Member Info for jmfw

Venture Road look another interesting connection.

https://www.venturesaccelerated.com/for-investors

A partnering company at the BIO International Convention is an organization registered to attend and use the BIO Partnering™ platform to schedule business development meetings with other attendees before and during the event.

To contact Christina Coughlin send an email to coughlin582@gmail.com or christina.coughlin@avacta.com.

Thought this a balanced, & informative article:

https://business-news-today.com/avacta-avct-at-aacr-2026-what-the-san-diego-data-presentations-actually-mean-if-youre-holding-shares-through-the-trial/

The fait accompli nature of the recent placements are ideal. The subsequent retrace has allowed those with a long term view to add more at/close to, the offer price. There is no drawn out anticipation in which time the sp dwindles Company satisfys it's aim & job done. It might be that the deal with those HNWIs was they unload at least some so retail investors can also get a chance at a discount. Who knows?

Personally, think timing ok. There probably would have been a sp drop due tax year end. However, we go into the new tax year with funding & some expectation of exciting news in the near term, unless we get a rns next week advising trial stopped.

According to AI:

In cancer drug trials, **"treated" refers to patients receiving the actual drug or intervention**, while "dosed" typically refers to the specific amount of the drug administered to patients during the trial. Both terms are crucial in understanding how the drug is evaluated for safety and effectiveness.

That's the major take out for me.

The others I like are the timing & comparison to enhurtu. Think the message to the industry is loud & clear.

Https://www.lse.co.uk/rns/AVCT/year-end-trading-update-63xrambu5i622u5.html

Under heading: Outlook for 2026

Thought this an assessment well worth a read.

Courtesy of Mark Mitchell:

https://x.com/emily1katie/status/2005573542134309314

AI Summary:

In summary, while "quite" in British English often suggests a moderate degree, in American English, it usually emphasizes a stronger, more affirmative sense. This can lead to misunderstandings if not considered in context. Understanding these differences is crucial, especially in cross-cultural communication.

Interesting view from Sean Dent:

https://x.com/SeanDentBsc/status/1998772886362890463

Interesting?

Courtesy TomtheBomb:

https://x.com/tom_the_bomb__/status/1991623087557841245

Courtesy tom the bomb:

https://x.com/tom_the_bomb__/status/1988949973682254243

P1b data before this?(28 Nov?)

28 November?

Courtesy of Allie:

https://x.com/Allie_aa_/status/1988536949972316615

Wyn

"This trial is slipping it seems to me, quietly by."

Are you suggesting it will be a non-entity, & forgotten?

"AVA6k, it seems to me, has turned out to be very much a trial and error approach"

It's a trial, so what/where do you think the errors have been?

"thats not the story we were sold at the time or all through P1a and into the start of P1b"

What 'stories' have been told, & by whom?

Rolled into the interims?

Avacta is not a one trick pony; it has a platform. Accordingto CC, to cement interest the platform must demonstrate that more than one drug can be 'launched', & 6103 will achieve that.

Together with the likely (very) positive P1b data, I'm it will be not too long before the Company enjoys much more attention, & will be in a much better negotiating position.

H4.

"Novartis can never be done” when it comes to major acquisitions in its sector as it always needs to look for the next “great asset,” CEO Vas Narasimhan told CNBC."

The headline is somewhat misleading as it leaves out 'Novartis'. The CEO is saying they will always be interested in new/disruptive technologies.

Https://www.cnbc.com/2025/10/28/novartis-has-firepower-for-big-ma-deals-says-ceo.html