Trinity Delta

Trinity Delta is an equity research house focused on the healthcare, life sciences and related industries, regulated by the Financial Conduct Authority.

[Trinity Delta @trinity_delta]

H126 @avacta catalysts include #AVA6000 SGC data at #ASCO2026, #BIO presentation; w 1st #AVA6103 Ph Ia data & #AVA6207 payload disclosure/candidate selection in H226. +ve news cld extend Q127 cash runway via potential partnering, investment, or both #AVCT https://t.co/c2CZdrFPic

[Trinity Delta @trinity_delta]

Successful £10m raise extends runway into Q127, removes funding uncertainty & allows @avacta to retain 100% ownership of #preCISION tech & assets through key data catalysts for FAP-Dox & FAP-Exd. For more on #AVCT: https://t.co/c2CZdrFPic

[Trinity Delta @trinity_delta]

Innovative synthetic AI analysis by @avacta shows 3 key benefits of #AVA6103 (pre|CISION #exatecan PDC) vs #Enhertu (marketed #deruxtecan ADC): more rapid drug penetration into tumour; >10x more drug in the tumour; c3x higher tumour selectivity. #AVCT https://t.co/c2CZdrFPic

[Trinity Delta @trinity_delta]

FDA IND for Ph III iSCIB1+ #melanoma study is a major milestone for @scancellpharma, clearing the pathway for its further development. The focus is now on evaluating financing options for the trial; partnering is one option. For more on #SCLP $SCLP see: https://t.co/mZuSJRY5Vy

[Trinity Delta @trinity_delta]

Growing preclinical & clinical data support potential utility & value of @avacta's preCISION platform. Pipeline progressing w/ AVA6103 Ph I start in Q126 (initial data H226), AVA6000 Ph I TNBC data in H1 & AVA6207 candidate selection by yr end #AVCT $AVCT https://t.co/c2CZdrFPic

[Trinity Delta @trinity_delta]

New indications & new product launches to drive future @hutchmed China revenues; ex-China topline Ph3 #savolitinib data due H126. Longer-term, ATTC platform cld offer significant potential, with 1st asset entering the clinic shortly #HCM $HCM https://t.co/4lIUJzHUcn

[Trinity Delta @trinity_delta]

Further Ph II SCOPE #melanoma data at #ESMO-IO confirm durable iSCIB1+ response. #Immunobody construct chosen, target HLA pt pop defined & +ve FDA discussions re trial design (PFS endpoint): @scancellpharma is well positioned for next clinical steps #SCLP https://t.co/mZuSJRYDL6

[Trinity Delta @trinity_delta]

Key @scancellpharma value drivers lead #Immunobody asset iSCIB1+ (advanced #melanoma), on track to start a registrational trial, & #Moditope prog Modi-1 (solid tumours), plus its novel #GlyMab platform, are reviewed in our latest #SCLP $SCLP Outlook: https://t.co/mZuSJRYDL6

[Trinity Delta @trinity_delta]

Preclinical data at #Targets25 on @avacta's pre|CISION enabled dual-payload peptide drug conjugate highlighting platform versatility & novel combo opportunities. Full faridoxo (AVA6000) Ph Ia data at #ESMO; further salivary gland cancer data in Q425. #AVCT https://t.co/c2CZdrFPic

[Trinity Delta @trinity_delta]

Data at #ESMO2025 for @hutchmed's #fruquintinib combo in 2L #RCC show impressive magnitude of benefit, supporting the ongoing regulatory review in China. Approval of this third indication should help drive Elunate growth in China. For more on $HCM:
https://t.co/4lIUJzHmmP

[Trinity Delta @trinity_delta]

Dev plans for @scancellpharma's iSCIB1+ vaccine for melanoma continue apace with regulatory meetings scheduled and BD discussions ongoing for trial start in 2026. More iSCIB1+ data to come this year, plus Modi-1. Cash runway to Q326. For more on #SCLP:
https://t.co/mZuSJRY5Vy

[Trinity Delta @trinity_delta]

ANGLE's focus is on collaborations w large pharma companies & key medtech players to generate robust clinical data that demonstrate patient benefit & drive commercial adoption of the @Parsortix system – inc for dual CTC-DNA & ctDNA molecular analysis. #AGL https://t.co/cIPnmyrD8K

[Trinity Delta @trinity_delta]

New CB terms show @avacta confidence in securing funds to advance #preCISION assets thru clinical dev, supported by key #AVA6000 data in 25/26. 2nd equity raise to settle qtrly CB repayments w/ less dilution. For more on #AVCT https://t.co/c2CZdrFPic

[Trinity Delta @trinity_delta]

Positive data from @scancellpharma's P2 SCOPE trial in advanced melanoma has led to selection of iSCIB1+ and accelerated plans to move to a P2b/3 registrational study. iSCIB1+ can target more patients, and can improve outcomes vs SoC. For more on #SCLP:
https://t.co/mZuSJRYDL6

[Trinity Delta @trinity_delta]

New IP & Tempus AI collaboration cld support @avacta's product & tech-based business dev. #preCISION pipeline progressing w #AVA6000 Ph I SGC data in H225 & TNBC in H126, & #AVA6103 IND enabling ongoing ahead of 2026 Ph I start. For more on #AVCT: https://t.co/c2CZdrFPic

[Trinity Delta @trinity_delta]

Data from @scancellpharma cancer vax due 2025: SCOPE Cohort 1&3 (July) & Cohort 4 data (end-25) to inform selection of SCIB1 or iSCIB1+ for Ph 2/3, w/ initial Modi-1 combo data in RCC (Q3). GlyMab Tx subsid provides partnering & funding optionality #SCLP https://t.co/mZuSJRY5Vy

[Trinity Delta @trinity_delta]

A healthy @Parsortix Pharma Services pipeline has potential to drive sig mid- & long-term revs; multiple discussions ongoing but deal execution is binary & timing uncertain. A sizeable large pharma or medtech Dx deal cld be financially transformative #AGL https://t.co/cIPnmyrD8K

[Trinity Delta @trinity_delta]

Key 25/26 data from @avacta's lead #preCISION progs: 1) #AVA6000 (FAP-Dox) initial #SGC data late-25 & #TNBC data H126; subject to funding, Phase II in both planned for H126. 2) AVA6103 (FAP-EXd) IND sub late-25, Phase I start Q126 & 1st data Q426 #AVCT https://t.co/c2CZdrGn7K

[Trinity Delta @trinity_delta]

Recent data at #ASCO2025 for @hutchmed's #savolitinib in #NSCLC reassure on the upcoming approval decision in China, and help de-risk the ongoing global Phase III SAFFRON trial with partner @AstraZeneca. For more on #HCM $HCM:
https://t.co/4lIUJzHmmP

[Trinity Delta @trinity_delta]

Large pharma validation of @Parsortix AR, DDR micronuclei, & HER2 CTC assays shld help secure new Pharma Services contracts, providing customers with a broader CTC assay menu across several cancers. For more on #AGL $AGL: https://t.co/cIPnmyr5jc