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Avacta Group (AVCT) investor relations material
Avacta Group Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Technology and pipeline advancements
Introduced dual-payload pre|CISION platform enabling simultaneous delivery of two drugs to tumors, overcoming resistance mechanisms and enhancing therapeutic effect.
FAP-activated drug delivery platform targets 90% of solid tumors, concentrating drugs in tumors and reducing systemic toxicity.
Dual-payload technology validated by biomarker and cytotoxicity data, showing FAP-dependent release and synergistic tumor cell kill.
IP portfolio expanded with new dual-payload technology, offering tunable drug release kinetics and plug-and-play combination potential.
AVA6103 (FAP-exatecan) program on track for clinical trial initiation in Q1 2026, with learnings informing dual-payload development.
Competitive advantages and market opportunity
Pre|CISION peptide drug conjugates (PDCs) offer higher tumor specificity, reduced toxicity, and broader applicability than antibody-drug conjugates (ADCs).
Manufacturing PDCs is faster, less expensive, and more homogeneous compared to ADCs, supporting rapid clinical advancement.
FAP expression in 90% of solid tumors enables a large addressable market, with potential in multiple cancer types.
Dual-payload approach provides regulatory and cost advantages over combination therapies, with synchronized delivery and simplified development.
Financial and strategic updates
Recent fundraising extends cash runway into the second half of 2026, supporting AVA6103 phase I trial and other pipeline activities.
Multiple partnership and licensing discussions ongoing, with interest increasing following new data and IP filings.
Platform strategy emphasized, with continued pipeline expansion to demonstrate technology versatility and attract partners.
Management and board maintain strong commitment, with compensation aligned to shareholder value and future dual listing plans.
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