Member Info for Thompi

Touk I read your posts and Wyn’s and I take some of the criticism of the company on the chin. BUT I draw the line at Thorn. He/she is not invested, so why post? Why deliberately try and wind people up? And the AVA6000 non existent half-life issue has been answered many times, including by Tim, who if I remember rightly provided the link.

So if the express aim is to stir up some up some 💩 then Thorn shouldn’t be surprised to get some back.

Sheppy, in this instance I totally agree with you. I would add pompous and patronising to the list.

“Icecool …. ‘I’ve already explained why this is a non event’

You are the most arrogant, blinkered , annoying and smug poster on this worthless board . Let me tell you that accolade takes some achieving.”

It’s frustrating for investors to see the date changed again at such short notice - and somewhat embarrassing for the company.

Ice, I know I’m being pedantic but the Avacta update at the end of March said “extends cash runway into Q1 2026” which is different from your post stating “they’re fully funded through Q1 2026” which implies they have cash to the end of the first quarter. “Into Q1” could mean just January or partway through the quarter, not necessarily all the way to the end of March.

An Icecool classic from X yesterday:

“Why are you even concerned. The SP is at a 5 year low. It’s on sale!. What a time to be alive. Hopefully everyone has ammo to take advantage”.

I’m not sure everyone will you agree with you on that one Ice. I think many LTH’s are fully invested with no “ammo” left or just plain fed up.

Try this link BV. Hope it works okay for you.

https://x.com/tom_the_bomb__/status/1925137772941107405?s=61&t=BBb2UcjLDTXOFIzJM-vM6A

Ice, I find your posts incredibly naïve at times. Day-to-day share price fluctuations are just part of investing. BUT a sustained, prolonged low share price is a serious concern, especially given the risk of dilution at these levels, whether through ongoing CLN conversions or a potential future raise. Yes, we all hope the company can secure non-dilutive funding, but to dismiss the risks outright from your lofty perch is simplistic - bordering on idiocy.

I agree with ic152: “To say the SP is irrelevant is just a load of rubbish!”

Hi Harrogate you asked for the “gist” of the Citeline article. This is Grok’s summary of the article. Apologies in advance if the punctuation or paragraphs go awry - LSE and I don’t get on when it comes to copying and pasting, but here goes:

**Summary of Avacta's pre|CISION Approach (16 May 2025)**

Avacta Therapeutics, led by CEO Christina Coughlin, is revolutionizing cancer treatment with its pre|CISION platform, which enhances the safety and efficacy of toxic chemotherapy drugs.

- **pre|CISION Platform**: Utilizes a peptide "mask" to deactivate cancer drugs until they reach tumor sites, where they are activated by fibroblast activation protein (FAP), a tumor-specific enzyme. This reduces systemic toxicity and allows higher effective doses.

- **Lead Drug AVA6000 (FAP-Dox)**: A modified doxorubicin with significantly improved safety. Phase I trials showed a 91% disease control rate and nearly doubled progression-free survival (PFS) in salivary gland cancer (SGC) compared to benchmarks (median PFS not reached after 25 weeks vs. 15 weeks). It was well-tolerated at doses up to 385 mg/m², with minimal cardiac toxicity.

- **Pipeline Expansion**: Includes AVA6103 (FAP-EXd), a FAP-activated topoisomerase inhibitor with sustained release, targeting an IND filing in December 2025 and Phase I trials in February 2026. Avacta aims to develop one new candidate annually.

- **Strategic Shift**: Transitioned to a pure-play therapeutics company, focusing on pre|CISION to attract specialized investors. Strong IP protection, with foundational patents lasting 10 years and new sustained-release IP extending exclusivity for 20 years.

- **Future Vision**: Plans to advance AVA6000 into Phase 2 trials for SGC and other cancers (e.g., breast cancer, triple-negative breast cancer, soft tissue sarcoma) by 2026, with initial Phase Ib data expected by end of 2025. Aims to replace toxic drugs like doxorubicin in curative settings, particularly for breast cancer, and pursue strategic partnerships.

Avacta’s targeted approach could transform oncology by minimizing toxicity while maximizing efficacy, with potential to address unmet needs in hard-to-treat cancers.

Hi Harrogate, sorry about the slow reply to your post - I have been out most of the day.

One key point about the Citeline article is that it’s a respected industry publication aimed primarily at professionals, researchers, and institutional investors. While much of the content is already in the public domain, what stood out to me is the company’s stated ambition to develop one new drug candidate a year. This is mentioned three times in the article.

“Under CEO Christina Coughlin, Avacta has transformed into a pure-play therapeutics company with strong IP protection, an expanding pipeline of pre|CISION candidates, and a vision to develop one new drug candidate annually while pursuing strategic partnerships”.

“What excites Coughlin most about this technology is its broad applicability: "We can take almost any cancer drug and stick our peptide on it," she said. The company's goal is to develop at least one new drug candidate per year while pursuing strategic partnerships to maximise the platform's potential.”

“Looking ahead, Coughlin envisions expanding both Avacta's internal pipeline and strategic partnerships:

"Five to 10 years from now, we still very much own every aspect of pre|CISION," she states. "Our goal is to make at least one new drug a year, and we're well on track to do that."

The company is actively exploring collaboration opportunities with potential partners to expand the reach of their technology while continuing to develop wholly owned assets for high-value indications”.

QUESTION:

Why did Katie Pilbeam at the start of the webinar state: “Today we will be concentrating on the company's proprietary science. The 2024 results, they'll be published in the near future, so we're excluding questions relating to commercial or financial matters for the time being”. And then the first fecking question she asked was: “Thinking about the company strategy, what is the priority in achieving value for investors, focusing on clinical trials and commercial opportunities, with the existing pipeline of assets or other potential warheads? Dur - that is a commercially-oriented question.

Then, the following day, Avacta shared a link on X to an excellent interview with the CEO. Unfortunately, the article is behind a Citeline paywall, which meant many investors - myself included - were unable to access it. I tried numerous unsuccessful times to subscribe to Citeline. I eventually had to rely on another investor to share the content with me in order to read it.

Avacta are brilliant with the science but their poor comms are incredibly frustrating at times.

Tbh I would much prefer that the company announce a date for the prelim results, which as per the quarterly update should be this month, than listen to Katie Pilbeam mispronounce doxorubicin again. I hope that they will still have the usual results Investor Meet style presentation with a Q&A. The September presentation had some good questions around licensing deals and partnerships. It would be interesting to hear if CC’s outlook has changed since then.

We’ve already had an R&D spotlight on the “Beast” AVA6103 on the 28th April. And whilst I am interested in what CC says in the TP webinar re the three AACR posters, especially the SGC data, at this moment in time I’m more concerned with how they are progressing commercially.

So come on AVCT give us a date for the prelims. And a business update presentation.

BV – like many of your posts, but for the record, I found the last sentence in your reply to Bella to be, at best, crass - and at worst, offensive and completely unnecessary.

And why hasn’t a date been announced for the prelim results? The company has said they’ll be released this month, so why the delay in confirming when. They typically have previously given a minimum of 7 days notice. There are fourteen working days of the month remaining. If there’s no presentation with a Q&A, and no valid reason for it’s absence, it going to look like an attempt to dodge awkward questions.

I think because I used the word a*rse LSE decided to censor it and remove all my capital letters.

is myles talking out of his **** or is there some truth in what he is saying? i have seen enough of myles’s tweets to know he is usually wrong - in fact i don’t think i have ever read a myles ‘prediction’ that has yet been correct. i hope he is right this time….

https://x.com/mylesmcnulty/status/1920771905935614392?s=61&t=bbb2ucjldtxofizjm-vm6a

And courtesy of another board - Vietnam

“This is the first time I have seen Parsortix used in clinical research in Vietnam.

Apologies for any translation Grok errors.

Tâm Anh General Hospital’s laboratory is equipped with modern technologies such as Parsortix for separating circulating tumor cells in blood, Leica Bond RX for immunohistochemical staining, serving the research on two biological markers ENPP1 and cGAS. For the first time, these technologies are applied in clinical research in Vietnam, and Tâm Anh General Hospital is the unit qualified to conduct tests for these two markers in the VISTA-1 study.”

https://vietnamnet.vn/8-benh-nhan-dau-tien-thu-nghiem-thuoc-dieu-tri-ung-thu-cua-my-2397999.html

Nicolas, I’m not saying it’s been easy as a LTH investor in AVCT, because it hasn’t been. But personally I find shorting small Biopharma companies abhorrent. As for TW, it’s not just that he profits from others’ losses- he seems to revel in them and gloat at them. I find him deeply loathsome, he genuinely makes my skin crawl.

I filtered STT1 a while ago, but I’m guessing the green boxes mean he’s back.

Just took a look at TLY SP - down 77% YTD.

Then checked HVO - down 3.66% YTD.

Probably best you stick to your own board, you prize pratt, and keep posting your ‘wisdom’ there. What a bell-end.

Interesting research paper, published today, where Parsortix compares very favourably to CellSearch. It’s quite a heavy read - I had to read it three times.

In the end I asked Grok - because it’s hard to summarise.

From Grok:

Overall Assessment:

- Given the paper’s focus on integrating CMC enumeration with genetic analysis, Parsortix emerges as the better system for the study’s objectives. Its higher detection rate (81.0% vs. 71.4%), slightly higher CMC counts, and compatibility with molecular workflows outweigh CellSearch’s advantages in purity and clinical standardization. Parsortix’s ability to capture diverse CMCs and support sequencing aligns with the evolving needs of melanoma research and precision oncology, where molecular insights are increasingly vital.

https://www.nature.com/articles/s41598-025-99153-y

Touk - WTF are you talking about? Tim gave you a link to one of the R&D Spotlights weeks ago. Aldebaran quoted Francis from the most recent one. Yet still you persist with this unfounded ‘concern’ about AVA6000’s half life.