Nick

@BobDibble8 @JakeLoughlin3 @Mike182035 I reckon, if any scans show CR, #avct will be telling the market ASAP. I'm pretty sure that I recall the company made an ad hoc announcement of PR with 6k.

@nick164935 @JakeLoughlin3 @Mike182035 I’m confident the 6103 data will be excellent but we won’t know until H2, likely Q4 and then only initial data. Not sure CR data will be available in isolation. Whether that triggers a TO remains to be seen. Bidding war may require more.

#AVCT 1/n "Threaten we are going to list in the US by all means" Good negotiators don't threaten what they're not prepared to do - imo 1 of 3 things will happen in 2026: - partner/jv on our terms - Nasdaq funding - pharma go to T/O Imo neither CC or pharma want T/O Tick tock

@BobDibble8 @JakeLoughlin3 @Mike182035 The bids could come a lot sooner if #avct announce complete responses from 6103. DE could get to a therapeutic dose that elicits CR much quicker than generally thought, partly due to employing BOIN. In preclinical, 6103-treated PXD mice resulted in 8 CRs and many other PRs.

@JakeLoughlin3 @Mike182035 With his purchase in the last raise RH confirmed he knew how good pre/CISION was. He knows it’s commercial value. The 6103 initial data is the TO starting gun. Q4/26 or Q1/27 likely action imo.

@TheHost_ That's a tautological compound. Another example is naan bread

@Anthony__VR @RAH00084 @MylesMcNulty You know the start dose and therapeutic dose?

@RAH00084 @MylesMcNulty Yes, agree, efficacy excl. toxicity. First dose would be well below therapeutic levels though, hence I'm saying we would need to wait longer. Monday's read is a tell, but the dose needs to increase to be valuable

Exactly @MylesMcNulty. It’s working. #AVCT

@avacta Best wishes to the brave patients about to take this important step. They deserve the treatment to work as fully as hoped, with side-effects reduced as expected #avct

Avacta today announces the opening of the Phase 1 trial of FAP-Exd (AVA6103), the Company’s second clinical program and the first sustained-release pre|CISION® peptide drug conjugate. avacta.com/avacta-announc… #AVCT

@JamesLucasIT O Euchari in Leta Via youtu.be/ctx5fo-8DTI?si…

What's the most profoundly beautiful piece of music you have ever listened to?

@MarkDavies67 That's a nice story and a great memory to keep. 👍

…a few minutes later with the trophy. “Want to hold it?” he says to my son: you bet he did. So did I!! Brilliant club. Great story.

We went to Bodø on holiday a few years ago. No game on but I took my son to the ground. Went to the club shop and got chatting to the lovely people there. They’d just won the Norwegian league. “Want to see the trophy?”, they said. Of course! Chap nipped out back and came back…

@royaldaring @AM231982 Sooner the dose be low and safe than have a catastrophic event. The speed of increased dosing should be quicker than 6k (using 3+3), due to #avct using BOIN for the 6103 trial.

@AM231982 Let's hope it does not start ridiculously low.

A polite reminder........ The next step for AVA6103 aka 'The Beast' is dosing in humans due imminently. This is only possible due to the culmination of huge amounts of very complex work by very clever people. The preclinical data is exceptional. #AVCT 19 out of 21 mice survived treatment even at doses of 40-50mg/kg!!! Study the poster hard and you will be rewarded whilst we wait. This is Avacta's first Gen2 asset which has capabilities well beyond AVA6000's initial design. avacta.com/wp-content/upl… 1/2

@jsimmons_27 @VOXmarkets @ProspexEnergy Thanks, James. Then the company should regularly report the value of funds held in Viura. It's relevant and material information.

@nick164935 @VOXmarkets @ProspexEnergy Selva & El Romeral production revenue paid directly to #PXEN Viura is held in the Heyco venture as per agreement with the permitted new wells to drill

Prospex Energy restarts production at El Romeral gas-to-power plant in Spain @ProspexEnergy #PXEN #Gas voxmarkets.com/articles/prosp…

@jsimmons_27 @VOXmarkets @ProspexEnergy Do the Selva revenues get passed to #pxen or stay within the Prospex / PO Valley partnership for future use? I believe the latter is the case scenario for Viura; is it?

@VOXmarkets @ProspexEnergy #PXEN All 3 assets in production Mcap £12m vs production revenue & Gas reserves / prospective resources is massively undervalued New CEO bringing clarity meeting prospective new partners & updating on broader strategy Remember he has 3.5% share options dependant on selling it

@MITDP276671 That being said, I'm highly optimistic 6103 will work as intended. If it does, then, it almost goes without saying all shareholders should benefit significantly.

@MITDP276671 Yes. Have said this myself. Would have liked a deal on 6k, hopefully to raise the sp and let s/holders take some money off the table before taking all the risk of 6103.

@ScottLilley19 @DannyT177686 @ElkHunter78 You do understand that every placing at lowly sp is a partial sale of the whole company at a "crappy price"?

@DannyT177686 @ElkHunter78 Not really!! 🤔 Shit or bust suggests the science is still a coin flip, it isn’t. The platform is already proven in humans. Worst case is more time, more data, maybe another raise to avoid signing a crap deal.#AVCT

Quite a few people have a foot in both of these camps #MKA #AVCT Interesting is the wrong word, but it has been an interesting few months. Both with some false starts. Forever the optimist, but I do believe both are closing in on crazy inflection points Friday Positivity 🍻

@grok @BeloshCC @AzimuthRsrch @TheLongInvest #avct

Avacta Therapeutics (AIM: AVCT) is a UK biotech firm specializing in peptide-drug conjugates for targeted cancer treatments via their pre|CISION platform. Key assets include AVA6000 (in Phase 1b, showing tumor shrinkage in trials) and AVA6103 (recent pharmacology data). Stock traded around 56 GBX as of Jan 16, 2026, with recent volatility. Not investment advice—do your own due diligence.

Spend one weekend in New York and you’ll know what the next big sector is and it’s not even close Peptides

@BeloshCC @AzimuthRsrch @TheLongInvest @grok @grok what about Avacta Therapeutics?

@AzimuthRsrch @TheLongInvest @grok Tell me

@BenSasse Very sorry to hear this, Ben. No idea why your Tweet appeared on my timeline, but it might be worth you look into a potential upcoming new trial by a co called Avacta, who hope for trial start approval in early 2026 and the trial to begin in the first qtr of 26. All the very best

Friends- This is a tough note to write, but since a bunch of you have started to suspect something, I’ll cut to the chase: Last week I was diagnosed with metastasized, stage-four pancreatic cancer, and am gonna die. Advanced pancreatic is nasty stuff; it’s a death sentence. But I already had a death sentence before last week too — we all do. I’m blessed with amazing siblings and half-a-dozen buddies that are genuinely brothers. As one of them put it, “Sure, you’re on the clock, but we’re all on the clock.” Death is a wicked thief, and the bastard pursues us all. Still, I’ve got less time than I’d prefer. This is hard for someone wired to work and build, but harder still as a husband and a dad. I can’t begin to describe how great my people are. During the past year, as we’d temporarily stepped back from public life and built new family rhythms, Melissa and I have grown even closer — and that on top of three decades of the best friend a man could ever have. Seven months ago, Corrie was commissioned into the Air Force and she’s off at instrument and multi-engine rounds of flight school. Last week, Alex kicked butt graduating from college a semester early even while teaching gen chem, organic, and physics (she’s a freak). This summer, 14-year-old Breck started learning to drive. (Okay, we’ve been driving off-book for six years — but now we’ve got paper to make it street-legal.) I couldn’t be more grateful to constantly get to bear-hug this motley crew of sinners and saints. There’s not a good time to tell your peeps you’re now marching to the beat of a faster drummer — but the season of advent isn’t the worst. As a Christian, the weeks running up to Christmas are a time to orient our hearts toward the hope of what’s to come. Not an abstract hope in fanciful human goodness; not hope in vague hallmark-sappy spirituality; not a bootstrapped hope in our own strength (what foolishness is the evaporating-muscle I once prided myself in). Nope — often we lazily say “hope” when what we mean is “optimism.” To be clear, optimism is great, and it’s absolutely necessary, but it’s insufficient. It’s not the kinda thing that holds up when you tell your daughters you’re not going to walk them down the aisle. Nor telling your mom and pops they’re gonna bury their son. A well-lived life demands more reality — stiffer stuff. That’s why, during advent, even while still walking in darkness, we shout our hope — often properly with a gravelly voice soldiering through tears. Such is the calling of the pilgrim. Those who know ourselves to need a Physician should dang well look forward to enduring beauty and eventual fulfillment. That is, we hope in a real Deliverer — a rescuing God, born at a real time, in a real place. But the eternal city — with foundations and without cancer — is not yet. Remembering Isaiah’s prophecies of what’s to come doesn’t dull the pain of current sufferings. But it does put it in eternity’s perspective: “When we've been there 10,000 years…We've no less days to sing God's praise.” I’ll have more to say. I’m not going down without a fight. One sub-part of God’s grace is found in the jawdropping advances science has made the past few years in immunotherapy and more. Death and dying aren’t the same — the process of dying is still something to be lived. We’re zealously embracing a lot of gallows humor in our house, and I’ve pledged to do my part to run through the irreverent tape. But for now, as our family faces the reality of treatments, but more importantly as we celebrate Christmas, we wish you peace: “The people walking in darkness have seen a great light; on those living in the land of deep darkness a light has dawned….For to us a son is given” (Isaiah 9). With great gratitude, and with gravelly-but-hopeful voices, Ben — and the Sasses

@caughtsneezing @TVR5AVCT One difference is that 6103 will be in clinic with patients presenting with tumours that are expected to be responsive to the drug. #avct did the opposite with 6k. Also, dose escalation should see less rounds &/or move more quickly through the levels, due to 6k learnings & Tempus

AVA6103 trial design. #AVCT

@Bendox291 @tom_the_bomb__ @SeanDentBsc Not having closed a deal doesn't mean there aren't many suitors. IBRX & #avct may have different strategies, different options & varied ideas on self-worth that third party thinking may be assessing. All could turn on a sixpence literally every day for each company. Exciting!

@tom_the_bomb__ @SeanDentBsc My only concern with all these farm in predictions / TO over talks is companies like IBRX who actually have a groundbreaking product cleared for production , selling well and still don’t have a deal. AVCT is still very early stage and many years behind

Why would any big pharma do a deal with #AVCT and give them the validation and funds needed to *potentially* start the path to independence? Especially with 6103 data so relatively close which unequivocally does cement this as a platform company. Im saying the following based on absolutely no experience 😅 but I think its more likely nothing happens commercially from our perspective, as talks will be evolving quicker than the platform i and multiple TO offers land, sparking a bidding war in 2026.

@DorkSirjur @the_prodigy Great footage. Thanks for sharing 👍 First saw The Prodigy at a Perception rave at Cripps Barn, nr. Cirencester on 30 August 1991. Blew my mind. I wonder if there's a video, or even cass. tape, out there somewhere. No doubt you'll find it at some stage, if indeed it exists. 😃

Next up some rare footage of one of this band's earliest PAs: This is @the_prodigy @ Energy, The Eclipse, Coventry 18.10.91 This is 34 year old footage so the audio is a bit meh, but this is The Prodigy way way before they became one of the most influential acts in the world. Includes some footage of the event before, and a couple interviews at the end. Snapshot of an era. Flyer in first comment. 👇🔥👇

@transplant30 @tom_the_bomb__ @avacta Exatecan; which is off-patent.

@tom_the_bomb__ @avacta Morning Tom, 6103 uses enhertu that is owned by AZN & DS, when Avacta start billing how much of that do you think will be handed to them?

Before AVA6103 and the 🌎 1st dual payload PDC AVA6207, many saw the $21B Immunomedics deal as the yardstick for #AVCT. With clinical data for 6103 coming up in 2026 & a highly competitive auction, I believe the upside via a T/O could be far greater if executed well by @avacta.