Member Info for Wilson63

B2 ah ".and no news is great(good) news"

I started getting palpitations and sweated profusely at those memorable words.

That last paragraph is tremendous.

Stonks

@JStonker

New paper co-authored by W Tap on ICB and the tumour microenvironment in STS.

Suggests ICB works in only a minority of sarcoma patients and fibrotic, FAP-rich sarcomas respond poorly to immunotherapy.

Enter AVA6000.

https://pmc.ncbi.nlm.nih.gov/articles/PMC13014529/

Tks again to stonks on X

Surely the sentence of the Rns is

"The Company considers that AVA6103 has the potential to validate its novel pre|CISION® sustained release mechanism thereby advancing the opportunity for a large number of oncology medicines to be available on the platform through the novel chemistry design"

Large number of oncology medicines:))))

Anybody panicking get a bloody grip

Ashley.dalton.mp@parliament.uk

I'm working so can't help

Sorry if already posted but this helped me understand xDC's, I read it as an umbrella group which obviously includes peptides.

Thanks to assinotyandbeyond who's feed I read it on, on X

X-Drug Conjugates (XDCs) combine a targeting moiety (the "X" component) with a bioactive drug payload via a chemical linker. Unlike traditional ADCs, the targeting moiety in XDCs can be an antibody fragment (F-DC), oligonucleotide (O-DC) (3), polymer (Po-DC) (4), peptide (P-DC) (5), aptamer (Ap-DC) (6) , small molecules (SM-DC) or others (7,8), enabling greater flexibility and more specific tissue or cell targeting (Figure 1).

https://biopharmaspec.com/blog/xdcs-design-and-analysis/

Again sorry if already posted.

Christina Coughlin

The #AVCT team is one of our greatest strengths as a company. Very proud of this work.

Cumulus

@Cumulus51896691

·

1h

Credit is an inexhaustible commodity. The credit you are giving your young team reflects back on you, and the leadership you are showing to deliver these results."

Nice comments to end the week, time for a beverage.

With regards to yeboha's 11.22 which was a AM23 X post this was in response to the following by TVR5's post

"The strategy of the board is clear: retain AVA6103 through a disposal of AVA6000.

Successful removal of the cardiac dosing limit before Fast Track approval is received enables #AVCT to fully exploit the asset *before* Priority Review designation is inevitably sought."

Plenty to debate in that, off back to work.

Tks to stonks again on x

https://x.com/JStonker/status/2026967752892690656

https://pbs.twimg.com/media/HCE8e5ibUAAGC_B?format=png&name=360x360

Hope that comes out

Big things if you want the facts watch all fourteen of these then pick your jaw up off

the floor feeler please about your 5k and

relax.

https://avacta.com/category/spotlights/

Shout out to lse for no red dot 🤬

Post by Tvr5 on X read this and consider being used for just one of these examples and what a fair price would be for the company.

https://x.com/TVR5AVCT/status/2019678221504291189

I'm somewhat surprised a couple of regulars are going to sell out at fairly low numbers, if this continues to pass each obstacle it's a one and only lifetime chance imho, topping up monthly slow and steady.

Wow I feel a dent in this horrible horrible "thing" approaching. Well done Avacta.

Cc There are no other technologies that can deliver cancer treatment drugs directly into the tumor at the concentrations that our payloads enable without causing highly toxic side effects.

And

This program continues to garner significant interest from global pharmaceutical companies; however, the Company's strategy remains to retain 100% of AVA6103 until we begin to see readouts from the Phase 1a clinical trial. Importantly, the trial has been designed to rapidly deliver clinical data in this program.

RAPIDLY DELIVER CLINICAL DATA

I'll believe the Rns Tks.

And seemingly you can develop more for less

. "By moving from feature-specific pipelines to a unified 3D perception of the cabin, we enable higher accuracy, consistency and scalability. Importantly, this platform will allow our customers to evolve their individual feature strategies, while dramatically lowering the cost and complexity of developing new safety and user experience capabilities."

A certain M Lenne replying to CB's post

Mike Lenné

9h

Yep agree... the technology developments are exciting...to add value to us humans one aspect will continue to remain critical - the design focus on human-machine collaboration.

Escovido precisely, I'd now appreciate anybody that was a tad negative on this yesterday to give their revised view today.

I'm breaking my self imposed only after an Rns posting here but this is excellent viewing.

This is the strongest forward‑looking RNS SEE has issued in years.

📊 4. Likely Share Price Path (Scenario‑Based)

Base Case (60% probability): Healthy pullback → grind higher

- Today’s drop is absorbed

- Buyers step in on clarity of cash inflection

- Price stabilises and resumes upward trend

- GSR‑driven royalty numbers in coming quarters act as catalysts

Bull Case (25% probability): Re‑rating

- Market recognises SEE as a profitable, cash‑generating DMS leader

- Valuation shifts from “story stock” to “royalty compounder”

- Multiple expansion + revenue growth = strong upside

Bear Case (15% probability): Market remains sceptical

- Concerns about one‑off nature of payment

- AIM liquidity drags

- Macro risk-off environment hits microcaps

🧭 5. Specific Portfolio Interpretation

Given your structured, scenario‑driven approach and focus on inflection points, this RNS is exactly the type of signal you track:

- Cash inflection confirmed

- Royalty ramp confirmed

- Regulatory tailwind accelerating

- Balance sheet risk reduced

From a tactical standpoint, today’s pullback looks healthy, not structural.

Sips post in two sections

Whilst many will poo poo anything AI Related I am one that takes the opposite view. Over many months I have worked with Co Pilot and we have developed a structured system to analyse events and probabilities. I will share an edited version of today's Seeing Machines discussion and would be interested to see responses positive or otherwise.

Question / Seeing Machines, today's RNS has triggered profit taking, down 12% at one stage, recovered somewhat this afternoon. Healthy pullback pending more upside? Let's analyse the RNS contents and consider its impact and the likely direction for the future share price trajectory.

Short version:

Yes — today’s drop looks like classic short‑term profit‑taking rather than a break in the medium‑term bull case. The RNS is fundamentally positive: accelerated high‑margin cash, improved profitability, and confirmation that GSR‑driven royalty growth is imminent. The market’s initial reaction reflects technical positioning, not deterioration in fundamentals.

Below is a structured, evidence‑based analysis tailored to your portfolio process.

📌 1. What the RNS Actually Says (and Why It Matters)

🔹 Accelerated US$14.1m royalty payment

Seeing Machines will receive a lump‑sum US$14.1m from a Tier‑1 customer, replacing four years of future royalties.

- This is high‑margin cash, landing immediately.

- It pulls forward revenue, improving FY2026 profitability.

🔹 First quarter of positive earnings & cash in Q3 FY2026

The company explicitly states Q3 FY2026 will be the first quarter of positive earnings and cash generation. This is a major inflection point for a company long criticised for cash burn.

🔹 Royalty revenue to “increase materially” over next two quarters Driven by EU GSR legislation rollout, which mandates driver monitoring systems (DMS) in new models. This is the structural tailwind SEE investors have been waiting for.

🔹 Guardian aftermarket gaining traction

Expected to hit 6,000 units per quarter by Q3 FY2026 — a meaningful contribution to ARR and margin mix.

🔹 Convertible note obligations (Oct 2026) explicitly addressed. Management signals confidence in meeting obligations via:

- Cash reserves

- Accelerated royalties

- Operational profitability

This reduces a key overhang.

📉 2. Why the Share Price Dropped 12% Intraday

This is a counterintuitive but common reaction to “good news” RNSs:

1. Traders expected a larger number

Some expected a bigger lump‑sum or a broader renegotiation. The US$14.1m is good — but not spectacular.

2. Pull‑forward revenue optics

Accelerating royalties can be misread as:

- “future revenue sacrificed”

- “one‑off boost”

But SEE’s RNS makes clear that royalty revenue will increase materially anyway over the next two quarters.

3. Short‑term holders locking in gains

SEE has rallied strongly into the RNS. A “sell the news” reaction is typical.

4. Liquidity dynamics on AIM