Mike Wilk

#AVCT Exactly @RAH00084 the new ISA year buying is what any placee flippers will sell into You ASSUME they are all flippers x.com/RAH00084/statu…

#AVCT @RAH00084 the staring game just described imo also includes those specialist funds covetted for a long time would prefer to buy slowly @63p rather than 75p a) avacta are probably fine with that sharebase redesign b) actually is the least dilution x.com/RAH00084/statu…

#AVCT 3/n ..who the recent placees were, imo plausible a big chunk were a result of the Cowen event. Zeus not Cowen book obfuscates this? My proposition is, plausible hold out for high value cash rich co-dev JV, an outstaring game - an extra 10m shares @63p insignificant GLA

#AVCT 2/n ..won't like, not necessary any deal in 2026 unless on our terms. Which then leaves July and October CLN conversions either £3/6m on heights election - in this scenario I'm thinking however a Zeus badged placing instead of same amount @ min 63p We have no details..

#AVCT 4 chemo agents 4 franchises 4 partners GLA

@royaldaring @SeanDentBsc @Jenkoool #AVCT Hi D For me as i understand it "bathed" is more about keeping exposure over a cell cycle for Ex to be effective Time lines indicated to December suggest to me 6 dose levels planned Personaly a chemical dose level means very little I'm sure it's a safe one Great news GLA

@SeanDentBsc @Jenkoool That is what I am wondering... if at current dose levels it would be "bathed".. .I surely hope so, but I assume initial dose levels will be extremely low #avct Simply trying to manage expectations

Right now, in 🇺🇸 a tumour is being bathed in Exatecan like never before. Investors have waited for 2 years for this. CC her entire career #AVCT

@bloodstockstats #AVCT Hi B You're right in sense that part of science is time - topographically we haven't advanced in terms of the formula that determines price, and what was more or less already discounted, total sunk cash, cash,debt,2 x P1 assets Retaining assets is the same commercial plan

@Mike182035 I am sure that your not advanced much comment only relates to the share price - great advances have been made on the science side. Retaining assets until their true value is revealed by the science is key to LT shareholder value. #AVCT

#AVCT 1/n I wasn't going to post this originally because of the howls it will raise but Ben, this is a strategy, not an accomplishment One plausible reading is we did apply for FT or BTD in January with a not ready yet apply later reply, a free pass... x.com/111BEN_111/sta…

#AVCT 4/4 ..board. 4.5m shares will be £90m if we are ultimately taken over @ £20/share, have a small grumble now but insignifigant by then Tbh I would have asked for more, which I'm sure Richard did! GLA we are working our optionality plan to achieve overall best result imo

#AVCT 3/n ..last raise - but it doesn't matter as long as we don't go backwards With regard to the warrant, I don't especially like the late reporting, but that was beneficial. And admitedly i didn't like the appointment at the time, 1% warrant was the cost of bringing RH on...

@gilesgeddes #AVCT It's the structure of that first deal which determines if our negotiation strategy has been successfull, I think it will be. Tick tock

@Mike182035 Agreed - seems to be a missing £10m. Your dev deal sounds plausible.

As I’ve tweeted consistently over the last few months, I am very happy with this strategy of a small placing (smaller than I expected) to get us through 6k P1b and initial P1 6103 results. Great to see the director buys as well. #AVCT.

@Decscfc1990 @gilesgeddes #AVCT Hi Declan seems logical, all the work & data on 6103 informs on half of 6207 so a flying start. 6103 also has value in it's own right because of the potency of Exa and a 3 year lead over 6207 There are 3 or 4 main chemo groups, a franchise for each seems logical to me

@Mike182035 @gilesgeddes Mike I’ve always wondered why cc chose exetecan for 6207. Surely no one would want 6103 without the 6207?

#AVCT From Trinity "Phase II trials in SGC and TNBC is planned for 2026 (subject to partnership or funding)" I'm not 100% but think "or funding" is new a subtle change of tone Also note target price suspended or continue suspended - which is interesting GLA

#AVCT Seagen yes Timing no Seagen values about 2-5 years away imo x.com/Livinginthesur…

@avacta #AVCT Doesn't do any harm to be seen literaly rubbing shoulders with Ipsen - Cough - plan B GLA

Avacta CEO Chris Coughlin joined an expert panel this week in Lisbon at #BIOEuropeSpring to discuss the latest innovation and opportunity shaping the oncology landscape, from precision medicine and immunotherapies to novel modalities and combination treatments. #AVCT

#AVCT I'll take Avacta everyday of the week and twice on Sundays x.com/asininitybeyon…

@Cumulus51896691 #AVCT Appears there is more than one "ADC" Who knows - helps pass the time while we wait for actual news linkedin.com/company/xdcent…

@Cumulus51896691 #AVCT What might actually be usefull is pointing out we've had one other XDC level concept in our pipeline for years - Tmac now known as "new improved" AVA7100

If Avacta are shifting terminology from PDC to XDC then it goes further than aligning with Novartis. PDC has connotations of ADC lite whilst XDC says next generation technology. Plus Affimers have a home in there too. One step ahead again ? #AVCT