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Surely this is worthy of an RNS?
Great find Muller. If not already done, can someone post this on Twitter https://tsdr.uspto.gov/#caseNumber=79304130&caseType=SERIAL_NO&searchType=statusSearch
This may link to the presentation later this month in the US. Maybe some deals in the pipeline will be announced soon?
Maybe some news on or before 26th July if they are presenting at the conference from 26th to 28th July. There new hire did mention look out for them at networking events :)
Can someone clarify what the (n=8) refers to on page 11? Is it not the case that between STS and Ovarian, there are other cancers: Head and Neck, Thymus, Pancreatic, Prostate, Lung, Breast, CCC, Esophageal, Salivary Gland. By selecting STS and ovarian, they are showing that all those in between are like to benefit and they have FAP expression between these 2 extremes?
PL75. Without involvement of the UK government who did all that they could to shaft them on LFT,no reason to doubt him. Only time will tell but Ignore them at your own risk
Last sentence says it all
"We are very confident and excited about the immediate and long-term opportunities for the Group"
Target for release of data 23rd June coincides with release of data from phase 1a. Fingers crossed.
Outlook
The Board believes that the most significant near-term
value driver for the Group is the clinical data from the
Phase I study of AVA6000 expected in the middle of
2022. The pre|CISIONTM technology has the potential
to reduce the side effects of chemotherapy, improve
efficacy, and create affordable oncology drugs which
have the potential to significantly improve patient’s lives.
A positive readout from the AVA6000 Phase Ia trial not
only creates a significant commercial opportunity for
the Group with a potentially safer form of doxorubicin,
but also immediately opens up a large and very
valuable pipeline of pre|CISIONTM chemotherapy FAPa?activated drugs for development and licensing.
The Diagnostics Division is focused on delivering
a pipeline of new IVD products and redeveloping
the SARS-CoV-2 antigen test, to drive revenues and
profitability of the business, which is the Division’s
primary objective, and we anticipate good progress in
that regard through 2022.
We are very confident and excited about the immediate
and long-term opportunities for the Group
Was this here before
"....Avacta Group plc is subject to the UK City Code on Takeovers and Mergers"
The fact that Neil Bell commented yesterday that there is an increased potential to fast track ava6000 through to patients just echoes and reaffirms many of the other soundbites coming out from Avacta. He would only state this if the trial showed it works. Very exciting few months :)
The language used is so clear. AS stated it would be unethical to give any results until end of phase 1a, but they give so many clues that it is working.
Energy shares, perhaps you can add these two observations to your list?
Also, under pre|CISION™ technology, they are saying NOW that Precision is only activated in the tumour (last line):-
Avacta’s proprietary pre|CISION™ technology incorporates a substrate that is sensitive to cleavage by fibroblast activation protein (FAPa) which is highly upregulated in the tumour microenvironment of most solid tumours compared with healthy tissues. The pre|CISION™ substrate can be utilised in a drug conjugate linker or to generate FAPa-activated chemotherapy – that are only activated in the tumour.
Just took another look at their website. In particular, the section "Affimer Technology" seems to be new or updated regards Tuneable Pharmacokinetics - as copied below:
Tuneable Pharmacokinetics
Affimer® proteins are rapidly cleared from the body if not engaged with their target. The PK/PD of therapeutic Affimers can be tuned using Affimer® XT, a serum albumin binding Affimer half-life extension platform, or using Affimer-Fc fusions. Other Affimer® based half-life extension technologies, such as hyaluronic acid binding Affimer® proteins, are in development.
We are waiting for PK data to be released in the summer, but this is telling us NOW that Affimer® proteins are rapidly cleared from the body if not engaged with their target. This is clearly based upon up-to-date data.
I have a personal minimum target of £10 at which point I will consider selling some. Who here has been looking at houses...lol
Avacta are fully aware that they are susceptible to a buyout. Seems to me that they know the platform works and they are aligning themselves with partners to do a licencing deal as soon the P1a data is released.
The new offices at White City with the quality tenant's speak volume.
Such a deal would have the benefit of:
1. Significantly increasing the value of the company to £xbillion such that any serious offer to buy out the company would have to be multiples of £x
2. Provide considerable cash to help fend off any aggressive bid.
3. Negate any need to dilute further.
4. Promote the company out of AIM onto FTSE and help the Nasdaq listing, thus creating more institutional buying and increased shareholder value.
5. Allow Avacta to further develop, if they wish, the other pipeline of candidates.
Regards the diagnostics division. I anticipate some very exciting news during the next 6 months on the LFT products, which will further add value. Avacta then has the strategic advantage of having a separate business arm that could bring cash in or be sold to raise cash if needed.
I also think we are in for a recession towards the end of the year for a number of reasons indeed, I believe policy makers are actively seeking this to control inflation, due to poor management of economies by western governments.
If we do have a recession, stocks will get hammered short term, which could assist any aggressive takeover on the cheap.
The next 3 to 6 months are pivotal to Avacta in my view to ensure fair value is reflected in the share price.
So far, I am very impressed with their leadership and feel confident that AS is doing all he can to position the company to reflect the best possible value to shareholders in the short term.
It's going to be an explosive 6 months.
The only way to get a piece of the pie in the event of a bidding war is to own shares. Maybe those on the inside know what is coming? Explains the flurry on options being exercised.
my buy of 20834 showing as a sell
But the gap closed during the trading day as it went back down to 90p, so from a technical point of view, it has been filled. Off to the races now.
Yes