Member Info for Hurst10

NY size post hours

Is the company already already cohort 6?

A great day ahead with an AGM that will move the price.

Enjoy

Huge coffee bill or 100/ Avacta?

100K buy after hours

Valuation news of Affyxell/holding tomorrow?

How the US market prices Precision Oncology stocks:

BDTX up 80%

Black Diamond Therapeutics, Inc. (Nasdaq: BDTX), a clinical-stage precision oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with genetically defined cancers, today announced initial clinical data from the dose escalation portion of the Phase 1 clinical study of BDTX-1535. BDTX-1535 is an investigational fourth-generation epidermal growth factor receptor (EGFR) MasterKey inhibitor being developed for the treatment of non-small cell lung cancer (NSCLC) and glioblastoma multiforme (GBM). The new data from the dose escalation portion of the Phase 1 study demonstrated clinical proof of activity of BDTX-1535 in NSCLC patients harboring both acquired resistance and intrinsic driver EGFR mutations.

Blue Bottle Coffee opening early today, watch the price, “ size buyers back in town “

Early start in NY.

130-5 and no sellers around pre AGM

Would be an idea to have Professor Udai Banerji from the Royal Marsden to comment at the AGM of the progress of the AVA6000 Pro Doxorubicin trials.

Stock will continue to be picked up in “ size” pre NY, however this is only the beginning as Avacta will go through a re-rating pre - during and post AGM!

April’s highs will be tested over the next day or so and any size buyer from over there will be paying 150 and north later this week, but that is still a good average price for some of them!!!

PS: Any further update from Korea at the AGM on Affyxell will of course only remind the market of how much Avacta’s “ non cost “ holding could be worth!!

So far we have had buyers stepping in 1week ago and are now up 20%.

As mentioned, would not be surprised if we have another RNS prior to AGM, which could move the price further

Would expect during the afternoon session, US buyers will be stepping up the trading and unit size.

Interesting Friday afternoon coming up.

Will be breaking through 130 and buyers will be paying up, they do not want to miss out on the next move!

Size buyers stepping up the pace

Since 06.57 NY AM, only buy prints. Now offer being lifted, size order prints on it’s way.

Last Friday coming up before AGM of the year.

A proper valuation of the AVA portfolio would give us numbers that would make the US buyers sit up and accelerate the buying, before the majors are back.

More +42/ buys will see us back above 125p during the afternoon.

Could be an interesting Friday ahead of us!

Early start for some in NY.

Size buyers will step up the buying this morning, before we have the majors entering with major license deals.

More news flow before the AGM would not be a surprise.

More M&A in the sector:

Eli Lilly and Company (NYSE:LLY) said it has agreed to acquire Dice Therapeutics (NASDAQ:DICE) in a deal worth around $2.4 billion. Lilly will pay $48 per share in cash, which represents a premium of roughly 42% relative to DICE’s closing price on Friday.

Size ticket post hours.

Worth remembering that our friend Dr. Tap can use Cohort 6 immediately, FDA and MHRA cross use of data!

More hospitals joining in the US.

Watch out for headlines and news flow!