Member Info for NFTs

Now when you read posts from little Pizza Face man and his fellow ring of paid fudsters piling on post after post of made up rubbish to try sadly and soulless individuals into pushing the SP down month after month.

Even they must be realising that the days are now truly numbered as this bird 🦅 is about to fly away.

They will remove accounts change LSE names change Twitter names accounts and just go onto another stock they wish to prey on.

This bird though is strong.

Richard Hughes is not here for no reason. That is for certain!!

The little cretinous posters here are becoming obsolete imo.

I thought I’d do a bit more research on our new NED who has been a support of AVACTA since the LFT days. And put his toe in with Alistair then in I think 2020 when he acquired a considerable position. I believe but stand to be corrected he split from his wife and certain holdings lie shared within Zeus capital. Possibly where considerable amount of AVACTA shares lie within.

Now Richard Hughes is the founder and co-founder of Zeus Capital, a Manchester-based investment bank. He is a prominent financier and entrepreneur, also known for being an early investor and director at Boohoo.com

Richard Hughes has joined at least two AIM (Alternative Investment Market) companies during his career:

• First Artist Corporation plc: He served as Group Managing Director & Chief Financial Officer at this AIM-traded group from 2004 to 2008.

• Trident Royalties plc: He was appointed as executive director and CFO in 2022 at this AIM-listed mining royalty company

Richard Hughes is widely recognized as a highly successful dealmaker and financier, known for helping companies grow and realize significant value while serving on their boards or as an adviser.

• He was a founder and non-executive director of Boohoo, guiding it through its early years to a successful IPO and rapid growth—Boohoo’s market capitalization reached around £2.3 billion, starting from just £37 in first-day sales.

• As founder of Zeus Capital, Hughes has overseen deals worth over £5.3 billion since 2013, with Zeus advising on about 20% of all AIM IPOs and raising roughly £1 billion annually for clients. Zeus is credited with floating around 30% of AIM-listed businesses each year and raising £3.6 billion for clients over four years.

• Hughes has also been involved in other high-growth ventures, such as Palatine Private Equity, and was the majority shareholder in Crawford Healthcare, which he acquired for £700,000 and reportedly sold for over £100 million.

• He is known for his strategic insight, direct style, and ability to help fast-growing companies unlock significant value.

Richard Hughes, through Zeus Capital and his board roles (notably at Boohoo), has a strong, well-documented record of making companies flourish, both in terms of growth and value creation

I don’t think the founder of Zeus Capital, Richard Hughes joins companies especially considering it’s his first ever AIM company as a NED worries about the nonsense that prolific FUD posters on here keep dreaming up. Do You Wyn?

Clearly someone is buying heavy in background on what they know.

For me that’s a real positive on ongoing events.

Well you never know with these platforms when so undervalued what might present itself!!!!

Https://www.investegate.co.uk/announcement/rns/avacta-group--avct/avacta-change-in-prelim-date-part-2/8911100?utm_source=perplexity

Friday for results

mmmm always these pundits that speak of other movers but never say it before but happy to sit here pretending they are trying to help people but the real agenda is just to bash.

go do one you ****

some significant real city baking has rolled in and that has minced you clowns 🤡

Major pharma companies like Merck have paid very high premiums for companies with less advanced assets or smaller markets. For example, Merck recently acquired SpringWorks Therapeutics for about $3.9 billion, a company with some approved drugs and a smaller rare disease pipeline. Many blockbuster acquisitions in pharma have been in the tens of billions, often for companies with earlier-stage assets or less certain outcomes.

Given Avacta’s AVA6000 is close to accelerated approval, targets a very large $8 billion+ market, and is based on a validated precision platform with broad applicability, a valuation or acquisition price around $10 billion would not be out of line and could even be considered a bargain relative to comparable deals.

In summary, a $10 billion+ offer for Avacta would reflect:

• Near-term commercial launch potential (~3 years)

• Large addressable market far exceeding many recent acquisitions

• Platform technology with potential pipeline expansion

• Reduced development risk compared to earlier-stage biotechs

Absolutely as CC is one those that is probably a lot more organised and imo would only do it this late for a reason.

It is unusual that Avacta announced the investor webinar only 3 days before it is scheduled (announcement on May 12 for a webinar on May 15, 2025), as they normally give around two weeks’ notice for such events. Previous webinars, like the one in April 2024, were announced about two weeks in advance. This shorter notice is not typical based on their past practice.

This aligns with industry practice: many biotech companies seek to partner or sell after strong Phase 1 data, rather than waiting for Phase 2, because:

• Major pharma companies often prefer to run pivotal Phase 2 and 3 trials themselves, using their own protocols and global infrastructure. They may pay a premium for a promising, de-risked asset that still allows them to shape development.

• Avacta’s recent moves-selling its diagnostics business, focusing cash on drug development, and highlighting partnering/licensing as a strategic goal-support this approach. The company is actively seeking partnerships for AVA6000 and is positioning itself for a potential dual Nasdaq listing, both of which can attract major pharma interest.

• Maintaining cash runway is crucial at this stage, and a sale or partnership now could maximize value before costly late-stage trials. This is reflected in management’s statements and their focus on extending cash into 2026.

In summary: Avacta is deliberately positioning itself for a partnership or sale after Phase 1b, which is attractive to majors who want control over later-stage development. This strategy is supported by the company’s recent actions and public statements

Given the near 90% disease control rate (DCR) observed with AVA6000 in Phase 1a trials-compared to conventional therapies with around 15%-and the durable tumor shrinkage and improved progression-free survival, the value of Avacta should be significantly higher than typical early-stage oncology assets.

Market commentary suggests that such a dramatic improvement in clinical outcomes (from ~15% to ~90% DCR) could justify a valuation increase of approximately 4.7 to 5.3 times the current market price if fully priced in by investors.

Considering this, if a conservative near-term takeover valuation was around $800 million to $1 billion before factoring in the improved clinical success, applying a 4.7 to 5.3 multiplier could place Avacta’s potential valuation in the range of approximately $3.8 billion to $5.3 billion.

This valuation reflects:

• The use of a proven chemotherapy drug (doxorubicin) with a safer, targeted delivery mechanism reducing toxicities.

• A substantial increase in disease control rate and progression-free survival in a difficult-to-treat cancer with no standard of care.

• The broad applicability of the pre|CISION platform to ~90% of solid tumors, amplifying the commercial opportunity.

• Orphan drug designation and potential accelerated approval pathways further enhancing value.

In summary, based on the near 90% disease control rate and improved clinical outcomes, Avacta’s potential takeover valuation could reasonably be in the multi-billion dollar range, around $4 billion to $5 billion, reflecting the transformative clinical benefit and market opportunity demonstrated by AVA6000

It’s a little different as this only helps PDC’s for FAP targeted tumours (90%) of those potentially.

So other companies would need to find their own target. Thats always been the problem and ADC’ are not platforms just type specific.

AVA6000 (FAP-Dox): The foundational pre|CISION® peptide drug conjugate patent (background platform IP) expires in 2035. However, AVA6000 is further protected by additional patents covering formulation, manufacturing, patient population, and dosing, and has US Orphan Drug designation, which can provide regulatory exclusivity beyond the patent term.

• AVA6103 (FAP-EXd): The program-specific patent for AVA6103 expires in 2045. The background platform IP for the biologic drug conjugate aspect is co-owned by Avacta and Tufts, expiring in 2041.

Avacta’s new dosing, exposure, and half-life technologies for AVA6000 (FAP-Dox) are protected by additional patents covering formulation, manufacturing, patient population, and dosing. These new patents are separate from the foundational pre|CISION® platform patent, which expires in 2035.

If Avacta’s new IP on dosing and half-life is granted, it can provide up to 20 years of protection from the filing date of each new patent. This means that the exclusivity for AVA6000 could extend beyond 2035-potentially into the late 2030s or even 2040s-depending on when the new patents were filed and granted.

Additionally, in the US, orphan drug designation for AVA6000 could provide 7 years of market exclusivity upon approval, which can run concurrently with or beyond patent protection.

Summary:

The new dosing/exposure/half-life patents could extend AVA6000 protection up to 20 years from their filing dates, potentially well beyond the original 2035 expiry, depending on when these new patents were filed and granted

• AVA6000 uses a 50-year-old, proven chemotherapy drug (doxorubicin) known to be effective but limited by systemic toxicity. Avacta’s pre|CISION® platform modifies doxorubicin so it is only activated in the tumor microenvironment by fibroblast activation protein (FAP), delivering higher local concentrations with much lower side effects.

• This targeted delivery has been clinically demonstrated with AVA6000 showing tumor-specific release of doxorubicin, improved safety, and encouraging early signs of efficacy in Phase 1 studies.

• Because AVA6000 validates the pre|CISION® platform’s ability to safely and effectively deliver a cytotoxic payload to tumors, it acts as a pathfinder for other drugs like AVA6103 (exatecan conjugate). AVA6103 uses the same platform to deliver exatecan, a potent topoisomerase I inhibitor, directly to tumors, showing significantly improved therapeutic index and tumor growth inhibition in preclinical models.

• The pre|CISION® platform is modular and can be used to attach a wide range of drugs, potentially enabling tens of targeted therapies with improved efficacy and safety profiles.

In essence, the four years of development and clinical validation with AVA6000 have proven the platform’s concept, de-risking subsequent drug candidates like AVA6103. This creates substantial value in Avacta’s pipeline as a platform company with multiple drug conjugates in development, each benefiting from tumor-specific activation and reduced systemic toxicity.

This platform approach is a significant step forward in precision oncology, leveraging well-known drugs but overcoming their traditional limitations through targeted delivery.

Better reading this than odd paid or petty none holding w **k**s

Avacta’s pre|CISION® platform represents a significant and potentially disruptive innovation for major pharma companies in oncology for several reasons:

• Targeted Delivery of Proven Drugs: Avacta’s technology enables established chemotherapy agents like doxorubicin (AVA6000) and exatecan (AVA6103) to be activated specifically in the tumor microenvironment by fibroblast activation protein (FAP), which is overexpressed in most solid tumors. This targeted activation increases tumor drug concentration while minimizing systemic toxicity, a major limitation of conventional chemotherapy.

• Clinical and Preclinical Validation: AVA6000 has demonstrated encouraging Phase 1 safety and efficacy data, including near doubling of progression-free survival in difficult-to-treat salivary gland cancers with very low side effects. AVA6103 shows strong preclinical tumor growth inhibition and durable responses in therapy-resistant models, with a novel sustained release mechanism and bystander effect enhancing therapeutic impact.

• Platform Versatility and Pipeline Potential: The pre|CISION® platform is modular and can be applied to tens of different drugs, enabling a broad pipeline of targeted therapies across many solid tumor types. This scalable approach offers a new paradigm for precision oncology, potentially improving outcomes and safety profiles compared to existing treatments.

• Competitive Threat to Majors: Large pharma companies have long struggled with the toxicity and limited efficacy of chemotherapy and antibody-drug conjugates (ADCs). Avacta’s platform could challenge these incumbents by offering a safer, more effective delivery method for potent cytotoxics, potentially capturing significant market share in multiple oncology indications.

• Strategic Value: Given the platform’s ability to unlock the value of existing drugs with improved therapeutic windows, Avacta could become an attractive acquisition or partnership target for major pharma seeking to bolster their oncology pipelines with innovative drug delivery technologies.

In summary:

Avacta’s pre|CISION® platform is a substantial threat to major pharmaceutical companies in oncology because it addresses key limitations of current chemotherapy and ADCs with a proven, tumor-activated delivery system. Its validated clinical and preclinical data, broad applicability, and pipeline potential position it as a disruptive player that could reshape targeted cancer therapy and attract significant industry interest.

The value lies not only in current drug candidates but in a platform capable of transforming dozens of existing and new anti-tumor agents, making Avacta a serious competitor and strategic opportunity in precision oncology

The current intrinsic value is realistically in the £1.3–2 billion range, significantly above current market capitalization (~£150m) and analyst valuations. This reflects the platform’s proven delivery mechanism, reduced risk profile of known drugs, and broad commercial potential.

Investors and analysts should consider updating valuation models to incorporate these factors for a more accurate picture of Avacta’s worth.

Add this to a majors platform and the values 10 fold from there.

It’s a BEAST!!!

Avacta’s pre|CISION® platform represents a significant and potentially disruptive innovation for major pharma companies in oncology for several reasons:

• Targeted Delivery of Proven Drugs: Avacta’s technology enables established chemotherapy agents like doxorubicin (AVA6000) and exatecan (AVA6103) to be activated specifically in the tumor microenvironment by fibroblast activation protein (FAP), which is overexpressed in most solid tumors. This targeted activation increases tumor drug concentration while minimizing systemic toxicity, a major limitation of conventional chemotherapy.

• Clinical and Preclinical Validation: AVA6000 has demonstrated encouraging Phase 1 safety and efficacy data, including near doubling of progression-free survival in difficult-to-treat salivary gland cancers with very low side effects. AVA6103 shows strong preclinical tumor growth inhibition and durable responses in therapy-resistant models, with a novel sustained release mechanism and bystander effect enhancing therapeutic impact.

• Platform Versatility and Pipeline Potential: The pre|CISION® platform is modular and can be applied to tens of different drugs, enabling a broad pipeline of targeted therapies across many solid tumor types. This scalable approach offers a new paradigm for precision oncology, potentially improving outcomes and safety profiles compared to existing treatments.

• Competitive Threat to Majors: Large pharma companies have long struggled with the toxicity and limited efficacy of chemotherapy and antibody-drug conjugates (ADCs). Avacta’s platform could challenge these incumbents by offering a safer, more effective delivery method for potent cytotoxics, potentially capturing significant market share in multiple oncology indications.

• Strategic Value: Given the platform’s ability to unlock the value of existing drugs with improved therapeutic windows, Avacta could become an attractive acquisition or partnership target for major pharma seeking to bolster their oncology pipelines with innovative drug delivery technologies.

In summary:

Avacta’s pre|CISION® platform is a substantial threat to major pharmaceutical companies in oncology because it addresses key limitations of current chemotherapy and ADCs with a proven, tumor-activated delivery system. Its validated clinical and preclinical data, broad applicability, and pipeline potential position it as a disruptive player that could reshape targeted cancer therapy and attract significant industry interest.

The value lies not only in current drug candidates but in a platform capable of transforming dozens of existing and new anti-tumor agents, making Avacta a serious competitor and strategic opportunity in precision oncology

• AVA6000 uses a 50-year-old, proven chemotherapy drug (doxorubicin) known to be effective but limited by systemic toxicity. Avacta’s pre|CISION® platform modifies doxorubicin so it is only activated in the tumor microenvironment by fibroblast activation protein (FAP), delivering higher local concentrations with much lower side effects.

• This targeted delivery has been clinically demonstrated with AVA6000 showing tumor-specific release of doxorubicin, improved safety, and encouraging early signs of efficacy in Phase 1 studies.

• Because AVA6000 validates the pre|CISION® platform’s ability to safely and effectively deliver a cytotoxic payload to tumors, it acts as a pathfinder for other drugs like AVA6103 (exatecan conjugate). AVA6103 uses the same platform to deliver exatecan, a potent topoisomerase I inhibitor, directly to tumors, showing significantly improved therapeutic index and tumor growth inhibition in preclinical models.

• The pre|CISION® platform is modular and can be used to attach a wide range of drugs, potentially enabling tens of targeted therapies with improved efficacy and safety profiles.

In essence, the four years of development and clinical validation with AVA6000 have proven the platform’s concept, de-risking subsequent drug candidates like AVA6103. This creates substantial value in Avacta’s pipeline as a platform company with multiple drug conjugates in development, each benefiting from tumor-specific activation and reduced systemic toxicity.

This platform approach is a significant step forward in precision oncology, leveraging well-known drugs but overcoming their traditional limitations through targeted delivery.