Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Https://www.biopharmadive.com/trendline/oncology-cancer-research/63/?utm_source=BPC&utm_medium=BlastMay1&utm_campaign=EVERSANA
Warming up in 24
Https://www.biopharmadive.com/news/biotech-pharma-deals-merger-acquisitions-tracker/604262/
Could happen in a trice….
Numerous discussions..vip!
Obviously….!
Trails are modified by panels a lot outside control , and hope it’s all go from here.
Certainly the high FAP areas are responding .
We’ll see…
Tout, Chat relies on inputs and when this changes ,eg new info, thence all changes.
Last point on low FAP result being least efficacious, was expected.
& data on high FAP tumours represent a sig. result .
Any BP would be delighted to have this in their res portfolio at this stage.
I worked for this area so reflective experience.
Sad to see such bad rhetoric towards AS et al.
Undeserved UK Biotech support is NVG market wise , this is playing a big part here.
GLA on a cold Sunday morning. Now where’s the Yorkshire Gokd tea as?
Ice, likely if not certain.
Https://avacta.wistia.com/medias/b74537ezmn
This presentation rather tucked away in the ‘ other resources’.
It’s the most telling summary delivered well.
Investors should review .
Sound.
BV. Re ‘ deals’…
Only ‘ concrete info’ within Commercial Director appointment RNS…’ interest expressed’.
Plus AS chatter.
GLA
Al.
Value ,cf similar status.
Stage 1 - $1~2bn
S2 - $2-4
+3 +++
Only to the right buyer however.
Data in past t/o data.
The science looks good and inclusion of ‘neive participants ‘in the cohort gives confidence.
GLA
Steve, yes agree. As a + there is potential and med history vis Dox might predicate acceptance of efficacy .
As a not, there are other STS treatments and succefull( ish)
Nevertheless…
Https://link.springer.com/content/pdf/10.1007/s10198-023-01639-x.pdf
Conjugates favoured,
Let’s see…
TG being led by advisers ,as no previous experience of raising. However its completed…move on
Good point
https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/jpmorgan-q2-2023-biopharma-licensing-and-venture-report.pdf
Licensing typically $20|30 bn pQ
Fair chance then
Glad a few enjoyed this reflection.
The parallel view vis Avacta, is that subject to continued positive data ,the development process are heading rapidly near to a similar status.
Add to this the ‘ platform potential ‘ of affimers ,then potentially a VIP platform for a BP .
Yes doubts until all hurdles cleared ,but recent data very hopefull for all.
More than 50% chance…where did I hear that from, as well as holy grail etc.
Unusually strong rhetoric for a cautious scientist.
NB see latest video for great summary of science.
Regards
Bella, ….good comments if you don’t mind me saying so.
To add ( as pointed out) the stage we’re at isn’t fully watertight yet. However in DD terms Affimer conjugates are atypical and might be therefore attributed a lesser risk.
Positively there are several Av comms referencing deals ,so with a ‘ completing ‘ study point coming near term chances are potentially +?
At the same time AS has been with this for a decade plus , so to loose ( poor term takeover ) now would be a kick. Don’t believe that’s on the cards having seen the mettle of this chap first hand.
There are examples 23/24 of takeovers at this stage of $1-2bn , so with a ‘platform vehicle ‘rather than a drug set ,you never know.
All to 0lay for…
GLA
Gje. Well said.
A most heartening aspect of using this mechanism might be paediatric oncology where ‘cardio effects ‘ prevent full follow through of treatment efficacy.
It would be a life saver.
The ‘ discussions ‘ referred to herein should be interesting at the least…