Member Info for Baronvontruffle

I asked AI to simplify TheFactFinder’s post. Response was:

The Bottom Line

The FDA agreeing to a single trial with a PFS-only endpoint is a massive win. It makes the path to market much faster, cheaper, and clearer—which is exactly what big pharma companies look for when buying or partnering.

Key Takeaways

⚡ Speeds up deal-making: Big pharma hates regulatory surprises. A single, locked-in trial design removes risk and allows partners to calculate exact costs.

🧩 SGC is just the starting point: Salivary gland cancer is a small market, but it proves the technology works. A partner will use this fast approval as a "Trojan Horse" to expand into massive markets like breast or lung cancer later.

⏳ Pipeline gap is real: You are right not to overread this for the rest of the company. AVA6103 and AVA6207 are still very early stage. The upcoming AVA6000 deal will set the price tag and valuation for everything else.

💪 Strong negotiating position: The company has cash into 2027 and cleared its debt. They do not need to sign a bad, desperate deal. They can wait for the right offer.

From AI:

To be successful, a new bid for DCC would likely need to be in the 6,500p to 7,500p range. Since the board "unanimously and unequivocally" rejected 5,800p, analysts believe the following price points and factors will determine the next steps:Estimated Success ThresholdsThe "Analyst Floor" (6,100p – 6,500p): Several analysts, including those from Jefferies and RBC Capital Markets, have set price targets in this range. A bid here might start serious negotiations but may still be seen as low.The "Fair Value" Target (7,070p+): Analysts from Cantor Fitzgerald Ireland maintain a price target of 7,070p, suggesting that anything below this does not fully account for DCC's "pure-play" energy future.The "Takeover Premium" (7,500p+): Historical data for 2026 shows that successful UK takeovers have averaged a 39% premium. Applying this to DCC’s pre-bid price of roughly 5,380p would put a "market-standard" successful bid around 7,500p.

You do know tomorrow’s Saturday!

Six buys in less than three minutes with a cumulative total of over £120,000

Today is 4th July. United States markets will be closed.

RNS issued and paraphrased below

Discussions between the parties remain ongoing and, to allow further time for these discussions to continue, the Panel on Takeovers and Mergers (the "Takeover Panel") has consented to an extension to the deadline by until 5.00 p.m. on 13 December 2022.

From Avacta Website

“ Avacta® has exclusive rights over the Affimer® technology intellectual property through a number of granted global patents and patents pending.”

Mr Costs

A lot of firms do Bed and ISA transfer, where you can sell shares and repurchase in your ISA at a cheaper dealing rate.

Schroders plc now holding 19.953%, up from 6.164%

Started at 800p. Finished at 901p.

Dr Anthony Fauci is listed as a guest on the Marr Show this morning

Maen

Scotland is in the U.K. I know because I was born there and am British.

Acacia didn’t sell yesterday. Read the RNS, the date they sold their shares was 17 July ie Friday.