Mark

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

"The art of the deal" by @CohesionBureau.

#AVCT's investor relations and corporate communications agency, Cohesion Bureau, were on a panel in Basel with Novartis speaking about: "Why some biotechs get it and others don't".

"We had a great discussion with our panel at Swiss Biotech Day in Basel earlier this week, highlighting some of the key factors for biotech companies in securing financing and negotiating partnering deals.

Themes and recommendations included:

👉 Data quality is clearly the most important factor in any deal - but the credibility and track record of your team and how you tell your story are also major drivers in any agreement.

👉 Telling your company's story in an accessible and logical way will help potential investors and partners to understand the problem you are solving and why they should be interested, right now.

👉 Twin track approach - speak to both venture capital and potential pharma partners in parallel. But remember these audiences have different objectives, and your story has to be tailored accordingly.

👉 Be prepared and in command of the facts - all too often people don't have the details immediately to hand in meetings."

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

@JStonker #AVCT

[Richard Hughes @hughesy0707]

The will to win is important, but the will to prepare is vital.

A great team effort by Chris and the Zeus team, what a difference a year makes. Onwards and upwards 🚀#AVCT @coughlin582

[RAH @RAH00084]

#AVCT

“In our view, the key takeaway from this raise is that institutional investors (and management) are prepared to participate in a placing at market prices, suggesting solid confidence in the platform’s future potential and management’s ability to deliver it.”

Indeed.

[stonks @JStonker]

FDA doesn't require completed Phase 1 for Breakthrough Designation - early efficacy signals in heavily pretreated P1 patients, 74% DCR and high unmet need were sufficient for exatecan-based sofetabart mipitecan.

#AVCT

[Cumulus @Cumulus51896691]

Could in hindsight be viewed as a watershed moment for the company. All bar one of the non execs have recently bought stock. As clear a signal as you could wish for. #avct

[RAH @RAH00084]

Mark Goldberg joined #AVCT when AVA6000 went into patient. Five years in August.

For half a decade he has not subscribed to a single placing, despite much market fanfare: LFT which will solve Covid; 6000 complete regression after a single dose; removal of 6000 dosing limit etc.

You can assume from that he doesn’t care about the optics of a purchase from a seasoned Harvard medical faculty Oncologist. And nor should he.

You can also assume, when making his first ever purchase (with AVA6103 9+ weeks into arm), that it’s on the basis the drug (and platform) is working as it should to date.

Semi conductor style returns on offer from 72p.

It’ll all be so obvious in hindsight. Every sign was there.

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

“Our cash runway provides sufficient funding ….to move our Gen Three molecule into IND-enabling studies.”

Weird thing to do, let alone highlight, if Gen 2 wasn’t working.

#AVCT

[Cumulus @Cumulus51896691]

3 videos on Avacta's website, spotlights 11, 13, and 14 outline in increasing detail the underlying technology and anticipated results from their 6103 exatecan conjugate. Even if you have seen them before well worth a revisit. Possibly the reason non execs are buying in ? #avct

[Myles McNulty @MylesMcNulty]

Such a positive move by Avacta #AVCT in raising £9m at this point in time.

In deploying the cash to settle the delayed repayments (from January and April 2026) of the Heights Convertible Bond, as well as the repayment due late next month, the company is significantly reducing equity dilution that it otherwise would have faced.

To note, a single institution accounted for the majority of the cash injection. A major positive.

The CB has been an anchor around the share price for years now, and was arguably the single worst strategic decision that the old board made, in tandem with the two Diagnostics acquisitions that the £55m CB funded (it essentially cost both the old CEO and the old chairman, their jobs).

So it's a huge relief to see our new chairman work to immediately and substantially reduce that liability. Post settlement of the repayments due (in cash) next month, the remaining outstanding CB will amount to only £11.5m, with the next repayment instalment not due until late October. I would presume that in the event of no major cash injection from non-dilutive means over the next few months, mgmt will simply be able to tap the company's growing base of instos for a quick £3m before each of the remaining handful of repayments, in order to continue to settle in cash and thus minimize unnecessary dilution.

In short: in my view the toxic CB is no longer a concern at all to shareholders.

Constant anxiety over the balance sheet will hopefully be consigned to history now; and the market can really focus on the astonishing technology that Avacta has developed:

The most targeted anticancer drug delivery platform ever developed; which can be used to deliver almost any warhead ever developed; to circa 85% of all cancer cases.

Those three key attributes of the pre|CISION platform - backed up by numerous other complementary advantages (such as significantly lower manufacturing cost of a pre|CISION peptide-drug conjugate relative to a conventional antibody-drug conjugate; and superior tissue penetration owing to much smaller molecular size of a PDC relative to an ADC) - will in my view ensure that the owner of the platform could dominate global oncology for decades to come.

If Avacta's second drug in clinic, AVA6103, merely replicates the data generated in pre-clinical models, it is straightforward to perceive how it could become an all-time best selling oncology drug.

The company has given numerous indications that everything is going well so far in the 6103 trial. The first patient was dosed almost ten weeks ago. The directors who will best understand the science and recent clinical progress (and early data they have seen) have taken part in this equity raise.

All the signals are there.

Personally looking for sentiment around the stock to build rapidly now that the Convertible Bond has been largely whittled down, and the SP has a clear run in he coming weeks at >£1. And from there, who knows!

[RAH @RAH00084]

Question: Why has the most scientifically literate non-exec member of #AVCT’s board taken part in a placing, 9+ weeks into AVA6103, having opted to sit out every historic placing (incl the March 2026 subscription)?

Answer: the sustained released of Exatecan in human.

Dynamite.

[TVR5 @TVR5AVCT]

#AVCT renders CLN irrelevant with transfer from Heights to an institutional investor.

An expectation AVA6103 will effectively treat human cancers confirmed.

Ensuring Gen 1, 2 & 3 license deal negotiations are unencumbered by noise during this critical period.

Different board.

[Mark Mitchell @emily1katie]

#AVCT - Essentially saying we expect 6103 to work! 💥

[Carlo Towl @Towlie1981]

CLN payments to be paid in cash with funds raised at a much higher price than the debt holder could convert at. CEO taken some shares. Strategic investor. Partnership conversations Pprogressing for all 3 generations of pre|CISION. Smart. The future is bright. #AVCT

[⛏🅾️Ⓜ️💣 @tom_the_bomb__]

https://t.co/VpivQwDxcC website has been updated today for the #AVCT AVA6103 trial.

Image 1: https://t.co/ZqIU3sid5S (not yet updated).

Image 2: today's updated https://t.co/Yr5C4MvD8O website.

These are two of the largest #oncology indications globally.

Companies don't typically expand a Phase 1 study unless additional tumour types look sufficiently compelling to justify the extra time, cost and patient recruitment.

@avacta appears to be moving aggressively with AVA6103, which is not a surprise given management's description of preCISION as a "unique industry-leading technology platform" & ~10 weeks of clinical data.

[Jay 🏴󠁧󠁢󠁳󠁣󠁴󠁿 @jordanpbanks]

Missing!

Stephen is missing in Glasgow. He is very vulnerable and confused, he’s dressed all in black, has a beard and the initials SC tattooed on his neck. He was with a guy dressed all in blue. If anyone sees him, please contact 101.

(Source: Men Matter)

[RAH @RAH00084]

#AVCT shareholders will feel the full impact of this appointment not today but when the board is deciding which offer to recommend to shareholders.

Board now ultra lean. Coughlin, Hughes + x3 NEDs. No bloat. Little waste.

Unrecognisable from 12 months ago.

[Richard Hughes @hughesy0707]

In my personal view 2026 will be a defining point for #AVCT and ultimately for long term cancer patients.

Thanks to all shareholders and stakeholders for their support.

[Richard Hughes @hughesy0707]

Delighted to be appointed as chairman of #AVCT

My core priority is to ensure the value of preCISION is exploited to its fullest, for the benefit of all shareholders.

I am more than confident we have the team and the intellectual property to enable this.

[Avacta @avacta]

Avacta today announces that Richard Hughes, one of Avacta’s non-executive Directors, will become non-executive Chairman of Avacta following the Annual General Meeting (AGM) on June 22, 2026. https://t.co/25k4YieSX7 #AVCT