Member Info for nursesteve

“Upon the earlier of (i) the date on which the Company publishes the data readouts of its Phase 1b trials of FAP-Dox (AVA6000) in triple negative breast cancer and (ii) 30 June 2026, the Bondholder will have the right to accelerate the satisfaction (in cash or shares) of one or both of the Deferred Repayments”

Perhaps triple negative breast cancer data incoming? 🤔

Well said ice 👏 100% agree!

Just reached the average daily volume traded here. Looks like serious buying (and above the placing price). 70p the floor and probably not going to be seen again. GLA

Straight from Chris the data will show WE CAN EFFECTIVELY TREAT CANCER - “The initial clinical data on the Gen Two program AVA6103 in late H2 2026, as well as further Phase 1 data on Gen One AVA6000 later this month at the BIO International Convention, mark key milestones for the Company, as we expect that these data will provide validation of our pre|CISION® technology in patients, by demonstrating that both our First and Second Gen molecules can effectively treat human cancers”.

My top-up buy order triggered! GLA

The beast is the heavyweight that should shift the SP. Before we get to it there’s more data due at the end of the month “We look forward to presenting further data updates from this trial later in June, at the BIO International Convention." FDA are aware of all the results before we are and already lifted the dose limits for AVA6000. If the data supports AA for any of the various cancers it’s likely the first we hear is an RNS saying it’s been approved.

Directors will be aware of what’s going on. RH has agreed to take a key position and takes over that role shortly (ask why he’s moving into a more active position and why now) this is very positive for AVACTA as a company. Quite a few directors (as well as RH) have said words to the effect that 2026 is Avacta’s year and we are already mid way through it!

What was that saying on the other thread?

‘Nothing seems to happen until it does’

GLA

Disappointing reaction from the FUD brigade. I put a limited buy order in at 74p for another k worth to top up this morning. So far you’ve not made enough of a dent in the share price.

Richard Hughes knows what he’s doing and the best is still to come. I’m happy following the money! GLALTH’s

Again if we are playing DA dox being dox it could pivot either way

🚗 we agree! 😮 not long now!

Wyndrum the key pivot point I take from it all is the data that’s due H1 2026.

From the recent RNS

‘AVA6000 clinical data from the Phase 1a and 1b cohorts are expected in H1 2026 - including updated efficacy data in expansion cohorts, the lead indication of salivary gland cancer, and cardiac safety data which resulted in removal of lifetime maximum dose limit’. - be very interesting to see the data behind the FDA lifting the limit and the updated efficacy data. It’s got to be an improvement or they wouldn’t have lifted the lifetime limit? & with no standard of care a shoe in for early approval?

Again mentions various discussions with multiple parties on potential partnering of first, second and third generation assets.

“Our strong financial position, having raised £32.5 million over the last 18 months, provides us with a cash runway into early Q1 2027 and through key value inflection points. This promises to be a transformative period for Avacta and our patients."

From the recent RNS on the outlook for 2026 -

“AVA6000 clinical data from the Phase 1a and 1b cohorts are expected in H1 2026 - including updated efficacy data in expansion cohorts, the lead indication of salivary gland cancer, and cardiac safety data which resulted in removal of lifetime maximum dose limit.”

If there’s improved efficacy for salivary gland cancer then I’d expect rapid approval from the FDA considering it currently doesn’t have an approved standard of care. Not long to wait as it states this is due in the first half of 2026. GLA

Definitely no adverse reactions then!

Pedro are you saying they had no choice? So it was Heights that initiated it?

For my part I’ve asked for some explanation of the thinking behind the recent heights loan repayment and a question in progress to list in the USA

Hoping that there will be some value inflection RNS news to discuss before the meeting

Anyone submitted a question yet? Care to share?

Bit different to last Thursday. Rather than sellers being in control looks like (based on the volume ) that holders are in the majority here. GLALTHolders!

I must admit I’m in danger of averaging up 😜

I’m feeling increasingly confident the trials are going well as if there were any adverse events I think they would have been reported by now. Much more likely dosages are being tolerated well and the significant efficacy is being shown GLALTH’s

Spbhoy looks like you (and a few others here) called it about the small pullback before we head north again. GLALTH’s

Worth noting the FOCUS trial for AVA6103 differs from that used previously for AVA6000 as it uses an adaptive trial methodology (Bayesian Optimal Interval). Effectively halving the exploration timeline to find the maximum tolerated dose. As the safety and tolerability are sought they might well also see early signs of efficacy?