Member Info for mstar

Very many thanks Timster and co.

In a recent post on X RAH says: Market still yet to appreciate the significance of the SDMC deeming C2 of Q2W to be ‘safe’. That’s equivalent to Cohort 6 of the Q3W Arm on a 12-week cumulative basis.

C2 presumably means cohort 2 but could anyone explain tne other abbreviations?

Listen to Radio 4’s Today at 1h 14m and decide who is better informed about developments in cancer therapy: the 14 year-old school kid or the 74-year old Sir Paul Nurse.

Still works.

I hope there are no monkeys on this bosrd.

I should have said 20 percent of Point shares have traded at a one percent discount to the offer price this morning.

20 percent of Point shares have traded in the first half hour of trading. The opera ain’t over until the fat lady sings. But which one?

Timster said: ... the rest of what point have is garbage...

Not so. Point is using a different technology to target radiotherapy in cancer tumours. They have already sold some of the future cashflows for a couple of their potential drugs fir c$600 million.

Eli Lilly and Novo Nordisk have become the largest pharma companies in the world following the launch of their weight loss blockbuster drugs.

1 Eli Lilly

LLY

$510.99 B $538.29 0.22% 🇺🇸 USA

2 Novo Nordisk

NVO

$411.74 B $91.80 0.95% 🇩🇰 Denmark

3 Johnson & Johnson

JNJ

$373.60 B $155.15 0.39% 🇺🇸 USA

They are making so much money from them Barron’s lead article a couple of weeks ago they could bankrupt the US public healthcare system. Expect both to make acquisitions in the future.

Pharma companies developing drugs in the clinic have seen their share prices hit in the US recently because long term interest rates keep increasing as the US government’s deficit is so high to fund the chips act, the infrastructure act and the so-called inflation reduction act.

I am surprised it took big pharma so long to pounce on Point Biopharma. Can anyone think of another company in a similar line of business?

Lilly will commence a tender offer to acquire all outstanding shares of POINT for a purchase price of $12.50 per share in cash (an aggregate of approximately $1.4 billion) payable at closing. The transaction has been approved by the boards of directors of both companies.

I understand the patients are told when the trial has been concluded or if their treatment is discontinued during the trial.

Thanks. It is worth getting the Quartr app to listen to these conferences and quarterly earnings calls.

Someone likes today’s news from the company!

Point Biopharma are up 10 percent today, 25 percent in the past week and 45 percent in the past month. I have seen no specific news related to these moves.

Results are due in the next week.

The value of Point Biopharma shares are up 20 percent in the past week. Investors in the Nasdaq are not so sleepy as those on Aim.

The future of Avacta is being severely prejudiced by being quoted on Aim. The board should not delay in moving their share quote out of Europe and into New York.

The market cap is about $740 million. But the asset sale couldyet bring in more cash.

The strategy looks as if they were raising cash from the legacy assets to bet the ranch on Precision type radioligand therapies although I have not seen them say that.

Point do not do earnings calls. But they do talk at conferences. If you download the Quartr app you can listen to the audio for Point and other companies.

The cash and investment balance was $540 million at year end.

https://assets.website-files.com/61449a484d74b2708533bace/64218667cf4123031cb00c94_POINT%20Biopharma%20Investor%20Presentation%20(March%202023).pdf

This is the new slide presentation which refers to Canseek.

Comms is now a major governance issue. As is the perception of drift. Last year Avacta were sitting on their hands waiting for agents, partners and others to do work on the covid test was not being done.

Whatever the reason for the delay on announcing the next stage of the AVA6000 trials shareholders should be told what management are waiting for this time.

The comms, governance and drift issues are not doing shareholders or the Avacta share price any favours and add to the problems of the sleepy London share markets in general and the even more problematic Aim market in particular.

It is now clear Avacta will be acquired for pocket change in the near future and without the management putting up much of a defence. Whatever the major shareholders are doing to improve things are very much appreciated.

Myles, thanks so much for taking the time to distil your current analysis and making it available.

Toatie, Yes. I bought them on Nasdaq. I have an international account with Fidelity and Nasdaq and NYSE shares can be traded at no commission.

Mr Bluesky, thanks for reporting. I have bought some PNT at the open.