Member Info for glasshalfdrunk

Alde - I'll just take you back a month in time, recognise this melt down? Not wanting to engage in a fight as i also hold Avacta but give it a rest here ffs

26th March

8% discount last time, almost 10% discount this time - about time a raise was done at a premium here. greedy ****t s are taking the p1ss.

good news funded to next year but clearly no commercial deals landing anytime soon. ffs getting boring now can they commercialise this or not. i for one belief that a deal was coming imminently. guess not. the wait continues

Not over reacting just p*used off with insiders always demanding discounts while us retail punters have to do it the hard way with endless research and technical analysis. RH filled his boots with 500k worth at a price he has basically chosen right before all these data catalysts. He can fk off far as im concerned. I know someone that knows him as well so ill be ensuring he gets, the message.

I wasn't uber ramping before I just wrongly believed Christina again that deals were imminent. Were the fk are they?? Long past due now.

Price Will of course drop below 63p and all the spivs will be flipping the stock holding us here when we should be marching on and raising at a higher price or preferably making a bludy DEAL.

Im p1ssed by kefi mainly and this is another kick in the balls. I need a week brake or so to digest then can get back "uber ramping" again. Lol

27th March

Have you ever seen a fundraise that isnt over subscribed? No wonder this was tho it was such good value but then again so was current market price. P1ss takers the lot of them.

Why is ava6k STILL enrolling as well? Getting bored of that. Just effing deliver a deal avacta and stop diluting us

Timster forgive, me for believing the CEO had a deal up her sleave and that we had a platform worth billions and multiple different ways to slice it up and generate income as opposed to yet MORE dilution and with warrants as well this time. Takes the p1ss. Like kefi still an amazing multibagging opportunity but unnecessarily difficult to make good money from.

There's your problem...listening to Zak!

You either believe the science works or you don't

Twas ever thus!

Roll on Monday - good vibes for next week RNS

Alde - i am invested in both Avacta and Hemo - i dont ramp, deramp or troll.

For the Avacta board's sake can you stop trolling Hemo/promoting Avacta on the Hemo board - it's only going to provoke others to retaliate and clog up space here - there's enough positive stuff going on with Avacta - let the science (and Christina) speak for itself. We don't need a missionary uber ramper!

Losta/Pumpky before you say it - our time will come!

I believe from memory that Haywain referenced Gilead as a potential suitor for Hemo (along with J&J) - please correct my failing memory if i'm wrong Haywain!

This deal of $1.68bn upfront with $500m to follow is a nice follow up to their $7.8bn acquisition of Car-T specialist Arcellx, earlier this year.

Still in phase 1/2 clinical trials but struck early because it '“demonstrated transformative efficacy and a differentiated safety profile” - lets hope Hemo are not far doing something similar

'By acquiring GSK-founded Ouro Medicines, Gilead will get its hands on OM336, also known as gamgertamig, a BCMAxCD3 TCE aimed at autoimmune disorders. Ouro has taken OM336 into phase 1/2 studies, which have “demonstrated transformative efficacy and a differentiated safety profile” in conditions like autoimmune hemolytic anemia and immune thrombocytopenia—which both involve the autoimmune destruction of circulating blood cells—after a single treatment cycle, the pharma explained.'

Novartis pays Synnovation $2B upfront for breast cancer program as rivals circle.

Novartis has struck a front-loaded deal to buy Synnovation Therapeutics’ pan-mutant‑selective PI3Kα inhibitor for $2 billion, securing an asset that could defend its breast cancer franchise from challengers including Eli Lilly.

The Swiss drugmaker already sells a PI3Kα inhibitor, Piqray, that competes with Roche’s Itovebi for the breast cancer market. Both drugs hit the mutant and wild-type forms of PI3Kα. Because inhibition of wild-type PI3Kα is linked to severe high blood sugar, researchers have identified selectivity for mutant forms of the protein as a way to improve on the safety and tolerability profiles of Piqray and Itovebi.

A label expansion and clinical data for Itovebi have handed Roche an advantage in the commercial battle. And, with other new challenges now in phase 3, Novartis has bet big to reestablish itself at the leading edge of a field it created.

Novartis is paying Synnovation $2 billion upfront for Pikavation Therapeutics, a wholly owned subsidiary of the biotech with a portfolio of pan-mutant-selective PI3Kα inhibitor programs including SNV4818. The deal also includes up to $1 billion in milestones.

Bigbone

My issue is with timing - like a bad columbo episode, unless Vlad's presentation was bumped forward then he presented at 17:30 - 10 mins after AI presented your post of his speech - which didnt include anything new. Unlike most other participants at these conferences that post their every movement and how grateful they were and how brilliant everything is! Vlad never posts anything! As much as i'd like to know, i also quite like that about him - no social media bo!!ocks. As long as he delivers when it counts then that is fine by me.

(And hereford is a great place to be!)

Next one is Sep 14-16 2026, i'm guessing this is AI generated

Hi BBB - you sure this was today?

He's presenting in California later today 17:30 UK time - LSI USA

i assume if we are going to benchmark ourselves against enhertu - any current success/progress for them is potential future success/progress for us?

daiichi sankyo and astrazeneca’s reigning antibody-drug conjugate (adc) enhertu is homing in on another potential approval, with the fda this week granting the drug priority review in a subset of her2-positive breast cancer patients. daiichi and az are specifically pursuing a green light in patients with residual invasive disease after neoadjuvant treatment with a her2-targeted drug.

the fda priority review tag follows receipt of a breakthrough therapy designation in the indication in december and tees up enhertu for a regulatory decision by july 7, daiichi and az said in a march 9 press release.

the partners’ application leans on results from the late-stage destiny-breast05 study, in which enhertu curbed the risk of invasive disease recurrence or death by 53% versus a control of trastuzumab emtansine (roche’s kadcyla) in the specific breast cancer patient population.

enhertu also reduced the risk of distant disease recurrence and brain metastases by 51% and 36%, respectively, compared to the trial’s kadcyla control.

“for patients with residual invasive disease after neoadjuvant therapy, identifying additional treatments following surgery is critical to help further reduce the risk of recurrence and help prevent progression to metastatic disease,” ken take****a, m.d., daiichi’s global head of r&d, said in a statement.

the u.s. filing comes as submissions based on destiny-breast05 are already under review in the european union and japan, az and daiichi said. and ahead of the new july decision date set by the fda, the partners are also awaiting the u.s. regulator’s verdict on their enhertu application for neoadjuvant treatment in her2-positive stage 2 or 3 breast cancer.

since its initial 2019 nod in her2-positive unresectable or metastatic breast cancer patients who’ve received two or more anti-her2 regimens, enhertu has gone on to pick a suite of breast cancer indications, and the drug late last year scored a coveted first-line nod in combination with roche’s perjeta.

Sticking with Estonia and possibly getting ahead of myself ,but interestingly not only is Estonia ' welcoming' for monetising clinical trials, it is also very tax friendly too. If Hemo was to set up an Estonian subsidiary to deal with with Estonian revenue and costs then it wouldnt need to pay any tax until it declared a dividend! It is possibly/probably immaterial as HEMO (or the CAR-T part of HEMo) will likely be acquired for a Billion 👌, but an attractive proposition in any case.

In 2026, Estonia remains the only EU member state that taxes corporate profits exclusively upon distribution. Under §50 of the Estonian Income Tax Act, retained earnings are not taxed. Corporate income tax is triggered only when dividends are paid, at a rate calculated as 20/80 of the distributed amount. In certain recurring dividend scenarios, a reduced 14/86 regime applies.

Economically, this creates a 0% effective tax rate on undistributed profits. The distinction is not semantic. For capital-intensive or reinvestment-driven businesses, the ability to compound earnings without annual tax erosion materially improves equity growth curves. Over a five-year reinvestment cycle, deferral can significantly alter internal rate of return calculations compared to accrual-based regimes such as Germany (≈30% combined effective rate) or France (25%).

Gilead Sciences has struck a deal to buy Arcellx for $7.8 billion to take full control of a CAR-T cell therapy that is on the cusp of approval.

Arcellx partnered with Gilead to develop the BCMA-directed CAR-T anitocabtagene autoleucel (anito-cel) in 2022. Gilead invested in Arcellx as part of the agreement and, having invested again when amending the deal in 2023, owns 11.5% of the company. With Gilead on the hook for $530 million in milestones for anito-cel, analysts had speculated about a potential buyout.

New biomarker predicts chemotherapy response in triple-negative breast cancer

MD Anderson Research News February 17, 2026

Patients with triple-negative breast cancer have different treatment responses

Computational tools that predict treatment response historically overlook gene expression changes relative to the tumor microenvironment

New computational approach outperformed current methods for predicting chemotherapy response in patients with triple-negative breast cancer

Biomarker also directs some patients to alternative therapy and highlights population-specific differences between Asian and European tumors

Researchers at The University of Texas MD Anderson Cancer Center have developed a new computational approach designed to better account for changes in gene expression within tumors relative to their unique microenvironments. This approach outperformed current methods for predicting chemotherapy response in patients with triple-negative breast cancer (TNBC).

The new tool, developed by Wenyi Wang, Ph.D., professor of Bioinformatics and Computational Biology, and colleagues, was published today in Cell Reports Medicine. It aims to improve upon similar methods to predict treatment responses using an approach known as deconvolution, which involves breaking down, calculating and interpreting cellular differences. This approach also revealed novel insights into population-level characteristics of TNBC.

“Deconvolution strategies are not one size fits all,” Wang said. “We’re focused on making these methods more accessible to researchers without extensive computational backgrounds, with the goal of translating these powerful analytical approaches into practical tools that the broader cancer research community can readily apply to advance precision medicine.”

LG Shorts or short positions have been 20-21% for week now - currently 13% after todays funding news! Back under your rocks then..

Orna Therapeutics - launched in 2021 with $100m funding. Then raised funding of $220m in 2022.

It's still pre-clinical, hoping to start clinical trials early 2026! Yet sells for $2.4bn!

How much will Lilly or Gilead or... pay for HEMO? Hold on to the golden tickets folks

Eli Lilly has become the latest Big Pharma to buy itself a corner of the in-vivo CAR-T space via the acquisition of Orna Therapeutics for up to $2.4 billion.

Massachusetts-based Orna has been using its engineered circular RNA platform to create a pipeline of in vivo CAR-T cell therapies led by ORN-252. Lilly described the CD19-targetting ORN-252 as “clinical trial-ready,” with the goal being to develop the therapy for B cell-driven autoimmune diseases.

While Lilly is paying up to $2.4 billion in cash, the pharma didn’t divulge how much of this will be paid upfront and how much will be held back until certain clinical development milestones are hit.

Orna’s pipeline is based on combining engineered circular RNA with lipid nanoparticles to generate cell therapies within a patient’s body.

“Experiments to date suggest that Orna's circular RNA platform may deliver more durable expression of therapeutic proteins and therefore unlock treatments that are not feasible with current RNA or cell therapy platforms,” Lilly explained in a Feb. 9 release.

Today’s deal means Lilly will be the owner of a conveyor belt of in vivo CAR-Ts. The company said this “broad platform” will offer “long-term innovation in genetic medicine and in vivo cell engineering.”

The acquisition follows in the footsteps of the likes of Gilead, which bought in vivo CAR-T company Interius BioTherapeutics for $350 million and inked a deal with Pregene worth as much as $1.6 billion.

Matt - no real news is priced in, we are all happy (well most of us 🤣) at the steady rise in the share price but dont lose sight that the mcap is still only £60m! With the news rich period ahead - a meaningful RNS ( Made tfr complete, 12 mth update, patient 4 and paediatrics commencing....) as many have said before this is a Billion £ company in the making.

Last comment was in response to the downbeat hematite (doesn’t make any sense otherwise)

Until it is 🤣

I agree HFH- overlaps with Car-T and CBR and they are looking to spend 👍