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Meanwhile back in the M&A area :

Lantheus weighs potential $7 billion sale after Curium's offer!

The Full Commission of the U.S. International Trade Commission (ITC) affirmed the ITC's initial determination from December 2025 that Innoscience infringed an Infineon patent concerning gallium nitride (GaN) technology and ordered import and sales bans against Innoscience. The ITC Commission's final decision and the bans are subject to a 60-day review period of the US President.

Pls ignore Gallium note . Wrong stock

For anyone interested:

The Full Commission of the U.S. International Trade Commission (ITC) affirmed the ITC's initial determination from December 2025 that Innoscience infringed an Infineon patent concerning gallium nitride (GaN) technology and ordered import and sales bans against Innoscience. The ITC Commission's final decision and the bans are subject to a 60-day review period of the US President.

Not the only one I am sure.

Lively friday ahead of us, size buyers lining up - the last thing you do is take profits. Much more to come, re- rating to US levels prior to IPO. Enjoy tomorrow, PS ,our director having participated in the recent rights issue, will soon have generated 100% return on his investment at 60p. As mentioned , The last thing any one does is take profit!

DC09: Approaches to Drug Development for Rare Malignancies

Sunday, April 19, 1-2:30 p.m. PT

worth watching out for what the FDA have to say.

Would not be surprised to find AVCT present and " listening in " .

:

Room 1 – Upper Level – Convention Center

Moderators: Elizabeth Dianne Pulte, MD, U.S. Food & Drug Administration, and Martha Donoghue, MD, U.S. Food & Drug Administration

Novartis out shopping again!

They have a few months to come up with the right price

Remember this was announced after hrs (UK),our US based CEO very cleverly gave her and the management more to talk to our US based investors and close a significantly oversubscribed issue.

Latest from the press: researchers have, for the first time, observed quantum oscillations in gallium nitride, a semiconductor crucial to technologies ranging from LED lighting to high-power electronics and "this could significantly expand gallium nitride’s potential."

The sort of scientific news which should remind us of the USTDA agreement which will include " engagement with potential US off-take partners.

US investor and future

Just a question , but the recent research notes from Zeus have all carried a target price of 8.9p and always explaining that the projected Gallium assets

was not part of the est. calculation for the target price.

However with everybody getting very excited about Gallium and how big the mineral potentially could be in the market ( outside China ) and with Altona and their upcoming MRE results, surely this should mean an even higher target price ?

MRE

Reminder : NY on EDT and good to see size buyer back early and indeed usual suspects / MM back on the bid, lucky them to pick up stock at current prices!

Both and would not be surprised for a second move during the last hour .

All busy warming up in Boston, local's having the latest latte coffee , called "the Beast " .

With the right party on the bid, watch the bid closing in on the offer price.

as mentioned yesterday, early start from size buyer(s) overseas.

Interesting last 30 min in the today's trading, would expect it to continue at the opening tomorrow and to accelerate before midday, only 2 1/2 trading days before company presentation in Boston.

Not sure if mentioned,

but with only a few full trading days left before Cowen healthcare conference,

Avacta's live presentation with the CEO and CFO at 09.10 am ET, ie. before the street opens and I am sure you all know LLY and their CFO will be hosting a fireside chat the day before at 3.10PM ET and so is Tempus.

Interesting next week ahead !

One clever "cheap" offer left , would expect final

hour will show us some keen buying in size.

did I mention AI?

our friends at TEM had a good wednesday with their HRD -RNA and carrying on today with a broker pushing them, quoting :

" We view Core Precision Oncology diagnostics, TEM’s core market, as among the most attractive in healthcare, with $40bn+ TAM and a sustainable 30%+ growth rate,” Bloomberg reported, quoting a research note from the analyst."

Meanwhile with some healthy buying and the usual house back on best bid, could be a noisy afternoon.

Remember what CC said earlier this year:

" We continue to have multiple conversations with global pharmaceutical companies regarding our full pipeline. We are incredibly excited for the year ahead, which the board believes will be a transformative period for the Company, patients and our shareholders."

note " our full pipeline " !

with the gate keepers on the bid again, it is a question among the majors :

" Who blinks first " or heard at LLY's " we're going to need a bigger boat ".

among of you who enjoy trading, time to join us .

I noticed the usual suspects back on the bid.