focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Interesting read.
Top biopharma licensing deal in 2020
AstraZeneca/Daiichi Sankyo
Licensor: Daiichi Sankyo
Licensee: AstraZeneca
Deal size: $6.0 billion
Upfront: $1.0 billion
Asset: TROP2-targeted antibody-drug conjugate datopotamab deruxtecan for lung, breast and other cancers.
A single deal like this would make a massive difference to Avacta and the share price.
With AVA6000 data due soon, perhaps deals are already in discussion?
GLA
We never retire, just fill our days doing different things.
Wonder how we ever found time to work?
As a youngster once said, it’s just as well grandparents don’t have to go to work, they’re too busy doing fun things.
Stay safe and well.
GLA
Interesting list Blownitalready
- 2021 – 2022 witnessed 22 acquisitions exceeding US $ bn
- Pfizer made 4 acquisitions exceeding US $ 1bn
- GSK and Bayer made one each exceeding US $ 1bn
- US $1bn, or UK £3.50 per share, may seem cheap for Avacta and the increasing IP.
- UK £ 3.50 would be an all time high for the share price.
With major news pending, interesting few months ahead.
GLA
21st September 2022 – CLOSING REMOVED
Posted last night at 19:47 but it appears to have been removed.
Nothing controversial, just an observation by a LTH.
Why would LSE remove?
Something coming?
===================================================
Posted 21st September 2022 at 19:47
16:26 Trade at 106.00
16:28 Trade at 106.00
16:35 (UT) at 100.00
16:37 at 100.00
Earlier in the afternoon, Avacta was up.
This close (100.00) does not reflect the reality of the opportunity.
HOLD,.. !!
29th June 2022
AVA6000 move to Cohort III
https://avacta.com/avacta-announces-second-dose-escalation-in-the-phase-i-clinical-study-of-ava6000-pro-doxorubicin/
1st September 2022
Avacta completes its review of the safety data from Cohort III.
Escalate to the next dose (Cohort IV) of AVA6000 at 200mg/m2.
https://avacta.com/phase-i-clinical-study-of-ava6000-to-advance-to-the-fourth-cohort/
5th September 2022
Receive Orphan Drug Designation from the FDA for AVA6000
https://avacta.com/ava6000-receives-orphan-drug-designation-from-the-us-food-and-drug-administration/
The RNS updates on AVA6000 are positive.
There will be discussions in place with several possible partners.
IMO, major news coming soon.
GLA
Just thought I would check the chat from yesterday. Really!!
Shall we get back to Avacta and the possibility that major news is coming soon?
It’s going to be a nice day and we are going for a long coastal walk and Sunday lunch.
If you are bored, suggest you do the same and enjoy while you can.
GLA
Avacta not an exhibitor at ESMO.
Exhibitors Include:
https://www.esmo.org/content/download/561035/11157803/1/ESMO-Congress-2022-Exhibition-Floorplan.pdf
AstraZeneca, Bayer, Beckman Coulter, GE, GSK Novartis, Takeda, etc.
Fabulous opportunity to promote AVA6000.
There must be discussions over the next few days?
GLA
As we enter the colder months, looking to source LFT’s for home use.
Nothing currently from Avacta or Medusa.
Looking at what is generally available, anyone had any experience with the following:
- Speedychecks (Amazon)
- Flowflex (Boots)
- Stepahead (Lloyds Pharmacy )
Or any other recommendations?
Thanks
Just over 1m shares traded today. When the volumes are lower, easier to develop the downward trend.
LTH’s expecting very positive news in the coming weeks so sit tight and ignore these short term fluctuations.
GLA
PS: Most markets are down today reflecting general sentiment. Major innovation and IP will win in the end.
29th June 2022
https://avacta.com/avacta-announces-second-dose-escalation-in-the-phase-i-clinical-study-of-ava6000-pro-doxorubicin/
Avacta announces second dose escalation in the Phase I clinical study of AVA6000 Pro-doxorubicin
Avacta’s Safety Data Monitoring Committee (SDMC), comprised of clinicians currently recruiting patients, has completed its review of the safety data from the second cohort dosed with AVA6000 at 120mg/m2 in the ongoing Phase I trial. Following this review, the SDMC has recommended that the clinical trial continues as planned and escalates to the next dose of AVA6000 at 160mg/m2.
Dr Alastair Smith, Chief Executive Officer of Avacta Group, commented:
“We are very pleased with the progress being made with ALS-6000-101 study and look forward to seeing more data as it emerges from the trial.”
Neil Bell, Chief Development Officer of Avacta added:
“The recommendation from the Safety Data Monitoring Committee to initiate dosing in Cohort 3 with 160mg/m2 of AVA6000 is an endorsement of the emerging safety and tolerability profile in the patients enrolled in this study to date.”
Great find GMCC (https://uspto.report/patent/app/20220087971)
12 months on from the first AVA6000 dosing.
https://avacta.com/avacta-announces-first-patient-dosed-in-ava6000-pro-doxorubicin-phase-1-clinical-trial/
Dr Alastair Smith, Chief Executive Officer of Avacta Group, commented:
“The initiation of the first in human Phase I clinical study for AVA6000 marks the transformation of Avacta into a clinical stage biopharmaceutical company. It is an outstanding achievement by the team and we are extremely proud of what has already been achieved since the establishment of the collaboration with Professor William Bachovchin at Tufts University Medical School to develop the pre|CISIONTM technology for tumour targeting.
Major RNS soon?
GLA
Interesting link Gadgie
How long will it take AstraZeneca to develop their own CAR-T therapies and at what cost (£)? With a market cap at £ 166 Billion and large cash reserves, Avacta would be a great partner.
Two UK based companies. Surely they are in discussions of some kind?
@Timster
The BEGO I know is BEGO GmbH & Co. KG (https://www.bego.com/)
3D printing with a particular emphasis on the dental market.
Which BEGO are you referring to?
What have I been missing?