Avacta Group PLC · LSE:AVCT
Avacta — Investor Presentation (March 2026)
25 slides from Avacta's investor 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 March 2026
Slide 2: Disclaimer (1/2)
Disclaimer (1/2) PRESENTATION AND ITS CONTENTS ARE STRICTLY CONFIDENTIAL AND ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES OF AMERICA, AUSTRALIA, CANADA, JAPAN, SOUTH AFRICA OR ANY JURISDICTION WHERE SUCH RELEASE, PUBLICAT
Slide 3: Disclaimer (2/2)
Disclaimer (2/2) No liability whatsoever (whether in negligence or otherwise) arising directly or indirectly from the use of this presentation or its contents is accepted, and no representation, warranty or undertaking, express or implied, is or will be made or given by or on behalf of the Company,
Slide 4: Unlocking the Therapeutic Potential of Proven Oncology Agents Through pre|CISION Delivery
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 5: The Avacta Leadership Team: Proven Track Record
The Avacta Leadership Team: Proven Track Record Christina Coughlin, Brian Hahn, David Liebowitz, Yulii Bogatyrenko Francis Wilson, MD, PhD MBA MD, PhD Advisor, Business DPhil Chief Executive Officer Chief Financial Officer Chief Medical Officer Development VP and Head of Chemistry Chris is an oncolo
Slide 6: pre|CISION Unlocks High Potency Oncology Drugs Constrained by Systemic Toxicity
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 7: 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 8: 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 9: The pre|CISION Bystander Effect
The pre|CISION® Bystander Effect Leveraging FAP in the tumor environment represents a new pre|CISION® approach to deliver toxic payloads to the tumor and medicines spare healthy tissue target FAP which is highly Tumor expressed in the cells tumor environment (FAP-Negative Cancer Cells) pre|CISION® m
Slide 10: The pre|CISION PDC Platform Addresses Challenges in the ADC Field
The pre|CISION® PDC Platform Addresses Challenges in the ADC Field Traditional ADC pre|CISION® PDC CHALLENGES OPPORTUNITIES Payload Non-specific protease cleavable linkers result in Tumor-specific release by FAP with no organ organ toxicity (e.g. pneumonitis, hepatitis) toxicity (e.g. no cardiac tox
Slide 11: 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 12: 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 13: Faridoxorubicin: Phase 1 Trial Demonstrates Proof of Concept, 4 Key Findings
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 14: FAP-Dox: Durable Tumor Shrinkage in Salivary Gland Cancers
FAP-Dox: Preliminary Data Demonstrate Durable Tumor Shrinkage in Patients with Salivary Gland Cancers 40 * Patients with ongoing treatment Patients reaching max cycles in PFS follow up (with no disease progression) 30 Disease Progression 20 Sum of the Longest Diameters 10 Best Percent Change in the
Slide 15: Median PFS More Than Double with Faridoxorubicin in Refractory Salivary Gland Cancers
Median PFS is More Than Double with Faridoxorubicin in Patients with Refractory Salivary Gland Cancers Patient’s Treatment Duration and Response with FAP-Dox “FAP-Dox would completely become standard of care MEDIAN 3.5 BENCHMARK OVER for Adenoid Cystic Carcinoma 9 months Months median WITHOUT Progre
Slide 16: FAP-Dox Concentrates the Active Drug in the Tumor vs Conventional Doxorubicin
FAP-Dox Concentrates the Active Drug in the Tumor as Compared to Conventional Doxorubicin Across Tumor Types Tumor and plasma concentrations Tumor and plasma concentration by FAP Ratio of tumor to plasma with released assessed by dose level expression in the TME doxorubicin compared to published his
Slide 17: AVA6103: Sustained Release pre|CISION Mechanism Set to Enter the Clinic
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 18: 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 19: 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 20: ADC and PDC Modalities Show Significant Activity in Gastric Cancer
ADC (T-Dxd) and PDC (FAP-Exd) Modalities Demonstrate Significant Activity in Gastric Cancer Despite Different Expression Patterns Enhertu® demonstrates antitumor activity against the FAP-Exd demonstrates activity against the GC PDX model NCI-N87 gastric cancer xenograft (HER2 3+) with 1+ Stromal-onl
Slide 21: AVA6207: Dual Payload 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 22: Dual Payload Technology Overcoming Resistance in One Therapy
Dual Payload Technology Allows Cancer Targeting While Overcoming Resistance in One Therapy Topo I inhibition Topo I induces single strand DNA breaks during Activation of the DNA Damage replication Repair (DDR) pathway is a known KEY RESISTANCE MECHANISM DNA damage repair to Topo I inhibitors DDR mec
Slide 23: 3 IP Families Align with the Product Pipeline
pre|CISION: 3 IP Families Align with the Product Pipeline pre|CISION® Platform pre|CISION® Sustained pre|CISION® Dual Foundational IP Release Program IP payload technology IP The background platform IP of the The sustained release pre|CISION® An innovative dual payload release pre|CISION® FAP-cleava
Slide 24: 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 25: Avacta
Avacta THERAPEUTICS