Avacta, Aston Martin, Formula 1
Joined July 2018
- Tweets 1,437
- Following 1,726
- Followers 587
- Likes 7,984
109 Photos and videos
AM23 retweeted
Jun 13
Ava6103 is able to tune the turnover rate of its FAP substrate. Many perhaps don't appreciate that they have slowed down the reaction by the order of 10^6 times. From milliseconds to around 12 hours. What would be expected to take 3-5 years done in 6 months. #avct
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#AVCT has mistakenly titled a shareholder presentation “Avacta meets Novartis” on two occasions now.
At the 2025 AGM the CEO said
“The other company that is probably leveraging FAP or loves FAP the most, second to Avacta is Novartis.”
Not sure it can get more obvious….!
🤦🏻♂️
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AM23 retweeted
Jun 3
Great post.
Just to tie in with your point 5, the AVA6103 trial is focused on cancers with significant unmet need.
Dr Alex Spira singled out pancreatic cancer, gastroesophageal junction cancer and colorectal cancer:
“We’ve really been devoid of new drug development.”
His closing remarks perhaps summed up his view of AVA6103:
“It’s novel compared to whatever else we’ve done, and it really focuses on some of the issues that really need to be overcome, both on drug delivery and toxicity.”
“So really excited.”
#AVCT
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Avacta #AVCT has a very bright future.
In recent weeks they have openly compared AVA6103 preclinical data to Enhertu and Datroway both multi billion $ drugs only weeks into the actual human trial.....That is how you poke a bear!
There is a long list of positive news items coming up fast. In no particular order.
1. SGC Fast Track approval & PFS data
2. SGC commercial deal
3. First ever data on TNBC for AVA6000
4. Full AVA6000 deal
5. SAB - Representation for specialists for all the 6 indications in the AVA6103 trial
6. New Chairman
7. AVA6207 - Dual warhead deals - Multiple possible
8. Peer reviewed data
9. 5 new sites expected for AVA6103 trial just in P1A (up to 17 more to support the next stage also)
10. Bio International conference later this month.
All of these in the coming weeks are possible. It will change this company forever. Deals Deals Deals are on the menu.
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Congratulations to Richard Hughes on his appointment as Chair of #AVCT.
@TVR5AVCT looks forward to a transformative H2 under his chairmanship.
We wish Shaun Chilton all the best for the future.
Avacta today announces that Richard Hughes, one of Avacta’s non-executive Directors, will become non-executive Chairman of Avacta following the Annual General Meeting (AGM) on June 22, 2026. avacta.com/board-director-ch… #AVCT
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AM23 retweeted
May 28
If Avacta's preCISION technology reaches 90% of solid tumours, around three quarters have no available targeted ADC treatment. Recent comparisons with Enhertu are a benchmark not a threat. preCISION drugs could treat millions without taking a single patient from them. #avct
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May 22
What companies would you like to see interviewed during #ASCO26 on @BiotechTV?
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“Agreement on dose selection for subsequent trials” suggests #AVCT has agreed the Phase 2 AVA6000 trial design with the FDA. I.e. Project Optimus.
We have been told the 6000 will not extend beyond Phase 1b without a partner.
But have we been told they have confirmed AVA6000 trial design with FDA before today? If so, that passed me by
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New added to the clinical trials site for #AVCT in Michigan.
START Midwest is a new facility group also.
Ronan Pleass in charge.
You don't do this is AVA6103 is not performing...
That is now 3 out of 8 sites for P1A online....more to come here. Science day said 8 would support P1A and up to 20 for the next stage!
clinicaltrials.gov/study/NCT…
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AM23 retweeted
🇲🇦
Wholly consistent re deal ✴️✴️✴️✴️✴️
🇮🇪
Bloody Nora ✴️✴️✴️✴️✴️
🇹🇹
Mighty big ✴️✴️✴️✴️✴️
May 15
#PRD
Some thoughts on todays RNS. Looks very value accretive to me.
gray-antonetta-3.tiiny.site/
@PredatorOilGas @FlagstaffIR @Share_Talk @Blowster85 @GrahamHengland @mgrahamwood @AM231982 @RAH00084
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Another outstanding Science day delivered yesterday by #AVCT to a full house of investors.
It has never been clearer that the transformational science, IP, optionality and value of the Precision platform continues to dwarf what most people can comprehend.
Focusing on a particular trial means you can easily get blinded by the lights and ignore the huge number of possibilities created by the technology which is the very foundation.
For perspective the entire ADC market was formally put on notice yesterday (again). The checkmate play has started. For all the positives ADCs have bought patients for over a decade its issues are still toxicity, tumour targeting and getting enough warhead to the tumour. The simplicity of FAP enabled Precision drugs solves all these issues in some way.
Both Enhertu and Datroway were formally compared to AVA6103 preclinical findings and got slaughtered. Blockbuster drugs generating billions today got slaughtered under that analysis! This will be peer reviewed. Replicate this in humans and the industry will wonder how little old Avacta has been hiding in plain sight for so long and hardly anyone knew!
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We heard the science team talk detail for 2.5 hours. The confidence and belief they have is amazing. No ambiguity just facts represented by data, charts and numbers and rationale explanation. It is telling there is a lack of challenge to the science which is so simple and yet so extraordinary.
Chris was exceptional, lead from the front as usual and left no doubt how excited the team is for making real change here. No more compromises on enduring awful toxicity just to be treated for cancer, that is no longer good enough at Avacta and they have the answers. At some point the game will be up as the science will be supported by irrefutable clinical evidence across indications with some of the highest unmet need.
It was made crystal clear that the scope of Precision is all cancers with FAP and that is 90% of all solid tumours. They can and will have drugs in time that will be suitable to address all these indications. The scale of the opportunity and the TAM is biblical. Although this is not new thinking about this again in the context of what we were told yesterday only confirms this is the expectation not just a pipe dream.
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Just when you thought that was it you hear about the dual warhead AVA6207 ambitions which will no doubt be crystallising into multiple commercial deals in due course. The optionality is astounding and you don't spend time talking about AVA6207 which uses exatecan and the same warhead being used in the AVA6103 trial unless it is working!!
Congratulations to all the team.
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AM23 retweeted
Apr 24
🔴 $PRD / #PRD — one of the most undervalued setups right now.
A £33M market cap company. A 6 TRILLION cubic foot gas asset in Morocco. A tier-one M&A agent already hired.
A hard licence deadline in November 2026.
Game. Set. Clock ticking. 🧵
The Guercif licence, Morocco 🇲🇦
→ 4,301 km² onshore
→ 5 biogenic gas zones already encountered
→ 2.5km from the Maghreb export pipeline
→ 6 TCF gross resource (P50 upside)
→ Geopolitically stable, EU-adjacent, energy-hungry market
For context: TotalEnergies' annual capex is ~$17bn. This asset is rounding error territory for the right buyer.
6 months ago CEO Paul Griffiths stopped talking about farm-outs.
He started talking about "crystallisation," "divestment," and "partnering for carry."
Then: tier-one M&A agent hired. Flexible well design completed. ITR with ONHYM in progress.
You design assets this way when you're packaging them for a buyer — not when you're just drilling for gas. 👀
📅 What's coming in the next few weeks:
✅ Annual Accounts (imminent) — watch the "Post Reporting Date" section
✅ Trinidad oil sales update — SC-3 drill by end June; targeting 1,000 bopd
✅ Morocco MOU-6 — key data for any transaction
✅ ITR publication — resource certification for acquirers
Trinidad alone at 1,000 bopd is worth ~4-6p/share. Current price: 4.1p.
Bear case Morocco deal: ~£100M → ~10p cash dividend alone (3x today's price)
Base case: ~£175M → ~18p cash royalty tail
Bull case: £500M → 18x total return
Who buys it? TAQA already has 35% of Morocco's electricity grid and just committed $14bn to new gas-fired capacity there. They need the gas.
Do your own research. But the asymmetry here is stark.
#PRD #oilandgas #Morocco #investing
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