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@Riccardino999 @ParadigmCoachi1 @RoryStuart15 Why would dilute so heavily if you felt there was a strong chance of a deal taking place in the coming months to further extend the cash runway. AVA6000 will be partnered into P2 trials and with that, much of the financial burden of running the trials will fall to the partner.

@ParadigmCoachi1 @RoryStuart15 Oversubscribed means they could raise 11 or 12m You need 50m to get to phase 2 and the data is marginal I m just trying to warn you that these pumpers are clueless But it looks like it's easier to stick it in your arse than to stick it in your head 😉

#vul #yolo When you buy HRT to help your wife with mood swings the cross selling algorithm will suggest you buy Viagra as that will alleviate her symptoms too 😉 Joking apart If you don't have adhd it's worth spending 45 min listening to this youtu.be/XJyKaXxg2Qk?si…

@bradloncar @BiotechTV Avacta please Brad. Chris is a fantastic CEO and the tech is potential a game changer for chemotherapy.

What companies would you like to see interviewed during #ASCO26 on @BiotechTV?

@MylesMcNulty @glr_1990 @BigBiteNow Myles - firstly thank you for your detailed and brilliant reply. I am building up my position every month and like yourself, regarding a target, will await for a BP takeover at a significant premium to the current SP!

Hi Josh, I don't have any selling levels on #AVCT for my core holding, as I think the upside is, for all intents and purposes, unlimited now from a $460m mkt cap. AVA6103 could be a $40, $50, $60 billion per annum drug - and that's just if the pre-clinical data is matched in the clinic. There is almost every reason to think that it will in fact be surpassed, as was pointed out by @avacta during the recent Science Day. Big Pharma is paying what, 3-6x peak sales for acquirees' lead candidate? And in my view, 6103 is considerably more derisked than most seem to think. To revert to your question: my target is to hold until an offer is accepted by >75% of shareholders, and I'm forced to sell! But given how many retail holders - which makes up >95% of the register - is invested fully (not just capital-wise but sentimentally too), I think the final price that the likes of AstraZeneca, Novartis, Merck etc. will have to pay will be incredibly high. P.S. selloff today is almost certainly due to a dozen or so traders exiting in order to chase MKA and IES. All very predictable. Alas, nothing to be done (except of course take advantage of the dip, if one has spare capital! N.B. not investment advice blah blah blah! 😂).

In other news I’ve bought #IES Excellent posts from @BigBiteNow Always good buying a stock when LTH are extremely excited ‘This will be the worlds LARGEST VRFB’ 2.1GW data-centre in Switzerland (that magic word) As I always say, I like to buy UK stocks that I think could get picked up by US investors and quadruple or more, this is one of those.

@MylesMcNulty @glr_1990 @BigBiteNow What are your targets on Avacta Myles? Thank you.

@glr_1990 @BigBiteNow Exactly this. I stupidly missed out on each of $IQE, $RPI and $FTC, and so ensured I nailed the $ENSI early on. $MKA #MKA, $AVCT #AVCT and now $IES #IES are - for their own different reasons - each the next prime targets in my view to attract monster interest from US retail.

@tom_the_bomb__ It’s one of those scenarios Tom where traders sell and end up locked out when a transformative RNS drops, paying £1.50 a share to get back in. The current market cap sits at a similar level to the average Avacta MC in 2023. Look at the progress / value added in those 3 years.

Traders selling up 🥱. Commercial deal(s) and/or FDA designation rerate this. Both could land any day now. Ultimately, traders will always trade. What we need is for this to be done at a new level. It was 35-45p. Then 50-60p. And now 80-90p. Next up? £1+. #AVCT

#AVCT The team are using ever more confident language in the recent company RNS. You get the feeling that we are in the closing stages of a partnership deal or a big data drop. Busy weeks ahead! I look forward to the presentation later this afternoon.

#AVCT Absolutely blown away by the Science Day presentation. The team have advanced so much in the last two years and have overcome many challenges with their innovations. Bring on the deals!!

@100kDiary AVCT

If you had £5,000 deposited into your Trading212 account right now, but you could only buy ONE stock or ETF, what are you choosing? 🤔

@Katheri23760769 Bale is thinking about his Golf game.

Freestyler VS Ronaldo😯

@Raw_Combat_ Julius Jackson vs Herol Graham. youtube.com/shorts/QnQ4hoi…

As a martial arts fan, this is the hardest knockout I've ever seen.

@BarryOnHere He looks like a hairy Matthew Stafford.

Been together for 55 years. No scandals. No turmoil. Just 2 people who love each other and have always been faithful even in tough times.

@CoffeeStocksGuy AVCT is primed for a major rerate. The platform oncology medicine is worth multiples of the current price, and, as the data continues to build, the share price will react!

8 UK-listed companies I've been reading up on recently. Something interesting is happening at each one🇬🇧 $FTC (Filtronic) - RF and microwave tech. SpaceX supplier. Up 130% YTD in 2026. Makes E-band transceivers for satellite and defence. The production ramp is the story now, not the contract wins. $SWC (Smarter Web Company) - UK's biggest Bitcoin treasury. The domestic answer to $MSTR. CEO @asjwebley keeps buying regardless of price. Highest-conviction BTC accumulation story on the London market. Best management team IMO. $ENSI (Ensilica) - Pure-play ASIC chipmaker on AIM. Custom silicon is where semiconductor margins are moving. Sub-£150M market cap on a company with a $250M+ lifetime chip supply pipeline. $RR (Rolls-Royce) - The industrial renaissance story. SMR nuclear, defence, aerospace. The narrative has reset entirely in 2 years. The question now is whether the re-rating still has legs. $SHEL (Shell) - Cheapest energy major by most metrics. Buybacks accelerating. UK market consistently undervalues it relative to US peers. $RPI (Raspberry Pi) - Single-board computing with an AI edge use-case forming. CEO bought stock at the lows. 2025 revenue up 25%. Arm holds 13% of the company. $CWR (Ceres Power) - Fuel cell IP licensor, not a manufacturer. The Bosch relationship is the core asset. IP model means lower capex and higher optionality than most clean energy plays. $SYNT (Synthomer) - £1.74B revenue specialty chemicals near penny stock levels. High debt, loss-making. Asymmetric: if deleveraging executes, the re-rating is material. Distressed turnaround, not a compounder. What am I missing? Drop your UK picks below 👇

@MylesMcNulty @BigBiteNow Hi Myles, Would you be in favour of an imminent US listing or to wait until 6000 is P2 ready?

x2 new data dumps (at separate oncology conferences, TBA) before end June for AVA6000, according to #AVCT's CEO at Science Day. Presumably, SCG as a standalone indication (given it is the lead for 6K at the moment) at the first conference, and then STS and TNBC packaged together for the second conference? Importantly, the fact that two sets of new data are being presented, suggests that either STS or TNBC - or both! - have also performed very well in the Phase 1b. Besides that, I'm hoping we see Fast Track, possibly Breakthrough Therapy, Designation for 6K SGC, announced shortly. [There's a recent clip of CC on this platform somewhere hinting at that.] So much to look forward to. ...... Here's my semi-regular reminder that there are, as of mkt close yesterday, currently... *checks the list*... 130 biotechs listed on NASDAQ that have revenue of sub $100m, and that have a mkt cap greater than Avacta. Oncology is the largest therapeutic area in global pharma by annual revenue. It also dominates R&D pipelines (accounting for circa 40% of drugs in development). Ergo, one would think that the company with the most targeted, most versatile, and most broadly applicable delivery platform for that leading therapeutic area, would be near the very top of that list of highest mkt caps. The potential upside here in a relatively short timeframe (<2 years) is just absurd. How long can Avacta hold onto the pre|CISION platform whilst remaining independent, is the key question now.

The market knows AVA6000 data is scheduled to be released in the next 6 weeks, plus AVA6103 continues adding time served, so I don't think #AVCT is finished here.

@JStonker @BigBiteNow @MylesMcNulty Great job Stonks!

@BigBiteNow @MylesMcNulty Abstract titles for ASCO Breakthrough in Singapore released on 19th May too - possibly the second conference referred to at the science day. Poster sessions on head and neck, breast cancer, sarcoma etc. End of June so just within H1.

@RAH00084 Thank you so much for the summary RAH. Very comprehensive. Plenty of near term potential transformative news for the company.

Hi Josh, sure. AVCT looking at: - AVA6000 Fast Track designation (see most recent interview where CEO says ‘watch this space’ when asked about an expedited route); - AVA6000 data at x2 conferences (ASCO is May 29 so that will be x1, not sure of the other but PFS for SGC will be released late H1 along with TNBC plus safety data from cardiac limit removal); - Deal on AVA6207 (they are selecting warhead in H2); - Deal on AVA6000 (they need PFS and preferably expedited FDA route to deal); - AVA6103 interim data (end of 2026). And any other titbits they throw our way. Can’t remember name of guy I was stood next to during the Q&A with CC but he asked whether AVCT would announce AVA6103 progress before that. “We’re thinking about it” was the response.

#AVCT The. Chart.

#avct Added Avacta this morning. The SP looks very strong, crossing the 200 DMA and the volume has hiked up multiples since the Science Day last week!

@archer_coa #PRTC Briarwood has now declared a 5% holding so we have two US funds increasing positions in recent months. A £2 per share bid would essentially cost a bidder £125 million. Cash and the value of the Seaport shares (not including any royalties) covers £375 million.

🚨Seaport Therapeutics $SPTX has presented us with a substantial arbitrage opportunity owing to the fact PureTech Health $PRTCown 16.85m shares in Seaport. Current market cap of #PRTC : $400m. Current value of their equity stake in Seaport: $286m. Cash on the balance sheet as of end of March $248m. That's $534m of quasi-cash in a $400m company. All of this is BEFORE we take into account Seaport royalites, Cobenfy royalties, Celea & Gallop. These assets are being priced at less than zero. The mispricing is absurd. 🧵1/4

@BlokeOak57182 Seaport finally trading between $21.5-$22.

$PRTC SPTX successfully lists at top end of expectations at $18 and upsized its IPO to 14.16m shares to raise $254.9m new shares. (Nasdaq: SPTX)