ruth

[ruth @Ruthyrururu]

@avacta Congratulations we have always believed in team Avacta. 👏🏻👏🏻👏🏻

[ruth @Ruthyrururu]

@Mike182035 Very interesting, thank you 🙏

[ruth @Ruthyrururu]

@emily1katie During science day CC said as long as there is FAP present it cleaves on every pass so they don’t worry about the concentration of FAP any longer. The FAP acts like a scissors every time precision molecule passes the molecule is cut open and the payload released.

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[ruth @Ruthyrururu]

@neil432111 💯

[ruth @Ruthyrururu]

@avacta Congratulations , massive achievement. Well done all.

[ruth @Ruthyrururu]

@JStonker This is key, being able to stay on treatment longer is the key to greater responses over time and deeper responses. BP know this.

[ruth @Ruthyrururu]

@royaldaring @coughlin582 While salivary gland cancer (SGC) proves the science works in an orphan indication, TNBC data completely changes the commercial scale and strategic value of the platform

[ruth @Ruthyrururu]

@Towlie1981 @SeanDentBsc Hence CC referred to data dropping as value inflection point.

[ruth @Ruthyrururu]

@Towlie1981 @SeanDentBsc The amended convertible bond terms explicitly state that the bondholder has the right to accelerate certain deferred repayments on the earlier of the TNBC Phase 1b data readout or June 30th.

[ruth @Ruthyrururu]

@Towlie1981 @SeanDentBsc The 21 TNBC patients are not being used to find new side effects. They are there to prove that the same elite cardiac safety profile holds true specifically within Triple-Negative Breast Cancer tissue

[ruth @Ruthyrururu]

@Towlie1981 @SeanDentBsc This hard financial deadline confirms that the company has structurally aligned its clinical tracking to deliver a pivotal, market-ready data update right on time for the June 22nd window.

[ruth @Ruthyrururu]

@tom_the_bomb__ Avacta - the perfect fit

[ruth @Ruthyrururu]

@asininitybeyond Absolutely 💯

[ruth @Ruthyrururu]

@SeanDentBsc Crucially, the lack of toxicity enables the efficacy. Because the drug does not harm the heart, they keep treating patients for longer. This means the 4 PR and 9 MR observed so far have the potential to improve even further as those 9 ongoing patients continue their treatment.

[ruth @Ruthyrururu]

@avacta Well done ran Avacta. By proving the absence of cardiotoxicity, Avacta has successfully passed the biggest hurdle facing doxorubicin delivery for the past 50 years.👏🏻👏🏻

[ruth @Ruthyrururu]

@Livinginthesurf I agree, TNBC released for BIO international primed for deals. Maybe a hint to it in the first RNS with the updated data from SGC.

[ruth @Ruthyrururu]

@RAH00084 A pharma partner does not have to gamble on whether the FDA will accept the trial design. The asset is entirely "turn-key" and ready for immediate deployment, which significantly raises the upfront licensing premium Avacta can demand.

[ruth @Ruthyrururu]

@Mike182035 @ParadigmCoachi1 @75p CC said two data dumps in June. ASCO being the first then BIO international where deals are usually cemented. So I expect an RNS perhaps Friday 29th May with updated data since the abstract data cut off in Feb. CC referred to as value inflection points.

[ruth @Ruthyrururu]

@massivefanNWO @RAH00084 @tom_the_bomb__ @MylesMcNulty @SeanDentBsc There will be RNS data on expanded cohorts. CC said BP signed NDAs and in data room waiting for the updates. ASCO and international BIO. The rerate is coming.