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Posted by Omar …

https://x.com/ValueAimTrader/status/2063020653192925262

BP and Eco Atlantic to start seismic surveys of PEL97, 99, and 100. PEL94 adjoins 97 to the West, and 99 is one block removed to the South.

The ‘golden path’ (or path to Gold) for GEO is surely a farm out of PEL94 to fund Gorge and Juno exploration.

Gold may be experiencing a short-term ‘pull back’, but the longer-term prospects seem very positive – not least with ‘de-dollarisation’, ‘fiat currencies under stress worldwide and the possibility of Gold (once again) providing currency backing.

GLA

Updated today ...

https://avacta.com/privacy-policy/

Spot the changes?

GLA

This undoubtably shows huge confidence and is equally important as Richard Hughes elevation (which is very good news) …

“The Company is conducting a recruitment process for a non-executive Deputy Chairman who will serve as the Senior Independent Director, with proven international expertise in the biotechnology sector, to support the Board as it guides the company through the ongoing development of its pipeline and engagement with potential partners from the pharma sector. The process is currently ongoing to recruit an individual to fill these roles.”

GLA

Now published in the Journal of Clinical Oncology (just the same abstract though) ...

https://ascopubs.org/doi/10.1200/JCO.2026.44.16_suppl.e15113

Looking forward to a more comprehensive 'data drop' (as CC has suggested), perhaps along with an FDA update, or even a licensing deal?

GLA

The ‘edit’ is (more-or-less) really just about removing questions from the audience.

11 days ago a confident and enthusiastic team delivered this live, today management are happy to release the science content without ‘adjustment’ or ‘caveat’, etc.

In the meantime, the trial has progressed …

Draw your own conclusions.

GLA

@Steadyman, yes - thanks for correction, mixing 6000 and 6103 updates!

(Good plan re 'addings', and agree on possible TO by year end).

GLA

Seminal day.

Confidence super high across all team members, CC absolutely on top of subject area - breadth and depth

Some deeply technical (new, I think, to investors) chemistry noted by CC and Francis – I need to read up!

PDX data suggests AVA6103 so much better than both Enhertu and Datroway (based on published data).

Data for multiple measures - tumour selectivity, drug ‘on target’ / in plasma, release rate, etc., all indicative of a significantly (massively) superior product.

Trial design focused on rapid progress while minimising risk (24 hour ‘stagger’ between subjects dosed, etc.). New indications added.

Dr Spira engaged, excited.

Avacta regulatory guy (ex-FDA, very confident) intimated that FDA will make ‘data driven’ decisions (they already did re dosing limits), CC noted 2 major data drops for AVA6000 by end-H2.

Very excited about AVA6207, lot of progress being made, many molecules being tested, could go on …

AVA6000 data and two conferences to come by end June, AVA6103 progressing at pace.

GLA

Keytruda (Pembrollizumab – targets PD-1 receptor / blocks PD-L1 ligand) annual sales ~$30bn, patent cliff from 2028 (US) through 2031 (Europe).

The pre|CISION™ platform could deliver both checkpoint inhibitors and chemotherapy directly to the TME by targeting FAP expression.

Massive potential in Avacta throughout the pipeline– AVA6000 (Dox – roll-on FDA ‘fast track’, SGC update, etc.), AVA6103 (Exatecan, trial underway – Enhertu under threat), AVA6207 (TOPO-1 / DDR – partners?), AVA7100 (Affimer drug conjugate – could be used to delivery immunotherapy payloads).

BP need to protect their futures.

GLA

Yep, BP to be operator and 60% partner (with ECO Atlantic) in PEL97, 99 and 100 …

https://x.com/ValueAimTrader/status/2048080658644504681

https://www.bp.com/en/global/corporate/news-and-insights/press-releases/bp-acquires-interest-in-three-namibian-exploration-blocks.html

Immediately to the West of PEL 97 lies our PEL94 (and BP/ECO PEL 99/100 one block removed to South).

Namibia is stable, has excellent infrastructure, and (stating the geographically obvious) doesn’t need ‘straits’ or ‘canals’ to ship oil.

Surely a deal not too far away?

(New poster here, but invested for a while).

GLA

Slide 11 - 2 indications added (CRC – Colorectal, and HR+ Breast Cancer). Only ~3 weeks in and the and trial is being expanded.

Slide 12 - Again highlighting the advantage of 6103 delivery of Exatecan vs Enhertu / Deruxtecan.

Draw your own conclusions.

GLA

Https://www.youtube.com/watch?v=00UvubCGPas

I think recorded before AVA6103 first treatment.

Overall, just hugely enthusiastic and positive. A couple of snippets …

~24:25 Re AVA6000 - ‘any kind of breakthrough … fast track?', CC – “stay tuned …”.

~27:20 “Moving towards a partnership for that one” [AVA6000].

GLA

Banerji et al ...

Abstract 7173: Mechanistic studies of fibroblast activation protein activated prodrug AVA6000 in pancreatic and liposarcoma models

https://aacrjournals.org/cancerres/article/86/7_Supplement/7173/780950/Abstract-7173-Mechanistic-studies-of-fibroblast?searchresult=1

AVA6103 ...

Abstract 5846: AVA6103 is a FAP-enabled pre|CISION®peptide-drug conjugate delivering sustained release of exatecan in the tumor microenvironment with potent antitumor activity

https://aacrjournals.org/cancerres/article/86/7_Supplement/5846/781346/Abstract-5846-AVA6103-is-a-FAP-enabled-pre?searchresult=1

AVA6207 ...

Abstract 5656: Characterization and translational development of novel pre|CISION® technology compounds delivering complementary dual payloads to the tumor microenvironment following FAP cleavage

https://aacrjournals.org/cancerres/article/86/7_Supplement/5656/776784/Abstract-5656-Characterization-and-translational?searchresult=1

GLA

@cj62, Speculation is that something out of Isomorphic collaborations gets to IND by end 2026. In the meantime, with the FDA wanting to speed things up, a big focus will be on the reliability of AI simulations of drug interactions in the body. Interesting to see how this develops.

My main point, though, is that right now we are extremely well positioned, and have the momentum to follow through to commercials – preferably acquisition.

GLA

This seems likely to be the future ?

https://www.isomorphiclabs.com/

Brain child of Demis Hassabis, the next ‘thing’ after AlphaFold, and backed by Google/Alphabet.

Partners include – Lilly, J&J, and Novartis, since 2024. Funding is not a problem - $600m raised last year, plus the ‘promise’ of ~$1bn’s in milestone payments from the BP partners.

However (please check and confirm this), as yet, no IND’s, no trials, and no patents.

Avacta has a platform - pre|CISION®. We know that in ‘gen 1’ form ‘it works’™ - i.e. AVA6000. Seemingly (at least tacitly) endorsed by the FDA by virtue of the removal of dosing restrictions. Looking forward to data updates.

‘Gen 2’, i.e. AVA6103, in trial, no bad news, CC (who will have as up-to-date info as there is) seems exceptionally positive.’ Again, looking forward to updates.

‘Gen 3’, i.e. AVA6207, looking good in pre-clinical – more to come later this year.

We (Avacta human scientists) have done the platform design, trials are ongoing, we have data, we have patents.

We have (again, form your own views here) ~4-5 years on the above AI. But AI will accelerate.

The patent ‘cliff’ is looming in 2030 for some hugely profitable drugs. My take is that BP cannot afford to wait for the AI drug discovery platforms.

With pre|CISION® Avacta may well go down in history as the last truly great ‘human’ designed and delivered cancer treatment platform before AI dominates?

Our future could well be this year.

GLA

From Avacta slides (PDX model data) …

“The intact PDC is detectable in the tumor for >5 days, acting as a payload reservoir”.

“Released exatecan is detectable in the tumor within minutes and extends for >5 days at concentrations that kill highly resistant tumor cells”.

“Plasma levels of released exatecan are not detectable after 4 hours, resulting in a highly favourable tumor-to-plasma ratio”.

Minutes, hours, ~5 days.

Guess not too ‘long till we know’ more about what really matters then?

GLA

Https://x.com/hughesy0707/status/2037440071658266819

“Retention of 100% of our pipeline remains overwhelmingly in the best interests of #AVCT shareholders, for now”

For now – ‘For sale’ sign up for AVA6000? In whole or by indication?

GLA

CC sat next to Gregor Fachinger (Oncology Business Development for Merck KGaA, Germany – as opposed to Merck & Co., USA).

Merck KGaA have trials underway for Tuvusertib (ATR inhibitor) and M9466 (PARP inhibitor).

AVA6207 dual-payload involves a DDR agent (ATR or PARP), in addition to the warhead (say) Exatecan or MMAE.

Purely for informational purposes.

GLA

Ps – time for a proper commercial ‘thing’ soon (maybe)?

Https://x.com/coughlin582/status/2027445527025991933

Certainly some ‘nice comments’ in praise of the fantastic Avacta scientists. In fact, I would say an exceptionally positive message to be posting on a Friday evening.

Good to see these guys getting the message to the wider science community – should generate plenty of ‘upward’ discussion in the pharma milieu.

Strong and focused message (via RNS) to AZN/DS re Enhertu (patent expiry 2033 – 2035), i.e. next gen Exatecan product (aka AVA6103 / FAP-EXd) to be delivered by the pre|CISION® platform – targeted delivery, controlled release, etc., with significant and long lasting patent protection of IP.

Also a ‘heads up’ (if it was really needed) to certain other BP’s – ‘once in a lifetime opportunity to fill the gap in your pipelines’ - with a platform that, above and beyond the current AVA6000 / 6103, will have much wider utility and impact.

CC and BH (at least) at the TD Cowen Health Care Conference in Boston next week (March 3). Hosting ‘investor meetings’, presentation to be available shortly after.

Could be getting close to that first big commercial ‘thing’?

AVA6103 ‘first patient dosed’ imminent, AVA6000 TNBC readout and SGC update anytime, etc.

Looking good.

GLA

A few Exatecan products that AVA6103 might be compared against ..?

Cybrexa – privately held, have CBX-12 a PDC, targeting pH (acidity), in phase 2.

EMD Serono – Merck subsidiary, have M7437, ADC based, in phase 1 from Jan 2026.

Innovent – now partnered with Takeda, have IBI343, ADC based, in phase 3 with FDA fast track.

AVA6103, indeed the whole pre|CISION® platform, remains, as yet, ‘unpartnered’ (OK Lilly/CanSeek) - but not without ‘friends’ and ‘admirers’.

What about BP then ..?

We know that Daiichi Sankyo and AZN are massively committed to Enhertu® (trastuzumab deruxtecan), HER2 targeted ADC, and we know about ‘patent cliffs’. DS / AZN currently pushing through a number of DXd products, perhaps most notably Datroway® (datopotamab deruxtecan), TROP2 targeted ADC in phase 3. Daiichi have been working with Exatecan for over 20 years. These guys need to protect their ‘space’.

Merck (Keytruda) were apparently going to spend up to $32bn for Revolution – seems to be off now? Guess they have ready cash then?

Novartis have this massive ‘hole’ in their pipeline, i.e. no ADC’s, but are doing FAP targeting for RLT. They seem to have plenty of money also.

‘Triggers’ for Avacta acquisition ..?

Positive AVA6000 TNBC readout? PFS for SGC and AVA6000 becomes ‘standard of care’? Early positive response to AVA6103?

Or just a ‘pre-emptive strike’?

GLA

When was the last time there was an increase in dosage levels for doxorubicin? 1980’s, 1990’s?

What does this tell us about the exquisite targeting of the pre|CISION® platform?

What are the implications for the scope of faridoxorubicin?

What are the implications for the near-term potential of AVA6103 and the longer-term potential of AVA6207?

Just how valuable is the pre|CISION® platform?

GLA