Member Info for PL75

Not sure what he’s saying but I’ve seen plenty posts about him posting the same old nonsense. I wonder if coffin dodger Derek will look back fondly on his last years of his life when he trolled a business trying to cure cancer. What a weirdo.

Meanwhile CC continues to hit milestones and promote the great work her team are doing. Great RNSs recently, it’s good to be a relaxed long term holder.

I see you, but won’t read it…. Get out of my thread green bin Derek.

Great poster, they’re really shoving the comparisons with blockbuster drug Enhertu down the throats of big farmer. If this trial goes well, holy moly….

Think yourselves lucky to be here before the fireworks. All very serendipitous… covid brought me here, but I was always staying when I saw the day job and the mouse models. There’s no way I’d have discovered this share otherwise, so thanks for the good times global pandemic! Here’s hoping we’re on the cusp of the potential being realised. Initial data readout later this year. Safety first, but any sign of efficacy and the huge potential then I can’t imagine what the takeover figure will be. Good luck all. Sod the green bin trolls,

Conclusions for 6103. Reads very well… I’ll give it a strong buy.

• AVA6103 is the second pre|CISION® clinical candidate and is based on the novel sustained

release mechanism that provides for prolonged release of payload directly in the tumor,

minimizing systemic exposure via a specific cleavage of the peptide by Fibroblast

Activation Protein-α (FAP)

• AVA6103 shows robust and durable complete responses in a number of PDX models with

expression of FAP only on invading murine fibroblasts of varying levels of expression

• Topo I payload delivery studies comparing exatecan delivery from AVA6103 and deruxtecan

delivery from Enhertu® demonstrate three key differences in the PK of the payload: 1). more

rapid tumor penetration and payload release with AVA6103; 2). tumor Cmax of more than

one log higher with AVA6103 v Enhertu®; and 3). TSI of 3X higher with AVA6103 v Enhertu®

• These preclinical data suggest the sustained release mechanism has optimized payload

delivery with a high intratumoral concentration and prolonged exposure of released payload

in the tumor, coupled with limited systemic exposure of the released payload

• The pre|CISION® peptide is cleaved only in the presence of membrane-bound FAP

expressed on the cell surface of cancer associated fibroblasts (CAFs), and active exatecan is

released in the extracellular space. This mechanism masks the toxic effects of a payload in

healthy tissues and mediates specific delivery of exatecan to the tumor

• AVA6103 is being evaluated in the FOCUS-01 Phase 1 trial (FAP-Exd in Oncologic Cancers

with Unmet needS), with first dosing in March 2026. The trial is being conducted in six

indications, including SCLC, PDAC, Gastric/GEJ, Cervical and Vulvar, CRC, and HR+ BrCa

There won’t be a deal until they have data. Accumulate, sit back and relax

*bulletin

Can you also post your prompt for context?

I asked Gemini what that phrase meant in the context of a first patient being dosed in a phase 1 trial. No clues or hints or context. Here's the response :

Dosing the first patient in a Phase 1 trial is a massive milestone—it’s the moment a drug moves from "theoretical/animal-tested" to "human reality." When a company mentions favourable biomarker readouts at this stage, they are essentially saying: "The drug is doing exactly what we predicted it would do to the body’s chemistry."

Sounds good to me. It works (tm)

They’re not using the MTD thanks to Project Optimus and their work with the FDA.

I predicted the raise back in Jan. It’s quite easy to predict CC as she says what she’s going to do, puts it in a roadmap and then delivers it. That’s why she’s excellent.

There’s an if before, but this quote sums up the potential “Watch out, here we come!”

“I think we might be seeing something interesting in the clinic coming up”

It’s just a matter of time now. Brilliant enthusiastic interview, well done CC

Just going to watch it in full now. Just watched the first min and well, that’s awkward. I know what she meant but ‘we want to kill the cancer before we kill the patient’ isn’t a great advert 😂

Nice! Great industry recognition for CC who is doing an excellent job and continues to hit milestones. More eyes on us!

They're in regular discussion with the FDA so there would never be a situation of applying and hoping. They know what they're doing.

Exactly that. Why raise more now if it's not going to be needed or if it's likely the price will be higher once the data is released. CC is doing exactly the right thing. If they need more money, it's clear they can easily get it from the oversubscribed placements.

Another CC milestone met, Q1 as promised. Surprised she got permission to stretch Q1 in to May, but no doubt she also hates the trolls

Great stuff CC, prioritising the long term. All as expected and a decent price considering broader market conditions.

The price is up today. Someone knows something, I think a takeover is imminent.

If you’ve not got a fluffier handy, invent phantom nonsense. Gives the old codger something to do before the inevitable I suppose

McPumpy's track record for wild predictions is 100%. Sadly incorrect every time but never mind.

I'd be very happy to see a raise, gives more time for more data and ultimately a better long term outcome. Much better than doing a weak deal to keep the lights on. Ava6k is a valuable asset that's proved the precision concept, it'll be worth a few bob one day. I'd rather see a deal for stapling a BP warhead on a precision molecule, prove the licensing model will work long term to keep the vultures at bay for as long as possible.

I think we'll see a raise, then we await additional ava6k data and how the beast is getting on which will be quite the transformative infection point...

Nevermind comparisons to others. In years and decades to come people will talk of the legend Avacta and doing an Avacta due to the 1000x ++ meteoric rise to glory.

Or we'll get taken over before there's a chance. Still, it'll be worth a few bob so worth holding. Happy Friday folks