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Strong M&A rumours in the railway sector , last week we had Union Pacific and Norfolk Southern talking and today BNSF ( owned by Berkshire ) are in talks.

Cordel 's US order book and AI technology could grow.

Straight forward increase of holding, but limited amount available.

Would you then mind using the chart, usual 200/90/50 day MAV and the usual trend line , pass on your suggested target price .

Could we pls have you buy or sell reason and target price.

We are all still waiting.

Just one line, save us the rest.

Actithera, a radiopharmaceutical drugmaker based in Oslo, Norway and Cambridge, Massachusetts, has raised just under $76 million in Series A venture financing to build out its cancer drug pipeline.the biotechnology company said it would use the new funds to advance into clinical development an experimental treatment targeting what are known as fibroblast activation proteins.

M Ventures, which helped found the company in 2021, co-led the Series A round with Hadean Ventures, Sofinnova Partners and 4BIO Capital. Five other firms also participated.

Dive Insight:

Radio pharmaceuticals offer a better way to target tumor-killing radiation more precisely to cancerous cells and, accordingly, they’ve drawn rising interest from drugmakers.

While radiopharmaceuticals have been around for years — Bayer’s Xofigo was approved in the U.S. in 2013 — the field has taken off since the success of Novartis’ prostate cancer treatment Pluvicto. The drug earned Novartis more than $1.3 billion in 2025, giving the industry a glimpse of radiopharmaceuticals’ sales potential.

Other large companies, like Bristol Myers Squibb and Eli Lilly, have also entered the field with acquisitions of earlier-stage public biotechs.

Avacta and its family of AVA's will / should re-value the company significantly and the likes of Conifer will soon look very clever with their recent purchase and are no doubt increasing, watch this space.

Interesting news in the diagnostic sector:

2nd attempt from Ron Zwanziger and Wall Street investors :

OraSure Technologies received takeover bid from industry entrepreneur, sources say

PUBLISHED : JULY 14, 2025

Ref: Fidelity

Healthcare entrepreneur Ron Zwanziger submitted an unsolicited all-cash offer in June to acquire OraSure Technologies at $3.50 to $4.00 per share, Fidelity reports.

OraSure’s board rejected the bid without entering discussions; the company’s stock was trading at $3.18 on Monday, with a market cap of $238.6 million.

Zwanziger, known for building and selling diagnostics companies, previously sold Alere to Abbott Laboratories for $5.3 billion in 2017.

This was Zwanziger’s second attempt to merge with OraSure; a 2022 stock-swap proposal also failed to materialise.

OraSure, best known for its COVID-19 rapid tests, has seen revenues decline post-pandemic and has been diversifying, including acquiring Sherlock Biosciences.

The fragmented diagnostics industry remains dominated by larger players like Danaher, Siemens, Roche, and Thermo Fisher Scientific.

Not sure why the usual suspects are failing to provide a buy or sell rating , with an appropriator target price?

It has only taken months so far

Equally important that we have a leading activist hedgefund such as Conifer buying, they are not stopping here, they need much more to make sure they can make some noise.

I thought so.

We are still awaiting your call on the stock ;

Price and buy or sell?

Worth remembering Conifer does not stop here.

Would not be surprised to find Avacta featuring in one of Conifer's Q2/3 13F reports from Conifer.

The founder and in charge of the firm, Since taking the helm at Conifer Management, Greg Alexander has been instrumental in the firm's growth and success. He has led the firm in numerous successful activist campaigns, working to improve the performance and governance of underperforming companies.

Known way back when he entered the scene for being one of Warren Buffet's three favourite investors.

A bit more noise from Conifer and you will find Greg Alexander's followers will be scrambling to get on board during one of them AVA related announcements.

Could somebody pls just confirm the Tyndall's exact share holding, WIFI playing up.

Thx

Meanwhile back in the CAR-T camp

:

AbbVie reels in Capstan in $2.1B buyout, charting course for in vivo CAR-T market

CC understand this market as well

Ref today's appointment , important in my view to remember with regards to Liebowitz that the Bill and Melinda Gates Foundation does not hand out their foundation grants to your average recipient.

Conifer will like today's announcements , this is very much

" Auf wiedersehen " the AIM market and more newsflow pre IPO !

Your obsession with some of us is quite interesting ,

I remember in a stock involved with railways , October last year you were as usual very sceptical, now end of June that stock is up 60%

Keep it up !!

Just for the records ref AVCT, are you a buyer or seller ?

and could we have your target price and why.

Just that !

I you can manage in getting a signal from the cellar , let us know.

More from the FDA:

Restricted availability under an FDA-mandated drug safety program has limited the reach of CAR-T cell therapies for certain blood cancers—until now.

The FDA has removed the Risk Evaluation and Mitigation Strategies (REMS) requirements for currently approved BCMA- and CD19-directed CAR-T therapies, the agency said Thursday.

Interesting 3/7 coming up !!

The approximately half a billion pounds in infrastructure spending comprises £270m in rail upgrades including a new station at Wixams

One should perhaps also bear in mind, that with AVCT's positive RNS yesterday, CC making a point of telling us , which US conference she was attending and with the street closed yesterday and most of them stayed at home and now with Conifer on board , some of the size buyers will return and therefore the usual MM will be back on the bid.

Just an observation, but could a very interesting afternoon.

Certainly should make Conifer's morning meeting rather interesting.

Timing is everything!