Member Info for Toukankahmoon

Watching

As I have posted before, we agree on a lot of things.

It is impossible to put a value on Avacta in say 12 months time. We could indeed be millionaires. So why not be patient.

How many times have we thought this would be the year.

Oh so heartwarming. McNumpty rallies his Pom Pom girls. Come on lots of mindless ramping today and you’ll all be on double pay.

Nothing happening here until 6103 delivers initial results around June.

Or as CJ62 posted if it delivers Avacta will be worth billions.

And still the deluded Poms Poms wail that no one understands Avacta like they do. All the BP scientists and the institutional investors are all thick as mince. Only the “heroes” on here understand the truth. And to make it worse their tribal zombies cheer them on Heaping insults and character assassinations on those of us that try to explain:

I’ll make it as easy as possible;;;

AVA6000 is now truly overshadowed by AVA6103. Hopefully the next cycle of AVA6000 P1 results will secure a licence deal.

Regarding AVA6103: progress looks on track to deliver initial results sometime around June which will be pivotal one way or another. In the meantime expect the SP to at best track sideways at current levels.

IceCool

You really don’t get it do you?

It doesn’t matter what you think or what I think. The people who matter value Avacta at 50p. You’ve whined on about this so called disconnect for years and produced your own over optimistic valuations. But history has proven you wrong every time. So unless you can find a private buyer for your shares, then for the moment you are stuck with AIM regardless of what you and your sycophantic pals on here think.

Hopefully this will all change later this year when initial 6103 trial results are published.

GLA

NFTs

I do not believe that after 5 years of spectacular progress that there are still BP that are ignorant of Avacta and it is this ignorance that is stopping them from making a bid that reflects Avacta’s current worth. You guys are delusional.

Opti

I have said that you should care about what the SP is because it has a very real impact on Avacta’s ability to raise cash and it affects the extent to which your shareholding will be diluted. If you cannot grasp that you shouldn’t invest in shares.

Some on here refer to me as Derek. They also know my surname (it would break LSE rules to publish it) due to me accidentally including it in a post on here that contained a letter to me from my MP back in the good old LFT days. Those people have accessed my FB account. Also a Google search on my name used to pick up documents referring to my “achievements “ until Google got worried about privacy.

Anyhow those posters don’t make character assassinations because they know the truth. And yes I was a consultant with D and with A back in the day.

Thanks guys - you know who you are.

Ice and others

As it happens I was in AI zoom meetings separately with two of the big consultancies yesterday trying to catch up on the “technology “. But that is an aside.

Factually what was inaccurate about my last post? Apart from some pedant arguing that I have predicted June and CC has indicated 1H26 which of course starts in July.

Pivotal moment one way or the other when first 6103 results are published around June. I believe results will be unequivocal and deal(s) will follow closely on tail of that.

And still the deluded Poms Poms wail that no one understands Avacta like they do. All the BP scientists and the institutional investors are all thick as mince. Only the “heroes” on here understand the truth. And to make it worse their tribal zombies cheer them on Heaping insults and character assassinations on those of us that try to explain:

I’ll make it as easy as possible;;;

AVA6000 is now truly overshadowed by AVA6103. Hopefully the next cycle of AVA6000 P1 results will secure a licence deal.

Regarding AVA6103: progress looks on track to deliver initial results sometime around June which will be pivotal one way or another. In the meantime expect the SP to at best track sideways at current levels.

So get over it and be patient.

I’m not as downbeat as Wyndrum because it’s been on the cards since 2Q25 when there was a huge shift towards 6103. Little news then leading up to what was supposed to be pivotal announcements before year end and CC’s terrible presentation appearing to kick the can down the road on 6000 yet again. For me that confirmed my prediction of June at earliest for 6000 results that would secure an acceptable deal alongside initial 6103 results that will be the pivotal moment.

So I had already resigned myself to a 6 months wait during which there will probably be ample opportunity to buy more shares if I want to. But seriously now I don’t think I will buy any more the risk reward balance has changed due to today’s RNS.

GOOD LUCK ALL

Pedrol

CJ62

It is so predictable now that whenever you don’t have an answer you switch back to insults or character assassination.

JRDC

This is only clarification of what CC said in December.

I had already set my sites on June anyway.

Good news is that the money lasts until then. Not sure whether the accounts will be able to be signed off on a “going concern “ basis though.

IceCool

Few weeks back peeps laughed when I posted about focus now would be entirely on 6103. I even asked whether Avacta would take 6000 into P2.

Now here it is in black and white. CC has said that 6000 will only be developed in a partnership.

However I was wrong about needing a fund raise yet. That is a relief.

Can’t you read?

CC has repeated her assertion that the extra data on 6000 is required in order to command an acceptable deal which will then fund further development

Regarding 6103: the RNS supports my earlier prediction of initial data being released in June.

Therefore IMHO no deal until after June.

For the record see Avacta website - Our Science:::::

“1st Gen – No spacer or PK extensions

AVA6000 (FAP-enabled doxorubicin)

> No PK extension: the half-life (t1/2) of first-gen compounds is 30-90 minutes, with extension of released warhead t1/2

> No spacer to modulate the kcat/Km (baseline is high efficiencykcat/Km)

2nd Gen – Extended chemistry and increased half life

Enhanced plasma protein binding

> Alternate capping group with PEG links to enhance plasma protein binding and extend half-life of the preCISION® molecule (t1/2of hours in plasma)

> Self-immolativelinker allows additional warheadchemistry to link to the D-Ala-Pro peptide”

Oh FFS I only wanted to know how it’s delivered

Thorn why did you have to drag up half-life again. It won’t matter in a few days when 6103 gets IND.

Oh please don’t talk about half life. We just need to agree to disagree in order to stop the tribal warfare on here. And especially as it isn’t an issue for 6103 anyway.

I was just curious to know if the actual time to give a dose increases with the “strength “ of the dose that is all. BTW I can Google it but wanted an educated view from our resident scientists.