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With the almost daily M&A activity in the biotech sector, the SOP valuation becomes even more relevant and it is very clear that the “ stalking horse “ price is only for starters! Rubraca is already approved and has significant potential even after recent revision and could easily be imported into any oncology portfolio and then we have FAP-2286.
So expect Sanofi to start the process with several majors standing by.
This off course makes Avacta look even more cheaper and will end up trading at a rating so cheap that, so at the JP Morgan health care conference in January , I believe it will be the last time we will have Avacta trading as one company.

+ Nasdaq listing coming up very soon.

It has been suggested one could average out the AVA family and apply $ 1bill on each AVA.
In my opinion the hidden gem is the potential IPO value of Affyxell. The Stem cell market is expected to reach $18 bill by 2026 and expected to grow further, FDA backing and Government funding.Avacta’s holding could be worth several hundreds of million!!

FDA helping Wall Street

Gilead buys into multiple myeloma cell therapy with Arcellx deal

The company is paying Arcellx $225 million, on top of a $100 million equity investment, for rights to a CAR-T therapy that’s currently in mid-stage testing as a treatment for the blood cancer

Once RNS is out + Science day date , filled with further updates,AVA3396 etc and commencement of license deal negotiations with the majors and Therapeutic division subsequently off to Nasdaq, could be a very lively Christmas!!
Hope they have time for a visit to Korea, early next year.

Good note JT,
A few add on comments, with regards to gene therapy and gene editing stocks, the sentiment is indeed changing and many of these stock are out of the investors penalty box. We have had an onslaught of M&A activity, Eli Lilly etc have been shopping and the sector with stocks like BioMarin, UniQure, CSL, bluebird bio did recently drive all the stocks to year highs.It is a volatile sector, but the upside and valuation is going north, for one specific reason: the FDA have made a significant U-turn with the sector and are now handing out approvals, lifting the clinical hold on certain programmes and the whole sector seemed to have received a significant catalyst for 2023.
This off course makes Avacta’s holding in Affyxell extremely interesting, with a significant valuation upside around the corner. Affyxell earlier this this year had Genscript ProBio expanding their manufacturing partnership with The company and taking an equity position in the company.Genscript Pro Bio have Hill House taking a $150mill holding in their company.Another private equity company.
A combined Kosdaq and Nasdaq floatation, at a P/E which will be in line with the US sector, will give Avacta a significant uplift in it’s 25% holding in Affyxell.
The AVA6000 and the future of precision medicine will put the entire AVA family on multiples of current est.
LG is also moving ahead very fast and then we the “ new” diagnostic division of the company, with Launch diagnostics,an acquisition which will turn out to be the acquisition of the year on the exchange.
Current share price will be something to watch coming into 2023 in my opinion.

And you invite your best clients along to the slopes as well.
Those were the days!
But Monday thank you orders worth it !!

Announcement been out a couple of months, but Affyxell’s place in the world of cell therapies based on MSC is growing fast and Avacta’s Ceo’s statement “This collaboration has the potential to significantly accelerate AffyXell's programmes.", only highlights this.

Interesting to see the size after hours prints.

Myles bought more earlier!

Coffee shops opened up across the pond and BEGO back on the bid.

More good news for Affyxell and their MSC JV with Avacta.BioCardia Announces FDA Approval of IND Application for Allogeneic NK1R+ Human Mesenchymal Stem Cells for Ischemic Heart Failure.
FDA has again revealed its willingness and enthusiasm to consider MSCs as a new treatment.
Moreover, there is growing interest from big pharma in regenerative medicine as demonstrated by increased deal flow involving small, innovative companies making substantial inroads in the development of new, advanced therapies.

Shows you the demand for Cell and Gene based therapies is strong and valuation going north.
?ALS drug developer Coya Therapeutics (COYA) has disclosed terms for a proposed upsized $32M initial public offering.( Org. Offering was 17mill)

Based in Houston, Coya is developing cell-based therapies aimed at enhancing the function of regulatory T-cells for the treatment of autoimmune, neurodegenerative and metabolic diseases. The company's lead drug candidate, COYA 101, is in Phase 2 testing for the treatment of ALS.

With an imminent, ground breaking line of news flow which will include a revaluation of the Affimer pipeline, a better understanding of the change in regularly attitude from the FDA with regards to gene therapy sector and the importance it will have for Affyxell and it’s valuation and the implication for Avacta.
+ now we have a profitable diagnostic company, it certainly will revalue Avacta substantially .

South Korea can go through, they must have taken Affimer

Very positive news for the gene editing and therapy IND sector. Avacta and Affyxell.
The U.S. Food and Drug Administration (FDA) lifted its clinical hold and and cleared Beam Therapeutics' (NASDAQ:BEAM) application for a human trial of blood cancer therapy BEAM-201.
Beam had announced in August that the IND was placed on hold.
The FDA’s clearance of our IND for BEAM-201 is an exciting moment for Beam and for the field of gene editing, as it represents the first IND clearance for a multiplex-base edited investigational drug," said Beam CEO John Evans.

Intellia Therapeutics continues to give the Gene therapy sector a strong momentum, the sector is making 12 month’s high and today a $300 mill offering is being done by Goldman’s. Aftyxell partnering with Biocytogen, who also took a stake, lifts the value of Avacta’s 22% holding in Affyxell to something quite special and makes an IPO of Affyxell even more likely,with a valuation substantially above cost!

Over the last hour, BEGO etc has been picking up 50/ units, 10/ etc plenty more work to be done. This is institutional buying and it will not stop, with news around the corner, size buyer have easily got 50-70% imminent upside!! Just for starters and the index funds will have to buy all their shares back again!!
110-5 pre US opening

Susquehanna will also buy the underlying equity of the convertible they acquired,pre US IPO.
Interesting December ahead.Brisk early trading at Starbucks in Broad St, opens in an hour!