Member Info for Yorkshirepragma

‘….multiple conversations ongoing’ …that'll do!

GLA

Leerink presentation financial projections will be the’ RNS’ for today?

& in good company it seems…

https://investors.abbvie.com/news-releases/news-release-details/abbvie-present-leerink-partners-global-healthcare-conference

Https://www.fda.gov/drugs/resources-information-approved-drugs/ongoing-cancer-accelerated-approvals

Https://pmc.ncbi.nlm.nih.gov/articles/PMC10391045/

Forgot to add , fast track for appro, can be early phase data driven

Can’t find an analysis of fully recent approvals , but this paper sets out the situation .

Fast track approval as suggested key. Dialogue will already be in train already as a norm. Should see some action in next period .

B, there been a few ‘early doors’ too if the tech is dufficem Interesting . As is Avactas … you never know!?

Exceptional results.

That’s buy out…must be the Harlow blonde….

Sale of Dx. 7/8 on

Supporting deals ..2/1 on

USA listing 1/1

Complete BP but out 5/1

GLA

Https://www.zs.com/insights/pharmaceutical-trends-2025-outlook-ai-supplychain-and-beyond?utm_source=endpoint&utm_medium=email&utm_campaign=2025-pharma-outlook-and-trends-1092399&utm_term=supplychain-20250224&utm_content=pharma

Silence is golden..often.

2.4mbought plays 2 m sold … so no bother here..

Sadly these parasites have their impact.

More optimistically, this is worth $1-2bn with pharma interest to develop matters further. There’s enough evidence of efficacy already , and a rare opportunity.

Comment: Data showing fair decent efficacy to date, is a BP target. It’s rare, and the tech. potential here is well laid out .

Deals can have performance provisos of course ,so no issue for an interested party.

The CDs silence has been telling one hopes.

There will have been interest in Avacts tech. & it’s only a matter of time..

GLA

Whilst this was 3 weeks ago, it seems to have attracted a few senior acknowledgements . High profile in the sector at least.

DYOR

Radio silence ? 5/4 on takeover …

Gla

Cool…. Calm down now…no boasting please.

Buy now> sell

- robust 1a results

- STS & Salivary cancer specific results hence short track potential

- step change ,concept ie FAP release

- BP recent M&A in this sector in niche outcome companies.

-fast track approval becoming accepted mode with USA.

- further assessment of key targets, pancreatic etc.ie unmet needs treatment.

- good in vivo results to date …always a guide .

- M& A multiples on comparatives @ ca $1bn+/- ie x6 current MCAP.

- good team & support arrangement with USA focus.

GLA