SPBHOY
1.6K posts


Monster buy signal right there.
Obviously #AVCT wouldn't be presenting 5-6 months of early P1a data at ESMO if it were not impressive.
AVA6103 working as intended is going to put the world's major oncology players on extremely high alert.
Has @avacta tamed exatecan? Retaining (or even boosting via exquisite targeting) its extreme potency, whilst minimising unwanted side effects?
And this follows hot on the heels of other positive (albeit indirect) news for the Gen1 asset, AVA6000... Namely, that Enhertu missed its primary endpoint in the MYTHOS Phase 2 trial for SGC. A stark reminder that SGC is one hell of a tough cancer to beat, when even the world's bestselling ADC is struggling with it. What does that say for the quality (and massive value of) AVA6000?
Stonking items of news for both of Avacta's clinical assets. That biblical rerate draws ever nearer!
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@Ian07594592 @Lord_Matti I suspect the drop is connected to whoever was selling 20k chunks yesterday and simply a continuation rather than connected to today’s news
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@Lord_Matti For once after an RNS I’m surprised the SP dropped. This is adding real expertise and basically is saying that 6103 is going as planned. Would love to see an early readout of the data! #avct
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@kevinlfc56 @JStonker Most alert Avacta investor I know. Always on the ball
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Looks to have been a bit of an #avct post placing churn working its way through the market over the last couple of days. With the current buying volume, it can't be much longer before it clears.
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@Thehoff37328285 A genius move indeed. Take away the obvious opportunity for HC to further damage progress. Onwards and upwards #Avct
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@tom_the_bomb__ It’s so glaringly obvious to most of us who’ve stayed the course through ups and downs (lots of downs), but our rewards are coming. #Avct
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One thing that stood out in yesterday’s #AVCT placing RNS.
@avacta could’ve said:
“We look forward to reporting initial AVA6103 data.”
“The data will help evaluate the broader potential of preCISION.”
“AVA6103 may provide further validation of the platform.”
Instead, they said:
“…We expect that these data will provide validation of our preCISION technology in patients, by demonstrating that both our First and Second Gen molecules can effectively treat human cancers.”
That’s a VERY strong statement.
AVA6103 isn’t about proving exatecan can kill cancer cells. Exatecan is already a highly potent Topo1 payload with known tumour activity.
The key question is whether preCISION can activate it in the tumour and provide sustained release while controlling systemic exposure.
Given the trial design, timing and early clinical/PK visibility, Avacta should already have a good sense of whether AVA6103 is behaving as intended.
So “we expect these data will provide validation” feels extremely deliberate.
Not proof until data is release, but this does not read like cautious language from a management team worried the platform might fail to translate.
Cohesion Bureau will be busy planning for the day they can finally tell the world why Avacta have spent 2026 comparing itself to the biggest selling ADC of all time.
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@Towlie1981 @tom_the_bomb__ It means there's absolutely no reason for them not to be talking to Avacta #AVCT
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@tom_the_bomb__ What does this mean?
Clyst Saint Mary, England 🇬🇧 English

@Brifree123 @Gillian_Mackay1 @4Day_Week @ScotParl This in addition to them telling business they should pay all staff higher wages. So now business should pay more for 20% less working hours. FFS
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@Gillian_Mackay1 @4Day_Week Here we have someone telling companies how to operate their businesses who has never worked in a day in their life, she left Uni and went straight into Holyrood in an internship with the Scottish Greens. She’s never won an election either
Another reason to close @ScotParl
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@gawbyliciious Who’s concerned? 800,000 approx traded is hardly a drop in the ocean #AVCT Wouldn’t be too surprised to see a “concerning” rise later
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@chris_sutton73 Clear as day....so determined to hold Trusty down while his 2 teammates push him from behind

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@belfastbhoy1961 Simple solution is we just beat Motherwell and don't forget Falkirk might also have something to say.
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@RobDay80669068 I’ve bought shares at year high before and it’s never ended well, this puts me off
I regret buying at 38p and selling at 50p though
#AVCT
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@BigBiteNow I've literally just seen one negative post and it was on LSE, so only as expected. Great news and really looking forward to seeing the presentation.
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I see some moans about the #AVCT RNS today, but I like the messaging and the confidence given the stage they are now at.
"The data with our pre|CISION technology to deliver dual payloads has now demonstrated for the first time an efficacy advantage over single payload ADCs in a FAP-low and HER2-positive patient-derived cancer model."
"We continue to build momentum and enhance our IP - at a pace that we are confident exceeds industry norms."
Avacta@avacta
Avacta will today present two new developments at its Science Day 2026 event. Comparative analyses of AVA6103 compared with now two approved Antibody-Drug Conjugates (ADCs). Also, updated in vivo studies of the dual payload delivery program, AVA6207. avacta.com/avacta-present… #AVCT
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