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Someone posted on X. I agree, Touk it’s well balanced and to be fair lots of content rampers would write re the science but a decent explanation why the market cap isn’t higher. I’m as relaxed here as I’ve ever been and will see this a lot higher before YE and I expect a steady build in momentum even through the quiet summer.

Https://business-news-today.com/avacta-just-won-a-clean-fda-path-to-full-ava6000-approval-so-why-did-avct-barely-move/

A straight dox shoot out with STS would be needed for sure but very expensive, once if more patients enrolled in P1b and if continues to be positive a partner may be keen (once an accelerated pathway given).

Wyn all the patients who had CRs from dox would have been first line patients. We were dealing with pretreated patients including anthracyclines which clearly didn’t do as hoped as the disease progressed and they wing up on a trial.

The MMs are making a market and priced accordingly. We need a lot more demand for shares in order for a decent move and I suspect that will come in the not too distant with a deal for SGC.

Unless Chris has been lying in many RNSs and presentations we've been in discussions re partnering 6000 for a while. An accelerated pathway would have been good but a Pivotal trial design so a single pivotal study with PFS as the sole primary endpoint for full approval. Wow, I mean we couldn't have hoped for anything better. Hats off to the FDA and Chris' relationship with them. With lifetime limit lifted this is attractive too in terms of charging per cycle and hopefully ensuring patients continue to have their tumours stabilise.

I expect a deal to be announced soon as surely the pathway better than hoped

Let’s temper expectations on median PFS as a good number were added relatively recently. I’m confused that CC said this data will help prove the platform given exquisite FAP targeting proven a good while ago. Will surely have answers tomo

He makes good points but needs to get the basics right. Coming up to 3 months in clinic not 4.

Surely an RNS at 7am tomo, if not their comms poor given Chris implied it would be released at BIO between 22-25.

Ice, we raised money to pay 3 quarters of the bond so that being the case the next one we need cash for is Oct 21.

Wyn you're a self-proclaimed master of the markets and trading. Do you believe if we hadn't raised with CLNs due this would be falling by a fair whack? So they raised at the right time and without discount. Fewer than 13m shares which has given stability through the sticky summer period. Yes data is due and should be positive but unless a deal quickly follows won't sustain an increase in share Price.

Touk are you serious? Had we not raised I wager the share price would be near 50p and TW and his minions would advisong tk short and some on here the same. Even LTHs might have taken some off the table to de-risk ahead of a summer conversion.

Best raise since the biggest one some 6 years ago.

Under no pressure to deal for the sake of it and with 6103 performing as expected I suspect their confidence is well placed. Unless there is a deal super data will only move the dial so much.

Gen 1 and Gen 2 working as designed -

We believe this platform has the potential to significantly improve treatment options, and the data we are generating are reinforcing its value, both for cancer patients and potential partners.

Touk you said the delivery mechanism works so if it works for gen 2 (given we are 12 weeks into trial and likely 3rd cohort) all bets are off. There will be no dividend as a major player will acquire Avacta for the IP. Enhertu used a derivative of exatecan which is less potent and had amazing results. Our preclinical smashed it as 6103 delivers a warhead 10x more potent to the TME and we deliver a lot more of it over 5 days. If that works in human it’s a game changer and perhaps the early scans have shown Chris 6103 won’t just make a dent in cancer but a large dent. Exatecan works on a huge number of tumours preCISION is able to target 90% of solid tumours.

In the short term let’s see what today brings and hopefully the data for 6000 but if not today before Thursday when BIO ends.

Touk said - The video helps to explain why things take longer.

In actual fact the video illustrated how many moving parts are needed to start a trial so very impressive they were able to dose in March as targeted. We should be on the 3rd cohort by now and I suspect not far from optimal dose. Delivering exatecan safely in large quantities to TME over 5 days. Exciting times.

So what’s your point? All this is standard scale up. Important to get the right partner and unless they’re lying they’re happy.

It speaks volumes some will try and turn anything into a negative.

It would be a waste of time and money to produce this video if the drug the video is talking about isn't working as designed. Pointless. Given the confidence of CC from this could be the dent in cancer she's been looking for and some 11 weeks in and we're super excited and it really could put a huge dent in cancer. Although cohort 1 will be a low dose remember it's very powerful and getting a lot more to the tumour released over 5 days could see early signs of efficacy. I'd love to get some early insight re 6103 on Monday which proves the platform (gen1 and 2).

Surely a 7am RNS on Monday which will coincide with the AGM.

A fair point from X -

Before it entered the clinic Chris said FAP-Exd could make a dent in cancer she’s been looking for her whole career. Fast forward some 12 weeks in clinic and Chris now says it really could put a huge dent in cancer.

Chris will be at the AGM 100%. She's the only Exec so there is no way she will not attend and they would have said so in the NOM. Avacta will have a BD team/bod there along with perhaps a scientist for back up on technical questions.

Threes some OTT poster on X who’s cross ramped this for several weeks using other PLCs # and if anything is detrimental as smacks of desperation. The constant posting from

A few I’ve talked to is a put off and red flag.

That said this does look interesting but still risky and Mickey Mouse posters not helping.