Member Info for Vertizea-Sun

"five novel patent-protected pre-clinical anti-cancer and immunology assets"

another 8 years before they come to market....if they work.

Timster....appointing another two heavy duty NED's says otherwise. I think CC is very keen to get fame, fortune and a "dent"

Exactly Yorkshire......this is simply PDC v ADC.

From X:

"Myles McNulty

@MylesMcNulty

·

1h

Replying to

@CapitalPmh

@GSK

and

@avacta

Hi Paul, no, belantamab mafodotin is another antibody-drug conjugate (a warhead linked to an antibody).

There are 17 of these around the world that have already secured marketing approval one territory or another.

There are literally hundreds under development."

Alextak.....you haven't missed much but for a reminder in the last sentence that the cost of developing PDC's is that much less than ADC's......about half.

Philochem AG Announces the Licensing of Worldwide Rights to OncoACP3, a novel Radiopharmaceutical Therapeutic and Diagnostic Agent targeting Prostate Cancer, to RayzeBio, a Bristol-Myers Squibb Company, for a potential value of up to $1.35bn plus royalties

June 10, 2025 17:55 ET

| Source: Philogen S.p.A.

"Consideration composed of a $350m up-front payment and up to $1.0bn in development, regulatory and commercial milestones, along with mid-single to low double-digit royalties on Global Net Sales"

----------------------------------------------------------------

Read on at the link below but to me it seems remarkably similar to the molecular structure of pre|CISION®.

Funny old world.

https://www.globenewswire.com/news-release/2025/06/10/3097201/0/en/Philochem-AG-Announces-the-Licensing-of-Worldwide-Rights-to-OncoACP3-a-novel-Radiopharmaceutical-Therapeutic-and-Diagnostic-Agent-targeting-Prostate-Cancer-to-RayzeBio-a-Bristol-My.html

Also at:

https://www.fiercebiotech.com/biotech/bms-expands-radiopharma-pipeline-rayzebios-13b-prostate-cancer-drug-deal

Again.....clear as mud. At 5:30pm the company website was updated to what appears to be historical info. Go figure. I'll try downing a bottle and then it might make sense.

https://avacta.com/investors/key-information/

As clear as mud.

Substantial Shareholders

Shareholders holding 3% or more (as of 31 March 2025) Number of Ordinary Shares % of Issued Share Capital

Hargreaves Lansdown, Stockbrokers (EO) 112,853,145 30.00%

Interactive Investors (EO) 54,353,825 14.45%

AJ Bell Stockbroker 29,919,104 7.95%

HSDL, Stockbrokers (EO) 24,762,259 6.58%

Barclays Smart Investor (EO) 17,552,009 4.67%

These nominee accounts represent underlying retail investors. The Company has not received any notifications under AIM Rule 17 from individual beneficial holders exceeding the 3% threshold.

Avacta Group has not applied or agreed to have any of its securities (including its AIM securities) admitted or traded on any other exchanges or trading platforms.

https://avacta.com/investors/key-information/

Significant Shareholdings

Lombard Odier Investment Managers 3.1%

Conifer Management LLC 3.1%

As at 10th June 2025, the company has 391,690,542 ordinary shares of 10p each in issue.

https://avacta.com/investors/key-information/

Boozy brekky? Chance would be a fine thing. Problems with Command C & V.

Sorry about that:

I spent a good few minutes trying to explain at a boozy lunch today with other UK investors that #AVCT is the only company on the LSE that has the capability to go from £10bn in a relatively short period of time (

MM says otherwise!!

Myles McNulty

@MylesMcNulty

·

13h

Replying to

@RAH00084

I spent a good few minutes trying to explain at a boozy lunch today with other UK investors that #AVCT is the only company on the LSE that has the capability to go from £10bn in a relatively short period of time (

It is reported:

"Significant Shareholdings

Lombard Odier Investment Managers 3.1%

Conifer Management LLC 3.1%

As at 10th June 2025, the company has 391,690,542 ordinary shares of 10p each in issue."

https://avacta.com/investors/key-information/

Bella...... most certainly a cluster****. The Communication Director seems to be AWOL (happy to be corrected) but it makes me wonder why we employ a COO in Karen Harrison if we unable to competently issue a notice of an AGM. At the same time I will not be surprised to hear within the next few days exactly why Avacta delayed notice of accounts. As Hemingway wrote about change coming in two ways.....slowly at first and then quickly.

Darlene Deptula-Hicks ...£96,000 - for what?

“Nobody is quite sure what they are used for, but they add a touch of class.”

Lord Grade

A comparison of patents owned by perplexity.ai:

Avacta:

Avacta states it owns "multiple pending United States provisional patent applications" covering its pipeline, including programs like AVA6103 and AVA7100.

Its intellectual property portfolio includes issued patents in the United States, Europe, Australia, Canada, China, Hong Kong, India, Israel, Japan, Singapore, and Taiwan.

Avacta's proprietary platforms (such as Affimer® and pre|CISION™) are protected by "several patent families".

As of early 2024, Avacta's grant share (ratio of granted patents to total patents) was 37%.

Specific numbers of patents or patent families are not provided in public summaries, but the company emphasizes a broad and international portfolio.

Bicycle Therapeutics:

Bicycle Therapeutics holds patents related to its core technology, such as multispecific peptide ligands and peptide drug conjugates.

Publicly available patent databases list several granted patents assigned to Bicycle Therapeutics Limited, but do not indicate a large or particularly broad portfolio compared to Avacta.

Bicycle has also licensed technology from third parties (e.g., Pepscan's CLIPS peptide technology), indicating some reliance on external intellectual property.

Comparison Table

Company Patent Portfolio Summary International Coverage Notable Details

Avacta Multiple patent families, numerous pending and granted patents Extensive (US, EU, Asia) Proprietary platforms, broad coverage

Bicycle Therapeutics Several granted patents, focus on core peptide technology Not as broadly stated Licenses key technology from others

Conclusion

Based on publicly available information, Avacta appears to own a broader and more internationally extensive patent portfolio than Bicycle Therapeutics. Avacta emphasizes multiple patent families and global coverage, while Bicycle Therapeutics has several key patents but less evidence of a comparably large or diversified portfolio. However, without exact patent counts from both companies, this assessment is based on the breadth and strategic statements provided in their public disclosures.

Spot on HarChris. I hate to think what the redemption rate for BG is running at and of course they will give spurious reasons (efficacy!)

B2H.........I think the AGM notice was withdrawn because Paul Fry and Shaun Chilton were not listed as up for re-election. Accidental or not....no idea.

"adminisration" ?

Thorn/eggy/NDN is waiting for pre|CISION® V3 to appear.

I'm still waiting for the links to the technical briefings for V2 & V3. Remember? I asked yesterday.