RE: Avacta love6 Jun 2026 21:57
No idea what the green boxes are bickering about, but any imminent takeover talk is definitely nonsense. BP will be very interested in it, but they’re not going to make a move on a limited 6103 phase 1 dataset at the end of this year. It’s currently about safety. Now because the platform is incredible, the tiny amounts of released drugs should be hugely concentrated in the tumour. We can all dream of seeing responses, but I think the first release will show we’re on track, not that the jackpot has been hit. 18 months maybe. I don’t see them independent in 5 years. If they are, all the better for it as hopefully by then they’ll have moved on massively - multiple partnerships, ava6k approved etc. I’ll be delighted to be proved wrong of course.