Member Info for Hurst10

Watch out for post hours prints

BEGO back on best bid!!

Great trick by BEGO, being on the cheap offer, only to move in on the bid in the next 30 min.
Cannot blame them, would not be short for Monday’s opening.

Ref Avacta / Mologic ?

EUROIMMUN, has launched two CE marked assays – the Anti-SARS-CoV-2 RBD ChLIA (IgG) and the Anti-SARS-CoV-2 Omicron ELISA (IgG). Both test systems enable the detection of IgG antibodies formed against SARS-CoV-2 and are available to laboratories in countries that accept the CE mark.

BEGO on the Bid AM 115-20
We have news flow!

On another matter, worth bearing in mind that Avacta is and will be predominately a USD earner and with the last 12 month’s 30% decline vs the usd and the expected continued strengthening of the USD vs GBP it is massively good news for Avacta!!

06.00 In NY and we have BEGO back on the bid!

A multi function LFT for Consumer Self- Testing could perhaps be discussed at the AACC

Very clear that a multi functional LFT dealing with Infectious Diseases could be introduced and perhaps feature on the AACC.From the recent Business update:
Uniquely positioned UK diagnostics company with proprietary Affimer immunodiagnostics technology to address key unmet market needs and drive competitive advantage and shareholder value
• Maintain a strong decentralised (Point of care) testing focus reflecting a key market trend.
• Focused on developing a broad IVD product portfolio to serve the professional use and consumer home- test market.
• Leveraging the technical benefits of the Affimer platform to provide improved product performance and gain competitive advantage.
Infectious Diseases
? Respiratory diseases (e.g. COVID19, Flu A/B)
? Sexually transmitted diseases ? Sepsis/Bloodstream infections ? Antimicrobial resistance
? Congenital infections
Health Screening
? Cancer markers ? Thyroid function ? Liver function
? Kidney function ? Heart function
Chronic Disease Monitoring
? Cardiac disease (e.g. heart failure, AMI, stroke)
? Diabetes (e.g. HbA1c)
? Therapeutic drug monitoring
Fitness and Well-being
? Hormones (e.g. cortisol, testosterone) ? Women’s health
? Vitamins
? Iron
? Cholesterol

With AACC coming up post PNT investor presentIon, worth reminding us of the tremendous potential Affimer have: Affimer® molecules are ten times smaller than antibodies and are very stable, being resistant to extremes of pH and temperature, which makes them better suited to some applications where harsh conditions are experienced or where their small size leads to better tissue penetration or a higher density of binding sites on a surface. Their small size and the ease with which they can be modified means that the amount of time a therapeutic Affimer® molecule stays in the bloodstream can be tailored to suit different therapeutics regimes.
Despite the limitations outlined above, antibodies have become the dominant technology in markets worth in excess of $100 billion annually. Therefore, the opportunity for an alternative such as Affimer® technology is very large with the potential to generate near-term revenue from diagnostics, as well as potentially generating much higher rewards from therapeutics but with associated greater development risk.
Avacta is exploiting the Affimer® platform in both its Diagnostics and Therapeutics divisions, in-house and with commercial partners, to develop powerful new in vitro diagnostic tests for a range of diseases and conditions, purification products for bioprocessing, and novel immunotherapeutics for the treatment of cancer and autoimmune diseases.

we also have CanSeek featuring on slide 3, so will be mentioned at the beginning of their presentation.
:
INDUSTRY-LEADING PIPELINE
Prostate cancer (PSMA) program currently in Phase 3
Pan-cancer (FAP-?) program entering Phase 1 summer 2022
CanSEEKTM technology to enable significant pipeline expansion

William Blair & Company – Biotech Focus Conference 2022
Management representative: Dr. Neil Fleshner, Chief Medical Officer
Format: Panel discussion
Date: Wednesday, July 13, 2022
Time: 1:00 pm ET

Post closure prints!

Featured on their AACC site description :
Avacta Diagnostics’ mission is to provide healthcare professionals and consumers with decentralised diagnostic solutions utilizing our proprietary Affimer® technology, a more stable alternative to antibodies that are ideal for use in diagnostic applications. In addition to our in-house pipeline we work with IVD companies to improve diagnostic testing solutions, by combining bespoke Affimer® reagents with leading diagnostic platform technologies.

One could apply on average 1bill per precision, with AVA6000 3-4x.
M&A in the biotech sector is hotting up and the upcoming AACC is perfectly timed

Clovis Oncology up 41%, Cancer therapy in late stage trial and Bristol Myers standing by to buy.Read across valuation will be quite something.

Further on Point Biopharma:
William Blair initiated coverage of POINT Biopharma Global (NASDAQ:PNT) with an “outperform” rating based on a view that the Street is “underestimating the clinical and commercial potential of the company’s radiopharmaceutical platform.” The stock closed at $6.81 on July 5.
“Given increasing interest in targeted radiation-based therapies in the oncology field, we believe investors could benefit from staying on top of the trend that radiopharmaceuticals will likely emerge as an important part of the cancer armamentarium in the near future,” writes analyst Andy Hsieh, Ph.D..
“Driven by a growing influx of investment from both large pharmaceutical companies and the investment community, we have observed robust growth in the number of early-stage pure plays in what we view as a highly promising and lucrative industry,” he added.
Dr. Hsieh said he believes an investment in this space could present a significant growth opportunity. In fact, based on an analysis using conservative assumptions, potential oncology markets served by radiopharmaceuticals could reach $15-billion in the United States alone, with a bear-case estimate of $4.5-billion, and a bull-case estimate of more than $37-billion.
“We believe that an investment in POINT will allow investors to capture this rapidly evolving trend and benefit from the market’s rapid expansion,” he said, adding that POINT has advanced two assets to Phase 3 trials and built out one of the world’s largest radiopharmaceutical manufacturing facilities—all within three years as a company.

Point Biopharma to present at investor conferences:
Look out for mention of precision as the future of cancer care and that will also feature Point Biopharma’s CanSeek enabled programs sub licensed from Avacta and Bach Biosiences.
William Blair & Company – Biotech Focus Conference 2022
Management representative: Dr. Neil Fleshner, Chief Medical Officer
Format: Panel discussion
Date: Wednesday, July 13, 2022
Time: 1:00 pm ET
?
Brookline Capital Markets – Newport Biotech Symposium
Management representative: Dr. Joe McCann, Chief Executive Officer
Format: 1x1 meetings
Date: Monday, July 18, 2022
Time: 9:30 am ET – 4:00 pm ET

More M&A in the sector.

Merck in advanced talks to buy Seagen in a deal worth over $40B – WSJ
Jul. 06, 2022 11:05 PM ETSeagen Inc. (SGEN)MRKBy: Dulan Lokuwithana, SA News Editor9 Comments
word m and a made with wood building blocks, stock image
Maks_Lab/iStock via Getty Images
Merck (MRK) is in advanced discussions to acquire Seagen (NASDAQ:SGEN) and is eyeing to finalize an agreement to buy the cancer-focused biotech in the next few weeks, The Wall Street Journal reported late Wednesday.
A potential deal could be worth about $40B or more, the Journal added, citing people familiar with the matter.
The companies are in talks for a takeover consideration above $200 per share for Seagen (SGEN) and are aiming to sign a deal on or before Merck’s (MRK) quarterly results scheduled for July 28.
However, there is still no certainty that the companies will reach an agreement for a buyout deal. Seagen (SGEN) shares spiked when the news of potential takeover interest from Merck (MRK) first emerged in mid-June.

??however what we are seeing is an accelerated M&A momentum in the Biotech space.
AZN acquiring TeneoTwo and Syros Pharmaceutical merging with Tyme technologies.
From Bloomberg:
“We believe the increasing pace of M&A in 2022 highlights the depressed valuations, attractive oncology assets and potentially positive data catalysts,” quoting Barclays analyst Peter Lawson who commented on the transactions.