Avacta Group (AVCT) investor relations material

Tumor-selective delivery platform and mechanism

• pre|CISION® platform enables tumor-selective delivery of toxic oncology agents, expanding the therapeutic window and reducing systemic toxicity by leveraging FAP cleavage active in ~90% of solid tumors.

• The peptide drug conjugate is cleaved by FAP, releasing the payload specifically in the tumor microenvironment, sparing healthy tissue and enabling a strong bystander effect.

• Rapid tumor penetration and payload release occur within minutes, with tumor Cmax over 11x higher than conventional ADCs and a tumor selectivity index nearly 3x higher.

Pipeline and clinical progress

• Three pipeline assets: Faridoxorubicin (doxorubicin payload, Ph1), AVA6103 (exatecan payload, entering Ph1 in Q1 2026), and AVA6207 (dual payload, candidate selection H2 2026).

• Faridoxorubicin Ph1 trial shows elimination of severe cardiac toxicity, reduced hematologic/GI toxicities, 100-fold tumor concentration over plasma, and preliminary activity in salivary gland cancer and sarcoma.

• AVA6103 demonstrates sustained tumor release of exatecan for over 5 days, with plasma levels undetectable after 4 hours, supporting a highly favorable tumor-to-plasma ratio.

• AVA6207 introduces dual payload technology to overcome resistance mechanisms, with next milestone being candidate selection in H2 2026.

Market opportunity and competitive positioning

• FAP is expressed in 90% of solid tumors, providing a broad addressable market for the platform.

• pre|CISION® PDCs address key ADC challenges: tumor-specific release, rapid penetration, robust bystander effect, and broader market due to FAP prevalence.

• Market cap exceeds $300M and dual listing on NASDAQ is being explored.