B2HS2L

Long term Avacta investor

[B2HS2L @b2_hs2]

@Blueberrymgmnt #AVCT To update the original post, we are at the end of the 'deal window', but I think we still have a while to go yet. ☘️

[B2HS2L @b2_hs2]

@SeanDentBsc @tom_the_bomb__ @asininitybeyond CC: ADC’s are, in general, complex and expensive to manufacture, whereas pre|CISION chemotherapies are relatively simple and affordable.
..10% the cost I believe, and the reason there will be a bidding war.
& ADC's are less accurate. #AVCT

[B2HS2L @b2_hs2]

@JStonker #AVCT
The AACR Annual Meeting 2026 (organized by the American Association for Cancer Research) is scheduled for April 17–22, 2026, in San Diego, California, at the San Diego Convention Center.
No speakers yet from Avacta. Full printable Program Guide available April 10.

[B2HS2L @b2_hs2]

@JStonker ..that's the difference in the mechanism of action.

(Ruairidh: 'why we are so excited'. - Now look at frame 18:22+, and the look on all three faces. CC struggling to remain deadpan.)
Are all the R&D findings in Spotlight episode 14?
Nope.

[B2HS2L @b2_hs2]

@cricket_fundas The oncology delivery landscape may shift if tumor-activated prodrugs consistently expand therapeutic windows across payload classes.

* Oncology delivery landscape may have already shifted as evidenced by BP discussing IP cliff removal, with preCISION delivery of cash cow drugs.

[B2HS2L @b2_hs2]

@cricket_fundas Flexible dosing and biologic dose comparison in Phase 1b clarify the path toward efficacy-focused trials.

* A recognition that with three indications being trialled, flexibility should provide for optimum dosing identification

[B2HS2L @b2_hs2]

@cricket_fundas Upcoming Phase 1b data and AVA6103 clinical entry represent key near-term valuation catalysts.

* Not to speak of removal of the cardiac dosing cap and new flexible dosing permissions.

[B2HS2L @b2_hs2]

@cricket_fundas Manufacturing, activation variability, and capital requirements remain execution risks.

* No shortage of plans to spend on R&D are evident. Shareholders awaiting visibility of funding source(s).

[B2HS2L @b2_hs2]

@cricket_fundas Competitive differentiation will depend on demonstrable efficacy gains, not safety improvements alone.

* Cardiac safety improvements evident. - Improved chemo targeting leading to much reduced side effects.

[B2HS2L @b2_hs2]

@cricket_fundas The pre|CISION platform is increasingly positioned as a multi-asset delivery engine rather than a single-drug program.

* Taken as read by shareholders and Avacta, but hopefully will be evident to all should successful 6103 trial results be published.

[B2HS2L @b2_hs2]

@JStonker #AVCT - Wow, these guys must have had breakfast discussing todays Avacta RNS. What a wakeup call!! ��😰

[B2HS2L @b2_hs2]

@MickMur14480063 @Blueberrymgmnt 👍

[B2HS2L @b2_hs2]

@tom_the_bomb__ Investormeet presentation dated 17.12.2025 should have the Q/A session text available. Checked today, and still no text available. Would have expected the questions and answers by now.

[B2HS2L @b2_hs2]

@Smiffy_O @coughlin582 A cockup that could have unintended consequences. Given the right conditions a spark will come to rest on kindling. It remains to be seen if the wind was blowing in a favourable direction.

[B2HS2L @b2_hs2]

@tom_the_bomb__ @JStonker Liberum removal nothing to do with Richard Hughes' preferences then?

[B2HS2L @b2_hs2]

@SeanDentBsc Prof Sarah Blagden is attempting to stop cancer before it even starts. She hopes to bring together several recent breakthroughs in cancer research to create a world-first vaccine.

[B2HS2L @b2_hs2]

@SeanDentBsc Channel 4, 9pm Thursday 20th Nov
Interested in anti-cancer developments other than pre|CISION ?

With much investment of time and money at stake, big pharma will know about this and other initiatives as well as Avacta's promising technology.
Looking for perspective here.🧐