Member Info for Hurst10

Short version : back in 2024 out going FD sold options , but kept millions of options

CC was issued options in 2024( millions )

Interesting to note house broker have not issued a piece of proper research note and non of the directors having bought any shares for some time.

one could suggest, highly price sensitive news about to be announced and hence a " restrictive period " is in place?

enjoy the weekend

Quick question : is the cash held net or gross ?

Glaxo results .

Note how strong oncology was +40%.

More partnerships to be expected

The vegan coffee places will be running out of Oat Latte's before 07.00am!

The Gov and admin might be closed, but expect early kick off in NY post this great and important RNS from Avacta.

Interesting to read again the company's and the CEO's comments in the October statement.

Regarding AVA 6103 and AVA6000 " have continued active interactions with potential partners ".

Once again AVA6103 program " continues to attract significant interest from global pharmaceutical companies ".

However the company's strategy is "to retain 100% of AVA6103, until the company have readouts from phase 1 clinical trial ".

The dual payload is also generating interest and the company " we are exploring opportunities with multiple partners ".

But what I find much more interesting is the CEO's comment

" we continue to have multiple conversations with global pharmaceutical companies regarding our FULL pipeline" .

A new case study in the Lens Library explores resistance mechanisms to #ADCs in patients with urothelial cancer. Using real-world data in Tempus Lens, researchers analyzed more than 1,300 patient records to identify genomic and transcriptomic markers of ADC response.

The analysis revealed key molecular distinctions between responders and non-responders, providing insights that can help life sciences companies:

Agree,

What is important is what the CEO did NOT say and it is very clear, it is a question of WHEN not IF .

If you can hold on, you will be rewarded!

Nasdaq .

Dual listing

Nasdaq

Not sure if you have picked up this interesting piece of news , Tempus presenting later today .

"

Tempus AI, Inc. shares were up about 11% in premarket trading on Monday after the company flagged strong preliminary 2025 results and reported record contract value with drugmakers. Tempus AI traded at $73.66 in premarket action, after ending Friday at $66.27. (Google)

The update lands as investors head into the annual J.P. Morgan Healthcare Conference week, when companies often try to reset expectations and pitch their 2026 story. Tempus has been a high-beta name in that mix, moving sharply on growth signals."

Roche doubles ADC efforts in SCLC with new MediLink deal.

Roche and Novartis both presenting on Monday.

LLY presenting Tuesday afternoon, Novartis Monday .

A busy week for CC awaits

Another interesting licence deal from Lilly in the ADC area:

This time with Indupro Therapeutics .

TAPAs represent a fundamentally new way to think about tumour antigens," said CEO Prakash Raman. "We believe this partnership reflects growing confidence in our differentiated, proximity-guided approach to tumour targeting and its promise to improve the design and performance" of antibody-drug conjugates (ADCs) and T-cell engagers.

Deals are very much in focus ahead of JPM conference, over night we have had : Amgen acquiring Dark Blue Therapeutics ,

LLY - GLP-1 extending their licence agreement with Nimbus Therapeutics and

Lonza Bispecific ADC platform and Sidewinder and we have just begun, IPO's as well , looks like a very successful JPM conf ahead of us, plenty of broker's fees coming up, JPM stock heading for new 12mth highs,

Did I mention Avacta ? They are only just waking up in NY .

Enjoy

Company not presenting!

With the CEO of the company at the latest investor presentation , made it clear no questions of commercial character could be taken, that could possible explain why Avacta is not making their usual appearance , as they are perhaps in licence deal negotiations and could be prevented from attending ?

The usual suspects Novartis and Roche are both presenting on Monday as is Tempus.

Worth reminding yourselves that JPM healthcare conference in San Francisco 12 -14 January

We have Tempus , Avacta , Novartis and all the majors attending.

As certain MM's was removed as joint broker and having to watch very lucrative fee's in Q1 ( Nasdaq ) about to be snapped up by US investment banks and watching ZEUS on the bid , making a very good return all the way back up again, it certainly makes JP Morgan's Healthcare conference 12-15th January 2026 even more interesting with the usual M&A pre and during the event. Precision Oncology the place to be !