Justin Case

Here we go! #AVCT announces opening of Phase 1 trial for second pipeline asset, FAP-Exd (AVA6103) The first two centers to open for enrollment are the Virginia Cancer Specialists Research Institute in Fairfax, Virginia, and NEXT Oncology Specialists in Dallas, Texas. The first patient is anticipated to enroll in the study before the end of March. @coughlin582's words are important: "We expect AVA6103 to enable greater efficacy from the exatecan payload while limiting the severe toxicities that were observed in the initial development of this payload in the clinic." Firstly, the point that cannot be emphasized enough, with regards to pre|CISION's key strengths: The platform is so targeted that it simultaneously can massively boost efficacy AND massively reduce unwanted side effects. It's not a matter of, "Right, we can take this powerful warhead and modify it with pre|CISION, and will then have a drug that is just as efficacious as the original, but without most of those horrible side effects." Nor is it a case of, "We can take this powerful warhead and modify it with pre|CISION, and our new drug will have the same side effects as before but will be much more efficacious." pre|CISION drugs will boast significantly greater efficacy than the originals, and yield far fewer and less severe side effects than the originals. @avacta has recently informed the market that it has synthesized almost 500 pre|CISION molecules. In short, it can now modify practically any anti-cancer therapeutic on the market / in development, with its delivery platform. Coupled with the fact that the platform can be used to treat almost 9 out of 10 cancer cases worldwide (courtesy of using FAP as an extracellular biomarker), one should begin to understand why we Avacta bulls believe pre|CISION could be the delivery system of choice for global oncology, in the decades ahead. The second point to note from the CEO's statement today: exatecan as a standalone monotherapy has historically been used to treat near 1,000 patients in clinical trials (primarily by Daiichi). Avacta is hardly jumping into the unknown with AVA6103. Moreover, deep collaboration with Tempus AI will ensure that the most appropriate patients will be selected for P1a, which could result in a real surprise to the upside for that preliminary efficacy. First patient to be dosed in next two weeks. Interest in this trial from all quarters is going to be off the scale. Incredible work, Avacta, keep it up! 👏 And God bless those patients partaking in the trial. Prayers go with them.

A historic period for @avacta approaches. In the next 2 weeks or so, the first patients will be dosed in the Phase 1 trial for AVA6103 - 'the Beast', as it's referred to inside the halls of #AVCT. The company last month detailed how AVA6103 enjoys a number of key advantages over the world's best-selling antibody-drug conjugate, Enhertu. The pre-clinical models for 6103 in the public domain reveal a complete response rate of >90%. The Phase 1 trial is initially focusing on four indications: pancreatic, cervical, gastric and small cell lung cancer. If all is going well in the first few months, it would not surprise to see the trial expanded to include colorectal (given how impressive the pre-clinical results were in this indication), and possibly others. Analysts have Enhertu achieving peak sales of $10bn to $12bn in a few years' time. What has inexplicably not been covered by equity analysts yet is that 6103 could have a total addressable market of 5 times, possibly 10 times, that of Enhertu. And, due to its significantly superior targeting, it should simultaneously demonstrate significantly higher efficacy and reduced side effects, relative to Enhertu. In the meantime, Avacta's (current) lead asset, AVA6000, has continued to generate superb data in its Phase 1b trial, notably for salivary gland cancer - for which it is likely to at least double the historic benchmark PFS. SGC is a $250m per annum opportunity. A registrational Phase 2 trial for 6000 targeting this indication should kick off this summer (subject to funding). Management would never state this publicly, but I suspect they consider the probability of AVA6000 receiving marketing approval for SGC to be ~90% now. Does the company now joint venture it, so that a larger partner can help fund it through Phase 2 before sales can commence? Or license it out, for a free carry and then royalties (possibly with a small upfront cash sum)? Or could AVA6000 (for SGC only) just be sold in full, for a large cash sum? The last option would probably be the worst-value (for existing shareholders) in the long-term, as a result of missing out on a share of 5+ years of >$200m per annum, high-margin sales. On the other hand, it would minimize equity dilution for the foreseeable, and ensure that Avacta can keep 6103, 100%-owned through to at least the start of Phase 2. Moreover, one could argue that if 6103 performs in clinic as management thinks / hopes(!) it will, then it's highly likely that the company would be acquired before it can enjoy any royalties / profit share from 6000 SGC sales. In any event, I am certain that the company now has an array of attractive options before it, to fund operations and growth. To think that this year - in the next 6-9 months - we will know if pre|CISION is likely going to disrupt the global oncology market, and ultimately displace the budding ADC class (not to mention, the very large majority of conventional chemotherapy). This company could become a national treasure. All the information and data is in the open for everyone to peruse, and realize this. As I have highlighted previously, the international peer group for precision oncology has demonstrated that 100x returns from Avacta's current mkt cap of £300m are entirely possible, within a relatively short timeframe (2-3 years). I am looking forward to truly frenzied buying here in the not-too-distant.

@sciencegirl Cold showers

People who rarely get sick, What's your secret

@TheRealJamieKay 🤣🤣🤣🤣 My god there are some absolute weapons on X.

Does anyone else think Zack Polanski would make for an excellent prime minister?

@reazey3 @Parkersafc No. It really is an outrageous claim. Nowhere near good enough at the moment.

@Parkersafc yes but its not even an outrageous claim

Is this England's starting XI for the first game at the world cup? Pickford James Konsa Guehi Hall Rice Anderson Saka Rogers Rashford Kane

🚨 Wow. The Mandelson files are up. They prove Starmer WAS advised and warned about Mandelson’s appalling friendship with Epstein. Starmer appointed him anyway. Starmer lied. Starmer must resign.

@avacta CEO @coughlin582 and CFO Brian Hahn in Boston 🇺🇸 for the 46th Annual TD Cowen Health Care Conference. #AVCT hosted a investor meetings throughout the day on Wednesday March 4. Investors interested in accessing the presentation may download the PDF slides here avacta.com/wp-content/upl…

The webcast and slides from CEO Christina Coughlin and CFO Brian Hahn's presentation at the 46th Annual TD Cowen Health Care Conference in Boston can be accessed here: avacta.com/events-present… #AVCT

A mate of mine sent me this. I 100% agree with him. I'm confident #AVCT shareholders will be rewarded at some point. Potentially mind-boggling upside here (IMO). DYOR.

@lawyer_memes Focus on tiny details, miss the big ones.

A junior said "Good morning" to me in the elevator. I checked my watch. It was 11:00 AM. I looked at him. "It's almost lunch," I said. "You're three hours late to the concept of morning." He tried to explain he'd been at his desk since 7. I interrupted and told him accuracy matters more than intent. I emailed his reviewer suggesting he take a CLE on time management. He apologized later. I didn't reply. I forwarded the apology to HR as proof of his inefficiency. Greetings are risky. He learned an important lesson. Never speak to a partner in the elevator. Unless spoken to.

@g_gosden Very unlikely.

There are moments in history that may seem insignificant at the time but a British PM standing up to an American president is going to be one of those moments that historians will write about long into the future.

@ZackPolanski I see protecting the planet is last on your list. You've changed, smells fishy to me.

It's becoming increasingly clear every single day that the way to stop the rise of the right in this country is to join the Green Party. It's also the way to invest in our communities, lower our bills and protect our planet. Join.greenparty.org.uk

@EPLBible I mean the fact that the contact started outside of the box, it should never have gotten to this stage and been a freekick. Obviously a foot outside.

A pull back with any force would have Cunha falling backwards not forwards It’s quite simple, he’s conned the referee cause he’s been allowed to. 🤦‍♂️

@LSeffz 😂😂😂😂😂That's the softest penalty I have ever seen given.

It’s just the rules. Holds him, it continues into the box, he denies a clear goalscoring opportunity and isn’t trying to play the ball. They could use this video inside the law book to show how the rules should be applied. Clear as day

@Green_Scouser Its so boring to watch, bar a few teams (not in the top 6) mostly.

Does any neutral fan enjoy watching games of football anymore when their team isn't involved? I think the PL is at its lowest ever level in terms of entertainment. The nonsense during det pieces, poor standard of refereeing and too much play acting has made it unwatchable

@EPLBible That's one of the worst decisions I have ever seen.

A penalty and a red card for this. Yep, the game might well and truly be over. 😩 x.com/Trend591521/st…

@TouchlineX Teams will adjust and sit deeper, this will not help attacking exciting football.

🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Arsene's Wenger new offside rule has been APPROVED and will be used in the Canadian Premier League! A player will ONLY be offside if he has FULLY passed the last defender, so it won't be decided based on a body part anymore. If succesful, the offside rule could change across the entire world from the 2027/28 season on.

@ZackPolanski He should have let them use the bases from the beginning.

We now face being dragged into another illegal war in the Middle East which has now pulled in multiple countries. People in this country do not want this and it must not be allowed to happen.

The events of the past 48 hours have laid bare Keir Starmer's utter inability to stand up to Donald Trump - and this weakness could have serious consequences for the safety of British people.

Iran fires ballistic missiles towards Cyprus, home to a RAF base, yet the Defence Secretary says they “were not targeting the island.” Really? Does John Healey think Iran just accidentally fired ballistic missiles in that direction? This Labour government is totally rudderless.

The Prime Minister needs to change his mind on the use of our military bases and back the Americans in this vital fight against Iran!