@tom_the_bomb__ Avatar @tom_the_bomb__ ⛏🅾️Ⓜ️💣

⛏🅾️Ⓜ️💣 posts on X about novartis, in the, the first, target the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 23% finance 17% exchanges 4% cryptocurrencies 3% social networks 3% technology brands 3% countries 2% currencies 1%

Social topic influence novartis #40, in the 6%, the first 6%, target 5%, nasdaq 4%, market cap 4%, $xxxb 4%, to the 3%, have the 3%, $xb 3%

Top accounts mentioned or mentioned by @avacta @asininitybeyond @livinginthesurf @gilesgeddes @coughlin582 @tempusai @rah00084 @seandentbsc @andrewdigby3 @decscfc1990 @mitdp276671 @marketscreener1 @chrisjo35828676 @pjcrabb @slee7700 @claudeai @bigcheese88930 @arianacar58927 @ophidian18 @towlie1981

Top assets mentioned Novartis AG (NVS) XBANKING (XB) Tempus AI, Inc. (TEM) Eli Lilly and Company (LLY)

Top Social Posts

Top posts by engagements in the last [--] hours

"Some big changes in the last few weeks/months: Peel Hunt ➡ Panmure Liberum ➡ Thrust Strategic Communications ➡ ICR Healthcare ➡ Michelle Morrow (CSO) ➡ Simon Bennett (CBO) ➡ Strand Hanson Cohesion Bureau Francis Wilson (CSO) Exciting times. #AVCT #OnAMission"
X Link 2026-02-09T22:45Z [----] followers, [----] engagements

"BREAKING: Russia is considering moving back to the US Dollar as part of a wide-ranging economic partnership with President Trump per Bloomberg. The partnership would include: [--]. US and Russia working together on fossil fuels [--]. Joint investments in natural gas [--]. Offshore BREAKING: Russia is considering moving back to the US Dollar as part of a wide-ranging economic partnership with President Trump per Bloomberg. The partnership would include: [--]. US and Russia working together on fossil fuels [--]. Joint investments in natural gas [--]. Offshore"
X Link 2026-02-12T18:26Z [----] followers, [---] engagements

"#AVCT @avacta 2/2"
X Link 2026-02-14T19:57Z [----] followers, [----] engagements

"Takeda demonstrates interest in Exatecan ADC. Oct [--] [----] Takeda is paying $1.2B upfront (including a $100M equity stake) for rights outside Greater China to IBI363 and IBI343 (Exatecan ADC). Total deal value could reach $11.4B with milestones. #AVCT https://www.prnewswire.com/news-releases/innovent-biologics-announces-global-strategic-partnership-with-takeda-to-bring-innovents-next-gen-io-backbone-therapy-and-adc-molecules-to-the-global-market-302590770.html"
X Link 2025-11-06T12:04Z [----] followers, [----] engagements

"$18B-$45B is my target range based on these figures & seeing efficacy in AVA6103 in line (or better) than the preclinical. Avacta hope to see efficacy in the AVA6103 P1 trial too"
X Link 2026-01-25T08:38Z [----] followers, [---] engagements

"#AVCT @avacta should get some additional eyes on them via @Marketscreener1 linking them to the @TempusAI $TEM news feed"
X Link 2026-01-28T09:24Z [----] followers, [----] engagements

"https://investors.januxrx.com/investor-media/news/news-details/2026/Janux-Therapeutics-Announces-Collaboration-and-Exclusive-Worldwide-License-Agreement-with-Bristol-Myers-Squibb-to-Develop-a-Novel-Tumor-Activated-Therapeutic-for-Solid-Tumors/default.aspx https://investors.januxrx.com/investor-media/news/news-details/2026/Janux-Therapeutics-Announces-Collaboration-and-Exclusive-Worldwide-License-Agreement-with-Bristol-Myers-Squibb-to-Develop-a-Novel-Tumor-Activated-Therapeutic-for-Solid-Tumors/default.aspx"
X Link 2026-01-28T20:58Z [----] followers, [---] engagements

"@Livinginthesurf Im hoping they leave the Merck file name on the next presentation the put out 🤞"
X Link 2026-02-05T20:01Z [----] followers, [---] engagements

"#AVCT has a "unique industry-leading #technology platform". "Avactas first [--] medicines have the potential to impact over a million lives per year". With [---] years of clinical data on lead asset AVA6000 & AVA6103 entering Phase [--] in Feb/Mar this is no longer theoretical. 1/5"
X Link 2026-01-24T15:46Z [----] followers, [----] engagements

"If/when #AVCT land a couple of these on AVA6207 - we moon: $50M upfront ($800M total) on an Undisclosed early preclinical target. Janus to complete preclinical development up to IND. Janus is also a Phase 1B biotech"
X Link 2026-01-28T20:56Z [----] followers, [----] engagements

"The FDA has removed the max dosing limit of #AVCT's lead asset. Regulators are extremely conservative about touching it. Systemic exposure to free dox is now sufficiently controlled. [--] year delivery problem solved ✅ Platform validation ✅ 1/2 Avacta has published two key clinical updates to its faridoxorubicin (AVA6000) clinical program. https://t.co/PKaWzT8fLX #AVCT Avacta has published two key clinical updates to its faridoxorubicin (AVA6000) clinical program. https://t.co/PKaWzT8fLX #AVCT"
X Link 2026-02-03T09:14Z [----] followers, [----] engagements

"Discussions will shift from "that's a very interesting safer dox" to: "How far can this platform push payload delivery" Removing a max dose in Phase [--] almost never happens. #AVCT continues to rewrite the #oncology rule book. Big pharma will be ALL over this. 2/2"
X Link 2026-02-03T09:14Z [----] followers, [----] engagements

"$43B on $10bn revenue expectations. $21B on $4B revenue expectations. Against that backdrop the revenue potential of [----] and [----] alone implies significant upside before assigning any value to the wider unique industry-leading platform. #AVCT"
X Link 2026-02-04T06:40Z [----] followers, [----] engagements

"https://x.com/tom_the_bomb__/status/2015088769083318311 #AVCT has a "unique industry-leading #technology platform". "Avactas first [--] medicines have the potential to impact over a million lives per year". With [---] years of clinical data on lead asset AVA6000 & AVA6103 entering Phase [--] in Feb/Mar this is no longer theoretical. 1/5 https://t.co/BEPqVOq21D https://x.com/tom_the_bomb__/status/2015088769083318311 #AVCT has a "unique industry-leading #technology platform". "Avactas first [--] medicines have the potential to impact over a million lives per year". With [---] years of clinical data on lead"
X Link 2026-02-04T06:41Z [----] followers, [----] engagements

"RT @RAH00084: #AVCT is the first ever company to see a Phase [--] drug achieve removal of the cardiac dosing limit. External validation doesn"
X Link 2026-02-04T07:53Z [----] followers, [--] engagements

"@Chrisjo35828676 I get the sentiment 100% but Ive not held for all the last few years to sell up for 2.5B. Ensure theres multiple interested parties and theyll pay a fair price as per other deals happening. After all you dont sell industry leading tech for $XB. Not when its proven"
X Link 2026-02-04T18:40Z [----] followers, [---] engagements

"260M m'cap. #AVCT #AVCT @coughlin582: if theres an organ with a cancer we can address it https://t.co/vMksU9XqK1 #AVCT @coughlin582: if theres an organ with a cancer we can address it https://t.co/vMksU9XqK1"
X Link 2026-02-06T08:04Z [----] followers, [----] engagements

"This caught my eye. Very interesting. #AVCT We are delighted to announce the appointment of chemistryexpertFrancis Wilson as our new Chief Scientific Officer. The appointmentprovides further impetus toAvacta asweadvanceourinnovative tumor-targeted therapies to patients in need. https://t.co/lL68GmwgsF #AVCT https://t.co/A1l4gqXeo0 We are delighted to announce the appointment of chemistryexpertFrancis Wilson as our new Chief Scientific Officer. The appointmentprovides further impetus toAvacta asweadvanceourinnovative tumor-targeted therapies to patients in need. https://t.co/lL68GmwgsF #AVCT"
X Link 2026-02-09T07:33Z [----] followers, [----] engagements

"I thought this was a very interesting post that Cohesion Bureau recently shared on LinkedIn. Definitely worth a read and good to know we have them on board. #AVCT"
X Link 2026-02-10T13:14Z [----] followers, [----] engagements

"I should've highlighted "TARGETED INNOVATION BUYS' but hopefully it's clear from this that @avacta is positioned perfectly in 2026"
X Link 2026-02-10T13:17Z [----] followers, [---] engagements

"I also lost count on the number of employee's from Novartis Liking their posts"
X Link 2026-02-10T13:18Z [----] followers, [---] engagements

""Big pharma will pay up for assets that (1) solve a clear pipeline problem and (2) come with de-risked proprietary technology that can be reused". = #AVCT"
X Link 2026-02-10T13:24Z [----] followers, [----] engagements

"This is basically a checklist for what Avacta has been turning itself into over the last [--] months"
X Link 2026-02-10T14:03Z [----] followers, [---] engagements

"Strategic fit (IMO): [--]. AstraZeneca [--]. Merck [--]. Novartis [--]. Roche [--]. Pfizer"
X Link 2026-02-10T14:13Z [----] followers, [---] engagements

"@PJ_Crabb @SeanDentBsc @coughlin582 Hi Paul I do wonder whether their original intentions have changed since Hughes/Zeus came on board. [--]. Keep gathering data [--]. Get [----] into the clinic [--]. advance partner discussions & [--]. have the optionality to top up via Zeus. I cant see Nasdaq anymore either"
X Link 2026-02-13T06:57Z [----] followers, [--] engagements

"@gilesgeddes @slee7700 I wouldn't. Not with [---] years of clinical data. [--]. Sign [--] deals that don't impact Avacta's own pipeline with two different BP extending the runway into [----]. [--]. SP moons. [--]. Anticipation of [----] data continues to build. [--]. SP continues to climb. [--]. Raise 40M+ at 1XXp+"
X Link 2026-02-13T14:29Z [----] followers, [---] engagements

"I quite like @claudeai #AVCT @avacta 1/2"
X Link 2026-02-14T19:57Z [----] followers, [----] engagements

"Lots of NASDAQ mentions here. IMO its simply Avacta showing BP they have multiple levers they can pull if the price isnt right (yet). If #AVCT follow the standard playbook: [--] Deliver 1B efficacy. [--] Announce AA pathway. [--] Secure strategic partner(s). [--] Rerate 5-10x. [--] Then uplist and raise at a much higher valuation shareholders will do very well. Dilution at a 3B valuation is very different to dilution at 300M. Something no shareholder wants to see. I still think we get taken out once they have data on the Beast though. Not long now. [--] hour interview with CC published on YouTube this"
X Link 2025-12-05T18:48Z [----] followers, [----] engagements

"@BigCheese88930 @ariana_car58927 All I can do is report them each time. If you're able to as well that would be great. Cheers"
X Link 2025-12-07T21:03Z [----] followers, [--] engagements

"@asininitybeyond 👍 September 2023: 55M shares in issue Market cap: $690M $12.6 per share November 2025: 72M shares in issue Market cap: $6.78B $94.3 per share $0 revenue"
X Link 2025-12-09T07:58Z [----] followers, [----] engagements

"If Biotechs rarely follow a normal path the only constant is good tech leads to partnershipsorbuyouts what happens if you have groundbreaking tech #AVCT #Biotech #Buyout"
X Link 2025-12-10T08:08Z [----] followers, [----] engagements

"#AVCT AVA6103 could become one of @avacta most valuable assets. This is a 2nd gen preCISION exatecan PDC currently in IND enabling with first in human P1 planned for Q1 [----]. These are the likely target indications: Gastric cancer Triple negative breast cancer (TNBC) Small cell lung cancer (SCLC) Pancreatic ductal adenocarcinoma (PDAC) They are some of the largest deadliest and most treatment refractory solid tumours in #oncology. Across these [--] indications alone youre looking at well $100B+ of annual global market opportunity with huge unmet need and limited durable therapies. Exatecan is a"
X Link 2025-12-13T13:01Z [----] followers, [----] engagements

"Hello 👀 #AVCT Anyone notice the name of the presentation as taken off the Investor meet site (look top left.)#AVCT https://t.co/FkRvQkZfpo Anyone notice the name of the presentation as taken off the Investor meet site (look top left.)#AVCT https://t.co/FkRvQkZfpo"
X Link 2025-12-17T12:58Z [----] followers, [----] engagements

""Avacta meets Novartis: PreCISION single and dual warheads" #AVCT"
X Link 2025-12-17T13:00Z [----] followers, [----] engagements

"Importantly it was less than [--] months ago #AVCT announced AVA6207 (dual warhead). Avacta has likely had a recent platform level discussion with Novartis that included dual payloads IMO. #Bullish"
X Link 2025-12-17T13:51Z [----] followers, [----] engagements

"@Ophidian18 Hi O this is the PDF metadata title (the one mentioning Novartis) so I'm assuming the deck presented to Novartis was not the same one we're seeing today"
X Link 2025-12-17T14:05Z [----] followers, [---] engagements

"@AndrewDigby3 Yep it's been changed. Hopefully other BP will start to hear that Novartis is circling"
X Link 2025-12-17T15:12Z [----] followers, [---] engagements

"@AndrewDigby3 Shutting up shop. Who needs [--] brokers when youre about to be sold to Novartis for $20B+. #WeCanDream"
X Link 2025-12-18T07:43Z [----] followers, [---] engagements

"#AVCT is targeting some of the largest highest unmet need solid tumours. The number of people this could impact worldwide will be enormous. If AVA6103 translates into humans I can see why its been called 'The Beast'. Cervical: $9.2B SCLC: $2.8B Gastric: $7B Pancreatic: $5B A potentially safer more efficacious approach across a conservative $24B per year of addressable global sales (with clear scope for market expansion)"
X Link 2025-12-18T12:43Z [----] followers, [----] engagements

"@Decscfc1990 💯 @avacta has had ample opportunity to deliver value. Instead theyve fumbled along diluted and reduced the market cap. Clinical data = [---] years Bennet = [--] years @coughlin582 = [----] years -30% mcap destruction = [--] days"
X Link 2025-12-23T19:36Z [----] followers, [----] engagements

"2025 was definitely the year of the snake for #AVCT. Slow and frustrating but also lots of thinking positioning and planning. Thats what snake years are about. Adding on weakness even when conviction gets tested. Weve reached [----] - the year of the horse. This is the year patience turns into energy and momentum. By the time the investment proposition becomes obvious accumulation could become quite expensive. Whether you believe zodiac signs or not IMO [----] is likely to be the year where things come to a head. My new years resolution is to only listen to the official RNSs and not the deal is"
X Link 2026-01-01T09:53Z [----] followers, [----] engagements

"Genuine disruptor of ADCs for me. Im invested because of the tech. Always have been. That continues to improve as every day goes by. We also know that multiple BP are aware of Avacta. Including the Novartis slip up just before Christmas. Clinical data on a second asset AVA6103 is (1) when BP have clinical platform proof & (2) the numbers become appropriate for buyout discussions (IMO). Until then its over to the management to steer this in the right direction & ensure the next 6-9 months are executed perfectly. https://twitter.com/i/web/status/2006680703065288732"
X Link 2026-01-01T10:55Z [----] followers, [---] engagements

"@Towlie1981 @111BEN_111 Its now looking like [----] will take longer than management expected. I wouldnt be surprised if we see a 15M-20M top up via Zeus plus a license deal in Q1. Push the cash runway into [----]. Retain [----] [----] & [----] then sell up in Q4 with 1A & 1B [----] data & 1A [----] data"
X Link 2026-01-01T15:10Z [----] followers, [---] engagements

"#AVCT Companies that are developing FAP targeted therapies: Novartis ✅ AstraZeneca ✅ Eli Lilly ✅ @avacta ✅ Probably the top [--] most likely suitors. We know Avacta is having meetings with Novartis (see below). Im sure there are Avacta meets AstraZeneca and Avacta meets Eli Lilly decks in circulation too. A mention for #AVCT in a new LinkedIn post by Prof. Gorrell. https://t.co/jwonnxYmEg A mention for #AVCT in a new LinkedIn post by Prof. Gorrell. https://t.co/jwonnxYmEg"
X Link 2026-01-03T17:46Z [----] followers, [----] engagements

"#AVCT The most likely Novartis deal structure (ranked) according to @ChatGPTapp 🥇 #1 Most likely: Platform option deal using Novartis own pipeline warheads (PreCISION Novartis assets) This is the highest-probability outcome. Why This: Fits Novartis culture Minimises their external asset risk Maximises internal strategic value Aligns perfectly with the single and dual warheads framing What it looks like: Novartis selects one or more of their payloads Avacta applies PreCISION masking Initial option / research phase Full licence or platform expansion triggered by data This is how big pharmas"
X Link 2026-01-04T11:58Z [----] followers, [----] engagements

"Business update at 7am #AVCT @avacta"
X Link 2026-01-04T21:43Z [----] followers, [----] engagements

"HNY @asininitybeyond do you see Avacta dealing on [----] before [----] enters the clinic I would think they would want [----] clinical data before dealing on [----] given [----] uses Exatecan. For me the more likely in the short term is a deal (or two) on an asset(s) from a BPs pipeline. Avacta then retains 100% of their pipeline. https://twitter.com/i/web/status/2008141274012885243 https://twitter.com/i/web/status/2008141274012885243"
X Link 2026-01-05T11:39Z [----] followers, [---] engagements

""However I still struggle to see an outcome where BP looks at #AVCT + says yeah we will just stick with A6K for rare indications + not try to take the lot.3/3" 💯💯💯 [----] is a strong near-term asset (see below with $200M sales in 2-3 years). However the priority for BP will be ownership of the preCISION platform IP which preCISION-enables a huge range of payloads. AVA6000 sales ( only scaled market penetration): In [--] years: STS: $323m SGC: $1004m TNBC: $1034m ---- TOTAL: $2.36B ---- In [--] years: STS: $425m SGC: $1322m TNBC: $3337m ---- TOTAL: $5.08B ---- [----] is the year BP show their hand"
X Link 2026-01-05T12:30Z [----] followers, [----] engagements

"#AVCT previous Quarterly Updates: 31st March [----] 2nd July [----] 30th September (I assume the interims replaced the normal update) All very punctual. Exactly what we want to see. Today is 8th January. I would've expected an update either last week or at least by now given there's been [--] trading days since the end of the last quarter. And especially after the -33% sell off just before Christmas I thought they would be on it. Will it now come next week 12th onwards @avacta"
X Link 2026-01-08T11:36Z [----] followers, [----] engagements

"@jivetur88775834 Correct. They started doing it in [----] to improve investor communication and I assume to be more inline for US audiences"
X Link 2026-01-08T12:06Z [----] followers, [---] engagements

"Given we recently saw an unusually high number of deals will follow / deals Q1 type posts Id like to think a deal will land at the JPM conference. Especially when combined with Avacta informing us of their attendance. Novartis would make the most sense given the presentation. https://twitter.com/i/web/status/2009710847396856163 https://twitter.com/i/web/status/2009710847396856163"
X Link 2026-01-09T19:36Z [----] followers, [---] engagements

"#AVCT Daraxonrasib obtained breakthrough designation from the FDA. It went from a P1B to a registrational P2/3 trial which its currently in. Estimated sales across their total portfolio in 2035: $10B. AVA6000 is anticipated to achieve $5B by the same year according to Peel Hunt (see screenshots below). AVA6103 enters the clinic this quarter. https://twitter.com/i/web/status/2009904543098683649 https://twitter.com/i/web/status/2009904543098683649"
X Link 2026-01-10T08:25Z [----] followers, [----] engagements

"@mskirstywirsty @SeanDentBsc STS remains in 1B but Avactas focus has shifted to SGC due to there being no standard of care options"
X Link 2026-01-10T12:56Z [----] followers, [---] engagements

"#AVCT I agree - theres no point trying to join the dots anymore. However comments in interviews and presentations such as a possible pathway inhibitor deal (March 2025) or the preliminary P1B update (Dec 2025) would provide clarity on accelerated approval pathways & the potential commercial value for programme & the platform etc. it raises expectations and then when this doesnt materialise it results in higher volatility. I assume this type of things will put off new investors but attract short term traders too. If we put comments from presentations interviews and Q&As aside the below is what"
X Link 2026-01-11T09:17Z [----] followers, [----] engagements

"#AVCT has collaborated with @TempusAI Lens to establish the market opportunities for their preCISION medicines. @avacta's first two assets AVA6000 and AVA6103 will potentially impact 1+ million patients per year. This excludes the opportunities that [----] + [----] bring. 1/2 $TEM Tempus Lens is quietly becoming one of the most powerful real-world oncology research engines in the market. At the American Society of Hematology meeting in December [----] Tempus showcased internal research built directly on its Lens platform highlighting how aggregated https://t.co/8hYurIF6Pj $TEM Tempus Lens is"
X Link 2026-01-12T09:14Z [----] followers, [----] engagements

"6K will enter Phase [--] this year. [----] enters Phase [--] this quarter. The platform has been confirmed to work as designed. Apply a conservative price per patient ($100K+) and we can see that the eventual owner of preCISION could generate $XXXB per year. #AVCT m'cap: 250M. 2/2"
X Link 2026-01-12T09:14Z [----] followers, [----] engagements

"A reminder from broker: assuming positive data from the expansion studies we expect #AVCT will be in a position to out-licence FAP-Dox A partner could also accelerate the development of FAP-Dox in sarcoma & would likely take over the costs of SGC development"
X Link 2026-01-12T11:56Z [----] followers, [----] engagements

"@TheLongInvest Check out @avacta then. $340M Mcap. Their first two drugs are targeting [--] million patients per year via their preCISION peptide drug conjugate platform. $XXXB revenue generation. Expecting them to be taken out by someone like Novartis Pfizer AstraZeneca or Lilly. DYOR"
X Link 2026-01-12T20:21Z [----] followers, [----] engagements

"@asininitybeyond If they start dosing Feb/Mar then June onwards could be interesting. Given their broker Peel has estimated 6K could be generating $5B in [--] years I do wonder if partnership discussions will naturally advance to company acquisition. #AVCT isnt in SF for the clam chowder"
X Link 2026-01-13T07:58Z [----] followers, [----] engagements

"@asininitybeyond 👍 [--] years ago. In black and white. #AVCT couldve stopped clinical work signed multiple licensed deals and lived off royalties"
X Link 2026-01-13T09:17Z [----] followers, [----] engagements

"#AVCTs preCISION platform definitely ✅ the box as a strategic opportunity. Merck CEO Rob Davis expressed high confidence during the companys J.P. Morgan presentation on Monday revealing that the company is open to deals in the range of multi tens of billions of dollars. #JPM26 #pharma #biospace https://t.co/PHDj57SNbN Merck CEO Rob Davis expressed high confidence during the companys J.P. Morgan presentation on Monday revealing that the company is open to deals in the range of multi tens of billions of dollars. #JPM26 #pharma #biospace https://t.co/PHDj57SNbN"
X Link 2026-01-13T19:37Z [----] followers, [----] engagements

"@Livinginthesurf Hi when did they confirm submission in December and [--] day review Sorry but not seen any of this. Thanks"
X Link 2026-01-13T19:52Z [----] followers, [----] engagements

"@Livinginthesurf Imagine if theyd stuck to their commitment of a quarterly update. Landing that on 5th January wouldve helped stop the rot & kept the trolls away"
X Link 2026-01-13T20:17Z [----] followers, [---] engagements

"@Decscfc1990 @Livinginthesurf For me it wasnt what they couldve said it was: [--]. Keeping to their commitment of quarterly updates. [--]. Showing some awareness & consideration after investors took a 33% hit just before Christmas. AIM hates uncertainty. Avacta couldve started [----] strong"
X Link 2026-01-13T21:55Z [----] followers, [---] engagements

"WTF - green I've missed you. #AVCT"
X Link 2026-01-14T13:07Z [----] followers, [----] engagements

"#AVCT @avacta #AVA6103 #JPM2026: Tempus Founder and CEO @lefkofsky joined @Bloomberg's @kgreifeld to discuss how AI can transform healthcare at scale. "Were at this really interesting moment in time when companies like ours have amassed huge amounts of data. We have distribution by virtue of the #JPM2026: Tempus Founder and CEO @lefkofsky joined @Bloomberg's @kgreifeld to discuss how AI can transform healthcare at scale. "Were at this really interesting moment in time when companies like ours have amassed huge amounts of data. We have distribution by virtue of the"
X Link 2026-01-14T22:56Z [----] followers, [----] engagements

"@Jenkoool Importantly #AVCT can deal right now. We're in the middle of the [----] deal window according to @avacta. Their broker has confirmed ongoing 6K discussions + "significant" interest in [----] + "multiple" discussions on the tech. [----] is the year something happens commercially"
X Link 2026-01-16T13:27Z [----] followers, [----] engagements

"@MITDP276671 This isnt a reset. The platform "works as designed". It's been clinically validated with [---] years of data. [----] adds significant additional value. One of the biggest risks was/is a T/O before [----] data. It's getting close hence the arrival of Strand Hanson today. #AVCT"
X Link 2026-01-20T13:55Z [----] followers, [----] engagements

"@MITDP276671 Ultimately clinical data on [----] (Pancreatic Gastric Cervical & SCLC) will add billions to the auction"
X Link 2026-01-20T14:09Z [----] followers, [---] engagements

"@baroninvestment For me #AVCT @avacta sat with a 235M Mcap in a $XXXB industry"
X Link 2026-01-20T19:54Z [----] followers, [----] engagements

"The beast has awoken. IND clearance secured. AVA6103 enters the clinic. Time to rewrite history. #AVCT #Oncology Avacta is pleased to announce U.S. FDA clearance of the IND application for the Companys second program FAP-Exd (AVA6103) the first preCISION peptide drug conjugate based on the highly potent topoisomerase I inhibitor exatecan. https://t.co/FDCFSO7FG1 #AVCT Avacta is pleased to announce U.S. FDA clearance of the IND application for the Companys second program FAP-Exd (AVA6103) the first preCISION peptide drug conjugate based on the highly potent topoisomerase I inhibitor exatecan."
X Link 2026-01-21T08:14Z [----] followers, [----] engagements

"@gilesgeddes "Multiple updates" on AVA6000 including SGC & TNBC between now & June. More detail on AVA6103 including dosing levels & trial sites. First dosing RNS for AVA6103 in Feb Plus multiple deal options that could land in H1. Squeaky bum More like - all in hand"
X Link 2026-01-22T14:43Z [----] followers, [---] engagements

"AVA6000 is expected to be priced inline with many other #oncology drugs ($175K per patient). Assuming similar economics for [----] and 10-20% penetration of the eligible population this implies $17.5B-$35B annual revenue across the first [--] assets. #AVCT #NASDAQ #Biotech 2/5"
X Link 2026-01-24T15:46Z [----] followers, [----] engagements

"#AVCT #Pharma typically moves once Phase 1/2 data de-risks (1) efficacy (2) safety and (3) differentiation. preCISION enables existing cytotoxic payloads to be delivered selectively to tumours addressing one of oncology's biggest issues = toxicity. #Oncology 4/5"
X Link 2026-01-24T15:46Z [----] followers, [----] engagements

"#AVCT Acquisitions are often priced on risk adjusted peak sales [--] [--] [--] [--] [--] years out. For de-risked Phase 1/2 #oncology: 3-6x peak sales is common. 10x+ is achievable for best-in-class platforms. UK #AIM may continue to shrug. Pharma rarely does. 5/5"
X Link 2026-01-24T15:46Z [----] followers, [----] engagements

"@rugby7170 Its how adoption works. These are just assumptions based on Peels estimations plus other examples. Even transformational cancer drugs ramp gradually because indications are approved one by one staged rollouts etc I think keytruda took about 7-8 years despite being a beast"
X Link 2026-01-24T16:24Z [----] followers, [---] engagements

"@BenGrahamStocks @GreatlandGold Truly amazing isnt it. A 133m intercept that came back with 7g/t gold FROM 1449m. So we are getting high grades down to 1582m & were still open at depth. Thats [----] Eiffel towers on top of each other"
X Link 2021-09-09T20:59Z [----] followers, [--] engagements

"@Bramosh7 @RAH00084 @asininitybeyond Plus a few others including Roche Pfizer BMS and Merck: 2025/26: Perjeta Roche (Breast) Kadcyla Roche (Breast) 2027: Ibrance Pfizer (Breast) 2028/39: Keytruda Merck (Multiple) $25B+ rev Opdivo BMS (Multiple) $10B rev"
X Link 2026-01-21T10:34Z [----] followers, [----] engagements

"@asininitybeyond Their broker previously said the below: "A partner could also accelerate the development of FAP-Dox in sarcoma and would likely take over the costs of salivary gland cancer development." So I wouldn't be surprised if a partner does contribute to the clinical costs. #AVCT"
X Link 2026-01-26T15:57Z [----] followers, [----] engagements

"If theres an organ with a cancer - we can address it. @avacta CEO #AVCT #Oncology"
X Link 2026-01-28T08:14Z [----] followers, [----] engagements

"Morgan Stanley and UBS added between 10th October [----] and 19th January [----]. Morgan Stanley = +2164019 shares UBS = +2009457 #AVCT"
X Link 2026-01-29T14:24Z [----] followers, [----] engagements

"When a company is trying to monetise a platform (not a single asset) the first deal matters disproportionately. Over the last 2+ years #AVCT has expanded their focus at pace: Multiple payloads Next gen assets Combination strategy 1/2"
X Link 2026-01-29T22:29Z [----] followers, [----] engagements

"The job of the first deal isnt to achieve max value its 3rd party validation. No deal yet doesnt worry me. It suggests #AVCT believe theyre approaching the point where validation arrives on their terms. After all they are the co with the industry-leading platform. 2/2"
X Link 2026-01-29T22:29Z [----] followers, [----] engagements

"@stuartw6040 Fair enough. I was just interested to see what figures that would come out at bearing in mind H&P will be informing the market of a new target price soon. 'The broker also increased its gold price assumption to US$1950 per ounce from US$1700oz.' https://www.proactiveinvestors.co.uk/companies/news/927053/greatland-gold-price-target-raised-38-by-broker-hannam-after-havieron-progress-927053.html https://www.proactiveinvestors.co.uk/companies/news/927053/greatland-gold-price-target-raised-38-by-broker-hannam-after-havieron-progress-927053.html"
X Link 2020-11-03T09:32Z [----] followers, [--] engagements

"#AVCT is a perfect acquisition target for $NVS Presentation out yesterday: Novartis ❤ FAP. https://www.novartis.com/sites/novartiscom/files/novartis-investors-r-d-day-2023.pdf https://www.novartis.com/sites/novartiscom/files/novartis-investors-r-d-day-2023.pdf"
X Link 2023-11-29T18:25Z [----] followers, 19.8K engagements

"@asininitybeyond Worth looking at PetiDream. Theyve been working with Novartis for a few years. Lilly & Merck agreed a deal with them last year. Novartis agreed another a few weeks ago. PDCs are definitely hot property right now. Big $$$. The timing of preCISION couldnt be any better"
X Link 2024-05-21T21:29Z [----] followers, [---] engagements

"@asininitybeyond For me Lilly Novartis and Merck will likely be three of the major players interested in #AVCT. Note Novartis terminated the trial with Peptidream in December: https://patrickwareing.com/news/novartis-ends-phase-1-radiopharma-trial-solve-therapeutics-pursues-75m-round/ https://www.fiercepharma.com/pharma/lilly-merck-double-down-peptide-targeted-drug-delivery-betting-billions-biobucks-peptidream https://www.fiercebiotech.com/biotech/novartis-pays-peptidream-180m-radiopharma-big-bang-continues"
X Link 2025-04-25T10:15Z [----] followers, [----] engagements

"Gilead signs $750M license deal. $85M upfront. Kymera expects KT-485 to "enter the clinic next year". This comes after Kymera signed an LD with Sanofi who committed $85M upfront ($975M total) for assets "not started clinical development". #AVCT https://www.reuters.com/business/healthcare-pharmaceuticals/gilead-signs-up-750-million-cancer-drug-deal-with-kymera-therapeutics-2025-06-25/ https://www.reuters.com/business/healthcare-pharmaceuticals/gilead-signs-up-750-million-cancer-drug-deal-with-kymera-therapeutics-2025-06-25/"
X Link 2025-06-25T14:02Z [----] followers, [----] engagements

"We have to start with what [----] is worth. We may as well use the peel hunt figures for STS SGC and TNBC in only: Year 5: STS: $323M SGC: $1004M TNBC: $1034M = $2.36B Year 9: STS: $425m SGC: $1322M TNBC: $3337M = $5.08B Thats one drug one geography and zero credit for: Pricing uplift Label expansion into ovarian cancer Combination therapy Excluding non- markets Lifecycle extensions No FDA ODD Platform optionality Etc. BP typically pays 5-10x peak sales for a late stage asset with clear differentiation. [----] is projecting $5B peak sales for [--] indications (exc the larger HER2+ & HER+"
X Link 2025-12-09T21:32Z [----] followers, [---] engagements

"@Livinginthesurf Good to see Novartis deem the $12B Avidity Biosciences acquisition as a "value-creating bolt-on""
X Link 2026-01-13T12:56Z [----] followers, [---] engagements

"The pace and tone has changed re AVA6103. The Jan Trading Update was the first time #AVCT explicitly referenced the potential partnering of [----]. As of September [----] it was framed as general platform interest. I suspect the dynamic has shifted on the Beast. Exciting times"
X Link 2026-01-31T12:40Z [----] followers, [----] engagements

"This deal in [----] still remains the benchmark for me. Could someone like Lilly Novartis Pfizer GSK or AstraZeneca achieve $4B sales in [--] years if they owned 100% of preCISION a patented tech that delivers drugs to the TME spares healthy tissues & boosts efficacy #AVCT"
X Link 2024-09-07T20:17Z [----] followers, 15.3K engagements

"AVA6000 sales ( only scaled market penetration): In [--] years: STS: $323m SGC: $1004m TNBC: $1034m ---- TOTAL: $2.36B ---- In [--] years: STS: $425m SGC: $1322m TNBC: $3337m ---- TOTAL: $5.08B ---- #AVCT"
X Link 2025-11-28T09:45Z [----] followers, 11K engagements

"@asininitybeyond $XB deals landing on a daily basis. I believe that #AVCT will eventually land a very large deal considering they have something as globally significant as preCISION - (We can take almost any cancer drug and stick our peptide on it")"
X Link 2025-05-30T16:24Z [----] followers, [----] engagements

"Kymera TX [----] revenue: $42K Market cap: $3B Share price Oct [--] - June 25: $800M $3B Pipeline image below. This is where @avacta should be as a minimum ($3B) once they [--] or [--] license deals given (1) the TAM & (2) [----] years of clinical data. #AVCT"
X Link 2025-06-25T14:08Z [----] followers, [----] engagements

"@avacta preCISION concept has been proven in the clinic ✅ Kymera [--] signed preclinical deals worth $XB ($XXM upfront). AVA6K (3.75 clinical data) P1B: SGC TNBC & STS. AVA6103 (To start in 7-8 months) P1A: GC cervical SCLC PDAC (TBC) It's now appropriate for #AVCT to partner up"
X Link 2025-06-25T14:30Z [----] followers, [----] engagements

"industry-leading technology platform preCISION Industry: $XXXB Market cap: $329M One of the largest disconnects ever seen. #AVCT #NASDAQ #Stocks #Biotech Avacta has published a trading update for the year ended December [--] [----]. https://t.co/VWrZNSB1Y7 #AVCT Avacta has published a trading update for the year ended December [--] [----]. https://t.co/VWrZNSB1Y7 #AVCT"
X Link 2026-01-20T07:15Z [----] followers, [----] engagements

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