Member Info for Hurst10

• Looking to build up its pipeline of future products, Eli Lilly (NYSE:LLY) aims to announce a $1B-5B deal for each quarter of 2020.
• The acquisitions will focus largely on earlier stage opportunities across key therapeutic areas including oncology, pain, immunology, and neurology, quote from the CFO !
Note the immunology and oncology area, as I mentioned the hottest area in the Healthcare.
They are joining a growing group of majors with “ have cash, will spend “.
Keep an eye on Avacta’s shareholder list

Could cytotoxic T-cells be a key to longevity?
Date:
November 13, 2019
Source:
RIKEN
Summary:
Scientists have used single-cell RNA analysis to find that supercentenarians -- meaning people over the age of 110 -- have an excess of a type of immune cell called cytotoxic CD4 T-cells.

Perhaps their commercial information platform will change!!
Quality distribution channel network will create quality news flow from a quality company.

Good move,
The newsflow from SF is very bullish in their sector and do not forget , ADC Therapeutics will shortly commence with their IPO, Astra Zeneca heavily backed and Avacta a JV partner.
Interesting times ahead with the profile of Avacta going north.
Would buy anything you can hold of.
25 by Friday

Agree
When you have the likes of Monopar ( MNPR) involved in a analog of doxorubicin
engineered specifically to retain anti cancer activity while minimising toxic effect of the heart.
Follow up offering at 40 price to book of an 7x value of the iPo done in Q4.
Avacta is ridiculous cheap vs US

More from SF:
Astellas and Adaptimmune Enter into Agreement to Co-Develop and Co-Commercialize Stem-Cell Derived Allogeneic CAR-T and TCR T-Cell Therapies
ADAP moved 24% .
Shows you Avacta’s JV with Daewoong novel cell and gene therapies is a brilliant timed announcement with regards to a new level in immunotherapeutic strategies is excellently timed, the week before the conference.
Watch the shareholder register!!

Do not forget China showcase took place as well in SF with the JPM.
Asian companies and investors, Avacta was there,
LG chem presenting at the JPM

Indeed the chart will test post placing highs and then the market will focus on the company continuing to build on their fully funded JV’s,
further new license deals, fresh from JP, most likely resulting in new names popping up on the share holder list and quite frankly that the oncology sector is the hottest place to be in the health care sector.
Renewed IPO activity and M&A in the US, the stock is ridiculous cheap.
Hope you add to your position, you will be smiling by March.
The Koreans are here to get things done.
+ Stem cell
Look at the valuation of some of the stocks in the peer group vs Avacta.
Price will be 25 before Friday.

A small but important point, is that Astra Zeneca is working with LG Chem as is Avacta and Astra Zeneca is working with Moderna as is Avacta!
All at the Conference.
Stemcell partner Daewoong also attending,very good week for AVCT and new discussions.

Agree, it will a M&A target very soon , just look what is happening in the sector

Look at the data released from Moderna (MRNA) prior to the week end.Avacta’s partnership and validity of the deal was confirmed back in 2017 with the the release of the first Phase 1 data for Moderna’s MRNA data and Moderna prior to this Week end was citing positive data have added two programs to it’s pipeline.Moderna is presenting at 16.00 PT at the JPM conference today.
Remember Moderna exercised their option for an Exclusive product license.
Astra Zeneca holds 7% of Moderna and Avacta’s name features nicely via the MRNA data.
All three companies are in SF
A huge buy NOW, before it is too late.

What is interesting that Avacta has signed two JV’s with two major Pharma companies in South Korea with all R&D cost paid by the partner companies, whilst Avacta retain all commercial rights outside the agreements.
The research cost savings going forward are several millions of Dollars!
The company will also commence to receive going forward over the next two years, Milestone million dollar payments as part of the JV deal signed with LG Chem Sciences.
The company will also begin their Phase 1 trials in Q2.
We have the JP Morgan healthcare conference beginning next week, which will remind us of the valuation that some of the US biotech companies are trading on.
2020 will be a very exciting year, with a steady news flow of positive news.
Worth remembering that Avacta will own 45% of the new JV, with no research cost

Marketing or PR?
Oh dear
Think not

With regards to the price , let us see before the close for Christmas.
Solarwinds perhaps taking a more active part of Falanx’s expansion

Fallingknife1 , very good point indeed , however Solarwinds are now finally stepping up the pace for overseas expansion.
Let us see if this is a pre Christmas rally candidate.
Talk again post Investor day in NY

Company presenting today at Credit Suisse
tomorrow at London MSP conference
Next week investor day in NY
International expansion will be key topic at the investor conferences and tomorrow expanding their presence among U.K. MSP’s at the excel conference.
Hugely positive for Falanx. Solarwinds turning on the international expansion and Falanx are ready

Solarwinds will talk more about their international expansion at their investor day next week.
The company is presenting today at Credit Suisse conference in Arizona .

SolarWinds will host a live webcast of the event beginning at 11:30 a.m. ET (10:30 a.m. CT/8:30 a.m. PT) on Wednesday, December 11, 2019. A live webcast of the event will be available at https://livestream.com/ICENYSE/SolarWindsInvestorDay2019. Replay of the webcast and the accompanying slides will be available on a temporary basis shortly after the event on the SolarWinds Investor Relations website at http://investors.solarwinds.com.

#SWIfinancials

Well, the company have complete the equity placing, with a high profile small cap fund management group popping up with a + 5% share holding, Have entered into a R&D pact with ADC Therapeutics ( backed by Astra Zeneca ) and I would not be surprised if AZN adds Avacta to their pre Clinical Assets partners.
Suspect an interesting Q4 coming up with further announcements as a result of additional new commercial deals fully funded by the various new partners, as mentioned in the company presentations.
Would buy more here

Miton Group now holds + 5% post equity raise.
Top quality and high profile share holder.
Excellent news and strong validation of the company

RNS
Placing done
Further deals happening as mentioned by the company !’

https://european-biotechnology.com/
ADC / Avacta deal mentioned