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Ice, read it again, that exactly what i said.

Wyn, I think you’ve got the cards stacked against you on this one.

CC is smiling like the Cheshire Cat — and she knows exactly why. The team does too.

Avacta being listed at ASCO isn’t some casual footnote. It’s the biggest moment in the company’s history. You don’t get accepted into ASCO — especially with MD Anderson fronting the abstract — unless you’re confident in the data you’re about to show.

ASCO is where global oncology meets.

Big Pharma will be there.

Meetings don’t need to be publicly announced.

Doors don’t need to be forced open — they just need to be left ajar.

And that’s Avacta’s entire strategy:

collaboration, partnering, platform‑level potential.

In my humble view, this is the moment Avacta steps onto the global stage. Up the SP.

I really dont think a deal will be signed based on 6000 data alone end June, if positive SP likely is to rise to £1. 6103 data wlll be available probrably Q3 with possible deal Q4 post verification. When deal done to maximise potential SP may rise 100-300%, worth waiting for, be nice for Christmas. Any which way looking good IMO.

Hi LB, AIM is completely frozen from 16:30 to 08:00, so nothing that happens in the UK can move the valuation overnight.

But the US line (AVCTF) continues trading until 21:00 UK time, and market makers use that US session to set the indicative opening price and market cap for 08:00.

So any change in market cap between the UK close and the UK open is effectively the ‘US sentiment adjustment’.

It’s not that the US trades on AIM — it’s that AIM reprices because of the US session.

On the market cap vs share price point: they’re mathematically linked, but institutions screen on valuation bands, not the last traded price.

Crossing thresholds like £500m, £750m, £1bn changes which funds can invest, so market cap is the cleaner indicator of how the company is being classified.

US investors can buy AIM shares, but most US brokers don’t offer AIM access, so they use AVCTF instead. That’s why the US line matters.

Hi LB, AIM is completely frozen from 16:30 to 08:00, so nothing that happens in the UK can move the valuation overnight.

But the US line (AVCTF) continues trading until 21:00 UK time, and market makers use that US session to set the indicative opening price and market cap for 08:00.

So any change in market cap between the UK close and the UK open is effectively the ‘US sentiment adjustment’.

It’s not that the US trades on AIM — it’s that AIM reprices because of the US session.

On the market cap vs share price point: they’re mathematically linked, but institutions screen on valuation bands, not the last traded price.

Crossing thresholds like £500m, £750m, £1bn changes which funds can invest, so market cap is the cleaner indicator of how the company is being classified.

US investors can buy AIM shares, but most US brokers don’t offer AIM access, so they use AVCTF instead. That’s why the US line matters.

It’s becoming increasingly important to watch Avacta’s market cap and how US sentiment (via AVCTF) influences the 08:00 UK repricing. AIM is frozen overnight, so any market‑cap shift at the open reflects US trading behaviour directly.

Avacta’s long‑term strategy is clearly US‑centric, and a NASDAQ presence would naturally increase US liquidity and visibility.

Market cap is a far better indicator than share price — institutions screen on valuation, not the last trade.

Biotechs typically attract broader institutional interest once they move into the £750m–£1bn range, so watching market‑cap progression is key to understanding the company’s trajectory.

I think SP is now fully compressed, the trigger wll be pulled shortly and up we go. £1+. IMO!

Well done Winny IMO, you offer a balanced opinion representing the current state of affairs. I had prostrate cancer fortunately caught very early, had RT now in a good state and decided to invest in Avacta. I believe in the science and have little medic experience other than the objective. What impresses me is the company and financial structure and intention to replicate Avacta on Nasdec. The CEO is there, the science is there, the structure is there and IMO we’re onto a winner, the beneficiaries being those suffering from Cancer and us benefitting from a serious financial benefit. See what happens post May 6th. Roll on £1 + and lots more. I only hold a few hundred K but hope the objective is achieved and the cancer sufferers and many other people suffering from other illnesses may be able to benefit from this unique method of delivering medication at higher levels with least consequence. I believe CC.

Positive update prior to raise of 20m

Best guess 16th 80p 17th RNS 90-95p OPTIMISTIC but won’t be long.

Avact has to raise money before June. IMO No partnership before results, hence their must be a share issue in coming weeks. Avacta has to ensure SP stays 70’s-80’s to make share issue viable. I expect share issue will occur March April Latest. Hold onto your hats or wallets.

How does this relate to Precision?

Radioligand Therapy (RLT) is a precision cancer treatment from Novartis that combines a targeting compound (ligand) with a radioactive isotope. It works like a homing device, binding to specific cancer markers throughout the body to destroy tumor cells while minimizing damage to healthy tissue. Novartis is a leader in this field, focusing on prostate and neuroendocrine tumors, with expanding pipelines.

Novartis

Novartis

+3

Key Aspects of Novartis RLT:

Mechanism: RLT consists of a ligand that binds to specific cancer cells and a radioisotope that delivers targeted radiation to destroy them.

Targeted Cancer Types: RLT is currently used or investigated for advanced prostate cancer, neuroendocrine tumors, and other solid tumors.

Precision Medicine: This approach allows for the treatment of cancers that have spread, aiming to improve quality of life and extend survival.

Manufacturing: Due to the radioactive components, RLT requires specialized production and logistics. Novartis is expanding its global network of manufacturing sites, including new facilities in the U.S..

Administration: It is administered via intravenous infusion.

Novartis

Novartis

+5

Novartis has established a comprehensive "RLT Institute" and specialized "RLTCare services" to support healthcare professionals with training, logistics, and patient management.

I agree. CC Presentation left me concerned, the rhetoric and presentation to demonstrate a visual aspect of 6000 was amateurish using a mobile phone and mouse was extremely poor. I thought at the time if you want to get the picture over use an egg, the shell being 6000 and the single or double yoke being then meds. The shell breaks when it meets cancer cells, the yokes are exposed to do there work making new life. So simple and an easy to understand to get her point across. Using a phone showed it was ad hoc and added without thought. Poor presentation, no funding indicator and times running out. Hopefully she will do better next time otherwise were in the cacky.

Ice I agree totally and have always noted Avacta seem to have a close association with Novartis over several years. Avacta pursuing Nasdaq only makes sense with a partner. We will have to wait and watch this space. Don’t think drug progression results will make affect SP too much whilst a funding announcement is paramount to Push the SP up. Will have to wait and watch. Re 6103 and next phases will need serious cash.

Phase 1b Completion is scheduled for end Qtr 2 26, this providing a potential partner to reach sufficient confidence to invest. Problem is Avacta ar burning £10 Mil Qtr, the cash will run out simultaneously to the completion of Phase 1b. To wait this long without additional funding will weaken their position for best negotiation. The introduction of 6103 can only increase the cash burn. Am unsure whether partner will lock in at an earlier stage, potentially leaving a major funding issue that will hit the SP. A partner needs to be secured providing £30-50 mil before end Q1at the latest to provide stability to Avacta, otherwise a serious dilution is inevitable Q2. From here on to end 26 H1 is going to be all about funding.

Did I see a recent comment on Here that CC was now instructing their Fund support team to pursue a partnership, I assume there are a few watching closely.

Picked this up via AI.

Yesterday (4 December 2025), Avacta Group held an investor presentation in London focused on its therapeutics strategy and AACR 2025 data updates. The outcome was positive market reaction: Avacta’s stock price rose sharply, trading above its 200 day moving average and closing at GBX 78.50, with Peel Hunt reaffirming a “buy” rating and a price target of GBX 99.

🧬 Presentation Content

• Focus:

o Reinforced Avacta’s transformation into a pure-play oncology therapeutics company.

o Highlighted Phase 1 AVA6000 (FAP Dox) data presented at AACR 2025:

 No severe cardiac toxicity.

 Progression-free survival nearly doubled vs benchmarks in salivary gland cancers.

o Showcased preclinical AVA6103 (FAP EXd) data with durable complete responses in resistant tumor models.

• Strategic Update:

o Emphasis on the pre|CISION® platform as a differentiated approach to tumor targeted chemotherapy.

o Cash runway extended into Q1 2026, supporting ongoing trials.

o Commitment to focus resources on oncology pipeline rather than diagnostics.

📊 Market Outcome

Metric Before Presentation After Presentation Implication

Share Price ~GBX 51–55 average GBX 78.50 close Strong investor confidence

200 Day Moving Average GBX 51.89 Surpassed (traded as high as GBX 81) Technical breakout

Analyst Rating (Peel Hunt) Buy, target GBX 99 Reaffirmed Institutional support

Trading Volume Normal daily avg 1.32M shares High investor engagement

⚠️ Risks & Considerations

• Early-stage data: AVA6000 remains in Phase 1; larger trials needed to confirm durability.

• Funding: Despite runway to Q1 2026, Avacta will require partnerships or capital for Phase 2/3.

• Competitive landscape: ADC leaders (Seagen, AbbVie) already have FDA approved products; Avacta must prove differentiation.

• Regulatory precedent: Novel PDC mechanism will face scrutiny on reproducibility and long-term safety.

🔎 Strategic Takeaway

The London presentation was essentially a confidence-building exercise: Avacta tied its AACR data to a broader narrative of cumulative harm reduction and strategic focus on oncology. The immediate outcome was a surge in investor confidence, reflected in both technical trading signals and analyst reaffirmations.

I have a significant share holding initially purchased a few years ago when diagnosed with early prostate cancer now clear due to Radiotherapy. Always view Wyndrums posts with interest as views are realistic and subjective. I hold a similar view, if positive 1b data is forthcoming over next 6 months a licensing deal will come to fruition probably with Novotech generating 50-100 million possibly increasing the share price to £2.70 H1. Speculating at massive increases is with the fairies for at least another 3 years. Carry on Wyndrum.

I have a reasonable share holding initially purchased a few years ago when diagnosed with early prostate cancer now clear due to Radiotherapy. Always view Wyndrums posts with interest as views are realistic and subjective. I hold a similar view if positive 1b data is forthcoming over next 6 months a licensing deal will come to fruition probably with Novotech generating 50-100 million possibly increasing the share price to £2.70 H1. Speculating at massive increases is with the fairies for at least another 3 years. Carry on Wyndrum.

Given the size of the pharmaceutical market in the US, sales must be a prime objective. Whether 5 years + for approval Avacta must position itself to cover US tariffs for the future, they won’t be going away even when Trump departs. IMO it puts pressure on Avacta to achieve some form of deal with a company like Novartis who have US subsidiaries sooner rather than later. Don’t think the US office is able to offer any benefit.

How will Trumps (25%) Tariff introduction affect Avacta. Will the US office be able to negate this Risk in the future. Interesting to follow.