Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AVCT.L
STRONG SELLREMOVEAvacta Group Plc · Healthcare · United Kingdom · $472M · Avg Vol: $2M/d
Avacta Group is a pre-revenue biotechnology firm with high cash burn and speculative pipeline assets. It lacks the established commercial moat and pricing power of a high-quality CDMO, failing our quality compounder criteria.
COMPANY DESCRIPTION
Avacta Group Plc is a clinical-stage oncology drug developer and diagnostics company utilizing its proprietary Affimer and pre|CISION platforms to create targeted cancer therapies. The pre|CISION platform is designed to selectively release active chemotherapy inside the tumor microenvironment, significantly reducing systemic toxicity. This innovative chemistry provides Avacta with a strong competitive moat and licensing potential in the high-value oncology therapeutics market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 13M | 4M | 151,704 | 151,704 | -77.3% |
| EPS | -0.21 | -0.16 | -0.21 | -0.13 | — |
| Shares | 266M | 284M | 369M | 438M | +64.5% |
| Debt | 32M | 42M | 31M | 20M | -14.5% |
| Equity | 28M | 23M | 12M | 3M | -51.0% |
| Op CF | -22M | -20M | -32M | -36M | — |
| Inv CF | -34M | -12M | -2M | 13M | — |
| Fin CF | 76M | -2M | 35M | 21M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of AVCT.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AVCT.L | Avacta Group Plc(you) | $472M | 13 | STRONG SELL |
| AUTL | Autolus Therapeutics plc | $471M | 23 | SELL |
| BCYC | Bicycle Therapeutics plc | $326M | 11 | STRONG SELL |
| SCLP.L | Scancell Holdings plc | $333M | 36 | HOLD |
| TLSA | Tiziana Life Sciences Ltd | $186M | 1 | STRONG SELL |
| OXB.L | Oxford Biomedica plc | $1.0B | 36 | HOLD |
| 4BB.L | 4basebio PLC | $110M | 4 | STRONG SELL |
| HEMO.L | Hemogenyx Pharmaceuticals Plc | $63M | 14 | STRONG SELL |
| ONT.L | Oxford Nanopore Technologies plc | $1.9B | 30 | SELL |
| SAR.L | Sareum Holdings plc | $47M | 14 | STRONG SELL |
Peer medians: ROE 1.2% · P/E 26.9x · Gross margin 50.8%