billion by 2030.'

Guys they have realised that AVA6000 is actually where the money is to be made...and they want it to move quickly now...

Cookieptb...'All that will happen is that the vast majority of placing shares will be forward sold and why wouldn’t they be at a discount of 34%! Who will snap them up or who snapped them up. Yes us dopey retail investors.'

Afraid that's how it works and agree with D-Geeman it's very difficult to regulate. That's exectly why II's love closed market fundraisers. However, it's also what creates the bounce.

Sheppy...don't sell...

I'm sorry you're down so much. Not a nice feeling which I do appreciate as I'm currently down a lot on paper right now.

Some are saying 'nothing has changed'...well it has.

We have just been told Avacta are considering AVA6000 as a full on replacement for Dox...that's kinda huge in my book.

I think most of us were thinking of it more as a extra to Dox.

A couple of years ago Avacta said in one of their Posters or Reports that Dox manufacturers would be a target market...I'm not sure what your interpretation was but mine wasn't Avacta looking to replace the Dox market with AVA6000...

Guys...OK so it's not wjhat we wanted to hear BUT...companies who list on AIM are here to raise money for their early stage projects...

Yes we would have all liked to see a deal and the bond paying off etc...no bigger advocate for that than me...

So, we are where we are BUT...we were here back in Feb 2022 with a low of 50.48 and by April we were back up to 122.06 after a few nice announcments and results...

I suspect we will see a nice bounce here as has been the case before. That's why II's love closed market fundraisers at heavily discounted prices and people like TW get a whiff of what's going down and send in their boys.

THIS IS HOW THE MARKETS WORK GUYS...if you don't understand this, you'lll get burnt over and over again.

I for one am ging to buy a shed load at this price. It will bring my average way down for an affordable amount and if we do get that bounce then I could easily be back in profit in a couple of months...certainly by mid year.

PLEASE READ THE RNS CAREFULLY...you have been told what the end game is...AVA6000 to be a replacement product for DOX etc...I always wondered why Avacta wanted to take AVA6000 to market themselves and not licence it out...NOW WE KNOW. Silly me didn't get the significance of Dr. Taps comment a few months ago. Paraphrasing but it was something like... if this does what it says on the tin it will be immediately considered the must have. He was saying AVA6000 would replace Dox....THIS IS THE PARADYME SHIFT they've been referring to...

NOW, why hide it in the RNS...because they have to tell us, however, they are also being very cautious in my opinion because they are still early stage and they can make a much bigger song and dance abut it once the fundraise is complete and when they issue the data from C7 and 2 weekly dosing etc...

BTW the appointment of CC as a Non-Exec was made after the 50.48 low in 2022 and helped contribute to the almost 150% rise in just a couple of months.

Watch this space...News incoming over the next couple of months...and I posted one little snipped this morning but it was well lost in the blubbering....

February 29,

Daewoong names Nabota chief as new co-CEO

PUBLISHED : February 28, 2024 - 18:15

UPDATED : February 28, 2024 - 18:15

Daewoong Pharmaceutical Vice President Park Seong-soo (Daewoong Pharmaceutical)

Daewoong Pharmaceutical, South Korea’s leading pharmaceutical company, is expected to appoint Vice President Park Seong-soo as its new co-CEO during its annual shareholders meeting in March, according to industry sources Wednesday.

“Daewoong aims to accelerate the expansion of its overseas businesses with Park's appointment,” a source familiar with the internal matter said on condition of anonymity.

Park has held diverse positions, handling global issues since he became the company’s global business division head in 2009. In 2011, he led the US office.

In 2015, he also started leading the company’s botulinum toxin Nabota business, contributing to the drug’s global success.

Under the co-CEO system of Jeon Seng-ho and Lee Chang-jae, Park played a key role for Navota in getting FDA approval and debuting in the all-important US market.

Park contributed to boosting Nabota’s overseas sales as well. Last year, Nabota’s total sales came to 147 billion won ($110 million), and 80 percent of the sales were from foreign markets.

Park also spearheaded the global launch of Daewoong’s gastroesophageal reflux disease (GERD) drug Fexuclue, Korea’s 34th new drug. After its domestic launch in 2022, the firm launched the drug in the Philippines and received regulatory approvals in Mexico, Ecuador and Chile. The company has also signed export contracts with six countries, including the UAE and India, and is waiting for approval in an additional 13 countries, including China and Saudi Arabia.

In recent years, Park also helped the company nurture its regional office in Indonesia, an official from the company said.

'Meanwhile, Park’s predecessor Jeon is expected to step down from his post in March after his six-year term at the company. He will be leading Daewoong Investment and AffyXell, a joint venture established in January 2020 by Avacta and Daewoong to develop novel mesenchymal stem cell therapies.'

Daewoong names new Co-CEO

http://m.theinvestor.co.kr/view.php?ud=20240228050818