Member Info for Vertizea-Sun

As it literally doesn't add up I'm guessing Tony Gardiner got involved. Ghost of Christmas Past.

Https://www.youtube.com/watch?v=UF8uR6Z6KLc

Just watched Steve Jobs giving his famous 2007 stage launch of the revolutionary iPhone. The knowledgeable audience was ecstatic but in the wider world the Apple share price fell.

Https://x.com/Tom_The_Bomb__/status/1870106292003520811

@Tom_The_Bomb__

For those unaware, Chris 'Chalk and Cheese' Twelves is now the Principal Investigator for #AVCT’s lead asset, AVA6000. Chris specialises in early and late-phase breast cancer clinical trials.

For three years,

@avacta

publicly focused on Orphan indications, specifically Soft Tissue Sarcoma (STS), earning FDA Orphan Designation in 2022. A huge achievement.

In 2024, Avacta expanded to include Salivary Gland Cancer (SGC) and Triple Negative Breast Cancer (TNBC), both areas with high unmet need. Peel Hunt said the following in November: “For salivary gland cancer, there is no standard-of-care chemotherapy, which creates an indication with a high unmet need for a treatment.”

TNBC, an aggressive cancer with limited treatments, has a market projected to reach $20B by 2030. AVA6000 could revolutionise the treatment of STS, SGC and TNBC by safely taming and delivering 'red devil'.

2024 also brought leadership changes after a shocking 50p placing (8% higher than where we sit today though 😭). New CEO Christina joined in April, prioritising funding for their innovation. However, CFO uncertainty since June has left financial strategy unclear and updates on the CFO search have been lacking.

Sentiment has continued to be low since the summer, with a -42% m'cap reduction in 5 months made worse by the CLN. I hoped for a resolution by Q4 2024 to start the new year in a much more positive way. I'm hoping that the DX sale is close and this will trigger either (1) the removal of the CLN via institutional investment or (2) clear guidance that Avacta will pay in cash going forward. The impact on sentiment and price will be huge. The CLN continues to deter new investors and raises concerns about the board’s handling of the CLN knowing the impact that it has every couple of months.

I don't want the above to come across too pessimistically, but ultimately 2024 was a very poor year as an Avacta investor. The science gets better every time I read up on it though.

Despite the challenges, the investment case for Avacta remains very strong. I continue to top-up at every opportunity because of the amazing science. That is what BP will pay for.

2025 is the year that the Management must deliver for existing investors. Many have been invested before we knew it 'worked'. I'm confident management will deliver. Ultimately, they must.

I wish everyone a relaxing, enjoyable Christmas and a much brighter 2025.

Auto corrected from correct spelling.....grammar.

Grammar

5 UK sites.

The bad news?,,,,,,,,this BB will be endless garbage until Monday Jan 6.

"Clinical trial register last updated 2023-04-13 needs updating :

https://clinicaltrials.gov/study/NCT04969835"

Indeed it does but we should probably be grateful to our American cousins for providing, free, something our Rolls-Royce civil service is unable to do.

Let me guess.....the mighty Eggy is claiming he's one step ahead of the SAB?

B2HS2L....are you kidding me? Teenage daughters living in Philly get the chance to regularly see London? They'll bite their mother's hand off.

Brilliant. Anyone who thinks CC will sell out early should lie down in a dark room and let it pass over. She wants to be famous.

But I think the two interviews might be it for this year.

Roll-on 2025.

Timster.....it's an insane article. The good doctor puffs Avacta not once, not twice, but seven times! Or it's a fake and I don't think it is. It's an advert for the future. In his position, and using the good offices of Alain Elkann, he could have chosen any ADC/PDC on the planet but its pre|CISION that gets it. Product placement.

Cj62..."That is a truly astonishing interview"

Absolutely but no way would he use the Avacta name without company authorisation. The article has Simon Bennett written all over it.

Alain Elkann, the author of the article, is even more interesting. His wife is the sole inheritor of the FIAT family fortune and son, John, is the boss of Ferrari, Fiat and Stellantis (Chrysler & Jeep)

This is where the investment for Avacta is coming from.

It will soon be fireworks time.

English, of course, is not his first language.

"of course it is approved and you can be cured everywhere in the world.”

Thanks for that Benton

Virgilio Sacchini, is the Pre|CISION® platform of Avacta, a British life sciences firm, a good example of how new technology can expand the reach of highly potent cancer therapies?

Avacta is an incredible application of biomedical engineering.

Why post? Nothing to do with Avacta. Treated in 2018.

Twice in my life I've had to watch very close family members endure cancer and in both cases a two or three week dosing cycle would have been astoundingly irrelevant.....who cares if the treatment is pain-free and successful?

"3. Drug was so safe we needed to try 2 week doses instead of 3."

No we didn't. That was a deliberate choice and I've never understood why the delay in authorising the use of AVA6000 was a benefit to potential patients.

We are still due an update (2H 2024) on AVA6103 so fingers crossed for next week. But who'd have thought that nearly 2.5 years after being granted ODD we'll be ploughing through Phase 1.