Bob Dibble

@tom_the_bomb__ All on track Tom, going exactly to plan. I suspect the H2 reveal will be stunning.

A new site has been opened for the #AVCT AVA6103 trial. When you already have ~7 weeks of clinical data, expanding site activity is a VERY positive sign. For P1A, that’s what you’d expect if: 1. Activation timelines are progressing properly. 2. Enrolment is expanding. 3. They're prepping to move through escalation cohorts efficiently. A HUGE update just before the weekend 👌 clinicaltrials.gov/study/NCT07454…

@AM231982 Yeah they’re rolling out the recruitment sites as the data begins to appear and they must be very satisfied with the early signs. H2 initial results will be very interesting. Before then we have the 6K P1 data and hopefully P2 design in H1.

New added to the clinical trials site for #AVCT in Michigan. START Midwest is a new facility group also. Ronan Pleass in charge. You don't do this is AVA6103 is not performing... That is now 3 out of 8 sites for P1A online....more to come here. Science day said 8 would support P1A and up to 20 for the next stage! #version-content-panel" target="_blank" rel="nofollow noopener">clinicaltrials.gov/study/NCT07454…

@tom_the_bomb__ Specialist biotech investors/IIs won’t commit to aP1 company on AIM imo. But get a P2 partner, compelling data, likely FDA a/a, initial 6103 data and it’s a different story. NASDAQ the icing.

At this valuation + NASDAQ listed, specialist biotech investors jump in and push this up further. #AVCT management have done well to shift the company away from its previous “covid stock” labelling over the last 2 years. It’s now a focused clinical stage biotech with a “unique industry-leading technology platform”. Time to rerate this, @avacta.

Multiple deals are expected for #AVCT, including licensing the technology to a partner for use with their own payload, alongside a partner for AVA6000 Phase 2. The below was from a year ago. As I’ve said before, my view has been that Avacta needed to see the Gen 2 sustained release system “working” before signing off on any deals. With 7-8 weeks of clinical data now available on 6103/Gen 2, that window feels like it’s here, IMO. Exciting times to be an @avacta shareholder. Always DYOR.

@DomPosen @TVR5AVCT Hi Dom I think without RHs intervention Avacta would have been more vulnerable to a low bid TO. The bond held was a qtrly drag on the sp which data alone couldn’t avoid. With the goalposts moved to 2027 the science will mature and any TO will be full value.

@TVR5AVCT Are you guys some kind of Richard Hughes cult ? The volume and current share price of #AVCT is mainly because of maturing excellent data and asset progressing through trials. And amazing team of scientists.

#AVCT has traded ~24m shares over the last 5 sessions. Today’s conversion represents ~c.6.5% of a 5-day volume. Before Richard Hughes joined AVCT’s board this single exercise could equate to 100% of 3 days’ volume. The CLN is now an irrelevance: <5% of m.cap in unsecured debt.

@BigBiteNow KO in round 1 BBN. The %of debt from Heights is almost irrelevant now and the data goes from strength to strength. The bonds held might be an attraction to any BP wishing to build a launching platform. No longer a long term drag on the sp imo.

At the end of the day, in a fight between the #AVCT convertible bonds and a positive AVA6000 data readout, the data would take it in the first couple of rounds.

@gilesgeddes @DamianReilly @coughlin582 My thoughts are that the 6K P1b update in the next month or so will be accompanied by a partner deal for P2 and also P2 design confirmation. Not long to go and if correct that will set the sp alight.

@DamianReilly @coughlin582 They’re talking about preclinical results of the world’s first dual payload PDC, I’m not sure how much more ‘next chapter’ you can get tbh. If you’re hankering after commercial news, CC has been clear this will come after the 6k 1b update later this qtr. #AVCT

We are delighted to host our Science Day 2026 event today and we look forward to the conversations. The new chapter of pre|CISION at the Royal Society of Chemistry in London #FOCUSOnTheWin #LetsDoThis

@Knockb47 Be interesting 50p or £7.50? The latter would preclude a TO so pship or two with 6103 data?

@BobDibble8 Its an odd one Bob, itd only bring it to £7.50 at 1000%....though....6 years experience tells you it's going the other way! 😆

#avct just a thought…which is most likely that Avct will go down 30% or go up 1000% by the year end? Anyone got some spare cash?

@ripley124 @tom_the_bomb__ @avacta Agreed re 6103 it’ll be later H2. Unless there’s a partnership we probably won’t hear about 6K P2 design either.

Next Wednesday, @avacta invites investors to “The Next Chapter of pre|CISION." “The Next Chapter” isn’t AVA6000. It’s Gen 2 (sustained release) - the bridge to Gen 3. And they’ll already have ~5 weeks of clinical data on 6103. #AVCT

@Jenkoool @SeanDentBsc @tom_the_bomb__ Adds more value to the platform when validated. God knows where it ends.

@SeanDentBsc @tom_the_bomb__ I agree it’s a big tell Sean. Very positive. I also wonder if BP asked them to add more indications (just as they asked to see a dual warhead) 🙌🏻🤔😁 #avct

My key question for Science day: ‘From what has been seen so far; is 6103 behaving as expected?’ A simple yes or no will suffice. Appreciate we’re likely to get minimal (if any) info at this stage, but just to know it’s seemingly safe and targeted would be massive #avct

@ripley124 @Cumulus51896691 It’s a science day so not expecting any partner news. May be reference to 6K but doubt any specific P2 detail.

"Our next chapter loading now" Make of that what you will .... #avct

@Jenkoool Given also their relationship via the Point acquisition they have a good view of what is happening. Certainly in the frame, and they have the resources for. to.

Lilly’s Q1 results 🙌🏻 Raising full year revenue guidance by $2bn thanks to momentum of new medicines including 4 new acquisitions. More to come? They have to be in the hat…. #avct

@tom_the_bomb__ @nickkaulbach @sandyradders @SeanDentBsc That’s my 6 also Tom but I have a feeling that J&J may also show interest. They have the clout and would like to extend their oncology position.

@nickkaulbach @sandyradders @SeanDentBsc My top 6 most logical acquirers for #AVCT (no order): AstraZeneca $AZN #AZN Pfizer $PFE Roche $RO Merck $MRK Novartis $NVS Lilly $LLY If AVA6103 translates clinically, preCISION is a platform that could materially impact #oncology pipelines.

#AVCT Nice article here outlining Novartis sales woes (Q1 confirmed, Q2 decline projected) due to generics/patent losses finance.yahoo.com/sectors/health…

@TedUrchin Couldn’t agree more Ted, I’ve signed, it’s time for the greed and ineffective oversight to stop.

I’ve signed, will you? Personally, I’ve had it with our rivers and seas being polluted with seeming impunity and having to pay for the fucking privilege - and all the profits going to foreign owned companies and investors! It stinks, and in more ways than one.

You may think your signature won't make a difference to the petition on public water ownership. But if everyone thought that, it wouldn't have reached 90k+ signatures. Every signature helps, every share helps even more. Please ✍️ & 🔄 petition.parliament.uk/petitions/7626…

#avct AVA6K is the pathfinder. The limited a/a for SGC AND LICENSE DEAL, though small for BP, is THE commercial validation for pre/CISION. It should start a firm rerate recognising the huge commercial market for the platform. All BPs would be on TO notice.

@Ruthyrururu @111BEN_111 Hi Ruth a/a may not be announced but CC certainly could update us on their intentions and progress with the FDA.

@111BEN_111 It would be fantastic if an accelerated approval pathway was shared on science day followed closely by a deal announcement.

Is fast track and/or orphan designation on the horizon for Science Day? ⬇️ Also, given #AVCT will face plenty of questions fishing for info on AVA6103, there’s perhaps an outside chance of a brief update. Something like “in line with expectations” or a note on dose escalation ?

@Superyotter Hi SY, I don’t think in all my 7+ years invested in Avacta have I seen such a display of confidence. They are quite sure that they have something very special and are proving it with each data read.

Looks like there’s something brewing The ever increasing confidence brimming forth from the ever increasing and seemingly choreographed comms leads one to assume there’s a wee bit of substance to this pre|CISION malarkey #AVCT

@AndrewDigby3 Missed that Andrew, great find! A deal is there BP just need to find the right numbers.

I think this needs repeating over and over, thanks TOn1c #AVCT

@Blueberrymgmnt Hi BBM removal of the lifetime dosage limit for 6K, excellent PFS data, and early data for 6103 point to a very strong platform performance. Avacta should be in a great negotiating position for deals. Interesting few weeks ahead hopefully.

About picking the right deal at the right time. How much better does a deal look with 5 weeks of Gen 2 in-human data? #AVCT