Member Info for VertizeaSun

BV

If Avacta has created its own class of technology - such as the iPhone, ARM, penicillin - it follows it sits behind an infinite moat. It does seem as if pre|CISION® sits with the 3 examples and will be Class protected. I think your worry is unfounded......irrelevant.

"So, until the market can see the direction of travel in a more clarified way the SP is, imo, likely to remain hampered"

Exactly!

That's how smart investors make their fortunes - by buying up assets the "market" has let wither.

Exactly Bella...a new vehicle built from a joint venture.

"In vivo approaches".....or the world's your lobster.

Https://x.com/111BEN_111/status/1976379595579687054/photo/2

Study Timeline: The study was first submitted on October 7, 2025, and is currently not yet recruiting.

The timeline highlights the importance of monitoring future updates as the study progresses.

This compound now known as FiREBOLT.

Fingers crossed for a New York RNS when the market opens.

Obviously I'm aware it's 3% but the point I'm making is that any company that attempts to put Avacta into play with just 3% will be promptly told to sling their hook.....by the Avacta board.

There is no evidence whatsoever of a 5% accumulation.

A TR1 would be very nice I'm not holding my breath.

To own 5% of Avacta would require approx 20million shares to be purchased over and beyond the normal daily Avacta volume.

I'm sorry to disappoint but I don't see evidence of that....all I see is a popular share reacting to perfectly natural market rumour and gossip.....the very stuff of markets.

Yesterday I posted I thought licensing of pre|CISION+warhead is imminent but after sleeping on it I realise it makes the company vulnerable to a T/O. They need a big , protective, partner.....and urgently.

Https://cdn.who.int/media/docs/default-source/international-nonproprietary-names-(inn)/pl133.pdf

"faridoxorubicinum

faridoxorubicin

C95H115F3N32O50P8S8 2953012-32-1

(8S,10S)-6,8,11-trihydroxy-8-(hydroxyacetyl)-1-methoxy-10-[(2,3,6- trideoxy-3-{(2S)-1-[(2R)-2-(pyridine-4- carboxamido)propanoyl]pyrrolidine-2-carboxamido}-α-L-lyxo- hexopyranosyl)oxy]-7,8,9,10-tetrahydrotetracene-5,12-dione topoisomerase inhibitor, antineoplastic"

Avacta's board obviously know where the £13m (minimum) injection is coming from and I seriously doubt they'll leave it to January/Christmas to announce the fact so I think we'll hear in the next eight weeks.....maximum.

If a licence payment is from a third party validating member of Big Pharma all bets for the Avacta share price are off.

Looks like Takeda has stopped digging its own hole. Can it afford not to engage with Avacta?

"Takeda will redirect near-term investments into programs that can “deliver transformative therapies to patients at increased speed and scale,” the company said. Preclinical work on biologics, small molecules and antibody drug conjugates is producing “novel and highly innovative” candidates, Takeda added. "

I don't think we'll hear much on Tuesday and real news will begin with William Tap at ESMO in Berlin..... in 3 weeks.

Https://x.com/Allie_aa_/status/1971193386687144435

#AVCT’s Platform Moment: Faster, Broader, and Potentially Pricier than Precedents

What makes #AVCT particularly compelling is not simply the science of preCISION, but the timing of its emergence in a market where large cap oncology players are running out of differentiated, derisked assets to buy.

The oncology M&A cycle has become increasingly compressed. Pfizer’s $43B acquisition of Seagen was less about waiting for late stage data and more about securing a platform before rivals could. In that sense, #AVCT’s trajectory could be faster than the Immunomedics playbook, because its proposition is not tied to a single drug but represents an industrial solution: converting known toxic warheads into safe, targeted therapies at scale.

For bigpharma staring down patent cliffs and intensifying ADC competition, licensing or acquiring preCISION is no longer about optionality but a strategic necessity. That urgency, combined with #AVCT’s relatively low market cap versus the scope of its platform, sets up the potential for an outsized premium; not years away, but potentially triggered at the first signs of robust multi asset human validation..

there probably was a plan and it was david bryants idea to tap royalty healthcare.......and that was probably scuppered/delayed by kkr's t/o of royalty.

**** happens.

Avacta own - lock, stock and barrel - a patented chemical process called pre|CISION® that's successfully delivered, on at least ninety patients, a therapeutic warhead direct to cancer tumours. A world first. This invention is worth billions.

The first warhead chosen to prove pre|CISION® was a generic chemo called Doxorubicin.

Thanks Yp. Quite a story....Lilly seems to be buying on a wing and a prayer. It's almost as if $3B is loose change.

A comparison of Avacta's and N4Pharma web sites shows Avacta with an IP page detailing nineteen separate patent families contributing to its extensive Intellectual Property portfolio. (I wonder how many millions £'s have been spent on this)

N4Pharma registered a process they call Nuvec®

How would you know? You've only been a member since earlier in the year.

Except a doctor actually trialling AVA6000 said it’s a nuclear bomb on a guided missile…words to that effect. But what does he know compared to Windy Whine? I know….he’s fibbing! He doesn’t care about his reputation!