Member Info for Toukankahmoon

Matml74

But the issue as always with Avacta is what aren’t they saying.

On 17th December why weren’t we given bang up to date data rather than from a cut off date in October? Why with such excellent 6000 results do we have to go another cycle?

Please try to be nice.

Toukankahmoon

Posted in: AVCT

Posts: 4,277

RE: Its a strange thing....Today 00:18

I don’t object to posters disagreeing with my views especially if they state why and then support their view with facts.

What I object to is the totally unnecessary rude attacks on people. How is that useful in any way?

And that is where Windrum started this thread only to have the usual suspects respond with their usual spite.

So why can’t we all at least pretend that everyone on here is invested and wants Avacta to succeed and isn’t employed by TW or anyone else and doesn’t have multiple aliases??? And then this BB would be far more useful and friendly.

HOW ABOUT WE ALL GIVE IT A GO

I don’t object to posters disagreeing with my views especially if they state why and then support their view with facts.

What I object to is the totally unnecessary rude attacks on people. How is that useful in any way?

And that is where Windrum started this thread only to have the usual suspects respond with their usual spite.

So why can’t we all at least pretend that everyone on here is invested and wants Avacta to succeed and isn’t employed by TW or anyone else and doesn’t have multiple aliases??? And then this BB would be far more useful and friendly.

HOW ABOUT WE ALL GIVE IT A GO

I am happy to stop posting, if the Pom Poms stop their spiteful snide character smears.

Knotagain

Surely have a right to reply to Sheppy’s sh*t stirring

Sheppy

I looked at your posts back to September. There is nothing constructive or useful just attack after attack on other posters on here. Surely you have something better to do.

Pedrol

And what exactly is your point?

Post something about Avacta rather than continually attacking other posters. I know it’s unfashionable but “play the ball not the man”.

P ed rol

Why do you post on here when all you want to hear is hype and optimism about Avacta? Surely the value is in hearing all views and analysing them in order to get as accurate risk/reward picture as possible? And Windrum’s views have been far more accurate than most.

If we could avoid posts of the sort “aunty’s tea leaves say massive re-rate tomorrow “, “fill your boots they’ll never be cheaper than this” or even just character assassinations. Then this BB would be a far better place.

Just saying

BV

I do value your view when it comes to bio science but not investing in general because you have fallen in love with this share.

Yes it is difficult to put a timeline on the end of P1 let alone P2. But the next inflection is going to be one of the following:

1. a licence deal - though I infer from what CC says that more data for 6000 is required

2. A fund raise

3. Initial results from 6103 cohort one - I don’t think we will have to wait longer than that for a market reaction.

Regarding 1 there is an outside chance that the last set of 6000 data was enough to secure a deal but dotting the is and crossing the ts is taking a few days more.

Regarding 3 my model says June earliest but I welcome other rational views.

I think you assume the market is far brighter than it is, Robert. A big and regular mistake you make.

#AVCT’s invention (ie removing the need for an antibody, thus removing the need for an antigen target, thus removing an entire stage of the ADC process, is nothing short of groundbreaking).

Look at the amount of literature around antigen targets (just HER2 is a thesis in itself I find).

Targeting FAP and removing the need for an antigen turns the entire industry on its head.

It took me a very long time to understand it, despite having followed all the soundboard and the watched the spotlights. It’s not simple (I don’t care what anyone says).

If a change can disrupt many (multi billion) business models, it’s only right diligence should take time. Why shouldn’t it? It’s critical to them.

I know what I hold too. I know the management team. I understand the technology as best as I can. I understand the various personalities involved. But I also know the market (including the analysts and the institutions) are nowhere near as tuned in as you think they are. They will follow pharma into the trade. 100%.

That why I’m looking at the structure behind Avacta as much as the process in clinic. I’m expecting more broker changes and more NOMAD changes.

On 8/12/2025 Peel Hunt was listed as NOMAD on the RNS footer ‘Preliminary Data in Faridoxorubicin Phase 1b Trial’.

On 17/12/2025 AVCT’s NOMAD was removed from the RNS footer.

Ironically, the change everyone craves (to ensure the technology is better represented) is well underway imho.

The company and board is a different beast.

As for whether the CEO could have discussed deals in the Q&A.

She’s MORE than bright enough to understand the bounds within which she can operate.

I believe Avacta is on the very cusp of the validation the market craves.

The technology works. AVA6103 is free at this price and AVA6000 in SGC alone is ascribed a chance of success around what did you put it at? 15%?

For a drug which is obliterating the PFS in an indication without a standard of care.

Those on the sidelines can sell it, buy it, short it. I don’t care.

I know what I hold.

As does a massive percentage of Avacta’s TVR.

The share price should be tapping on the door of 100p right now.

I’ve added today. Silence when Richard Hughes is sat next to Chris Coughlin is very different to silence without him sat on the Board.

I am surprised the market hasn’t grasped this

I’ve assumed IND end of January

. . . and if a deal isn’t announced in January what do you think the SP will be and what price the fund raise?

Cj62

My last post predicted June for publication of early 6103 P1a clinical trial data. Based on a post earlier on this thread quoting CC on what needed to be done leading into the trial. Prior to that I did a model for 6103 based on the timelines achieved for 6000 but making some adjustments for lessons learned in 6000.

So no it isn’t fact but it is reasonable. We will be in a better position to predict events when we get IND.

“ All of these aspects, those three that I mentioned, can take over a year before hitting go on manufacturing and really being ready to file that IND. Again we work collaboratively with the health authorities on approving and then opening the trial in the US. "”

So as I said in an another thread. We won’t see any results until at least June. In the meantime we need funding. Without a licence deal in next couple of weeks we are going to see the SP slip lower.

Typical to see the rampers aren’t going to give up their spiteful ways. Well done PL75. I don’t wish ill fortune on anyone on this BB. You becoming a millionaire doesn’t affect me in any way. I hope all investors do well and patients live longer lives.

IceCool

I should have said model for P1a. Obviously I couldn’t go farther using 6000 as a basis.

My point is peeps think Avacta will start dosing immediately. They won’t. I predict that meaningful results for 6103 won’t be published until July and without a licence deal the SP will just drift sideways until then.

So is this widespread misunderstanding what has caused the current SP?

To all the Pom Pom girls who forecast that we would be at £1 by now. I posted this on 10 December and got slated:

“””””””””””””””””””””

Toukankahmoon

Posted in: AVCT

Posts: 4,228

RE: Build-up to Dec 1710 Dec 2025 12:38

I think that the majority of PIs are extremely nervous at this point and rightly so. After years of talk of pivotal moments, we truly are at a pivotal moment. CC has set very high expectations and despite the view held by some that “current SP doesn’t matter, in time it will all come good”, if we get another jam tomorrow RNS, many people will take the profits they’ve made (up from 30p).

Good luck all

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Toukankahmoon

Posted in: AVCT

Posts: 4,228

RE: Build-up to Dec 1710 Dec 2025 12:28

Vert

“If CC so much as hints "further data" we'll all be killed in the stampede.”

Do you mean if CC says we need to continue P1b for another cycle before data unequivocal?

“”””””””””””””””

Do you still see those data published on 17 December as stunningly excellent?

NFTS

Judgyby what CC said but more import demeanour, I think deal off until next 3 month readout.

However I am hopeful that current data is enough but final contract just taking a few more days than anticipated.

But if it doesn’t come in January things will get interesting. Avacta are not going to afford to continue running AVA6000 trial alongside 6103. IMHO