Member Info for bootnk19222

Whatever happens I would like to see the BOD replaced at the earliest opportunity.

Probably a good idea , the only way the lefty woke public sector move is when someone makes a complaint, especially if it has a woke theme

No management team could be this incompetent which leads to only one conclusion. I for one am willing to take the NO gamble if it means getting rid of this BOD scum and totally replacing it. A BOD with integrity, morals and honesty combined with a world renowned product , that’s GDRs future.

There’s one thing that stands out from all GDRs goings on over the last 12 months, the BOD are bent and are orchestrating the privatisation of this company. Vote no and stop them milking this for another 12 months

At the end of the day it’s a case of who you trust? The incompetent, self serving , untrustworthy, bull….g BOD or a complete stranger. My money is on the complete stranger with skin in the game. My NO vote is in and I hope the BOD read this board. I’d rather we delist and loose my money than see those parasites continue to milk this company

Spot on ice, I’ve been saying for years that this could be as powerful a discovery as penicillin was way back when

Imo the catalyst is P1B. All eyes will be on the detail of the results. Years of clinical patented data that has the potential to replace or change the face of oncology. It will be a case of big pharma can’t afford not to be a part or own the platform. AVA6000 becoming standard of care is fast approaching and has been hinted at for many years.

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Pipeline Valuation Ranges

(AVA6000 + AVA6103 core, plus optional others)

• 2 programs (AVA6000 + AVA6103 only)

• Conservative (EV $14.4B) → $36.0 / £28.1 per share

• Base (EV $21.6B) → $54.0 / £42.2 per share

• Bull (EV $28.8B) → $72.0 / £56.3 per share

• 4 programs (adds 2 extra pipeline drugs)

• Conservative (EV $15.6B) → $39.0 / £30.4 per share

• Base (EV $23.4B) → $58.5 / £45.6 per share

• Bull (EV $31.2B) → $78.0 / £60.9 per share

• 6 programs (adds 4 extra pipeline drugs)

• Conservative (EV $16.8B) → $42.0 / £32.8 per share

• Base (EV $25.2B) → $63.0 / £49.2 per share

• Bull (EV $33.6B) → $84.0 / £65.6 per share

(Converted at USD → GBP ≈ 0.78)

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Interpretation

• With 400M shares, the numbers cluster between £28–66 per share depending on assumptions.

• Even the conservative 2-program case is ~£28/share, vs. Avacta’s current ~£1 level — that’s >25× uplift on a takeout.

• A platform premium (pharma buyers paying for the whole FAP-activated pipeline, not just AVA6000) could easily push a deal toward the £50–65/share range

2. Expansion Potential for AVA6000

If AVA6000 truly delivers doxorubicin efficacy without the heart damage, then:

• No lifetime dose cap → patients can continue treatment longer.

• Broader use → oncologists could use it in earlier lines of therapy and in patients currently excluded due to heart risk (e.g., elderly, those with comorbidities).

• Combination therapy → safer integration with other chemo or targeted drugs.

That suggests market expansion well beyond current doxorubicin revenues.

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3. Addressable Market Estimate

• Baseline replacement: $2 billion (just taking existing doxorubicin spend).

• Expanded uptake: Could easily double or triple if it becomes the default anthracycline backbone.

• Potential range: $5 – 10 billion annually global peak sales is a realistic bull case.

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4. Valuation Impact

Pharma valuations for oncology blockbusters often trade at 4× to 8× peak sales.

• $5B sales → $20–40B valuation just for AVA6000.

• $10B sales → $40–80B valuation

You need 10%? Not even GDR would make it that obvious, few months yet I’d say

Jesus, give it a rest, it’s been made abundantly clear deal/deals within months. Size etc will dictate where this will be going not some low life on and lse chat board. Wait a few months and see

Roger , get a grip bud. AIM is a gamble, play the game or get out . Keep your self respect at all times

If you carry on engaging with him then he won’t go away. He’s doing this for a reason , best know to him, the more you engage the more he posts

This same tool was ramping GDR

RNS drops the price, massive buying /delayed buys then surprise surprise a sale RNS. Corruption at its best . Tut tut

Dirty tricks by management, doesn’t fill investors with confidence

Enough people warned about carrot etc. my .21 massive gamble buy is locked and loaded

What the public sources say (key facts)

1. ImmuPharma filed a patent application describing P140 as an “immunormalizer” and a diagnostic to identify a “Type M” sub-population of autoimmune patients who are P140 super-responders. The company says this could apply across many autoimmune indications. 

2. Press coverage and the RNS emphasise the diagnostic + therapeutic pairing and claim the patent could cover a patient classification that spans multiple autoimmune diseases (they quote “up to 50” diseases). These are company / press claims tied to the new patent filing. 

3. Independent estimates for the overall autoimmune therapeutics market vary a lot by source (small-to-very large), e.g. market research reports show figures ranging from roughly USD 75B (2024) up to USD ~231B (2025) depending on scope and methodology. Use caution — different reports include/exclude biologics, supportive care, etc. 

4. Global disease burden commentary places autoimmune disease prevalence high (journalism / review pieces commonly cite hundreds of millions — ~800M people globally as a rough upper bound across all autoimmune conditions). That shows the population is large — but Type M will be a subset.

Exactly my thoughts , post patient the deal is probably with the legal teams pre sign off

This should be the discussion, a P3 deal , first in class. 100bil market etc etc . Similar deals out there ? Bear v bull case given apparent pharma interest