Member Info for VertizeaSun

AM23

@AM231982

·

32m

My expectations on transformative news flow for Avacta #AVCT

Any of these events could land any day really. This list is not exhaustive or necessarily in order.

1. AVA6000 FDA grant Breakthrough Therapy Designation - ANY DAY

2. AVA6103 - First Patient in - ANY DAY

3. AVA6103 - Trial Site information - ANY DAY

4. AVA6103 - Global oncology specialists named who are supporting the AVA6103 trial - ANY DAY

5. Long awaiting 3rd party validation of Pre|CISION from Pharma - SO OVERDUE this is the most likely to occur ANY DAY

6. Funding secured (Most likely via deals, but you can make donations! ) - ANY DAY

7. Global Analyst Attention - Dependent on 3rd Party validation - ANY DAY

8. AVA6000 SGC Readout - Next month or two. (However crucially point 1 likely ANY DAY)

9. AVA6000 TNBC Readout - Next Couple of Months

10. ESMO/ AACR/ TD Cowen conference - First one 12 days time!

11. Signing a Tier 1 M&A Advisor - ANY DAY

12. AVA6103 - Readout later this year. An Event that could actually move Christmas and Birthdays in the calendar.

LDA.....20th Oct 2025 7:01 am RNS Equity fundraise of £16 million

Craiga24...." A few more months to wait yet I feel"

Probably fewer than you think if the company intends avoiding palpitations in their auditors as we approach interims"

Has the number of prospective patients ever been mentioned? Four separate indications - pancreatic cancer, cervical cancer, gastric cancer and small cell lung cancer and two and three week dosing on top of that. A dozen each? Nearly a hundred so that's not going to happen overnight.

Prion25....talks going on with prospective partners

And Big Pharma may have offered £100m for a licence - do you think that's a good price for pre|CISION®?

CC is busy getting the price up.

I told you.....no T/O. This little jaunt will help along the Nasdaq float.

I've just seen the first episode of Avacta Academy and it is impressive but we have got used to that from CC. A lot of work though.......design, script, artwork, production and the first of a series too. Chris claimed it was written to answer Investors wanting to know about IND....yep... I'm sure it was!

In my opinion it was actually written to tell the world that a T/O of Avacta will be over her dead body. She is going to make her "dent" in cancer - come what may but it will take a bit of time.

People like her simply don't spend money they don't have so she knows there's a cash flow coming from somewhere....to cover the interims. Following that you can then take your pick.... partnership? JV? Nasdaq? Is it possible to do a Swiss listing? I don't know. But no Take Over - IMO.

Thanks jmfw.....and I'll add the reminder that CC visited the AVA6103 manufacturing site (Glasgow) in early December. a necessary requirement if one knows that patient dosing is likely to begin sooner rather than later.

T/O? I quite agree. Avacta's got the air of a company tidying up loose ends.

Also....Simon Bennett was removed from Leadership page but Yulii Bogatyrenko remains.

Point taken....so to speak. Why was Avacta then dragged into the mix?

Exactly.....regulated to the back end of beyond.

"proved it’s safety and tolerability years ago"

Rubbish.

Manufacturers are not allowed to change the font colour and size on packaging....never mind the actual compound administered to patients. Avacta is still at PHASE 1.

Myles McNulty

@MylesMcNulty

·

2h

Replying to

@RobDay80669068

Morning Robert, hope all's well.

#AVCT's news on Tuesday was phenomenal. My understanding is that it's an unprecedented move by the FDA to remove the dosing limit for a modified-/reformulated-/pro-chemotherapy, mid-Phase 1 trial.

The rapid decline and fall of the UK investment community - in depth, breadth, intellectual curiosity and risk tolerance - is in my view providing one of the greatest asymmetrical bets of all time.

#AVA6000 is an absolute shoe-in to get to market now. It much more than underpins Avacta's entire market cap.

Management will know if #AVA6103 - 'the Beast' - is working in patients as they hope it will, by the end of next month. That single drug has real potential to become the best selling drug in the history of pharma. It really is straightforward to explain and understand this.

Personally, I give AVA6103 well over a >50% chance of success in clinic.

If a) it is indeed a success in the clinic; and b) the company can stay independent for a couple more years at least; then the returns from the current 60p share price could be >100x.

I have recently provided a real world example of these returns (see my last post on Avacta, comparing it with $RVMD).

The next 6 months are by far the most important in Avacta's history.

Good luck!

£2 billion to buy a serious geographic licence for pre|CISION and a couple of warheads sounds about right......say the EU/EEA and ex-ROW. Simon Bennett is now in his third year and the fact he hasn't been fired will suggest he has something up his sleeve. £2B will pay for future independence and a £1 per share dividend.

I think we'll know within a couple of months and perhaps sooner as CC is obviously in town (doing celebratory cake delivery) and probably here for a board meeting - where they'll be trying to digest the recent torrent of good news. They actually have a lot on their plate.

But I'm having trouble digesting "the removal of the maximum dosing limit" ...... apparently the first time in history for a phase 1 trial compound so I'm quite happy to believe that eventually pre|CISION is going to be compared to the impact penicillin had on the world of medicine. And in the beginning that discovery had serious FUD.

Bill Gates said that the world always over-estimates how much change can take place in six months, but under-estimates how much change will take place in six years.

Wondering how CC got the cake from Philadelphia to London. Probably First Class hand luggage.

Starmer just admitted when the NHS gets funding for AVA6000......2035.

Eggy I think

I think it links with CC's visit to Glasgow.....to visit the manufacturing site of AVA6103 and its "first pour".

"Dr Virgilio Sacchini is dedicated to caring for people with breast cancer at the Memorial Sloan Kettering Cancer Center in New York. He originally trained at Universita degli Studi di Milano (UNIMI, Milan, Italy) where he is Professor of Surgery, and cooperates with the European Institute of Oncology in Milan (IEO, Milan, Italy). Dr Sacchini is a 2023 and 2024 Castle Connolly America’s Top Doctor, the peer nominated group of the top 7% of all US practicing physicians. His goal is to achieve the best possible cancer outcomes and cosmetic results for his patients."

"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."

https://www.alainelkanninterviews.com/virgilio-sacchini-4/