Member Info for Dieselhead2

Sorry, I should have mentioned that he commented on a Nicky Denovan post from that meeting.

https://www.linkedin.com/posts/nickydenovan_unlocking-innovation-7-key-insights-for-activity-7130236110173036544-ADet

Worth a read. Neil Bell comments on the need to speed up Clinical Trials for novel treatments.....

https://www.linkedin.com/posts/white-city-innovation-district_unlocking-innovation-7-key-insights-for-activity-7130229055093690368-CLtw?utm_source=share&utm_medium=member_android

I noticed this on LinkedIn tonight and thought to myself "I wonder if...."

Ashwini Mathur, currently Head of Clinical Technology for Novartis, based in Dublin, will be leaving Novartis on 31st December for a new challenge. He will divulge where at an appropriate time...

Probably nothing to do with Avacta, but who knows....

https://www.linkedin.com/posts/ashwinimathur_around-18-years-ago-i-started-with-novartis-activity-7129436362545455104-RcCB?utm_source=share&utm_medium=member_android

Yep, very interesting. I wonder how many other Big Pharma will be meeting with Avacta......

Me too.

Just for the lunch launch....

Trinity Delta Avacta update out this morning.

Sum of the parts valuation currently 228p.

Sorry I can't post the link....

Apologies masterboffin, my reply should have been to you. Doh!

Hi Baffyman, he certainly does have a very good track record. He is a very shrewd investor and very often holds shares in a company for quite a few years. He does his homework. Several dozen of his companies have been taken over too.

A good write up on COG in the Sunday Times today tipping it.
Final results any day now. Let's hope they also announce a new CFO too with the results. That seems to have been the main drag on the share price since that announcement.

...and lots of other interesting stuff on her lecture too....

Courtesy of Craig@bigjock36 on Twitter and re-tweeted by Rich Ken.
I suggest you start watching from 36 mins in, if you are unable to watch it all. Very interesting comments on contract cancellation from the Government!!! It would be great too if Avacta managed to attract Kate Bingham on board IMO... Here's the link below. The Romanes Lecture took place on 23rd Nov 2021
https://twitter.com/bigjock36/status/1469927461722984453?t=L39GT_19Dwy1FsNaM0XAKw&s=19

I have just read via Sky, that Gatemore Capital Management (activist investors) are stake-building in DFS, (although not publicly disclosed yet), believing that their share price is under-valued and leaves them open to a Private Equity bid. This must surely also read across to SCS, baring in mind their cash postion at the latest update. Their next trading update should be around the end of November based on last year's.......

A subtle dig at the present UK government perhaps.....Oh, I forgot, they are all for supporting and championing UK diagnostics companies of course....

Sorry for repeat post, I hadn't realised my 1st post today had been posted. Doh...!

Takeover bid for Arena today (ARE) at a 50% premium to last night's share price. This could have a positive read across to AEO. Their results are due out any day now. I see Alan Charlton has gone above 3% on 12th October. He appears on Mello frequently and he is a strong supporter of AEO. I have decided to 'dip a toe in' this morning. Horrible spread though! Come on AEO, you need an additional broker to help with liquidity....

I see Arena Events (ARE) have received a takeover bid from Theta Bidco today at a 50% premium to their closing share price last night. This could give a possible 'shot in the army boost to AEO's share price today. Also, I see Alan Chrarlton increased his holding above 3% on 12th October. (He has appeared on Mello Events evenings on several occasions singing the praises of AEO and is well worth following on there).
AEO have their final results out any day now. Probably why Alan Charlton topped up. Needless to say, I have just bought an entry position 1st thing this morning....

Great Testspectations by Flo Lateral.. .

Hopefully Stifel will increase their target price after the forthcoming trading update and this is a conservative target price by them at the moment......

'Buy' recommendation and target price of £1.00 out from Stifel this morning. Tweeted by CAPD a few mins ago....

In an announcement today on LSE, I see Sanofi are buying Kymab.
Kymab are not on the stockmarket. They are a clinical stage Biopharma company based in, of all places, Cambridge. An interesting read about them on their website..... I'm sure there will be lots more M & A activity to come....