Member Info for Wiggly

Could be nothing but the Licensing Director at Lonza recently liked the Avacta AVA6k news. Perhaps some interest in TMAC.

'We have a successful track record of marketed bioconjugates, providing support through all stages of the lifecycle from concept to commercialization.

Our experience spans a broad range of technologies including:

ADC’s
AOC’s (Antibody Oligonucleotide Conjugates)
Antibodies conjugated to nanoparticles (TNPs) and non-cytotoxic drugs (including peptides and polymers
Conjugated duobodies'

https://www.lonza.com/about-us

Lonza is the preferred global partner to the pharmaceutical, biotech and nutrition markets. We focus on enabling treatments that prevent illness and support healthier lifestyles. We optimize scientific innovation and manufacturing technology to enable our customers to serve their patients and consumers.

We provide a wide range of services and products from early phase discovery to custom development and manufacturing of active pharmaceutical ingredients to innovative dosage forms for the pharma and consumer health and nutrition industries. Our scale and resources mean we can provide a one-stop solution for our customers to help people get well, feel well, and stay well. In 2020, we supported more than 820 preclinical and clinical small and large molecules, more than 245 commercial small and large molecules and produced 230 billion capsules.

1. Does AVA6K circulate in human as an inert agent?

Yes, this is now proven via significantly reduced side effects, 4 x DE (up to 200mg!) and plans for DE5 and DE6.

2. Is the pre|CISION chemistry cleaved by FAPa?

Yes, 6 x Biopsy data confirm this.

3. Does the pre|CISION chemistry deliver therapeutic doses to the TME?

According to CEO AS it does! See above, 6 x biopsy (100% hit rate). Would he say this and present something different at the science day!?! Of course not!!

4. Does Doxurubin kill cancer cells?

Yes, it is the most potent Chemo there is.

5. Is the data from Phase 1a unequivocal?

Yes, according to AS it is. Would he really state that data was unequivocal only to present data at science day, backed by KOL, that was not unequivocal?

If the answer to each question here is yes, then in my view, Phase1a is/was pivotal !!!

I'd welcome any counter.

A 'Therapeutic dose' means that quantity which is required to elicit the desired therapeutic response in the individual in the treatment of disease or ailment...

A 'therapeutic response' is a consequence of a medical treatment of any kind, the results of which are judged to be desirable and beneficial

20p? You mean complete wipe out!! 100% loss coming up!

Be fantastic if they can drop the price.

Let me help

THIS IS A MASSIVE PUMP AND DUMP. 50P BY END OF NEXT WEEK. SELL SELL SELL

From a professional perspective AS (or any other Avacta BOD member) would not damage reputation by making such statements (per those on the Rns) if in any doubt re the data

CEO AS has to tread extremely carefully with his commentary related to AV6K.

From relative silence throughout the trial to the extremely bullish comments within the RNS and via VOX, can only mean outstanding phase 1a data (both primary and importantly secondary measures)

The market will wake up when Professor Udai and others spell this out during the science day.

Perhaps some commentary next week within the DE Rns.

I look forward to his next key comments, as a key opinion leader...

AVA6000 Principal Investigator Professor Udai Banerji, Deputy Director of the Drug Development Unit at The Institute of Cancer Research, London and The Royal Marsden NHS Foundation Trust commented:

"I am delighted that the first patient has now received AVA6000 in the first-in-human study. This drug harnesses our understanding of the tumour microenvironment to enhance drug delivery - targeting potent anticancer therapies to tumours and potentially sparing patients debilitating side effects. It is fantastic that efforts are being made to discover and develop smarter, kinder treatments

One option will certainly be Novartis, who have already shown their interest in Fap.

Novartis Innovative Therapies AG has agreed to make an upfront payment of $50 million for Clovis’s clinical candidate, FAP-2286, and could pay an additional $333.75 million if certain development milestones are reached, plus $297 million for subsequent sales goals.

Novartis’s offer could be scuttled by a higher bid—should any materialize....

https://www.google.com/amp/s/www.wsj.com/amp/articles/clovis-enters-bankruptcy-with-deal-to-sell-cancer-drug-candidate-to-novartis-11670871930

In addition, Novartis Head of partnering and licencing is watching Avacta and has publicly 'liked' via linkedin Avacta AVA6k progress (ODD news)

Would be good to use this thread to discuss potential partners and try to avoid engagement with trolls.

Concerning AVA6K and pre|CISION, Avacta had options to partner / licence during the pre clinical stage. They also had options to licence / partner on TMAC ('significant commercial interest').

Avacta chose to go phase1a alone (carrying all risk) as success (achieving proof of concept in the clinical setting) moves the needle with regards to the value Avacta can command via licence or partner.

Importantly, according to AS, the data from phase1a is unequivocal, which means Avacta really is in a strong position to command great terms.

Optionality is important.

Make no mistake, there is already a bidding war underway for this tech.

Seller has finished. Major move coming up!

Absolutely no issue now to hold my nerve, knowing that AVA6K is delivering high dose of Dox to the TME while also completely removing any DLT's!

Eventually (perhaps by today) the sell side volume will be completely finished.

Assuming the majority of shares are held by those researched enough to understand what is now 'market' value of preCISION (and TMAC), there wont be many shares available for sale until much much higher valuations.

I would also love for this to drop back to sub 100p (what an opportunity that was)

The only people speaking negatively now are those looking to get a lower entry. The future for Avacta has never been more clear than it is now.

How much cash does Point have?

While Takeda, Novartis, Astra, Roche, Gilead et al are all viable candidates, POINT I think could be the dark horse.

If AS is really keen to retain AVA6k (and it is not simply a negotiating tactic to drive best value,) one way to do so would be strategic partnership with PNT and raise via NASDAQ.

It is now an incredible opportunity. Yes, should Avacta operate as a standalone, they would still have some way to go to fully commercialize but the prize here is now most certainly a takeover or major partnership deal

He has definitely upped the pressure on any potential partners trying to low ball.

Terms sheets are ready.

'indeed'

x5 daily average. Nuts.

SP starting to move now. MM hungry for shares.