Member Info for Timster

I could be wrong but I have a feeling one of the posters was embargoed in a previous conference and it was just a standard poster when it appeared.

I wouldn't put too much credence on it to be honest.

Good for you LDA?

Do you still think this is the Avacta website? and you are asking them directly?

Very dramatic mcmuff , deal or die, wasn't it crunchy time and the perfect storm the other day.

Are we still demanding CC's resignation?

Absolutely, partnership or takeover will happen it's just when.

Payment will be in shares until then. When they did pop in a cash payment it made absolutely no difference to share price or sentiment, so why bother.

All good for you albertfromg after your "reluctant sell" 😉

"I will be looking to re-enter if we reach 30p/low 30s but then more of a punt on shorter-term volatility..."

Good for you LDA

Thanks GMCC

Which ones embargoed? I thought all 3 posters were available on AACR website?

The what??

It would be the best time to filter the 3 amigos if you haven't already as they'll be all over this.

just for clarity it says this in the fund report

"we sold the holding in avacta as recent clinical data of its targeted oncology drug (a tumourreleased form of the longstanding chemotherapy drug doxorubicin) was underwhelming. while the better safety profile versus the existing standard of care was as predicted, this counts for very little if the efficacy falls below what was desired. "

i'm happy that that is utter ****** though with the evidence of recent data

Agreed

NFT it says it in their report " under whelming efficacy" which as everyone has said is very odd, as all recent RNS and data would suggest otherwise on highly pretreated patients.

Seems odd, maybe they didn't get the March slide deck memo

https://avacta.com/wp-content/uploads/2025/03/Avacta-Corporate-Presentation_March-2025_.pdf

With the following sections:

AVA6000: Preliminary Data Demonstrate Durable Tumor Shrinkage in Patients with Salivary Gland Cancers

AVA6000 demonstrates multiple minor responses, a disease control rate over 90% and median PFS not reached

AVA6000 Results in Complete Regression of Large Skin Metastasis in a Patient with a Minor Response

Unparalleled Concentration of Payload in the Tumor with FAP-Dox (AVA6000) Compared to Conventional Doxorubicin

And then for AVA6103:

FAP-EXdDemonstrates Complete Responses in a Topo I-resistant PDX Model of Gastric with FAP Expression Only on Murine CAFs

AVA6103 Induces Complete Regression in a PDX Exatecan-refractory Model of Sarcoma with Endogenous Tumor Cell FAP Expression

******

Nice find Alex good company to keep on their list

Competitive landscape of the ipilimumab market

Gilead

BMS

Ono

Roche

Prestige BioPharma

Avacta

Baxter

Shenyang Sansheng Pharmaceutical

It's hardly ever been mentioned but is the strategy you see anything like Prometheus

https://youtu.be/v5kstO1R2vA?si=XDyjLGD3b_aAjWON

Great find gmcc 👍

The Tempus tie up looks to be a great move.

Quarterly updates is all we'll get plus any materially important news along the way.

And they've gone quiet on AV3K progress!!