Member Info for HighlyGeared

We all just want to increase our wealth through our investment in Avacta. Can we not just park the other stuff?

diamondlegs. Another R-Sole for the green coffin.

Monstrous volume today. If it's not II's reshuffling between themselves then could possibly be stake building by a suitor.

I'm no chartist, but even I can see it looks primed

I think Harwood just took all that Premier Miton had to offer, then just sold some on, maybe to another ii. Hopefully the result will be no loose stock.

As a relative newbie to avct , I'd missed out on this info re AVA600 from a couple of years . If this info is still current, the addressable market ( in my mind) just keeps getting bigger and bigger.

"In addition the pro-drug formulation may lend itself to be combined with approved immunotherapeutic agents including the checkpoint inhibitors (PD-1/PD-L1 – AstraZeneca/MedImmune, BMS, Merck, Roche/Genentech/Pfizer and CTLA-4 – BMS/AstraZeneca/MedImmune) inhibitors and tyrosine kinase inhibitors (Bevacizumab, Genentech, Cetuximab – Eli Lily/Merck KGaA, Trastuzumab - Roche/Biocon/Mylan), potentially expanding AVA600’s therapeutic use in a wide variety of solid tumors."

On heels of record-breaking Q2, Pfizer CEO Albert Bourla outlines plans to ‘go very big’ on BD

Pfizer CEO Albert Bourla uncorked some record-breaking Q2 numbers on Thursday, including the company’s highest-ever quarterly sales thanks to Comirnaty and Paxlovid, all while raising the full-year guidance. What’s he going to do with that cash?

“Go very big” on new deals, he said on the company’s Q2 call with investors.

*Merck's

Just as an aside. Merk's Keytruda now doing over $5B per quarter.

Interesting guidance from Takeda re Velcade sales.

Oncology, with 117.5 billion yen in reported revenue, declined -10% on a CER basis mainly due to the impact of generic competition to VELCADE®. ALUNBRIG® delivered growth of +34.7% on a CER basis. EXKIVITY® market data showed early signs of commercial success with a U.S. launch in September 2021 and global expansion continues with approvals in UK, Switzerland, Australia and South Korea. Additional approval decisions are expected in FY2022, including in China. Following discussions with the EMA, Takeda has decided to withdraw the EU Marketing Authorization Application (MAA) for EXKIVITY in second-line treatment of EGFR Exon20 insertion+ non-small cell lung cancer (NSCLC).

Great info gmcc. This statement seems a big leap:

"The resulting depletion of the stroma may also lead to activation of the immune system to kill the tumor by relieving the immunosuppressive effects of stromal cells".

jimjam. I wish I had more on the tax losses. It was a fact mentioned as being carried forward by the TRX largest shareholder Chris Mills last year. I'll try and get confirmation from one of the directors.

TRX are also carrying approx £70m in tax losses which would make it an even cheaper buy for certain potential bidders.

Thanks gmcc.

Thanks LLP. I was wondering whether they had the financial resources to be in the mix for a full AVCT take over as well as developing a ten drug Precision chemo pipeline, as financially they are in league division 2 compared to the biggest players. It appears they do.

Given the 3996 & Velcade connection , wouldn't Takeda be the logical suitor for AVCT. Not sure whether they would have the firepower to take out AVCT and develop the Precision pipeline? Any thoughts?

AZN receives EU approval for its Enhertu breast cancer chemo. Even so the side effects remain brutal.

"The safety of Enhertu has been evaluated in a pooled analysis of 573 patients across multiple tumour types who had received at least one dose of Enhertu (5.4 mg/kg) in clinical trials. The most common adverse reactions were nausea (77.0%), fatigue (57.2%), vomiting (46.8%), alopecia (38.0%) and neutropenia (34.6%). Cases of interstitial lung disease (ILD) or pneumonitis were reported in 12.0% of patients. Most ILD cases were Grade 1 (2.6%) and Grade 2 (7.3%). Grade 3 cases occurred in 0.7% of patients, no Grade 4 cases occurred, and Grade 5 cases occurred in 1.4% of patients."

A contributing factor is that there is such as lot of dross in the listed biotech sector, raising eye watering amounts of funding with little to no chance of commercial viability, that the world class disruptive tech gets lost in the crowd. Again, on a selfish basis, I'm grateful.

*breaking

On a purely personal/selfish level, I'll be eternally grateful for the LFT hangover and subsequent trolling. It enabled me to load up to a level I didn't think possible.
As a PI, imo it's incredibly rare to have the opportunity to participate at an early stage in ground braking disruptive tech with global ramifications. Usually, they are privately funded or dominated by hedge funds in their early stages. A final 25k top up this am, and now I have to sit on my hands so as not to do anything dumb, and wait for the data. GLA