#AVCT

Avacta will present AVA6207, its Next-Generation pre|CISION® dual payload peptide-drug conjugate, in a poster at the 38th EORTC-NCI-AACR Symposium on Molecular Targets and Cancer Therapeutics, taking place in Barcelona, Spain, from November 18-20. #AVCT

Ask a scientist why they stay in oncology and you will usually hear about a "wow moment". The people behind pre|CISION® share theirs, from the first tumor to plasma data to a new molecule from idea to IND in 12 months. Watch the video here: #AVCT

CEO Christina Coughlin and CFO Brian Hahn will be at @Jefferies Healthcare Conference, Nov 16-19 in London. Curious how pre|CISION® keeps potent payloads silent in the bloodstream and active in the tumor? Book a 1:1 via the partnering system. #AVCT

AVA6103 added to the US National Cancer Institute's NCI Thesaurus on 26 October 2026, receiving its own standardised biomedical terminology entry (C229108). #AVCT

Our CEO Christina Coughlin participating in the Prioritizing the Pipeline panel with @LongwoodLeaders in Boston today, discussing how we assess our platform opportunities to deliver high patient impact. #AVCT

What happens if AVA6103 is stabilising disease in heavily pretreated and drug resistant patients, whilst running this clean safety profile? I’ll immediately bank AVA6103 as a ‘safe bet’ and imagine the ‘moon shoot’ possibilities #AVCT pre|CISION platform technology can achieve.

Your first sentence ⬆️ Isn’t it broadly acknowledged that this is already occurring in the #AVCT 6103 P1 trial, consistently and across all the indications? Patients from the early cohorts would not still be on drug, were they not experiencing benefit (i.e. disease control). The fact that so many are still being dosed suggests the DCR could be absolutely knockout at the higher dosing levels (not to mention that we’ll start seeing tumours being decimated at these higher dosing levels). @avacta has essentially told the market that 6103 is already working - directly, with regards to PK; but implicitly, with regards to efficacy. I myself certainly already assume 6103 to be a safe bet (and with a reasonable probability of it becoming a multi-multi-billion-$ drug). So yes… first Moonshot is 6207! Week after next should be a real eye opener.

The clinical data reading out of AVA6000 & 6103 is a product of Chris & her team’s execution. These findings not only strengthen our platform, they validate our strategy of retaining IP until we believe it represents maximum value for #AVCT shareholders. A busy Q4 ahead of us.

So where was the risk? The risk was the drug was leaching out (being excreted from the body). #AVCT know it’s NOT doing that because they have: (1) PK which confirms it’s not; (2) biopsies which confirm it’s going to the tumour; (3) patients who are still on drug (and therefore must, at least, be seeing disease stabilisation or better). Coughlin called AVA6103 a ‘sure bet’ for good reason last week. How good is it? Not does it work. That’s the unknown. But again, it’s not that unknown because the company have told you (on multiple occasions) what is occurring… “It is performing EXACTLY as expected” In. An. RNS. She’s not guessing. She’s telling you what she is seeing from 30-50 scans over 7.5 months; biopsies results; PK data; rapid escalation; trial site expansion; investigator demand; and 2.5 decades of experience.

It's been my hope that a partnership will be announced with the warhead for AVA6207. Here's to hope! And still being able to buy at reasonable prices. #AVCT

@PJ_Crabb @Lord_Matti #AVCT If you mean why did we fall 41% from 9am 16th September @89p like a stone I don't think you need to look any further than Heights with their free pass to still short 12.8m shares at anything above 75p That free pass will be gone April latest imo

@Mike182035 @Lord_Matti @89p Nonsense, they didn’t do so before and of course it’s against their terms. They have forward sold ahead of conversion when obvious shares would be converted but not of late given cash payments. You’re talking more rubbish. #AVCT

Great discussion today at the @LongwoodLeaders forum in Boston on prioritizing the pipeline. Delighted to discuss the #AVCT pipeline & how we make hard decisions: sure bets v. Moonshots and those between. Big pharma and biotech have similar priority: patient impact #LetsDoThis

Nothings changed. Turkey season upcoming and hurtling towards a 2027 raise. Cheerleaders time for some critical thinking, not confirmation bias. #AVCT

New management required #avct

@w82497 You've been flinging shite at #AVCT for 3 straight years now. I actually applaud the commitment. Just not sure what you'll do with your time following the eventual, inevitable TO. ATB!

We are delighted to announce our proof of mechanism data with AVA6103. Our #AVCT team is working on making a dent in cancer. The versatility of the preCISION platform now allows us to access previously unaddressable markets. #LetsDoThis #NextGenLoading #HopeWithoutCompromise

We have achieved clinical proof of mechanism for AVA6103 (FAP-Exd), our first Next Gen pre|CISION® PDC, in the Phase 1 FOCUS-01 trial. Clean safety profile through 3 dose levels, and clinical PK closely matches preclinical modeling. #NextGenLoading #AVCT

@avacta #AVCT is keeping its cards close to its chest on its TNBC cohort. Except for these two patients (not even principally about the deep partial responses; one in a woman 80 years old.) Logically, where doxorubicin remains a viable treatment, there’s potential for AVA6000.

#AVCT Cohort 1 Began end of March On 10 September, two patients remained on drug. That’s 5.5 months of disease stabilisation across stage 4 pancreatic cancer patients. Achieved with a 1.5mg dose of AVA6103. I.e. their tumours are not seeing progression. Cohort 2 Began ~mid May On 10 September, five patients remained on drug. That’s ~4 months of disease stabilisation across stage 4 pancreatic/CRC/cervical cancer patients. Achieved with a 3mg dose of AVA6103. I.e. their tumours are not seeing progression Cohort 3 Began ~early July On 10 September, (all) seven patients remained on drug. That’s ~2.5 months of disease stabilisation across stage 4 pancreatic/CRC/breast patients. Achieved with a 4.5mg dose of AVA6103 I.e. their tumours are not seeing progression Cohort 4 Began began ~mid August Dosing 6.8mg. Just below the Enhertu equivalent. Cohort 4 has completed enrolment as of 23 October. Enrollment is ongoing in both arms of the study. 8 months into trial end of November. It is quite clear AVA6103 is working. In human. Funded well into May 2027. That’s ~7 months of funding after a 68p fundraise which saw the directors take £660k. Cohort 5 (current cohort) projected to match the absolute dose of Enhertu. Q2W scanned every 8 weeks. Q3W scanned every 6 weeks. Couple of biopsies up their sleeves. They know exactly what this drug is doing 7.5 months into trial. The amount of ‘ hot takes’ I’ve read which are concerned about “funding into May when AVA6103 efficacy is not due to H1 2027” demonstrates enormous naivety. For two reasons: (1) the trial is flying, you’ll see efficacy early H1 2027 at this rate; (2) the efficacy data (as a package) for AVA6103 is actually irrelevant for the assets AVCT is seeking to deal on: a 3rd party warhead; AVA6000; AVA6207. Yes, the AVA6103 data supports the negotiations but they are not dealing on AVA6103. Proving AVA6103 is working (to the extent the tech can transfer to a third party warhead) was done when they RNS’ed preCISION was proven. Partners will receive this data under NDA on a constant basis. Far more important are the commercials of those deals, which improve as the AVA6103 data grows. That is to say the 6103 data *supports* the value discussion, rather than being the arbiter of any deal(s). Crazy thought I know, but they have a strategy. X3 separate deal avenues to deal on before May 2027. Lots of noise. Little logic.

@RAH00084 Only 2-4 months until the wider market starts to perceive that #AVCT's AVA6103 could genuinely become a $20bn, $30bn, >$40bn per annum drug. The best selling oncology drug in history. That is, until the data for AVA6207 begin to emerge...!

#AVCT What's wrong with management putting their heads above the parapet and offering some reassurance? The science keeps progressing, yet we're back below 60p. Nobody expects confidential deals to be revealed, just clear communication. Surely that's not too much to ask?

We had this from #AVCT just 12 trading days ago. Probably one of the best presentations from @coughlin582. What else do you want them to say…? “We spoke to our two main contacts at Novartis last week and we’ll be meeting our main Roche contact tomorrow on a panel. We’re then in London speaking with OrbiMed, RA Capital & Novo the following week to discuss our NASDAQ dual listing in H1”?

Regardless of whether it was a determined seller or a short that has dragged #AVCT down in recent weeks, I think these numerous big prints at 55/56p mark the bottom of this mad selloff. I'm sure very many are watching closely (like me!) for any further big prints today, and are beginning to scale (more) in for a strong recovery from the current 9-month low share price. We had a £12m cash injection at a (then) discounted 68p less than 4 weeks ago. Cash runway extends to May next year, and gross debt is now a negligible <£10m. We're highly likely to see some form of partnership for the first Gen3 asset, AVA6207, before Christmas (given the ATRi reveal in 14 days' time); as well as another form of partnership for AVA6000 - in my view again before Christmas - to fund it through the pivotal Phase 2 trial. Do they partner 6103 this early on? I would hope not, unless it's for a very narrow scope (a single indication in a single region) and for a monster upfront cash sum ($100m+). Despite what the SP currently portrays, Avacta continues to make gargantuan strides. But we continue to suffer from a surreal blend of PTSD (caused by dramatic volatility over the past six years), and a case of a too-good-to-be-true story. And, of course, overleveraged players getting spanked every few months by the aforementioned volatility! Ignore the noise and volatility, and appreciate that Avacta is doing remarkanble work in the battle against cancer. A multi-billion-$ for shareholders is, in my eyes, more likely than ever before.

BBN, I really don’t think it’s about Avacta taking too little cash in the raise. Rather, I’m 95% sure it’s about overly leveraged #AVCT longs - prior to this week - thinking it’d never drop to 66/67 ever again, and being margin called today. Hopefully that’s the margin calls wiped out and we see a big bounce tomorrow. 6103 news from a few weeks ago was genuinely transformational for the company, and we’re now trading >10p below the level at which said news was released. Madness. I didn’t take part in the placing but I will be adding down here!

Watch episode 16 of our R&amp;D Spotlight series, where Avacta Chief Executive Officer @coughlin582 takes a deep dive into the AVA6103 data presented at ESMO 2026. #AVCT

Buying #AVCT on a pump &amp; it's soaring feels great - but you are exit liquidity. That is the moment of highest risk, yet it feels so safe. Selling now: you're ENTRY liquidity. There's a FIGHT for your shares. Somebody knows what's coming. An 8x from £1, is now 15x from here.

Wouldn’t it be great to know how #AVCT actually ends? So many possibilities.