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Worth remembering your obsession with certain commentators is laughable, however what normally keeps you and your team quiet is the following question, are you a buyer ? if so what is your target price and why or are you a seller? what is your target price and why?

if you can get a signal from the cellar, let us know your answer. Nothing else

+ CC and team could be working US hrs now with conferences etc coming up and therefore RNS with US major after UK closing.

The company's very astute tie up back in October last year into the field of AI via Tempus AI (+16% 5D ) will be proberly understood by the market at the upcoming AACR and ASCO presentations, the Tempus AI 200,000 patient database and it's industry leading AI capabilities and what it can do for Avacta's Precision Therapies, one should not be surprised of licence deals featuring prior to AACR.

In January 2023, Pfizer acquired Abzena's biologics manufacturing facility in Sanford, North Carolina. This acquisition aimed to expand Pfizer's manufacturing capacity for biologics and accelerate its pipeline.

This marks an important milestone in the Medicines and Healthcare products Regulatory Agency’s biggest overhaul of the clinical trial regulations in 20 years, and will support taking trials to the patient.

The new legislation, which once made into law will come into force following a 12-month implementation period to ensure readiness, aims to reduce unnecessary administrative burdens on trial sponsors without compromising patient safety. It will see duplicative requirements removed and processes streamlined, with the introduction of the combined review and notification scheme for some clinical trial initial applications and amendments embedded into law.

With Tempus AI expanding oncology collaboration with Takeda September last year, only to be followed by Avacta's clever AI tie up with Tempus AI 4 weeks later in October, it makes AACR 25-30/4 conference even more interesting, with M&A and IPO's newsflow taking over.

Ref across the pond the general maket from a technical point of view looks very uncertain, with geopolitical uncertainity + the uncertainity regarding the level of tariffs which continues to create a very nervous equity market heading south and the dow couldsub sequently be heading for a trading range between 35/-40,000 and with a range of economic data this week incl FED policy meeting on Wednesday,the market will be looking for clues of further rate cuts.

Companies are failing to provide any view on earnings and we also have fundmanagers giving no guidance.

However unique Bio Tech companies about to deliver, will be enjoying an outstanding global investor interest and an Nasdaq IPO will only accelerate such a process.

Just remind us ( if you have a signal from the cellar)

You are a buyer yes or no ?

New broker for IPO, major US house.

GS / Jefferies

Remember NY is an hour ahead!

Offer price in size being lifted.

Surely we are not surprised post Florida presentation and more conferences to come.

All the market have to do is focus on what AVA6103 trials will be telling us and the market will be getting ready for pre IPO noise .What will cone first a licence deal with a major pharma or IPO announcement or most likely both at the same time.

Watch the bid move up in size.

The right investors attending and with our buyers from the east coast being in the same time zone as the presentation and company.

" Price and size buyers" t-shirts being handed out before the presentation.

One could be tempted to say "could be fire works later".

Watch the price before close of business on Friday.

Interesting to note that Nasdaq plans to roll out 24-hour trading for U.S. companies in a move designed to modernise the market.

It will off course create a Nasdaq 24 hours , trading truly global , connected and frictionless. Incredibly exciting for a biotech company such as Avacta with a presence in the UK and US and exposure to Affyxell in Korea and a planned and upcoming Nasdaq listing for Avacta Therapeutics and their collaboration with Tempus AI, put the company in an incredible strong position.

With further positive news flow tomorrow from the Leerink conference, a licence deal is no longer when , but which one and how big.

Large buyer in NY ! lol

Worth reminding us what Novartis did back in 2023 with 3BP and then look at what valuation Avacta will be heading for, now the market finally will begin to understand what Avacta as a Therapeutic / Precision Medicine company with current and upcoming newsflow will offer. + the amazing potential the new Avacta / Tempus AI platform will offer across the sector.

" In an effort to expand its presence in oncology even further, Novartis agreed to pay German biotech company 3B Pharmaceuticals GmbH $40 million upfront for the exclusive worldwide rights to develop and commercialize the company’s fibroblast activation protein (FAP)-targeting oncology med, FAP-2286. The deal could allow 3BP to rake in another $425 million contingent upon development, regulatory, and commercial milestones."

THE SPRINGTIME PARTNERING EVENT | March 17–19, 2025 | Milan, Italy

Propelling the new wave of innovation

BIO-Europe Spring connects Europe’s top innovation centers with the global life sciences industry to cultivate thriving, strategic partnerships.

One of the companies presenting will be Tempus AI.

Avacta and Tempus entered Strategic Collaboration to Advance AI- Driven Drug Development in Oncology.

Latest from the sector:

YolTech Therapeutics, a clinical-stage in vivo gene editing company committed to pioneering the next generation of precision genetic medicines, today reported positive results from the ongoing investigator-initiated trial (IIT) of YOLT-203 in patients with primary hyperoxaluria type 1 (PH1) (ClinicalTrials.gov ID: NCT06511349), with data demonstrating excellent safety and pharmacodynamics profiles and the potential of YOLT-203 to effectively normalize urinary oxalate levels in PH1 patients. YOLT-203 is the first in vivo gene-editing therapy to show positive clinical data for PH1.

Over $3 billion in a month: Why is Eli Lilly starting 2025 on a buying spree?

Partnerships are a great way for companies to pull complementary expertise, split the high costs of research and development (R&D), access a wider market, and boost clinical trials in the biopharma industry. Late last year, GSK made headlines for being a serial collaborator, but now there’s a new sheriff in town – Eli Lilly. This year has seen the U.S.-headquartered biopharma sign several licensing deals to bolster its position across a range of therapeutic areas.

Table of contents

The Eli Lilly and Alchemab partnership to discover treatments for ALS

Eli Lilly partner with Mediar to tackle lung disease

Eli Lilly buys Scorpion’s PI3Kα inhibitor drug for breast cancer

Eli Lilly nabs rights to MASH drug

Radiopharma: The big pharma making its mark

Behind the scene: GLP-1 gives Eli Lilly a boost

What makes licensing deals a good idea for the big pharma?

SERENA-6 is the first global, double-blind, registrational Phase III trial to use a circulating tumour DNA (ctDNA)-guided approach to detect the emergence of endocrine resistance and inform a switch in therapy before disease progression. The novel trial design used ctDNA monitoring at the time of routine tumour scan visits to identify patients for early signs of endocrine resistance and the emergence of ESR1 mutations. Following detection of an ESR1 mutation without disease progression, the endocrine therapy of patients was switched to camizestrant from ongoing treatment with an AI, while continuing combination with the same CDK4/6 inhibitor.

I agree with a retail shareholder and social media environment making up all sorts of market rumours with the usual MM involved.

The fact that we are seeing strong institutional buying from Asia etc and the new house broker quietly picking up stock from panic retail sellers, hence the bid and offer price they are making, makes it all ready for an RNS which will move the price not seen for a long time.

Delayed prints coming through during the last hour