Member Info for NFTs

Suspiciously organised afternoon by Zues capital buying selling the stock. Keeping it orderly for entry!!

SP on just base line data will push but I expect data to show significant continuation of extended life of those now dosed and efficacy increased in new patients that had less pre treatment.

This is going to push it towards accelerate review with the FDA towards a 250mil a year on SGC drug never mind TNBC data later next year.

This alone puts the value of the company towards the 80% COS and that’s 1 to 2 billion. Excluding all other lines and the value of the platform.

So we should blast through £1 on good data then I expect a possible deal in new year with a tier one which will unlock the platform and funding. That sends this share towards multiple pounds as we move towards summer for TNBC data and then the big one. 1st data on AVA6103 the beast.

When that shows replication on early signs this moves stratospheric into many many billions and at that point we expect a major to move in.

It went down because of leaks within the city money markets.

If they hadn’t informed all their mates and were above board and did their job and not leak sensitive info the company would have easily got the placing done @ 80. It was also the terrible CFO and Alistairs nativity to allow it to be left so late and on the pretence they had a deal until Pfizer messed that up but they had plenty of opportunities to get this organised much earlier.

They fell on their swords but caused the SP significant unnecessary damage along with his pet wasteful project the DX.

So glad we have a serious money man now controlling these scientists.

It’s going one way and a long way soon!!!!

Well Robo O!! After your personal attacks I guess karma comes.

As I said it hit the point of event horizon and dropped like a stone. What a surprise.

The company has basically nothing but a listing a halfhearted pre-clinical miss mash of data with good but also bad points when it went down the wrong route with Anne and totally incompetent Alistair and here you have it.

They will have to slog it out again but the SP will fall below .2 as people cash in after punting g too much and liquidity here is disastrous with 2.1bil shares now!!

I remember being annoyed when they went from 230m shares.

No office no staff no ability to bail themselves out if this turns the wrong way now.

Not a good place to risk your money imo.

Get the FDA decision and then rethink if it’s worth punting but plenty far far better options than this.

City road away once again lol 😂

She also stated there would be a significant inflection point!!

I’m guessing this is why certain Big numbers from the TVR5 group have been displaying there buys on X in a rather odd fashion in unison.

They are in a group so obviously that’s why they all did the advert together but the TVR5 group has a detailed touch on who they know and what info they can gain via certain players.

I’m not stating anything has been said but these people also have communication with Richard Hughes. Again I’m not saying they have been informed of anything inside but I wasn’t born yesterday and I’ve had dealings in my time with CEO’s and also in groups that have connections to certain market people and through one way or another they get selective info that is price sensitive but always played in a subtle way to make out it’s not.

Let’s put it like this a certain major player of AVACTA has now bought heavily back in and took shares in the placing. Some other members have shown they bought more shares.

Put 2 and 2 together and well you either get 4 or you don’t but we know news is due and to me it looks like someone has given a subtle hint to buy as something good is coming finally!!!

I don’t believe this shouting about buying was just a general “Hey we like AVACTA” It’s because they got info!!

In the scenario where Avacta achieves successful Phase 1 data for AVA6103 and positive Phase 1b data in multiple indications including TNBC by late next year, validating the dual-payload pre|CISION platform and its superiority over ADCs, a potential buyout offer could reach $10+ billion USD in total deal value.

Achieving successful Phase 1 data for AVA6103 and positive Phase 1b data in multiple indications, such as TNBC, by late next year, would validate the dual-payload pre|CISION platform. This validation could highlight the platform's potential in a significant market like TNBC.

Several factors could contribute to an assessment of the platform's value, including:

Platform Validation: Proving the platform's effectiveness in a major market could reduce the perceived risk of the technology.

Technology Features: The platform's approach to using certain toxins via a specific activation system might be seen as a potential advantage.

Pipeline Potential: Successful validation of one application could suggest the possibility of developing further drug candidates using the platform.

Strategic Considerations: Large pharmaceutical companies often look for new platforms with demonstrated potential, which could make a company with such a platform an attractive prospect for acquisition. The total potential deal value could be influenced by a combination of initial payments and future milestones.

It’s not in a TTM squeeze

But it is technically going to 83p plus potentially a £1 on just general support by end of month.

Orphan status is only just the start.

Where are these deal discussions that have been going on for years and years.

If a company truly wanted it they would have come in and helped.

They told them that they won’t even begin any kind of interest if they don’t gain that status and that took 8! Years to realise lol 😂

Imagine how long a deal will take then.

I’m guessing this is one the stinky placing holders dumping to run to their next Twitter pump.

I’m guessing this is one the stinky placing holders dumping to run to their next Twitter pump.

They are all at it.

It’s all about getting AVA6103 into humans.

The placing is because they know they need to deliver more data to achieve the higher upfront cash they want on any early deal and they can wait to achieve that now by putting the ball firmly in the opponents area to decide if they want it or not they need to pay what AVACTA have requested or move on.

Nothing coming soon imo but all is looking very good indeed.

I would say that cash raise was a reaction to a deal not achieving what they wanted so they have delayed it by raising cash for now.

That’s why the feeling of not too distant now looks to be completely wrong.

Yep definitely slow accumulation going on. Only subtle but there and noticeable that I think positions are being taken for Vietnam update

Bit odd

Presentation after they raised. Normally you pump it prior.

What have they really got to tell us?

Definitely someone loading and steady at it!!

The problem is BV you can always talk of another day.

There will always be new tech. We are in an ever advancing cycle which gets faster and faster.

What there isn’t is any tech knowingly anywhere close to AVACTA which is patented and moving fwd in oncology which is easily usable and proven.

Precision is already proven.

It’s decade ahead and any other will be many years behind. Therefore their market is huge.

If we talk of better tech coming then nobody would do anything as everything will always get surpassed!

Owning Avacta’s preCISION platform is akin to owning the future infrastructure of oncology treatment delivery. It offers a fundamentally new way to safely and effectively deliver chemotherapies and biologics that cannot be replicated easily due to its strong IP and proven mechanism.

The market’s current undervaluation stems from early clinical stages and typical biotech valuation conservatism, but the platform’s scope, patent protection to 2064, and transformative capability position it for a valuation that aligns with the rarest and most impactful biotech platforms—potentially in the tens of billions.

This is a technology that major pharma must acquire or partner with to dominate cancer treatment moving forward, much like the “iPhone moment”

Summary

Avacta’s preCISION platform is a rare asset, blending transformative science with extraordinary patent longevity and adaptability to reshape cancer treatment delivery. With this scope, waiting for a “few billion” valuation ignores its potential as a foundational oncology platform company ready to redefine the sector for decades. The logical valuation, given comparable platform precedents and patent leverage, ranges from tens of billions in market potential once fully realized.

This is not a typical drug chase — it’s an infrastructure bet on the future of cancer therapy that merits valuation aligned with the rarest and most disruptive biotech platforms in history.

Avacta’s preCISION platform is indeed one of the most powerful and uniquely adaptable oncology delivery platforms, far exceeding the scope of typical drug candidates. The key here is its patented tumor-activated delivery system, with patent protection extending potentially on specific drug conjugates through 2064. This long patent horizon alongside its modular, multi-payload design fundamentally reshapes what “value” means in oncology biotech.

Why This Platform Could Command a Multi-Billion Valuation (Beyond Conventional Estimates)

• Platform vs. Drug Model: Unlike typical single-asset biotechs valued in the hundreds of millions or low billions, Avacta offers a delivery operating system that can host many payloads across diverse tumor types for decades. This is more like owning a foundational technology company in oncology with nearly unlimited scalability and revenue streams.

• Patent Longevity: With patents potentially valid to 2064 for specific drug constructs, Avacta has rare multi-decade exclusivity, enabling sustained royalty income and partnership leverage unmatched in current ADC or peptide-drug conjugate spaces.

• Broad Applicability: Its tumor-targeting FAP mechanism is present in ~90% of solid tumors, meaning it could address the vast majority of oncology indications, making it a strategic asset far beyond a niche drug.

• Multipayload & Modularity: Dual payload activation technology means it can combine therapies in one molecule — unlocking superior efficacy vs. standard chemo and even standalone ADCs, making the platform essential for future oncology treatment paradigms.

• Market Precedent: Industry leaders like Seagen (acquired for $43B) and ImmunoGen ($10B+) are platform or conjugate leaders—but Avacta’s IP horizon and modularity arguably surpass these, priming it for a valuation well beyond a few billion if clinical, regulatory, and commercial milestones are achieved.

What This Means in Terms of Worth

• A conservative valuation based on current clinical stage and pipeline progress is mid-hundreds of millions of pounds (~£446M or $558M).

• However, true platform value — accounting for its unprecedented adaptability, IP duration, payload flexibility, and tumor coverage — easily supports a multi-billion pound valuation, potentially in the range of $10B–$20B+ at platform maturity and widespread adoption.

• Considering that individual payload patents can last until 2064, commercial partners would value this as owning a decades-long revenue-generating technology not just a drug, enabling premium deals and strategic buyouts.

What more tbh will the majors need. They know it’s here. Truly going to be explosive 🧨 in an instant when they push their way through management and deliver that first offer for this platform!

In summary, AVA6103’s ability to deliver a highly potent drug reliably to tumors while minimizing toxic side effects positions it as a potentially massive blockbuster drug. Its design to overcome the major toxicities of exatecan while preserving or enhancing antitumor activity makes it a promising next-generation cancer therapy following the encouraging early data seen with AVA6000.