Member Info for NFTs

Just following from Trinity NPV value then it should have now adjusted to 1.1 billion

Given the clinical proof of concept (POC) likelihood of around 70-80% for AVA6000 and the broker notes valuing this at a 15% probability of success, the current valuation appears conservative. If the market were to adjust the probability of success to reflect the higher POC likelihood, the implied value could increase proportionally.

For example, if the broker valuation at 15% COS is X, then at 70-80% COS, the value could be estimated as:

This means the current valuation could potentially be 4.7 to 5.3 times higher if the market fully prices in the improved COS based on the strong clinical data and platform validation.

Supporting points:

• Avacta’s rNPV valuation by Trinity Delta was around £449m ($561m), reflecting a more conservative COS assumption.

• The orphan indication market opportunity and favorable clinical data in salivary gland cancer support a substantial commercial upside with peak revenues estimated in the hundreds of millions.

• The platform’s broad applicability to ~90% of solid tumors and ongoing expansion cohorts add further value potential.

In summary, the current broker valuation at 15% COS likely undervalues Avacta given the emerging clinical proof of concept data suggesting a 70-80% COS, implying a significant upside in valuation if the market updates its assumptions accordingly

Based on the extensive recent data on Avacta’s AVA6000 and its pre|CISION® platform, the likelihood of clinical proof of concept (POC) success appears very high, supported by several key points:

• AVA6000, a FAP-activated doxorubicin conjugate, has demonstrated a favorable safety profile with no maximum tolerated dose reached up to 385 mg/m², indicating excellent tolerability compared to conventional doxorubicin.

• In patients with FAP-positive salivary gland cancers (SGC), AVA6000 showed a 91% disease control rate, with multiple confirmed tumor responses (partial and minor), and median progression-free survival (PFS) not yet reached after more than 25 weeks follow-up. This PFS nearly doubles the benchmark PFS of 3.5 months for similar patients on conventional therapy.

• Tumor biopsy analyses confirm that active chemotherapy is released specifically in the tumor microenvironment, validating the targeted delivery mechanism of the pre|CISION® platform.

• The platform’s targeting of fibroblast activation protein-alpha (FAP), which is consistently overexpressed in many solid tumors, supports broad applicability beyond SGC, with ongoing expansion cohorts in triple-negative breast cancer and soft tissue sarcoma.

• Avacta’s CEO and R&D head have emphasized that the data represent a proof-of-concept milestone, showing meaningful clinical activity and a step change in tolerability and efficacy.

Given these strong clinical signals and platform validation, a reasonable estimate for the likelihood of clinical proof of concept (POC) success for AVA6000 in FAP-positive tumors, particularly salivary gland cancers, would be in the range of 70-80%. This reflects the robust early-phase efficacy, excellent safety profile, and confirmed tumor-specific drug activation demonstrated so far.

In summary, the proven delivery platform and promising tumor responses in a difficult-to-treat population strongly support a high probability of successful clinical proof of concept with AVA6000 and the pre|CISION® technology

BP only needed to see the data continue in AVA6k to read across the mouse data in AVA6103.

They have the data of course it is still ongoing but they have for sure all they need now to make a full TO offer. Just will it be even enough to take seriously yet as any offer will start a bidding war and the final price will be way way way ahead of any initial cheeky low offers. So who is go to strike first.

Plenty of them have been looking in recently to the Avacta headquarters and that’s not a rumour that’s true but are any of us surprised by this.

They won’t be doing that with a very healthy AVA6k deal!!!!

😘

Explain what Dox does when released at the tumour micro environment lol

😂 😂

What are some smoking to not understand what this huge increase of payload is doing to the storms.

It’s incredible

Page 16

https://avacta.com/wp-content/uploads/2025/03/Avacta-Corporate-Presentation_March-2025_.pdf

What a Pratt to post that.

This is the facts and it’s better than standard of care Dox. That’s a fact.

“Alan Ho, MD PhD, Chief of the Head and Neck Oncology Service, Memorial Sloan Kettering Cancer Center and member, Avacta Scientific Advisory Board, commented:

"We are very excited to move the development of AVA6000 to the next level to generate data that demonstrates clinically meaningful efficacy and durability of response in patients with previously treated salivary gland cancers. It is important to note the high degree of unmet need in this disease where few agents have shown efficacy. I am happy to participate in the trials of AVA6000 in this disease setting going forward."

Christina Coughlin, CEO of Avacta Therapeutics commented:

"We are very pleased to advance to the expansion cohorts in the AVA6000 trial in these three indications with high unmet need. Our development of AVA6000 is proceeding according to plans and today's new data demonstrate the durability of the responses we have observed in the SGC indication. We believe that AVA6000 has an important role to play in the clinic, given our preliminary efficacy data and the large commercial market size of conventional doxorubicin"

”

Is this the same standard of reports that DB produce!!!!!??

We all know it’s utter BS!!

Take the data reported not a BG report.

Cannot believe that some posters regular at that think BG decision is due to a low effect with dox.

They are either particularly stupid or trying their best luck on one the most followed stocks.

Problem with such stupidity is that it’s fairly pointless.

As a poster has stated the tumour micro environment has been flood with extremely high levels of dox and that this alone proves the pathfinder precision delivers to the target FAP.

A hugely important understanding for a particular cheap highly valuable delivery system capable of tracking and targeting 90% of cancer tumours.

Are people really thinking posting such stupidity nonsense about BG has absolutely anything to do with the facts of proof of concept and delivery by AVACTA and numerous professional leading the fields especially Dr Tap and Dr twelvetrees who would have left a long long time ago if they didn’t see the next steps coming in this outstanding precision.

AVA6k alone is extremely important for chemo next step and the next one Ava6103 is going to blow the whole ADC market apart and incredible threat to all the majors. It won’t be long.

3 posters coming and a lot of fascinating data.

The silence by the company is absolutely no surprise as they are dealing with some big numbers here.

Way way oversold with what’s coming.

Will be the last cheap drop by the MM’s while they can fill their boots with petty traders flogging last minute.

Fill your boots as they say if you can!!

Without a doubt if you believe in AVACTA then you would be insane not to be holding right now because if they drop the news which they have been busy working on for a very long time then you will be watching this climb rapidly as the bashers and watchers scramble to get in as it gaps up 100’s% on one red dot 🔴!!

GL

The issue with AVACTA is you have a BOD and especially a CEO playing the game as if AVACTA is a private listed company. With the complete lack of II’s on board which tbh after this length of time and science is not anybody’s fault but the CEO. It’s past excuses now, it’s past using the CLN as an excuse. It’s just past that point.

TBH I think the issue is we have a CEO who is a CSO trying to learn a job in a market where only the best can succeed at our expense.

I think they should find a heavy hitter who is capable of selling the lot ASAP.

I don’t care if she thinks this is that one. It’s not hers to play with.

Just ignore the Troll as like all of them when news arrives they will just fall silent.

Talks cheap to them and achieves what they want.

What they don’t want is what’s coming 🤫👍

Let them burn and try delete their posts when news comes.

It certainly is being worked on and those bashing will want to hide after.

Good things take time to get right. It’s not an of it’s just a when.

Lots of fluttering but look what they hold!!!!

CC and team just want to make sure it’s done good and tight.

Perhaps actually check rather than speaking out or your A***

Colonoscopy is considered one of the most accurate methods for detecting colorectal cancer and other abnormalities in the colon and rectum. Studies have shown that colonoscopy can detect up to 95% of colorectal cancers. The accuracy of a colonoscopy depends on various factors such as the skill and experience of the healthcare provider performing the procedure, the quality of the equipment used, and the preparation of the patient. Overall, colonoscopy is a highly effective screening tool for detecting and preventing colorectal cancer.

It’s not about what other LFT test there is out there! It’s about industry using tests that they see as reliable to spend time and money using to make screening worthwhile. At best 1 in every 5 would be missed.

So 20% plus get missed using the test making them have to screen another way they see more reliable.

That’s why the industry likes above 90% minimum as a go to industry standard.

It’s close but not enough!

In general, a great percentage of success in detecting cancer using an LFT test would be anything above 90%. This would indicate a high level of accuracy and reliability in detecting cancer cells or biomarkers that indicate the presence of cancer. Of course, the higher the percentage, the better, but anything above 90% would generally be considered quite effective for selling the product to healthcare providers and patients.

Great posts and why we all hold AVACTA that is those who post here that are invested.

The usual Spam Bots Touch Thorg Wyn for whatever reason they have can only be shorts or spite.

We know one is connected to TW pizza face who just has a vendetta against Mark McNulty so hits this stock as much as he can out of spite. Amazing how some can be so childish for so long!!!

The fact is the science keeps moving in the direction that only dreams are made of. The frustrating bit is the company tripped over itself twice with the HCI loan then the missed placing resulting in the really leaked shorted placing where it destroyed management and the MCAP unnecessarily.

It takes time to heal wounds and some don’t heal but AVACTA has come fwd with absolutely outstanding data that Pharma will be absolutely chopping over.

I know from personal meeting with someone from AZ that they were chomping over it in 2022 and flabbergasted they haven’t jumped in.

The doors are wide open now with the NDA’s looking at data.

I doubt it will be long now imo.

Clean sweep and job done. 👍

Certain BOD leaking to same people again and again.

FCA!!!

Especially when you do it for pizza face TW lol 😂

Still here trying lol