Perso

[Perso @newcleardays]

@FootballInT80s The best goalkeeper of all time … bar none @NevilleSouthall

[Perso @newcleardays]

#AVCT

[TVR5 @TVR5AVCT]

We look forward to Richard Hughes being formally appointed Chair of #AVCT on Monday.

#Hughes4Chair ✅

[Perso @newcleardays]

The best of all time … bar none. @NevilleSouthall

[Bluebray @Kalan76529590]

All these 'greatest goalkeepers of all time' lists I keep seeing.

All of them missing THE greatest.

Neville Southall.

The big man needs more respect.

Simply the BEST.💙

[Perso @newcleardays]

The most underrated manager of all time: a gentleman and a genius. #howardkendall #everton #schoolofscience

[Blue Nose Bob 👀 @BLUENOSEBOB1878]

It was the late great Howard Kendall who brought the world class, high press, attacking football to English football NOT Jurgen Klopp.

Howard won 2 English titles in 3 seasons.

Klopp spent £1.1 billion replicating it to win 1 title in 9 seasons.

Football didn’t start in 1992👍

[Perso @newcleardays]

Sometimes, you just don’t need to read between the lines …#AVCT

[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.

[Perso @newcleardays]

#AVCT The gift horse is still there, still being looked at.

[TVR5 @TVR5AVCT]

@coughlin582 of @avacta therapeutics is the obvious choice @bradloncar.

#AVCT

[Perso @newcleardays]

@Schnitzel63 10/10

[Perso @newcleardays]

@Stylo_____ Moyes is a very limited manager. Very - always has been and always will be.

[Perso @newcleardays]

@SalvadorDafti Album of a lifetime, more like.

[Perso @newcleardays]

@MylesMcNulty @RAH00084 See you there!

[Perso @newcleardays]

The gift horse has dug its heels in. It’s all there right in front of your eyes - but don’t blink too complacently.

Congrats to TVR5 for bringing some order to the chaos of AIM.

#AVCT

[TVR5 @TVR5AVCT]

As of 26/03/2026 @TVR5AVCT collectively represents 38,104,449 shares in @avacta (8.65% TVR).

We look forward to #AVCT dosing AVA6103 over the coming sessions, proving the Generation 2 technology which is 100% owned by Avacta until 2045.

[Perso @newcleardays]

@johnsteppling Strummer was always destined to become Establishment unlike the young Weller and others, like Pete Shelley. Punk and the New Wave were the two most important movements in British music history imho.

[Perso @newcleardays]

@NewWaveAndPunk Punk before its time.

[Perso @newcleardays]

@____cm85 @NevilleSouthall is the greatest goalkeeper of all time … bar none. Pickford is very good but nowhere near him.

[Perso @newcleardays]

#avct gift-horses just don’t come in sharper focus.

[TVR5 @TVR5AVCT]

Removal of the dosing limit in the AVA6000 trial is significant, not only for the impact it will have on PFS but also to demonstrate the relationship #AVCT now enjoys with its most important stakeholder: @US_FDA.

A stamp of approval for pre|CISION from the very top for @avacta.

[Perso @newcleardays]

#AVCT some gift-horses just won’t budge. 2026, the year that will be.

[Ben @111BEN_111]

An interesting analyst note to read in its entirety for #avct shareholders. A good weekend read, reads like mgmt. may have had some input (note, p2 start dates are incorrect)

Some takeaways:
Enhertu/Trodelvy both have black-box warnings (FYI most serious FDA safety warning) for interstitial lung disease. FAP does not have this issue, it’s not found in healthy lungs. Ability to target FAP now proven, focus shifts to “on-target, off-tumour” effects, typically seen in larger trials.

Unlike Enhertu, 6103 is tumour-agnostic !

All programs have pharma interest

AVA7100 has been supplanted by AVA6207, the right decision. Focus is now completely on precision. Dual programs are the priority. Several “nascent” dual partnership discussions. Huge optionality.

AVA6103 gen2 human data will unlock the ability to “precision-ise” not just generics, but potentially pharma development pipeline. “We feel Avacta could evolve from an asset play to a platform licensing play.” Mgmt intend to progress 6103 independently for now. Interest. I personally hope they take through 1b independently.

STS is enrolling. Very difficult p2 trial to run, 2l patients with prior dox exposure. PFS higher than SGC. Small opportunity given risk/reward, but I think it could still feature in multi-indication partnering discussions.

TNBC, dox still ~$1B annually despite cardiotoxicity. Proof of concept is hugely validating for the broader AVA6000 breast cancer program, including HR and HER2+ (large, lucrative markets). Data “could crystallise partnering interest”. My guess, prelim data at AACR or the slightly later ASCO.

Despite AVA6000 *ONLY being Gen-1, it is described as “attractive” for partnering. Don’t dismiss it. Seemingly the most likely near term deal. I think SGC has clearly crossed the “clinical proof-of-concept hurdle”. CC has “committed that we won’t start further development activities (ph2) in the absence of a partnership”

[Perso @newcleardays]

#AVCT

The beast (gift-horse) still being looked straight in the mouth.

In years to come, these posts (see below) may be seen as prophetic.

[TVR5 @TVR5AVCT]

#AVCT’s strategy on AVA6103 has been well-documented.

The warhead’s wide utility and the broad addressable market of the TOPO1 mechanism means partners will not want to compete in this space.

They will compete for this space.

AVA6103 is soon to become a clinical stage asset.

[Perso @newcleardays]

@PED7 Moyes destroys Everton … slowly but surely. He always has. Evertonians need to have more ambition and self-respect. The problem at the core is mediocre Moyes.

[Perso @newcleardays]

@johnsteppling @sciencegirl Spot on, John - and few define that word better than Kundera.

[Perso @newcleardays]

@RnaudBertrand Spot on, Arnaud, as ever.