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"You're all wrong"

HarChris, are you saying what I wrote was wrong?

Well look on the ASCO conference site for the abstract submission deadline and marry that with published Phase 1b cohort sizes from Avacta slide decks and their cut off dates and you'll have an idea of when the data cut off was for the abstract.

As regards "false hope", do you think the share price decline in recent days was related to this then-unpublished abstract?

Correct me if I'm wrong but I think the conference poster process goes something like this:

Scientific/medical teams submit abstracts of their work to the conference organisers way ahead of the conference (there is a deadline date for this). The conference organisers select which teams' work will be shown off as poster presentations. The successful teams then prepare their posters for the conference — and those posters will contain their most recent data.

So we now await publication of the poster with fuller details and more recent data.

Today's release is the abstract for the poster. The poster gets released on the day of the conference, maybe a bit later online (check).

An NDA doesn't necessarily give access to all data.

SundayOff has cracked it! We're all mugs and the cat is out of the bag — AVA6000 was Ribena all along!

So come fill up your mugs and sing along with me... Zooby doo, Zooby doo, Zooby doo, Zooby doo, Zooby zooby zooby doo

https://www.youtube.com/watch?v=HTOP6TOJwOI

Are ADC toxicities associated with characteristics of the antibodies or the warheads?

Gemini:

ADC toxicities are primarily associated with the warheads (cytotoxic payloads), although both antibody characteristics and linker stability play crucial roles in dictating the overall safety profile.

1. Warhead (Payload) Characteristics

The cytotoxic drug—or warhead—is the main driver of ADC toxicity. Because these are highly potent compounds, side effects closely mirror traditional chemotherapy (e.g. neutropenia, thrombocytopenia, nausea).

• Drug Class: Toxicities are highly class-dependent. For example, microtubule inhibitors (e.g. MMAE) often cause peripheral neuropathy, while topoisomerase inhibitors (e.g. deruxtecan) have a notable association with interstitial lung disease (ILD).

• Bystander Effect: Hydrophobic warheads can cross cell membranes after release, diffusing into adjacent, antigen-negative healthy cells and causing collateral damage.

2. Antibody Characteristics

The antibody serves as the delivery vehicle, guiding the warhead to the tumor antigen. Its characteristics determine where the toxicity occurs.

• On-Target, Off-Tumor Toxicity: This occurs when the targeted antigen is not exclusive to cancer cells but is also expressed on healthy tissue. The antibody binds to the healthy tissue, bringing the toxic warhead to the wrong locations (e.g. liver or skin).

• Non-Specific Uptake: Structural features of the antibody's Fc region can lead to unintentional, non-target uptake by healthy immune or stromal cells, releasing the toxin in unintended areas.

• Immunogenicity: The human or humanized nature of the monoclonal antibody dictates the potential for the patient to develop anti-drug antibodies (ADAs), which can trigger systemic allergic or inflammatory reactions.

The Role of the Linker

The chemical linker holding the antibody and warhead together is equally important. If the linker is unstable, premature cleavage occurs in the bloodstream, unleashing the free warhead systemically and overriding the targeting benefits of the antibody.

What's your interpretation of this Bella?

These AI summaries are limited by the sources they consult. They really don't add anything to what the, quote "well researched investor", doesn't already know.

It's actually — ...Alt+0151 — much more distinguished than -

I've found that filtering the weasels — don't forget eggy/NDN/Thornogson/Teabag66 — and the fools that do nothing but respond to them has made the BB actually quite readable.

Https://www.asco.org/abstracts-presentations/264652/

Absolutely true cindercone. wyndbum shows clear narcissistic personality disorder traits.

Narcissists are famously—or infamously—untreatable because the first step of realising what they are is impossible due to their self-aggrandising nature and sense of their own infallibility.

I also am working on the round number of 500m shares and by my calculation with loan and interest paid off at 75p, the warrants bought post-7 April 2027 at 63p (£2.75m) and the remaining 9m shares issued at 75p (£6.75m) that totals £9.5m of funds available. Not the greatest amount, not like funding from some licensing or partnering deal, but enough to keep the lights on until there is that first deal.

And if it grows to 550m shares — an extra £37.5m raised at 75p per share or £75m at £1.50 — then that's an awful lot of cash to run the business. Double those figures for 600m shares. All peanuts compared to what the value of the company could be a year or two down the line.

"You think that only bio-chemists know whats going on? in which case why is the SP 80p?"

That's a very good question. If only biochemists know what's going on that means everyone else doesn't and is using standard models of valuation of small biotech and clinicl trials which, er, sort of explains why the share price is 80p.

Https://www.asco.org/abstracts-presentations/264652

Maybe a diagnostic payload for cancer patients in remission, an annual check for the FAP level if that would be indicative of the cancer returning.

That's one way of looking at it Bella. Another is that they would be scared of being competed out of the market, lose a major source of their revenue, have to make redundancies and close sites, and ultimately even be taken over by another farmer company – maybe the one that brought into the superdupa new tech.

Agreed NFTs.

Specificity for FAP has been proven – has to be proven in vitro and in vivo – for each candidate, including AVA3996.

Safety and tolerability, targeting and initial efficacy have been proven in the clinic with assays, biopsies and scans.

Dox is dox but our dox is like no dox ever seen before because no one has ever concentrated so much dox in the target area before.

The analysts model is way out for AVA6000, as it will be for all following candidates, but that is to our (as investors) advantage if we are ahead of the game here. Sure, even with the science locked down, there may be issues around funding but then it comes down to faith in management and I believe we have a highly competent management team now.

Such a pity the Conservatives didn't do anything about this during their 14 years in power.

Https://avacta.com/amendments-to-the-convertible-bond-and-equity-fundraise-of-3-25-million/

Amendment to the Convertible Bond

• The October 2025 quarterly repayment and interest on the Convertible Bond will be paid in cash;

• Quarterly Convertible Bond repayments and interest in respect of 20 January 2026 and 20 April 2026 payment dates will be deferred until 20 October 2027 (together, the “Deferred Repayments”)

• Upon the earlier of (i) the date on which the Company publishes the data readouts of its Phase 1b trials of FAP-Dox (AVA6000) in triple negative breast cancer and (ii) 30 June 2026, the Bondholder will have the right to accelerate the satisfaction (in cash or shares) of one of both the Deferred Repayments and in addition, from 1 October 2026, at any time accelerate the satisfaction of the quarterly repayments on the Convertible Bond, subject to a maximum of one acceleration per quarter

• The conversion price of the Convertible Bond is to be set at 75.0 pence, previously set at 88.72 pence under the terms of the reset conversion price as announced on 22 April 2024. The relevant share settlement price in relation to the quarterly repayments and interest remains calculatable based on the then prevailing VWAP.