Keith Harrison

@tom_the_bomb__ @Blueberrymgmnt May be, hopefully, with a strong chance... not quite there yet! Fingers crossed.

@Blueberrymgmnt #AVCT preCISION is the holy grail in #oncology

Despite heavy pretreatment (62% prior chemo, 57% platinum, 56% topo I exposure typically associated with weakened marrow reserve), AVA6000 showed just 11% Grade 3/4 neutropenia despite exceeding conventional anthracycline limits. PFS is an outcome. This is why it works. #AVCT

@MylesMcNulty @Josh44282819 @glr_1990 @BigBiteNow Added today as weakness after a good run pretty predictable.

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.

@tozzer121 @RedditDeluxe Reading about LDES, CAES, 60 caves, even based a drilling program of say 3-5 caves initially takes time, 2 years. They are not without their engineering challenges; bedded rock salt is less straightforward than dome type rock formations. Potential, yes, challenges, too.

@RedditDeluxe How is this not in the £50-100 mill mcap range already 🤷‍♂️

#EPP sign port deal with ABP - the UK’s largest Port Authority enabling the development of: • a CAES storage operations base; • a gas and hydrogen storage operations base; • connection infrastructure for the project's offshore storage facilities • hydrogen and graphite production facilities. The Graphite will be for: “use in civil nuclear, defence and battery applications” See RNS dated 22 Oct 2025 - Collaboration with @hazergroupltd and Mitsui for refinement and offtake potential. proactiveinvestors.co.uk/companies/news…

@TVR5AVCT Any chance the TVR5 group can encourage the quick release of the science day video!

#AVCT has traded ~24m shares over the last 5 sessions. Today’s conversion represents ~c.6.5% of a 5-day volume. Before Richard Hughes joined AVCT’s board this single exercise could equate to 100% of 3 days’ volume. The CLN is now an irrelevance: <5% of m.cap in unsecured debt.

@tom_the_bomb__ According to AI there are 20 million cases per annum, though some such as prostrate cancer do not have high unmet need, Breast cancer does and belongs to that group of cancers.

Independent peer reviewed (University of Copenhagen) review published last week confirming FAP is expressed across ~90% of epithelial cancers at 10-100x normal tissue levels. sciencedirect.com/science/articl… FAP as a target independently validated. #AVCT

@tozzer121 My brother was in the police force when Starmer was DPP. Starmer wouldn't bring cases to court unless he was 99% certain of getting a result. It was thought by the officers that he wanted to big up his success rate, show how smart he was. We seem to be learning he aint so smart.

This whole circus just gets more unbelievable by the day how can we get ourselves into such a mess !

@Decscfc1990 Not sure that it is negative. MM's buying up the sell? Or longer term buyers getting in on any weakness. Think this will finally stay above the 80p mark, even though Monday will probably see it back below 78p ish, but short-term I would think. Will add around 73-75p.

#AVCT whilst it’s nice to see the SP on the rise. Someone’s dumping a hell of a lot of what I assume are those placing shares. Nice to see positive momentum though let’s hope it lasts

@tom_the_bomb__ Has the video of science day arrived yet?

A great thread. A working 6103 doesn’t just validate #AVCT’s 2nd asset. It opens up a long term $XXXB multi-asset opportunity for the owner of the #technology. “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.” #Oncology #Biotech #Stock

@Blueberrymgmnt As CC might say a 2 log error more likely.

Bagging the wrong tech can be costly. Lots of data helps to mitigate these mistakes. Easy to get excited about £350m MCap, but it really is just a rounding error to Pharma. Clovis sold its FAP tech to Novartis for £300m in a distressed bankruptcy deal. Zoom out 🔍 #AVCT

@MylesMcNulty Thanks Miles as always. My maths makes Avacta's MC 0.1 % of the 300 billion solid tumour market (predicted 2030 and growing!) with technology which is surely significantly more precise and cytotoxic. Feeling much more relaxed about having taken a corner position in this one.

On the train back to the West Country after the Avacta Science Day and a glorious number of pints. Absolutely mind blowing what #AVCT $AVCT has already achieved. It has built a delivery platform for all anti-cancer warheads that could make the antibody-drug conjugate class, essentially obsolete, in a few short years - for pretty much 85-90% of all cancer cases worldwide. The UK investment community appears to be maxed out in buying the stock. In reality, we need US and other international punters to set eyes on the stock for the first time and realise what an absolute diamond the pre|CISION platform is. In the bull-case (which appears eminently achievable after today), that platform becomes the omnipresent delivery platform for all small molecule and biologics drugs treating solid tumours. That’s almost 90% of the global oncology market. In 5 years, that’ll be >$500bn pa. Wake up, ex-UK punters!

@Towlie1981 @Cumulus51896691 Kicking stuff into long grass!! Three generations of drug?World first dual warhead peptide, ability to drip feed exetecan in over 5 days, less than two years from concept to clinical trials? FDA interactions so positive - feels they're helping? TAM into millions of patients?

@Cumulus51896691 She said it a few months back. Means nothing other than 'at some point we'll do well'. Which I fully believe, but if they've proved anything over the last few years it's that they're happy to play the long game, kicking everything into the long grass trying to force a deal/bid.

"Our next chapter loading now" Make of that what you will .... #avct

@111BEN_111 The addition of NSCLC and HR-BC cancers turns 1m possible patients annually into around 4 million. Does anyone think that £345 m really represents Avacta's current value, IP etc. This is very you squeaky bum time for BP. Imagine you miss this as a CEO of Merk, Novartis etc!!

#AVCT Big plans for AVA6103. Potentially 7 expansion cohorts. Some new indications added (see recent interview) I wonder what changed between February and April Expansion cohorts are planned in additional FAP+ cancers including hormone-receptor positive breast cancer (HR-BC), non-small cell lung cancer (NSCLC) and colorectal cancer (CRC)”

@Livinginthesurf Absolutely. Very obvious, but so often overlooked. Even by me who has been invested with then for over 5 years!!

#AVCT The amount of times I see people saying that it’s a poor comparison to other deals due to it being phase3. AVACTA is using already proven known drugs!!! So if it delivers without toxicity it’s already done 👍 Just tick box. So the value here is far higher far earlier.

@JStonker Interrogating Chatgpt, it would appear that Small Lung Cancer, with the highest Fap and most unmet need (20 years of little change in therapy) could equate to 3 billion annual sales with just 20% market penetration. Even with 10% penetration and very low fees it equates to 600m.

AVA6103 FIH covered in WuXi Apptec's weekly news round up today m.163.com/dy/article/KPO… #AVCT

@AndrewDigby3 Evening Capt, chill, we'll get there when we get there!! And not too long to wait now. It will probably take 3-6 months for true scientific, comprehensive data to be compiled. I'll just keep adding at these prices. There should be some fuel to the SP from AV6000 before then.

We should be fucking flying after the little tweet from CC, as RAH has said 100 hours + and no reports of adverse reactions!! Nasdaq we’d be marching towards $10, AIM 65p FFS #AVCT

@Livinginthesurf I am reminded of the Woody Allen movie with the song "It's later than you think." Getting the cash in before the next batch of data is MUCH better than later. DYOR, but if you haven't looked at the company, well, it's later than you think before the re-rate! SP holding nicely.

AACR coming up 17th April They got this done to clear it before news then. TNBC data will already be showing very clearly on progress. #AVCT

@JStonker Interrogated AI quite specifically, owned Avacta since 2018, on the chances of success for AV6103. It gave a very encouraging range of 16-27%. Not sure that is currently reflected in the share price with 300 billion dollars of annual solid tumour spend predicted for 2030!!

More #AVCT publicity - "Tackling undruggable targets - Innovation approaches and success stories" ukbiotechday.org/agenda.html linkedin.com/posts/ukbiotec… #AVCT

@TVR5AVCT Growth outlook The overall oncology drug market is forecast to reach ~$400–440 billion by the late 2020s, implying that solid-tumour drugs alone could exceed $300 billion annually. Appetite for precision should me gargantuan.

pre|CISION’s utility is so wide as to be unquantifiable. It is why the shape of #AVCT’s first deal is so important. Licensing pre|CISION to someone else’s warhead was once appealing. AVA6207 renders such a route far less desirable. Pivotal, strategic, steps have been trodden.

@Towlie1981 @StatmanDave I think that is harsh, the wet surface, seemed to make both sides less effective with their passing.

@StatmanDave I thought he was poor today. Gave the ball away a lot.

Kobbie Mainoo’s game by numbers vs. Everton: 96% pass accuracy 74 total touches 9 defensive contributions 4 passes into the final third 3 ball recoveries Still yet to start a PL loss this season. 💯

@AM231982 According to AI demoplastic tumours are a type of cancers with high unmet need in which the protective stroma, precision 's ally in cleaving their prodrugs, is a major obstacle of resistance. Pancreatic cancer is one of these demoplastic cancers with 500,000 new cases per year!

A few days ago I described the Avacta share price as though it is an option price. I re-iterate that right now. 'Everyone has a plan until they get hit' - Mike Tyson. This morning at 7am Daiichi have just been hit. Make no mistake this is a big blow. Avacta have only just compared their Pre|CISION offering of AVA6103 to Enhertu an ADC on an RNS and confirmed 3 key PK advantages..........BOOM!! Read the RNS here polaris.brighterir.com/public/avacta/… 1/3