martin palmer

Investor in tech

[martin palmer @ridicule1]

Great entrepenuer quote. It is absolutetly true. My Bank Manager did not believe I was one until my house went on the line

[Neill Ricketts @neillricketts]

No one , in fact most tell you you can't be

[martin palmer @ridicule1]

The heat we are now suffering will only get worse.

https://t.co/HeCE30YqFH

[martin palmer @ridicule1]

I guess venture Road is a bit like Queens in the tennis world, a precursor to the big event. Wimbledon is not for us, but San Diego on the 22nd of June most certainly is. It could be a fasten seatbelt moment.

[Avacta @avacta]

This week we were in London for Venture Road UK 2026, joining the life sciences community to share the progress of our pre|CISION® platform. #AVCT

[martin palmer @ridicule1]

@Aria124634 5379

[martin palmer @ridicule1]

https://t.co/5di4WrBxfI

[martin palmer @ridicule1]

Ever closer to Avacta becoming rocket propelled and cancer patients being given renewed hope!

[BBN @BigBiteNow]

The market knows AVA6000 data is scheduled to be released in the next 6 weeks, plus AVA6103 continues adding time served, so I don't think #AVCT is finished here.

[martin palmer @ridicule1]

@bagshaw2112 Sunack

[martin palmer @ridicule1]

Avacta is now the most exciting small Pharma ever in my view because it is not developing a new drug, it is developing an exciting delivery platform that can deliver many drugs much more safely and effectively. Many of which are about to become off patent. Remarkable!

[stonks @JStonker]

More coverage published in Germany this afternoon

https://t.co/vZjDTbtkz9

#AVCT

[martin palmer @ridicule1]

https://t.co/nM6CYH36Wt

[martin palmer @ridicule1]

https://t.co/hok9sOgARw

[Ben @111BEN_111]

#AVCT Big plans for AVA6103. Potentially 7 expansion cohorts. Some new indications added (see recent interview)

I wonder what changed between February and April

Expansion cohorts are planned in additional FAP+ cancers including hormone-receptor positive breast cancer (HR-BC), non-small cell lung cancer (NSCLC) and colorectal cancer (CRC)”

[martin palmer @ridicule1]

@Keir_Starmer you knew about the Mandleson bombshell last Tuesday. Why did you not advise the House at PMQs on Wednesday? Truly shocking performance.

[martin palmer @ridicule1]

@Keir_Starmer why hasn’t MI6 been informed on the Mandleson DV being rejected. It must surely be of vital interest to them? If they did know, how can it be that you didn’t know?

[martin palmer @ridicule1]

@Keir_Starmer you knew about the Mandleson bombshell last Tuesday. Why did you not advise the House at PMQs on Wednesday? Truly shocking performance.

[martin palmer @ridicule1]

@Keir_Starmer why hasn’t MI6 been informed on the Mandleson DV being rejected. It must surely be of vital interest to them? If they did know, how can it be that you didn’t know?

[martin palmer @ridicule1]

This is the most defining interview with Avacta ever held. No ifs no buts. Powerful chemo delivered straight into the tumour then controlled release up to period of 5 days! The age of powerful chemo without the side effects! The next few months could be game-changing.

[Christopher Leidli @chrisleidli]

New #RxforBiotech podcast episode with @coughlin582, CEO of @avacta. See how the company's approach to cancer treatment using targeted chemotherapy could transform #cancer care.
https://t.co/DM51xOxjDP

[martin palmer @ridicule1]

@KemiBadenoch @Conservatives As a lifetime, conservative voter and author of: The Nemesis of Planet A - Is The Human Race Sleepwalking Towards Its Own Extinction? I am now unable to vote Conservative because of your net zero stance. It is an existential issue where a narrow national view must not prevail.

[martin palmer @ridicule1]

This really does look like the takeoff moment for AVCT. Well done the team and many congratulations.

[Richard Hughes @hughesy0707]

Chris and her brilliant team continue to build and protect the IP of #AVCT in order to exploit the full value of preCISION for shareholders. honoured to sit on the board of such a disruptive biotech. 2026 will be a transformational year for us all 💥

[martin palmer @ridicule1]

@Wisdom_HQ 5

[martin palmer @ridicule1]

Myles makes some powerful points here. In my opinion Avacta is one of the most under the radar investment opportunities that are out there. One only has to visit their website and watch the videos to understand this..

[Myles McNulty @MylesMcNulty]

For @avacta #AVCT shareholders, the low revenue figure for $KYMR is important to highlight here.

I believe that the UK market severely underestimates the valuations that the US investment community ascribes to early-stage-revenue or even pre-revenue companies, that have promising therapeutics in the clinic.

There are currently 133 biotech companies listed on NASDAQ with revenue of less than $100m, but with mkt caps higher than Avacta's ($456m). [And those companies that are recording any revenue in their P&Ls, are generating it from licensing deals and/or grants. That is to say, almost all of those 133 companies don't have an actual approved product on market).]

Global revenue from drug sales was around the $1.65 trillion mark in 2024. Estimates vary, but the median estimate (out of the ones I've found, at least) for global oncology sales last year was $252bn, or $15-16% of all drug sales worldwide. Oncology accounted for the largest slice of the pie, ahead of all other major therapy areas such as immunology / autoimmune, cardiovascular, CNS / mental health, diabetes / obesity, etc.

The Avacta bull thesis is that pre|CISION PDCs come to dominate the global oncology market over the next two decades, not only largely displacing both conventional chemotherapy and novel ADC sales, but also reducing the demand for immunotherapies and other biologics.

Ergo... Avacta's ultimate total addressable market is likely to be larger than all of those 133 NASDAQ-listed pre-product biotechs, which currently command higher mkt caps than Avacta.

It's going to take an almighty upset in the clinic for Avacta not to rerate incredibly powerfully over the coming months and years.

[All IMO, DYOR, etc.!]

[martin palmer @ridicule1]

#climatechange #globalwarming
#actonclimate  
#ClimateAction #ClimateCrisis #ClimateJustice  #RenewableEnergy #Sustainability #ParisAgreement

[martin palmer @ridicule1]

The planet continues to warm faster than anyone predicted. We are heading to frightening times without effective global leadership. https://t.co/F2UW1QyY8J
https://t.co/Fl5JELq7Rc