Dave

Michigan open for recruitment #avct

I think this is quite probable in some form...... in no particular order.... 1. Naming convention of Mou6 recently dropped..suggests someone else is taking that over. 2. They had planned to drill MOU6 from the same MOU3 well pad but that has now changed to a different location perhaps more optimal factoring geology, physical space for development away from housing, nodal considerations for pipeline (if big BCF) etc 3. Multiple appraisal/ dev wells required to satisfy and stabilise flow for GSA agreements 4. EC Application being mentioned recently and you only do that if you know you can exploit the assets! 5. 10 Year tax holiday commences on EC granting therefore you want to maximise that from the get go. 6. Even if MOU3 has not cleaned up entirely you could have all the necessary kit to re-enter/ work over at the same time you drill MOU6 (a few hundred meters away) therefore activities could be performed at the same time and location cost effectively. 7. Testing on both wells would further confirm connectivity and resource in prep for another ITR...numbers go up! 8. Something clearly happened that was positive in August- Sept last year, firstly for a divestment process to be initiated and an agent to be hired! 'Pressure build up in the well is being monitored' suggesting a a degree of pressure forming at the wellhead at that time. Farm out chat was put on the back burner as a result also. 9. We have not formally been told the outcome of the pressure testing since or seen the revised ITR covering MOU3 = commercially sensitive but 100% part of deal discussions. I could continue but won't for now..

@RAH00084 Asking grok to explain your post on what a deal size of ava6207 could look like:

Once AVA6103 is validated. The value of AVA6207 (and all other Gen3 tech) is exponentially more valuable. The board knows this. They also know retention of all assets “for now” is also overwhelmingly in #AVCT shareholders’ best interests.

@MylesMcNulty @Towlie1981 @Blueberrymgmnt If they added a 5th indication, given the history, the market just see more cash burn. Need a DE to move the needle unless 6000 BTD / FT Ultimately if it works as designed then it makes no difference if we are 80p or 200p now, the end game sum is the same given the BP competition

Incorrect. There are other ways that #AVCT could imply to the market that 6103 is working as intended in clinic, before releasing any data, or announcing any PRs and CRs. For example, were they to add a fifth indication to the Phase 1a in the next 4-8 weeks, we can be damned sure it’s working. Dose escalation is another obvious positive signal to look out for.

All eyes on the performance of #AVCT over next 4 weeks. AACR, ASCO titles, and the inevitable signal that AVA6103 is working as designed. The belief that we wait until Q4 for confirmation AVA6103 is working is way off. We’ll know within weeks. Delivery now backend loaded.

@neutronicLSE And feels a partnership is very much in play for ava6000. Management sat on a wealth of data already, let it mature, get BTD to increase the value and partner it off? Do that in Q3 before 6103 readout, or do BP take the whole pie? 🎣 #avct

We can’t say much but… investors just need to hold on a little bit longer. 😉😉😉 Deal window is approaching. #AVCT

@Vicktor1111 Qualifying investors is important there, its not going to us mere retail, so less chance of this being flipped. Would assume Zeus know exactly where this money is going and RNS by the morning? We needed funding sorted anyway, we can move on now and await 6103 data #avct

#avct what does an accelerated stock build mean ? Have the investors already been identified?

@wilko_helmut We often forget that they are repeating the process for hundreds of molecules. They should know exactly how the MOA works, it's just how it translates in human. If they do indeed prove the MOA works as it's designed, it's a plug and play platform. Game over as CC put it.

@wilko_helmut Exactly. The question is not whether exatecan is potent, it is. The question is whether pre|CISION can keep systemic free exatecan low while maintaining high tumour exposure. AVA6000 gives confidence in the platform, but AVA6103 still has to prove the therapeutic window in humans

NEXT Oncology Dallas is a specialist Phase I site, not a general oncology unit. That means dedicated early-phase investigators, trial infrastructure built around dose escalation, and access to Texas Oncology’s 400+ referring oncologists through the US Oncology network #AVCT

The setup is strong: AVA6000 helps de-risk the platform, Tempus sharpens where AVA6103 should work best, and NEXT Dallas gives #AVCT a specialist Phase I site to execute properly. For a long-term investor, that is exactly how you want a second platform asset entering clinic

Avacta used Tempus data to identify tumor types with strong co-expression of FAP and SLFN11. FAP being the activation of the pre|CISION mechanism. SLFN11 matters because it is linked to sensitivity to Topo I inhibition, which is directly relevant for AVA6103’s exatecan payload.

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.

@AM231982 They’ve just walked onto Daiichi’s home court and challenged the league’s MVP. More importantly if Daiichi don’t deal, then another BP certainly will. Tick tock. #avct

Dashboards will be flashing red in the Daiichi HQ in Japan today. Just imagine their management team reading the Avacta news! What are their options? 1. They can't copy Pre|CISION as Avacta own the IP but they MIGHT be able to agree a license, JV, partnership deal for something.... 2. Takeover Avacta. Surely they get out-gunned by the larger BP and they know it. Well done the Avacta science team, the gift that keeps on giving. The ultimate beneficiaries are patients. 3/3

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

Avacta has today published new data which demonstrates the more favorable delivery and advantages of the proprietary pre|CISION platform, compared to a marketed antibody drug conjugate (ADC). avacta.com/avactas-precis… #AVCT

My expectations on transformative news flow for Avacta #AVCT Any of these events could land any day really. This list is not exhaustive or necessarily in order. 1. AVA6000 FDA grant Breakthrough Therapy Designation - ANY DAY 2. AVA6103 - First Patient in - ANY DAY 3. AVA6103 - Trial Site information - ANY DAY 4. AVA6103 - Global oncology specialists named who are supporting the AVA6103 trial - ANY DAY 5. Long awaiting 3rd party validation of Pre|CISION from Pharma - SO OVERDUE this is the most likely to occur ANY DAY 6. Funding secured (Most likely via deals, but you can make donations! ) - ANY DAY 7. Global Analyst Attention - Dependent on 3rd Party validation - ANY DAY 8. AVA6000 SGC Readout - Next month or two. (However crucially point 1 likely ANY DAY) 9. AVA6000 TNBC Readout - Next Couple of Months 10. ESMO/ AACR/ TD Cowen conference - First one 12 days time! 11. Signing a Tier 1 M&A Advisor - ANY DAY 12. AVA6103 - Readout later this year. An Event that could actually move Christmas and Birthdays in the calendar.

It almost defies logic that today you can essentially buy Avacta which owns AVA6103 that goes into humans in mere days for an option price. #AVCT - Warhead 300X more potent than AVA6000 Dox. - 100:1 Tumour to plasma ratio in mice (expected to improve X times in humans) - 19/21 complete responses in excellent preclinical - Therapeutic index improvement 75X - Exatecan half life 70+ hours (22 needed for DNA damage) industry limited to circa 9 historically. - The industry has not been able to harness naked Exatecan tried and failed multiple P2 & P3 due to toxicity. - AVA6103 requires FAP to cleave which is present in 90% of solid tumours - TAM across 3 of the 4 (cervical Tempus number not provided) indications is circa 1.5m patients PER YEAR that is multi hundreds of billions PER YEAR revenue opportunity. - Easy and cheap to manufacture vs ADCs - Pancreatic, Gastic, Small cell lung cancer and Cervical cancer initial scope (more behind this) 1/2

investormeetcompany.com/updates/avacta… #AVCT