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That's confidence for you. Over 1m purchased in big round chunks. Explains why the MM would take entire pot all day. Is this blackrock?

And MM will take everything. I think something is afoot here.

Mr 10K going strong now! Would love a huge Friday rally to get the juices flowing over the weekend!

And MM will take my full pot!!

The suspense is building now

Definitely seems as though something is going on here.

Really active. Assume Blackrock building a position. They must be close to 3% now

Going vertical now. Is this the real deal?

Held every 2 weeks and since DE was approved after the meeting on Feb 2nd, they should be meeting today. Could be an interesting meeting today based on the number of weeks since DE. RNS tomorrow perhaps?

Still buying by the looks of things? 10k chunks

Published May 28th 2022...

Some positive Dx news / RNS would be very welcome.

Diagnostics div wrongly written off due to CV Lft debacle however what was confirmed with Affidx was that Affimers could deliver a competitive advantage vs Mabs. This won't have gone unnoticed in the industry and for such requirements as testing for C.Diff it's clear there remains a substantial market and opportunity for Affidx to exploit.

I speculate that to qualify as a 'high calibre' therapeutic platform opportunity the non mandatory Phase 1a biopsy has been requested in order to conclude the $$ licensing agreement.

Looks like a really nice fit....

Takeda Ventures focuses on high-caliber therapeutic and platform based opportunities around the world. We invest in early-stage opportunities that complement Takeda’s pipeline and products.

Our mission is to create strategic growth opportunities for Takeda by investing and nurturing Innovative Life Science Companies in areas aligned with Takeda’s R&D focuses which include; Oncology, Gastroenterology, Neuroscience, and Rare Disease.

Our aim is to access and support therapeutic and platform innovation working closely with academic innovator, entrepreneurs and investors. We invest in seeds or syndicated venture investing providing to the companies access to the resources of a multinational pharmaceutical company.

We focus on Therapeutics, Tools and Technology that hold the potential to be transformational and address unmet medical needs.

https://www.takeda.com/what-we-do/research-and-development/takeda-ventures/

Co,

I would speculate that they do have access under the following conditions:

-CDA (obviously)
-Tadeka Prevented from making any hostile bid for Avacta or Ava6k (pending public release of data)

I think it would be in Avacta interest to share the data with Tadeka under these conditions.. if Avacta can licence 3996 prior to releasing the data on Ava6k we are in a much stronger negotiating position...

Phase 1a will continue from this point however the PK data obtained to this point is not likely to change dramatically between now and public read out. Tadeka, if they have access to the data to date, can take an immediate entry based in their internal assessment.

In the background we have had institutional shorts who were previously betting that Avacta would require funding now no longer betting that Avacta will require funding (even though we are getting ever closer to 2023) and new institutional investors (black rock) betting on immediate success (eg buying on the open market).

This also is not a coincidence

The move to share a facility with Tadeka is not a coincidence.

Are we waiting for the final read out of the PK Data before this licence deal is signed / announced ??

I think the confidence comes from a combo of the following:

- 3996 pre clinical studies
- Ava6k clinical performance..

Combined, these factors are sufficient to secure a licence deal with Tadeka.

Recall, on Jan 18th 2022, AS stated the following with regards to 3996.

Dr Alastair Smith, Chief Executive of Avacta Group, commented:

"We are excited by the early pre-clinical data for AVA3996, the second of Avacta's pre|CISIONTM pro-drugs following on from AVA6000. The pre|CISIONTM platform has the potential to generate a significant pipeline of safer, better tolerated chemotherapies to treat a wide range of cancers. It represents a major commercial opportunity and the principal value driver for the Group.

Not much discussion regarding the change of strategy related to Ava6k, which has moved from looking to licence out (commencement of trial) to looking to retain (9 months into trial)

To me at least, this is a hugely significant shift.

What factors give Avacta the confidence that they can fully retain (e.g. fund) Ava6k through to 'bedside' while commercializing the wider pre|cision platform?

With this latest revision to the strategy they must now feel MORE CONFIDENT that this strategy is viable, meaning they must:

1. Be confident in the clinical data
2. Be confident in being able to fully fund ava6k (eg via commercializing the wider platform)

Do all roads lead to Tadeka ???

There is more now going on than we are currently aware of.