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“When the facts change, I change my [plan] - what do you do, sir?”

― John Maynard Keynes

The kernel of my earlier post clearly fell on stony ground {furrowed brow}. Let me read between the lines for those who haven't cottoned on yet...

Big farmers fear making the wrong investment decisions because the wrong choice by the top people, those with their hands on the money, risks not only ruining their company - think a class action if they choose a toxic drug and/or acquisition by a bigger farmer if they don't keep growing the business - but also their own personal careers, although that was not a consideration Alan seemed particularly bothered about, but then he was more a lifestyle farmer than a big farmer.

But the important question is, do big farmers have more fear about making the wrong investment decision or about losing out to a competitor who makes the right investment decision? ...So there may be ADC licence and partnership deals going on left, right and centre whilst Avacta with its PDC appears to be the ugly duckling sitting it out against the wall waiting to be asked to dance but... well if it's not clear by now, then carry on believing the FUDsters when they continue to post their do-dos because, licence deal or partnership - or even takeover, it's not happening ***YET*** (er, full results from Phase 1a not even reported yet...) but once the offers start, many with or without ADC interests will likely pile in. Make your choice: believe the FUDsters or think and make your own assessment...

Very interesting article posted earlier by yorkshirepragma but now taken down for some reason: https://www.nature.com/articles/d43747-024-00098-4. This is the pipeline of Chinese company MediLink Therapeutics: https://www.medilinkthera.com/pipeline with their TMALIN platform. There is a video about TMALIN on the link to it.

Big farmers are very conservative when it comes to sploshing the dosh - and who wouldn't be, given the numbers involved? They like to play it safe and follow what others are doing - herd mentality. That is why deals for ADCs can happen at an early stage (Phase 1 or preclinical) even though the improvement is only likely to be incremental, unlike the revolutionary improvement of Avacta's as-yet not fully proven pre|CISION platform.

Me-too drugs: https://en.wikipedia.org/wiki/Me-too_drug

Good background article: 'Me‐too pharmaceutical products: History, definitions, examples, and relevance to drug shortages and essential medicines lists' ( https://pmc.ncbi.nlm.nih.gov/articles/PMC7576625/ )

Could someone who's able to contact Jimbalim ask whether he's got any clips from the Q&A(s)!

This one is mildly interesting, mainly in that AZ have tied up $3.5bn in the US: https://www.londonstockexchange.com/news-article/AZN/astrazeneca-invests-3-5-billion-in-us/16759426

And this one is very interesting - their continued commitment to ADCs employing deruxtecan: https://www.londonstockexchange.com/news-article/AZN/dato-dxd-new-bla-submitted-nsq-bla-withdrawn/16759272

Very good point B2H. There'll be some interesting high level budget talks going on very soon.

Sorry Timmy. https://tinyurl.com/mxnf68fd

Https://www.rightmove.co.uk/properties/148942715#/?channel=COM_LET

£4,992 pcm

£59,900 pa

Does Avacta own it or was it just rented? I suspect the latter as there are no sale prices for those units: https://www.192.com/address/details/wetherby/ls23+7fa/unit+20+ash+way/

And Unit 20 is one very much like the rest of the units: https://www.google.com/maps/@53.9130858,-1.3166038,3a,64.3y,172.97h,90.63t/data=!3m7!1e1!3m5!1s_2IrUeXeDJN3JUg842ofMA!2e0!6shttps:%2F%2Fstreetviewpixels-pa.googleapis.com%2Fv1%2Fthumbnail%3Fcb_client%3Dmaps_sv.tactile%26w%3D900%26h%3D600%26pitch%3D-0.6314446893413646%26panoid%3D_2IrUeXeDJN3JUg842ofMA%26yaw%3D172.9695403311767!7i16384!8i8192?entry=ttu&g_ep=EgoyMDI0MTEwNi4wIKXMDSoASAFQAw%3D%3D

So impressed with the data and future prospects I sank in my final last, final, last final top-up.

@B2H, last time round they were adults with professional expertise and integrity. This time they will be yes men totally on board with the aims of Project 2025.

Musk is a big supporter of Russia. He owns Twitter, which is another reason why I can't see Trump firing him.

Saw a vox pop yesterday in which Americans on the street where asked, literally: "Will you be voting today, Wednesday, November 6?" and the several ones shown said they would be (Jimmy Kimmel show).

Conversely a British, European or Japanese company might want to move first and take Avacta before Trump takes office and RFK Jr starts to 'Make America Healthy Again'.🙄 I see the possibility of a very different FDA a couple of years down the line if Trump the dictator and his appointees and their appointees do what dictatorships do.

Now there's an invitation I may or may not be interested in...

I like you wherethefoxhat but I think the alleged tech issues, not acknowledged or admitted by Avacta themselves afaik, are really a hold on release because their lawyers had stepped in to say they'd mentioned 'material information' during the presentations that hadn't been RNS'ed or IP that hadn't yet been protected.

You see 'Buy' shown on LSE so you think it's a buy...

How do you know it's a buy and not a sell? Really. How?

This is the position that Robert Kennedy Jr may soon be given: https://en.wikipedia.org/wiki/United_States_Secretary_of_Health_and_Human_Services

He's not going away, so face up to what the future has in store.

Project 2025: https://static.project2025.org/2025_MandateForLeadership_FULL.pdf

@B2H, No problem, my question was originally directed at Aldebaran as he/she/'they' stated "The real ones that need to be concerned are GSA. But small fish panicking PI's will no doubt let them out completely unscathed" and was wondering what GSA's out price was. No response from the monkeyspanker yet though...

@B2H, I see when (from-to) and how much (% short) but not the price shorted (sold) at. Am I missing something?

@B2H, to my mind that only shows how much and when, not the price they did it at. I thought Aldebaran/MonkeySpanner might have a handle on what they are in for, or more importantly, when they want to be out by.

@Aldebaran, what price did GSA short at, do you know?

@Nanomat, Diagnostics was relegated to just a link at the bottom of the page some months ago.