Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Eliot Forster non executive chairman of Avacta became Protalix Bio Chairman mid September 2023.
Three weeks later Israel are at war.Just hope he stays safe in his new role:
Top man.
https://www.nasdaq.com/articles/protalix-biotherapeutics-appoints-eliot-richard-forster-to-succeed-zeev-bronfeld-as
https://protalixbiotherapeutics.gcs-web.com/node/13746/pdf
https://protalix.com/
Could a certain BP who may be running their eyes over Avacta and the Pre/Cision platform and all of Avacta’s other IP,be ready to trump Eli Lilly in the Point Bio deal.
Do they want all Pre/Cision licences under their control.
Pop corn ready it’s going to be a good Christmas ….
GLA…
Thanks Gmcc
This link better
Biotechnology Value Fund sees "negligible downside and the potential for significant upside for the issuer’s shareholders to await the results of the SPLASH Study prior to consummating the Acquisition," the investor said in the filing. "Accordingly, in the absence of the SPLASH Study results, the Reporting Persons do not intend to tender their Shares in support of the Acquisition in the initial tender period expiring November 9, 2023."
Plus they have pre/Cision licence also waiting on Q4 data
This is very interesting pod cast 18 mins in
Break through therapy harder to achieve than fast track.
FDA give a lot of guidance Avacta must be close to approval once they have PK data ready.
GLA…..
https://m.youtube.com/watch?v=U0kmxYRQQS0&feature=youtu.be
Well worth a watch
https://m.youtube.com/watch?v=ae2xENSTp4Y&pp=ygUOZHIgd2lsbGlhbSB0YXA%3D
GLA…
🦒to keep this thread going
This puts Eggy argument to bed:
18 mins in:
https://youtu.be/PWrjyiR-r6o?si=YEIBi-o-HXDkgg9L
Courtesy of @blueberrymgmnt from X (twitter)
Https://clinicaltrials.gov/study/NCT04969835?tab=history&a=1
SP still under £1.50 just buy now
Eggy if arthritis was a problem it would be listed on this here:
Key Exclusion Criteria:
Received trastuzumab within 7 months of the planned Cycle 1, Day 1 AVA6000 infusion
Received a prior total cumulative anthracycline dose of >350mg/m^2 doxorubicin hydrochloride (or equivalent anthracycline dose)
Clinically significant or untreated central nervous system (CNS) metastases requiring treatment, as determined by the Investigator.
Has leptomeningeal disease
Any history of an active (requiring treatment) other malignancy (except any in-situ carcinoma, non-melanoma skin carcinoma and early prostate cancer with a normal PSA) within 2 years of study entry
Has a significant, uncontrolled, concomitant disease that could affect compliance with the protocol
Has uncontrolled hypertension (systolic blood pressure [SBP] >150 mmHg and/or diastolic [DBP] >100 mm Hg), unstable angina, congestive heart failure (New York Heart Association (NYHA) Class >II), left ventricular ejection fraction (LVEF)
FAP in joints I think you need to find a new dealer 😂
“You're twisting my melon man”
Rampers & trolls will be here until BP turn up but let the banter carry on.
Give it learn to take it…..
Not saying meeting didn’t happen.
The meeting notes sound convincing, but 350 members claim they own 16% of the company.
Avacta share capital = 283,614,110 shares
16% of company = 45,378,257
350 TG members average 129,652 shares each.
I can’t see each member of the group holding that amount.
So the magnificent 7 who attended must hold very large holdings hence the private meeting.
GLA
In my opinion it’s got to be a licence deal very soon.
Avacta BOD would not rush out PK Data for a BP to buy the company.
They would rush out PK data to secure a licence agreement to secure the companies future.
Earlier in the year AS,We will release data after P1a complete, now we will release C6 data with some C7 if available.
New buzz word optionality.
What does that mean
A 100m upfront licence deal
Allows AVA6000 to be brought to market with a equal revenue BP partner
Could pay off HCI loan if required
Allows more Pre/Cision drugs to be moved forward.
Dream outcome a BP takes multiple licences on platform.
That would rattle the rest of BP.
GLA
It’s a bit of a coincidence since Eli Lilly announced they were buying Point Bio ( the only company with a Pre/Cision licence)
Avacta daily traded volume has more than doubled since last quarter.
Who is buying ????
This looks like a company that could help Avacta with the Pre/Cision platform in Europe.
MAP Patient Access Ltd.
Market Access For Oncology
MAP has a wide range of experience across a full range of cancer treatments, working in partnership with our clients to accelerate access.
Cancer remains one of the biggest causes of death across Europe. It is one of the largest areas of research for new effective cancer medicines. The range of targeted cancer treatments is growing rapidly which has created new challenges for pricing and reimbursement systems. We can help you navigate these challenges and understand the importance of accelerating access and demonstrating value to payers in a competitive marketplace.
MAP can help you through early engagement, consulting, and our MAP membership to gain successful Market Access for your product.
We can help you
Understand the regulatory and reimbursement challenges faced by oncology medicines and technologies
Develop strong relationships with regulators, payers and KOLs across the sector to help you to engage effectively
Develop your evidence-generation strategy across multiple oncology indications
Develop your strategy all the way from Phase II clinical trials, through evidence generation, regulation and HTA and reimbursement to post-market adoption and implementation
Guess who is Non Executive Chair for MAP Patient Access Ltd.
Avacta’s Non Executive director Shaun Chilton
https://mappatientaccess.com/
Shaun Chilton was most recently Chief Executive Officer ("CEO") of the formerly London-listed Clinigen Group plc ("Clinigen"), a global pharmaceutical and pharmaceutical services platform business,
Shaun has held a number of senior and executive commercial positions over more than 30 years in companies in pharmaceutical and pharmaceutical services industries. These include at Pfizer, Sanofi, Wolters Kluwer Health and KnowledgePoint360 Group (now part of UDG Healthcare).
Another shrewd appointment by the Avacta BOD
Sanofi one of leading BP in Fap.
PL
Is that 1.3 trillion ex (China)
DTW
“ Energy, $665 billion is the conservative estimate. £1.3 trillion is the stretch estimate”
Like Avacta don’t like to be a booster 😂
Today there is $665 billion of comfortable firepower amongst the top 20 companies listed here.
Last page 105
OK who moves first on Avacta.
https://www.stifel.com/Newsletters/InvestmentBanking/BAL/Marketing/Healthcare/Biopharma_TimOpler/Stifel_FirstHalfBiopharmaMarketReview_07.07.2023.pdf
GLA
Fiona,
“ While our lead pre|CISIONTM candidate AVA6000, is progressing through clinical development at pace, we continue to develop other potentially high value assets.”
GLA