Member Info for Hurst10

Understood.

£8.00 it is

Looking forward to the day

Just remind us: what is your target price ?

and are you still a seller?

AstraZeneca’s Imfinzi (durvalumab) and Lynparza (olaparib) have been approved in the European Union (EU) as treatment for certain patients with primary advanced or recurrent endometrial cancer. Imfinzi plus chemotherapy as 1st-line treatment followed by Lynparza and Imfinzi has been approved for patients with mismatch repair proficient (pMMR) disease. Imfinzi plus chemotherapy followed by Imfinzi alone has been approved for patients with mismatch repair deficient (dMMR) disease.

This fits nicely with Avacta's unique platform – Affimers, and tumour targeted release of chemotherapy – should improve the safety and tolerability of these combination treatments and broaden the therapeutic window

Link to study report.

http://dx.doi.org/10.1002/anie.202407131

Pancreatic Cancer Could Be Detected Sooner with Nanoprobe-Based Blood Test.

Pancreatic cancer (PC) is one of the most lethal forms of cancer, primarily because it is usually diagnosed very late. Current markers are too insensitive and unspecific for early detection screenings. An international research team has now reported on the development of a new pancreatic cancer test that uses nanoparticle probes to selectively detect tumor associated autoantibodies against mucin-1 (MUC1) in blood sera.

More M&A in the Bispecific aerea.

" MSD has an extensive pipeline in oncology but hasn't been a player in bispecific antibodies. Now, it has bolted on a bispecific via a $1.3 billion licensing deal with Curon Biopharma."

Https://www.insideprecisionmedicine.com/topics/translational-research/scientific-breakthrough-could-enhance-effectiveness-of-stem-cell-transplants/

As I always say, what the long only size buyers only cares about, is not only what the company tells us, but very much what they are not saying ! ie. Ref the AVA program, they have not come out and said" sorry it did not work !". So with plenty of sector news, upcoming CAR-T conference and a very attractive pipeline of highly price sensitive news announcements due from the company , which will continue to attract the leading major houses, offering them to help with the launch of the Therapeutic IPO of 2024/5.

To The sellers out there, would be very helpful if you could tell us what is your target price on the down side. Still have not seen that.

Meanwhile back in the real world, you will find bid and offer spread being very tight once proper size buyers steps in and start making some real noise.

Listen to the sector and what they are saying.

Have a good week end everybody .

https://web.hansonwadegroup.com/rs/355-DOS-429/images/CAR-TCR%20Summit%20Brochure?version=0

Only a couple of weeks ago we had : J&J’s CAR-T partner Legend Biotech reportedly receives buyout offer. "

Whilst AZN and Novartis and JNJ have all been active in the CAR-T M&A area, one would expect further upgrades from the market of Avacta 's AVA portfolio and future license deals, where the company has already mentioned in the past the likes of AVA6000 could have more than one license deal.

We and the sector could have a very lively week ahead of us.

Interesting to follow the post hrs prints.

We could make 2024 highs next week before any RNS and off course which RNS first ?

Watch out for Legend Biotech and positive eps earnings and reaction.

CAR-T -immunotherapy -cancer treatment.

More evidence of why the market is getting excited about AVA6000 and precision Medicine.

Note that Genscript ( Affyxell) is shareholder of Legend. all the majors are all over CAR-T, Novartis, JNJ etc.

Legend's eps webinar :

Legend Biotech will host its quarterly earnings call and webcast today at 8:00 a.m. ET. To access the webcast, please visit this weblink.

A replay of the webcast will be available on Legend Biotech’s website at https://investors.legendbiotech.com/events-and-presentations.

Interesting to hear more about LLY's upgrade and guidance.

Point Biopharma ( AVCT ) , gene editing , anti obesity etc , strong read across to Affyxell and Avacta. Conference call in 30 min.

The conference call will begin at 10 a.m. Eastern time. Investors, media and the general public can access a live webcast of the conference call through a link that will be posted on Lilly's website at https://investor.lilly.com/webcasts-and-presentations. A replay will also be available on the website following the conference call.

Eli Lilly jumps after raising guidance, more cash for active M&A policy!

Healthcare And AI Sectors Continue To Lead, While Funding Settles In July 2024.

The leading sector for investment was healthcare and biotech companies which raised $6 billion. AI companies were close on its heels, and raised around $5.8 billion. Each of these leading sectors represent around 25% of all funding in July 2024.

Would expect Avacta to join in with DCX disposal and majors knocking on the door with license deals, busy August/ September.

Meanwhile, pre US , 70 offer price about to be printed

Indeed 67p and with further prints to come.

50/ picked up at 57.

Watch the offer price .

AffyXell developing next generation of cell and gene therapies, incorporating Affimer proteins to enhance the immune-modulatory effects.

FDA Approves First Gene Therapy to Treat Adults with Metastatic Synovial Sarcoma.

Comment from the FDA:

Potentially life-threatening cancers such as synovial sarcoma continue to have a devastating impact on individuals, especially those for whom standard treatments have limited efficacy due to tumor growth and progression,” said Peter Marks, M.D., Ph.D., director of the FDA’s Center for Biologics Evaluation and Research (CBER). “The approval of this state-of-the-art immunotherapy technology provides a critical new option for a patient population in need and demonstrates the FDA’s dedication to the advancement of beneficial cancer treatments.”

Watch the volume and look who is back on the bid!

With the usual suspect party on the bid already tells me, current 1/2 mill an hour trade volume will move higher before midday.