Member Info for Energyshares

19/21 mice sorry thumb typing on my phone

Amazing results

CC has played a blinder with 6103.

The results 18 out 21 mice with complete regression are outstanding.

The BOD has taken a lot of stick lately for not putting a deal in place, but knowing they were sitting on this data they have been playing BP.

IMO

Avacta will be sold to the highest bidder towards the end of the summer the action starts any time now.

My reasons :

1. BP won’t want to share the platform it’s too valuable why would they share a platform worth billions in revenue with their rivals.Now that this extra data has been made public, BP boards have been put on notice.

Full T/O pending patent approval in September.

2. BP will want to control the trials of 6103 they won’t be like Avacta putting one at a time through IND, Avacta have done the work for 4 indications which BP will put to IND with many more of the 90% solid tumours to follow ASAP.

3. This is the most important they will want to keep the Team together these scientists have done a incredible job and are leading the world in FAP, the BP company that wins the bidding for Avacta will probably triple if not quadruple their salaries to keep them together.

CC and AVA6103 (Beauty and the beast ) will become more famous than the Disney version.

GLA……..

This looks interesting….

Look who is sponsoring the event.

PLATINUM SUPPORTER

Leerink partners

This oncology-focused event is once again attracting researchers and industry partners to share innovation strategies for drug development and presenting analysts and investors with new partnership and licensing opportunities to advance these concepts.

https://www.aacr.org/meeting/aacr-oncology-industry-partnering-event/

For a small AIM biotech they have some of the world’s oncology big hitters involved.

#HolyGrail

Presenter/Authors

Gezim Lahu1, Udai Banerji2, William C. Tap3, Natalie Cook4, Jeff T. R. Evans5, Ruth Plummer6, Alan Anthoney7, Christopher Plummer8, Rhona Dawson4, Paul Loadman9, Huw Jones9, Nelson Kinnersley10, Ruairidh Edwards11, Curtis Rink12, Ellen Watts12, Gilad Gordon12, Lee D. Cranmer13, Chris Twelves7

The science has produced the Holy Grail.

SP £0.30p

BP 1 makes cheeky bid for £500 million

SP rises

BP 2 is not going let them have the HG for that,bids 1 Billion

BP 3 wants the HG and enters bidding

BP4, BP5 ,BP6 etc…..

It’s going to happen.

Stop listening to trolls PI’s would back a raise for 25 million to get rid of CLN tomorrow over subscribed last time now they have 3 and 1/2 years of data and a platform validated.

Avacta are playing the game going it alone but BP will take them out this year…

GLA …….

These AVA6000 data along with the preclinical PK data with AVA6103 have informed the predictive modeling to support the clinical development of AVA6103 by optimizing the delivery of the exatecan payload.

With these results could we see 6103 IND earlier than they expected.

I knew I should have invested in Pitchforks 4U.com

Why is everyone on twitter and here so angry about paying in shares.

The BOD need to keep hold of as much cash as they can to keep the trials progressing until a T/O or partnership arrives.

We all know if a T/O or partnership doesn’t arrive in the next 3-4 months then Avacta will have to raise and it will be at a much lower price than the CLN paid today and the next CLN.

They have already put in the deck they will have enough data later this year to secure a partnership.

Everyone needs to chill and let the BOD sort out Smith’s mess and progress the science…

GLA……

It looks like BG has sold following downgrade in Q4 2024 from Deutsch Bank’s corrupt broker with his grudge against Avacta.

There note states sold from Q1 Jan 1st 2025.Avacta BOD could have rushed out Jan 16th RNS to counteract the efficacy position.

BG could have egg on their faces in the next few weeks.

GLA…..

Grant to put affimers instead of antibodoes in diagnostics.

If successful, this project has the potential to save immediately three goats….

I wonder if these three goats hang around this board every day.

https://nc3rs.org.uk/our-portfolio/direct-replacement-secondary-antibodies-affimer-proteins-lateral-flow-devices

CC quiet on social media following months of tweets #Let’s do this

#PeptidesCreateHope

“Avacta has multiple discussions ongoing around the use of this technology.“

Broker note.

Three posters in one conference with another conference a month later?….

STS still mentioned in RNS’s and still recruiting in trial but dropped from Deck.

SC very well connected in City and BP board rooms but very quiet.

New CFO, NOT appointed to board…

Clues are there we will all find out soon….

Current clinical practice in the United States, as described by the National Comprehensive Cancer Network guidelines, recommends the use of doxorubicin and liposomal doxorubicin as single agents in the treatment of triple negative tumors and tumors with germline BRCA1/2 mutation

Doxorubicin, in a single chemotherapy agent system, is administered in 60–75 mg/m2 doses every 3 weeks in combination with the recommended cardio-protective drugs to account for the high risk of cardiac toxicity (26%)

Bodes well for AVA6000 they can eliminate cardio drugs from the Chemo.

Once TNBC data starts to be fed into the market the Big BP scramble starts…..

GLA

Avacta needs to sell the DX division to become a TX business for Nasdaq II’s

My question is who do they sell the DX affimer IP to ?

They couldn’t of sold it with the Launch sale, because that was sold at a loss.

Coris still to sell have Avacta attached the affimer IP onto the Coris sale price ?

If not and Coris sells at a loss.

Avact become a TX business with Affimer IP ( Animal Affimers)for TX side of the business,but they will still own DX Affimer IP ( Plant based affimer.) for diagnostics.

Do they sell this DX IP separate in another sale ?

Can they be classed as a TX company while holding DX IP ?

The clues are there:

First CC saying Breast cancer would cost too much to put into trials, Avacta haven’t the funds to support a BC trial,then five months later Avacta pivot to TNBC.

Then Dr Virgilio Sacchini

A Breast cancer doctor at the MSKC that none of us had ever heard of come out in an interview on the 15th December 2024 and quote:

“It is like having a rocket with a nuclear bomb inside, and the rocket is directed right away to the cancer cells – not to the body, because it would destroy the body, but to the cancer cells – and therefore able to spare the other parts of the body. Avacta has an incredible technology”

And another quote:

“Once we prove that the combination of the medication with the Avacta technique works, of course it is approved and you can be cured everywhere in the world.”

Why would it say that without seeing any evidence, Why would he put his reputation on the line for a small British Biotech.

The interview was conducted around the time we now know the RDE cohort finished.

The clues are there we just need to know which BP is funding it and when they announce the deal….

GLA

Stodgy are you Rah 😂😂

Look for SC to say “judge us in 6 months” he must of knew he would be held to that,and I think they were in discussions that he thought wouldn’t take longer than 6 months.

Deadline Dec 24 then Jan 25 radios silence from BOD.

imo that deal has been high jacked by another BP.

Let’s see what AACR brings….

GLA

Management to release P1b end of 2025.

They only have cash to keep the lights on until Q1 26.

So raise or licence deal or full T/O in the next 6 months is a cert.

imo they have done a deal for STS TNBE and SGC all to same BP but another BP has countered hence the radio silence.

BOD can’t be as stupid as AS and TG to leave funding this late.

This one line highlighted in bold

Novel data from our strategic collaboration with Tempus AI

continues to be reported, including at the AACR Annual Meeting in Chicago.

Roll on AACR new data and BP news would be very welcome….

£12.9 million completed a month early that’s about £1/2 million in interest gained well done Avacta.

I would go for both.

AACR for an updated poster on AVA6103.

ASCO for Presentation updated results AVA6000.

Chicken or Egg

What comes first ?

Is it a partnership or T/O with FDA approval looking likely in P2 for SGC if not before with these exceptional results coming out of the trial.

Avacta need to secure a partnership to fund P2 and P3 once on the market, also I think FDA needs to see GMP in place for manufacturing and distribution before approval.

BV has experience of GMP, Am I right BV ?

Avacta need a BP company to take SGC to market but will a BP company want just a partnership ?

The bigger prize is AVA6103, Will they want the whole platform and not share it with competitors.

Next few months are going to be very exciting…

GLA…