Higher in first 40 mins…here we go
H, yes and “radio silence” on M& A discussions…
Https://www.roche.com/solutions/focus-areas/oncology#:~:text=We%20strive%20to%20transform%20the,the%20disease%20and%20its%20causes.
Notably Hoffman La Roche trailing…large money box…interesting potential M&A? …3/1?
GLA
Https://www.fiercepharma.com/pharma/big-pharmas-finally-strike-gsk-merck-acquisitions-signaling-accelerating-pace-ma
And another @$7.2 ,for rare treatment albeit confirmed…
On y va..
Zeneca ..5/1?
Takeda 3/1
For investors , the most pertinent post !
Several bought at value early stage .
Just takes one , and AS et al seem very upbeat @ the Q& A, not just results I’d bet…Pharma it’s a small world sector
GLA
NO concern…it’s now about who jumps first. As an pharmabod ..retired ,this platform is 90% deemed oven ready. It’s now about who’s going to licence/ buy the co tech.
Nothing seen like it in many years!
GLA
Https://www.iqvia.com/insights/the-iqvia-institute/reports/global-oncology-trends-2023
Emerging biotech lead…and thus good outcomes will be in great demand…
Q
Here’s the reality…all seeking opportunities ( such as this extraordinary platform…
https://pharmaboardroom.com/articles/top-10-global-pharma-companies-2022/
…in the pharma community , word is strong interest. Tifwii…
Q&A team was highly enthusiastic ,upbeat etc…my feeling …’all ready to go.’
GLA
Comparable strategy inevitable, given that Av need a vehicle to get AVA6000 to market. On y va…
Complicated by efficacy perhaps , and need to determine clarity on what’s being seen.?
Suggest …Listen to th Q&A …’.efficacy signs ‘ , prove further then approach larger pharma Inst. investors directly. This is the direction …
GLA
Illustrates the interest….outweighed by the likely interest from ‘large pharma’..
Few months to a bid I suspect . Tech is proven QED.
GLA
Https://www.biopharmadive.com/news/biotech-pharma-deals-merger-acquisitions-tracker/604262/
500 for preclinical…latest.
Comonnn..
The$ trillions on hold for M&A from large pharma , have held back for obvious reasons…
Ready to go,but when?
Where would you find a platform as strong as Ava’s?
GLA
As day is day…almost certainly .when …the Affimer platform is highly desirable ( and unique) , there are 20+ major pharma with declared oncology strategies…’hear a word,hear a word in season’.
No brainier