Member Info for VertizeaSun

Thanks again BV....so far so good.

The Avacta board knew this when they appointed Simon Bennett as Chief Business Development Officer, in 2023! There isn't a company board on this planet would make that appointment if they thought any license sale would be dependent on further IP validation. None. SB was appointed because Avacta thought they were good to go - and then doubled down with Yulli Bogatyrenko!

Avacta has proven beyond doubt that AVA6000 will combat Saliva Gland Cancer(SGC) better than any other known compound, and to the point where the FDA awarded it Orphan Drug Designation (ODD) nearly three and a half years ago. Last year, according to the AACR, the USA reported 72, 680 cases of SGC for which there is no Standard of Care. At $100,000 per patient (educated guess) that is $7 billion pa....and that comes with a seven year protected sales window. And there are posters on this board (apparently educated) who dismiss AVA6000 as irrelevant. God give us strength.

I don't know why there hasn't been a third party validation, but I'm sure it's not patents.....more likely it will be money...presumably too much for some to handle.

Thanks BV....but can we accept that AVA6000 is amply covered by the following:

https://avacta.com/about/ip/

"In total, our patent portfolio, including our owned patents and patent applications, those licensed and sublicensed and co-owned, comprises nineteen different patent families, filed in various jurisdictions worldwide, including families directed to: (1) our proprietary pre|CISION® technology, including compositions of matter for fibroblast activated protein (FAP)-activated peptide drug conjugates (PDC) and related methods of treating cancer; and (2) our proprietary Affimer® technology, including compositions of matter for certain Affimer® agents and Affimer® drug conjugates (AffDC) and related methods of treating cancer."

Yes or No? Avacta issued them for the first two quarters but not really for the third......although some might argue Interim Results at the end of September was a stand-in. So will there be a business update tomorrow or Monday?

Eggy wrote yesterday:

"VS, did I say that I was 'jetting out for the weekend to watch the opera'?

I think not.

An apology perhaps?"

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

Eggy wrote 27th June:

"Posted in: AVCT

Posts: 8,294

RE: 2nd July27 Jun 2025 11:30

I'm on holiday next week and need to be down in London on Friday for my daughter's graduation before heading off to the French Alps and Opera in Verona."

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

And again:

Posts: 8,294

RE: 2nd July 27th Jun 2025 12:01

I'll be thinking of you CJ.

Nabooco, Thursday night.

I added it to my 'bucket list' years ago after watching a Morse episode that featured, amongst other things, an Opera Diva who had suffered from, then overcame, stage fright. The episode closed in the late North Italian sun in a huge open air Roman amphitheatre (in Verona) with her belting out a smashing aria and Morse wiping a tear from his eye.

I'm looking forward to it.

"VS, I never said that."

Oh yes you did matey....and at length. Last June or July. Nabucco....coming back to you now?

Why? Eggy is a saddo fantasist. Jetting to Verona for an opera weekend? PLEASE!

Oh dear. I'm off for a walk.

Trump or Kamala Harris? The devil or the deep blue sea.

interesting indeed but no mention of pdc's, which is obviously deliberate. the author, of all people, will be aware of avacta but nothing, i wonder why?

i asked perplexity.ai for a quick summary on adc/pdc:

peptide–drug conjugates (pdcs) are unlikely to make antibody–drug conjugates (adcs) obsolete; both platforms will probably coexist and be used where their specific strengths fit best.

where pdcs have advantages

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pdcs are much smaller than antibodies, which gives them better tissue penetration, faster tumor entry, and generally lower immunogenicity than adcs.

peptides are easier and cheaper to synthesize and modify (solid-phase synthesis, non‑natural amino acids, cyclization), allowing more ****geneous products and flexible payload/linker designs.

​

rapid clearance can reduce systemic toxicity, and high specificity peptides can help overcome some resistance mechanisms by changing how drugs enter tumor cells.

where adcs remain strong

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

adcs use full monoclonal antibodies with very high affinity and long half-lives, which supports infrequent dosing and sustained exposure in circulation.

​

there are already more than a dozen fda‑approved adcs across multiple tumor types, with large clinical experience, established manufacturing, and strong commercial investment.

​

new adc generations are adding better linkers, smarter payloads, and ai‑assisted design, so the adc field itself is still evolving rather than stagnating.

Fantasist. I feel a bit sorry for you....just a bit.

Eggy.......on Christmas Eve:

"Have a great break, skiing?

We'll be in Chatel for the N Year but 2 dogs so driving"

You didn't say you owned a ski chalet......do the Revenue know? Because you certainly won't be renting...not with a couple of hounds.

Is it chemistry or is it not? You people are collapsing your armchairs.

"4. Chemotherapy is never going to be a cure"

I actually live with a person who contracted Acute Lymphoblastic Leukaemia (ALL) 27 years ago and thanks to Royal Marsden is still alive.

You know nothing.

ChaiHa.....CC recently inspected the final manufacturing for the AVA6103 compound (Glasgow), so serious money is already being spent. She doesn't look remotely worried about cash flow.

Ice......"I don’t expect a Phase 2 registrational study in SGC to start in 2026 now"

Something doesn't stack up. Why employ a glorified salesman - 2 years ago! ? What was he supposed to sell? I think the best laid plans of mice and men are going to fall apart in January if this company doesn't produce a tangible commercial development.

Eggy....you forgot to slip in "half-life".

A wave of them in my opinion.

Big pharma searched decades for pre|CISION™ and little 'old Avacta served it up...lock, stock and barrel.

What a time to be alive.

Avacta chose SGC over STS because regulatory approval will be quicker. Period.

If the SP gets to 90p without a third party update every day-trader will be selling off.

My take on Spreadex demanding money now is their concern that a bunch of Avacta shorters might, potentially, be about to lose a lot of money.