AM23

When people like Dr Spira speak people sit up and listen. This is what he had to say..... "Targeting a potent topoisomerase I inhibitor specifically to the tumor, and thereby minimizing damage to healthy cells, potentially marks a significant advance in cancer care. We're excited to work with Avacta and join this Phase 1 trial for AVA6103 and to bring this cutting-edge approach into reality and improve treatment options for patients in need. With the pre|CISION® platform reaching approximately 90% of solid tumors, it opens up so many opportunities in the clinic and we are happy to work with Avacta on this exciting new approach." 3/3

Avacta add excellence to their team time and again. Interestingly we have 4 new indications being treated in AVA6103 but as yet no one on the SAB covering Pancreatic, Cervical, Gastric and SCLC. Won't be long before we have the first XI GUN team of oncologists complete. Just you wait. 2/3

Welcome Dr Spira..... Arguably one of the most important people for Avacta right now as per the RNS today. #AVCT Who is he? Co-Director, VCS Research Institute; Director, VCS Thoracic and Phase I Program; Chief Scientific Officer, NEXT Oncology; Clinical Assistant Professor, Johns Hopkins Titles: Chief Scientific Officer of NEXT Oncology Co-Chair of the US Oncology Thoracic Oncology Committee Chair of the US Oncology Research Executive Committee Member of the US Oncology National Policy Board Executive Committee. Faculty member at Johns Hopkins School of Medicine and serves as Assistant Professor of Oncology. virginiacancerspecialists.com/physician/alex… 1/3

This is an historic moment. Someone, somewhere at a trial site in the US has just been dosed with 'The Beast' aka AVA6103. This is a huge milestone for Avacta #AVCT and patient care. Good luck to all those on the trial who sacrifice everything for data readouts on clinical trials like this. In circa 2 years AVA6103 has gone from concept to first dosing. This is amazing. Remember the name Curtis Rink (6103 lead) as he and others on the science team have done an incredible job to enable this. The unique capabilities of this drug could redefine the approach to dosing Exatecan once and for all. BP have tried and failed for years to harness Exatecan, trials came and went as they could not address the toxicity. Time will tell if Avacta have cracked this, I believe they will.

#AVCT doses AVA6103. Coughlin on time and on budget. Concept to patient in ~24 months. Brilliant.

Check out Mkango MKA. They are listing their Malawi Rare earth deposit and separation plant in pulaway Poland on Nasdaq imminently. In addition to that their rare earth recycling business Hypromag is opening multiple plants. UK and Germany open, US via Hypromag USA (JV with COTEC a Canadian co) 3 sites in dev now. Other sites globally to come. This will be the cheapest recycler of rare earths globally and will be a key part in addressing the rare earth problems. US and EU funding likely. Check it out. Thanks for your great posts. Very interesting.

Can we please… just secure our rare earths supply chains first before we do this? How are we able to spend billions on glass towers in Miami? But not subsidize all our most important AI, Robotics, and Space rare earth upstream supply chains… That are entirely dependent on China/Russia? We literally have no domestic processing at scale for some of the most vital chokepoints from Humanoids bodies to indium/germanium/gallium for AI applications. Picking a few like $MP to $USAR and saying “we did something” is not enough. The Rare Earths chokepoint is a ticking time bomb that China set over the US. America has its prioritizes completely wrong

#AVCT AVA6000 Breakthrough Therapy Designation for Salivary Gland Cancer... 60 day countdown update! On the 3rd Feb the RNS confirmed the removal of the Dox lifetime limit for AVA6000 for SGC. Assuming this outcome was an expected dependency before applying for Breakthrough Therapy Designation (BTD) which has a 60 calendar day review process we are now on day 43/60!!!! This could land anytime it does not have to go to 60 days. The facts: 1. SGC has no standard of care, 2. AVA6000 has proven zero cardio toxicity 3. Efficacy confirmed 4. The lifetime limit of AVA6000 has been removed the first time ever for a P1A trail drug..... BTD is coming don't be surprised when it does. (The earliest application submission date is my own assumption based on the outcome of the RNS 3rd Feb removing the lifetime limit.)

Avacta will deliver two presentations at the American Association for Cancer Research (AACR) Annual Meeting 2026, taking place from 17 April 2026 to 22 April 2026 in San Diego, California, USA. avacta.com/avacta-announc… #AVCT

Avacta today announces the opening of the Phase 1 trial of FAP-Exd (AVA6103), the Company’s second clinical program and the first sustained-release pre|CISION® peptide drug conjugate. avacta.com/avacta-announc… #AVCT

I disagree on the war factor impacting the 20-F. The 20-F is a dependency for everything including the Nasdaq listing and the merger. There is urgency to file this to regain listing compliance at a minimum. It is for ABVE and the auditors to complete the 20-F work and both are in Canada not the Middle East. Zero excuses now, time to file it.

@sam247 @AM231982 Folks, the war is a huge factor. A 20-F filing will trigger the merger and the last thing $ABVE want is for this momentous occasion to be lost in the fog of war.

$ABVE IR comms have been active today. Got this reply. 20-F filing due any day now. It has been a long wait but it unlocks the merger.

Nothing today John so last Tuesday's position stands. I think they were committing on timelines that are not in their complete control and are with the auditor. I do believe we are in the final stages as per the guidance. Execution and comms has been poor but we have not had any bad news so holding.

@AM231982 What's IR telling you today? They aren't very believable are they?

$ABVE 20-F filing 'we expect to file very imminently'. This is from IR yesterday. This is consistent with the friday IR email wording ie nothing has changed but 5 days of progress have been made since. Not IF but WHEN...ignore the noise.

@royaldaring And guess where the AVA6000 and AVA6103 trials are being run from in Texas....MD Anderson. He is onsite. All about who you know at this point....'How are the patients on the 6103 trail going......'hummm

So, who liked the #AVCT presentation part 1? Novartis

Whilst welcome to see the market positively receive an #AVCT presentation for once, developing 500 preCISION enabled medicines and ~40 linkers remains completely ignored. AVA6000 is doubling PFS in SGC. One year of SGC sales is equivalent to ~80% of @avacta’s current m.cap.

#AVCT is going to prove AVA6103 works across all x4 P1a indications. Thereby proving they sit on a tumour-agnostic drug. They will then select x1 orphan indication from the four to facilitate a rapid route to market with the FDA. The FDA’s decision to remove the cardiac dosing limit in AVA6000 will read across to preCISION and thus, facilitate the advancement of AVA6103 with the regulator. Avacta will then partner to expedite development of AVA6103 in a larger indication. This will fund both the larger indication and the orphan’s route to market. The trial and these partnerships will move rapidly, far quicker than most assume, due to the trial’s design (and the fact it was conceived by a laser-focused oncologist) Everyone will hail the strategy as brilliant. The most vocal critics will gently forget they ever questioned new management’s direction. TVR will remain low. Shareholders will be protected. The company will receive its first bid. A competing bid will follow. The company will be sold. Avacta is days from the event which puts this series into motion. BTFD.

@sam247 This is entirely separate to RAH’s one. Note the addition in mine of the penultimate paragraph.

@AM231982 is this another email that IR sent you? This isn’t a copy and paste from “RAH” post?

Final quality control - What is this? This is checks and balances.

@ProcrasPrognos That is agnostic to the audit though. Clear that and we are off to the races! Not If but when!

$ABVE - The publicly stated estimate was $350 Billion. Gold is up (I think) 50% from that point. That creates a lot of cushion to meet that valuation. The biggest hold up seems to be the Clarity act as it has a direct impact on Stablecoins.