RE: Phase 1 v Phase 218 May 2025 07:23
Deal for STS would transform Avacta overnight but I think theyll do a deal on SGC it would be OK. Neatly packaged up for someone else with ODD designation and an open goal with no SoC and mPFS already doubled. Accelerated approval is almost a certainty for this one it's as risk free as you can get. Anyone taking it forward can be billing £XXXm within 2 years.
Even if Avacta had just £50m upfront for this and royalties it transforms us and allows us to progress STS & TNBC plus get the beast into clinic.
As said before with the beast in clinic avacta price tag goes from £XBn to £XXBn
Patents secured, 6103 in clinic, IND done for other newer pipeline assets and TNBC + STS in P2 woth exceptional P1b results and the whole platform underpinned by over 4 years worth of solid data at that point. It sells and is probably the optimal point to do so.
Even if we sign an inferior deal for one of our assets now (STS, TNBC or SGC) but the money is enough to make 4 CLN payments in cash, get the accounts signed of as a going concern and get the beast into clinic we are laughing.
I don't think we're far away as people think to seeing that RNS landing and transforming us.