Member Info for LovableLumax

You did the same in the summer. What’s your agenda? You want to save us? Or you expect us to sell and invest in your investment no doubt. Move on.

Rah on X-

Digesting the reaction to yesterday’s PK is even more absurd in the cold light of day. #AVCT has:

- demonstrated unequivocally that preCISION works;

- delivered Dox into the tumour in a highly specific way, sparing healthy tissue in the process, solving a 50 yr old problem in the process;

- shown a 65% reduction in a patient with STS, who would not be expected to live, let alone remain on drug for 15 months as is their expectation;

- demonstrated other refractory cancers are showing a halting of progression and/or shrinkage.

Dox is being dox. But much, much safer. It’s the exact problem AVCT set out to solve before the trial began 856 days ago when the share price sat at 124p.

We should be sat at ATHs right now. The product works. The platform works.

Why aren’t we? The CEO opted to shy away from every question on funding, beyond confirmation we will not seek to partner our lead asset til P2 (sensible).

It’s quite clear there is tons going on right now which AVCT simply refuse to talk to.

The conversations which were happening in June (‘deal value discussions’) haven’t just gone way; Novartis employees aren’t publicly lauding our achievement to be nice; the CEO didn’t utter a word on funding because it slipped his mind.

AVCT will next take a working drug and dose on a a bi-weekly basis. Dox will be dox. And dox is the 40yr old standard of care in STS. How do you think Dox will perform when placed in patients via a 1st line setting? It will do as Dox always does.

AVCT will not require a dox comparison arm in Phase 2. Avacta will skip Phase 1b. They will seek Accelerated Approval.

We know how Dox works. We know we can deliver it safely. We know Pharma is watching.

The share price has fallen from 124p > 118p over this period.

Few doubts given all of the above a deal lands, independently verifying the platform. When that occurs the whiplash will be severe.

I’m not saying the CEO’s ambivalence to the sp is acceptable. It’s not. I’m saying I think he has something up his sleeve which rendered him almost horizontal in his confidence.

Good luck if you’re playing 7am roulette with a working platform, backed by 850+ days of data. A risky time to be doing that.

Myles McNulty

@MylesMcNulty

Phenomenal results (so far!) from

@avacta

's #AVA6000 Phase 1a trial.

These results genuinely set the ground for #AVCT to revolutionize the treatability of the majority of solid tumours. There is so much to cover (which I will do in a long note), but a key quote from the CEO is:

"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 potential of the pre|CISION platform to change the way in which potent cytotoxic drugs are delivered, improving cancer patients' quality of life and treatment outcomes, is truly remarkable."

The fact that multiple instances of highly encouraging efficacy data have been witnessed in this patient population - who are very sick, and heavily pre-treated, and whose tumours are often not treated with dox at all - makes it all the more remarkable.

I am quite sure that this is the firing gun for commercialization of the platform (licensing, collaborations) with Big Pharma.

Huge congratulations to the Avacta team. pre | CISION is going to change one of the most important industries on the planet.

Of course not everyone will take the vaccines and this one is 40% effective so the 60% who unfortunately get pancreatic cancer will still need treatment. MRNA a good number of years away and more so before mass roll out. Effective and less toxic treatments will sadly be needed for a very large number of years.

Ah apologies, that’s better and encouraging. Good to see momentum building. Sure another deal or two will be signed before YE too.

Clearly a lot going on but inventing revenue unnecessary. 53% increase for one client (not all) which because of that has now expanded its use. I’m sure they’d have said this has been seen across most of the clients of that was the case. The RNS speaks for itself, no need to make stuff up. Looks silly.

Hopefully we can have a trading update in a week or so and see how much revenue has increased and losses (costs cut) reduced. Cash burn is key and money likely needed in Q1 but another deal or 2 and we could raise above last times 3p which is positive. Onwards and upwards.

Maybe not. Apologies

Back up and running

Only FTSE100 and 250 up. Small caps and AIM down.

Lots of sells as MMs happy to take shares above mid price. Positive.

They could have first dose on 1st Nov, second dose 21st and 2 weeks observation which would end tomorrow.

Blimey. We have the potential to earn 6 times more in the US as the TAM is 6 times larger.

P1a data will be submitted for a peer review once it's published. Rather than having pre-clinical peer reviewed and all positive and then data okay in clinic I would much rather no pre-clinical peer review and superb clinical data and then peer review. The clinicians would not recommend their very ill patients continue to receive treatment (more hospital visits) if they didn't think the drug was helping. All obvious. Data surely next week or latest on or before before a week Thursday.

That said at last we're getting some momentum here and heopfully another material deal for YE

Guys as before it's an account for nominees. So it's not one II buying but lots of retail who are held by Rathbones.

US insurers for instance will demand to use a more effective treatment, less time in hospital and saving money and lives. I doubt Avacta will be around at that time so an major Pharma co will be banking the profits. Also, clinicians have a duty of care and I'm sure a more efficacious treatment with fewer side effects will simply be standard of care. Also, patients who were immuno-compromised so not allowed to have treatment can now receive it so a larger TAM and therefore revenue/profit

Ha, nope I see a lot more upside from here. I was pointing out that someone is keen to take the shares if I can sell a large chunk.

Well I can sell 50k in one go for 138.375p. Not bad at all.

The 674k was surely a buy and down a fair whack. Someone dumping?

2Phevs if there were material contracts they would be subject to an RNS. Also, if there was a material uptick in revenues MIRI would RNS it. MIRI isn't shy to issue RNSs. What will be will be and I am sure next year will be a lot better but most revenue weighted to H2 as has always been the case so a raise early next year highly likely but hopefully the share price a fair whack higher so more material contracts are needed.