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Https://x.com/hughesy0707/status/2060342185577386223

the man says 2026 will be a defining point for #avct !!!

AI is saying the embargo is lifted on thursday at 22.00, so what AVACTA present at ASCO next week will become public knowledge then

Does this mean , what AVACTA present at ASCO next Friday will be public knowledge this Thursday at 22.00 ??

Summary of What Happens NextAt 22:00 BST on Thursday, the text of the medical paper will be published online. If the numbers show the tumor shrank and the patient's heart was safe, the stock will likely surge when the market opens at 08:00 BST on Friday morning. If the data is confusing, mature, or flawed, the price will likely drop heavily as disappointed short-term traders dump their shares.

I hope so

Yes — this is a good RNS, but it is not the “we’ve cured cancer / £40 tomorrow” RNS.

It is basically Avacta saying:

“Our delivery platform looks better than approved ADC drugs in preclinical/comparative models, and our dual-payload version is showing stronger tumour control than single-payload approaches.”

That is exciting, but still needs human proof.

The two key bits

There are two separate stories in this update:

ProgrammeWhat it isWhy it mattersAVA6103pre|CISION version of exatecanCompared against approved ADCs: Enhertu and DatrowayAVA6207Dual-payload pre|CISION systemShows Avacta may be able to deliver two cancer-killing mechanisms at once

1) AVA6103 — the big comparison vs ADCs

This is the most important bit.

Avacta is comparing AVA6103 against two approved antibody-drug conjugates:

Enhertu — HER2-targeting ADC

Datroway — TROP2-targeting ADC

Both are big-name ADC drugs from Daiichi Sankyo/AstraZeneca. Avacta says the comparison now includes Datroway as well as Enhertu.

Plain English

ADCs are like this:

Antibody finds cancer cell → carries toxic payload → releases poison near/in tumour.

Avacta is saying:

pre|CISION does not need the same antibody targeting method. It releases the payload when it meets FAP activity in the tumour environment.

That is important because if Avacta is right, pre|CISION could be less dependent on the specific tumour marker like HER2 or TROP2.

That is why the line “regardless of the ADC target” matters.

2) Faster tumour penetration

This is a very bullish claim.

Avacta says released exatecan from AVA6103 reaches peak tumour concentration in minutes, compared with more than 24 hours for released payload from Enhertu or Datroway. It also says tumour Cmax was over 1-log higher, meaning roughly more than 10x higher maximum payload concentration in the tumour model.

Plain English:

AVA6103 appears to get the cancer-killing drug into the tumour faster and at a higher concentration than the ADC comparators.

That is exactly what you want from a delivery platform.

3) Better tumour selectivity

Avacta says the tumour selectivity index is at least 3x higher for AVA6103 released exatecan compared with released deruxtecan from Enhertu or Datroway.

Plain English:

More drug exposure in the tumour versus the bloodstream.

That matters because the dream outcome is:

More cancer killing, less whole-body toxicity.

This is the heart of the Avacta investment case.

4) AVA6207 — potentially very interesting

This is the “next level” bit.

AVA6207 is a dual-payload delivery system. Instead of delivering one toxic payload, Avacta is trying to deliver a combination.

The RNS says AVA6207 produced deep and durable complete responses in a FAP-high model, where tumours regrew with conventional therapy. It also says in a FAP-low / HER2-positive gastric cancer model, AVA6207 showed durable responses where tumour regrowth was seen with Enhertu.

Plain English:

Even where Enhertu

Wilson63 , i hope so rodders , this time next year lol

I enjoy reading the posts I have know idea about the science , in all honesty took a 12k punt average cost 71p , just curious what the more learned people hope for as a buy out price , read a thread below which mentions "£349M valuation toward the $1–5bn range "

just interested in your thoughts ?

Read that , in an idiot guide what does it mean ?

"The idea is to make consistent returns because you need about a £1-3m depending on your age to have a comfortable life style over the next 20-50 years so it is crucial that every year you make money and the return ideally should be greater than 10% so it can compound up. Every year you miss that target or suffer capital loss the mountain gets ever steeper to climb." How does this NOT make sense ?? basic economics !!!

No resarch pal , as i am not educated enough to know about the INs and OUTs of cancer drugs , i took a punt based on a pal of mine who told me about , he has gone lumpy , I stuck in 5k , was just a simple question asking for thoughts on but out price

As someone who sits on the sidelines , bought the shares a while back from a recommend , what do you people think it will sell for ? bought as part of a varied portfolio , so not got all my eggs in one basket , but your hype seems to be ramping hence the question ....what do you people think it will sell for ?

I prefer your answer from CHAT GPT lol

Thougts on this ..

🔄 How my view has changed

Before the updates, I leaned:

Avacta is a high-risk, high-upside speculative bet.

If AVA6000 shows positive Phase 1b / Phase 2 data, upside is significant; but downside risk (clinical failure, dilution) was large.

I'd be cautious about committing a large sum, but I would consider a modest position in a diversified biotech portfolio.

Now, after the updates, here’s where I’ve moved:

More optimistic about the mid-term potential

The new partial response in Phase 1b is a meaningful signal that the drug can work in humans. That moves it from “science potential only” closer to “clinical proof in patients.”

The shift to a pure therapeutics strategy (selling off diagnostics assets) clarifies the company’s identity. That helps with investor confidence and focus.

Still cautious on financials and dilution risk

The funding moves (equity placing, bond modifications) show management is actively managing obligations, which is good. But they also highlight how tight cash is.

Dilution is pending, so even if the science goes well, part of gains may be eaten by new share issuance.

More confident in short- to medium-term upside, but less comfortable with the extremes

I’d now place a somewhat higher probability on the “modest to strong success” outcomes (i.e. 2× to 5× over 3 years) than I did earlier.

I remain skeptical of the “moonshot 10×–20×” outcomes unless everything aligns perfectly (data, funding, partnerships).

🧮 My adjusted “gut estimate” now

If forced to pick:

Chance of a positive / worthwhile return over 3–5 years: ~50%

Chance of a “very strong outcome” (e.g. >5× return): ~10–15%

Chance of flat / negative outcome: ~35–40%

So, compared to before, I’m slightly more bullish — but still aware that it’s speculative and fragile.

Why sell if the price is likely to rise significantly ?

FORGIVE MY IGNORANCE, WHAT DOES EX CHINA MEAN

I hope so !! what price do see us getting when we are bought out ?

Will do thanks , in your humble opion what price do you think is realistic , if and when avacta sells out

Im new here so still learning the 111p a share prediction is that as good as it gets ?

Hi All

newbie here , what do yo think the share price will be in 12 months , had my share for around 12 months now , just curious !!!