Rory Stuart

No financial advice - simply just musings & observations.

[Rory Stuart @RoryStuart15]

@RAH00084 Well I'm personally pretty confident that these #AVCT Phase 1 / 2 drugs are going to change the world of oncology completely, and make us all a damn sight richer. Paradigm shift inbound. Patience is all that's required.

[Rory Stuart @RoryStuart15]

@w82497 You've been flinging shite at #AVCT for 3 straight years now. I actually applaud the commitment. Just not sure what you'll do with your time following the eventual, inevitable TO. ATB!

[AM23 @AM231982]

Another outstanding performance from Chris on Thursday. #AVCT

When you know you know and she definitely KNOWS!

1. FDA approved the removal of the life time allowance on a 50yr old chemo drug Doxorubicin in a Phase 1A safety trial last year. AVA6000 was the first drug ever to have achieved this in P1A…..

2. You then harness Exatecan aka ‘The Beast’ the most potent drug in its class where pharma failed to tame its toxicity for years. AVA6103 is that Precision drug now in clinical trials.

3. You state you can put almost any warhead on precision the delivery mechanism and have hundreds of options in the locker.

4. You compare your safety profile to a $5bn per year blockbuster drug Enhertu only months into your AVA6103 trial and blitz it!

5. You don’t sign up a dozen premier US trial sites if AVA6103 wasn’t working!

Chris Coughlin @coughlin582 will be remembered as leading a small team of incredible talents who redefined what was possible and made it happen.

Imagine you get diagnosed with this awful disease but there are new treatment options where the historical fear of awful side effects is no longer a fear as the standard of care is a Precision drug, where you can safely have more doses or higher doses giving you the best chance of survival at the same time.

I believe the next few months will establish Avacta as the most disruptive company most have never heard of on the ADC/ oncology landscape.

Most forget P1A patients are typically end of life who are prepared to aid science by their selfless acts to ensure others have a tomorrow. What Heroes! Thank you.

[Rory Stuart @RoryStuart15]

@Decscfc1990 We do indeed, and as always, time will tell.

[Rory Stuart @RoryStuart15]

#AVCT a sensible take on LSE (for once!)

It does feel like something is going on in the background, and perhaps the stabilisation of share price via a temporary suspension will prove to be a shrewd gambit

Regardless; they've been placing brick after brick into the wall for time

[Rory Stuart @RoryStuart15]

@w82497 You got me there, champ.

[Rory Stuart @RoryStuart15]

@w82497 Right, I'll give you time.

Can you please reference the quote? What is it that you'd like to be answered? I have to assume you're too old to be making facetious commentary.

[Rory Stuart @RoryStuart15]

@w82497 Your post history is quite telling

[Rory Stuart @RoryStuart15]

@Littleboyblue75 Perhaps, or perhaps not. I'm not even sure we'll decisively find out in the end. It's plausible that they thought they'd have a deal of sorts locked in by now, and that's why June raise wasn't more.

The interesting aspect to this for me, was the 'voluntary' nature of the pause.

[Rory Stuart @RoryStuart15]

@TheLastofUsNews It's gonna be a Paco shit

[Rory Stuart @RoryStuart15]

@tom_the_bomb__ @TonyRob70579912 @avacta 😂😂 on the ball this morning, Tom

[Rory Stuart @RoryStuart15]

@PolitlcsUK Incentivising weakness & fragility in the youth? Absolutely appalling to be setting our next generation up to fail in the face of anything requiring resilience.

[Rory Stuart @RoryStuart15]

@PolitlcsUK Birkenhead? Stop it.

[Rory Stuart @RoryStuart15]

@RAH00084 To me, speaks to #AVCT dealing on their own terms, and not jumping at the first offer...

[Rory Stuart @RoryStuart15]

@Ian07594592 @TonyRob70579912 @SeanDentBsc Very true! I've only been feeding in fact, not supposition, and ask probing questions. Have been doing so for maybe 18 months now on a single thread. It remains very cautious (which is a good thing!), but the probabilities have shifted over time due to the empirical evidence ✅️

[Rory Stuart @RoryStuart15]

I've been going back and forth for a long time now with chatGPT over #AVCT. I like playing that game.

I pay £7 a month, and they sycophantically pretend I'm the smartest person in the room. It's a symbiotic relationship. Classic gold-digger behaviour; if you will...

ANYWAY...

[Rory Stuart @RoryStuart15]

@SeanDentBsc Slightly tempted @SeanDentBsc as I got a Model 3 last Saturday, and it's obv got Grok integrated as an agent.

I'm a creature of habit though 🫠

[Rory Stuart @RoryStuart15]

"If I had to summarise today in one sentence, it would be this:

Today didn't prove that Avacta will become a multi-billion-dollar platform company—but it did provide the strongest evidence yet that it has a realistic chance of becoming one."

I'll take that. Partner time?

#AVCT

[Rory Stuart @RoryStuart15]

Obviously I fed in the x2 RNS info, and as best of a dictated AI transcription I could muster at x2 speed playback 🙄 of Christina & Ruairidh's #AVCT presentation...

(What a mad spelling of my name by the way, but I like the fella, so we let it slide 💯)

chatGPTs response?