Member Info for Whitney1

STRUCTURAL BUY

Clinically validated platform priced as unproven concept — the discount to intrinsic value is structural, not speculative

There is an important distinction between a speculative investment — where you are betting that an unproven concept might work — and an undervalued investment, where you are buying a proven asset at a price that does not reflect what has already been demonstrated. Avacta sits firmly in the second category. The pre|CISION® delivery mechanism has been validated through direct human tumour biopsy: mean 860 ng/gm doxorubicin in tumour tissue vs 8.3 ng/ml in plasma — a 100–278:1 ratio measured directly in human cancer tissue, published in the Annals of Oncology. FAP expression level does not correlate with tumour drug concentration, confirming the mechanism works even in low-FAP tumours. The safety profile has been confirmed clinically — no maximum tolerated dose at 4× conventional doxorubicin dosing, with the FDA removing the lifetime cap entirely. The payloads are established cytotoxics with decades of data. And as of April 21 2026, AVA6103 has demonstrated activity even in very low FAP tumours, formally expanding the addressable population beyond the already-large FAP-high segment.

This is not a bet on whether the science works. The science works. This is a bet on whether the market re-rates a proven platform from its current ~£408M valuation toward the $3–12bn range that comparable validated drug conjugate platforms command in competitive acquisition scenarios. The risk is financial — dilution, partnership timing, cash runway — not scientific. And financial risk at this stage is considerably more manageable than the binary clinical risk that "speculative" implies. The 10-indication addressable market, the compounding de-risk curve across successive programmes, the ASCO data release on 21 May 2026, and the H2 2026 AVA6103 Phase 1 clinical data all represent near-term catalysts that could close the gap between current price and intrinsic value. At 89p versus a base-case rNPV of 150–300p and a competitive acquisition floor of 250–380p, the current price represents an anomalous discount to a platform whose core scientific proposition is no longer in question. The stock has broken through the 75p convertible bond ceiling and the 84.5p 52-week high — the technical and fundamental cases are now aligned.

Https://storage.googleapis.com/avacta-analysis/avacta_deep_research.html

For genuine investors who really want to understand what is going on with Avacta

At last!

Makes a huge change from Rob Richards and after seeing your interview online I have every confidence that you are a genuine company builder Bob.

It is interesting to note that the threat actually comes from WH Ireland.

Yes, I do.

https://pbs.twimg.com/media/FTxsLTAXwAIx7xi?format=jpg&name=large

https://okyopharma.com/okyo-pharma-limited-announces-pricing-of-initial-public-offering-of-adss-in-the-u-s-with-director-participation%ef%bf%bc/

OKYO Pharma Plans Q4 2022 IND Filing of OK-101 to treat Dry Eye Disease with Subsequent Phase 2 Initiation Alongside Peptide Manufacturing Partner, AmbioPharm





· OK-101 to treat ocular diseases, including Dry Eye Disease (DED), uveitis, allergic conjunctivitis, and ocular pain.

· Successful pre-IND meeting with FDA in Q1 2022 and novel speed to market potential.

· IND filing on OK-101 to treat DED planned for Q4 2022, with first human trial designed as Phase 2 trial planned to begin in Q1 2023.

· Multibillion-dollar DED market whose medical needs remain largely unmet.

· AmbioPharm supporting OK-101 program with peptide synthesis and development.

so welcome!

https://www.protan.co.uk/

You are missing the point. The scale of this opportunity is huge.

This RNS indicates a transformation in the prospects for Verditek, a unique and ideal application of their technology with a leading and very large European distributor with a turnover in 2019 that was 1,8 billion Norwegian kroner. That's just shy of £150 million pounds.

I suppose you know that the world of coffee business is very large, second only in global value to oil.

If you have "mixed feelings" about an incredibly positive RNS like this I pity you.

Dont be ridiculous. How did Covid affect Greenland???

Yes, it certainly should look that way. But why is the spread 50 points????

There is an interesting article by Harriet Agnew in today's Financial Times about how Jupiter has lost its way. Don't we know it!

These price movements smack of manipulation IMO. Nothing more, nothing less.

Much more significant than the Sunday Times is the long article about Cobalt in Vanity Fair: https://t.co/tsCRqO0093 as as Tweeted by BlueJay. I will be very surprised if this does not garner considerable attention on BlueJay among the investment community Stateside. Furthermore it becomes abundantly clear that no drilling is no impediment as the technology that will be used this year to identify what Disko has is way more advanced than anything which has yet ever been used in the mining industry. You don have all those PhDs and Gates and Bezos on your side for nothing. Well done Rod and all.

About Daewoong Pharmaceutical. Co., Ltd.
(https://www.daewoong.co.kr/en)
Current Market Capitalisation: $182,100,000,000,000
Established in 1945, Daewoong Pharmaceutical Co., Ltd. is a leading South Korean pharmaceutical company that develops, manufactures, and commercializes pharmaceuticals for both domestic and international markets. With a strong and innovative in-house R&D and advanced manufacturing facilities, Daewoong provides a total healthcare solution to customers across the globe. Continuing on their course of building a strong global healthcare company, Daewoong has broadened international operations by establishing branch offices and research centers throughout Asia and the United States. Daewoong has also expanded strategic partnerships in more than 100 countries worldwide.