Member Info for Hurst10

Https://www.reuters.com/business/healthcare-pharmaceuticals/bristol-myers-squibb-cellares-reach-380-mln-supply-deal-car-t-therapies-2024-04-22/

Great.

Thx

Do we have an English version of the link?

Look the other shareholder is.

Chinese, biotech company, one of the biggest in the world.

Agree,

we have barely begun!

+the real value of Affyxell, with regards to an IPO

I did indeed.

He used $billion deals in the sector as a comparative to where perhaps he could see Avacta's real future value, if one were to look at the potential licence deals , AVA6000/3996 upfront, non core assets offloaded and/or Avacta Therapeutics inc being fast tracked ( just like the FDA is treating AVA6000) onto Nasdaq.

News embargo soon to be lifted, results next week and plenty of M&A building up in the sector, it is very tempting to apply, as mentioned by someone during a presentation, a billion dollar average to each of the AVA's ?

With coming up next week, another 3 trading days and with CEO mentioning several times during the Webinar " at upcoming results", it would be sensible to be increasing holdings today at current prices, in front of results and most likely proper news, like DX disposal and first AVA6000 license deal and AVA3996 update, now that would easily push the price back above 60 and onwards!

Look on latest list of shareholders on Bloomberg.

The market have finally worked out, that he is foremost a sciencetist and very proud of what the AVA portfolio have and will achieve. He is not a day trader or looking for short term gains.We have results coming up soon and it will also highlight what AVA3996 has achieved and considering the interest the second of the AVA family is having, with suggestings of the 3996 surprising on the upside and matching AVA6000 in commercial value or even exceeding it.

He made it very clear with regards to AVA6000, that the company will wait and receive the right deal, most likely with a major firm and that deal alone ( milestone payments etc ) will exceed the current market value of the company. Triple A investment funds have joined and it will not stop here. If you have the patience, buy more, the company has clearly been showed, what sort of sums we are talking about, with a license deal with a major.

And then the FDA fast tracking !

The period up to next set of numbers will be very " interesting".

Remember we now have the Ceo speaking of " billion dollar deals".

Could be repeat

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Interesting to see AXA and Baillie Gifford on the shareholder list.

Suspect Christina's ex colleagues from Novartis will be there at the presentation.

With regards to the RNS update from the 21st March, perhaps worth re-reading the comment from the Ceo of Avacta and note that the word : "significant and or significantly" is used in every paragraph,to discribe how confident he is, in the progress of AVA6000 and it's commercial milestones.

If one looks at the ACCR Program Planner home, Session PO.CT01.02, First in-human phase 1 Clinical Trials 2, it is once again intriguing to note, in the disclosure section, under grant/contract section, Novartis,Roche,Astra Zeneca and Bristol Myers features.Sure Christina Coughlin will have some good discussion at the presentation.

In view of 9/4 coming up very soon, perhaps worth reminding

ourselves what Novartis said back in 2021.With Ely Lilly's successful acquisitions, perhaps Novartis could be back ?

Quote : "We continue to invest in radioligand therapy as one of the four unique platforms of Novartis Oncology. We believe working across multiple approaches is the key to reimagining cancer care,” said Susanne Schaffert, PhD, President, Novartis Oncology. “FAP is an exciting target and these agents are a great fit with our radioligand therapy pipeline, which we are actively investigating across multiple tumor types. We believe this technology has the potential to transform many patients’ lives.”

Watch out for Q2 IPO avalanche of Biotech, with one being the star!!

https://www.biopharmadive.com/news/biotech-ipo-performance-tracker/587604/

AI and Precision medicine conference in San Diego, days before AACR!

SAN DIEGO—On opening day of the 31st annual Precision Med TRI-CON, hosted by Cambridge Healthtech Institute and held this week in San Diego, CA, Eric Topol, MD, renowned cardiologist and director of the Scripps Research Translational Institute, emphasized that the use of artificial intelligence (AI) will be “the biggest transformation in the history of medicine,” citing the launch of ChatGPT as the hallmark of a new phase of generative AI applications.

Worth re-reading the statement from the AVA6000 phase 1a clinical trial progress: the company said :"We are now in a very strong position to deliver significant clinical and commercial milestones relating to AVA6000 and the wider pre|CISION™ platform, and we are looking forward to providing a further detailed update on the clinical trial at the American Association for Cancer Research meeting in April."

Note " further detailed update ", the company is referring to both clinical and commercial progress?

With the news embargo of the above till the 9/4, we have have very few trading days left, before lift off in San Diego.

Meanwhile Cytokinetics moving higher on renewed take over interest from Lilly etc

Lonza has announced that it has signed an agreement to acquire the Genentech large-scale biologics site based in Vacaville, California, US from Roche for $1.2bn.