Avacta Group Plc · LSE:AVCT
Avacta — TD Cowen 46th Annual Healthcare Conference 2026
14 slides from Avacta's conference presentation, March 2026
Slide 1: pre|CISION: Peptide Drug Conjugates with Tumor-Specific Payload Release
pre|CISION: Peptide Drug Conjugates with Tumor-Specific Payload Release TD Cowen 46th Annual Healthcare Conference, March 2026
Slide 2: Avacta: Unlocking the Therapeutic Potential of Proven Oncology Agents
Avacta: Unlocking the Therapeutic Potential of Proven Oncology Agents Through Tumor-Selective pre|CISION® Delivery pre|CISION® Pipeline: 3 Assets Team INACTIVE Toxic payload A tumor-selective delivery 1st in clinical trials Experienced platform that expands the 2nd set to enter clinic Leadership tea
Slide 3: pre|CISION Unlocks Potential of High Potency Oncology Drugs
pre|CISION: Unlocks the Therapeutic Potential of High Potency Oncology Drugs Previously Constrained by Systemic Toxicity Many current oncology therapies have By concentrating in the tumor and sparing severe toxicities at the effective dose, thus normal tissues, pre|CISION aims to a limited therapeut
Slide 4: The pre|CISION Mechanism of Action
The pre|CISION® Mechanism Tumor cell intracellular space Released of Action payload Released (free) payload peptide enters FAP- tumor or FAP+ CAF cells Tumor: Stroma Interface Peptide drug conjugate cannot enter cells The pre|CISION peptide binds in the active site of FAP and is specifically cleaved
Slide 5: Large Market Opportunity for the pre|CISION Platform
Large Market Opportunity for the pre|CISION® Platform FAP Expression No FAP Strong (2-3+) / Weak (1+) Expression Adrenal Ca Small Cell Lung Ca Prostate Ca Renal Ca FAP Esophageal Ca Gastric Ca (Fibroblast Activation Protein) Head and Neck Ca Cervical Ca • FAP is primarily expressed as a Uterine Ca m
Slide 6: Tumor-specific FAP Cleavage Delivers More Favorable PK Profile than ADCs
pre|CISION® Tumor-specific FAP Cleavage Mechanism Delivers More Favorable Drug PK Profile than ADCs Rapid Tumor Cmax of Free Tumor Selectivity Penetration Payload in Tumor Index (TSI)* TUMOR Tmax: TUMOR Cmax: TSI: MINUTES v. 24 HRS 11x HIGHER NEARLY 3X HIGHER CAFs begin releasing Exatecan in the tum
Slide 7: Innovative Pipeline: Three Assets Align with IP Generations
Innovative Pipeline: Three Assets Align with IP Generations IND- PHASE 2 PROGRAM PAYLOAD POTENTIAL INDICATIONS PRECLINICAL ENABLING PHASE 1 AND PHASE 3 MILESTONES • Head and Neck Cancers (Salivary Gland Ca subset) Fari- • High grade sarcoma Phase 1b data Doxorubicin (Dedifferentiated updated 1H ’26
Slide 8: Faridoxorubicin (Asset 1): Phase 1 Trial Demonstrates Proof of Concept
Faridoxorubicin (Asset 1): Phase 1 Trial Demonstrates Proof of Concept for pre|CISION® Platform, Delivers 4 Key Findings Faridoxorubicin Dramatically Concentrates Evidence of eliminates the reduces released preliminary severe cardiac hematologic and doxorubicin in activity in salivary toxicity of GI
Slide 9: AVA6103 (Asset 2): Sustained Release pre|CISION Mechanism
AVA6103 (Asset 2): Sustained Release pre|CISION Mechanism Set to Enter the Clinic Capping group pre|CISION® peptide Self-immolative linker Designed to hold the PDC The linker determines the rate of in the tumor (v. plasma) cleavage by lowing the FAP enzyme via potent binding in the efficiency, (kcat
Slide 10: Sustained Release of AVA6103 payload shows >5 Days Concentration in Tumor
Sustained Release of AVA6103 payload shows >5 Days Concentration in the Tumor Exatecan Concentration – Time Profile in Plasma and Tumor Tumor and plasma PK studies demonstrate 1 AVA6103 (Parent PDC) Free exatecan Plasma exatecan a highly favorable ratio when comparing tumor concentration tumor conce
Slide 11: AVA6103 set to Enter Phase 1 in Cancer Patients
AVA6103 set to Enter Phase 1 to Examine Optimized Tumor-Specific Delivery in Cancer Patients Optimized Dosing of AVA6103 is inert in AVA6103 optimizes exatecan the absence of FAP sustained tumor release The maximum tolerated dose AVA6103 is completely inert We observe high tumor levels of AVA6103 is
Slide 12: AVA6207: Dual Payload pre|CISION Release by a Single FAP Cleavage Event
AVA6207: Dual Payload pre|CISION Release by a Single FAP Cleavage Event Self-Immolative Linker Self-immolative Retains the sustained release mechanism but linker Capping linker chemistry allows a second pod for payload group pre|CISION® peptide Payload 2 A B Dual Payload Technology Allows Cancer Tar
Slide 13: Avacta: Multiple Upcoming Data Catalysts Drive Value Creation
Avacta: Multiple Upcoming Data Catalysts Drive Value Creation 2025 2026 2027 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 ESMO Berlin Ph Ia Oct ‘25 Fari- Doxorubicin doxorubicin (FAP-Dox) Ph Ib SGC PhI-b SGC/TNBC 1H ‘26 Exatecan US IND Initial FPI Expansions AVA6103 FPI 1Q ‘26 (FAP-Exd) approval Ph I Data 1H ‘27 A
Slide 14: Thank You
Avacta THERAPEUTICS THANK YOU
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