Member Info for Hurst10

Following Novartis' $11 bill 100 spin- off of Sandoz, Novartis have been very busy on innovative medicines, Precision being one of them and if any one will/should work with Avacta it should be Novartis. They lost out in a few transactions incl. Point Biopharma to Lilly, so I would be very surprised if we do not have our Swiss -German friends in Barcelona!

However I hope we will make it to an IPO carrying an even higher valuation with GS etc running it, upcominng news flow will change everything, with a major license deal on board as well.

3 mill traded at midday, indicates we will very soon be back testing 66-70, perhaps even today, however to be short or having sold and not bought back, will prove to be very costly, going forward.

if we can filter the nonsense from proper market related replies, much appreciated.

Ok

Do we have a time when she will present ?

Merck & Co. has acquired Modifi Biosciences in a deal worth up to $1.3 billion, gaining the latter's preclinical DNA repair-targeted therapeutics to tackle some of the more difficult-to-treat cancers. The acquisition, announced Wednesday, includes a $30-million upfront payment and up to $1.3 billion in potential milestones.

Strong words from The CEO “ AVA6103 in preclinical models, suggesting that AVA6103 could have an unprecedented safety profile in the clinic“

Cordel Group PLC (AIM: CRDL), the Artificial Intelligence platform for transport corridor analytics, announces that Network Rail has provided a Certificate of Approval for Cordel's AI-powered outputs for Electrified lines.

Last month’s announcement from Tempus and Takeda:

Tempus Announces Expansion of Collaboration with Takeda to Leverage Multimodal Real-World Datasets and Biological Model Systems in Oncology Research and Development

Trust we will have usual banter this week and I am sure every day, the market will ask themselves, “ why did we not buy more “,

Well guess who did, Myles,RAH and the usual gang on our board.

Well done everybody, if the market playing the 60 min “ let us scare the market and knock the price down for an hour, before we all buy more “ take advantage of it, trust you will have a very different price later this week, much further north of current level

Gents it has been fun, however not long before the likes of GS,Jefferies etc. takes over running the book building and a proper price, proper liquidity , proper trade and guess what our Swiss friends, might want to have a conversation with the upcoming book runners.

PS

Did I mention keep up the short position in Peel H.

Just in case you disagree, next profit warning .Look at the price, did you all see how much Deutsche did as a goodwill write off with the Numis acquisition, 300 mill!!!

Good luck next week

Who will get there first ?

The bankers for the IPO or Novartis et al ?

GS etc will all be in Barcelona

I may be wrong, but during the last presentation, did CC not confirm that they are in negotiation ref a sale of DCX but a counter bid was being look at.

She could do a license deal today ref AVA6000, but she was looking to an even better deal with possible a different company ( major )

Barcelona pre , during and afterwards could be sensational !!!

Anyway usual strategy, buy more on any weakness, worked again today.

Enjoy the week end.

A whole new trading range awaits us.

Just as a reminder , prior to working as Chief Medical Officer at Immunocore Ltd, she led early development programs at Novartis!

Meanwhile Novartis continue making deals in the oncology area and this one will be their 7th in 2024.

Next stop Barcelona !

Novartis tapped Chinese biotech Baiyu Pharmaceutical as the source of its newest pipeline programme in a deal Wednesday that revealed few details.

The Swiss pharma agreed to pay $70 million upfront to gain an exclusive, worldwide licence to a small molecule anti-tumour asset from Baiyu, which is eligible for $1.1 billion in milestones, plus tiered royalties.

The partners did not disclose the compound's target, indication, or stage of development.

According to Baiyu's online pipeline, its lead candidate is BY1298, a DNA-PK-targeting DNA damage repair programme in Phase II testing for solid tumours. The company's next most-advanced asset is PARP7 inhibitor BY1921 in Phase I testing for solid tumours.

Great RNS with Barcelona coming up next week.

Ref the trading, note how the offer price 70 is being tested in the usual way, before they move in and we will comfortable making our way through the 70-80 level before the end of the week.

Just saw your message.

I will suggest opening price ex RNS

68-72

Incl RNS

Further north

Closing bid and offer pls.

no basement nonsense, just your view, based on your market experience.

just the figures pls

Funny that, we all beg you too keep quiet and come back after the close.pls!

As discussed before and mentioned at a public presentation:

“ you might as well applied 1$bill to each AVA”

What do think the book runners GS, Jeffries etc are / will be doing ?

Only constructive answers pls

Zzzzzz

If you realy want to embarrass yourself, when we all recomended during the time when the market came off on DB's note, I believe you had a very strong opion about all of us +all your sell recomendations over the last 4 months vs our buy recomendations looks quite frankly embarassing, however as we all know, you never dare give us a proper reason for selling or indeed buying, in fact what you and your basement gang does, is commenting and being rude to the majority of the real contributors, who is leaving this platform, as it is turning in to somewher where you etc will just sit there and issue rude comments to the person having issued a comment, but you will NEVER issued a contructive comment with regards to a company's share price and events.

But offcourse the best thing is that some of us will be looking forward to, is that we will be following this amazing company across to NY and we can all have coffee together when the bell rings and wish you and your " gang" good luck with the next company on the board.