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Https://insights.citeline.com/in-vivo/leadership/in-vivos-2026-rising-leaders-P65JE4EAZ5CDDAW4ABFKNABFKY/

Https://www.londonstockexchange.com/news-article/AVCT/christina-coughlin-in-vivo-2026-rising-leader/17546230

https://insights.citeline.com/in-vivo/leadership/rising-leaders/rising-leaders-2026-christina-coughlins-pioneering-immuno-oncology-career-2QYSTENFXJHYTNAPVB52D4MSHU/

It's a big nothingburger on a par with dog bites man.

What serious company announces this sort of 'news'? It's just standard practice. Nothing ot see here.

Good point gemstar. What on Earth does that idiot CEO of ours think she knows about the pharmacokinetics of AVA6103 compared to the expertise of our resident Nobel Prize winners for Trolling?

Maybe with the lifting of the lifetime limit the FDA are now looking for a sustained efficacy before considering an approval of AA, etc. All in coordination with Avacta of course. If so, then we may have to wait a while for the total dose received (as oposed to given) far exceeds the old lifetime limit.

Udai Banerji has been nvolved in presenting these three AVA6000 posters at conference:

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

Banerji U1, Cook N2, Anthoney A3, Plummer R4, Tap WD5, Evans J6, Cranmer LD7, Plummer C4, Loadman P8, Lahu G9, Jones H8, Kinnersley N10, Mc Laughlin F10, Twelves C3

1The Institute for Cancer Research and the Royal Marsden Hospital, 2The Christie, 3University of Leeds, 4University of Newcastle, 5Memorial Sloan Kettering Cancer Center, 6University of Glasgow, 7University of Washington, 8University of Bradford, UK, 9Thinkq2, Basel Switzerland, 10Avacta Life Sciences

American Association for Cancer Research Annual Meeting, April 2024 San Diego, CA USA

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

Chris Twelves1, Udai Banerji2, William D. Tap3, Natalie Cook4, T.R.J. Evans5, Ruth Plummer6, Alan Anthoney1, Christopher Plummer6, Rhona Dawson4, Paul Loadman7, Gezim Lahu8, Huw Jones7, Nelson Kinnersley9, Christopher Mills10, Curtis Rink11, Ruairidh Edwards11, Gilad Gordon11, Lee D.Cranmer12

1University of Leeds and St. James's University Hospital, Leeds, 2The Institute of Cancer Research and Royal Marsden Hospital, Sutton, 3Memorial Sloan Kettering Cancer Center, New York, 4The Christie NHS Foundation Trust, Manchester, 5University of Glasgow, Glasgow, 6Newcastle University, Newcastle Upon Tyne, 7University of Bradford, Bradford, 8Quantitative Clinical Pharmacology, thinkQ2 AG, Baar,, 9Octa Consulting Services Ltd, London, 10Concept Life Sciences, Edinburgh, 11Avacta Life Sciences, London, 12University of Washington, Seattle

European Society of Medical Oncology Annual Meeting, September 14, 2024, in Barcelona, Spain

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A Phase I Trial of Faridoxorubicin (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

Tap, W.D.1, Banerji, U.2, Ho, A.1, Evans, T.R.J.3, Plummer, R.4, Anthoney, A.5, Plummer, C.4, Dawson, R.6, Loadman, P.7, Lahu, G.8, Jones, H.7, Kinnersley, N.9, Edwards, R.9, Gordon, G.9, Cranmer, L.D.10, Metcalf, R.6, Twelves, C.5, Cook, N

1Memorial Sloan Kettering Cancer Center, New York, New York., 2The Institute of Cancer Research, London UK, 3University of Glasgow, Glasgow Scotland, 4Newcastle University, Newcastle UK, 5University of Leeds, Leeds, UK, 6The Christie, Manchester UK, 7, 8 thinkQ2, Baar, Switzerland University of Bradford, Bradford, UK, 9Avacta Therapeutics, London, UK, 10 City of Hope, Duarte, CA

European Society of Medical Oncology Annual Congress | October 2025 | Berlin, Germany

This doesn't appear to have been noted before (by GMCC) and I don't see a website updating day:

https://avacta.com/wp-content/uploads/2026/03/Avacta_March_2026_-Corp_Deck.pdf (Creation Date: 04/03/2026, 17:47:34)

The deck has again the document title 'Avacta meets Novartis: Pre|CISION single and dual warheads'. Previous Corporate Deck (July 2025) had title 'PowerPoint Presentation'. I suspect no one from Avacta looks at this BB! Nor indeed TwiX.

Anyway, it is almost the same as the TD Cowan presentation deck from 4th March:

https://avacta.com/wp-content/uploads/2026/03/Avacta-Cowen-presentation-pdf_final_04Mar2026.pdf (Creation Date: 04/03/2026, 16:28:06)

With, apart from some housekeeping slides, these additional slides: 9, 10, 14, 15, 16, 20, 22, 23.

"Just for the crack" (often spelled "just for the craic" in Ireland) is an Irish colloquial phrase meaning to do something just for fun, enjoyment, entertainment, or mischievous laughs.

It is used to justify doing something trivial, spontaneous, or silly simply because it seems like a good time, rather than for a practical reason.

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How's your foot wyndbum?

Isomorphic Labs has a very impressive Scientific Advisory Board:

Jennifer Doudna, PhD — Nobel Prize in Chemistry in 2020 for co-inventing the groundbreaking gene editing technology CRISPR

Sir David MacMillan, PhD — Nobel Prize in Chemistry in 2021 for the development of asymmetric organocatalysis, a precise new tool for molecular construction

Sir Paul Nurse, PhD — Nobel Prize in Physiology or Medicine for the discovery of protein molecules that control the division of cells in 2001

Sir Menelas Pangalos, PhD — previously Executive Vice-President at AstraZeneca, where he led BioPharmaceutical research and development and the creation of the company’s new Global R&D Centre in Cambridge

Venki Ramakrishnan, PhD — Nobel Prize in Chemistry in 2009 for his work on the structure and function of the ribosome

IP business model

Gemini: Isomorphic Labs intellectual property

Isomorphic Labs, a subsidiary of Alphabet Inc. (spun off from Google DeepMind), holds significant intellectual property (IP) centered on applying artificial intelligence to drug discovery, largely built upon the AlphaFold technology. Their IP strategy aims to protect both the AI-driven drug discovery process itself and the novel molecules generated by it.

Key Aspects of Isomorphic Labs Intellectual Property

• AlphaFold-Based Platform: The core of Isomorphic’s IP is a proprietary drug design engine that leverages AlphaFold 2 and AlphaFold 3 to predict protein structures and interactions. This platform is designed to identify binding pockets on target proteins and predict small-molecule binding affinities, enabling the design of novel therapeutics.

• Proprietary AI Models: Isomorphic is developing bespoke AI models that go beyond existing public tools, allowing them to map biological and chemical "landscapes" to find promising drug candidates.

• Patents and Trade Secrets: Isomorphic protects its technological advancements through a combination of patents and trade secrets related to its AI models, computational techniques, and molecular design workflows.

• Strategic IP Management: In early 2025, the company strengthened its IP team by appointing a new Head of Intellectual Property, Caleb Bates, to manage and expand their patent portfolios, which includes overseeing AI/ML and therapeutic innovations.

• Partnership-Based IP: While much of their technology is proprietary, Isomorphic works with partners like Novartis and Eli Lilly, which likely involves negotiated IP sharing, joint research programs, and licensing agreements.

IP Focus Areas

• Small Molecules & Biologics: Their platform is utilized to generate novel chemical matter, covering both traditional small-molecule drugs and more complex biological therapies.

• "Digital Biology": They are building IP around the concept that biology can be treated as an information-processing system, with AI modeling complex biological phenomena.

• AI-Designed Drug Candidates: The actual therapeutic compounds designed through their platform are considered highly valuable IP, which are moving toward clinical trials.

Isomorphic Labs’ IP portfolio is considered a significant asset, with potential competitors closely watching how their AI-powered methodologies are patented and protected.

Firstly, the "patent cliff". Pharma really need to get active and acquiring NOW if they want new drugs coming onto the market to replace those branded drugs going out of patent protection and losing sales to generics.

Gemini: When is the oncology patent cliff?

The oncology patent cliff is heavily concentrated between 2026 and 2030, with roughly $130 billion in branded oncology drug revenue facing loss of exclusivity (LOE) between 2024 and 2029. A major wave of key biologic and small-molecule oncology drugs, including Keytruda and Opdivo, face significant patent expiries around 2028.

Key aspects of this industry shift include:

• Key Expirations (2026–2029): Significant drugs facing loss of protection include top-selling immuno-oncology agents and kinase inhibitors.

• The PD-1 Wave (2028): Many checkpoint inhibitors and biologics face steep challenges, particularly in 2028.

• Keytruda (2028): Merck's top-selling drug is slated to see its patent expire around 2028, initiating a major shift in the oncology landscape.

• Opdivo (2028): Bristol Myers Squibb faces a significant challenge with Opdivo's loss of exclusivity in 2028.

• Impact: The 2025–2030 period is seen as a "super-cliff" where 190 drugs face competition, with high-containment manufacturers needing to prepare for biosimilar and generic competition.

Companies are fighting this with, as described in the article from DrugPatentWatch, "defensive innovation" like subcutaneous formulations, as well as M&A, as detailed by DrugPatentWatch and in this LabioTech.eu article.

Also litigation vulnerability is far higher on Nasdaq. The number of vulture legal firms circulating whenever a shareprice takes a dive is sickening. Company boards really have to take care and not over-promise. Alan would have bankrupted us but I think CC and her team of Americans should be much more aware of what is right and proper and what would be pounced upon.

I'm sure Avacta will be well advised on the merits and timing of any Nasdaq listing.

Maybe LDA could get clarification for us?

Opti_mystic is correct that Avacta will have (tried to) cover all the bases in the patent application in order to protect their IP and deny Me-Too type variations. They will be working on a schematic model of how their model drug fits the FAP enzyme — lipohilic vs hydrophilic regions, electophilicity, hydrogen bonding, etc. — and will design their patent claims accordingly. We don't know what those 500+ compounds are that they've made but they will have been used to first define and then confirm their model of structure vs activity and those 500+ will be fewer than all the possibilities covered in the patent, as illustrated below.

This is the patent: https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2026002995

And this is the beginning of the definitions part (the whole lot is too long for this post) of the first claim of 11 general structural claims:

CAM is a camptothecin;

R′ is -LA-RA, hydrogen, halogen, -ORO, -CO2RO, -N(RN)2, -C(=O)N(RN)2, C1-30 alkyl, C1-30 haloalkyl, C1-30 heteroalkyl, C2-30 alkenyl, C2-30 heteroalkenyl, C2-30 alkynyl, C2-30 heteroalkynyl, C3-10 carbocyclyl, 3- to 10-membered heterocyclyl, C6-10 aryl, 5- to 10-membered heteroaryl, polyethylene glycol (PEG), polysarcosine (PSar), or any combination thereof, wherein each alkyl, haloalkyl, heteroalkyl, alkenyl, heteroalkenyl, alkynyl, heteroalkynyl, carbocyclyl, heterocyclyl, aryl, heteroaryl, PEG, or PSar is independently optionally substituted;

RA is a reactive handle;

LA is a bond, C1-30 alkylene, C1-30 haloalkylene, C2-30 alkenylene, C2-30 alkynylene, C1-30 heteroalkylene, C2-30 heteroalkenylene, C2-30 heteroalkynylene, C3-10 carbocyclylene, 3- to 10-membered heterocyclylene, C6-10 arylene, 5- to 10-membered heteroarylene, polyethylene glycol (PEG), polysarcosine (PSar), or any combination thereof, wherein each alkylene, haloalkylene alkenylene, alkynylene, heteroalkylene, heteroalkenylene, heteroalkynylene, carbocyclylene, heterocyclylene, arylene, heteroarylene, PEG, or PSar is independently optionally substituted;

L1 is a bond, C3-10 carbocyclylene, C6-10 arylene, 3- to 10-membered heterocyclylene, or 5- to 10-membered heteroarylene, wherein the carbocyclylene, arylene, heterocyclylene, or heteroarylene is optionally substituted;

R2 and each instance of R2A are independently hydrogen or optionally substituted C1-C6 alkyl; or optionally wherein LA and R2 are joined together, or LA and R2A are joined together, with the intervening atoms to form a 5- to 10-membered heterocyclic ring, wherein the heterocyclic ring is optionally substituted;

...

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THE REALLY GOOD NEWS is that all the claims are based around and include the core D-Ala-L-Pro pre|CISION dipeptide that is protected until 2035 so no competitors can infringe on the basic structure. The claims in the above patent are thus spreading the net very wide so that Avacta can claim specific structures within the coverage if THEY find better Me-Toos.

If there was a $5bn or a $10bn takeover offer it wouldn't be up to CC or shareholders to agree, it would be up to other pharma companies to decide whether to put in their own bid or to let a competitor have acces to what is effectively a better platform than ADCs — and how much is the ADC platform worth?

Well actually Knotagain by my challenge to wyndbum I was hoping people would use this thread to talk about Science Day and whether they were going but no, the fools have fallen for wyndbum's trash yet again and have made the thread all about him. Will they never learn? Ignore wyndbum. ENGAGING WITH HIM IS COMPLETELY POINTLESS.

Are you going to the Science Day wyndbum? If not, then just F off.

To all the idiots engaging with him.... WHY?.. WHY ffs?

I seem to remember CC saying in response to a question that fibrosis wasn't a goer but inflammation was. No doubt B2H can provide the exact quote and wyndbum can offer expertise on why inflammation isn't a goer either.

Anyone else going?

A very good sign of "What can they possibly have in store beyond the exatecan prodrug and dual warhead prodrug class they've already disclosed?" (Not that there will be any disclosure of anything unpatented.)