Member Info for Brighty1

Yes and it's not all about Timor / Chuditch. The value in Dunrobin is almost being forgotten here. The news a couple of weeks ago regarding Rosebank was further proof that Dunrobin rather than Chuditch might prove to be our first JV deal. I doubt we will be waiting until Q4 2024 to hear about Dunrobin.

A reminder that Allenby's valuation for Baron is US$163.5m. That is over x 10 of where we are today. Per share that equates to 0.708p.

Have a great weekend....

Good luck, Brighty

I'm an advocate of N4P as I recognise the significance of Nuvec being comparable to Roche's Venetoclax and AZ's Gefitinib. That is obviously fantastic news for N4P and will be piquing the interest of R&D depts at big pharmaceutical companies (including AZ and Roche.)

However, even I'm starting to question the wisdom of a CEO who has overseen a share price collapse from 30p+ at its height in 2018 to under 1p since then. The lack of comms and engagement with industry / peer publications, medical journals, science journals etc about Nuvec is quite staggering and from a shareholder perspective is unacceptable.

The reality is that the market size for manufacturing viral vectors is currently worth $5.5 billion and is expected to hit $12.8 billion by 2028. N4P must start to communicate that they are a player in this sector or the share price is going to continue to slide.

I hope the Investor Meet event next week provides confidence and a new start for the share price as Nigel's last presentation was very poor indeed and I nearly sold my entire holding after I watched it. I didn't sell because there is something about Nuvec that could be worth hundreds of millions at some stage in the future.

N4P is at present anonymous on the investor radar. That must change and soon....

Good luck, Brighty

I agree re 25p within 12 months. Just look at AVCT. They went from 16p to 232p and are still approx x 10 from the 16p days as they progress through clinical trials at 160p. Upside here once we hear about IND/FDA/CAR T, CBR etc is considerable. It looks like 10p a share within the next few months is probable if we get positive news....

Good luck, Brighty

After hours. Follow the money....

12-Oct-23 16:55:00 159.661 18,847 Unknown* 158.00 161.00 30.09k O

12-Oct-23 16:54:55 159.798 221,832 Unknown* 158.00 161.00 354.48k O

12-Oct-23 16:54:55 157.984 72,792 Unknown* 158.00 161.00 115.00k O

12-Oct-23 16:54:55 158.016 72,792 Unknown* 158.00 161.00 115.02k O

12-Oct-23 16:54:15 159.661 18,847 Unknown* 158.00 161.00 30.09k O

12-Oct-23 16:54:00 157.984 72,792 Unknown* 158.00 161.00 115.00k O

12-Oct-23 12:03:00 162.00 5,000 Unknown* 158.00 161.00 8,100 O

12-Oct-23 16:35:37 159.60 20,000 Buy* 158.00 161.00 31.92k O

12-Oct-23 16:35:14 159.60 29,500 Buy* 158.00 161.00 47.08k

Good luck, Brighty

For those that like stats here are a few more juicy ones for AVCT shareholders:

* 114 biopharma R&D licensing partnerships were signed in the second quarter of 2023

* $1.2 billion in total upfront cash and equity was paid in licensing deals in the second quarter of 2023

* $28.2 billion in total milestones-based payments were agreed in the second quarter of 2023

* Large-cap biopharma companies (market cap of $50 billion+) are still signing $100 million-plus upfront deals

* The median upfront cash & equity by stage over the last 2 years is as follows:

- Pre-Clinical IND = $60 Million median deal size

- Phase 1 = $73 Million median deal size

- Phase 2 = $100 Million median deal size

Source: JP Morgan

https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/jpmorgan-q2-2023-biopharma-licensing-and-venture-report.pdf

Happy days! In summary, AVCT and its shareholders could be in for a big payday soon...

Good luck, Brighty

Yes MTRO will then bounce significantly on the news of the sale of £3bn of mortgages. 75p - 80p a share looks probable on that news. i.e. 50% gains likely to be made here on the sale of the mortgages. We will probably see your 55/56p a share prediction soon....

Good luck, Brighty

A licencing deal would be the logical next step rather than a full takeover. AVCT's senior team are, as we have seen from the Linkedin posts on here earlier, meeting reps from big pharma.

Huge amounts are being paid to licence new innovative drugs. For example:

* Moderna signed a licencing deal with CytomX Therapeutics for $35 million upfront and a $5 million pre-paid research funding investment, with CytomX receiving up to $1.2 billion in milestones.

* Roche signed a $20 million upfront cash licencing with Kronos Bio with $554 million within 24 months if Kronos meets milestone objectives.

* Neurocrine Biosciences agreed a licencing deal to pay $175 million upfront to Voyager Therapeutics.

* Karuna Therapeutics paid £520 million in a licencing deal with Goldfinch Bio.

See more background on these licencing and m&a deals at https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/startups-innovation-economy/jpmorgan-chase-q1-2023-biopharma-licensing-and-venture-deals.pdf

Good luck, Brighty

Yes and as an example Sigilon’s stock jumped over 600% when Eli Lilly announced back in June that it planned to acquire it....

Good luck, Brighty

Exactly and just look at the billions paid recently in our sector for smaller rivals. $10.8 Billion for Prometheus Biosciences by Merck, Iveric Bio sold for $5.9bn to Astellas & GSK's £1.6Billion takeover of Bellus. There are plenty more like this....

Good luck, Brighty

Quite right and with BMS paying $4.7 Billion for Mirati this week plus the fact that there were 479 M&A deals announced in the pharma sector in Q2 2023 , worth a total value of $51bn, bodes well for a stonking deal for AVCT. Bring it on....

Good luck, Brighty

EUDA 23.13% over the last 30 days. Word is spreading.....

Good luck, Brighty

Exactly and we are due an update soon. Could it be:

* A positive IND RNS re HEMO-CAR-T from the FDA ?

* CBR news ?

* Additional strategic investments above the current share price such as Prevail or ANother ?

* Phase I clinical trial of HEMO CAR-T licencing deal ?

It's going to start getting very interesting as we move in to the last quarter of 2023....

Good luck, Brighty

Yes, deal numbers and the size of the transactions are increasing in our space at quite a pace.

* There were 479 M&A deals announced in Q2 2023 in the pharma sector, worth a total value of $51bn.

* It's worth pointing out that Mirati is a slightly advanced business to SAR. It has approx 1 billion in cash (enterprise value of this deal equates to $3.7 Billion - which is still WOW money Seawolf, as you say).

* What's very interesting about the Mirati deal is that judging by the industry gossip Sanofi was considering purchasing Mirati also.

* Fierce Pharma (link below) is reporting today that it is "another major deal that the French pharma has missed. Sanofi previously targeted Horizon Therapeutics but lost to Amgen, it also lost a bid for Reata Pharmaceuticals to Biogen".

* What we do know about Sanoffi is that a couple of years ago it paid £1.1 Billion for Kymab, co founded by Sareum Non Exec Dr Mike Owen. i.e. Dr Owen will hopefully be lobbying Sanoffi when the time is right about SDC 1801/1802/SRA737. Sanoffi won't want to keep missing out on deals....

https://www.fiercepharma.com/pharma/bristol-myers-buys-mirati-58b-i-o-giant-branches-out-targeted-therapy-cancer

Good luck, Brighty

Yes, it looks like the funds will be coming via EUDA Health (Nasdaq”). i.e. The TheoremRx EUDA merged business will then be able to raise the funding for the Val licencing deal...

Good luck, Brighty

Exactly. Not the usual "we know of no reason etc". The wording is intriguing. 25p a share pre-news looks possible now....

Good luck, Brighty

Yes, the charts point to 25p within 1 trading session, which looks like its coming by Monday. After that your 50p-70p predictions are looking plausible...

Good luck, Brighty

Up 40% already at 13.50p and the charts point to 25p within 1 trading session. It really does look like we are going to see another OBD up 300+% , POS up 800+% & ORCA up 450+% here soonish....

Good luck, Brighty

27% up already. Don't forget that OBD went up 300+% , POS went up 800+% & ORCA went up 450+% all in the last month. This kind of rise could very well be repeated with VAL very soon....

Good luck, Brighty

Now we know where the funds will be coming from: via EUDA Health (Nasdaq”). i.e. The TheoremRx EUDA merged business will then be able to tap shareholders for the requisite funding for the Val licencing deal. They are also talking up their credentials in this respect in the announcement.

* the TheoremRx management team and strategic partners have extensive experience raising capital in public and private companies, having raised over $1B in financings ranging from early-stage venture financings through crossover rounds, and capital markets transactions including PIPEs, IPOs, follow-ons, and debt financings"

Game on.....

See IronMighty's post or click the link: https://www.morningstar.com/news/globe-newswire/8944265/euda-health-holdings-limited-enters-into-letter-of-intent-for-proposed-merger-with-theoremrx-inc

Good luck, Brighty

Yes, it does feel like news is on the way. If we get the update many on here are predicting then the last month at OBD up 300+% , POS up 800+% & ORCA up 450+% could very well be repeated here....

Good luck, Brighty