Bob Dibble

[Bob Dibble @BobDibble8]

@SeanDentBsc Not a nil chance Sean, maybe slim. I would still like to see a 6k partnership for SGC with avct retaining ownership. Be good to see the structure of P2.

[Bob Dibble @BobDibble8]

@tom_the_bomb__ Hi Tom I think it’s the last sentence that is the most telling from the market’s immediate viewpoint. We need to get a deal over the line on terms that do not work against any future TO. Until this uncertainty is resolved the data won’t reflect in the sp.

[Bob Dibble @BobDibble8]

@cosimo1464 @Ducatistealth @JakeLoughlin3 @CJohn84 @Paulbritland1 Can Avacta really get the full potential of pre/CISION to market? They simply do not have the resources and size to do so other than in a small piecemeal way. That is why, in the absence of partners/license deals, the market refuses to rerate the stock imo.

[Bob Dibble @BobDibble8]

@nick164935 @JakeLoughlin3 @Mike182035 I’m confident the 6103 data will be excellent but we won’t know until H2, likely Q4 and then only initial data. Not sure CR data will be available in isolation. Whether that triggers a TO remains to be seen. Bidding war may require more.

[Bob Dibble @BobDibble8]

@JakeLoughlin3 @Mike182035 With his purchase in the last raise RH confirmed he knew how good pre/CISION was. He knows it’s commercial value. The 6103 initial data is the TO starting gun. Q4/26 or Q1/27 likely action imo.

[Bob Dibble @BobDibble8]

@tom_the_bomb__ Excellent summary Tom, for 6K I now want to see:
P2 design
Partnership to move into P2
FDA pathway confirmation.
Then the wider development of 6103 can move at pace without financial constraint. Avacta management doing a great job.

[Bob Dibble @BobDibble8]

@PJ_Crabb Yeah they have the clout to really drive pre/CISION and make full use of the platform to take oncology to a much higher level. Patients need this asap.

[Bob Dibble @BobDibble8]

@PJ_Crabb RNS eagerly awaited, if the PFS really is outstanding then J&J and others will be taking note. J&J not often mentioned as TO candidates but I think they could be serious contenders.

[Bob Dibble @BobDibble8]

@YorkshirPuddin 100% agree Jake, if any team can deliver it will be this one GLA.

[Bob Dibble @BobDibble8]

@YorkshirPuddin You’re right but bear in mind that Avacta need funds to progress their prodrugs. 6K will not enter P2 until there is a partner. All looking good though.

[Bob Dibble @BobDibble8]

@hughesy0707 Congratulations Richard as a long term investor I am delighted with your appointment.

[Bob Dibble @BobDibble8]

@hicasamadim 216

[Bob Dibble @BobDibble8]

@Ian07594592 @MBdaytrading Just waiting for the data drop and possible partnership. No problems with the science and I’m sure Avacta have a firm grasp of the commercial application.

[Bob Dibble @BobDibble8]

@tom_the_bomb__ @STWpharma Excellent summary Tom, fully agree with you especially regarding a NASDAQ listing . At last data will drive the price.

[Bob Dibble @BobDibble8]

@tom_the_bomb__ @FiercePharma @avacta more not less!

[Bob Dibble @BobDibble8]

@tom_the_bomb__ @FiercePharma @avacta It acts a lot quicker with far less tumour penetration and lasts longer all the time sparring healthy tissue. If that’s not a recipe for commercial success I don’t know what is. Just a question of time.

[Bob Dibble @BobDibble8]

@FiercePharma It’s the PDC battle ahead that’s interesting . All will have eyes on Avacta for TNBC.

[Bob Dibble @BobDibble8]

@PJ_Crabb @PaulDenbigh @cthao2101 Hi Paul probably right but I still think it’s possible BP may see 6K as a route in to avct to build a relationship and become a preferred bidder on TO. Bear in mind the team will likely move to the acquirer. BP not too fussed about SGC but yes to Avacta?

[Bob Dibble @BobDibble8]

@Mike182035 I think that’s a fair summary Mike. NASDAQ listing is always an option but the preference imo would be a partnership with good up front payment for 6K and a data led sp rise before listing in the US. With CC and RH Avacta has steady hands.