Thread by @LittleGunner5

The realisation of what Avacta are achieving with AVA6K is great. Not everyone is there but hopefully with DE2 coming very soon, more will cotton on.

I still cant get over how the deal with LG Chem is overlooked though

#AVCT have 3 big IPs:
1. PreCision
2. Affimers
3. TMAC

1/7

If the preclinical data package is replicated in humans come the summer PK reveal (it will) and they have Biopsy results (they will) then that will prove the whole PreCision platform and not just AVA6K.

Number 1 (PreCision) ✅

#AVCT

2/7

LG Chem continue to make excellent progress, selecting a candidate to take into preclinicals with a view to getting IND at the end of this year. This could take Affimers into the clinic for the first time and into Humans for the first time, early next year!

#AVCT

3/7

If all goes to plan there, and affimers are proven to be safe in human =

Number 2. (Affimers in Humans) ✅

Which leads onto what number 1. and 2. added together provide...

3. TMAC! The holy grail.

#AVCT

4/7

TMAC is a tumour specific immunotherapy capable of destroying a cancer and teaching the body how to fight the cancer itself through immune response. A totally new drug and delivery system in a whole market of its own and a cancer holy grail.

#AVCT

5/7

So in summary, come the PK data in the summer #AVCT will have, as a minimum, a Doxorubicin replacement, worth $1.4b per year! More likely though will be that it proves PreCision, which opens up a replacement to all Chemotherapies in a market size of $60b+

6/7

If that isn't enough for a big fish to make a TO offer then the company will continue on, taking AVA6K & likely AVA3996 through the clinic via the NASDAQ whilst LG prove Affimers as safe in humans and as a replacement for Antibodies with a total market size of $110b!

#AVCT

7/7