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RNS 🚨 October 13

•Avacta: When Precision Learns to Think in Pairs

#AVCT’s latest strategic tell. The company has unveiled what is, to our knowledge, the world’s first dual payload preCISION molecule; two cancer killing agents released from a single construct, activated only inside the tumour. That sounds technical, but in pharma language it means this: Avacta has created the first molecular form of combination therapy that doesn’t punish the patient.

1. The Scientific Step From Single to Dual Logic

PreCISION began with one mission: deliver potent drugs safely, activating only where FAP is present. Now it has evolved to a dual function; overcoming resistance while enhancing efficacy.

Investor takeaway: multi adaptive payload systems redefine the economics of combination therapy. It’s efficiency, IP strength, and manufacturing leverage in one.

2. The Strategic Layer: Proof of Platform

Coughlin called it “a major leap forward.” Translation: proof of mechanism equals proof of versatility. After 6000 validated tumour targets, Ava6103 expands the payload class, and the next generation preCISION shows modular adaptability.

Only at #AVCT where one molecule teaches the next.

•The Platform Revaluation Curve Lessons from ADC Bio

From an investor’s lens, this moment crystallises the shift from a single programme biotech to multi asset oncology infrastructure; the same structural pivot that has historically revalued peers from millions to billions.

Platforms following comparable proof cycles have consistently attracted premium valuations. Seagen ($43B, Pfizer) and ImmunoGen ($10.1B, AbbVie) set the benchmarks for linker and payload innovation as we know, while Mersana ($1.4B, GSK) and ADC Bio’s integration into Lonza’s manufacturing network underscore continuing demand for modular, partner ready delivery systems.

Avacta’s IP horizon through 2045 positions any partnership or transaction to capture two decades of exclusivity leverage a rare structural advantage in the current ADC landscape.

The Financials: Posture Before Proof

Management are choreographing restraint, trimming the bond load from £25.5M to £22.95M while keeping r&d untouched. It’s a quiet show of confidence in timing; the company appears built to reach its next proof points on capital already in hand.

The next stretch is data dense (ESMO, the late October pipeline update, SGC expansion) and the company looks built to meet it on capital already in hand.

Investor lens: Markets reward control over hype, and before confirmation. Post RNS tape shows rising volume and compressed intraday volatility: a pattern that, if sustained, is the footprint of accumulation aka institutional patience made visible, value rehearsing its rerate in silence.

Nice 5 minute video by the team....bravo 👏

Https://fast.wistia.net/embed/iframe/m3reekbw6l?twitter=true

Wow.....💪👌

Avacta to Present First Dual Payload pre|CISION® Medicines Data at the 2025 EORTC-NCI-AACR International Conference on Molecular Targets Symposium

Groundbreaking oncology development with the first dual payload peptide drug conjugate platform, establishing Avacta as a leader in combination therapy innovation

LONDON and PHILADELPHIA - October 13, 2025 - Avacta Therapeutics (AIM: AVCT, 'Avacta', 'the Company'), a clinical stage biopharmaceutical company developing pre|CISION®, a unique oncology delivery platform, today announces that the Company will present data on its first dual-payload peptide drug conjugate (PDC) at the 2025 AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics in Boston on October 25.

The data highlights the Company's proprietary development enabling two complementary drugs to be delivered via a single pre|CISION® medicine, representing the first dual payload PDC in the field. Data presented will be in vitro proof of mechanism for this platform innovation.

Drug combinations are commonly used in cancer therapy to improve outcomes and mitigate against resistance. This novel approach extends the pre|CISION® technology to allow for the selective and controlled release of two cancer-targeting payloads directly in the tumor, from a single molecule via fibroblast activation protein (FAP) cleavage.

Previously, development of the pre|CISION® platform focused on optimizing the delivery of single payloads to the tumor microenvironment leveraging the cleavage event by FAP, expressed in more than 90% of solid tumors. The new dual payload innovation expands the platform's versatility, opening potential for more complex and effective oncology treatments.

Christina Coughlin, M.D., Ph.D., Chief Executive Officer of Avacta, said:

"The development of the first dual payload peptide drug conjugate platform marks a major leap forward in oncology therapy. This significantly extends the potential of our innovative pre|CISION® platform by implementing combination cancer therapy in a single medicine.

"This new IP builds on the success of our FAP-EXd (AVA6103) program, where we invented a sustained release delivery mechanism with the platform. Our novel implementation of the platform extends this observation to now release two drugs from one pre|CISION® molecule. The key factor here is our ability to target the tumor with a cytotoxic drug and attack the known resistance mechanism all in one cancer medicine. By building on the prior knowledge, we have now extended the reach to highly-resistant cancers by targeting key resistance mechanisms.

This drug combination approach demonstrates the value we are building in our proprietary pre|CISION® technology by further underlining its flexibility and unique potential to expand into novel oncology therapeutic approaches.

We look forward to presenting the full data at the 2025 EORTC-NCI-AACR Symposiu

Scientists are warning that rates of a rare but highly deadly cancer are on the rise in the US, with cases climbing three times faster than other forms of the disease.

A key finding from 2012 to 2021 was that the invasive lobular carcinoma (ILC), a type of breast cancer, incidence climbed at an average annual rate of 2.8 percent in women 50 and older and 2.9 percent among women younger than 50.

This rise across age groups exceeds the 0.8 percent increase for all other breast cancers combined.

The period from 2016 to 2021 was most concerning, showing an even sharper annual increase of 3.4 percent. Hormonal and lifestyle factors, not genetics, are the primary drivers behind the rising rates of invasive lobular carcinoma, experts say.

Researchers at the American Cancer Society reported this week that the steepest rise in lobular breast cancer cases was among Asian American/Pacific Islander (AAPI) women, with an increase of 4.4 percent per year.

Despite this rapid increase, white women still have the highest overall case rate with nearly 15 cases per 100,000 women, compared to 11 per 100,000 among Black women and approximately seven per 100,000 among AAPI women.

Lead researcher Angela Giaquinto, an associate scientist for cancer surveillance research at the American Cancer Society, said: ‘Although lobular breast cancer accounts for a little over 10 percent of all breast cancers, the sheer number of new diagnoses each year makes this disease important to understand.’

The lobular form of the disease appears to grow in ways that differ from the other breast cancers, with cells proliferating in dispersed patterns as opposed to forming a lump typical of other cancers.

Https://www.dailymail.co.uk/health/article-15178747/breast-cancer-rising-women-American-Cancer-Society.html

I did a valuation using Grok AI ...... ultra best case scenario valuation in 30 months ( my retirement ) and as in believable as it may be.... My 60000 shares could be worth £3.6 million .

You never know.....🚀

I have been in avacta for approx 8 years and I knew I had to be in it for 10 years minimum..... Let's hope I can retire comfortably 🤞

____________________________________________________

GROK conclusion from my questions -

Market Impact:

The team’s execution pushes valuation to a 45–50x sales multiple, reflecting confidence in their ability to deliver blockbusters. A $25B market cap (~5800 GBX/share) aligns with platform leaders like ImmunoGen pre-acquisition.

Share price hits 6000 GBX (£60.00), driven by clinical wins, deal flow, and M&A fever, with the team’s reputation as a “high-calibre” differentiator.

Estimated Worth in 30 Months

With this world-class team steering Avacta to PDC leadership, a share price of £60.00 by April 2028 is a plausible ultra bull target. Your 60,000 shares would be worth £3,600,000—an ~86x return from

Outlook

We now have a clear value proposition and unique world-class scientific capabilities. Our data are robust and building and industry interest in our innovative platform continues to increase. We are very excited about the next stages of Avacta's journey. Our upcoming data catalysts demonstrate the progress made in the programs, including the presentation of the Phase 1a data at ESMO, the Phase 1b data in salivary gland cancers and our upcoming study start for FAP-EXd (AVA6103)

Https://www.londonstockexchange.com/news?tab=news-explorer&sources=RNS&indices=AXX&namecode=Avct&headlinestypes=1,2

Notice of Interim Results and Investor Presentation

Change of Date, Time and Location of ESMO Abstract Presentation

LONDON AND PHILADELPHIA - September 15, 2025 - Avacta Group plc (AIM: AVCT) a life sciences company developing innovative, targeted oncology drugs, confirms it will announce its unaudited interim results for the six months ended June 30, 2025 ("HY25"), on September 30, 2025.

Christina Coughlin, Chief Executive Officer and Brian Hahn, Chief Financial Officer will also deliver a live presentation via Investor Meet Company at 14:00 BST on the day.

The presentation is open to all existing and potential shareholders.

Investors can sign up to Investor Meet Company for free and add to meet AVACTA GROUP PLC via: AVCT - AVACTA GROUP PLC | Investor Meet Company

Investors who already follow Avacta on the Investor Meet Company platform will automatically be invited.

Questions can be submitted pre-event via the Investor Meet Company dashboard up until September 30 09:00 BST, or at any time during the live presentation.

The Company will also post the results presentation on its website at the following page: https://avacta.com/investors/investor-resources/.

ESMO Congress Update

The Company confirms that the date, time and location of the abstract being presented at the European Society for Medical Oncology (ESMO) Congress, taking place from October 17-21, 2025, has changed. The updated details are included below:

Title: A Phase I trial of FAP-Dox (AVA6000), a Fibroblast Activation Protein (FAP)-released and tumor microenvironment (TME)-targeted doxorubicin peptide drug conjugate in patients with FAP-positive solid tumors

Session Title: Developmental Therapeutics

Session Date and Time: 19 October, 12.00-12.45

Location: Hall 25

Abstract Presentation Number: 964P

Speaker: William D. Tap

Sounds like We're on a winner..... Knew it years ago but it's always nice to get reassurance 👌

(3)

Leadership and Governance as a Confidence Booster:The RNS credits non-executive director Richard Hughes for delivering on AGM promises, suggesting that Avacta’s board is executing a clear strategy. The appointment of experienced directors like Hughes and David Bryant, alongside the formation of a Scientific Advisory Board chaired by a sarcoma expert, subtly telegraphs that Avacta is gearing up for significant clinical and commercial milestones. This governance overhaul implies they’re preparing for high-stakes discussions, possibly with regulators or potential partners, where AVA6000’s data will be critical.The subtext here is that Avacta is positioning itself as a serious player in oncology, with AVA6000’s favorable safety profile (no maximum tolerated dose in Phase 1a) and durable responses in sarcomas and salivary gland cancers as key selling points.

(4)

Market and Investor Sentiment Reinforces the Subtext:Posts on X describe the RNS as “huge” and a “game-changer,” with investors noting Avacta’s strengthened balance sheet and reduced dilution risk as a foundation for future growth. The 14.09% share price surge to 62.75p reflects market belief that Avacta is on the cusp of a breakout, likely tied to AVA6000’s progress.Technical analysis on X mentions resistance at 64p but potential for 80–85p if momentum holds, suggesting investors are pricing in positive clinical or strategic news. This aligns with the RNS’s confident tone, as Avacta wouldn’t emphasize financial stability so boldly without expecting near-term catalysts to justify it.Why the Confidence in AVA6000?Clinical Validation: AVA6000’s Phase 1a trial showed multiple durable RECIST responses in high-grade sarcomas and salivary gland cancers, even in tumors with lower FAP expression. The recent partial response in Phase 1b (June 2025) further proves the pre|CISION® platform’s ability to deliver targeted chemotherapy with reduced toxicity, a major differentiator in oncology.Scalable Platform: The RNS’s focus on financial and strategic clarity indirectly supports AVA6000’s role as the lead asset, with the platform’s expansion to AVA6103 (exatecan-based) and Gen Three Affimer® conjugates signaling long-term potential across broader cancer indications.Market Positioning: The exploration of a NASDAQ listing and the divestiture of diagnostics suggest Avacta is preparing to pitch AVA6000 to a global audience, likely anticipating strong Phase 1a data in H2 2025 or partnership interest from larger pharma companies.

(1)

Reading Between the Lines of the RNSFinancial Maneuvering Signals Long-Term Confidence:The RNS highlights Avacta’s proactive management of its convertible loan note (CLN) with Heights Capital, securing a 10-month buffer before further share issuances. This move isn’t just about short-term financial stability—it implies that Avacta’s leadership believes the company’s valuation will improve significantly in the near future, likely driven by clinical milestones for AVA6000. By delaying dilution, they’re betting on stronger fundamentals (e.g., Phase 1a data or potential partnerships) to boost the share price, which closed at 62.75p (+14.09%) on August 29, 2025.The subtext here is that Avacta expects positive developments—likely tied to AVA6000’s Phase 1b trial or the upcoming final Phase 1a data in H2 2025—to enhance investor confidence and reduce reliance on dilutive financing.

(2)

Strategic Focus on Oncology:The RNS doesn’t directly mention AVA6000, but the broader context of Avacta’s recent actions—such as divesting the diagnostics division (Coris Bioconcept for £2.2 million) and exploring a NASDAQ listing—suggests a laser focus on its oncology pipeline, with AVA6000 as the flagship. This pivot to a pure-play biotech signals that management sees the pre|CISION® platform, and AVA6000 specifically, as the company’s primary value driver.The confidence oozes from their willingness to streamline operations, betting heavily on the clinical success of AVA6000 and next-generation programs like AVA6103. This aligns with recent clinical wins, such as the partial response in a salivary gland cancer patient reported in June 2025, which validates the platform’s tumor-targeting potential.

Job Opening: [Daewoong Pharmaceutical Subsidiary] Global Business Development and Alliance Management

Apicel Therapeutics has a pipeline in the cell and gene therapy field that is preparing for IND submission after Pre-IND, and is building strategic partnerships with many overseas biotech and research institutes. We are looking for a business development specialist to be in charge of building new strategic partnerships and technology transfer (licensing in/out), attracting investment, joint research, and alliance management.

■ Responsibilities

- Discover and evaluate strategic partnership opportunities with domestic and foreign pharmaceutical companies, bio companies, research institutes, and major KOLs

- Plan and implement various collaboration models such as technology transfer (licensing in/out), joint research, and joint development

- Write IR materials for investors and introduce technologies

- Manage communication with external advisors and partners during Pre-IND ~ IND submission stages

- Negotiate contract terms, write term sheets, and support contract conclusion

- Manage implementation of concluded partnership tasks and respond to major issues

- Propose business strategy establishment through market and competitor analysis

- Plan and prepare data for attracting strategic investment

■ Qualifications

- Bachelor's degree or higher in a related field such as life sciences, pharmacy, biotechnology, chemistry, or nursing

- More than 4 years of related experience in business development, technology transfer, strategic planning, and alliance management

- Understanding of biopharmaceutical development stages

- Collaboration experience with various internal departments (R&D, RA, CMC, etc.) and external partners

- Business English communication skills (ability to write documents and conduct meetings)

■ Preferred Qualifications

- Bachelor's/Master's degree holder (preference given to those with overseas degrees)

- Experience in pharmaceutical/bio-related business development or technology transfer contract conclusion

- Experience in collaboration or networking with global pharmaceutical companies and VCs

- Native-level English fluent holder

■ Application documents

- How to apply: Submit a free-form resume and self-introduction to the email address below

- Email address: sylee07@affyxell.com

Yes, the BIO International Convention in Boston, which is currently taking place (June 16-19, 2025), is absolutely a prime location for Avacta to get a deal done.

Here's why:

* Largest Biotech Partnering Conference: BIO is widely recognized as the world's largest and most comprehensive event for the biotechnology industry. It brings together over 20,000 industry leaders from across the globe, including biotech companies, pharmaceutical companies, investors, service providers, academic institutions, and government agencies.

* Dedicated Partnering Platform: A key feature of BIO is its proprietary "BIO One-on-One Partnering™" platform. This system is designed specifically to facilitate deal-making by allowing attendees to find potential partners, schedule, and accept meetings. It's expected to host over 60,000 partnering meetings during the event.

* Focus on Business Development and Investment: The convention program includes numerous sessions and tracks specifically dedicated to business development, investment trends, strategic partnerships, and deal-making in the biopharma industry. This indicates a strong emphasis on fostering collaborations and transactions.

* Presence of Key Decision-Makers: The attendees at BIO include a wide range of professionals from C-suite executives and venture capitalists to top pharma dealmakers and business development professionals. This provides Avacta with direct access to individuals who can make or influence partnering decisions.

* Showcasing Innovation: Companies like Avacta attend BIO to highlight their progress, groundbreaking therapies, and innovative technologies. This visibility can attract potential partners and investors who are actively seeking new opportunities.

In summary, the BIO International Convention is a highly strategic environment for biotech companies looking to secure funding, forge partnerships, license intellectual property, or explore mergers and acquisitions. If Avacta is there, they are likely there with the explicit goal of advancing their business through such deals.

I've almost managed to double the quantity of shares over the past couple of years.... I'm happy as Larry !!

At some point this share is going to fly..... I can wait a few more years 😆

Lol...bit bleary eyed .

Up extremely early.. I know I made an error as soon as I made the statement... Haha

Any thoughts why the sale price wasn't included in the RNS ?

This link is from Tom the bomb (X)

Thanks for this Tom.... you're a great source of useful information 👌

https://search.savills.com/property-detail/gb0508l211256