Avacta Group (AVCT) Status Update summary

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.