Joe Hond

[Joe Hond @HondJoe]

@boy_cellar Simple language: it works.

Easy for the average Joe.

Not easy for the pond scum.

#avct

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

@BenGrahamStocks @MarulaPlc @avacta @OraclePowerPlc @vast_resources #AVCT for me, Ben. They’ve cracked a half century problem that big pharma has spent trillions trying to do, in a TAM worth approx $200B.

I’d recommend reading up on them if you haven’t yet.

[Myles McNulty @MylesMcNulty]

Licensing deal lands soon for #AVCT, in my view. Personally I think it'll be for #AVA6000. Big cash injection and platform validation. Transforms the investment proposition instantaneously.

Could catch many by surprise - especially those who choose to sell out on any spike on data day.

[Joe Hond @HondJoe]

“Term sheets ready to conclude a licence deal as we start to see that P1 data”

They’ve started to see that P1 data. Now Alastair has a bidding war between suitors for the #AVCT AVA3996 licence.

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

This one drug, AVA6000, could be a $5B drug.

#AVCT

3/4

[Joe Hond @HondJoe]

@MylesMcNulty @RAH00084 ‘Delivering’

By that you mean, ‘delivered’?

#avct

[Joe Hond @HondJoe]

@asininitybeyond @AndrewDigby3 @RAH00084 That buyer has multiple personalities #avct

[Joe Hond @HondJoe]

Imagine attacking a company that has cracked cancer.

Then attacking nurses who are just doing their jobs.

#AVCT

[Joe Hond @HondJoe]

@here_there @MylesMcNulty And trust you?

Looks like someone’s been swimming naked, neither here nor there.

[Joe Hond @HondJoe]

@boy_cellar Simple language: it works.

Easy for the average Joe.

Not easy for the pond scum.

#avct

[Myles McNulty @MylesMcNulty]

Something for @avacta #AVCT shareholders to consider, with regards to immediate-term valuation rerating prospects ⬇️

A glimpse at how relatively early stage, precision oncology companies are valued across the pond:

Nuvalent $NUVL
(https://t.co/hbzcQA4FO5)

- Kinase inhibitors
- Stage: Phase 1
- Mkt cap: $2.37bn
- #AVCT equivalent SP: 662p

......

Revolution Medicines $RVMD
(https://t.co/lCeeCiluYK)

- RAS inhibitors
- Stage: Phase 1/2
- Mkt cap: $3.26bn
- #AVCT equivalent SP: 910p

......

@avacta is literally creating a new sub-class in targeted oncology. There are several outfits using FAP as a drug target to bind to; but there are none in the clinic that are using FAP as a cleaving mechanism.

Think of AVCT's pre CISION technology as a delivery platform targeting the tumor micro-environment. It can be applied to a huge range of small molecules and biologics to reduce undesired side effects whilst boosting efficacy.

This huge range of modified drugs can then be used to target an equally huge range of cancer types. Why? The platform targets 'FAP-heavy' solid tumors. Solid tumors account for c.90% of cancer cases (the other 10% being blood cancers). And FAP is upregulated (i.e. found in abnormally large quantities in) in the large majority of solid tumors.

In the AVCT CEO's words: the opportunities for pre CISION are boundless.

......

Evidently, very few retail (and probably institutional) players from overseas, are even aware of AVCT. When the narrative on the resounding success (N.B. my assumption!) of the #AVA6000 P1a trial commences in the coming weeks, I believe this changes rapidly.

I am 100% convinced that AVCT's mkt cap will overtake the likes of NUVL's and RVMD's in the not-too-distant future.

Bear in mind that the average equivalent share price for AVCT, when compared against the current mkt caps of those two peers, is circa 786p. That's a 700% increase from AVCT's current SP of 98p - JUST to be trading in-line with these targeted oncology peers on NASDAQ.

Needless to say, this should hardly be taken as detailed relative valuation analysis and there are countless other matters to consider when conduction such analysis.

Nevertheless, the absurd valuation discrepancy should be blindingly obvious.

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

The transaction teams at Novartis, Pfizer, Roche, Merck must be rolling around laughing at UK AIM investors.

185p to 98p since #AVCT told us that 6 of 6 biopsies had significant amounts of Dox in the tumour with dramatically lower side effects.

Disruptive tech at its finest.

[Joe Hond @HondJoe]

@MylesMcNulty I can see that even the pond scum are now long #AVCT.

Their paymaster believes that this is going higher.

[Joe Hond @HondJoe]

I see more pond scum out today.

Bishop/Egbert/NDN has yet again, made another account.

It should stick to delivering pizza.

#AVCT

[Joe Hond @HondJoe]

@tom_the_bomb__ Always the same before any big move.

Even Bishop/Egbert is out trolling again.

Hopefully it uses the right account to reply to itself this time.

#AVCT

[Joe Hond @HondJoe]

@MylesMcNulty @avacta On average.

That’s very generous and overly conservative wording.

We know it works. And very well.

#AVCT

[Joe Hond @HondJoe]

@tom_the_bomb__ But we know it works.

So what will the CEO will do next?

#AVCT

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

To drive specialist investor interest, you don’t license out your lead clinical asset.

#AVCT

2/2

[Joe Hond @HondJoe]

"If you can take away those side effects, then it’s quite reasonable to assume that you’re looking at a 2, 3, 4, 5 billion dollar market for #AVCT’s AVA6000"

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

This one drug, AVA6000, could be a $5B drug.

#AVCT

3/4

[Joe Hond @HondJoe]

@MylesMcNulty @RAH00084 I see the trolls are out.

Always expected before any big rise.

500p is a sensible target.

#AVCT

[Joe Hond @HondJoe]

@VisionaryProp The pond scum should give up, before it replies to the wrong account.

#AVCT

[Joe Hond @HondJoe]

I can see a lot of pond scum that want a lower entry.

It’s a low market cap, for a cancer treatment, that works.

See you at 200p.

#AVCT