nick kaulbach

@sandyradders @SeanDentBsc Still definitely my number one pick as the ideal and most likely company to acquire Avacta. #avct

#AVCT Novartis’s CEO at JPM made it clear they have cash to deploy for the right deal and that oncology is an area they are looking to strengthen - “that’s going to be an active focus for us from a BD and M&A standpoint.” They also have a deep understanding of FAP biology through their radioligand programme.

#AVCT Nice article here outlining Novartis sales woes (Q1 confirmed, Q2 decline projected) due to generics/patent losses finance.yahoo.com/sectors/health…

@royaldaring Could be new IP, Gen 4?

I was actually wondering earlier... What on earth would be the sense of an #avct science day? They have several vids on all the tech already. Simply rehashing that would be wasting everybody's time. The only way for a science day to make sense, is to be bring new info... New info... that likely requires an RNS...

@Anthony__VR @Ducatistealth @SeanDentBsc A number of UK AIM-listed biotech companies over the last decade attracted meaningful institutional ownership, particularly when they had late-stage assets, partnered programs, or credible M&A optionality. Unlike Nasdaq where II’s invest earlier.

@Ducatistealth @SeanDentBsc @nickkaulbach This pov is what keeps me up at night, because what are we missing? I refuse to believe that BP or II's are simply missing this opportunity. What blind spots do we have (e.g. competition, alternatives, applicability, ...)

Get the IP locked down Get as much data as possible Continue to promote at major conferences Business as usual Prometheus playbook #AVCT

@SeanDentBsc Excellent point. Only thing missing is the cash position of Avacta, Prometheus had circa $700m cash, enough to go through phase 3 and potentially to market. All the high $ TO’s had over 12 months cash in bank, most over 18 months. When #avct address this the SP & T/O will follow

This excerpt, from the Prometheus biotech podcast, is hitting harder now given the multiple times #AVCT have directly and recently compared their 2nd generation pre|CISION exatecan, AVA6103, to AS/DS's best-selling ADC, Enhertu. You just dont do that unless you're insanely confident in what you're seeing. Like Prometheus were with PRA023. Full podcast available in the replies to the above tweet for those that haven't watched it. Many, MANY synergies with Avacta and well worth a watch 👍 Eventually Prometheus were bought for around £10Bn by Merck and they didnt have a fraction of the potential Avacta have.

@GorrellProf They aren’t just presenting concepts, Avacta are proving it’s possible, and demonstrating how it can be achieved. Their Pre|CISION platform will be one of the most valuable tools in the fight against cancer for decades to come. #AVCT

We all want safer and more effective tumour treatments. This interview presents thoughtful expert clear views on how chemistry and immunology can harmonize for efficacy . youtube.com/watch?v=00Uvub…

@KarluskaP Wtaf. This guy is a Moron with the mentality of an entitled toddler not getting the sweeties he wants at the supermarket. #oompahloompah

Dammmmmmmmmmmn

@PaulDenbigh @SeanDentBsc Slaps head and says “doh”.

@nickkaulbach @SeanDentBsc XDC-no? “X” referring to a more generic platform and “PDC” being a subset. (I think!)

Despite #AVCT valuation barely flinching (in the scheme of things), it's been a quite exceptional year or so we've witnessed 1. GSA closed their short 2. Diagnostics sold transitioning Avacta to a pure Tx company 3. Linker & capping groups developed, extending company IP to 2045+ 4. 6103 transformed from idea to clinical trial at breakneck speed 5. Lifetime cumulative maximum limit removed by FDA 6. Pivot to SGC focus with exceptional clinical data already in-hand 7. Rebranding of company and pivot to PDC terminology 8. Board strengthened with additon of RH & DB 9. As per 8, CLN solution found no longer suffering with quarterly collapse of SP 10. Entered into strategic collaboration with Tempus AI 11. Implementation of BOIN trial design for 6103 as opposed to standard 3+3 which really slowed down AVA6K trial Really exciting period for investors now and couldn't be more confident in Christina and the team. It seems, from the lack of news on 6103 and subsequent share price action, that we are a true platform company in every sense of the word. 😁 #letsdothis 👊

@MylesMcNulty @RAH00084 Cheers miles. We are definitely in a ‘no news is excellent news’ period for this trial. Can you expand on the placees shenanigans you refer to?

@RAH00084 1) No nasty update on 6103 trial, early doors. Excellent. 2) Placing settlement now out of the way. No more F-ing about by certain placees. 3) New tax year today. Clear to see that entire ISA allowances are already being chucked at the stock this AM. #AVCT back on the ascent.

#AVCT No news at this stage is very good news. A full week into dosing.

Love this.

@PabloMotoa @george__mack @ChrisWillx Hmmm looks like she got £25m in the divorce settlement. Not exactly the struggling musician worried about his mortgage.

Please stop what you're doing and listen to this. @george__mack just told one of the best stories I’ve heard all year on @ChrisWillx's latest episode

@ColeFusionHQ We had a mate called Dave Kerr, so we called him Juan.

British nicknames are an unregulated industry. a 5'6 tradesman called Anthony is professionally known as Shetland Tony. a man who lost an eye is called Keth. a quiet man wore a yellow jumper once and became Mumblebee. what's the best nickname you've ever heard

@RightPulseNewss e

Elon Musk has been nominated for a Nobel Peace Prize for protecting Free Speech. Simple poll. Please be honest! As of today, how much do you still trust this man? A. 100 % B. 75% C. 50% D. 25% E. 0% MAKE THIS GO VIRAL ON 𝕏. LET’S GO 👏

@jodoA4067 @MylesMcNulty @RAH00084 @VisionaryProp Great movie. With some strong parallels. Avacta holders are like the guys who shorted the mortgage bonds and we are just waiting for the wider market to catch up with the obvious and make us rich.#avct

@MylesMcNulty @RAH00084 @VisionaryProp

What I think many overlook is the strength of relationships built over the last 5+ years at #AVCT. When 90% of your shares are retail owned it's especially important. Retail understand the company deeply and many have built a strong, unshakeable resolve. We will get paid.

@KMrk464656 @massivefanNWO @AM231982 That statement was almost a year ago… before 6103 fapExd, tuned kinetics, IND, new IP and an imminent clinical trial… so I agree that right now the perceived value is far greater, we just need good data to come thick and fast. #AVCT

@nickkaulbach @massivefanNWO @AM231982 I'd like to think a offer such as that would be rejected out of hand by the board and would never be put to shareholders. Avacta is worth muliples of that figure imo.

#AVCT going for Gold. You might have though the recent comment by CC of 'hundreds of thousands' of patients for 6103 was shocking and unfounded but any basic maths based on the AVA6000 treatment price of $175,000 gets you to some very big numbers (see link below). Well check these TAMs out for PreCISION.

@SeanDentBsc @JakeLoughlin3 @kerry_carew @avacta Doesn’t hurt that they’re sat on a cash mountain right now either….

@SeanDentBsc @JakeLoughlin3 @kerry_carew @avacta My money is on Novartis. Partly because they haven’t joined the ADC gold rush & disrupting the oncology market by deploying a superior PDC platform would justify that decision. But also because there’s lots of connections between #avct & #NVT

@Lettus_Maglio @grok what is this?

Los personas que tuvieron la mala suerte de encontrarse con accidente del camión de Gasco volcado en Renca, no tuvieron ninguna oportunidad de salvarse, no tenían por donde arrancar en cosa de segundos. Que horror mas grande, que tragedia.

@RAH00084 @PJ_Crabb I was thinking exactly this, there’s a world of difference in the value of a drug that has breakthrough designation and one without, the CoS is higher and time to commercialisation much quicker. So if they decide to deal on 6k chances are they’ll wait to try to BTD first. #avct

#AVCT’s AVA6000 obviously meets the criteria, by the FDA’s own admission (via the recent removal of the limit). Therefore, if it is not being sought there will be VERY good strategic rationale as to why. Can’t help but think a partner would like confirmation of an expedited route for any asset they are seeking to partner. As ever, trust the process. She might just know what she is doing…

#AVCT fda.gov/patients/fast-… “For purposes of Breakthrough Therapy designation… … a clinically significant endpoint can also refer to findings that suggest an effect on IMM or serious symptoms, including… 👇