AimVestor

Casual AIM Investor. No investment advise is given. All views are my own.

[AimVestor @VestorAim]

#AVCT The price action today proves the point that there will not be any real step change in the SP until they can demonstrate getting a deal over the line. It’s revenue that builds SP not promises.

[AimVestor @VestorAim]

VALIDATION OF THE PRE|CISION™ PLATFORM – AN IMPENDING REVOLUTION IN CANCER TREATMENT?
03.02.2023 #AVCT
Price (p): 161.1
Shares in issue (m): 269.9
Market cap. (£m): 434.8
Seems a long time ago now. Released Feb 2023. No progress since then has been reflected in the price :-(

[AimVestor @VestorAim]

@w82497 It’s starting to look that way sadly. If a salesman kept promising a deal and didn’t deliver within 6 months, he’d be out. Seems there’s no commercial urgency at all. #AVCT

[AimVestor @VestorAim]

Until #AVCT can prove that they are capable of closing a deal, this is going nowhere but down. Been talking about deals for ages. Still nothing. Do they have the ability to execute a deal?

[Carlo Towl @Towlie1981]

I'm looking forward to when being proud means they do a commercial deal and the share price actually goes up #AVCT

[AimVestor @VestorAim]

@that_stocks_guy He was right: “So, to put it another way, AVA6000 is not only safe, but is halting disease progression in patients who don’t even have the exact disease the drug is designed to target. While this makes it even more likely that Phase III will not be needed…”

[AimVestor @VestorAim]

@PJ_Crabb @Lord_Matti You’re absolutely right. Any management team by now (it’s been years) should have developed institutional support which would have prevented this catastrophic SP collapse. Furthermore there seems little belief from BP as well. #AVCT

[AimVestor @VestorAim]

2/2 then there will be a lot of companies whose products would be obsolete. Why would anyone dose up on a Dox product other than AVA6000 if it became available? #AVCT

[AimVestor @VestorAim]

Oh dear #AVCT is in free fall. Does BP know something we don’t. You would think this was a great opportunity to pick up an incredible platform for peanuts.

Perhaps politics are at play. There are a lot of companies selling Dox based products. If Avacta get FDA approval 1/2

[AimVestor @VestorAim]

#AVCT Some Director buying on Monday would see this explode 💥

[AimVestor @VestorAim]

Agreed. There are a lot of parallels. An excellent interview that could give a unique incite into #AVCT future.

[Sean Dent @SeanDentBsc]

Just wanted to share this for new investors. The parallels with #AVCT are truly remarkable.

Well worth 15mins of your time

https://t.co/lB4sn0DcP6

[AimVestor @VestorAim]

@fear_jon NED’s by definition shouldn’t be significantly invested otherwise it brings into question their independence.

[Sean Dent @SeanDentBsc]

Thanks, #AVCT, interested in learning more.

I've submitted these Qs which I believe all investors would appreciate clarity on:

1. What is the % chance of AVA6k coming to market in the BOD's view and if higher than broker/analyst assumptions, why and how does that change?

2. When (roughly) can we expect to hear whether 6K has ODD for SGC?

3. What are the companies' plans regarding AA for 6k?

4. Exactly how many patients have been enrolled in each P1b indication thus far.

5. What is the earliest point/event that the company will decide on their chosen P2 indication?

6. Are there any rival technologies that concern you in terms of their ability to outperform pre|CISION in terms of cost, safety, efficacy, time to market, etc?

7. What happened to AVA3996 ?

8. Can you confirm that the major players are fully aware of what Avacta are achieving here, and I mean more than just saying they all "stopped by" and maybe took a passing interest. Do at least some of them REALLY get it?

9. At what point or how much data do you need in order to give an oral presentation at one of the major oncology conferences, when would you like and expect to see that happen?

10. Will Avacta be represented at ASCO?
Thank you

Kind regards

P.s. if anyone reading this also wants these questions answering, please RT to let Avacta know!

Thanks.

[AimVestor @VestorAim]

@ElkHunter78 They’re dosing at 4 times the standard dosage without encountering the systemic side affects that Dox on its own produces. Is that not proof enough?

[AimVestor @VestorAim]

#AVCT As doxorubicin is already an FDA approved drug and Precision is an inert delivery mechanism, and AVA6000 has proved to be affective at much higher dosage. I can’t understand why FDA approval shouldn’t be forthcoming. It’s not a new drug!

[AimVestor @VestorAim]

#AVCT The companies brokers simply aren’t doing their job if they can’t get institutional investors to buy in to the business case here. Unbelievable

[AimVestor @VestorAim]

#Avct The recent appointment of Panmure as joint broker doesn’t seem to have stoked any more interest from Institutional investors. Disappointing.

[AimVestor @VestorAim]

#AVCT

WOW! just WOW!

This needs to be made available ASAP to save lives and improve quality of life for sufferers during treatment.

[GBanks @GBanks291]

#AVCT

Imagine a 60 year old male.

It could be you. Your husband. Your dad. The fun uncle you always loved seeing as a child.

In early 2021, he felt a lump behind his right knee. An ice pack didn’t help. Ibuprofen and physio exercises didn’t help. Finally he went to the doctor.

Biopsy.

Grade 3 undifferentiated pleomorphic sarcoma, a rare type of cancer.

Three months of radiotherapy followed by surgery. Viable tumour cells in under 10% of tumour volume - all seems well by September 2021.

By March 2022, he’s diagnosed with severe Stage 4 cancer which has spread to the membrane around his lungs.

By June 2022 options are running out, and he’s put on an early trial for a new combination therapy (Etigilimab + Nivolumab) for 6 months.

He has a 41% chance of grade 3+ treatment-emergent adverse effects which could be life threatening in themselves.

The disease continues to progress.

He then enrolls in the @avacta AVA6000 trial at the beginning of 2023.

Over the course of 11 months between February 2023 and January 2024, he has a near complete resolution of multiple metastatic lesions in the pleura (a -74% in the diameter of the lesions). See scans below.

During his time on AVA6000 (and last we heard he was still on drug 14 months later), his chances of developing neutropenia dropped by two-thirds compared to naked doxorubicin, and chances of febrile neutropenia dropped to 0%.

Importantly, quality of life has been greatly improved. AVA6000 boasts a 50% reduction in patients experiencing nausea, an over 50% reduction in patients experiencing decreased appetite, and the chances of experiencing pain or constipation decreasing 7 fold.

Bear in mind we are seeing this efficacy during a phase 1a safety and tolerability study.

Bear in mind this is only one patient - there are many others.

The data can only continue to get better.

In the near term, I suspect the precision platform will be linked to other drugs which are designed to have greater efficacy against other types of cancers for which doxorubicin is not the gold standard. This pipeline is due to be revealed by the end of the year.

Are Avacta worried cancers such as pancreatic, colorectal and biliary tract are only FAPmid not FAPhigh? No chance. The attached graph shows the platform works just as well in both circumstances.

This is real world stuff affecting real people just like me and you - already making a huge difference to treatment outcomes as well as quality of life during treatment.

Would you want yourself or your loved one on AVA6000 as opposed to standard doxorubicin? I would.

I eagerly await the data from the 2-weekly dosing schedule which are to be presented at @myESMO before we move into the phase 1b expansion cohorts later in the year.

Thoughts welcome, let’s continue to strive for progress.

@annals_Oncology @OncoAlert @ACSNews @EORTC @brunolarvol @MakisMD @CD_AACR @DrChoueiri
@vivekSubbiah @Liz_ORiordan @JTrentMDPhD @Alegronchi
@herbloong @MBCadvocate
@Winette_vdGraaf @pawel_sobczuk
@theNCI @CR_UK @VriesElisabeth
@TimGreten @jsoriamd @PTarantinoMD
@ElenaGarralda @NCIEytanRuppin @NEJM
@Cancer_cell @NatureCancer @RonDePinho @Simocristea @DCalleMD
@breelynwilkyMD @DrLaraDavis @sarcomapatients @t0mclark3
@barneycalman @rebeccasmt
@andrewgregory @eleanorhayward
@richardhorton1 @BBCHughPym
@HSJEditor @ShaunLintern @Nicktriggle
@dennis_campbell @Kamranabbasi

[AimVestor @VestorAim]

@Ophidian18 Are you sure he is leaving, or will he stay as head of R&D?

[AimVestor @VestorAim]

#AVCT What a relief. Looks like the board has finally come to its senses with new CEO and full focus on Therapeutics. Along with sale of diagnostics this is a new chapter 🎉

[AimVestor @VestorAim]

@Smiffy_O @avacta The company has lost the plot. Management wise, totally incompetent. Technology wise brilliant. New CEO needed to lead commercials. Put AS in the lab where he adds value.