Member Info for Hurst10

Worth remembering we have healthcare conferences in March

From : TD Cowen, Leerink Partners and Barclays.

Before AACR

The global radiopharmaceuticals market size surpassed USD 5.2 billion in 2022 and is projected to hit around USD 13.67 billion by 2032, registering a CAGR of 10.2% during the forecast period 2023 to 2032.

Worth bearing in mind, with a very busy quarter ahead, any further signs of an IPO of Affyxell, will for the first time put a value on Avacta's + 20% nill cost holding and will look very interesting if done post our Avacata own Therapeutic's IPO.

If you look at the valuation Bicycle Therapeutics is trading on and with a very well known M&A hedge fund increasing their stake in BCYC, our to be appointed US syndicate better get a move on or else some very nice transaction fees will fly past and be missed, because the majors are lining up for the AACR and suddenly " I would not worry about that " will look very real.

To pick up stock at current levels , is a gift rarely seen in the market.

Avacta got this holding/ ownership at no cost!

Since Avacta technically still owns Coris Concept, worth noting

: Health authorities in Brazil are rushing out limited supplies of a recently approved vaccine as they struggle to contain an unprecedented surge in dengue fever.

Several of Brazil’s most populous states have declared health emergencies in the past month just ahead of carnival season as rising global temperatures and heavy rains brought outbreaks of the tropical disease spread by the Aedes aegypti mosquito.

Brazil has recorded 512 000 dengue cases so far this year—more than three times the number recorded for the same period last year. “We may see the largest number of dengue cases on record this year,

What if :

No placing, but license deal accepted and DX deal in place?

Cash balance looking very strong in front of AACR and further update. Keep hearing AVA3996 quite something , majors at conference would like hear more!

Meanwhile Moderna having a busy morning and with their mRNA technology.Stock up 9%

And where is he located?

Trust he has plenty of options in his " Wellcome on board " package.

Lilly already have Point B

AVA3996 could overtake AVA6000 by AACR.

Ref the AVA family, one could just on average apply one billion USD per AVA !

Interesting observation, if one were to compare recent performance of LLY and Novo vs AZN, the weight loss effect on Novo and LLY have resulted in NVO up 70% and LLY up 115% vs AZN - 7% over the last 12 months. So before AACR perhaps the cancer specialist AZN wants to reverse that trend by more M&A in precision oncology sector and look at Avacta Therapeutics for performance.A license deal looks very sensible! They better get a move on, as this year's AACR will be a mega M&A get together.

Lots of fee's to be made. So we should have a license deal with a major very shortly, which will change the rating of Avacta Therapeutics completely.

With hedge funds like Baker brothers stepping up the buying in stocks like Bicycle Therapeutics, pushing the stock 25% up so far in two days , the area looks very interesting as usual and Avacta will look cheaper than ever. A simple read across, makes Avacta Theraprutics during AACR an incredibly well timed IPO , no wonder the excecutives of the " new Avacta Therapeutics " will be residing State side.Sequia will be defending their holding during a very interesting Q2.

Bicycle up 22% yesterday post hedge fund buying more

Interesting read across, hedge funds increasing their exposure / stake in Bicycle therapeutics. Avacta next, plenty to come pre AACR/ IPO

Another Biotech transaction:

Larimar Therapeutics, Inc. (NASDAQ:LRMR), a biotech firm specializing in treatments for rare diseases, has initiated an underwritten public offering of its common stock and pre-funded warrants.

On the day of Oppenheim conference.

Pre AACR, the "new Avacta " will very soon be very clear and a complete re- rating of Avacta therapeutics inc. in place.

From market :

Has anyone questioned why London-based #AVCT has recently appointed a full time ‘Head of Research and Development’ based in 🇺🇸?

A role that oversees ‘all clinical development and pre-clinical research activities of the Therapeutics Division’.

Interesting IPO back then. Bayer is involved .

Now this, pre AACR , M&A warming up:

Bicycle Therapeutics gains as former Seagen holder boosts stake.

Makes Avacta look even more interesting .

Bicycle therapeutics at Oppenheimer tomorrow.

Showing December as date ?

Strong volume first hour and size buyers stepping in early.

Will be a lively Friday, more M&A and IPO in the sector overnight.

Meanwhile offer price being lifted and size buyer is checking 104/5/6/7/8/9