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@Blueberrymgmnt Yes, exactly this. Accelerated approval pathway followed by a deal announcement anytime now which will turn into takeover as ava6103 data emerges.

The CLN only becomes relevant if #AVCT do not secure a deal in the coming weeks. Recent SP performance suggests one is likely. A deal has been signposted for well over 12 months now.

@JStonker @BigBiteNow @MylesMcNulty Interesting to see who the presenter is also involved with / advises etc in the disclosure section 👌 AZ, Daiichi, Merck it goes on.

@BigBiteNow @MylesMcNulty Here you go - abstract titles released a couple of weeks ago, full text still to come asco.org/abstracts-pres…

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.

@RAH00084 @Anthony__VR Recently, Daiichi took a $610 million profit hit due to manufacturing overbuild and shifting demand for its ADC portfolio. This financial strain could mean they are desperate to secure a "next-gen" platform to maintain dominance. PDCs a lot less expensive to manufacture.

1/ Daiichi Sankyo just unveiled its 2026-2030 plan. $14.7bn oncology revenue by 2030. 20 indications, 5 medicines. Mostly built on existing DXd assets. Read carefully for the FAP-PDC implications. #AVCT

@SeanDentBsc Perhaps the market is finally realising that the tech will totally disrupt the ADC market.

Ok I'm no trader and don't even claim to understand technicals or buying vs selling etc.. But this volume we're seeing at #AVCT seems...... telling? 🤔 Given the exceptionally strong news flow which is due I mean. Either someting's up or that was one hell of a science day! 🤣

@RAH00084 Love this👏🏻👏🏻👏🏻👏🏻

@sandyradders @AM231982 It was clear from science day that initially BP couldn’t believe many aspects of precision for example ADCs are made up of 1300 amino acids where there are only 2 in precision. This is why precision is so much less expensive to manufacture. CC said they just couldn’t believe it!

A great set of posts. Lung toxicity / pneumonitis is one of the biggest and most serious issues with ADCs - including Enhertu. In contrast, there has been no pneumonitis seen with AVA6000 - a major advantage of the pre|CISION platform that Chris has highlighted multiple times. Chris has said they are often asked: “Why don’t you have lung toxicity? Everybody else has lung toxicity. It’s not going to be released in the lung. David (Jones) explained that other ADCs release with a protease called Cathepsins - a whole group of them expressed in the lung. FAP isn’t in the lung.” That’s the beauty of the FAP-activated pre|CISION platform - true tumour specificity because FAP simply isn’t expressed in normal lung tissue. No off-target release, no pneumonitis. #AVCT is playing a completely different game here.

Another outstanding Science day delivered yesterday by #AVCT to a full house of investors. It has never been clearer that the transformational science, IP, optionality and value of the Precision platform continues to dwarf what most people can comprehend. Focusing on a particular trial means you can easily get blinded by the lights and ignore the huge number of possibilities created by the technology which is the very foundation. For perspective the entire ADC market was formally put on notice yesterday (again). The checkmate play has started. For all the positives ADCs have bought patients for over a decade its issues are still toxicity, tumour targeting and getting enough warhead to the tumour. The simplicity of FAP enabled Precision drugs solves all these issues in some way. Both Enhertu and Datroway were formally compared to AVA6103 preclinical findings and got slaughtered. Blockbuster drugs generating billions today got slaughtered under that analysis! This will be peer reviewed. Replicate this in humans and the industry will wonder how little old Avacta has been hiding in plain sight for so long and hardly anyone knew! 1/4

@philsy027 CC said two conferences in June with data released on AVA6000

ASCO abstracts are typically published publicly ~2 weeks before the conference — around 15–16 May 2026. 9 days from now Avacta fires the starting gun (assuming AVA6000 data is intended for release at ASCO). #AVCT

@RAH00084 @Anthony__VR @MylesMcNulty Yes, her demeanour said it all. I think that therapeutic dose doesn’t need to be as high as historically required in other treatment regimes because it is so targeted to the tumour and slowing the toxicity to be dramatically reduced.

@Anthony__VR Confirmed by CC that AVA6000 updates will be in June at two conferences.

10/ Watch list for confirmation: AVA6000 update at ASCO (May 30 - Jun 3) or ESMO (September), peer-reviewed publication of AVA6103 vs DXd data, and any escalation from "continued active interaction" toward "advanced discussions" or "term sheet" language.

1/ Avacta's Science Day RNS today looked thin to most readers: no AVA6000 clinical update, no Phase 2 design, no partner. But read the subtext. The day wasn't underwhelming. It was the opening move of a deliberate BD sequencing playbook. #AVCT

@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 ?

@AntonyBloo56149 Superb 👌

#avct FDA ....new initiative 👍 About time 😉 fiercebiotech.com/biotech/fda-un…

@tom_the_bomb__ @Jenkoool I’m really looking forward to meeting CC. 👏🏻👏🏻

@Jenkoool Those attending Science Day next week are in for a treat. IMO, CC will struggle to contain her excitement if this was what she was like before they had clinical data. #AVCT #SkiesTheLimit

Today, AbbVie agreed up to $1.45B to fund a phase 1 asset that started dosing today. What deal value could #AVCT achieve for a phase 2-ready asset with 4.5+ years of clinical data & (potentially) an accelerated approval pathway?

@tom_the_bomb__ Brilliant Tom.

@law70437 Sorry to hear that SJL. I’m here too for similar reasons. Even if they can’t offer a cure at least quality of life and more time is priceless when people suffer so terribly with current treatments.

Back here now after some months away watching mum suffer from - and ultimately succumb to - mesothelioma. A FAP-high cancer that I hope, one day, Avacta might tame with its pre|CISION platform. My faith in CC and the #avct team is unabated. Exciting newsflow just up ahead.

@tom_the_bomb__ @Jenkoool I’d love accelerated approval announced on Science day followed immediately by a partnership announcement 👌 then we will have a rerate.

@Jenkoool I would hope and expect it relatively soon.

That critical first deal 🤔 Validates the science to a new level, derisks the platform, derisks dilution, adds future income milestones, accelerates development & testing, opens the door to much larger value creation from the rest of the pipeline. It happens this year IMO #avct

@jivetur88775834 @ParadigmCoachi1 I think partner for ava6000 with an aim to take over as ava6103 data emerges.

@ParadigmCoachi1 No way until ava6103 read out. If it's as good as we think it will be, that adds a 0 to the T/O price. CC and the BOD know this. And BP wouldn't commit before that data, they will value a6103 at a fraction of it's actual value (i.e., 'risk adjusted'). #avct

Increasingly convinced that #AVCT T/O comes soon. CC 'won't start P2 w/o a partner' - a veiled power play. 'We know how good it is - show us the money.' LD vs T/O - no BP wants to be left behind by an LD. This increases likelihood of T/O. Strategy mtgs must be well underway.

@Mike182035 Very interesting read, thank you. It makes sense if it plays out in this way.

#AVCT Some further AI questioning (usual caveats) on BTD, share price, deals, size and timing This conversation is predicated on BTD at end of May with AVA6000 readout - which may or maynot happen x.com/i/grok/share/1…

@tom_the_bomb__ @BobDibble8 I still believe a potential acquirer encouraged accelerating Generation 2 AVA6103into the clinic to prove the versatility and safety of the broader pre|CISION™ platform before initiating a takeover.

@BobDibble8 So yes, #AVCT ends in a TO. But I wouldn’t underestimate what a 6000 out licensing deal does to the share price first. That might be the catalyst that attracts the acquirer. 4/4

#avct what will it take to seriously rerate? Current COS for 6K likely <50% despite data and FDA removing dose limit implying COS 90%+ imo. When FDA a/an and license deal arrive AIM will rerate but attach little value to 6103 and others. TO needed for investors and patients.

@PJ_Crabb @tom_the_bomb__ I agree, there was a huge hint in was in that interview. 👌

@tom_the_bomb__ Great shout, now that would be something!!

Many #AVCT holders are watching for AVA6103 data as the next catalyst. Could there already be something bigger in motion. ⬇️ 1/12

@jimgill28016097 @philsy027 Exactly that. I can’t wait.

@Ruthyrururu @philsy027 #Avct After reading the "Hidden signals/platform evolution" section, the anticipation for the May the 6th science day becomes even more heightened

Claude came up with some interesting takes on Avacta. Don’t agree with everything he came up with but certainly agree that the valuation right now is too low. storage.googleapis.com/avacta-analysi…