Member Info for Hurst10

More M&A in the sector , total value $2bill.

Astellas is continuing to expand its gene therapy pipeline via external deals, this time with an asset from AviadoBio for patients with frontotemporal dementia with progranulin mutations (FTD-GRN). The agreement announced Tuesday carries more than $2 billion in potential biobucks if successful.

We have up to 10/ AVA’s to come, a significant revaluation during October will take place !

Good choice above 50, if the size buyer puts down his bagel and continue, we should have 54-5 and post hrs prints and with RNS tomorrow a further + 15% upside, before NY hrs.

Any MM handing over size below 60 right now, is very brave.

Proper size buyer about to join us!!

Look at buy/ sell ratio over the last 3 hours.

Size buyer 53-5 coming up shortly !

EORTC - AACR have started early, one licence deal with a major is several times current market cap and with the upcoming whole AVA family joining us, you work it out !

FYI :

Some of you might find it of use,

Last 2 1/2 hrs , volume picking above 49 1/2, 50 offered price small prints for testing, noisy MM moving in and watch + 50 bid moving , data release tm the talking point, bagel required if you want to join.

For those of you who are actually invested , worth keeping an eye of buy prints growing in size this morning and watch the bid begin to move higher and offer reducing in size, unless you pay up, which will happen shortly.

Goldman’s does not issue a buy note on the healthcare sector and bio in particular, if it was not because of an increased volume in IPO’s in the sector and daily M&A taking place.

A lively October ahead of us and Therapeutics will be on the next plane to NY end of the month.

Happy trading ( if you actually are invested off course )

With further data to be released tomorrow and Goldmans pushing healthcare and biotech, perhaps could I also suggest one should at what is happening again in China and intra day volatility in the market not seen since 2008 and Hang Seng off 10% at one stage and the read across to the usual sectors in Europe, very tempting to buy more AVCT and go short Fidelity China Special situations fund, 20% downside expected !

Could be quite a result.

I leave it to the usual “ experts “ to comment and abuse as per normal.

Sounds good, however with DCX , re - valuation of AVA pipeline,deals announced, the majors with the right US funds onboard, we will have 10x current at opening price, but I know we will have

all the usual “ experts “ onboard, being ultra bearish, but this time I am afraid we are heading north and we will hopefully do it before the usual gang will buy us at only 8 x current price.

Good luck everybody, back in the days of Covid and LFT and SOP

We had analysts in the market who knew what they were talking about coming up way north of £10 for Avacta therapeutics alone.

I hope you can all stay on board and follow the right MM when they go on the bid and you should even hold on, once listed as the multi licence deals per AVA will appear and we will have much further to go.

Good luck.

So far today we have had AZN with $2bill and now an activist investor who by the way is known as a friendly Acivist taking a $1bil stake l in PFE, wonder what the call options were doing last week!

anyway more M&A expected over the next 8 weeks. PS. Interesting Immunotheraphy of cancer conference coming up early Nov in Boston.

M&A continues and makes Goldman’s on healthcare well timed,

Pfizer (PFE) Stock Rises After Activist Investor Starboard Value Acquires $1 Billion Stake

Activist investor Starboard Value has acquired a $1 billion stake in Pfizer, potentially seeking changes as the pharmaceutical giant struggles with declining COVID-19 product sales.

Stock up 3 %. Lot of work to with PFE, still an pandemic victim

Hedge funds bought health care stocks at the fastest pace in five months, a Goldman Sachs prime brokerage note showed, on bets these stocks that are sensitive to borrowing costs will rise as a global rate cutting cycle picks up.

Hedge funds bought most companies considered part of the health care stock sector, including pharmaceuticals, biotech, and health care providers and services, the Goldman Sachs note said.

The we have a nicely timed IPO from U.K. coming to the market, with The majors as book runner.

LFT are and will be in heavy demand mainland Europe

Marvellous, perhaps a second large glass?

Indeed, one recalls right issue at 18p and then the Covid rally, 18x return.

Some extremely well known fund mangers were praising AVCT as part of the reason for the funds exceptional performance.

Anyway one should be confident enough to assume that we will have stream of good news before and on investor day, which will put them in an very strong position prior to the IPO.

Good luck everybody !

Fantastic !

You must so pleased that the price did not move up, as that is what you want, you only go quiet when the price moves up and the majority of the real shareholders ( who bought the shares ) are pleased.

Guess why the company cannot wait for the US listing, with institutional share being the majority of the shareholders and official delisting from the AIM will happen after 12 months.

Anyway you must be so happy checking in , congratulations !!!!

Marvelous reply.

I do recall the old days , when lunch was lunch!

When a client would call up and tell you to buy " a quarter of xyz, but don't go to Smiths!!"

When you were called in to the boys in the tower ( FCA) and asked " why did you buy 50/ of so and so and your reply was " because I could not get a 100/" or even better " chart break out Sir " , their reply was most of the times : "hmm.., "off course a large glass of Burgundy with them at the club later in the week would always help. Those were the days!

My last reply on this:

AVA6000, a novel preCISION medicine, targeted to the tumor microenvironment via Fibroblast Activation Protein (FAP) mediated cleavage.

As you clearly never been to the City in the old days or modern times , dealers were on the floor ( when it was still there ) either as a MM or as a dealer executing orders given to them from the broker / dealer in the office. Pls do not bore us with more nonsense.

Suggest you spend an hour or two and reading about how the market worked pre Big Bang or afterwards.

Pls do not reply.

Amazing you are teaching me about what a trader is.

That really made laugh out loud, you are absolute right about the aim market, Avacta only Aim stock I ever bought privately and enjoyed post right issue stock performance, during the time of our LFT period and now my only worry being , that one of the majors will acquire it , once AVCT have sold DCX and presented more data later this month and explained further why they are feeling so confident to start with lung and breast cancer trials as well, two very sadly significantly large markets.

A revalued Avacta therapeutics IPO will offer US fund managers substantial upside before any M&A.

With regards to experience, having sat through various incidents such as 9/11 and the floor were able to keep selling for a while, before we closed,all those years being only involved in the major market and then to watch quality companies one by one

leaving the AIM market for the US or having decided not to be listed on AIM, well you certainly cannot blame them. How AVCT explained to our US investors what really happened when DB ( Numis ) analyst and a MM could manipulate the price so significantly and the real buyers standing back and just pick up stock 35% lower two days later!

Good luck in the AIM market everybody, AVCT will be gone very shortly, with a floatation already at pre listing mostly underwritten.

Precision Medicine is what everybody wants. Just ask the CEO of Novartis!!

October will be quite something, hope all the bears of the stock will be wrong.

PS

Carry on selling Peel Hunt ( hope I got spelling right)

Once had a dealer on the floor, his nick name was slasher !

Guess why!

I understand that some of you are getting upset about being asked to give us a closing price today, end of the week.

You are very good and clearly have plenty of time to come out with all sorts of reasons why you are right about anything , apart what you are actually asked to answer. To be asked to give us an estimated closing price is very normal on a trading floor, meaning it would be expected for a trader not a dealer ( who executes orders) to come up with a price.You must also understand that by the end of the month AVCT will be a Therapeutic company ( having sold the Diagnostic business) ready to talk to the right houses regarding an IPO.

I just thought it would be useful for some of the follower's to have a closing price given by some of you chaps, always busy given your view about everybody else. Sometimes reading some of you and you friends critical replies of everybody else, it always remind me of the phrase that Lincoln used / borrowed :

Better to remain silent and be thought a fool than to speak and to remove all doubt.

— ABRAHAM LINCOLN.

PS , Would still like your suggested closing price for today.