Member Info for nursesteve

It looks like on 3 Feb they took up some of the placing and on 4th sold what they took up plus reduced their original holding slightly from just under 8% to just over 7%

Good luck formerlyeasyp. This is a bit like Avacta only Avacta now seem to have a much better management team. Both companies have excellent science and need to commercialise their assets. GLA

A bid from Novartis certainly seems possible.

Vas Narasimhan, CEO of Novartis -

“Novartis has completed its transformation into a pure-play innovative medicines company. Our focus has allowed us to sharpen our commercial execution and we have more than 15 submission-enabling readouts in the coming years to further bolster our growth profile, longer term, we’ve identified more than 30 assets in the pipeline with significant potential to rejuvenate our portfolio and support growth post 2029.”

While the majority of the company’s portfolio comes from its internal innovation engine, value-creating bolt-ons remain an important element of the Novartis capital allocation policy. Novartis has executed more than 30 strategic deals in the last two years, primarily in the exploratory to preclinical stage. Recent examples include the acquisition of Kate Therapeutics, which complements the company’s ongoing efforts to innovate new gene therapies for neuromuscular disorders, and the worldwide licensing and collaboration agreement with Ratio Therapeutics for a next-generation SSTR2-targeting radiotherapeutic candidate, which adds to the company’s deep radioligand therapy pipeline.

Disappointing not to see more of a rise in SP today must be the CLN hanging over us.

There is an RNS due on the next CLN payment but we might also find the next RNS is the FDA granting fast track approval?

Simon has been ‘very busy’ so could also be news of a deal? on the diagnostic side or partnership(s)?

Still happy to be holding here. The results continue to support my investment decision. GLALTH

Thanks BV

This phrase in the RNS puzzled me as I thought no maximum tolerated dose has been established ?

There currently is ‘No standard therapy for salivary gland cancer patients’ = an unmet need? Surely this data supports early approval by the FDA?

Bigears I knew I was invested in an ethical company 😉 but I thought it was just trying to help cancer sufferers not assist the unemployed! 😂

FWIW I think he is a great find find for Avacta and clearly US listing is our direction of travel. Chris and the BoD are a great improvement on the old crowd. GLALTH

08-Jan-25 12:13:53 53.745 5,767 hopefully the right decision

Knotagain if you mean all the shares they can issue (at heavily discounted prices) you are probably right

The good thing about big Al was he lived a Thursday RNS!

“As part of his remuneration package, Alastair has been granted options over 5 million ordinary shares in the Company at an exercise price of 0.75p per share. The options vest in three equal tranches on the first, second and third anniversaries from the date of grant. The options have a term of ten years from the date of grant”. - At least he won’t starve! 🙄

Very witty Timster. I was only halfway 😉 there on this thread 😜 with my previous sell comment! GLA

I could sell at 55.1! 😜

The 176k buy at the end of the year looks to have been “insightful” someone definitely knows something!

Seems to be some strong buys going through? News imminent?

Thanks Love 😉 as you were typing I was listening to the last answered question about this.

The last mention of AVA3996 was in the Q&A on 30th April at the end in response to question 8. Christina said that they were reviewing the pipeline and said the choice was between the multiple formats not just drug conjugates.

So it would seem you are right. They are exploring pre|CISION Plus instead of more drug conjugates

It should be a healthy and wealthy New Year! GLALTH’s

But does anyone know what happened to AVA3996? 🤔 it was meant to follow on from AVA6000 in 2024 see

https://avacta.com/avacta-presents-ava3996-pre-clinical-data-at-the-american-association-for-cancer-research-meeting/

But has been quietly dropped and doesn’t appear on the current pipeline.

https://avacta.com/pipeline/

Also 2 weekly helps prove more of the drug can be given more often = more profit when (is it still an ‘if’?) approved

Largo do you know if it is usual for such a SPAC to want to keep their own CFO?