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[@tom_the_bomb__](/creator/twitter/tom_the_bomb__)
"@paddygall1 @shaun_day_ @GreatlandGold 8500oz per vertical metre"  
[X Link](https://x.com/tom_the_bomb__/status/1410887534935224323) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2021-07-02T09:06Z 3306 followers, XX engagements


""FAP-Dox and FAP-EXd are only the tip of the preCISION iceberg" Under the surface: "preCISION molecules in stages of preclinical testing and prep work for the clinic. Multiple therapeutic classes (n10)" Likely 11-15+ molecules across multiple therapeutic classes. #AVCT"  
[X Link](https://x.com/tom_the_bomb__/status/1977700069257183459) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-13T11:36Z 3305 followers, 2513 engagements


"Boehringer Ingelheim advances ADC portfolio with an Exatecan-based ADC (AMB304) from AimedBio worth up to $991M. AMB304 is a preclinical asset. AimedBio have one asset in Phase X. #AVCT"  
[X Link](https://x.com/tom_the_bomb__/status/1978503158197363003) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-15T16:48Z 3311 followers, 3779 engagements


"@SeanDentBsc @TragedyCalls So which will it be. Partnerships then a buyout makes the most sense (and definitely my preference before 6103 data)"  
[X Link](https://x.com/tom_the_bomb__/status/1978791015096971716) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-16T11:51Z 3306 followers, XXX engagements


"@DividendTalks Have read up on #MKA @MkangoResources. Significantly undervalued versus peers. Current market cap: $282M. Im targeting 10x from this level over the next 24-36 months. #RareEarths DYOR"  
[X Link](https://x.com/tom_the_bomb__/status/1978557785127219229) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-15T20:25Z 3316 followers, 4592 engagements


""FAP-EXd is on track to enter clinical development in Q1 2026 and is generating interest from a number of potential partners. Importantly the funds raised allow Avacta to maintain control of this promising asset" Sounds like there could be a battle going on BTS. #AVCT"  
[X Link](https://x.com/tom_the_bomb__/status/1980183020389777549) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-20T08:03Z 3316 followers, 1940 engagements


"@SeanDentBsc 6207 targets multi drug resistance + tumour heterogeneity. Im thinking something like exatecan + a second payload aimed at blocking DNA damage repair (a PARP inhibitor or a similar DNA repair pathway blocker). 6103 + 6207 is a PERFECT fit for AstraZeneca. #AVCT"  
[X Link](https://x.com/tom_the_bomb__/status/1979528973106208964) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-18T12:44Z 3316 followers, 4299 engagements


"@Metalhead2525 The results have now been confirmed in a larger set & with no MTD. No median PFS (12 months so far) + XX % disease control where standard chemo gives 4-6 months. The preCISION concept is proven via this $10B drug (SGC: $400M + TNBC: $2.24B) Accelerated pathways to come. #AVCT"  
[X Link](https://x.com/tom_the_bomb__/status/1979930207973786005) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-19T15:18Z 3316 followers, 2417 engagements


"@asininitybeyond @Blueberrymgmnt @RAH00084 👍 With more than XX molecules in various stages of development excluding 6000 and 6103 (image 1) I'm keen to see their pipeline page expand ASAP (image 2) even if they don't move out of 'Preclinical' until 2027/28 (when I believe Avacta will be no more anyway). #AVCT"  
[X Link](https://x.com/tom_the_bomb__/status/1980263887006990589) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-20T13:24Z 3316 followers, 3708 engagements


"I wonder what BP is saying about #AVCTs preCISION platform Pfizer: Buy once unlock Seagens entire ADC portfolio & finally dose TOP1 payloads without hitting toxicity walls. Turns a $43B Seagen buy into a platform that actually reaches its potential. 1/4 #AVCT $PFE"  
[X Link](https://x.com/tom_the_bomb__/status/1976221095448744158) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-09T09:40Z 3311 followers, 3160 engagements


"AstraZeneca: Integrate preCISION to extend #Enhertus reach significantly improve dosing potential & move TOP1 chemistry into new tumour types. Frees them from dependency on $DSNKY and creates a next-gen deruxtecan. 2/4 #AVCT $AZN #AZN"  
[X Link](https://x.com/tom_the_bomb__/status/1976221097927618929) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-09T09:40Z 3311 followers, 1804 engagements


"Eli Lilly: Leapfrog the ADC incumbents by pairing preCISION-exatecan with our bispecifics radiopharma & IO assets. Precision chemo without the ADC baggage = faster cleaner cheaper. 3/4 #AVCT $LLY"  
[X Link](https://x.com/tom_the_bomb__/status/1976221101555671408) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-09T09:40Z 3310 followers, 2779 engagements


"Merck: Combine tumour-activated chemo with #Keytruda to deliver unprecedented tumour clearance while preserving immune function. A whole new class: chemo-immunotherapy XXX. 4/4 #AVCT $MRK"  
[X Link](https://x.com/tom_the_bomb__/status/1976221104361570339) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-09T09:40Z 3310 followers, 3692 engagements


"Groundbreaking oncology development with the first dual payload peptide drug conjugate platform establishing Avacta as a leader in combination therapy innovation AIM: heres +2.5 pence Big pharma: heres $XX billion #AVCT"  
[X Link](https://x.com/tom_the_bomb__/status/1977640703913275571) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-13T07:41Z 3316 followers, 2976 engagements


"@asininitybeyond @Towlie1981 @PJ_Crabb AI's view below. #AVCT"  
[X Link](https://x.com/tom_the_bomb__/status/1977655524507435158) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-13T08:39Z 3313 followers, 1973 engagements


"@asininitybeyond BIG update/insight from TD (IMO). A ATR or PARP inhibitor sits with the recent comments on an incoming pathway inhibitor deal. Few BP have both of these drug classes apart from AstraZeneca. #AVCT's dual-payload linker would solve AZs biggest limitation = overlapping toxicity"  
[X Link](https://x.com/tom_the_bomb__/status/1978101500623675553) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-14T14:12Z 3311 followers, 1711 engagements


"@TBSfrench @AndrewDigby3 Not a shit week RH and his investors moved the SP north by fading the shadow of no cash Are you implying theres another placing on the way"  
[X Link](https://x.com/tom_the_bomb__/status/1979296878429938155) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-17T21:22Z 3311 followers, XXX engagements


"Today's RNS is a classic 'short term pain for long long term gain'. It means #AVCT can retain XXX% of preCISION for longer & the likelihood of a buyout mid-late 2026 increases (IMO). Which BP does the CEO & Chair have their eyes on though Will that provide max SH value"  
[X Link](https://x.com/tom_the_bomb__/status/1980178332353438193) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-20T07:44Z 3316 followers, 2639 engagements


"@asininitybeyond @Blueberrymgmnt @RAH00084 I'm *very* keen for the pipeline page to look more like this in XX months (I added the red blocks) as a minimum to support a higher value upon takeover. It's looking very light currently"  
[X Link](https://x.com/tom_the_bomb__/status/1980270088067408101) [@tom_the_bomb__](/creator/x/tom_the_bomb__) 2025-10-20T13:49Z 3316 followers, XXX engagements