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[@RAH00084](/creator/twitter/RAH00084)
"#AVCT SGC (30w+ PFS vs 15w benchmark) Peak sales c.250m pa x5 multiple 1.25Bn TNBC (initial efficacy demonstrated therefore the mechanism of action is working just as it has in SGC/STS) Peak sales c.1.5Bn pa x5 multiple 7.5Bn Total 8.75Bn from two indications in FAP-Dox Assume 500m shares total issuance (c.400m today) XXXXX per share Assumed chance of success today at 34p = XXX% Thick. As. Mince"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1946101770624643146) 2025-07-18 06:56:33 UTC 2468 followers, 2699 engagements


"The first 1m of volume took X seven minutes this morning at #AVCT. GSA scrambling to close their short surely"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1949731220427845866) 2025-07-28 07:18:41 UTC 2468 followers, 3042 engagements


"#AVCT 🗓 X years in-clinic on Aug XX ♥ zero serious cardio tox events 🥼90+ patients dosed 🩻 Phase 1b dosing TNBC/SGC/STS ✍ Deal window for AVA6000 H2 2025 🧬 AVA6103 in-human early 2026 🗓 AVA6000 registrational trial early 2026 🩺 world class SAB"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1946096528029835673) 2025-07-18 06:35:43 UTC 2468 followers, 4136 engagements


"Pharmacyclics was acquired by AbbVie for $21Bn in 2015. Sales of Imbruvica are now taking a hit from BeiGenes drug Brukinsa. It happens. Its pharma. Pharmacyclics did x200 from its low for these projected sales. #AVCT can too. Its not the stretch it appears if you understand preCISION. Heres just one (actually quite conservative) route: ➡ AVA6000 replaces the benchmark (which is currently a cocktail of drugs) in salivary gland cancer (SGC) and runs 400m sales pa in 3/4 years (assume pharma pay x4 for those sales in said indication) 1.6Bn. Beating the benchmark now very likely according to the"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1926524708331180087) 2025-05-25 06:24:18 UTC 2468 followers, 22.9K engagements


"#AVCT This is what $1.8Bn looked like last year: Profound Bio was a ADC startup led by Seagen veterans founded in 2018. It had two rounds of funding. Series A - $70m; Series B - $112M (February 2024) ProfoundBio was taken over two months after their series B funding in April 2024. Acquired by Genmab. Deal value: $1.8Bn. Lead asset: TOP1 ADC Rina S a drug designed to target tumors that express a protein called folate receptor alpha. Phase: completed Phase X of a Phase 1/2 study. Indications: Ovarian (and other indications which were high in FR-expression). Public results at time of take over:"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1947002919028449465) 2025-07-20 18:37:24 UTC 2467 followers, 7797 engagements


"$484m Erasca is using Tempus to better define their clinical approach. So is Astra Zeneca GSK and others. Erasca has a pipeline of X drugs. It has traded over $1Bn market cap this year. None of its drugs are in clinic. #AVCT is valued at $200m on X years of clinical data"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1948640187933667613) 2025-07-25 07:03:19 UTC 2467 followers, 2859 engagements


"For the first time in its history #AVCT has strategic leadership (@hughesy0707) combined with impeccable clinical strategy (@coughlin582). Richard Hughes has not only hit the ground running he has wrong footed Heights & GSA in the space of a week. What does he do next 💥"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1949007048886100376) 2025-07-26 07:21:05 UTC 2468 followers, 5416 engagements


"Only 6p required to get back to 50p placing (a placing which only occurred as former management couldnt run a piss up in a brewery). Since the 50p placing #AVCT has a year more data commenced P1b (seeing efficacy in both SGC and TNBC) and is beating the benchmark in SGC"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1948665857653309787) 2025-07-25 08:45:19 UTC 2468 followers, 2669 engagements


"When #AVCT shortly taps 50p ask yourself what premium a year more data should command on a raise which took place at a XX% to the closing price over a year ago. Then look to see what the clinicians are now saying about FAP-Dox"  
![@RAH00084 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1450478271179759623.png) [@RAH00084](/creator/x/RAH00084) on [X](/post/tweet/1948749171369890083) 2025-07-25 14:16:23 UTC 2468 followers, 3143 engagements