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My perfect DX sale would be the whole division along with affimer diagnostic IP.

Small royalties on future affimer diagnostics would be a bonus.

Then they could concentrate on the therapeutics division getting AVA6000 through phase 2 with cash in the bank.

It might not be Avacta putting it into clinic licence talks ongoing ……

Hi RMFatGB

Ben111 just posted thought it was his twitter playing up.

I have just checked and everything gone except replies from 2021.

So all launch and Coris takeover stuff deleted or being updated 🤷

@AvactaDx

All tweets gone :

Posts

Media

Likes all gone only Replies there but only from 2021 🤷

They all can’t be wrong and put their reputations on the line….

Alistair Smith

“I believe that we are on the verge of a paradigm shift in how chemotherapy is delivered to cancer patients.”

Eliot Forster

“And the really cool thing about our technology and there is not many companies on the planet who have this and lots are saying we want it. 
Is that we hit the barricade and the actual cancer cells themselves, both at the same time and that’s a very cool thing.”


Christina Coughlin, M.D., Ph.D

“The next frontier in oncology innovation”

Dr. Fiona McLaughlin

“While our lead pre|CISIONTM candidate AVA6000, is progressing through clinical development at pace, we continue to develop other potentially high value assets.”

Shaun Chilton

"Avacta Group is building a high value, global business that is seeking to significantly improve people's health and well-being. I am excited to leverage my own broad experience of growing healthcare businesses and working with the other members of the Board to help guide Avacta to meet its very significant potential."

Doctor William Tap (MSK

‘Overnight standard of care’

Janet Munro Head of Innovation at Novartis 
“Great news for patients.Congratulations to the Avacta team for the vision and execution. Best is still to come ….🤞

Easy hold…..

GLA

I am thrilled to join @avacta full time at such a pivotal time in the Company’s growth. Our #AVCT pipeline is truly game changing for patients with cancer and I am excited to get to work with this amazing team. #BringingHope #LetsDoThis

Christina just tweeted

#BringingHope

#LetsDoThis

😜she knows what’s coming…..

My view how this plays out:

Like Point Bio Avacta will be bought out full takeover,but will keep their name and top management and become a full subsidiary of the acquiring company.

This is a trend BP are using buying a company and letting them get on with it without the funding worries and Stock market red tape.

Avacta BOD have done a fantastic job so far so why break it.

No one knows Affimers and Pre/Cision more than Avacta BOD and staff so just let them crack on.

GLA

Occy

The reason I only comment on Avacta is because they are the only share I own on AIM.

I have held others in the past but AIM is too risky.

The rest of my portfolio a few in FTSE 100

A few in SP500 USA

My Property portfolio and small bit in a company that’s mines crypto on NASDAQ

So yes only Avacta for me on this board…

Just sit tight and wait GLA

"Targeting potent therapies to the tumour, while limiting the systemic toxicity that often characterises these therapies, is one of the holy grails of cancer drug development. The data we released today show that the pre|CISION? modification is cleaved specifically by FAP, and not by other human enzymes, and this mechanism can be used to target the activation of a chemotherapy to the tumour microenvironment, significantly reducing the systemic exposure and improving the safety of the drug.

Astrea Bio starting to see promising results of affimers through licence agreement with Avacta.

https://issuu.com/astreabioseparations/docs/a0_bpi_poster_2021_ligand_discovery_and_developmen?ff

Dated 7th November 2023.

https://issuu.com/astreabioseparations/docs/a0_bpi_poster_2021_ligand_discovery_and_developmen

Could see some royalties coming through from Astrea.

The agreement includes a £0.5 million upfront payment to Avacta which gives Astrea the rights to generate and develop Affimer reagents in-house for affinity separation. It also provides Astrea with an option to convert the agreement into an exclusive license if certain commercial performance criteria are met over the next three years and subject to the payment of an additional undisclosed option exercise fee.

 

Avacta will receive royalties on future sales of Astrea's purification products that contain Affimer reagents.

Look at this approval for Brukinsa, 86 patients with mantle cell lymphoma who had received at least one prior treatment. The trial measured how many patients experienced complete or partial shrinkage of their tumors after treatment (overall response rate). In the trial, 84% of patients had tumor shrinkage with a median duration of response (time between the initial response to therapy and subsequent disease progression or relapse) of 19.5 months.

Now look at the side effects deceased but still brutal.

Brukinsa was granted Accelerated Approval, the FDA also granted this application Breakthrough Therapy designation and Brukinsa also received Orphan Drug designation.

With AVA6000 and in AS own words PARADIGM SHIFT in oncology?

I’m convinced AVA6000 will be granted one of the above in 2024.

C7 patients at present having their tumours zapped by 385mg ,fireworks will start going off in the media very soon.

GLA

https://www.fda.gov/news-events/press-announcements/fda-approves-therapy-treat-patients-relapsed-and-refractory-mantle-cell-lymphoma-supported-clinical

Dated July 2023

A good explanation of problems treating sarcoma’s and a little mention of AVA6000 in last paragraph.

https://www.labiotech.eu/in-depth/sarcoma-research-advances/

Touk have you Touk your medicine.

JT

Agree market has overlooked ODD

First line in link:

Securing an orphan drug designation is no small feat, in part because the number of patients affected cannot exceed 200,000 in the United States.

Hope your predictions come true…

So many things can happen to Avacta in the next 6 months.

FDA Approval looks a cert after P2

Major Partnership

Massive Licence

Full T/O

But could approval come earlier ?

Paragraph below :This support can expedite the development process by providing guidance on how best to design clinical trials that meet regulatory approval requirements

Has FDA requested 2 week dosing ?????

What Is the FDA ODD?
ODD provides incentives such as tax credits, marketing exclusivity, fee waivers, and the opportunity to apply for grants to support clinical trials. It also gives sponsors access to specialized regulatory assistance from the FDA’s Office of Orphan Products Development (OOPD). This support can expedite the development process by providing guidance on how best to design clinical trials that meet regulatory approval requirements for drugs and biologics intended to manage a rare disease or condition.

https://www.ajmc.com/view/unlocking-the-benefits-of-fda-s-orphan-drug-designation

This is an interesting read collaborations with MedImmune, Avacta, and Novartis.

https://gtr.ukri.org/projects?ref=EP%2FN026322%2F1

We have also started several collaborations with MedImmune, Avacta, and Novartis to further expand our technology transfer activities. In addition to this, we are in the final stages of drafting a business plan for a UCL-based spin-off company that will commercialise our technology for cell reagents, drug discovery tool, and several applications in clinical science with our initial focus into topical administration of anticancer drugs.

Until a licence deal arrives and the SP re-rates Avacta are vulnerable to an opportunist bid from BP.

It would have to be a large enough bid to entice a lot of PI’s because Avacta board have a plan to stay independent as long as possible.

Everyone expecting a large BP such as Novartis or Takeda but there are three companies who have a lot invested and will also will be watching out for any bid.

Eli Lilly now have a Pre/Cision licence and will be privy to a lot of P1a data.

LG Chem will now proceed with Investigational New Drug (IND) enabling studies for Affimer PD-L1 antagonist programme.They can see exactly what affimers are doing.

Daewoong

Avacta own a third of joint partnership in Affyxell and would not like to see BP come in on that deal.

Could one of these pounce only Eli Lilly have the muscle to take a full T/O

But the Korean’s could take the Affimer platform.

GLA

Actually they didn’t announce the deal by RNS until 3rd Feb a few weeks after the JPM conference.

https://avacta.com/avacta-and-daewoong-agree-collaboration-and-license-agreement-with-affyxell-therapeutics/

You don’t hire a deal maker on a six figure salary and have him sit behind a desk, when the biggest Bio M&A conference of the year with all the major BP attending starts next week.

They will RNS it like the last licence deal they did at JPM in 2020.