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PodcastInvestor Meet Company - Audio ArchiveOctober 15, 2026

AVACTA GROUP PLC - Interim Results

Avacta guides to five clinical/data catalysts within eight weeks, with AVA6103's early PK and safety closely matching preclinical predictions and beating Enhertu comparators.

  • Next-gen PDC platform: Avacta's precision mask-and-release peptide drug conjugates use FAP (fibroblast activation protein), abundant in ~90% of solid tumor stroma, to selectively cleave and release payloads in tumors, sparing healthy tissue.
  • AVA6103 dose escalation: Four dose levels completed across six indications (gastric, colorectal, cervical, small cell lung, HR+ breast, pancreatic); first three cohorts show no neutropenia despite dosing 50% above exatecan's historical MTD.

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