Member Info for VertizeaSun

From CC:

For #AVCT's AVA6000, we've been very upfront that we're looking for a partner."

"We're having a number of very good conversations about this one."

Fingers crossed that Yulii Bogatyrenko joined the board to help with organising that partnership. A company product licence sale is a relatively straightforward item but going into a partnership is a completely different animal. There will be a ton of detail to settle but essentially it will protect little Avacta from the rest of BP via future shared profits and strategy.

Whatever it's going to be I'm prepared to be surprised by what she pulls off. To date none of us have correctly guessed her next move.

Excellent interview. I usually lose patience but was fascinated by her enthusiasm.....Hold My Beer said Francis!!

I vaguely remember Professor Udai Banerji of Royal Marsden being involved with this AACR event. Or is it my mistake?

Can anyone confirm it?

I agree with Touk. Her problem is time......she has none to spare so it will be Nasdaq sooner rather than later. The majority of shareholders will sell out for 5B.....in fact they'll bite your hand off.

· This sentence in the RNS indicates where Big Pharma will realise it may be better off buying the whole company. How is CC going to stay independent? Does she want to? I think she does.

"A clinical data update on Gen One AVA6000 clinical data from the Phase 1a and 1b cohorts is expected at a medical conference in H1 2026. This would include updated efficacy data in expansion cohorts, "

Hence your tag/name

CC, 31st March:

"We look forward to rapidly gathering data from patients in the FOCUS-01 trial"

"The thick as mince AIM market will catch up eventually."

Only when we see an RNS with digits and a £/$ sign.

LL.....probably a couple of weeks. 144 patients is substantial and they'll have to crack on in order to collate for the end of the year.

Both sites are linked/owned by the same trial network which appears to have been formed in about 2020 and is seriously cutting edge -

"IQVIA™ (NYSE: IQV), a leader in human data science, announced the launch of Avacare Clinical Research Network™

I'm taking it the name Avacare is pure coincidence. A more relevant fact from one of the linked web sites is that only 3% of US cancer patients elect to participate in trials and this may because of reluctance by the insurance industry to fund said trials. But it does appear the X poster is correct in assuming Avacta will be informed of progress quite smartly.

Thanks avctIPmatters & BV.

I think I understand every second word in the Abstract and I believe it's telling me the good Prof has tested AVA6000 to destruction and not found it wanting. It would also be nice to thing he is travelling to San Diego to explain the mechanical complexities of AVA6000 to an audience who very recently heard of a commercial development related to that compound.

I don't really believe in coincidences.

Christina Coughlin

@coughlin582

·

1h

Delighted that #AVCT was part of the discussion of the emerging therapies in oncology, the reasons for hope and a panel that was truly focused on the future of oncology. So energizing to be in Lisboa this week. BIO has a real buzz!

#BIOEuropeSpring

#HopeWithoutCompromise

Anyway....40% of Net 5.6B equals £4 per share for AVCT. For starters.

And that only buys a bit of one indication:

"The acquisition of Terns builds on our growing presence in hematology with TERN-701, a potential best-in-class candidate for the treatment of certain patients with chronic myeloid leukemia,"

Avacta has four for AVA6103 alone.

Happy with that......eggy?

Opti......and they have a GE vote too.

"the trial I signed up for took 4 months from application cut off date to FPD"

That would be under the dead hand of the Brit regulator. AVA6103 is US only. Avacta dropped trying to work with the MHRA.

Nothing to do with the RNS and everything to do with Clinical Trials displaying " Recruiting" and "Not Yet Recruiting".

Tuesday, Wednesday and Thursday.

Https://x.com/JStonker/status/2034293620732272783

"That's what Monday's RNS was about??"....Not exactly. On Monday the site was open but it emphasised " not yet recruiting"

Today it changed to " Recruiting"

We'll probably get an RNS for FPD in the next few days.....Or May if Toukandoom has nailed it.

Ramping? Amateurs. This is real ramping:

"FWIW, I agree with Andrew - I think that it is probable that #AVCT has already applied for either FTD or BTD for 6K targeting SGC, and that it'll likely be granted by the FDA next month.

Thereafter, I would hope that

@avacta

tries to sell that single indication for as much upfront cash as possible, to fund the company through to the inevitable takeover (which is likely to come quickly, if 6103 performs in clinic as we are all hoping)."

https://x.com/MylesMcNulty/status/2034241175817789917