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Sorry slide 16

“Exposure-response modeling suggests that released doxorubicin is generated primarily by cleavage in the TME as opposed to soluble FAP in the ***bloodstream***leading to a distinctly favorable safety profil“

Slide 6 might help

https://avacta.com/wp-content/uploads/2024/06/Targeting-the-tumor-microenvironment-June-2024.pdf

Right looks like the expert here lol 😂 needs to go read the actual news rather than making up rubbish.

Precision is FAP specific not Tumour specific.

It will release where it keys if FAP.

That’s why it only does about 80% of tumours!!!

Exposure-response modeling suggests that released doxorubicin is generated primarily by the TME

NOT SPECIFICALLY you dope!!!

FAP is IS found around the body and blood but only small amounts.

Not only this they have also apparently developed a volume button on delivery where they can alternate the levels so high to low depending on requirements.

It’s very good 😊

Just sounding so desperate to sound credible.

It doesn’t matter if the half life is only around 45mins. It’s the level of the Dox in the tumour.

Dox will be Dox upon delivery.

The half life breaking down quickly means that the FAP that’s natural around your body and in your blood isn’t being attacked constantly so the body can rest before next dose.

The tumour on the other hand has been whacked with a huge payload of Dox and this can then be hit again before cell replication starts.

That’s the absolute key here.

So very very toxic warheads can now be attached and delivered to target which scientists have never been able to do but dreamed of how to get a targeting platform working like this.

It’s HUGE.

Sorry but apart from market mechanisms waves etc this will bounce its way higher and higher. Never in a straight line daily etc but over these next months this SP is inclining higher and higher to new levels.

WOW 🤩

You have become that desperate Thornogson!!!

Dox in the tumour is at record levels!!! Toxicity is nearly non existent.

Like a surgical high precision knife the Dox is delivered.

That’s all it needs to be is delivered.

It the destroys the cells in location.

No safety issues have been brought up in the two week cycles as of yet.

This is groundbreaking stuff. It has to tread the full safety procedures. Dox would be killing you at this rate.

The difference between 2 weeks and 3 weeks is cell replication is huge!!

It’s the difference that stops resistance growing due to the fact they don’t replicate that quickly.

So 2 weeks is like 👍 huge is destroying the tumour without causing resistance but also resting the body’s immune system to stay in safety protocols.

You do realise that!!!

It’s not just the fact it’s 8 new pipeline drugs it’s the fact of what these drugs are! These are maximum value type drugs that are market disruptive in that they would take chunks away from the majors.

This is why they are all buzzing as they know when this pipeline is revealed the Majors will basically have no choice but to try and acquire AVACTA.

It does come across to me that the way Shaun C describes it that they have to continue to move the business forward but when the market views this pipeline of drugs it’s going to go a bit crazy!!! 🤪

Like Myles said on twitter (X) “FAP is upregulated in ~80% of solid tumours - which account for ~90% of global cancer cases. Theoretically, then, a wide array of pre | CISION-modified warheads could ultimately be used to treat as much as 70%-75% of all cancer cases.”

They will have specifically chosen the best targets in their pipeline that maximise market disruption and that’s and has been the whole significant USP of Avacta these last couple of years. That if they prove Precision delivers and it doesn’t just deliver it’s blowing anything equivalent by a factor of 10 fold!!, then this is a disruptor company of the oncology market of 300 to 400 bil annual turnover.

This is up there at the top. Thats the problem Majors need to be shown the evidence and the pipeline.

This is now what they have.

It’s now up to the majors to squabble over it to see who dares wins!!!

Back to those Tom the bomb valuations of £100 a share is still cheap!!

So many get it wrong here in what has actually been discovered regarding Precision.

Too many continue to focus on the trial of AVA6K but that tbh has now achieved all it was intended to do.

That being prove what precision delivers and how.

That’s been 100% unequivocally proven and BP will now get the rat data that they obviously asked for to prove this replication in other drug models.

There are no other questions now regarding Precision.

AVA6K will continue down the development path rightly so as it will achieve huge help quickly for treating cancer in many types as a treatable disease that you can live a long life with. Even cure many imo.

So it’s nothing to do with the trials anymore it’s simply the negotiation table with the majors but I. The meantime they continue to develop rightly so the company and its options.

Avacta will never continue alone and a major will want total control of the product.

Tick tock Ellily / Novartis / Pfizer / AstraZeneca etc o’clock

SC moved to Chairman

2.5 months ago rat data completed on pipeline of drugs that will ignite majors interest.

Delays in any deals before pipeline was formulated.

BP in US need a pipeline to show value.

We are obviously at that point and majors will be there banging on the door with chequebooks ready!! Tick tock

I guess you answered your own question there Craig!!!

A deal etc

This is why the value is in the precision itself and not the current AVA6k. We have to make-sure that the pipeline is secured to grab the Big Pharma offer on the table. AVA6K is just a proving vehicle for the majors. They will have more powerful uses I suspect.

The reality is AVA6k as incredible as it is now when they attach other chemicals to the warhead which we about to be informed in coming months then we will realise that those warheads are going to obliterate a whole pile of current used drugs probably even Dox!!!

B2 the most relevant comment said here today amongst 98% noise and nonsense posted.!!!

“

J_t:

Whilst AVA3996 is not our No 1 priority, - if we attract a development partner, then it will become a priority.

So I've reserved a place for news along those lines”

Winning ticket

What people need to remember is dosing Dox quicker will massively intensify its killing ability.

Difference in 3 weeks to 2 weeks in cell replication is vast.

Therefore imagine how damaging that is to tumour zone as it’s getting whacked again and again.

Then imagine what the updates will be when they come to report on the patient responses.

Extraordinary Science behold us here.

He hasn’t been boosted in his position for no reason!!

😉

Await news on next stage of events. It’s a pipeline of incoming. All will be pleased 😁

Either a raise or it gets stuffed into another company at a terrible price to shareholders but keeps those NED’s filed with free stock

If they were to raise again before the lights go out in a few months now is the time to do it. Otherwise it gets too late ⏰ like others it then becomes very damaging to SP. So quick raise now might give them enough to see the end of the year. Or they see no deal coming so a flash sale to another company but very damaging to shareholders without doubt. 😕

Even simply wall street sending out messages of warnings. Very unusual.

“

Nuformix

NFX

Share Price 7 Day 1 Year

0.00 -11.8% -26.5%

New major risk - Financial position

The company has less than a year of cash runway based on its current free cash flow trend.

Free cash flow: -UK£438k

This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk.

Currently, the following risks have been identified for the company:

Major Risks

Less than 1 year of cash runway based on free cash flow trend (-UK£438k free cash flow).

Revenue is less than US$1m.

Market cap is less than US$10m (UK£1.47m market cap, or US$1.87m).

Minor Risks

Share price has been volatile over the past 3 months (11% average weekly change).

Shareholders have been diluted in the past year (16% increase in shares outstanding).”

To me this looks like a bit of MM manipulation to get it higher to clear another placing for say £150,000 or so.

They have multiple options but getting it right is important. SC was brought in last year and a seriously experienced head to steer them in the right direction on deals etc.

They have money to take them to 2026 but as we know they have things they can sell and milestones from current partners they have deals already with.

It’s not if just WHEN they have finalised a suitable transaction for DX.

As for therapeutics this is building day by day for a huge deal. No doubt a full TO will happen probably later this year.

They can use current cash to pay HCI loan coming up even if no deal on Dx or licences for a Tx warhead deal. Because they can do the deal later in the year and put the cash in the coffers but most likely they will pay down HCI loan and raise with a fund manager at a significantly higher price because of clearing the HCI loan.

The caveat on all of this is that a TO could well be on the cards and in process subject to 2weekly dosing completion. Thats an obvious point for deal delivery. Nobody will jump in before because it would look reckless if something untoward happened and a major got caught out by it. (Not that this will happen)

“Chairman's Statement

I believe that Avacta has reached a pivotal point in its history. The clinical progress of the pre|CISION™ platform and of AVA6000 enable the company to bring singular focus to the therapeutics division, though clinical development and partnering.

We are also aware of the need to continue to evolve the Board of Directors to best suit the needs of an AIM-listed clinical stage cancer treatments company, to strategically manage the diagnostics division for the best outcome for our staff, customers and shareholders alike and, to create financial optionality with respect to the company bond. The Board of Directors and I are excited about what is to come for Avacta.“