Member Info for Hurst10

Your suggestion for a closing price today.?

Just to clarify , that would be Avacta's closing price not Thermo fisher!

Just the closing price pls not your reasons why that price.

Like your " easily 137"

Within the next 8 hours!

Being an expert like yourself , where do see the closing price today.

Please do not let us down like the rest of the gang.

Just a closing price range will do.

We are all waiting.

Not quite sure why you mix Thermo Fisher and precision oncology, however if you to do some research , you would and as a surprise to yourself, realise that precision oncology and Thermo F ( diagnostics ) have nothing to do with each other.

By the end of the month you will that Avacta will be a precision oncology company and diagnostics sold.

But off course it would require you do some research so you would understand what that would mean for AVCT. Good luck.

PS no need to reply.

Enjoy :

Precision oncology continues to be one of the fastest-growing markets within pharmaceuticals. Valued at $130 Billion in 2023, the global market is expected to grow at a CAGR of nearly 9% between 2023 and 2035 to a projected $364 Billion, reports Roots Analysis.

More M&A from Roche, just had their investor day :

Roche's Genentech unit agreed to pay $850 million upfront to acquire Regor Therapeutics' portfolio of next-generation CDK inhibitors for treating breast cancer. The expansion of Roche's oncology portfolio came the same day as the Swiss drugmaker held its annual pharma event.

Makes you start doing the numbers with AVA6000 early stage breast cancer trials

Biocytogen Pharmaceuticals (Beijing) Co., Ltd. is a global biotechnology company that drives the research and development of novel antibody-based drugs.

Fraser has until 28/10 to make a firm offer.

Meanwhile counter bid on the Diagnostic business, now with Covid testing accelerating makes sense. Suspect sale sorted out in the next two weeks. CC wants Avacta Therapeutics presenting at the conference.

Have anyone come across the recent Cavendish note?

Watch who will be on the bid today in size, the usual suspect, just buying what ever he can get during the afternoon from all the panic / short sellers.

On another matter, with an IPO, we should get an up to date valuation of their nil cost holding in Affyxell!!

Agree, a license deal can easily be done today, but as you could tell from the presentation, she could barely wait till the next investor event, where clearly more news , announcements and official Nasdaq announcement having sold Diagnostics, will be announced. She knows what she is doing, Avacta will become a US company with a ground breaking pipeline of opportunities for the AVA platform. With the variou cancer groups that the precision oncology from Avacta will target , we will have a complete re-rating of the company and a true price target 50x current market price. BMY, MRK,LLY and Novartis is watching this and all we can hope for , is that GS gets to do an IPO before a major steps in and say " how much "!

To be able to buy Avacta at the current price is a gift.

Major US specialist investment banks with GS will be book runners, announcement before the 30th ,hence why the FD leaving as announced on the 31st and US specialist FD taking over.

Stand by for October news flow.

Shares in Moncler (MONC.MI), opens new tab rose sharply on Friday after French rival LVMH (LVMH.PA), opens new tab invested in the Italian outerwear specialist, fuelling speculation about the long-term intentions of the owner of Louis Vuitton and Moet & Chandon champagne.

Analysts said the news would likely revive speculation of a potential takeover of Moncler in the long term, but focused on the near-term advantages of the deal for LVMH, which reinforced its dominance in the $400 billion luxury sector.

It has been quite a move from very oversold levels and straight through 700. However we must not forget that the fact we have, with Beijing injecting capital into it's major banks, first time since the financial crisis in 2008 and while Corporate liquidity is simply collapsing within China, we will no doubt have further news from China , that will be of concern, so if one were part of " let us buy some at 650", tempting to take profit and buy back again at 680, as the longer term picture, with new management will push the stock back through 700 towards a whole new trading range, which will carry a M&A premium as well.

We are now firmly in a China centered and commodity price sapping global industrial recession and that does carry a " caveat emptor " label, so luxury sector will be very volatile but Burberry does carry " last chance to buy at these levels +-5%, will remain with Burberry.

Fast track status and approval also gives you 5 years exclusivity ?

With the Chinese back pumping more funds into the market, commodity and luxury goods sector will be strong again today..

Easily through 700

FCA could always look at the short selling rules and how the major share holders are letting/ allowing MM's borrow their stock for short selling,resulting in the share price heading short and damaging the long only institutions and share holders of the company performance because of short sellers damaging their performance.

Perhaps a time limit of how long you can be bc short of a stock ?

By the way did you all see this, earlier this year?

Deutsche paid £410m (€482m) for Numis in October 2023 and today took a goodwill writedown of €233m on the purchase, which pushed its investment bank into the red in the final quarter of last year.

Speaking today, Deutsche Bank CFO James Von Moltke said the giant writedown shouldn't be taken as evidence that Deutsche overpaid for Numis because, "When you acquire a company above book value and consolidate it into what in accounting terms is a cash generating unit [DB's investment bank]" whose own valuation is below book value, then you "cannot record goodwill, you just have to write it off day one." It's not just Numis, said Von Moltke: "There are lots of companies that have a difference between their book value and net value " hmm

With regards to the market price and the usual " gang of thieves" activity, The MM's is having great fun, no one is telling them off and an analyst could claim " I told you so, all we have to do, is meet up in a dark car park, lit a cigarette and exchange ideas!", meanwhile the real buyer, will just sit back and quietly pick up stock and by Monday be up +100% .

Watch the bid tomorrow and who is on the bid and then the prints, our friends " the size buyers ", will be back on the pitch!

Good luck