Member Info for Hurst10

Looking at today's possible final take over by Eli Lilly of Verve therapeutics could possible remind the market of Affyell's jv with Biocytogen ( gene editing) and their read across valuation and Avacta's + 20% holding .

Following Bristol Myers licence deal worth up to $1.3 bill with by PhiloChem, we now have German biotech firm BioNTech agreeing to acquire domestic peer CureVac for about $1.25 billion worth of BioNTech shares, it said on Thursday, to boost its work on new mRNA-based cancer treatments.

Radio pharmaceuticals sector and now a mRNA transaction, interesting to hear what Avacta will tell us in just over two trading weeks at their AGM , perhaps the team looking after the beast, have been taking Swiss lessons !

Spelling : Conifer and the usual MM

The main reason for the FD to read the autocue so " stick to the script like " and in the following Q&A again sticking to the script, is very much because , as the CEO very clearly pointed out, further news flow of a partner / licence deal will be coming together very shortly or in the very near future.( what is the difference ?) .

The likes of Connifer will be looking for additional exposure to avacta and the usual

No doubt in my mind R Hughes etc would never had joined, unless a significant deal was lined up, ie a licence deal with a major , transforming the balance sheet and this time our friends in Switzerland, will be there, having lost out on Point Biopharma to LLY .

From ASCO :

Sanofi buying Bluepriny Medicine for total $9.5 bill and

Bristol Myers Squibb signing $11bn cancer drug deal with BioNTech ,

Back home we are now waiting for the first AVA deal to signed , followed by a second soon after that.

Interesting June ahead of us .

RFK jr quoted again :

"We’re going to end the war at FDA against alternative medicine.

That includes stem cells, chelating drugs, vitamins, peptides".

Affyxell and their projected upcoming IPO , could face a revaluation and current shareholders like Avacta ( having acquired their shareholding at no cost) would certainly benefit .

Like most of the Big Pharma's , AZN has plenty of new AI-Discovery collaborations and as we all know AZN already signed up with Tempus back in 2021 and as Tempus said in today's statement , today's agreement builds on the existing partnership and will include Pathos.

I note you are using a delightful expression from overseas, just shows you are worse than we thought.

ASCO will be offering not only plenty of sector news flow , but also having M&A back .

AACR is also hosting 10/7 -12/7 , a Special Conference on Artificial Intelligence, which will offer a look of AI's transformative role in oncology , with expert led discussions, highlighting AI's advances in imaging technologies and the latest foundation models that integrate diverse datasets "to deepen our understanding of cancer biology and pave the way for precision oncology by identifying patterns in large, complex datasets. "

Worth remembering that we have the second big conference coming up!

ASCO , starting this Friday 30/5-3/6 and no doubt with Avacta and Tempus having recently Entered a Strategic Collaboration to Advance AI-Driven Drug Development in Oncology, we will have plenty of newsflow from the conference and sector no doubt.Tempus also signed up with Astra Zeneca in April and Boehringer Ingelheim in May.

Avacta off course is now reporting figures on the 4/6.

Interesting couple of weeks ahead, with Company Webinar and ASCO ahead of us.

Plenty of talking points, incl. Nasdaq listing and license deal.

Current CEO worked for Novartis !

PS

Do us all a favour, what is your current call on AVCT buy or sell

And target price ? Spare us your thoughts from the cellar.

Just the facts rating and target price !

FYI , pls find link to news and regarding your other comments , it is getting boring , but your obsession is rather amusing.

Tempus, a leader in artificial intelligence and precision medicine, today announces an expansion of its collaboration with AstraZeneca, which leverages Tempus Next to arm physicians with technology that supports the delivery of guideline-directed biomarker testing for patients with non-small cell lung cancer

Signing up with Tempus , with 65% of US academic medical centers connected to Tempus AI , 50% of US oncologists connected to Tempus, 40M research records to power scientific discovery and watching leading Pharma's

Zeneca etc recently signing up as well , puts Avacta in a very strong and high profile position ref communicating and working with the FDA and AI during trials.

FDA Commissioner Marty Makary announced a new initiative on Thursday 8/5 to expand the use of AI across all FDA centres, starting immediately, with full integration targeted by the end of June. According to Makary, the move follows a successful generative AI (genAI) pilot for scientific reviewers that cut review times from days to minutes.

This will put Avacta in the outside lane, not a bad place to be, with newsflow accelerating and ASCO coming up!

Indeed, very positive to see the Chairman buying more,

with the stock 12 mth's + low, who can blame him.

The Nordic shipping players will step in soon, if the price do not move north,.

Not to forget Avacta's JV with Tempus and their AI platform

And off course she has also worked at Norvartis,where she led early development programs.

With Lilly acquiring Point Biopharma, Novartis is not going to sit back and let Lilly get away with the second one.

Novartis continues it's M&A with buying Regulus for $1.7bill , upfront payment of $800mill and a potential additional $900m, upon receiving a future regulatory milestone and with the company expecting its US investments to approach $50bill over 5 years,underscoring its long term commitment to the market.

Novartis continues to be expanding it's research and manufacturing platform in the US and go shopping.Plenty of M&A to come in the biotech and life science sector.