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Watch the pre US prints coming through!

We got Goldman’s Healthcare conference going on and plenty of newsflow / momemtum from the sector, with Precision Oncology a dominant factor in the M&A area

Used to be 70% retail and 30% inst.

This is slowly changing and would now think it is 60/40% in favour of retail.

However as part of the retail are not long term ( cannot afford to hold on ) they become nervous holders and the end result is that we have inst. Investors quietly continued to pick up relative small blocks every day and will be looking at substantial profits once further Cohort news is out and Avacta will enjoy a substantial rerating and price move.

And sit and wait for the right news / events.

Buyers taking over, is it that time already!

Size buyer will pick up everything they can during the day at these levels and will end with an average price north of 107-9.

Picking up size positions of stock at these levels, is like Christmas having arrived early.

Dangerous to be selling in front of an AGM!

Volume picking up, buyers are back again!

More M&A from Novartis, paying 65% premium for Chinook Therapeutics!

Post hours : buyers orders being printed.

Interesting and confident choice of venue for the AGM, being at a place where so many /groundbreaking events have taken place.Somehow a slightly more effectful venue than at FTI could be.

Wouldn’t want to let the house down!!

Darwin,Freud,Charcot,Fleming and Addison and now Avacta!!

Size buyers ( note the plural ) incoming!

I repeat : no material news will be discussed at the AGM, however a long time to the AGM!!

Meanwhile we have the sell/buy ratio completely reversed!

From today’s RNS : “No new material information will be disclosed during the meeting”

How about before?

Would be interesting hear from Affyxell post their ISCT attendance in Paris and presentation/update of their stem cell therapies, which clearly was very upbeat, as we now have a second equity payment to Avacta, at a raised valuation level.

As previously discussed Avacta’s shareholding in Affyxell,pre and post anIPO will attract a lot of attention.

Price and size will rapidly begin to move higher!

Pre US opening.

The global Cell And Gene Therapy Manufacturing Market is anticipated to create phenomenal growth opportunities over the forecast period by registering a CAGR of 29% from 2023 to 2033. The global market reached a valuation of around US$ 15.6 Billion in 2022 and is expected to surpass a valuation of around US$ 240 Billion by 2033. As per the Cell and Gene Therapy Manufacturing Market research by Future Market Insights - a market research and competitive intelligence provider, historically, from 2018 to 2022, the market value increased at around 22% CAGR.

The global Cell And Gene Therapy Manufacturing Market is anticipated to create phenomenal growth opportunities over the forecast period by registering a CAGR of 29% from 2023 to 2033. The global market reached a valuation of around US$ 15.6 Billion in 2022 and is expected to surpass a valuation of around US$ 240 Billion by 2033. As per the Cell and Gene Therapy Manufacturing Market research by Future Market Insights - a market research and competitive intelligence provider, historically, from 2018 to 2022, the market value increased at around 22% CAGR.

More to come ?

Large Latte and size orders being ordered Stateside!

Affyxell hot IPO this year, Avacta could take equity as payment and effectively increase their holding in Affyxell, which could be a very clever transaction .

Upgrade in NAV must mean the data presented at the Paris conference ( ISCT)from Affyxell, was vey impressive and will fast track an IPO and will result in Avacta’s holding worth more than half of current m/c of Avacta!!

Dr. William D.Tap presenting at ASCO 3/6 at 13.15.

https://www.mskcc.org/asco-2023