RAH @RAH00084 Twitter profile

Last Seen Profiles

@BrittneyRa55264

@gentlelh83

@memarbs

@akaashmeeda

@_lhy

@fei_nerd

@Sinderella_SC

@ThirstyNara

@BabczenkoEwa

@ysy46261

@Jamey_Lamey

@BrittneyRa55264

@NeilWMcCabe2

@MarkSouthwell6

@hunterutley7

@ToddVousGuette

@_Real24_

@ln6794182259753

@cegif

@woniibon

@3kateyperry

@KeelanQuesty

@HelmshoreHFC

@TheCajunGourmet

@vino_batam

@FOX19Frank

@_namjoonboy

@LionOfUldah

@Burasto

@EstevanBears

@Naahsatan

@hyperkind

@gyozanized

@koralinadean

@jamescairney_

@sinetiquetas961

RAH

@RAH00084

8 months

Conscious I am probably (definitely) cluttering the #AVCT feed with this info on volume and L2. Will create a ‘circle’ to avoid that. If you want to be added let me know by liking this tweet.

7

3

439

RAH

@RAH00084

9 months

This morning’s #AVCT RNS was Andy Dufresne out of the sewer pipe and basking in the rain. No shortage of information to unpack, which should not be a surprise given AVCT is sat on 25 months of detailed data. Firstly, safety: An “excellent safety profile continues to be

19

32

221

RAH

@RAH00084

7 months

#AVCT is poised. Pharma is a hive of activity right now and we have a repeat, size buyer systematically taking stock, rendering Heights redundant. The climate is such that Point’s largest holder is now opposing the Eli Lilly deal as they believe it undervalues them:

6

21

175

RAH

@RAH00084

5 months

If you can’t see where #AVCT is headed after digesting the latest written Q&A, you never will. In summary: - yes, we’re already talking to the FDA about accelerated approval. Our P2 will be 80-100 patients. Big. And we’re still not worried about cash… why do you think that is?

3

21

156

RAH

@RAH00084

4 months

#AVCT The ubiquitous expression of FAP in cancer-associated fibroblasts (CAFs) across nearly all cancers paired with the low abundance in normal tissues, makes it a unique target for a wide variety of cancers such as breast, pancreatic, ovarian, STS… Roche want it but can’t

0

16

138

RAH

@RAH00084

7 months

#AVCT volume remains suggestive something is afoot: (1) II building a stake unbeknown to mgmt; (2) Pharma/II building a stake, known to mgmt; (3) Peel have done what STFL failed and found safe harbour for CLN stock. Whatever is driving it, it’s significant in size and can’t

7

20

136

RAH

@RAH00084

1 month

Over the coming days I suspect there’ll be a lot of new information greeting #AVCT shareholders in quick succession. Starting the process of transition usually begins with an RNS such as the one we saw yesterday morning. The AIM All Share Index is +11.26% over the past six

0

10

131

RAH

@RAH00084

7 months

@BobDibble8 The bar for #AVCT is low. It’s exactly why they will target a few sub types of STS when they (inevitably) apply for Accelerated Approval. In Oct 2016, the FDA approved Eli Lilly’s Lartruvo (olaratumab) for first-line treatment of STS Lartruvo caused (all grades): - Nausea in

7

17

127

RAH

@RAH00084

18 days

The more one thinks about the value destruction at #AVCT under Alastair Smith’s leadership the more frustrating it all becomes. To add insult to injury, it now transpires he believes us to be sat on ‘one of the best platforms in the world’ yet we trade at 52w lows. These were

20

9

128

RAH

@RAH00084

1 year

Pharma sits on record amounts of cash. Patent cliffs are a problem. Platforms unlock patent cliffs. If @avacta proves pre|CISION activates, the platform becomes immensely valuable. Simple as that. Roll on confirmation.

8

3

125

RAH

@RAH00084

7 months

#AVCT How on earth does this tweet have 3 likes?! Remarkable! “Don’t feel the need to run P1b” - imagine the certainty required to (not) do that. “Most of our work is new in bioscience” -revolutionary solutions to 50 year old problems. “Precedent for early approval,

Sarah Stevens

@SarahJean191

7 months

Exciting times ahead for #AVCT following the meeting last week between Telegram members and Alastair Smith

11

35

282

4

12

113

RAH

@RAH00084

6 months

Don’t believe it works? Don’t buy the stock Don’t believe dosing doxorubicin x3 beyond its safe limits is novel? Don’t buy the stock Don’t believe the authority to dose a highly lethal anthracycline on a bi-weekly basis suggests an impeccable safety profile? Don’t buy the

8

5

115

RAH

@RAH00084

2 months

Easy to forget #AVCT was never meant to continue dose escalating, they were never meant to see deep, meaningful efficacious responses in a heavily pre-treated patient population. This ‘safety’ trial talks to efficacy because this heavily pre-treated, very sick, patient

2

17

112

RAH

@RAH00084

8 months

If you are seeing ‘significant tumour reduction’ in a stage 4/EoL STS patient what’s going to happen when you start dosing STS patients, bi-weekly, as a first line treatment…? Something is happening here. #AVCT

8

6

110

RAH

@RAH00084

6 months

Monday 4th Dec marks 77 days into Cohort 7. Monday 11th, 84 days. Thursday 14th, 87 days. Come Christmas, AVA6000 will have been in clinic for 867 days. To say #AVCT have all the data right now would be an understatement. Closer than close.

2

12

110

RAH

@RAH00084

7 months

Doxorubicin is a simple drug. PreCISION is a simple delivery mechanism. #AVCT will be given authority to skip P1b by the FDA. AVCT will be given authority to test AVA6000 at c.double the current recommend dose (if we assume they elect a bi-weekly dose at Cohort 4+ levels). By

3

11

108

RAH

@RAH00084

9 months

A lot to unpack again. Yesterday’s interview containing a feast of insight into #AVCT ’s plans. Firstly, efficacy: “the clearest efficacy signal we've got is in a soft tissue sarcoma patient who's had a very large reduction in the size of their tumor. But there's also signs of

7

15

108

RAH

@RAH00084

2 months

This is all #AVCT shareholders need: Q: Whilst appreciating commercial deals are complex and take time, could Avacta confirm whether it has a sufficient data set to partner preCISION now? If it doesn’t, what additional data is required to partner the substrate? A: 👇📹👀

5

16

107

RAH

@RAH00084

6 months

When do @novartis announce…? #AVCT

AW

@aw1321999

6 months

#AVCT 👀

0

8

66

3

8

106

RAH

@RAH00084

1 year

Well said. Nothing more to add. I expect a Q4 update. If it slips by a few days, so be it. On that note, I am signing off for Christmas. Be well and thanks to all for making the hashtag such a great place for sharing information. Rest up. For 2023 #AVCT will be electric.

Marty McFly

@Blueberrymgmnt

1 year

#AVCT Does not need any further cheerleading. The research has been done. Time is the only enemy here. Rationalise that with your investment case and all’s good. It’s quiet until it isn’t.

1

32

10

3

105

RAH

@RAH00084

1 year

#AVCT were on the National Library of Medicine database updating the record/entry for the leaving group on Jan 15. I.E. yesterday. Suffice to say there is lots of last minute working underway pending announcement.

RAH

@RAH00084

1 year

Then, on 07/01/23, the compound summary for 6000 was updated on the National Library of Medicine. Again, a pointless task unless AVA6000 is working in human. If you still don’t see it, you never will.

2

3

33

4

10

105

RAH

@RAH00084

1 year

Why did #AVCT …

1

11

105

RAH

@RAH00084

2 years

Message #1 : “It works. It is MUCH better tolerated. Will enable further treatment cycles.” Message #2 : “we’re moving onto TMAC” Message #3 : “we’re going to collaborate with pharma. Watch out Enhertu.” #AVCT goes vertical tomorrow. The CSO has just confirmed activation.

4

13

105

RAH

@RAH00084

1 year

“Chemotherapy without hair loss” There’s your front page headline. On every broadsheet across the globe. 166p. You’ll never see a greater disconnect on AIM. Replace the 1 with a 9. Double it. Double it again. You’re still not even close to what this platform is worth. #AVCT

3

11

103

RAH

@RAH00084

1 year

Imagine the follow up interview. #AVCT

5

15

103

RAH

@RAH00084

1 year

If you’re excited at 180p it may be wise to turn off your screen and forget your passwords given what’s coming. #AVCT

4

6

102

RAH

@RAH00084

6 months

@tom_the_bomb__ People do need to calm down. We have a working platform. The CEO and #AVCT Board turned down funds at 95p months ago (accelerate placing). Why? Because they knew then they had a working platform and thought it undervalued the company. If you don’t think the CEO knows *exactly*

3

8

102

RAH

@RAH00084

6 months

27 likes. Seriously…? @Novartis signposting they are targeting FAP (at their investor roadshow, yesterday). Or are we all just thinking they are content with Clovis and aren’t interested in #AVCT ’s preCISION? 😂

⛏🅾️Ⓜ️

@tom_the_bomb__

6 months

#AVCT is a perfect acquisition target for $NVS Presentation out yesterday: Novartis ❤️ FAP.

7

13

157

3

5

101

RAH

@RAH00084

2 months

#AVCT

1

9

101

RAH

@RAH00084

1 year

The #AVCT CEO would be a laughing stock if he penned that letter to the editor of @thetimes and had nothing of merit to take across the pond. He is sat on a unicorn and knows it. Unequivocal data.

2

9

99

RAH

@RAH00084

9 months

#AVCT

0

1

98

RAH

@RAH00084

7 months

Finally worked out how to set up a ‘community’ (thanks to @NicBasty ). To prevent cluttering the #AVCT feed, I’ll be limiting AVCT L2 commentary to said community going forward. If you would like to receive these tweets, the link is below:

8

5

97

RAH

@RAH00084

5 months

Never felt more confident about #AVCT than I do right now. Despite the share price bordering on farcical. CLN is paid this week. Last week was the low. We won’t be down here on the next conversion and we won’t repeat this cycle again. World-class head of R&D joining team;

4

5

98

RAH

@RAH00084

3 months

#AVCT ’s update needs no hyperbole. The company is priced at 52p, fully funded for two years, sat on 954 days of data, on which: Cohort 7 has been deemed ‘safe’ by the SDMC. That’s 385 mg/m2, which is approximately 3.5x the equivalent standard dose of doxorubicin. Zero

3

5

98

RAH

@RAH00084

7 months

+11% over 827 days of #AVCT ’s lead drug being in human. Meanwhile the Affimer, almost forgotten, goes from strength to strength.

Avacta

@avacta

7 months

Avacta's Principal Scientist Manuel Pinto today presented a poster 'Affimer® biotherapeutics: Next generation platform for cancer therapies' at the PEGS Europe 2023 conference. Read more, and download the poster, at:

2

34

191

2

12

98

RAH

@RAH00084

2 years

Remarkable. They might as well have added a 🚀 emoji. #AVCT

5

13

94

RAH

@RAH00084

2 years

New rule starting tonight. If you give the trolls airtime (I.e. interact) I’m afraid you’re going in the bin with them. Apologies in advance to those offended but if you can’t see their angle then I can’t place any value in your angle… #AVCT

4

0

93

RAH

@RAH00084

1 year

#AVCT won’t exist in 2024. There is simply no way a £410m company can hold onto this IP.

6

91

RAH

@RAH00084

6 months

I appreciate #AVCT SHs are hungry for the data but to give the company their credit, they are on time: data will indeed be presented in Q4. And not in the depths of December which is welcome. A detailed presentation by the CEO, CSO and Coughlin will follow. Shareholders will be

4

5

91

RAH

@RAH00084

6 months

Simon Bennett is the Ruud van Nistelrooy of #AVCT . All he has to do is stand in front of the open goal and tap it in.

Avacta

@avacta

6 months

Appointment of Simon Bennett as Chief Business Officer of the Therapeutics Division. #AVCT

4

41

187

5

1

90

RAH

@RAH00084

6 months

One decent #AVCT question in 15 minutes, but there’s your answer: “We will keep AVA6000 but we will get the platform into other developers’ hands.” A deal for the substrate follows this data. Zero doubts about that now.

7

3

90

RAH

@RAH00084

2 months

Now this is a change of pace. #AVCT

5

6

89

RAH

@RAH00084

6 months

Digesting the reaction to yesterday’s PK is even more absurd in the cold light of day. #AVCT has: - demonstrated unequivocally that preCISION works; - delivered Dox into the tumour in a highly specific way, sparing healthy tissue in the process, solving a 50 yr old problem in

7

10

89

RAH

@RAH00084

3 months

Common knowledge the #AVCT Board turned down a placing at 85p in June 2023 because they believed it undervalued the company. It was called ‘Accelerate’ and abandoned because of leaks, which led to the share price falling and the Board being cornered into accepting a lower price.

7

6

89

RAH

@RAH00084

7 months

All being well, the 2nd and 3rd patients of Cohort 7 exited their observation periods yesterday. That’s P1a complete assuming C7 ran to time. Expecting PK in early December and the start of the bi-weekly trial around about now… #AVCT

4

2

89

RAH

@RAH00084

8 months

Unless I’ve misunderstood a critical element of #AVCT : AVA6000 works. preCISION works. Lartruvo billed $562m sales per quarter before it was found to offer no real benefit over straight doxorubicin in STS patients. Pharma will pay x4 projected sales (7+ years away) for a

5

8

89

RAH

@RAH00084

8 months

Apparently the lse terminal overheated when it discovered chemotherapy without side effects was trading at 130 odd pence. #AVCT

1

2

88

RAH

@RAH00084

6 months

#AVCT 7 cohorts Few side effects End-of-life patients remaining on drug A working platform Another pro drug being prepared for clinic 10+ prodrugs in the pipeline A potential rival to ADCs Skipping Phase 1b Bi-weekly dosing arm to commence 847 days in clinic “Deal

1

7

89

RAH

@RAH00084

7 months

Great week all-in-all. Yesterday a storm in a tea cup. Today saw regularly buyers sub 140p. “Late November/early December” for PK release; we’re c.20 sessions from finding out exactly how well AVA6000 is performing. Markets back on front foot and #AVCT primed. Bon weekend.

3

2

88

RAH

@RAH00084

6 months

Holding #AVCT almost religiously over 30+ months only to sell days before PK is due, redefines stupidity. Of course the smart money is doing the opposite (which is why IG Index crossed the 3% threshold last week). But my, it’s so spectacularly thick, even the mince is insulted.

3

1

87

RAH

@RAH00084

7 months

The more I read the #AVCT TG notes back the clearer it is. “The further along we get in validating the platforms… the greater their confidence will be.” AS has previously said the efficacy signals have already “started those deal value discussions” (back in June). He then

RAH

@RAH00084

7 months

#AVCT How on earth does this tweet have 3 likes?! Remarkable! “Don’t feel the need to run P1b” - imagine the certainty required to (not) do that. “Most of our work is new in bioscience” -revolutionary solutions to 50 year old problems. “Precedent for early approval,

4

12

113

4

9

87

RAH

@RAH00084

7 months

You can take every analyst note available, you can compare the sales of every comparable historic drug, you can look at other biotechs. What you cannot replicate, nor measure, is the societal impact of chemotherapy without side effects with increased efficacy. #AVCT

2

4

86

RAH

@RAH00084

6 months

#AVCT ’s CEO has said the company needs to build up a base of data in order to make the AVA6000 v Dox comparison. I.e. why AVCT plan to introduce a straight Dox arm in the revised Phase 2 (registrational) study. Does anyone know whether there is precedent for companies sharing

2

6

86

RAH

@RAH00084

1 year

This time next week we will know whether AVA6000 activates in human. Not a scintilla of doubt that it does. See you next week. #AVCT

1

3

84

RAH

@RAH00084

5 months

I still can’t quite believe these posts on LinkedIn. When @Novartis eventually licenses preCISION from #AVCT , who is going to be surprised? @avacta , 28/12: “Avacta therefore plans to take AVA6000 into phase 2 and will then consider partnering this asset to take it to market

4

7

83

RAH

@RAH00084

7 months

Only 35p to get back to the pre-science day price of 185p set on 08/02. Since then, #AVCT has dosed a 5th, 6th and 7th cohort; confirmed the STS patient has seen a significant reduction in tumour volume, with further signs of activity observed in patients with cancers not

1

10

83

RAH

@RAH00084

10 months

#AVCT 721 days of trial data 30+ patients in P1a 80mg>120mg>160mg>200mg>250mg>310mg Efficacy now a P1b primary end point Multiple dosing schedules An impeccable safety profile such that clinicians are unable to tell whether a patient is on a highly lethal anthracycline 99p

0

6

83

RAH

@RAH00084

1 year

23rd Feb 2023 City Analysts ✅ Fund Managers ✅ Opinion leaders in Oncology ✅ “You are gathered here today to hear how AVA6000 doesn’t activate” No, clearly not. Rather, we have a working preCISION platform. 6000 PK data ‘early Jan’. Merry Christmas. See you in the NY!

3

11

83

RAH

@RAH00084

2 months

#AVCT 28/12: “Avacta therefore plans to take AVA6000 into phase 2 and will then consider partnering this asset to take it to market and to broaden its applications into other cancer indications. There is potential to partner AVA3996 or any other undisclosed pipeline assets at a

3

4

83

RAH

@RAH00084

8 months

Was surprised IG dropped the #AVCT margin back down (given the reason they increased it has only amplified: a working platform). I’d be even more surprised if it didn’t increase again shortly given the volume going through. Perfect storm incoming: licensing/funding mix > PK

4

5

83

RAH

@RAH00084

2 years

Confirmation all #AVCT shorts closed. Sensible. Onwards and upwards.

7

10

83

RAH

@RAH00084

2 years

“Hello, my name is Fiona McCloughlin, CSO of #AVCT . We’ve had our 1st preCISION candidate, AVA6000, in Phase 1a trials for 450+ days now. I’m here at this summit on ‘FAP: targeting the tumour micro environment’ to tell you it doesn’t actually activate.” No. Obviously not.

0

7

83

RAH

@RAH00084

11 months

And there, sat on slide 10, is the reason #AVCT were comfortable calling P1a an ‘efficacy study’. They’ve changed the primary end point of P1b to progression free survival. It’s a de facto P2 study now. It will measure efficacy as a PRIMARY end point. Old plan also attached.

RAH

@RAH00084

11 months

Now #AVCT have seen efficacy in several patients during P1a they are calling P1b an ‘efficacy study’. Remarkable when you consider the primary objective of P1a remains ‘safety’. Or at least, it was…

2

3

46

5

16

83

RAH

@RAH00084

12 days

Nice note to end the week on. 182p on implementation of Phase 2. I’d say that’s well wide of the market, but it’s a start. Good weekend, all. #AVCT

3

83

RAH

@RAH00084

1 year

w/thanks to EnergyShares. No doubt this will get lost in the celebratory pre-Xmas fog but a remarkable interview, worth a tweet. If you understand the nuance of #AVCT it’s hard not to get excited reading this. Looking forward to that *early* Jan update.

2

6

82

RAH

@RAH00084

10 months

Reata was bought for $7.3Bn last week. In 2022 Reata’s revenue was $2.21m. That is a tenth of the revenue #AVCT makes today. Current revenue does not matter to pharma. Future sales do.

9

8

83

RAH

@RAH00084

6 months

@Blueberrymgmnt #AVCT is in a peculiar place. Many on Fintwit don’t give it the time of day because it has ‘already run its race’ or they simply haven’t taken the time to understand the problem preCISION has solved. I don’t believe they think AVCT is anywhere near a deal or an accelerated

3

82

RAH

@RAH00084

13 days

“The Company remains on track for stated goals in H2” It’s working. Safely. Even when dosed fortnightly. Doesn’t get much clearer than that. #AVCT

1

5

82

RAH

@RAH00084

5 months

@MylesMcNulty Always interesting to read thoughts which have been internalised. Thanks for sharing. #AVCT is simply peerless in its opportunity. On Boxing Day. Astra Zeneca acquired Gracell for $1.2Bn. The transaction was all about GC012F. A complex cancer immunotherapy treatment that uses

6

81

RAH

@RAH00084

2 years

Tmw is 96d of C4. C3 ran for 64d. Trial has run for 480d; seen 3 dose escalations; and lost 12% since 1st dose. I can give 50+ reasons why it works. I can’t give you one which suggests it doesn’t. #AVCT RNS confirmation of activation within 10 trading days imo.

4

7

82

RAH

@RAH00084

6 months

“Not rocket science. That bit has has been done already” Head of Programme Innovation @Novartis On Friday, £750k+ traded hands across just 5 trades from 4.20pm… If you still haven’t figured out what’s happening at #AVCT , you never will. Q4 = Q4.

1

9

80

RAH

@RAH00084

2 years

Everyone was waiting for funding. #AVCT is now funded. Everyone was waiting for shorts to close. Half now closed. Everyone is waiting for confirmation it works. Banerji giving grass-cutting analogies around 6000’s targeted nature to press. Does the market really need more?

2

4

79

RAH

@RAH00084

6 months

“Don’t worry about it” Someone listened… #AVCT

5

6

80

RAH

@RAH00084

8 months

The platform works. Yet another daily reminder of the absolute absurdity of 0% movement over a 26 month period for #AVCT .

Avacta

@avacta

8 months

We will be in Boston next week to present positive new data at the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics. See you all there! #AVCT #cancerresearch #innovation #oncology

9

57

264

4

9

79

RAH

@RAH00084

2 years

@Cumulus51896691 @tom_the_bomb__ @BobDibble8 Interesting. A few months ago (pre latest DE) I had a little anxiety. Now I have zero. The only anxiety is waiting for everyone else to catch up and a sensible chance of success to be ascribed. My relaxation is best exemplified by EnergyShares on the #AVCT lse bb. 👇

3

11

78

RAH

@RAH00084

6 months

That’s as measured an RNS as you will find from a company which has harnessed one of the most powerful drugs in the world and solved a 50yr old problem. Pharma have attempted this specificity for 50 years. #AVCT has now - beyond doubt - achieved it. Whilst the efficacy for

2

7

78

RAH

@RAH00084

1 year

"Several patients remain on trial in different dose cohorts and continue to receive AVA6000 as their disease has not progressed." “Their disease has not progressed”. That’s it. That’s all you need. #AVCT will not be called @avacta in 2025.

1

3

78

RAH

@RAH00084

5 months

@BobDibble8 The market wants a deal inked. They simply don’t believe #AVCT is capable of landing it imho. The detail included in the Q&A is demonstrative of the fact AVCT realise SHs are understandably frustrated this is not over the line already. I think it’s imminent and I think the

3

2

77

RAH

@RAH00084

1 year

Change. Is. Coming. 💥 👏 @MylesMcNulty #AVCT

1

0

74

RAH

@RAH00084

2 years

That 48 hr hatchet job was pathetic. #AVCT is on the cusp of confirming mechanism of action for safe delivery of a 50+ year old anthracycline, which can cause instant death when dosed at 250mg. Dosing at 135mg equivalent and can’t locate a MTD. Think about that. Good weekend.

2

74

RAH

@RAH00084

2 years

There’s tons of information we can pore over (again, and again) but ultimately the principal investigator doesn’t turn up at HQ if your 415-day-old product is not working. In-human. That is all. #AVCT

2

1

75

RAH

@RAH00084

4 months

#AVCT sentiment seemingly a switch. Expecting a complete reversal here given the CLN’s dominance will shortly be over. Mgmt clearly intending on divesting Dx and excited by the potential for 3996 and AffyXell IPO. None of this is built into the SP. Bounce time.

1

3

75

RAH

@RAH00084

6 months

Hi @CapitalPmh Really looking forward to your interview with #AVCT . A few questions I’d love to hear answered: - what is happening with commercial deals? They referenced being in ‘deal value discussions’ back in June. - will there be a straight dox arm in Phase 2? If not,

5

0

75

RAH

@RAH00084

6 months

800 ✅ Look forward to utilising this #AVCT community over the coming weeks.

6

5

75

RAH

@RAH00084

9 months

Efficacy is known from 60 days+. Cohort 5 will have run for 154 days tomorrow. Cohort 6 for 76 days. There are people who continue to believe they will be able to buy confirmation of efficacy for close +15%. Looking forward to seeing that theory tested on the RNS. #AVCT

0

5

75

RAH

@RAH00084

6 months

The issue #AVCT bottom feeders face is picking the bottom at 8am, when the deal RNS lands at 7am, will prove very tricky. Working platform. Data beyond every expectation. Novartis hot for us (and FAP). Sense prevails. Simple as that. Good weekend all.

3

5

75

RAH

@RAH00084

1 year

Permission to escalate to 400mg. So they appear to think MTD will be found in C5 or C6 and, if not, they presumably go for the bazooka dose in C7. C5 - 250mg C6 - 300/350mg(?) C7 - 400mg Zero toxicity to date. #AVCT

1

9

73

RAH

@RAH00084

3 years

#AVCT

0

15

73

RAH

@RAH00084

9 months

#AVCT is sat on a platform which may change oncology. Priced for free. Invest enough time and your reward is certainty of conviction. If you haven’t, it’s just another equity on the Wild West of AIM. If you fall into the latter camp, do hang around. Expensive lesson incoming.

0

4

74

RAH

@RAH00084

1 year

With thanks to GMCC, I hadn’t noticed this material change to the #AVCT RNS footer. It first changed on the Science Day RNS (Dec 22). “TUMOUR TARGETING PLATFORM” vs (old: ‘targeted chemotherapy’) “CAN BE USED” vs (old: “is designed”) “REDUCE SIDE EFFECTS” vs (old: no mention)

4

7

74

RAH

@RAH00084

2 years

Take industry multiplier of 8.9x (lowest level in 2 years). Assume max dilution (300m). Apply £1.5Bn sales to AVA6000. NB: #AVCT estimated $1.5Bn sales across three indications in US & EU. I’m using £ for $ to account for additional indications and RoW. Ignores all other IP.

2

7

74

RAH

@RAH00084

2 years

If AVA6000 is Dox with fewer side effects it’s a billion £ drug. If AVA6000 is Dox without side effects, it’s a multi-billion £ drug. It really is that simple. The only snag is the majority do not believe #AVCT can have achieved what others have been attempting for decades.

4

6

73

RAH

@RAH00084

7 months

@MylesMcNulty @avacta Tomorrow marks 50 days into Cohort 7 (at least). The quickest Cohort to date (C3) took 64 days. 21st November is the earliest C7 can finish. Hence the CEO’s ‘late Nov/early Dec’ for PK, whether that includes C7 data or not. Good luck to those on the sidelines. #AVCT

2

6

74

RAH

@RAH00084

1 year

Why is #AVCT rising? (1) because there is a repetitive size buyer stake-building (2) because chemotherapy without side effects is not worth 180p (3) science day is 11 trading days away Surprised you’re surprised. SP should sit north of 400p (which is only a 10% CoS).

4

8

73

RAH

@RAH00084

1 year

Wonderful sense of calm amongst #AVCT shareholders persists. Driven by understanding the intrinsic value of what they own in pre|CISION. Nearly 22k views on the below suggests it is not just the 100 or so of us on Twitter watching this unfold.

RAH

@RAH00084

1 year

Why did #AVCT …

1

11

105

1

3

73

RAH

@RAH00084

1 year

At their peak #BOO and #FEVR were valued at over £5Bn both sat on AIM. Chemotherapy without side effects is far more exciting than polyester and quinine. Point being. Once you convince the market, appropriate valuations follow. #AVCT

1

4

72

RAH

@RAH00084

1 year

There’s ridiculous and then there’s #AVCT ’s sp. A genuinely mind-numbing misunderstanding of two simple phrases: “Unequivocal data” “Chemotherapy without side effects”

6

5

73

RAH

@RAH00084

7 months

If you got caught by a view devoid of reason and fuelled by a bit of jealously today how on earth are you going to cope with multi-billion competing Pharma bids? #AVCT has developed chemotherapy without side effects. It is not worth +12% since August 11, 2021. On any metric.

0

2

73

RAH

@RAH00084

1 year

#AVCT “I’m delighted to say doxorubicin is being released in the tumour tissue and at significant levels. Therapeutically relevant levels.” 6 biopsies/100% What do you expect happens once Dox is the TME? Do you think Dox shakes hands with the TME and agrees not to kill it?

3

5

72

RAH

@RAH00084

1 year

Finally, thanks to all those who have provided reams of research (especially @MylesMcNulty , whose note continues to be bedrock of @avacta analysis). Just the beginning of the journey but the foundations are in place for what I believe will result in a TO north of Immuno (£20Bn+).

4

2

71