Member Info for Hurst10

Bleu de Avacta is the new Racing colour.
A lively Friday awaits!!

NY finding it difficult to get size below 45

Fast tracking on the AVA6000 etc
With upfront and Milestone
Or
A couple of big ones with Diagnostic staying put.

Question : who gets there first?
FDA or the Swiss?

Size buyers are gathering for after hours prints and drinks!!
145-50before the close, with more tomorrow being Friday, with RNS launched Monday.

Noisy 30min awaits
Size order post hours

Marvellous size order!
145-50, closing .

Roche: Ongoing Pipeline Issues, SAP Growth & Increase of M&A.
?
When Roche touted data for Polivy in previously untreated large B-cell lymphoma, the company billed the drug as the first potential new treatment standard in nearly two decades. Now, though, the FDA appears to be throwing cold water on the company's label expansion application.
In briefing documents ahead of an expert meeting today, the FDA questioned whether Polivy, used in a five-drug combination, can even be approved in front-line LBCL, let alone change decades of established clinical practice.
Among the topics up for discussion at the Thursday hearing, the agency spotlighted a “modest” tumor progression benefit and a lack of a patient survival showing for the drug.

Based on data from the phase 3 POLARIX trial, the FDA wants members of its Oncologic Drugs Advisory Committee to assess whether the Polivy regimen can be approved in its current form, or whether additional follow-up is needed.

Meanwhile back at Avacta, investors are enjoying a YTD performance of +40% vs Roche YTD -11%.

The majors will pay even more attention to what is happening at the Avacta ranch and line up their balance sheet for a knock on Alastair’s door.

Great research as ever, how does one unwind being blocked on Twitter?

Early Latte in NY!
Plenty of M&A as well Stateside in sector.
Health care conferences.

Size buyer will step up a gear and buy/sell ratio will remain 80%/20%.
Watch 140 offered being lifted! Pre NY

Post hours to match last min sell note and more size buyer after hours.

Cowen healthcare team was sitting in as a panel discussing with companies and where we are heading, with A.I. becoming a drug discovery platform and approach.Precision oncology etc.

“AI-Driven Disruptions To Genomics & Computational Drug Discovery”, from the Cowen Healthcare conference.

POINT Biopharma Confirms No Disruptions to the Manufacturing and Clinical Supply for the 177Lu-PNT2002 SPLASH Trial, a Phase 3 Study in Patients with Metastatic Castration Resistant Prostate Cancer (mCRPC) March 7, 2023 – INDIANAPOLIS, INDIANA – POINT Biopharma Global Inc. (NASDAQ: PNT) (the “Company” or “POINT”), a company accelerating the discovery, development, and global access to life-changing radiopharmaceuticals, today affirmed that the SPLASH clinical trial for the PSMA-targeted PNT2002 program is not experiencing any manufacturing or drug supply issues or delays. “POINT’s first investments were into supply chain and a commercial scale manufacturing facility,” said Joe McCann, Ph.D., CEO of POINT Biopharma. “We believe our focus on supply chain and manufacturing will drive broad access for patients and healthcare practitioners. The use of radioligand therapy in precision oncology is an untapped and underutilized area in the treatment of cancer, and POINT’s platform has been built to enable these drugs to reach their full potential.”

Cowen healthcare conference today, Point Biopharma presenting today. Stock up 33% over the last year.
Presentation will be on their website.

Meanwhile 05.00 in NY and we will now see buyers moving in.

Indeed.
Thanks

Large size prints , are we going to see Gates foundation starting buying on the other side.
Very friendly with Eliot Foster, non exc Chairman of Avacta.

Size prints here we come

With TD Cowen Healthcare conference commencing today and another M&A transaction in the Biotech sector, this time TCR Therapeutic and Adaptimmune merger and TD Cowen ( conference host) advising Adaptimmune.
PointBiopharma will be on top form presenting.
Biotech momentum picking up.
Afternoon size buying !